📊 Overview
Once you’ve successfully installed the SellMore – Post Purchase Upsell app, you’ll land on the Dashboard — your central hub to manage post-purchase offers, funnels, and templates. This guide walks you through each section on the dashboard so you can understand and manage everything with ease.
🚨 SellMore’s Post-Purchase Offers Are Currently Disabled
If you’re seeing a yellow banner at the top of the dashboard, it means your post-purchase offers aren’t yet active. To start using SellMore:
- Click Open checkout settings to select SellMore as your post-purchase app in Shopify’s settings.
- Then, click Verify setup to confirm it’s correctly set up.
⚙️ App Status
This section lets you enable or disable the app.
- If the app is disabled, you’ll see an Enable button. Click it to activate SellMore.
- Once the app is enabled, this option moves to the Settings page (not visible on the dashboard anymore).
🔁 Funnel
Funnels help you show targeted post-purchase offers based on different Shopify pages.
In this section, you can:
- View all existing funnels.
- Create new funnels using the Create a new funnel button.
- Filter data by date range (Today, Yesterday, Last 7 days, Last 30 days, This Month, Last Month, or Custom).
- Use tabs to switch between All, Active, Inactive, or Deleted funnels.
- Use the search bar to quickly find any funnel by name.
📋 Funnel table explained:
| Column | Description |
|---|---|
| Priority | Set the order in which funnels are shown. Drag to reorder. |
| Funnel Name | The name you’ve given the funnel. |
| Page | Shows which page the funnel targets (e.g., Checkout, Post Purchase 1, etc). |
| Impressions | Number of times the funnel was shown to customers. |
| CTR% | Click-through rate – percentage of users who clicked the offer. |
| CVR% | Conversion rate – percentage of users who accepted the offer. |
| Revenue | Sales generated from this funnel. |
| Status | Shows whether the funnel is active or inactive. |
| Action | Options to Edit, View Analytics, Delete, or Activate/Deactivate the funnel. |
For more detailed setup options, check the Funnel Editor Guide.
🧩 Template
Templates allow you to configure widgets for specific pages. You can build and reuse templates for faster setup.
In this section, you can:
- View all your saved templates.
- Create new ones by clicking Create a new template.
- Choose the page type when creating a new template (e.g., Checkout page, Thank You page, etc.).
- Filter by date range (Today, Yesterday, Last 7 days, Last 30 days, This Month, Last Month, or Custom).
- Use the search bar to find templates by name.
📋 Template bable explained:
| Column | Description |
|---|---|
| No. | Serial number of the template in the list. |
| Template Name | Name of the template. |
| Page | Which page this template is built for. |
| Impressions | Number of times this template was shown to users. |
| CTR% | Click-through rate – how often users interacted with the offer. |
| Revenue | Sales generated from this specific template. |
| Action | Options to Duplicate, View Analytics, Delete, or Edit the template. |
To learn more, visit our Template Editor Guide.
✅ Summary
The Dashboard is your main control panel in SellMore. From enabling the app and verifying post-purchase setup, to managing funnels and templates — everything starts here. Be sure to activate SellMore in your Shopify post-purchase settings to start boosting your revenue!
💬 Need helps?
If you have any questions or need help setting things up, feel free to email us or live chat with our support team — we’re always here to assist you!