What you’ll do
Turn on global defaults so the Thank‑You page can show subscription upgrades.
Launch a simple, high‑fit upsell for example - in this guide, we’ll use the example of, cross-selling a "nighttime" variant when a customer buys a “morning” variant.
Measure for success
Why it works
The offer appears after checkout, so there’s no checkout conversion risk.
It turns one‑time buyers into subscribers or adds a relevant product in one click.
Fast to launch; results show up immediately in your existing analytics.
This will take you about 9 minutes to set up!
1) Turn on the global defaults (>1 minute)
Path: Optimization → Post Purchase Upsells → Default Settings
There is no reason not to have these default settings turned on! When you first click Post-Purchase Upsells, the default settings modal will pop up for you.
Recommended settings
Offer subscription upsells to one-time checkout: On. Make sure this is turned on! It will show customers “upgrade to subscription” when the purchased item has a selling plan.
Default subscription shipping price: $0 to keep acceptance friction-free. Only set a value if the upsell meaningfully changes shipment weight (e.g., 1-pack → 3-pack for heavier products).
(optional) Additional promotion discount: If left blank, the selling-plan discount still applies; use this only when you want to offer additional discounts to really sweeten the deal.
3) Launch your first upsell (~7 minutes)
Path: Optimization → Post Purchase Upsells → Create New Post Purchase Upsell
For the sake of using an example, the setup steps will assume you are creating your first post purchase upsells for morning vs. night-time tea blends.
Setup steps
Name it clearly (e.g., Upsell · Nighttime Product · First Win).
Conditions (pick one simple pattern):
Exclude the target product: Excludes All Products Selected → choose your “nighttime” variant(s). The offer shows only when "nighttime" isn’t already in the order.
Cross-sell by context: Includes Any Products Selected → choose your “morning” variant(s) so "nighttime" appears when a morning item is purchased.
Upsell products → Select Specific Products:
Choose the “nighttime teas” variants to offer as a subscription.
Shipping cost: keep $0 unless weight genuinely impacts cost.
Additional discount: add a modest bump (e.g., 20%). This stacks with the selling-plan discount in practice.
Prioritization: Leave the “prioritize configured products” box unchecked for your first launch so the default upgrade-to-subscription offer can appear at the top. Check it only when you want your configured upsell tiles to take precedence over that.
A/B testing: Skip Test products against each other on your first run to get a clean baseline.
Toggle Active → Save.
Outcome: A Thank-You-page upsell that upgrades a one-time buyer to a subscription or adds a high-fit product in one click.
2) Enable Stay AI on Shopify’s Post-purchase page (≈1 minute)
Path (Shopify Admin): Settings → Checkout → Post-purchase page → select Stay AI → Save.
This is required so your upsell actually renders on the Thank-You page.
Measure success (use metrics you already track)
Path: Analytics → Product Performance → Performance
Subscription opt-in & first-order value: Track first-order subscription AOV and subscription opt-in in the dashboard.
Retention: Monitor retention for the affected variants over time as you iterate.
Your Post-Purchase Upsell Checklist
Defaults on: subscription upsells enabled; default shipping $0; optional promo discount set if desired.
Set your first upsell live: clear name, simple condition, products selected, prioritization decided, Active + Saved.
Shopify set: Post-purchase page provider = Stay AI.
Measure success: Comparison benchmarks documented; exports available if needed.