Show for all customers trigger Product-Based Triggers
- Product/Collection Trigger
- Product Quantity Trigger
- Product Tag Trigger
- Product Type Trigger
- Metafields
- Product/Collection Exclusion Trigger
- Subscription Trigger
- Variant Name Trigger
- Customer Tag Trigger
- Customer Order History Trigger
- Customer Order Count Trigger
- Customer Language Trigger
- Once per Customer Trigger
- UTM Parameter Trigger
- Currency Trigger
- Shipping Country Trigger
- Random Sample Trigger
- Date/Time Trigger
- Shipping Method Trigger
Show for All Customers Trigger
A “Catch-All” funnel uses the “Show for All Customers” trigger. This funnel activates when an order does not meet the criteria for any other funnel. It serves as a safety net, ensuring no orders slip through without an upsell or thank-you page offer. To use it effectively, set this funnel to the lowest priority so it only appears if no other funnel triggers. Here are some examples:- You have three funnels: one for orders over $100, one for specific products, and one with the Show for All Customers trigger. If a customer places an order that doesn’t meet the first two funnels’ criteria, the Show for All Customers funnel will activate as a fallback.
- You want to ensure every customer sees at least one offer. Create a funnel with the Show for All Customers trigger and set it to the lowest priority. This funnel will catch any orders that don’t match your other targeted funnels.
Product-Based Triggers
*These triggers activate based on the products, collections, or variants in a customer’s cart.*Additionally, ensure proper configuration to prevent hidden or wholesale-only products from appearing unexpectedly in recommendations. This includes reviewing Shopify’s Product Recommendation logic and restricting such products at the add-to-cart stage, mitigating unintended visibility issues.Product/Collection
The Product/Collection Trigger displays the funnel when a customer purchases a specific product or a product from a particular collection. Here are some examples:- You have a funnel with a Product/Collection Trigger set to products X, Y, and Z. If a customer buys products A, B, and Y, this funnel will activate, showing the upsells within that funnel to the customer.
- You have a funnel with a Product/Collection Trigger set to products X, Y, and Z. If a customer buys products A, B, and C, this funnel will not activate since none of the specified products (X, Y, or Z) were purchased.
Product Quantity
The Product Quantity Trigger displays the offer based on how many of a specific product are included in the cart. Here are some examples:- You have a funnel with a Product Quantity Trigger set to “less than 3” for Product X. If a customer buys 2 units of Product X, the funnel will activate. If they buy 3 or more units of Product X, the funnel will not activate.
- You have a funnel with a Product Quantity Trigger set to “more than 1” for Product Y. If a customer buys 2 or more units of Product Y, the funnel will activate. If they buy only 1 unit of Product Y, the funnel will not activate.
Product Tag
The Product Tag Trigger displays the offer when products with certain Shopify tags are included in the order. Here are some examples:- You want to exclude discontinued products from receiving upsell offers. Set the Product Tag Trigger to exclude products tagged “discontinued.” If a customer purchases a product with this tag, the funnel will not activate.
- You want to show a special offer only for products tagged “summer-collection.” Set the Product Tag Trigger to include products with this tag. If a customer purchases any product tagged “summer-collection,” the funnel will activate.
Product Type
The Product Type Trigger displays the offer when the products belong to a defined Shopify product type.- For example**, i**f you set the Product Type Trigger to “Shoes,” then any time a customer purchases a product that belongs to the Shoes product type, the funnel will display. For instance, if the customer adds a pair of running sneakers (type: Shoes) to their cart, the funnel will activate. However, if the customer adds a t-shirt (type: Apparel), the funnel will not display because the product type does not match the trigger.
Metafields
The Metafields Trigger displays funnels based on custom metafield data associated with products or variants. You can choose between product metafields or variant metafields, but only one type can be matched at a time. You can select to either Include or Exclude, then enter the metafield name and value. Both the name & the value are case sensitive so you must enter it exactly how they appear on the product page or else it won’t trigger properly. Include means there’s an overlap between the metafields in the order and those in the trigger list.- For example, if the order metafields are
[“color: red”, “size: m”]and the trigger list is[“color: red”, “ship: warehouse”], the condition is satisfied becausecolor: redmatches.
- For example, if the order metafields are
[“color: red”, “size: M”]and the trigger list is[“color: blue”, “size: L”], the condition satisfied because there are no matching name:value pairs.
Product/Collection Exclusion
The Product/Collection Exclusion Trigger prevents the funnel from displaying when excluded products or collections are present in the cart.- For example, if a customer has purchased from a heavily discounted product or collection, you may prefer not to show further offers to that customer. This trigger allows you to skip all offers if those specific products or collections are in the customer’s cart.
- Additionally, you can combine this trigger with the Product/Collection Trigger to ensure that only selected products or collections activate the funnel, while any others are excluded.
Subscription
The Subscription Trigger displays the offer based on whether a subscription product is included in the order. Here are some examples:- You have a funnel with a Subscription Trigger set to “Does not contain” subscription products. If a customer purchases only one-time products, the funnel will activate, allowing you to offer them a subscription upsell.
- You have a funnel with a Subscription Trigger set to “Contains” subscription products. If a customer purchases a subscription product, the funnel will activate, allowing you to show them complementary one-time products.
Variant Name
The Variant Name Trigger allows you to display specific funnels based on the product variant selected by the customer at checkout. By using this trigger, you can include or exclude customers from certain offers depending on the exact variant they choose, such as size, color, or style. Here are some examples:- You have a funnel with a Variant Name Trigger set to include “Large.” If a customer purchases a t-shirt in size Large, the funnel will activate. If they purchase size Small or Medium, the funnel will not activate.
- You have a funnel with a Variant Name Trigger set to include “Red” and “Blue.” If a customer purchases a product in either Red or Blue color variant, the funnel will activate. If they purchase Green, the funnel will not activate.
Cart & Discount Triggers
These triggers activate based on the cart value, contents, or discounts applied.Order Value
The Order Value Trigger is used to display an offer if an order meets a specified dollar value requirement, which can be set as greater than or less than a chosen amount. When an order meets your set criteria, the offer will be shown to the customer. Here are some examples:- Your funnel has an Order Value Trigger set to activate when orders total less than $50.00. If a customer places an order totalling $30.00 with various products, the offer will display, as the order meets the “less than $50.00” requirement.
- Your funnel has an Order Value Trigger set to activate when orders total less than $50.00. If a customer places an order totalling $60.00 with various products, the offer will not display since the order value does not meet the “less than $50.00” requirement.
Quantity
The Quantity Trigger shows an upsell offer based on the item count in a customer’s order. It can be configured to display the offer if the cart has more or fewer than a specified number of items.- For example, if set to “less than 3,” the upsell appears only when there are 2 or 1 items in the cart. If set to “more than 1,” the funnel will trigger for orders with 2 or more items.
Discount Code
The Discount Code Trigger lets you include or exclude customers from seeing a funnel based on a discount code they use.- For example, if you’re running two promotions: One offering 25% off for new customers and another giving 10% off for email subscribers, you can use the Discount Code Trigger to display the funnel to email subscribers by including those who use the email subscription discount code.
Discount Percent (%)
The Discount Percent (%) Trigger allows you to include or exclude customers from viewing a funnel based on the discount percentage applied. Here are some examples:- You have a funnel with a Discount Percent Trigger set to exclude discounts “greater than 20%.” If a customer receives a 25% discount, the funnel will not activate. If they receive a 15% discount or no discount, the funnel will activate.
- You have a funnel with a Discount Percent Trigger set to include discounts “less than 10%.” If a customer receives a 5% discount, the funnel will activate. If they receive a 15% discount, the funnel will not activate.
Customer Attribute Triggers
These triggers use customer data to control funnel visibility.Customer Tag
The Customer Tag Trigger allows you to include or exclude customers from seeing a funnel based on their associated tags. Here are some examples:- You have a funnel with a Customer Tag Trigger set to include “VIP.” If a customer has the VIP tag, the funnel will activate. If they don’t have this tag, the funnel will not activate.
- You have a funnel with a Customer Tag Trigger set to exclude “Wholesale.” If a customer has the Wholesale tag, the funnel will not activate, preventing retail upsells from showing to wholesale customers.
Customer Order History
The Customer Order History Trigger lets you create offers based on a customer’s past purchases. Important: You must select specific products when using this trigger. If you don’t, it will only display “Customer previously ordered ____” without applying any action. If your goal is simply to check whether a customer has ordered before, use the Customer Order Count Trigger instead:- More than 0 orders = Returning customer
- 0 orders = New customer
Customer Order Count
The Customer Order Count Trigger enables you to display a funnel specifically for new or returning customers. Here are some examples:- You have a funnel with a Customer Order Count Trigger set to “equal to 0.” If a customer has never placed an order before (first-time customer), the funnel will activate. If they have placed any previous orders, the funnel will not activate.
- You have a funnel with a Customer Order Count Trigger set to “greater than 3.” If a customer has placed 4 or more previous orders, the funnel will activate. If they have placed 3 or fewer orders, the funnel will not activate.
Customer Language
The Customer Language Trigger enables you to tailor offers based on the customer’s preferred language. This allows you to display specific offers or content in the customer’s chosen language, creating a more personalized and engaging experience.- Aftersell supports multiple languages, though there are currently some limitations as this feature is still under development. We’ve created a video tutorial that walks you through setting up multi-language options and explains the current limitations:
Once per Customer
The Once per Customer trigger ensures a funnel only shows once per customer across all orders. Here are some examples:- You have a funnel with the Once per Customer trigger enabled. If a customer sees this funnel after their first purchase, they will not see it again on any future purchases, even if all other trigger conditions are met.
- You want to show a special “welcome offer” only to new customers on their first purchase. Enable the Once per Customer trigger to ensure the offer appears only once per customer, preventing it from showing on repeat purchases.
Order Details & Time-Based Triggers
These triggers depend on checkout details, marketing data, or timing.UTM Parameter
A UTM Trigger is a marketing tool that activates specific actions based on UTM parameters in a URL. UTM parameters (Urchin Tracking Module) help track the effectiveness of online campaigns by providing details about the source, medium, and campaign name. Here are some examples:- You have a funnel with a UTM Parameter Trigger set to “utm_source = facebook.” If a customer clicks a link with
?utm_source=facebookin the URL, the funnel will activate. If they arrive from a different source or no UTM parameter, the funnel will not activate. - You have a funnel with a UTM Parameter Trigger set to “utm_campaign = summer_sale.” If a customer clicks a link with
?utm_campaign=summer_salein the URL, the funnel will activate, allowing you to show campaign-specific offers.
- Displaying tailored offers or content based on specific campaigns.
- Segmenting visitors by their entry points to analyze marketing channel effectiveness.
- Creating personalized experiences with customized messages or redirects.
Currency
The Currency Trigger allows you to control whether customers see a funnel based on the currency they use at checkout. Here are some examples:- You have a funnel with a Currency Trigger set to “USD.” If a customer checks out in US Dollars, the funnel will activate. If they check out in EUR, GBP, or any other currency, the funnel will not activate.
- You have a funnel with a Currency Trigger set to “CAD” and “USD.” If a customer checks out in either Canadian Dollars or US Dollars, the funnel will activate. If they check out in any other currency, the funnel will not activate.
General Rules for Currency Display
- Thank You Page offers and upsells adjust to the customer’s currency, offering a seamless experience for shoppers in various markets. This means all prices are displayed in the same currency as the market chosen by the customer or their browsing session.
Shopify Markets Integration
- If your store uses Shopify Markets to display different currencies based on customer location, Aftersell integrates seamlessly to ensure products are displayed in the correct local currency.
- Shopify Markets automates the process of showing localized currencies and pricing for upsell offers.
- For details on setting up Shopify Markets, refer to Shopify’s official documentation: Shopify Markets Documentation.
Important Considerations
- Always ensure that your store’s default currency settings align with your operational requirements and customer expectations.
- For post-purchase upsell offers, check currency configurations to ensure compatibility with your target markets.
Thank You Page Offers
- Localized Pricing: All Thank You Page upsells automatically adjust to the customer’s currency. This ensures that a single funnel can offer localized pricing to all customers.
- Currency Conversion: Thank You Page upsells display in the checkout currency, even if the order currency differs from the store’s default currency.
Post‑Purchase Upsell Offers
- Multi-Currency Limitation: Post‑purchase upsell offers do not support multi-currency. For this reason, customers will not see offers unless your store currency matches the expected currency.
Shipping Country
The Shipping Country Trigger allows you to include or exclude customers from viewing a funnel based on their shipping destination country. For example, you can configure a funnel to exclude products restricted to the US when the shipping address is from outside the United States. This ensures geographical restrictions are respected, aligning the funnel offers with region-specific product availability. As a reminder, 1-click upsells won’t display to customers checking out in a currency different from your store’s default currency; however, everyone will still see the Thank You Page. By using the Shipping Country Trigger, you can create targeted Thank You Page offers for specific countries, allowing you to provide tailored product recommendations and offers based on the customer’s shipping location. This also means adjusting your shipping costs for different countries.Random Sample
The Random Sample Trigger enables you to control funnel visibility for a random subset of customers. This trigger is ideal for testing new funnels with a small percentage of your customer base or surprising a select group of customers with special offers. Here are some examples:- You have a funnel with a Random Sample Trigger set to “25%.” The funnel will randomly activate for approximately 25% of customers who meet all other trigger conditions. The remaining 75% will not see the funnel.
- You want to A/B test two different upsell offers. Create two funnels, each with a Random Sample Trigger set to “50%.” Each funnel will show to approximately half of your customers, allowing you to compare performance.
Date/Time
The Date/Time Trigger allows you to schedule the visibility of a funnel based on specific dates and times. With this trigger, you can activate or deactivate offers according to a set schedule, making it ideal for time-sensitive promotions, seasonal campaigns, or exclusive, limited-time deals. Here are some examples:- You have a funnel with a Date/Time Trigger set to activate “between December 1 and December 25.” The funnel will only activate for orders placed during this date range, perfect for holiday promotions.
- You have a funnel with a Date/Time Trigger set to activate “after January 1, 2026.” The funnel will only activate for orders placed on or after this date, useful for launching new year promotions or product releases.