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.
Creating 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.
Next Steps for Your Post-Purchase Widget
Now that your post-purchase widget is built, you have a few options on what to do next. You can continue customizing your widget settings and data source rules, or proceed with the default settings and appearance. By default, your widget rules will be configured to use Rebuy's recommended AI endpoint, but you can update your data sources to be as detailed as you prefer.
If you wish to continue customizing the widget, follow the steps in the Additional Customization section below.
If you wish to go live, proceed to the next step of creating a post-purchase flow and the final step of enabling Rebuy as the post-purchase provider in Shopify.
For detailed guidance on these steps, refer to the relevant sections below.
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.
Once you have your widget built, the flow enabled, and Rebuy configured as your post purchase provider in Shopify, you are 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.
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
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 have the ability to modify the following items:
Descriptions
Shopify Description: Automatically pulls the product description directly from Shopify so it will be unique to each product recommended in the post-purchase offer.
Custom Global Description: Set a custom description that will apply to all products in the same offer.
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 two 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
Navigate to the Widget Editor: Access the widget editor in Rebuy Engine where you created your post-purchase widget.
Access General Settings: Locate and click on the 'Product Display' settings.
Adjust Product Limit:
Use the scale to change the product limit from 1 to 2 to display two products for each offer if you wish.
Save Changes: Ensure you save the changes to update your widget with the new product display settings.
Configuring Product Details
Locate the Product Details Section
Within the Product Display settings, navigate to the Product Details section.
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.
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.
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 2, the widget will display two products on the offer, provided that two products match the data source rules. The editor will automatically update as you adjust the number of products to display.
If the product limit is set to 2, and the customer chooses to accept or decline the first offer, they will remain on the same page until they make a decision on the second offer. The page will not change until both offers are either accepted or declined.
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
Navigate to the Widget Editor: Access the widget editor in Rebuy Engine where you created your post-purchase widget.
Access Product Display Settings: Locate and click on the 'Product Display Settings' section within the widget editor.
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.
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.
Adding New Components
Text: Text only block.
Image & Text: Text and image block.
Image: Image only block.
Timer: Countdown timer.
Separator: Separator between blocks
Steps to Customize and Add Elements
Navigate to the Widget Editor: Access the widget editor in Rebuy Engine where you created your post-purchase widget.
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).
Edit Components:
After adding a component, you can edit it via the side panel. Adjust text, images, timer settings, etc., as needed.
Arrange Components:
Click and drag the components in the editor to rearrange their positions. This helps you achieve the right fit for your brand.
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
Navigate to the Widget Editor: Access the widget editor in Rebuy Engine where you created your post-purchase widget.
Access the Discount Tab:
Locate and click on the 'Discount' tab within the widget settings.
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.
Select Discount Type:
Choose between a percentage discount or a fixed amount discount.
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
Navigate to the Widget Editor: Access the widget editor in Rebuy Engine where you created your post-purchase widget.
Access the Discount Tab:
Locate and click on the 'Discount' tab within the widget settings.
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).
Miscellaneous Settings
Rebuy Engine offers several miscellaneous 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:
Navigate to Widgets.
Select Post Purchase Widget.
Go to Miscellaneous Settings.
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:
Ensure you have a review app service with one of Rebuy's select partners.
Enable the review service within Rebuy.
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, and you cannot add any CSS code to the widget as you can with other Rebuy widgets due to limitations imposed by Shopify.
However, you can make a few modifications within your Shopify checkout customizer that will also affect your Post Purchase widget, allowing it to match your checkout page styling.
From your Shopify admin, follow the steps below to change the Post Purchase buttons colors and font type.
Log into Shopify Admin: Open your web browser and go to your Shopify admin dashboard. Log in with your admin credentials.
Navigate to Settings: In the lower-left corner of your Shopify admin dashboard, click on "Settings."
Select Checkout: In the Settings menu, find and click on the "Checkout" option.
Click Customize: On the Checkout settings page, look for the "Customize" button and click on it. This will open the checkout customization panel.
Access Settings: Within the customization panel, click on the "Settings" icon, usually located at the bottom or side of the panel.
Adjust Colors and Fonts: In the settings menu, you can adjust the colors and fonts to match your brand's styling. Make your desired changes here.
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.
How to Preview Your Post-Purchase Offer in Rebuy
To preview your post-purchase offer in Rebuy, follow these steps:
Add a Product to the Previewer
Locate the product previewer within the Rebuy interface.
Add a product to initiate the preview process.
View the Visual Preview
Once a product is added, the previewer will generate a visual representation of your post-purchase offer.
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
Need Help? If you have any questions or need assistance, please reach out to us via the chat bubble within the app.