Global settings

These are the extension-wide switches; several can also be set per sales channel (see the note at the end). Open Settings → Extensions → My extensions, find Post-Purchase Upsell & Cross-Sell, open its … menu and choose Configure.

Card "Post-Purchase Upsell & Cross-Sell"

• Enable post-purchase upsell offers (default: On): Master switch for the whole feature. When off, no offer is shown after checkout in the affected sales channel, regardless of the campaign settings.
• Offer search time limit (milliseconds) (default: 1000): After an order is placed, finding a suitable offer can take longer with large catalogues or orders containing many products. The search ends as soon as a suitable offer is found. It does not wait for the time limit. If the search exceeds this time limit, customers see the order confirmation page without an offer. Their order is unaffected. We recommend 1000 ms (1 second), or up to 5000 ms (5 seconds) if needed. The "Activity" tab shows the affected orders. Range: 200–5000 ms; empty or 0 uses 1000 ms.
• Offer link validity (minutes) (default: 30): How long after checkout the offer link stays valid. Once it expires the customer can no longer accept the offer; their original order is unaffected, and they see a message that the offer is no longer available. Range: 5–120 minutes; empty or a value of 0 or less uses 30 minutes.
• Product number for the discount line item (default: Empty): The discount line item receives this product number when a customer accepts an offer with a discount. This helps your ERP map the line item. Leave empty to keep the discount line item without a product number. See ERP and order export.

Card "Emails, retention & advanced"

• Send customer confirmation email on accept (default: On): Sends the buyer a confirmation when they accept an offer. The template ships with the extension and is active right away – no Flow Builder setup needed. Edit the wording under Settings → Email templates. See Emails.
• CC recipients for the confirmation email (default: Empty): Additional addresses that receive a visible copy of each acceptance confirmation email. These addresses are visible to customers. Separate multiple addresses with commas or semicolons. When empty, no CC copy is sent. Applies only while the confirmation email is enabled.
• BCC recipients for the confirmation email (default: Empty): Additional addresses that receive a hidden copy of each confirmation email, for example an internal inbox. These addresses are not visible to customers. Separate multiple addresses with commas or semicolons. When empty, no BCC copy is sent. Applies only while the confirmation email is enabled.
• Analytics retention (days) (default: 365): Offer links, analytics events and acceptance records are removed once a day when they are older than the configured number of days. Used, declined or expired links are cleared sooner, after 7 days. Set a lower value to keep less history.
• Log level (extension channel) (default: Warning): Records messages at the selected level or higher: Debug, Info, Notice, Warning or Error. Keep Warning for normal use. For troubleshooting, select Debug to record all messages, then return to Warning.
• PayPal wallet: collect upsell via a quick confirmation when not vaulted (default: On): Only relevant if you use PayPal (via SwagPayPal). When on, PayPal wallet customers without a saved (vaulted) payment can accept an offer with a positive add-on amount by confirming it at PayPal. When off, such an offer is not shown. Offers with an add-on amount of 0 remain available. This applies to the PayPal wallet only: the PayPal card method (ACDC) is saved-card only, so a card order without a saved card is never offered the upsell, regardless of this setting. See Payment methods & failure cases.