Post-Purchase Upsell Email

You've configured Order Editing perfectly. Your upsells are optimized. Your checkout installation is flawless. But here's the problem: most customers close the Thank You page within seconds.

They're excited about their purchase, they quickly scan the confirmation, and they're gone—often before they even notice they can edit their order or add items.

The solution? Reach them in their inbox with a strategic post-purchase email.


Why Email Matters

The data tells the story:

  • Email open rates for order confirmations: 60-70% (far higher than marketing emails)

  • Customers check email within minutes of placing an order

  • Merchants using Klaviyo post-purchase emails see 2-3x higher editing engagement

  • Email creates a second touchpoint when customers are still in buying mode

What this means: An automated email reminder brings customers back to your Order Status page during the editing window, dramatically increasing the chances they'll add items, complete their order, or make necessary changes.


Setup Instructions

Step 1: Design Your Email Template

Create an email template in Klaviyo that notifies customers about their editing window.

High-Converting Copy Examples:

Subject lines:

  • "There's space in your package!"

  • "Last chance to make changes!"

  • "Did you forget something?"

  • "Still time to add to your order!"

Email body suggestions:

  • Emphasize the time limit (e.g., "You have 30 minutes to make changes")

  • Highlight what they can do (add items, change address, etc.)

  • Create urgency without pressure

  • Include clear call-to-action button


Add a hyperlink that directs customers to their Order Status page where they can edit their order.

Dynamic URL to Use:

{{ event.extra.order_status_url }}

Where to add this URL:

  • Button (recommended: "Edit My Order" or "Make Changes")

  • Image/banner

  • Text link in email body

Important note: This dynamic URL won't work in test/preview emails as it requires a live Shopify order to connect to. It automatically takes each customer to their specific Order Status page.


Step 3: Configure Email Settings

Exclude Smart Sending:

  1. In Klaviyo email settings

  2. Disable/remove Smart Sending for this email

  3. Why: Smart Sending might delay the email beyond the editing window

Exclude POS Sales (if applicable):

If you use POS (Point of Sale) systems:

  1. Add a filter to exclude POS orders

  2. Why: POS customers don't typically need post-purchase editing emails


Step 4: Create Email Flow Sequence

Set up an automated flow in Klaviyo:

Flow Structure:

  1. Trigger: Order Created

  2. Wait: 1 minute

  3. Action: Send Order Editing email

Why wait 1 minute?

  • Gives order time to process in Shopify

  • Ensures customer has received order confirmation first

  • Email arrives while customer is still engaged with their purchase

Flow Configuration:

  1. In Klaviyo, create a new Flow

  2. Set trigger: Placed Order or Order Created

  3. Add Time Delay: 1 minute

  4. Add Email: Your Order Editing email template

  5. (Optional) Add filters to exclude POS orders

  6. Activate the flow


Complete Setup Checklist

  • Email template designed with compelling copy

  • Dynamic URL {{ event.extra.order_status_url }} added to button/link

  • Smart Sending disabled for this email

  • POS sales excluded (if applicable)

  • Flow created: Order Created → Wait 1 min → Send email

  • Flow activated


Best Practices

Email Design:

  • Clear CTA button - Make "Edit My Order" button prominent and clickable

  • Mobile-optimized - Most customers read emails on phones

  • Brief and scannable - Highlight key info (time limit, what they can do)

  • Brand-consistent - Match your store's voice and design

Timing:

  • Send quickly - 1-2 minutes after order creation is ideal

  • Consider editing window - For 30-min windows, send within first few minutes

  • Don't send too late - Email should arrive early in editing window

Copy:

  • Create urgency - "You have 30 minutes" or "Last chance"

  • Highlight benefits - "Add items you forgot" or "Free to make changes"

  • Action-oriented - Use verbs: "Edit," "Add," "Change," "Update"

  • Positive tone - Helpful, not pushy


Email Copy Template Examples

Example 1: Space in Package

Subject: There's still space in your package! 📦

Body: Thanks for your order! You have 30 minutes to make any last-minute changes.

  1. Add items you forgot

  2. Update your shipping address

  3. Change product sizes or colors

[Edit My Order Button]

Hurry—your editing window closes soon!


Example 2: Last Chance

Subject: Last chance to make changes ⏰

Body: Your order is being prepared, but there's still time to make changes!

You have 30 minutes to:

  • Add additional items

  • Update your address

  • Adjust quantities

[Make Changes Button]

After 30 minutes, your order will be sent for fulfillment.


Testing

How to Test:

  1. Design phase: Use Klaviyo's preview feature for layout/design only

  2. Flow testing: Place a real test order on your store

  3. Check timing: Verify email arrives ~1 minute after order

  4. Test link: Click "Edit My Order" button in the email

  5. Verify destination: Confirm it takes you to the Order Status page

  6. Make edits: Test adding items, changing address, etc.

  7. Monitor: Check that edits are processed correctly

Remember: The dynamic URL won't work in Klaviyo preview/test mode—only with live orders.


Troubleshooting

Dynamic URL not working: This is expected in preview mode; test with a real order

Email not sending: Verify flow is activated and trigger is set to "Order Created"

Email delayed: Check that Smart Sending is disabled

POS orders receiving emails: Add filter to exclude POS sales

Email arrives after editing window: Reduce time delay or send immediately after order creation

Button not clickable: Ensure dynamic URL is properly formatted in button link settings


Why This Strategy Works

Increased visibility: Email reaches customers who closed the Thank You page quickly

Higher engagement: Inbox notification prompts action better than on-site messaging

Urgency creation: Time-limited offer encourages immediate action

Upsell opportunities: Reminds customers they can add items, increasing AOV

Proven results: Merchants using Klaviyo emails see measurably higher editing engagement

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