Setup guide

The Setup guide on the Aftersell home page walks you through activating post-purchase upsells, your checkout page, and Rokt Thanks, and tracks your progress across each area.

The Setup guide sits at the top of the Grow your store column and walks you through activating each Aftersell surface. It tracks your progress automatically — steps complete themselves as you finish the underlying work, whether you did it from the guide or elsewhere in the app.

The guide is grouped into three areas. Each shows its own progress (for example, 2 of 3) and expands to reveal its steps.

Set up post-purchase upsells

Step	What it does
Enable Aftersell in Shopify settings	Select Aftersell as your post-purchase app in Shopify settings.
Create and activate your first funnel	Build a post-purchase funnel and set it live.
Enable Smart Funnel	Let Aftersell automatically show and optimize the best post-purchase offer for each customer.

Once every step is done, this area is relabelled Post-purchase upsells are live.

The funnel step is marked complete as soon as any funnel is active on your store — you do not need to have walked through the guide’s own flow for it to count.

Set up checkout page

Step	What it does
Create and activate your first checkout page	Build a checkout page and set it live.
Place app block in the Checkout editor	Drag the Aftersell app block into your checkout layout.

Once complete, this area is relabelled Checkout page is live.

Set up Rokt Thanks

Step	What it does
Enable Rokt Thanks	Turn on Rokt Thanks for your store.
Place app block on your Thank you page	Add the Rokt Thanks app block to your Thank you page.
Enroll in Earn & Save to lower your bill	Shown only if your store is eligible for Earn & Save.

Once complete, this area is relabelled Rokt Thanks is earning.

Dismissing the guide

The X in the guide’s header dismisses it, and the chevron next to it collapses it without dismissing.

Dismissal is not always permanent. If your Rokt setup is still incomplete when you dismiss, the guide is hidden for the current session only and returns the next time you open Aftersell. Once your Rokt area is complete, dismissing it sticks.

Either way, dismissing the guide brings up Quick actions in its place — the two never appear together.