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Setting Up a Campaign: How To Do It

Follow this step-by-step guide to set up your Post-Purchase Upsell campaign in Nosto – fast, simple, and fully under your control.

Katharina Andres avatar
Written by Katharina Andres
Updated yesterday

Getting Started

Every Post-Purchase Upsell campaign is built in Nosto. One campaign is already created for you by default – you can use it as-is, adjust it, or start from scratch.

To create or edit a campaign, go to:

Nosto Admin → Product Experience Cloud → Post-Purchase Upsell

Step 1: General Setup

In this first step, you define the basics: How many products you want to show, who should see them, and whether a discount is applied.

  • Campaign Identifier
    Internal name only – helps you organize and recognize your setup.

  • Minimum & Maximum Number of Products
    You can show between 1 and 4 products on your Post-Purchase Upsell page.

  • Segment Targeting
    Choose who should see this campaign. You can keep it broad or assign a specific segment. This also allows you to run different campaign for your target groups.
    💡 Please remember that your customers at this stage can't fall into the "First Time Visitor" segment, as they just bought a product!

  • Discount Settings
    Choose between a percentage-based or fixed amount discount, and add the value. To not offer a discount, set the value to 0.

  • Schedule (optional)
    Set the campaign to run only during a specific time period if needed.

📌 Also check your timer settings under:

Nosto Admin → Post-Purchase Upsell → Settings

This controls the duration and default text shown on the offer page.

Step 2: Choose Your Algorithm

You decide what kind of product logic powers the offer. To do this, you can choose from a variaty of Algorithms to apply.

  • This incudes e.g. Personalized, Best Sellers, Checkout-Based, Visually Similar to Products in Cart, and more

  • "Exclude products in customer’s current checkout" setting is on by default and usually recommended. You can change this by toggling off the setting.

This allows you full flexibility, while also giving you the flexibility you need to match the right logic with the right audience and your business goals.

Step 3: Optional Customization

This step is fully optional but gives you more control.

  • Filters
    You can apply simple or advanced rules to narrow product selection

    (e.g. only certain tags, categories, or price ranges)

  • Fill Mode
    Choose whether to fill remaining slots with similar products or stick strictly to your selected filter logic.

  • Merchandising Rules
    To give you even more control, and to align Post-Purchase Upsell with your general Nosto rules, add existing Merchandising Rules to prioritize specific types of products if needed.

Step 4: Visual Settings

In this section you can adjust what your customers will actually see.

  • Title and Sub-Title
    You can personalize the copy of the offer text shown. This also allows you using variables like $discountValue.

    The preview helps you see how it will look like on site.

  • Product Description Settings
    Choose to hide your offered products descriptions. Alternatively, you can use a Metafield as the source for product description shown on the Post-Purchase Upsell page.

Step 5: Fallback (Recommended)

Fallbacks are used when your campaign logic returns too few products.

  1. Add a fallback campaign
    We recommend to use a "Best Seller" logic utilizing a wider time-frame, or something other broad and universal.

  2. Choose Fallback behavior

    • Fill with fallback products = keep your original products and top them up

    • Replace with fallback = show only the fallback products if the main ones don’t show

Our recommendation: Always set a fallback to avoid missed opportunities.

Step 6: Summary & Go Live

Here you can see the most important settings again in a summary.

✅ Once everything looks good, hit Save – and make sure the campaign is Enabled.

To go make sure everything is set, and connect your campaign to Shopify:


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