Create an Upsell Automation

   Tip: Select any of the images or GIFs in this article for a closer look.

Post-purchase automations are an effective way of re-engaging customers who have made a purchase with your post. 

In this article, we walk through how to create an up-sell post-purchase automation.

What is an Upsell?


An upsell gives you the opportunity to suggest a more expensive or premium product based on items a customer previously purchased.

For example, a shop that sells skincare products might recommend a skincare bundle to customers who have purchased a specific skincare item. Maybe the bundle includes a larger size of that product or offers additional products that complete the routine. 

How an Upsell Automation Benefits You


  • Offer a personalized experience with a premium product recommendation based on items a customer previously purchased from your shop.
  • Automatically re-engage a customer who has previously made a purchase with your shop.
  • Increase your customers' average order value (AOV).

Choose Automation Trigger and Filters


Every post-purchase automation should start with the basics: Automation Trigger as Order Delivered and Cancellation Trigger as Checkout Started.

From here, you'll add a Trigger Filter, which allows you to specify which items Postscript should look for in previous orders. It's how Postscript will know which subscriber to pull into the upsell automation.

  1. Select Yes from the Trigger Filters drop-down.
  2. Select + Add Filter.
  3. Select the + Add Filter Field drop-down, then select Line Items.
  4. Select + Add Entry.
  5. Choose SKU or Product Title.
  6. Enter the SKU or Product Title of the item. 
    • With SKU, select the Equals refinement criteria and enter the SKU for the previously purchased item. You can add additional SKUs by selecting + Add Entry.
    • With Product Title, you can enter the item name. If you choose the Equals refinement criteria, then you will need to enter the exact name of the product. If you choose Contains, you can enter part of the item name (e.g., moisturizer, protein powder, vitamins, etc.). This can be helpful if you want to target items in a collection.
  7. Select Save & Continue to Messages in the bottom-right corner of the page.

Optional

When recommending an upsell product, you might want to eliminate those subscribers who have purchased the recommended item in the past.

  1. Select Yes from the User Filter drop-down.
  2. Select Purchase Product Items.
  3. Choose the Includes refinement criteria, then select the item from the drop-down (in our example, we would choose "Skincare Bundle").

Now Postscript will only send the upsell recommendation to customers who have purchased specific items but have not previously purchased the product you are trying to upsell.

Create Your Message


You have flexibility when it comes to what you include in your upsell message and it will ultimately come down to what works best for your brand and your customers. We offer a few suggestions below.

  1. Set your Wait delay. Decide when you want your upsell message(s) to send once an order is delivered. Your options include hours, days, and weeks.
    • For our example, we chose 60 days because our product has a longer life. After about 60 days, they might be running low on the skincare product they previously purchased and looking to re-buy. Here we can offer that product PLUS additional items that complete the routine.
  2. Include a product photo. Since you are recommending a specific item, feature it in a product photo or GIF. Give customers a preview of the product that entices them to click your shop link.
  3. Add personalization with message tags. Add dynamic tags such as {first_name} so that the sent message populates with the subscriber's first name. It's a simple and effective way to build rapport and trust with your customers.
  4. Talk up the product. Tell customers why this recommended product is perfect for them. Does it complement a previous purchase? Enhance it? Let them know why they need it.
  5. Offer an incentive. Whether you choose to offer an incentive might depend on the product, your margins, and/or your shop strategy. You can add a unique coupon code using the More drop-down that will auto-apply at checkout.
  6. Link directly to your store. Add a link to your shop so customers can quickly hop in, browse, or make a purchase straight from the text message.
  • Create a sense of urgency (not pictured). Use your message copy to create a sense of urgency around the product. Popular examples include This offer expires at midnight! or These products are going fast—get yours before they're gone!

Once you Save your automation, make sure to select the Enabled toggle to turn the automation on.

Please note that including images, GIFS, and/or emojis will affect the number of available message characters, the message type, and the credits a message costs to send. You can learn more about credits and message types here.

Extra Resources


  • Fantastic Texts. Need some inspiration? Check out some real-life customers and how they interact with their subscribers regarding up-sells.
  • Customize Your Message. Learn the ins and outs of message customization with this resource.
  • Postscript Roots. Level up your SMS skills with our quick walkthrough videos of Postscript features and tools.
  • 2021 SMS Emoji Trends Report. Learn about the most used and top-trending emojis based on analyzing millions of text messages. 👇 😍 🔥 👉 🎉 ✨ 🛍️ 🎁 🚨😇 💅 🦋 💞 😅 🦅🏌 ☎️ 🍃 ⚾ 👔

Get Support


Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!

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