Overview
Smart Funnel automatically selects and displays the most compelling post-purchase offer for each shopper. Powered by Rokt’s industry-leading AI and machine learning models, trained on millions of transactions across diverse verticals, it continuously analyzes your store’s performance data and customer behavior. The model updates in real time, so the longer it runs, the better it gets at matching the right offer to the right customer.Benefits of Smart Funnel:
- Precision targeting: Uses AI to tailor offers for individual customers.
- Performance optimization: Can outperform standard manual funnels.
- Ease of use: Fully automated for seamless operation.
Key Settings
Steps to Set Up Smart Funnel:
- Enable the Smart Funnel: Access Aftersell’s funnel settings and activate the Smart Funnel option. Follow the on-screen prompts to begin setup.
- Adjust Allocation: If you would like the Smart Funnel to handle all eligible customers, set its allocation to 100%.
- Define Offer Parameters: Choose the maximum discount amount you are comfortable offering.
- Select Industry: Pick the industry that best matches your business, for example Apparel and Fashion.
- Optional Highlight Product: Leave this blank unless you have a single, high-performing product you would like to promote.
- Require Confirmation Click (Optional): Enable this setting if you want customers to confirm their acceptance twice, once to indicate intent and once to complete the purchase. This reduces accidental purchases.
- Save and Test: Complete the setup and test the Smart Funnel to ensure it aligns with your upsell strategy.
Important Notes
AI Recommended Products
Smart Funnel pulls product recommendations from your selected Product Recommendation Tool, configured under Settings → Automatic Upsells. You can exclude specific SKUs there as well. If your highlighted product goes out of stock, or if the selected layout calls for multiple items, the AI automatically substitutes the next best products.Highlighted Product (Optional)
You can optionally pin a specific item as the hero offer when using single product or hero product layouts. This is useful for promoting overstock inventory or proven best sellers while still benefiting from Smart Funnel optimization.Thank You Page (TYP) Behaviour
Smart Funnel governs post-purchase upsells only and does not natively support Thank You Page, or TYP, upsells. Because of this limitation, when TYP widgets are eligible to display, the system automatically references the first applicable manual funnel that contains TYP upsells. Only the TYP widgets from that funnel will be displayed, even though the post-purchase offers from that funnel are not shown earlier in the customer journey. If a shopper sees a Smart Funnel post-purchase offer, manual funnel post-purchase offers are suppressed due to priority rules. However, TYP widgets may still appear based on manual funnel eligibility.English Only Display
Smart Funnel content is currently available in English only. To ensure a seamless experience, delivery is automatically restricted to shoppers who check out with an English locale (the check is on the customer’s checkout locale, not your store’s default language). If a significant portion of your audience speaks other languages, continue using manual funnels with locale-based triggers to serve those shoppers effectively. Support for additional languages is on our roadmap.Discount Requirements
For best performance, we recommend setting a non-zero Max Discount, since the templates do not dynamically adjust based on the discount field value. A 0% Max Discount is allowed, but for 0% discount offers a manual funnel is generally a better fit. This may be improved in the future.Previewing how Smart Funnel works
The Smart Funnel banner on the Funnels page includes a ? (question mark) button. Clicking it opens an interactive sample preview that shows you how a Smart Funnel flows in practice. The preview uses a representative funnel shape drawn from the current active cross-store experiment, with products resolved against your own catalog. You can click Accept or No thanks on each offer card to walk through the branching logic — accepting advances to the next upsell, declining softens the offer to a downsell — the same logic your live funnel uses.ℹ️ The products, prices, and discounts shown in the preview are placeholders. After checkout, the AI builds a personalized funnel for each shopper based on their profile and purchase history.
Troubleshooting low or zero visits
If your Smart Funnel is active and has allocated traffic but is getting very few or no post-purchase visits, an info icon (!) appears on the Smart Funnel banner. Clicking it scrolls to and expands the eligibility details panel at the bottom of the Funnels page.ℹ️ The eligibility insights icon only appears when viewing a date range of 30 days or longer. Short or custom date ranges don’t provide enough data to diagnose a problem.The icon appears when:
- Your Smart Funnel is active with traffic allocated, and
- Post-purchase visits are 0 (any traffic allocation), or
- Post-purchase visits are fewer than 10 with 50% or more of traffic allocated to the Smart Funnel
Best Practices for Using Smart Funnel
To maximize effectiveness:- Combine Smart Funnel with manual funnels to support features like Thank You Page widgets.
- Verify Shopify’s eligibility rules for post-purchase upsells to understand targeting limitations.
- Use customization options to align offers with your business goals.
Frequently Asked Questions
Can I run Smart Funnel alongside existing funnels?Yes. Aftersell allows you to operate both Smart and manual funnels simultaneously. Each has a predefined priority, and the system determines which funnel to display based on eligibility. How does automation improve upselling?
Smart Funnel uses machine learning to analyze customer behavior and store data, ensuring the most relevant offers are displayed automatically. This reduces manual effort and increases conversion potential. Why am I getting emails from Rokt when my Smart Funnel is updated?
When a Smart Funnel is created or updated, a corresponding campaign is created in the Rokt One Platform. You will receive an email confirmation for each change. This is expected behavior. Why doesn’t the Smart Funnel appear for every customer?
This is due to Shopify platform restrictions. Smart Funnel relies on Shopify’s post-purchase upsell feature, which is not available for all orders. Will using Smart Funnel remove Thank You Page upsells?
Smart Funnel does not support TYP upsells directly. TYP widgets can still appear through eligible manual funnels. However, Smart Funnel post-purchase offers will take priority over manual funnel post-purchase offers.