AfterShip Personalization: Onboarding Checklist

Overview

Before the official installation of the product recommendation widgets across scenarios, there are a few configurations and minor adjustments that need to be done for each widget to maximize revenue generation for your store. Let’s discuss these configurations in phases as stated below.

Step 1. Exclude certain product types from recommending

There are certain product types that we suggest not displaying in the product recommendation results due to their irrelevance to the overall campaign strategy and need to be excluded from each widget’s display settings.

Go to a widget’s editor > Settings > Exclusions > Exclude specific products > Select products > Search test items > Confirm.

Product Type	Meaning
Test items	Search for Test products in your store and exclude them in the admin.
AfterShip Protection items (shipping insurance)	Search for Protection in your store and exclude them in the admin. The exclusion process is the same as mentioned above.
Gift cards	Search for Gift cards in your store and exclude them in the admin. The exclusion process is the same as mentioned above.
Free items	Go to your store’s All products page and sort the products from Price: Lowest to Highest. Identify all the free products (if any) and exclude them from the product recommendations in the admin.

Check out this tutorial for detailed instructions on excluding certain product types from recommendations.

Step 2. Remove powered by ‘AfterShip’

Remove the "powered by AfterShip" banner from all your product recommendation widgets.

Go to a smart upsell widget editor
Move to the Settings tabs and scroll down to the AfterShip branding section
Select Remove "Powered by AfterShip" and hit Save

Phase 2: Checkout page configuration

What to do?	Where to do?	How to do it?
AfterShip Personalization checkout page settings	Go to the AfterShip Personalization checkout page editor	Click "Edit" to enter the checkout page product recommendation widget editor
	Exclude items	Exclude items that are found in the Phase 1; Step 1. Learn more
	Adjust image ratio	Under the Display tab, find the Image aspect ratio option to adjust the image aspect ratio to better fit the product images on the widget
	Adjust discount settings	Under the Settings tab, move to the Discount section and adjust it to meet your needs. Learn more
	Enable the offer	Under the Settings tab, set the Status to Enabled to activate the widget on the checkout page
Widget installation on Shopify admin (Guide with visuals is available on the Personalization admin)	Go to the Shopify checkout editor	In the store's admin, find the Settings > Checkout. Duplicate a checkout profile, and click customize to enter the checkout editor
	Add the AfterShip Personalization app to Shopify checkout editor	(1) Add app block
		(2) Select AfterShip smart offer and choose Product offer as the offer type
		(3) Select Include app in Shop Pay
	Adjust the AfterShip Personalization app location	Drag and drop the widget to adjust the app location and click Save
		Recommended location
		(1) Three-page checkout: Move the checkout recommendations under Order Summary
		(2) One-page checkout: Move the checkout recommendations above the Pay now button

Check out this tutorial for detailed instructions on setting up a product recommendations widget on your checkout page.

Phase 3: Post-purchase page configuration

What to do?	Where to do?	How to do it?
AfterShip Personalization post-purchase page settings	Go to the AfterShip Personalization post-purchase editor	Click Edit to enter the post-purchase page product recommendation widget editor
	Exclude items	Exclude items that are found in the Phase 1;Step 1. Learn more
	Adjust discount settings	Under the Settings tab, move to the Discount section and adjust it to meet your needs. Learn more
Widget installation on Shopify admin (Guide with visuals is available on the Personalization admin)	Go to the Shopify checkout editor	Select AfterShip Checkout Upsell under Post-purchase page in the Shopify checkout settings

Check out this tutorial for detailed instructions on setting up a product recommendations widget on your post-purchase page.

Phase 4: Smart upsell widgets configuration

AfterShip Personalization enables you to set up personalized product recommendation widgets for different pre and post-purchase scenarios including, the Product page, Home page, Cart page, Cart popup, Checkout page (Shopify plus), Thank you page, and Tracking page (AfterShip Tracking integration).

What to do?	Where to do?	How to do it?
AfterShip Personalization smart upsell widgets settings	Navigate to the AfterShip Personalization upsell widget editor	Click "Smart upsell widgets" and select the scenario(s) where you want to add the upsell widget
	Exclude items	Exclude items that are found in the Phase 1; Step 1. Learn more
	Adjust discount settings	Under the Settings tab, move to the Discount section and adjust it to meet your needs. Learn more
	Enable the widget	Under the Settings tab, set the Status to Enabled to activate the widget on the selected scenario
Widget installation on Shopify admin (Guide with visuals is available on the Personalization admin)	Go to the Shopify theme editor and install the app	Cart popup: Only needs to be enabled in the AfterShip Personalization admin
		Cart drawer: Contact us for code-related onboarding assistance
		Other widgets:
		(1) Add the widget of the AfterShip Personalization app to the scenario you want in the Shopify theme editor.
		(2) Paste the Widget ID found in the Personalization editor under Settings to the Shopify theme editor under Apps > AfterShip Smart Offer
		(3) Adjust the widget location and click Save

Check out this tutorial for detailed instructions on setting up smart upsell widgets.

Updated on: 07/02/2024

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