5 days after deliveryMarketing
upsell_v1Hi {{first_name}}, how’s the {{product}}? Customers often pair it with {{addon}}: {{reason}}. {{link}}
Tell me moreNo thanks
SALES USE CASE
Suggest the right next thing, at the right time.
After a purchase or visit, recommend what naturally goes with it, and let customers ask questions before they buy.
7-day free trial · about 15 minutes to connect your number · Meta bills message charges to you directly (you add a card in Meta)
9:41
Today
This business uses a secure service from Meta to manage this chat. Tap to learn more.
Hi Sarah, how’s the Harbour linen shirt? Customers often pair it with priority support: a card update. northline.co/go/5TR
Reply STOP to opt out
10:02 amTell me moreNo thanks
Will it fit under the cabinet?
10:14 am ✓✓It’s 34cm tall, so it fits under most standard cabinets.
10:15 amMessage
Shopify · Checkout abandoned
Illustrative example. Names and details are made up.
FOR ONLINE STORES
The follow-up arrives while they still want it.
A shopper who stops at checkout, or asks when something is back, has told you what they want. A WhatsApp message at that moment is easy to reply to.
- Team
- Sales
- Starts from
- Shopify · Google Sheets · Zapier
- Goal
- Higher order values from relevant recommendations.
- Meta category
- Marketing
IN PRACTICE
The best upsell is the thing that makes the first purchase better. Wait until the customer has used what they bought, then suggest one relevant item with a reason, and let them ask questions before deciding.
THE JOURNEY
How it runs.
- Starts when
- An order is fulfilled in Shopify, or a purchase row with a product category is added to your sheet.
- Stops when
- Purchase, reply, opt-out, or one message sent.
- Wait Until they’ve had a chance to use the purchase.
- Recommend One relevant item, with a reason it helps.
- Answer Replies go to your team.
- Stop One recommendation per purchase.
SHOPIFY TRIGGEROrder Shipped
WAIT5 days
SEND MESSAGEupsell_v1
WAIT FOR REPLYTimeout: 3 days
NOTIFY MEOn reply
END FLOWEnd Flow
Styled like ConvoHut’s flow builder. Every node is editable.
THE FULL PLAYBOOK
Everything you need to launch it.
The exact messages, the sheet, the build and the rules.
Template names and wording are examples. Write in your own voice and submit templates to Meta for approval; Meta confirms the category.
Upsell and cross-sell · example sheet
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | first_name | phone | product | addon | reason | link |
| 2 | Luca | +61 4•• ••• | Espresso machine | Burr grinder | fresh-ground beans taste better | shop.example/g |
| 3 | Ella | +61 4•• ••• | Hiking boots | Merino socks | no blisters | shop.example/s |
| 4 | Sam | +61 4•• ••• | Cut & colour | Colour-safe shampoo | keeps colour longer | shop.example/cs |
Only the phone column is required. The highlighted row is the newest: adding it starts the journey. Example data only.
- TriggerOrder Shipped (Shopify)
Or a purchases sheet.
- Wait5 days
- Send Messageupsell_v1
- Wait for ReplyTimeout: 3 days
- Notify MeOn reply
- End Flow
On reply
The team answers compatibility and sizing questions.
On timeout
No follow-up. One recommendation per purchase.
On opt-out
The contact leaves the journey straight away and is excluded from future marketing messages.
Mistakes to avoid
- Recommending several products at once.
- Sending before the first order arrives.
- Irrelevant pairings.
The moment
A customer just bought a coffee machine and doesn’t have a grinder.
Generic “you might also like” emails feel random. The moment when an add-on is genuinely useful passes.
Data you need
- First name
- WhatsApp number
- Product or service bought
- Recommended add-on
- Marketing consent
Measure
- Recommendations sent
- Replies
- Add-on purchases
- Opt-outs
Good practice
- Recommend one thing, not five.
- Say why it helps.
- Wait until the first purchase has arrived.
Works for
Free PDF- Stores: accessories and refills.
- Salons: treatments and home-care products.
- Service businesses: maintenance plans.
Upsell and cross-sell playbook
Journey, sample messages, setup checklist and metrics.
Download ↓FAQ
Questions.
Does ConvoHut recommend products automatically?
You choose the pairings. ConvoHut sends the right one based on what was bought.
Can I include a product image?
Yes, WhatsApp templates can include a header image.
Who owns the number and the data?
You do. ConvoHut connects to your own WhatsApp Business Account, and Meta bills messages to you with no ConvoHut markup.
RELATED
Often used together.
Marketing
Replenishment reminders
For products people use up, a timely WhatsApp message makes reordering effortless, and keeps them from buying elsewhere.
Shopify · Google Sheets · ZapierSee the journey →SupportPost-purchase care
After a purchase or service, send setup tips, care guidance and a way to ask questions, so customers get value and come back.
Shopify · Google Sheets · ZapierSee the journey →SalesTrial and intro offer conversion
Check in during the trial, help people get value quickly and make the offer before it ends.
Google Sheets · ZapierSee the journey →IN THE APP
How this runs in ConvoHut.
A store event starts the journey, then replies decide the next step.
Choosing what starts a journey
LIVE NOW · 7-DAY FREE TRIAL
More sales from every conversation.
WhatsApp marketing, sales and support from your own number. 7-day free trial, free onboarding and Meta verification help.
- Meta Tech Provider
- Hosted on AWS
- Australian company
- Your number stays yours
