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Creating a Post-Purchase Offer

Learn how to build and customize a post-purchase widget

Diana Ibarra avatar
Written by Diana Ibarra
Updated over a week ago

Introduction to Rebuy Post-Purchase Offers

Rebuy’s Post-Purchase solutions offer a powerful and seamless way to present additional offers to your customers—immediately after they complete their purchase. Unlike traditional Thank You or Order Status pages from Shopify or Recharge, Rebuy’s solution appears before customers see the final confirmation screen—making it easier to drive conversions without needing additional checkout steps.

Why Use Rebuy for Post-Purchase Offers?

  • Easy Setup: Creating post-purchase widgets and flows is straightforward and doesn’t require manual code changes.

  • More Flexibility Than Shopify or Recharge: Shopify limits customizations on Thank You and Order Status pages, and no longer supports adding upsell or recommendation widgets there. Rebuy’s solution works fully within Shopify’s framework without those restrictions.

  • Smart Targeting: Use robust data source rules to personalize offers based on customer behavior or cart contents.

  • Free Shipping Promotions: Easily add post-purchase incentives like free shipping to increase conversions.

  • No Manual Widget Placement Required: The system automatically connects your widget during flow setup—no need to manually paste in widget IDs.


What You’ll Learn in This Guide

In this article, you’ll learn how to:

  1. Create a Post-Purchase Widget – Your first step to offering personalized upsells.

  2. Build a Post-Purchase Flow – Decide when and how your offers appear.

  3. Enable Rebuy in Shopify – Make Rebuy your official post-purchase provider.

📘 Before You Start: We recommend reviewing our supporting docs on post-purchase best practices, capabilities, definitions, and limitations to ensure your setup is both strategic and optimized.


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.


How to Create a Post-Purchase Widget in Rebuy Engine

Follow these steps to set up a post-purchase widget in your Rebuy Engine dashboard:

  1. Log in to your Rebuy Engine account using your credentials.

  2. In the left-hand side panel, click on “Checkout & Post Purchase.”

  3. Under the Post-Purchase section, select “Post-Purchase Widgets.”

  4. Click the “New Widget” button to begin creating a new widget.

  5. Give your widget a name, then click “Create” to finalize the setup.

✅ Tip: Naming your widget clearly makes it easier to manage later.

What to Do Next: Customize or Go Live

After creating your post-purchase widget, you have two options:

1. Continue Customizing

If you'd like to fine-tune your widget’s settings, data source rules, or design, follow the steps in the Additional Customization section below. This is ideal if you want more control over how and when your offers appear.

By default, Rebuy configures your widget to use its recommended AI endpoint, but you're free to update data sources with custom rules that better match your business goals.

⚠️ Just a heads-up: Improperly configured data sources can cause the widget to display incorrect content—or not appear at all.

2. Go Live

If you're ready to launch, continue with the following steps:

✅ Remember: Your Post Purchase Flow will only activate when widgets are live, data source rules match your setup, and the flow status is set to Live.

Creating a post-purchase flow

Head over to the "Post-Purchase Flow" article.

Enabling post-purchase in Shopify

Head over to the "Enabling Rebuy Post-Purchase Offers In Your Shopify Admin" article.

Ensure that the Post Purchase Page Section is set to "Rebuy Engine" in Shopify settings. This step is crucial for the widget to appear correctly during the post-purchase phase.

Once your widget is built, the Post-Purchase Flow is enabled, and Rebuy is set as your post-purchase provider in Shopify, your setup is officially live! 🎉


Additional Post-Purchase Configurations

Customizing the offer

Once the widget is created, you can customize various aspects such as the recommendations displayed, offer duration, language, and more.

Change Recommended Products:

  • Click the 'Data Source' text on the editor screen.

  • Use the dropdown to select a different data source if you wish to modify the recommendation rules and decide which items should be recommended.

  • To avoid recommending products the customer just purchased, enable the 'Filter input products' option in your data source settings

Post-Purchase does not support the following data source rules:

  • Recently Viewed Endpoint

  • Buy it Again Endpoint

  • Products Search Endpoint

  • URL Based Rules

  • Order Tag Rules

  • Geolocation Rules


Language

Customizing Text and Language in Your Post-Purchase Widget

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.

Customizable Text Elements in the Post-Purchase Offer

You can customize various text elements in your post-purchase offer to create a personalized experience for your customers. These include:

  • Descriptions

    • Shopify Description: Automatically pulls the product description from Shopify, unique to each product.

    • Custom Global Description: Set a description that applies to all products in the same offer. You can adjust text size, bold/italicize/strikethrough, alignment, and colors (Black, Gray, Red, Mustard Yellow, Green). It also supports multi-line text.

  • Quantity

  • Recurring Subtotal

    • This applies to subscriptions only

  • Subtotal Price

  • Shipping

  • Taxes

  • Total Price

  • Not Available

  • Save

  • Free

Modal Action States

  • Pay Now

  • Decline Offer

  • Display Price: This will toggle on/off the price being visible in the button.

Global Language Translation

Text fields above will override the language selected in the Global Language Translation dropdown.


Product Display

You have the option to display up to ten products for each offer in your post-purchase widget. By default, the widget is set to show a single product, but you can change this setting within the widget's product display settings.

Number of Products to Show and Display Type

  1. Navigate to the Widget Editor: Access the widget editor in Rebuy Engine where you created your post-purchase widget.

  2. Access General Settings: Locate and click on the 'Product Display' settings.

  3. Adjust Product Limit:

    • Use the scale to change the product limit from 1 to 10 to display ten products for each offer if you wish.

  4. Choose how products are displayed by selecting one of the following layout options:

    • List – Single column view (default experience).

    • Grid – Multiple columns to display more than one product.

    • Carousel – Up to two products visible at a time with navigation arrows.

  5. Save Changes: Ensure you save the changes to update your widget with the new product display settings.

Important Notes:

  • Grid and Carousel are only available if the Number of Products to Show is set to more than one.

  • Previewer for carousel display type doesn't match what's actually seen onsite.

  • The number of columns for the Grid layout and the number of products visible in the Carousel will automatically adjust based on the customer’s screen size.

  • Due to Shopify limitations, we are unable to detect the exact screen size a customer is using, so merchants cannot manually set a specific number of columns.

  • The default layout is List.

Configuring Product Details

  1. Locate the Product Details Section

    • Within the Product Display settings, navigate to the Product Details section.

  2. Toggle Visibility Options

    • You can now customize what product details are shown in the post-purchase display:

      • Show Variant Selectors – Enable/disable product variant selection.

        • Variant Selector Type – Choose between a single combined dropdown with all variant combinations (like in cart widgets), or separate dropdowns for each variant option.

      • Auto-select Previous Variant – Automatically select the same variant in the post-purchase offer as the one chosen during purchase (e.g., if a shopper buys a “Large” shirt, the “Large” variant will be pre-selected in the offer).

      • Show Subtotal – Display or hide the subtotal of selected products.

      • Show Shipping – Show or remove shipping costs from the display.

      • Show Taxes – Toggle the visibility of applicable taxes.

      • Show Total – Choose whether to display the total amount.

    • Decline All Setting

      • This setting controls where the Decline All button appears on the post-purchase page. When clicked, the Decline All button will decline all offers on that post-purchase page.

        • None (default): The Decline All button is not shown.

        • Above: Displays the button at the top of the offers.

        • Below: Displays the button at the bottom of the offers.

        • Both: Displays the button at both the top and bottom of the offers.

  3. Save Changes

    • Once you've adjusted these settings, make sure to save your changes so they apply to your post-purchase widget.

If you set the product limit to 10, the widget will display two products per offer, as long as ten products match the data source rules. The editor will automatically update as you adjust the number of products displayed.

When the product limit is set to 10, the customer will remain on the same page while reviewing each offer. They must accept or decline the first offer before moving on to the next. The page won’t update until all offers are either accepted or declined. To make this process more efficient, you can enable the "Decline All" option, which allows customers to dismiss all offers at once, instead of having to decline each one individually.


Customizing Product Types in Your Post-Purchase Widget

You can choose to display one-time purchase products, subscription products, or both by adjusting the product display settings in the widget editor.

Steps to Customize Product Types

  1. Navigate to the Widget Editor: Access the widget editor in Rebuy Engine where you created your post-purchase widget.

  2. Access Product Display Settings: Locate and click on the 'Product Display Settings' section within the widget editor.

  3. Select Product Types:

    • Choose to display one-time purchase products only.

    • Select subscription products only.

    • Opt to display both one-time and subscription products.

      • You have the option to set subscription products as the default display.

  4. Choose whether to display these options as a dropdown or radio buttons: Select the layout that best fits your store’s design and customer experience — use a dropdown for a cleaner, space-saving look, or radio buttons for a more prominent, side-by-side presentation of options.

  5. Save Changes: Ensure you save the changes to update your widget with the new product type display settings.


Customizing Quantity Settings in Your Post-Purchase Widget

You can control the quantity settings of the recommended products in your post-purchase widget. Here are the options available:

Single Quantity Option

  • Set to Single Quantity: Your recommendation can be set to only permit a single quantity of the product.

Allowing Quantity Adjustments

  • Enable Quantity Feature: If you wish to allow customers to increase their quantity, you can activate the quantity feature in the widget editor.

    • Starting Quantity: Enabling this feature will automatically set the starting quantity to 1.

    • Adjustable Settings: You have the flexibility to adjust both the starting quantity, minimum quantity, and the maximum quantity according to your preferences.


Customizing Variant Selectors in Your Post-Purchase Widget

Rebuy's default setting is to show variant selectors for your recommended products. However, you can adjust these settings based on your preferences.

Options for Variant Selectors

  • Show Variant Selectors: By default, variant selectors are enabled, allowing customers to choose different variants of the recommended product(s).

  • Restrict to Single Variant: You can deactivate the variant selector to restrict customers to purchasing only one variant. This prevents customers from modifying the variant.

  • Limit Variant Images: If you choose to show variant selectors, you can also limit the number of variant images displayed.


Components

Customizing and Adding Components in Your Post-Purchase Widget

In Rebuy Engine, you can customize existing elements and add new ones to your post-purchase widget to better align with your brand and enhance the customer experience.

Customizing Existing Elements

  • Callout Banner: You can customize the Callout Banner and other existing elements in the Blocks tab of the widget settings.

  • Product Information: This remains static.

  • Timer: Countdown timer.

Adding New Components

  1. Text: A text-only block. Useful for adding messaging, promotional copy, instructions, or disclaimers. Supports basic formatting options.

  2. Image & Text: Combines text with an image. Ideal for highlighting product features, displaying trust badges, or reinforcing your offer visually.

  3. Image: Displays an image without any accompanying text. Best used for product images or logos.

  4. Separator: A horizontal line that visually separates sections or blocks, helping to organize the page and improve readability.

  5. Multiple Pay Now Buttons: Enables you to add more than one Pay Now button to your post-purchase layout, increasing visibility and access for customers to improve conversions.

    1. Available only when Number of Products to Show is set to 1. If your settings are changed to show more than one product, all additional Pay Now buttons will be automatically removed.

    1. Each button supports:

      • A text input (placeholder: “Pay Now”)

      • Displaying the product price directly on the button.

    2. Multiple buttons can be added across the layout to optimize placement.

    3. You can adjust the padding of the buttons within the component settings.

Steps to Customize and Add Elements

  1. Navigate to the Widget Editor: Access the widget editor in Rebuy Engine where you created your post-purchase widget.

  2. Adding New Components:

    • Click on the 'Components' section.

    • Select 'Add Component'.

    • Choose the component you would like to add (e.g., image, timer, text block).

  3. Edit Components:

    • After adding a component, you can edit it via the side panel. Adjust text, images, timer settings, etc., as needed.

  4. Arrange Components:

    • Click and drag the components in the editor to rearrange their positions. This helps you achieve the right fit for your brand.

  5. Save Changes: Ensure you save the changes to update your widget with the new and customized components.

Currently, you cannot utilize custom CSS to modify elements beyond what's available within the widget settings.


Discounting

Customizing Discounts in Your Post-Purchase Widget

Using the Discount tab in Rebuy Engine, you can offer discounts on your items in the post-purchase widget. You have the flexibility to choose between a percentage discount or a fixed amount discount. Additionally, you can control how the discounted price is displayed to your customers.

Steps to Customize Discounts

  1. Navigate to the Widget Editor: Access the widget editor in Rebuy Engine where you created your post-purchase widget.

  2. Access the Discount Tab:

    • Locate and click on the 'Discount' tab within the widget settings.

  3. Compare Price Display:

    • Use the "Compare Price with" dropdown to select whether to show the price of the item or the Compare at price set up 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 based on the sale price, not the Compare at Price.

  4. Select Discount Type:

    • Choose between a percentage discount or a fixed amount discount.

  5. Subscription Product Discounts:

    • If you are offering subscription products, an additional section called "One-time discount for Subscription" will appear under the "Discounting" tab.

    • This discount will apply to the first subscription order. For subsequent orders, the regular subscription price will be used based on the subscription frequency.

Important Notes

  • The discount applied is always based on the current price of the product in Shopify.

  • For subscription products, the one-time discount applies only to the first order, reverting to the regular price for future orders.

  • You don't need to use Shopify Functions for implementing discounts in Post-Purchase offers. The discounting mechanism for Post-Purchase offers operates separately and doesn't rely on the Shopify Functions feature.


Shipping

Customizing Shipping Rates for Your Post-Purchase Widget

You can customize a shipping rate specifically for the item featured in the post-purchase widget using the "Shipping Fee for Onetime" section of the Discount tab. It's important to note that these settings will only affect the item in the widget, and not the entire order.

Steps to Customize Shipping Rates

  1. Navigate to the Widget Editor: Access the widget editor in Rebuy Engine where you created your post-purchase widget.

  2. Access the Discount Tab:

    • Locate and click on the 'Discount' tab within the widget settings.

  3. Customize Shipping Fee:

    • Find the "Shipping Fee for Onetime" section.

    • Set a specific shipping rate for the item featured in the widget.

    • You can choose options such as "Free" shipping or set a fixed shipping fee.

Important Notes

  • Widget-Only Shipping Rate: The shipping rate customized here will apply only to the item(s) in the widget.

  • Order-Wide Shipping Charges: Selecting "Free" shipping in this section will not eliminate shipping charges for the entire order, only for the featured item(s).


Advanced Settings

There are several advanced settings to enhance your post-purchase widget functionality. These include managing partial orders and enabling review integrations.

Updating Partial Orders

In some cases, Shopify may release post-purchase orders even if the customer's payment information is invalid or outdated, resulting in partially paid orders. Rebuy has developed a system to manage such scenarios:

  • Feature Overview: This system will automatically remove line items from partial orders if the customer does not update their payment method within 30 minutes.

  • Enabling the Feature:

    1. Navigate to Widgets.

    2. Select Post Purchase Widget.

    3. Go to Miscellaneous Settings.

    4. Enable the feature to handle partial orders.

  • For more information on partially paid orders, refer to the specific document for this feature in the Rebuy Engine Help Center.


Integrations

Rebuy Engine supports integrations with select review partners, allowing you to incorporate customer reviews into your post-purchase experience.

  • Enabling Review Integrations:

    1. Ensure you have a review app service with one of Rebuy's select partners.

    2. Enable the review service within Rebuy.

    3. Navigate to the Integrations section in your widget settings to enable review integrations.

  • For assistance with setting up your review integrations, refer to the Rebuy Engine Help Center.


Styling Post-Purchase

Please note that styling the Post-Purchase widget from within Rebuy is restricted due to Shopify's limitations. You cannot add any custom CSS code to the widget as you can with other Rebuy widgets. Shopify restricts the ability to push custom code directly into the Post-Purchase environment. However, some widget styling elements such as button color, text colors, and fonts are inherited from your Shopify Checkout settings. This means your Shopify-branded appearance will partially carry over to your Post-Purchase widget..

From your Shopify admin, follow the steps below to change the Post Purchase buttons colors and font type. You can adjust the following appearance elements for your Post-Purchase widget:

  • Button colors

  • Fonts

  1. Log into Shopify Admin: Open your web browser and go to your Shopify admin dashboard. Log in with your admin credentials.

  2. Navigate to Settings: In the lower-left corner of your Shopify admin dashboard, click on "Settings."

  3. Select Checkout: In the Settings menu, find and click on the "Checkout" option.

  4. Click Customize: On the Checkout settings page, look for the "Customize" button and click on it. This will open the checkout customization panel.

  5. Access Settings: Within the customization panel, click on the "Settings" icon, usually located at the bottom or side of the panel.

  6. Adjust Colors and Fonts: In the settings menu, you can adjust the colors and fonts to match your brand's styling:

    • Change button colors to align with your brand

    • Modify text colors for better readability

    • Select fonts that match your brand identity

Save Changes: After adjusting the colors and fonts, ensure you save your changes. This will apply the new styling to your checkout page and affect the Post-Purchase widget as well

Common Issues and Tips for Styling

  • Widget Preview Discrepancies: Changes made in the Shopify Checkout Editor may not immediately reflect in the widget preview within your Rebuy dashboard. For accurate testing, we recommend completing a test order to verify the updates.

  • Inherited Shopify Settings: Ensure your Shopify Checkout settings match your intended branding, as they directly influence the widget's appearance.


How to Preview Your Post-Purchase Offer in Rebuy

To preview your post-purchase offer in Rebuy, follow these steps:

  1. Add a Product to the Previewer

    • Locate the product previewer within the Rebuy interface.

    • Add a product to initiate the preview process.

  2. View the Visual Preview

    • Once a product is added, the previewer will generate a visual representation of your post-purchase offer.

  3. Switch Between Desktop and Mobile Views

    • Use the toggle feature within the editor to see how your offer will appear on both desktop and mobile devices.


Post-Purchase Analytics

To view your post-purchase analytics, head over to the reports and view the post-purchase analytics tab.


Limitations

Checkout our article that outlines the post-purchase limitations

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