Overview
Add a final offer to your funnel on the Thank You and Order Status pages, right after your customer completes their purchase. Customers often come back to the Order Status page to check on their order, which makes it a great spot for one more relevant offer.
Each Thank You & Order Status Pages offer can include up to 8 products. You can choose the products yourself, let OCU's AI recommend them, or use a mix of both in the same offer.
📝 Customers can add one product from the offer to their order. When they click Add to my order, they're taken to the Payment step of Shopify Checkout to pay for it.
Requirements: Checkout Extensibility
This offer works on the Checkout Extensibility versions of Shopify's Thank you and Order status pages. Shopify has deprecated Script Tags, which the previous version of this offer used. See Shopify's guide to upgrading to Checkout Extensibility for details.
If your store hasn't upgraded yet, OCU shows a notification in the Thank You & Order Status Pages Upsell section of your funnel. Click the link in the banner and follow Shopify's instructions to enable it:
After you enable and publish the new Thank You and Order Status pages, go to Settings > General in OCU and switch Application Status off and back on. This starts migrating your existing offers right away. Otherwise, OCU starts the migration automatically, which can take up to 24 hours.
📝 Since April 2024, new Shopify stores on the Basic, Shopify and Advanced plans use Checkout Extensibility for the Thank You and Order Status pages by default.
Adding the Offer app block using the Checkout Editor
After enabling Extensibility, you should add the "TY/OS Upsells and PostProfit" app block in the Shopify Checkout Editor to display offers on both the Thank You (TY) and Order Status (OS) pages. Follow the simple steps outlined in our informative popup or refer to the steps below:
📝 If there are no active published funnels with a TY page offer within OCU, the TY offer widget app block won't render in the Shopify Checkout Editor.
1. Click the "Go to Shopify editor" button in the top-right of the builder and select either "Thank You Page" or "Order Status Page", depending on which one you want to add the app block to:
2. In the Checkout Editor, click the "+ Add app block" button in the Order details or Order summary sections, depending on where you want the offer widget shown:
3. Select the "TY/OS Upsells and PostProfit" app block by clicking on it:
4. Adjust the app block location via drag & drop if desired, then click the "Save" button:
5. Repeat these steps on the Order status page if desired (recommended):
📝 To remove the app block from your TY or OS pages, click on it in the editor (1) then click the "🗑 Remove app block" button (2) at the bottom or on the ellipse (...) then on the "🗑 Remove" button. Then click Save:
📝It's strongly advised to add the "TY/OS Upsells and PostProfit" app block on both the Thank You and Order Status pages in the Shopify Editor. This ensures that the offer will be displayed correctly on both pages. Otherwise, it will only appear on the page where the app block was added.
Creating the Offer
Open a funnel from the Funnels section (or click Add New Funnel), then find the Thank You & Order Status Pages Upsell section at the bottom. You can start the offer in one of two ways:
Add Upsell Offer: choose the product(s) yourself.
Generate AI Offer: let OCU's AI recommend the product(s).
Whichever button you start with, you can add both types of products to the same offer later.
The Offer Card
Once the offer is created, it appears on the funnel as a Thank You Page offer card with its own Active status and distribution percentage.
From the offer card, you can:
Click Add Product to add a product you choose, or Add AI Product to add an AI-recommended product. An offer can hold up to 8 products in total.
Click the arrow to expand the card and see stats (Views, Conversion, Revenue, Rev. / Visit) for each product.
Open the More actions (•••) menu on a product row to manage that product.
Use the icons in the card header to open the Offer Editor (✏️), create an A/B Split Test, or Download Statistics.
Mixing manual and AI products
An offer can include:
Manual products only: specific products you select.
AI products only: products OCU's AI recommends for each order.
Both: a mix of products you select and AI recommendations.
For example, you could feature one hero product you always want to promote, then fill the rest of the offer with AI recommendations.
📝 Dynamic AI requirements: you need products in your catalog, and at least one order on record for OCU to determine bestselling products.
Customizing the Offer
Click ✏️ on the offer card to open the Offer Editor. The sidebar has four sections: General, Incentive, Buy Boxes, and Buttons. The preview on the right updates as you make changes.
General
Use the General section to set how the products in your offer are laid out:
Products Alignment: Vertical lists products one below the other. Horizontal shows products side by side.
Type (Vertical only): Carousel shows the products in a carousel with scroll arrows. Stack shows the products stacked on top of each other.
Products to Display: how many products are visible at once, from 1 to 4.
The Vertical alignment with the Carousel type and Products to Display set to 1:
The Horizontal alignment with Products to Display set to 3:
Incentive
In the Incentive section, turn on the Timer to add a countdown to the offer, then set:
Background Color: the color of the timer bar.
Time Limit: how long the countdown runs (3, 5, or 10 minutes).
Placement: where the timer appears, either Below offer headline or Header inline badge.
Buy Boxes
The Buy Boxes section lists every product in the offer. Click a product to open its Upsell Product settings.
Manual products
Each product you added yourself has its own settings:
Variants: choose which variant(s) to offer. By default, all variants are selected. If you select only one variant, a Hide Variant Selector option becomes available.
Discount:
None: no discount, the full product price is used.
Percentage: enter the % off.
Fixed amount: enter the amount off.
Compare at price: shows the product's "Compare at price" from your Shopify admin. This option doesn't actually lower the price like Percentage and Fixed amount do.
Hide Quantity Selector
Hide offer if any post-purchase upsell was shown: hides this product if the customer was shown any post-purchase offer. Turn it on for every product to use the Thank You page offer only as a fallback for orders where no post-purchase offer was shown (for example, orders paid with a payment method post-purchase offers don't support).
Hide offer if upsell product is purchased at Checkout: hides this product if the customer already bought it at checkout. When enabled, choose a quantity condition:
In any quantity: hides the product if any quantity of it was purchased.
In quantity of more than: hides the product if the quantity purchased is greater than the number you set.
📝 Both Hide offer settings apply to that product only. The other products in the offer are still shown.
Offer Description: adds a description area for extra sales copy.
AI products
AI products have a few settings of their own:
Recommendation Type:
Recommended Products: OCU's AI suggests products based on the items in the customer's order (and their past orders, if applicable).
Bestselling Products: shows your top-selling products from the last 60 days.
Discount: None, Percentage, or Compare at price. Fixed amount discounts aren't available for AI products.
Skip products already added manually (mixed offers only): stops the AI from recommending a product you've already added to this offer yourself.
Hide Quantity Selector, both Hide offer settings, and Offer Description work the same as for manual products.
📝Important notes
If your offer has more than one AI product, they all share one set of settings. The Buy Boxes section shows them together (for example, "3 products · shared settings"), and any change you make applies to every AI product in the offer.
Because AI products change from order to order, we recommend keeping the default
{{ product_title }}variable in the product title.
Buttons
In the Buttons section, set the Button Type for the Add to my order button:
Primary: uses the default button style from your Shopify checkout.
Secondary: inverts the default button colors for a contrasting look.
📝 The font color for the button will use the "Accent" color set in your Shopify Checkout Editor:
Editing text
Hover over and click any text element in the preview to edit its text and style with the inline text editor. You can also click AI Writing in the editor toolbar to generate copy. See Using the AI Copy Generator [OCU] for the full walkthrough.
Previewing the Offer
The interactive preview (1) and preview modes (2) in the Offer Builder will not display the actual offer placement on Thank You (TY) or Order Status (OS) pages. As noted, the default offer placement will be shown in preview. Actual appearance may differ depending on the location set in the Shopify Editor:
You can only preview the actual offer placement directly on your store pages or in the Shopify Theme Editor. The offer placement can be adjusted in the Shopify Editor by simply dragging & dropping the OCU TY/OS Upsells app block into the desired page section(s).
Important Notes
1. The updated extensibility version of the Thank You Page offer now supports multi-currency checkouts! This ensures that customers placing orders in a currency other than your Shopify store's default currency will still see the offer.
📝 The offer will initially be presented to your customers in your default store currency, but when accepted and paid for, it will automatically convert to match the customer's checkout currency.
2. Due to certain limitations in Shopify, we are unable to display errors directly during the buyer flow in checkout. Therefore, in the event of issues with a product (such as it becoming out of stock) when a customer clicks the 'Accept Offer' button, we will show a proxy page with an error description. While this is an edge case and typically not encountered, it currently serves as our only means to communicate problems to the end user.
3. For orders that use the Cash on Delivery payment method, after accepting the Thank You page offer, the user will be redirected to Shopify's order status page without any additional payment collection. This is because Shopify automatically adds these charges as COD to the order once we process the offer acceptance. Please note that in this case, the Remove Unpaid Items from Orders setting will not work, as payment is received upon delivery rather than during the online purchase.
4. Another limitation from Shopify concerns Draft Orders during pre-purchase, resulting in our Thank You and Order Status offers not being displayed if the customer completes their order on a Draft Order Checkout. When using either the "percent" or "fixed amount" discount for pre-purchase, or one of the multi-product incentives, OCU creates a draft order to auto-apply the discount amount to the checkout. While Shopify has committed to resolving this issue late 2024, we currently lack a solution for such cases.