⚠️ Beta: The Postscript integration is currently in beta. If you're interested in using it, start a live chat from within the Order Editing app to get access.
Overview
Postscript is an SMS marketing platform built for Shopify. Order Editing connects directly to Postscript, sending real-time events when customers interact with the order editing portal. You can use these events to trigger SMS automations, including upsell offers, edit confirmations, and abandoned edit recovery flows.
This is an active integration. You connect your Postscript account in the Order Editing dashboard using your Postscript Private API Key, and Order Editing sends custom events to Postscript automatically.
ℹ️ Note: This integration requires a Postscript Private API Key. You'll find it in your Postscript dashboard under Settings → API.
Key benefits
• Trigger SMS flows when a customer starts editing, saves changes, or receives upsell offers.
• Send personalised upsell product recommendations via SMS with full product details (title, price, image).
• Nudge customers to edit their order before the editing deadline expires.
• Build abandoned edit recovery flows to re-engage customers who started editing but didn't save.
How it works
Once connected, Order Editing sends custom events directly to Postscript at key moments during the order editing flow. Each event includes the customer's email and phone number so Postscript can match them to a subscriber.
Here's what Order Editing sends to Postscript:
Event | When it fires | What you can do with it |
Integration Connected | When you first connect Postscript in Order Editing | Confirms the integration is active |
Order Editing Started | When a customer opens the editing portal and begins editing | Trigger an abandoned edit recovery flow if no save follows |
Order Editing Saved | When a customer saves their order changes | Send an edit confirmation SMS |
Upsell Recommendations | When a upsell strategy with Postscript enabled fires during editing | Send personalised product offers via SMS with full product data |
Upsell Offers Available | When a new order matches an Order Status upsell strategy | Nudge customers to edit their order before the deadline |
The Upsell Recommendations event is the richest. It includes full product details for each offer: product title, price, compare-at price, image URL, discount amount, and discount type. You can use these as merge tags in your Postscript SMS templates.
ℹ️ Note: Upsell events only fire for strategies where Postscript is enabled in the advanced settings. Make sure you've selected Postscript under the strategy's integration options.
Setup steps
Connect Postscript in Order Editing
1. Open the Order Editing dashboard and go to Integrations.
2. Find Postscript and click Connect.
3. Open your Postscript dashboard in a separate tab. Go to Settings → API.
4. Copy your Private API Key.
5. Paste the key into the Order Editing Postscript integration page and click Save.
6. Order Editing validates the key immediately. You'll see a success message if the connection is confirmed.
💡 Tip: After saving, the integration page shows a status banner: Connected, Integration disabled, API key not configured, or Integration not complete. Make sure it says Connected before moving on.
Configure your upsell strategies for Postscript
To send upsell product recommendations via SMS, enable Postscript on the strategies you want to trigger events for:
1. Open the upsell strategy in the Order Editing dashboard.
2. Expand Advanced settings.
3. Select Postscript in the integrations list.
4. Save the strategy.
ℹ️ Note: You can configure individual upsell strategies to send events to Postscript, Klaviyo, or both. This gives you control over which strategies trigger SMS versus email flows.
Build your automations in Postscript
In Postscript, create automations that trigger on the custom events Order Editing sends. Common flows include:
1. Edit confirmation. Trigger on the "Order Editing Saved" event to send a confirmation SMS when a customer saves changes.
2. Upsell offer. Trigger on the "Upsell Recommendations" event to send personalised product offers via SMS. Use the product data (title, price, image) as merge tags in your template.
3. Order nudge. Trigger on the "Upsell Offers Available" event to remind customers they can still edit their order before the deadline.
4. Abandoned edit recovery. Trigger on "Order Editing Started" with a delay. If no "Order Editing Saved" event follows, send a follow-up SMS.
Troubleshooting
Upsell events aren't firing in Postscript
The most common cause is that Postscript isn't enabled on the upsell strategy.
1. Open the upsell strategy in the Order Editing dashboard.
2. Expand Advanced settings.
3. Check that Postscript is selected in the integrations list. If it's not, select it and save.
Connection shows "API key not configured" or "Integration not complete"
This means the key wasn't saved or validation failed.
1. Go to Integrations → Postscript in the Order Editing dashboard.
2. Re-enter your Private API Key from Postscript (Settings → API).
3. Click Save and wait for the validation result.
4. If you see "API key saved but connection could not be verified", double-check the key in Postscript. It may have been regenerated or expired.
Events aren't matching subscribers in Postscript
Order Editing sends the customer's email and phone number with every event. Postscript matches subscribers using phone number first, then email. If neither matches an existing subscriber, the event won't trigger an automation.
1. Verify the customer is a Postscript subscriber.
2. Check that the customer's phone number or email in Shopify matches what's in Postscript.
3. If the customer has no phone number and no email on their Shopify order, Order Editing skips the event entirely.
Events are delayed or not appearing in real time
Postscript processes events asynchronously. There may be a short delay between Order Editing sending the event and Postscript triggering the automation. This is normal. If events aren't appearing at all after several minutes, check your connection status in the Order Editing dashboard.
💡 Tip: If you're running into issues not covered here, start a live chat from within the Order Editing app. Include your store URL, the upsell strategy name, and a description of what you've tried.
