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Getting Started

Four steps from install to a live offer: build it, design the page, select xPostio in your checkout settings, and place a test order.

Four steps take you from install to a live offer. Most stores finish in about 10 minutes.

Step 1: Create your offer and turn it on

  1. In xPostio, open Workflows and click Create workflow. It starts with the Post-purchase trigger already in place.
  2. Drag an Offer step onto the canvas and connect it to the trigger.
  3. Click Configure offer on the offer’s card to set its Discount name, discount type and value, and Max Products in Offer (default 3, or 1 on Free; up to 1 on Free, 3 on Growth and 10 on Pro). To name the offer itself, click the pencil on its card.
  4. Optional, on Growth and Pro: add targeting rules, a countdown timer, or a second offer on the Offer accepted or Offer declined branch. The Free plan runs one percentage offer. See Plans and billing.
  5. Your changes save automatically. You can also click Save changes. Then click Turn on workflow at the top of the workflow’s page.

Only one post-purchase workflow can be on at a time. If another one is on, xPostio asks you to confirm and turns the other one off.

Step 2: Design the offer page

Go to Settings → Post-purchase and open the editor. A clean default layout is already there: a banner, the product card, the accept and decline buttons, and a thank-you screen. Change the texts, reorder the blocks, and click Save. The layout applies to every offer.

See Designing the offer page.

Step 3: Select xPostio in your checkout settings

Shopify only shows one post-purchase app per store, and you choose which one.

  1. In your Shopify admin, go to Settings → Checkout. The Home page setup guide has a button that opens it.
  2. Scroll to Post-purchase page.
  3. Under Use an app to add features at checkout after payment, select xPostio.
  4. Click Save.

This step is not optional. Until xPostio is selected here, no customer sees an offer, however your workflow is built.

Good to know: each accepted offer is charged as a separate payment on the same order. If you capture payments manually, capture every payment on those orders.

Step 4: Place a test order

  1. Add products to your cart on your storefront and check out, with a shipping address.
  2. Pay. On a development store, turn on Shopify’s Test payment gateway in Settings → Payments, then pay with card number 1, any 3-digit CVV and any future expiry date. The test order must be over the equivalent of $1 USD.
  3. The offer page appears after payment, before the Thank you page.
  4. Try Add to my order, then check the order in your admin: the accepted items are on it.

If the page doesn’t appear, check that the order matches the offer’s rules. For example, a Cart value min $100 rule skips a $40 order on purpose. Then see Troubleshooting.

What your customer sees

  • A banner. By default: “Your order is confirmed — one last thing” and “Add The Complete Snowboard at 20% off — no new payment details needed”.
  • The products picked for them, with the discounted price and a quantity selector.
  • A price breakdown: Subtotal and the discount, then Shopify’s own Shipping, Taxes and Total.
  • Add to my order · Pay $X, and No thanks, complete my order.
  • After each answer: another offer (up to three in a row), or your thank-you screen and then the Order status page.

Next: Your home page →