Set up an upsell campaign

What starts it

Each paid order starts the campaign once. With Shopify, an order counts when it is paid or partially paid, and test, unpaid and cancelled orders are skipped. With the Custom API, a checkout/completed event starts it. A File upload campaign starts for the people you add or enroll. The 30-day cooldown on Start conditions means a customer who orders twice within 30 days hears from it once.

The Growth Dept ACR app for Shopify reports an order only when it is created, so an order paid later does not start the campaign on a store that uses the app. Stores on a Growth Dept connection get the later update.

Set it up

1. Create the campaign with Upsell after purchase and pick Shopify, Custom API or File upload.
2. On Offer, fill in What to offer: the product, who it suits and when to mention it. Publishing is blocked until you do. A discount code is optional; see offer and discount codes.
3. Under Advanced, open General settings and put the product page in Link for every shopper. The template sends that one link to everyone and cannot publish without it.
4. Read Instructions. The template thanks the customer for the order, offers the product once, never promises it will ship with the order already placed, and passes changes to that order to your team.
5. Publish, then switch on Order paid on the lead source step.

How it runs

The recommended sequence calls the day after the order, texts two hours later, emails the next day, and ends three days after that. When the customer orders again and the order is credited to the campaign, the run ends as a purchase. A hand-off counts as success too.

Calls need call consent, which Shopify does not record, so Shopify customers get the text and the email unless call consent is on record for them.