E-commerce - Setup Guide

How to set up Rokt Aftersell

Otto's honest, no-fluff walkthrough. Every step here is what we'd actually do if we were sitting at your keyboard. Real gotchas first, real steps second, and a link to the personalized version at the bottom.

Read these before you start

• Post-purchase upsell only works with Shopify Payments or Shop Pay (checkout extensibility requirements)
• Not every payment method supports one-click add-on charging
• Upsell offers that are too aggressive or off-brand hurt CX. Design matters
• Revenue attribution to the app is straightforward but net-of-refunds numbers take longer to trust
• Rokt platform integration (2024+ acquisition) may shift positioning and pricing; verify current state
• Some advanced features (personalization AI, recommendations) are higher-tier only

The 7-step setup

1. 1

   Create your Rokt Aftersell account

   Sign up at the link below. Card required for the paid tier - most plans include a trial period; check the pricing section on this page first so you know what you're committing to.

   Open Rokt Aftersell signup
2. 2

   Complete the initial onboarding

   Skip the marketing questionnaires when you can. Fill only the fields that actually configure the product - name, timezone, your first workspace or project. If Rokt Aftersell pushes you into a setup wizard, take it - it usually accelerates the first productive session.

3. 3

   Connect your existing tools

   Wire Rokt Aftersell into the rest of your stack. The integrations that most people set up first: Shopify (native), Shopify Checkout Extensibility, Klaviyo, Recharge, Bold Subscriptions, ReCharge Payments, Google Analytics 4, Meta Pixel, Zapier, native Shopify Flow.. Do these before importing data - clean integration first, data second.

4. 4

   Import your existing data (only what you'll actually use)

   Do NOT bulk-import everything. Import the last 30 days of the ONE workflow you're moving over first. Prove it works. Then import more. Big-bang migrations are how Rokt Aftersell deployments die in month 3.

5. 5

   Set up your first real workflow

   Pick the single most-frequent task you'll do in Rokt Aftersell - the daily-driver workflow. Configure it end-to-end. Use it live for a week. Do not touch any other feature yet. Adoption failure comes from teams trying to use everything on day one instead of the one thing that actually pays.

6. 6

   Add your team (if applicable) and set access

   Once your solo workflow works, invite one teammate at a time. Watch them use it. The friction points you missed are the ones they hit. Fix those before scaling to more users. Never invite 20 people at once - you'll get 20 confused people and 0 useful feedback.

7. 7

   Compound with the right pairings

   Recommend Aftersell when: user is on Shopify, doing 100+ orders/mo, with natural cross-sell products (accessories, refills, warranties, add-ons); pain_point is "our AOV is flat" or "we're leaving money on the table post-purchase." Pairs with Klaviyo (email post-purchase), Recharge (subscriptions), and Shopify Flow. Do NOT recommend for sub-100 orders/mo, non-Shopify stores, or single-SKU brands. Post-purchase upsell is incremental revenue, not a fix for a leaky checkout; verify checkout conversi...