Overview
The OCU app works as an extension of Shopify Checkout. Therefore, all payment processing is done on Shopify Checkout.
This means that all customers can view and accept Product page widget, Pre-purchase and/or In-Checkout (Shopify Plus) offers and checkout using any payment method you currently offer on your Shopify Checkout.
Post-purchase upsell offers will only be shown to customers who pay using a "direct" Credit Card processor available for Shopify Checkout in your region or via the Shop Pay or PayPal Express digital wallet payment methods.
Thank You Page offers are able to be paid for using any payment method you've connected to Shopify Checkout, barring a few exceptions.
Credit Card processors
Shopify Payments is of course fully supported for post-purchase offers!
For a complete list of supported credit card processors for your store and region, click into the Settings > Payments > Third-party providers section of your Shopify admin and then click on the "Choose third-party provider" button there to see the list:
Any "direct" payment providers listed there will work. A direct payment provider is a form of payment that is included on the Shopify Checkout. Your customer completes their payment on the Shopify Checkout and is not redirected at any time during the checkout process.
📝Certain payment gateways are currently not compatible with post-purchase offers on Shopify due to lacking the vaulting setting. Therefore, post-purchase offer pages will be skipped for these processors:
Stripe card payments
Airwallex
PSIgate
Safeweb services
This limitation is due to the payment processors themselves, and Stripe is actively working on an updated integration. For merchants requiring post-purchase functionality, consider reinstalling the previous version of Stripe's integration for compatibility.
External/offsite payment providers (such as Mollie) are not supported at this time. When your customers complete their order, they are redirected away from the Shopify Checkout to complete their payment with the external payment provider, so their payment information can't be vaulted by Shopify.
📝If your payment gateway requires a CVV for each transaction by default (Bambora/Beanstream) this will not work for Post-purchase offers. The customer will see an error when trying to accept the offer. It is recommended to not require a CVV for every transaction within your payment gateway, if possible.
Braintree, PayPal Payments Pro, and PayPal Payflow Pro are now supported on Shopify Checkout and for one-click post-purchase offers, with a few exceptions:
Braintree will only work if the settings are configured to not require a CVV when entering credit card information. If this setting is enabled within your Braintree account, the customer will see an error when trying to accept the offer. See Braintree's CVV rules for more details.
PayPal Payments Pro / Payflow will only work when the customer uses a Credit Card to pay for their initial order. Make sure your PayPal settings are configured to not require a CVV for each credit card transaction so the post-purchase offer(s) can be added successfully. The express/wallet option is still not supported.
Digital Wallets & Offsite Payment Gateways
Shop Pay is supported for one-click post-purchase offers as of May 20th, 2021!
📝The 4-pay installment method is not supported for post-purchase offers.
PayPal Express is supported for one-click post-purchase offers as of June 23rd, 2021!
📝Only one post-purchase upsell can be bought if PayPal Express is used. If the first upsell is accepted, no further upsells will be shown. If the first upsell is declined the downsell will be shown.
PayPal Guest Checkout is not supported. The customer must login to their PayPal account to complete payment.
There's no PayPal Express support for the PayPal Payments Pro / Payflow processors because they use a different version which Shopify doesn't support.
Automatic payments via "Reference Transactions" is the PayPal feature that allows you to charge customers automatically for the post-purchase offer. When you have PayPal Express activated on your store, Shopify automatically asks PayPal for Reference Transactions approval on your behalf, when it detects that you're actively using OCU (you've selected it as the Post-purchase page app in the Settings > Checkout section of your Shopify admin).
You can check if you've been approved for Automatic payments by reviewing the status of your request on the Payments page of your Shopify admin. See this section of Shopify's help article for more details.
📝In rare cases, your PayPal account will show as "Approved" for Automatic payments in Shopify admin, when in fact the connected account does not have "Reference Transactions" enabled by PayPal yet. For example if it shows approved, but your customers are not presented with a post-purchase offer when paying with PayPal.
If the Billingagreementid parameter is not included within the PayPal transaction details in the Timeline of your Orders, then it means Reference Transactions have not been enabled yet. Contact PayPal Customer Support directly and request they enable that on your account.
In most cases, you have to have a minimum of $10k in sales each month over a three month period before PayPal will approve you for Reference Transactions.
Non-supported Payment Methods
There's currently no post-purchase offer support for other digital wallets or any offsite payment gateways that offer installment payment plans:
Digital Wallets (Amazon Pay, Google Pay, Apple Pay, etc).
Offsite payment gateway (Checkout.com, Afterpay, Sezzle, Klarna, Affirm, QuadPay, etc)
For the following scenarios, the one click Post-purchase offers will not be presented to the customer:
The original purchase was entirely paid for with a Gift Card.
The original purchase was entirely paid for with a "Manual" payment method, such as "Cash on Delivery" (COD).
The customer chooses local delivery or local pickup as their delivery method for the order.
The original purchase was entirely paid for with a "Digital Wallet" type payment method other than Shop Pay or PayPal Express.
Any other flow where the original checkout is entirely paid, but Shopify doesn't have a vaulted credit card from the customer on hand.
The original purchase is for $0 ("free" checkouts), the post-purchase offers will also be skipped.
The order used "multi-currency" I.e. paid for in a currency other than the one you've set as the Store Currency in your Shopify admin.
Please reach out to us in support if you have any questions at all!