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Create optional product bundles

Allow your customers to create their own bundles

Andrey Gadashevich avatar
Written by Andrey Gadashevich
Updated today

Optional product bundles are bundles that allow your customers to create their own bundle from predefined products.

Optional product bundles give customers the flexibility to customize their purchase by choosing which products to include in their bundle. Instead of requiring all products, customers can select only the items they want while still receiving bundle pricing.

Step 1: Choose Your Bundle Type

When creating a new product bundle, you have two main approaches:

A. Use presets

Use a Preset (Recommended for beginners) Select one of these preset options that support optional products:

  • Classic bundle - Traditional bundle with percentage or fixed discount

  • Mix & Match - Flexible pricing for different product combinations

B. Build your own

Build Your Own Custom Bundle Choose from these custom bundle types:

  • Separate products - Each product listed individually with full customization

  • Product groups - Products grouped by category, allowing substitutions within groups

Note: Volume discount presets and certain other bundle types don't support optional products.

Step 2A: Enable Optional Products (If you have selected "Separate products" in the step 1B)

  1. First, click Add products to select the products you want to include in your bundle

  2. You can also click See most & least selling products to get insights on product performance

  3. Toggle Optional products to ON to allow customers to choose which products to purchase

  4. Choose how customers will select products:

    • With checkboxes - Products display with checkboxes for easy selection

    • From a pop-up - Products appear in a modal window for selection

  5. Optionally, toggle Quantity selector to ON if you want customers to adjust quantities for each product

This setting allows customers to choose which products to purchase rather than requiring all products in the bundle.

Step 2B: Enable Optional Products (If you have selected "Product groups" in step 1B)

  1. After selecting your bundle type, scroll down to the Product Settings section

  2. Toggle Optional products to ON

  3. You'll see a blue info banner: "Mark above the products that are optional"

Step 3: Configure Additional Settings

Quantity Selector (Optional)

  • Toggle ON to let customers adjust quantities for each product

  • Leave OFF if you want fixed quantities only

Minimum Items Required

  • Set the minimum number of items customers must select (default is 1)

  • This ensures customers purchase at least a certain number of products to qualify for bundle pricing

As well as for some other types of bundles, you can specify on which product pages of the bundle to display the widget, and on which to hide.

Step 4A: Set Up Discount Structure and Options (If You Selected "Separate Products" in the Step 1B, follow these steps)

No Discount

  • Description: Bundle items at regular price without any discount

  • Use case: Convenience bundling without price reduction

Standard Discount

  • Description: Apply a discount to the bundle

  • Configuration options:

    • Applies to: Choose from dropdown options:

      • Bundle subtotal amount: Apply discount to the total bundle price

      • Individual product price: Apply discount to each product separately

    • Type: Choose from Percentage, Sale price, or Amount discount

    • Value: Enter discount amount (e.g., % 10 for 10% off)

Step 4B: Set Up Discount Structure and Options (If You Selected "Product Groups" in the Step 1B, follow these steps)

Choose your discount method:

No Discount

  • Description: Bundle items at regular price without any discount

Standard Discount

  • Description: Apply a discount to the bundle

  • Configuration options:

    • Applies to: Bundle subtotal amount (dropdown selection)

    • Type: Choose from Percentage, Sale price, or Amount discount

    • Value: Enter discount amount (e.g., % 0 as placeholder)

Free Gift

  • Description: Customers will be able to select one free gift from the options you add

  • Setup:

    • Shows "No products added" initially

    • Click "Add products" to select free gift options

    • Click "Add collections" to add entire collections as free gift choices

  • Customer experience: Customers choose one free item from your selected options

Step 5: Configure Widget Settings

  1. Check Show the widget on product pages of included bundle items

  2. Set Widget title (or leave as "Default widget title")

  3. Add Widget description for additional context

Step 6: Set Bundle Timing

  1. Configure Bundle active period:

    • Start date: When the bundle becomes available (defaults to current date)

    • Start time: Specific time the bundle goes live

  2. Optionally check Set end time and configure when the bundle should automatically deactivate

Step 7: Configure Advanced Settings

  1. Expand Advanced settings

  2. Choose Price display:

    • Total price: Show complete bundle cost

    • Price per item: Show individual item pricing

    • Both total and per-item prices: Display both formats

  3. Configure additional options:

    • Check Hide "Add to Cart" button, option and quantity selection to replace standard purchase options with your bundle widget

    • Choose Product variant selection:

      • Select variant for each item: Customers pick variants individually

      • Select once for the entire bundle: One selection applies to all items

    • Check Pre-select the first available product variant in the widget for smoother user experience

    • Optionally enable Display discount to customers from Compare-at price

    • Enable integration with subscription apps if needed (Recommended Shopify app for subscriptions: RecurrinGO)

    • Enable custom property field to collect additional customer information

Step 8: Review and Save

  1. Review all your settings

  2. Ensure your bundle status is set correctly (Active or Draft)

  3. Save your bundle

  4. Test the bundle on your store to ensure it displays correctly

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