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Documentation Index

Fetch the complete documentation index at: https://docs.upstackdata.com/llms.txt

Use this file to discover all available pages before exploring further.

If you use a post-purchase upsell app (AfterSell, Zipify, Funnelish, and similar), the upsell creates a separate Shopify order after the original purchase. Since the purchase event has already been sent to your ad platform, its value can’t be updated. Upstack Data handles this by:
  1. Sending the original purchase event with the original order value at checkout.
  2. Blocking the upsell order from being sent as a second purchase event.
  3. Firing a separate Upsell Purchase custom event with only the upsell amount.
This prevents double-counting while still capturing upsell value separately.
To see total ROAS including upsells, create a custom metric in Meta Ads Manager that adds Purchase value and Upsell Purchase value together, then divides by original purchase count — giving you a blended AOV and ROAS.
Why not send the combined value? The purchase event fires at checkout, before the upsell offer is presented. There’s no way to wait for the upsell decision without losing browser-side tracking data, and sending a second standard purchase would cause duplicates. The separate event is the cleanest approach.

How subscription renewals are tracked

For stores using subscription apps (Loop, Skio, ReCharge, Bold, and similar), Upstack separates initial purchases from renewals:
  • Initial subscription purchase — sent as a standard Purchase event, attributed normally.
  • Recurring payments — automatically excluded from ad platforms. Sending them as standard purchases would inflate reported conversions and misrepresent campaign performance.
In your Upstack dashboard, total revenue includes both initial and recurring payments. The exclusion only applies to what’s sent to ad platforms as an attribution signal.

Quiz funnels and custom lead events

If your store uses a quiz funnel, Upstack Data can send events at each stage:
  • Quiz Question Answered — fires for each question answered.
  • Quiz Completed — fires when the visitor finishes the quiz.
  • Quiz Lead — fires when the visitor submits their email.
These events help ad platforms identify high-intent visitors and find similar audiences. You can also assign dollar values to prioritize higher-value prospects. Quiz events require your developer to implement triggers on your site. Upstack Data provides the event schema; your team wires it into the quiz flow.

Event mapping for restricted categories

For stores in restricted categories (health and wellness, CBD, supplements), Facebook may flag or restrict accounts that send certain product data. Upstack Data mitigates this by stripping sensitive information — such as product titles, URLs, and product paths — from events sent to Meta. This reduces the risk of account flags while maintaining event match quality through other identifiers (email, phone, IP, External ID).

Do I need to rebuild my campaigns for custom events?

No. Custom events are sent alongside standard events, so your campaigns can continue optimizing for Purchase. Events like NC Purchase and Upsell Purchase appear as additional Ads Manager columns for reporting. You only need a new campaign if you want to optimize toward a specific custom event.
Need help setting up quiz events, understanding custom event data, or configuring upsell tracking? Reach out to our support team.

Install Upstack on Shopify

Set up the Upstack Data tracking pixel on your Shopify store.

Connect a destination

Forward upsell and purchase events to Meta, TikTok, and other ad platforms.

Custom events

Learn how to send custom events like quiz completions and leads.

Event taxonomy

Understand all standard events Upstack tracks, including Purchase and Upsell Purchase.