Rebuy offers Post-Purchase solutions that differ greatly from Shopify and Recharge's Thank You pages. These offers are presented right before the customer checks out, after they have already bought a product. Setting up is a breeze compared to Thank You Pages, and you'll benefit from comprehensive data source functionality. Plus, you can even offer free shipping!
In this article, you'll discover how to create a post-purchase widget, which is your first step towards going live. You'll also learn how to build a flow and enable Rebuy as your post-purchase provider in Shopify. Let's get started!
First things first! Please read over the following documents to ensure you know all there is about post-purchase and it's capabilities, definitions, best practices, and limitations.
Video tutorial
This step by step video will walk you through how to set up a post-purchase widget, post-purchase flow, and how to enable Rebuy as your post-purchase provider in Shopify.
Building a post-purchase widget
Follow these steps to create a post-purchase widget in Rebuy Engine:
Log into Rebuy Engine with your credentials.
Locate and click on the 'Post-Purchase' option in the dashboard menu.
In the 'Post-Purchase' section, click on 'Post-Purchase Widgets'.
To create a new widget, click on the 'New Widget' button.
Name your widget and click 'Create' to finalize.
Customizing the offer
Once the widget is created, you have the authority to customize the recommendation displayed in the Data Source, how long the customer has to accept the offer, the language of the widget discounts, and much more!
In order to change what Products are recommended, click the "Data Source" text above the widget preview:
You can use the dropdown to select a different data source if you wish to modify the recommendation rules and decide which items should be recommended. If you need more insight to data sources checkout more articles here.
Post-Purchase does NOT support the following data source rules:
Cart Based Rules
Exceptions: Cart Subtotal, Cart Line Count and Cart Item count will work
Recently Viewed Endpoint
Buy it Again Endpoint
Products Search Endpoint
URL Based Rules
Building a post-purchase flow (step 2)
Head over to the "Building a Post-Purchase Flow" article.
Enabling post-purchase in Shopify (step 3)
Head over to the "Enabling Rebuy Post-Purchase Offers In Your Shopify Admin" article.
Once you have your widget built, the flow enabled, and Rebuy configured as your post purchase provider in Shopify, you are LIVE!!
While not necessary, you can visit the widget page and mark your widgets as "installed" so that you know which ones you are using. This is not required, as the widgets will be live once you have them set up, activated the flows and Shopify admin settings as outlined above.
Additional Configurations
Product limits
If you would like, you can display up to two products for each offer. The widget is set to show a single product by default, however you can change this in the general settings within the widget under the "product limit" area.
If you have the product limit set to 2, then you will see two products on the offer such as the following example.
If you have the product limit set to 2 and the customer chooses to accept or decline the offer, it will remain on the same page until they choose to accept or decline the second offer on the page.
Language
You have the option to modify the default language for translating your post-purchase experience. While Shopify's restrictions prevent merchants from directly changing these global texts, you can handle the translation process yourself. Additionally, you can customize the text displayed on the buttons to align more closely with your brand identity.
In the post-purchase offer, you have the ability to modify the following items:
Description Button Success Button Decline Total Text Tax Text Shipping Text Subtotal Text Recurring Subtotal Text Quantity Text Not Available Text Discount Savings Free
Quantity
One option is to set your recommendation to only permit a single quantity by default. However, if you wish to grant customers the ability to increase their quantity, you may activate the quantity feature after purchase. Enabling this feature will automatically set the starting quantity to 2, but you have the flexibility to adjust both the starting quantity and the maximum quantity to your desired settings.
Variant selectors
Rebuy's default setting is to show variant selectors for your recommended product(s). However, if you prefer to restrict customers to purchasing only one variant, you can deactivate the variant selector. This will prevent the customer from modifying the variant.
Customization blocks
You can customize the existing elements of the widget, like the Callout Banner, in the Blocks tab of the widget settings. Additionally, you can add more elements like images, timers, and extra text blocks.
Currently, you cannot utilize custom CSS to modify elements beyond what's available within the widget settings.
Discounting
Using the Discount tab, you have the ability to offer a discount on your item by either selecting a percentage discount or a fixed amount discount.
Additionally, the "Compare Price with" dropdown enables you to choose whether to show the price of the item or the Compare at price that you have set up for the product in Shopify.
Note: The product will always be discounted from the price as it exists in Shopify. Selecting the "Compare at Price" option will display the Compare at Price in the Post-Purchase Offer but the discount itself is still based off of the sale price, not the Compare at Price.
Note: If you return subscription products in the widget, a different discount section (One-time discount for Subscription) will appear under the "Discounting" tab. This discount will be applied to your first subscription order, and after that, it will automatically switch back to the regular subscription price for your next order depending on the subscription frequency.
Shipping
You can customize a shipping rate specifically for the item featured in the widget by using the "Shipping Fee for Onetime" section of the Discount tab. Remember, these settings will only affect the item in the widget, so choosing "Free" shipping here will not make the whole order free of shipping charges.
Updating partial orders
There have been times where Shopify will release post purchase orders when the customer's payment information is not valid or updated thus leaving you with a partially paid order. This system we built will remove line item from partial order if the customer did not update to a new payment method after 30 minutes. You can enable it by navigating to widgets > post purchase widget > advanced.
Post-Purchase Analytics
To view your post-purchase analytics, click the view analytics button within the widget or go to the reports section to customize your timeframe. The button defaults to a 30 day report.
Limitations
Checkout our article that outlines the post-purchase limitations
Post-Purchase does NOT support the following data source rules:
Cart Based Rules
Exceptions: Cart Subtotal, Cart Line Count and Cart Item count will work
Recently Viewed Endpoint
Buy it Again Endpoint
Products Search Endpoint
URL Based Rules
Shopify Bundle items cannot be returned (Shopify Limitation)