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.
Note: You can A/B test each bundle you create. You can create up to 4 versions, test each version performance, and iterate.
To create a version to test, click on the "Add variant" on the top right of the editor:
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)
First, click Add products to select the products you want to include in your bundle
You can also click See most & least selling products to get insights on product performance
Toggle Optional products to ON to allow customers to choose which products to purchase
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
This setting allows customers to choose which products to purchase rather than requiring all products in the bundle.
(Optional) Toggle Quantity selector: to set "Minimum items required" and "Maximum items allowed":
Step 2B: Enable Optional Products (If you have selected "Product groups" in step 1B)
After selecting your bundle type, scroll down to the Product Settings section
Toggle Optional products to ON
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.
Note: When a customer selects a required number of products from a bundle, the lowest-priced item is automatically discounted to free. This discount type is called cheapest product free. This is applied since this release version.
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
You might also like to read: Subscription discounts - Allow subscription discounts with bundles in Settings.
Step 5: Configure Widget Settings
Check Show the widget on product pages of included bundle items
Set Widget title (or leave as "Default widget title")
Add Widget description for additional context
Step 6: Set Bundle active period
You can set the active period for bundle offer and enable the countdown timer.
Configure Bundle active period:
Start date: When the bundle becomes available (defaults to current date)
Start time: Specific time the bundle goes live
Optionally check Set end time and configure when the bundle should automatically deactivate
To enable the countdown timer, tick the box. You have 4 options to set conditions:
Follow end time set for bundle
Fixed duration
Ends at midnight (user's local time)
Custom end date
Step 7: Market
In the Market section you can either select all markets or specific markets to make the bundle available. This allows you to offer different pricing and availability by region.
Step 8: Configure Advanced Settings
Pre-select the first available product variant in the widget — When enabled, the first available variant is automatically selected for each product when the widget loads.
Display discount to customers from Compare-at price — When enabled, the discount shown to customers is calculated based on the Compare-at price rather than the app price.
Enable integration with subscription apps — Allows the bundle widget to work alongside subscription apps installed in your store. (Recommended: RecurrinGO).
Enable custom property field — Adds a custom input field to the widget for collecting additional information from the customer (e.g. a pet's name for a personalized bundle). When enabled, configure the following:
Field title — The label shown to customers above the input field.
Field help text — Optional placeholder or instructional text inside the field.
Make the field required — When checked, customers must fill in this field before they can add the bundle to cart.
Exclude B2B customers — Hides the bundle widget from wholesale/B2B customers.
Bundle priority — Sets the display order when multiple bundles are available on the same product page. Lower numbers appear first. Default is 0.
You might also like to read: Subscription discounts - Allow subscription discounts with bundles in Settings.
Step 9: Review and Save
Review all your settings
Ensure your bundle status is set correctly (Active or Draft)
Save your bundle
Test the bundle on your store to ensure it displays correctly
Need Help?
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