Overview
The Settings section can be accessed by clicking the "Settings" link in the sidebar of the app's navigation menu:
General Settings
In the General settings section, you will find the "Application Status" and "Skip Cart" settings.
Application Status
To Enable the OCU app, simply toggle the "Application Status" switch to the ON position. OCU will then start syncing information about your Shopify Products, which is a process that usually takes 30 seconds or less, depending on how many Products you have in your Shopify admin:
📝 Once the OCU app is enabled, any published funnels will start working immediately for new qualifying Orders.
The app can also be enabled by clicking the "Click here" link in the in-app banner that shows when the app is in a disabled state:
To Disable the OCU app, simply toggle the "Application Status" switch to the OFF position. Allow the app a few moments to fully disable. No new orders will show OCU offers when the app is disabled.
OCU App Embed Extension
Beginning on Aug. 10, 2023 for all new OCU installs, in order for OCU Product page widget and Pre-purchase offers to be shown to customers on your storefront, you must enable the "OCU Upsells" app embed extension within your Shopify Theme Editor.
We have detailed steps for how to enable this app embed extension here:
Skip Cart
This setting allows your customers to skip the Cart Page on your store and initiate the Shopify Checkout directly from your Product (/product) and Collection (/collections) pages. This feature is not compatible with subscription, bundle, and pre-purchase apps (excluding the "Product page" location option for the OCU pre-purchase popup) as those rely on the Cart Page as a step in the order flow to function correctly.
This setting is also not compatible with the "Cart" destination available for Buy Boxes included in the Zipify Pages app.
To enable this setting, simply toggle the switcher to the ON position:
Pre-Purchase Settings
In the Pre-Purchase settings section, you decide on the "Cart Popup Frequency" setting for the pre-purchase upsell functionality on your store:
📝To prevent the possibility of a customer adding more than one pre-purchase offer to their order, it's recommended to choose either the "Show popup until accepted or declined" or "Show popup once per session" options.
Show popup every time: The pre-purchase offer will be shown every time the customer clicks on the Checkout button on the Cart page, regardless of whether the offer was already accepted or declined.
Show popup until accepted or declined: The pre-purchase offer will be shown with each click on the Checkout button on the Cart page until the offer is either accepted or declined. After that, the customer won’t see the pre-purchase popup again until the checkout is finished.
Show popup once per session: The customer will see the pre-purchase popup only once until the checkout is finished or until they start a new browsing session or use a different browser.
📝Important additional notes for the "Show popup once per session" option:
After the offer is accepted or declined, the popup won’t appear again until the checkout is finished.
After the popup is closed (no accept/decline action taken) it won’t appear again until the checkout is finished.
After the timer has run out, the customer will be directed to the checkout and the popup won’t appear again until the checkout is finished.
The offer popup will be shown only in the current browser tab and won’t appear in another tab if the customer repeats the flow there during the same browsing session.
Post-Purchase Settings
In the Post-Purchase settings section, you can enable/disable the "Remove Unpaid Item From Orders" setting. Sometimes an accepted post-purchase offer is not paid for because of payment processor decline or other errors. This setting is designed to eliminate removing unpaid items manually, so orders can be more efficiently fulfilled:
Enabled by default and set to 1 hour, this setting removes any unpaid post-purchase item from the Order automatically if payment is not processed and received before the specified time. Disable the setting if you want the unpaid post-purchase offer to remain on the order:
Unpaid items can only be removed from Unfulfilled or Partially fulfilled Orders. We don’t remove items from orders with “Fulfilled” status.
We also can’t remove items from orders with “Cancelled”, “Archived” or “On hold” statuses.
When an unpaid item is removed from an order via Order Editing, it is tracked in the "Returns" column in your Shopify analytics.
📝 An unpaid subscription offer can't be removed from the Order due to Shopify API limitations. Items are not removed if you use Manual payment capture and order is in "Authorized" status.
📝 If the unpaid Post-purchase offer had Paid Shipping, then even after the unpaid item is removed from the order, the order will remain in the "Partially paid" status because we do not remove the unpaid shipping amount from the order.
TY Page Upsells
In the TY Page Upsells settings section, you can enable/disable the "Remove Unpaid Item From Orders" setting:
Enabled by default and set to 30 minutes, this setting removes any unpaid TY Page Offers from Orders automatically, if payment is not received before the specified time. This setting acts on orders placed both on the Online Store and Shop sales channels. Disable this setting if you want the unpaid TY Page Offer to remain on the order:
When an unpaid item is removed from an order via Order Editing, it is tracked in the "Returns" column in your Shopify analytics.
📝 Items are not removed if you use Manual payment capture and order is in "Authorized" status.
📝 If the Cash on Delivery payment option is used on the TY Page make sure to disable the "Remove Unpaid Item From Orders" setting. Payment is not recognized at the time of purchase due to payment being required at the time of delivery. If "Remove Unpaid Item From Orders" is left enabled any TY Page COD 'Cash on Delivery' purchase will be removed from the order.
Plan & Billing
In the "Plan & Billing" section, you can see all of the information related to your OCU plan type (Starter or Unlimited), your next invoice total, when the next invoice will be charged and your billing history:
Please see our help article for further details on OCU plans and billing.
Integrations
In the "Integrations" section you can view all of the apps we've built an integration with. These integrations work by default and do not require any additional setup or configuration to use them with OCU.
You can also explore our API Documentation on GitHub. Access our comprehensive API documentation on GitHub and get access to essential information needed to seamlessly integrate with One Click Upsell ‑ Zipify OCU. Visit GitHub
Looking for an Integration not listed? Tell us about the app you’d like to use with OCU by requesting it:
Please reach out to us in chat if you have any questions at all!