As a Shopify store owner, you probably already know the potential of post-purchase upsells. But have you considered how powerful they can be when precisely targeted at specific customer segments? Whether you’re serving B2B buyers, loyal returning customers, or first-time shoppers, customizing your upsell offers can drastically boost your revenue and enhance customer satisfaction.

In this guide, we’ll explore exactly how you can target your post-purchase upsells to specific customer segments, including B2B clients and other niche customer groups.

The “Sweet Upsell Bypass” tag

The basic process for this is to add a bypass tag to the order you do not want to be considered for post-purchase upsells. In the case of Sweet Upsell this tag is Sweet Upsell Bypass. Adding the tag will exclude it from consideration when the app is looking at previous customer orders to decide what will be presented.

How to Tag Orders in Shopify

To tag orders automatically in Shopify, you can utilize Shopify Flow (available on Shopify Plus) or third-party automation apps from the Shopify App Store . These automation tools enable you to set specific rules or triggers that automatically apply tags based on conditions like product purchased, order amount, customer location, or customer type. For example, you might create a rule to tag all orders over a certain value or tag orders that include specific products. By automating the tagging process, you save time, reduce manual errors, and streamline your workflow for targeted marketing, fulfillment, and customer management.