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Step-by-step guide to creating bundles
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Written by Narmina Balabayli
Updated over a week ago

Here are the steps to create bundles:

Step 1: Select the bundle type

1. To start creating a bundle, navigate to the dashboard and simply click the Create Bundle button on the app dashboard to select a bundle pattern (type) you want to create.

2. We have collected the most popular product combination strategies and created special templates - Bundle Patterns. Each bundle pattern already has a set of settings so that you can spend a minimum of time creating your bundle.

Here are the 3 types of bundles you can create:

  1. Product Bundles – Ideal for upselling and cross-selling, allowing customers to purchase multiple products together at a discounted price.

  2. Volume/Quantity Discounts – Encourages bulk purchases with tiered pricing discounts based on quantity.

  3. Mystery Boxes – Adds an element of surprise, perfect for promotions and seasonal campaigns.

📖 Read more about the types of product bundling.

Step 2: Adding products or product variants to the bundle

You can add products to your bundle manually, or you can create a bundle based on AI-recommended products and Shopify recommendations.

To add products manually:

1. Click ‘Add products’ button.

In this case, you will open a list with all the products that you have in the store.

💡 Advice: Use the ‘Search products’ bar to quickly jump to the desired products.

2. Select product and product options

💡 Advice: In the ‘Product selection popup’, you can select only the variant instead of the product itself, if it’s necessary.

Peculiarities of adding products for different types of patterns (bundle types)

  • For ‘Mix&Match’, ‘Buy X get Free’ patterns, you can click on the ‘Add mix&match product’ button and add products so that the customer can choose between these products;

  • For the ‘Collection type’ pattern, the product is an entire collection of products. You can also choose a collection of products as a product for a '1+1 Free' pattern;

  • For ‘PACKs’, you can add only one product with options;

  • Patterns, where the ‘Optional’ products feature is available, must include a minimum of 3 products. You can also specify which products are required, and the client won't be able to delete them.

💡 Advice: You can combine identical products into one position using the function 'Combine identical elements into one position'.

Adding products based on AI recommendations:

1. Click ‘See most & least selling products’ to create a balanced bundle.

💡 Advice: If you have selected a pattern that allows for the addition of two or more products, you can take advantage of the recommendation feature. This will enable you to easily add products to the bundle with a single click on the "Add Products" button.

2. Check the list of AI recommended products.

The 'See most & least selling products' button. After clicking on this button, a popup with two lists will open. The first list "Most selling products" will display 5 products with the largest sales over the past 30 days. In the second list "Least selling products" you will see 5 products with the lowest sales over the past 30 days.

3. Then click the ‘Add’ button

NOTE: You can reorder items in a bundle using the drag and drop interface:

4. Click the ‘Next step' button.

Step 3: Choose the discount type

In this step, you will set up the discount for your product bundle. Our app provides multiple discount options, including Shopify-native discounts and custom discounts for individual products.

Available discount types

Sale price

Set a fixed price for the entire bundle. This ensures that customers see a single, predetermined price for the bundled items.

Fixed discount

Apply a fixed discount amount that will be deducted from the total cost of all bundled products.

Discount on products (Shopify side)

No bundle-specific discount is applied. Instead, the bundle widget will display the prices of products with any existing Shopify discounts. These discounts are set via Shopify’s 'Compare at Price' and 'Price' fields. Additional Shopify or other promotional discounts can still be applied at checkout.

Discount percentage

Specify a percentage discount from 0% to 100%. This percentage will be deducted from the total price of all bundled products.

Free product

Select a product to be offered for free in addition to the products chosen in the previous step.

Volume-based discount

Similar to percentage discounts, but the discount varies depending on the order volume. The larger the order, the bigger the discount.


Available discount types for each bundle pattern

Below is a breakdown of the available discount types for each bundle pattern:

  • Sale Price: Available for Simple Bundle, Simple One Product Pack, Mix & Match, Mix & Match Collection Type, Simple Bundle (Quantity + Optional), Mix & Match (Optional), Mix & Match (Quantity + Optional), Multiple Product Pack, and Custom Bundles.

  • Fixed Discount: Available for Simple Bundle, Simple One Product Pack, Mix & Match, Mix & Match Collection Type, Simple Bundle (Quantity + Optional), Mix & Match (Optional), Mix & Match (Quantity + Optional), Multiple Product Pack, and Custom Bundles.

  • Discount on Products (Shopify Side): Available for Simple Bundle, Simple One Product Pack, Mix & Match, Simple Bundle (Quantity + Optional), Mix & Match (Optional), Mix & Match (Quantity + Optional), Multiple Product Pack, and Custom Bundles.

  • Percentage Discount: Available for Simple Bundle, Simple One Product Pack, Mix & Match, Buy X Get One Free, 1+1 Free, Mix & Match Collection Type, Simple Bundle (Quantity + Optional), Mix & Match (Optional), Mix & Match (Quantity + Optional), Multiple Product Pack, and Custom Bundles.

  • Free Product: Available for Buy X Get One Free and 1+1 Free Bundles.

  • Percentage for Volume: Available for One Product Volume Discount Bundles.

Ensure you select the appropriate discount type based on your bundle structure for the best pricing strategy.

Setting discounts for individual products

Instead of applying a global bundle discount, you can set individual discounts for each product or even for specific product variants within the bundle.

To refine your discount strategy, check the detailed discount conditions for each bundle variation in the corresponding list before proceeding.

Note: Shopify has a limit of 100 price combinations per store. Keep this in mind when adding products to your bundle to avoid exceeding this limit.

Once you've configured your discount settings, click Next Step at the bottom of the page to continue.

Step 4: Configure bundle details

In this step, you should add bundles details - Bundle name, Create image, Bundle display on the Cart page, assigning to the Tags and Collections.

At the last step of creating a bundle, you can specify all the necessary details of your bundle:

  • Bundle name

  • Creating image

  • Tags

  • Collections

  • Bundle type in the cart

  • Individual widget settings

Essential bundle settings

👉 Bundle name

  • Assign a unique name to your bundle. This is a required field.

  • If no name is provided, the default title will be ‘Bundle Offer.’

👉 Bundle image (for bundles with product pages only)

  • Upload or create an image for your bundle product page.

  • Easily generate a collage from selected product images:

  • Select images from the right panel.

  • Arrange them as needed on the left panel.

  • Adjust sizes, rotate, and reposition images.

  • Use 'Front/Back' buttons to layer images.

  • Click ‘Save Image’ to finalize.

If no image is set, a placeholder image will be used.

👉 Tags (for bundles with product pages only)

  • Use tags to structure your store, enable filtering, and categorize bundles.

  • Enter tags manually or select from the dropdown list.

  • Press 'Enter' after adding each tag.

👉 Collections (for bundles with product pages only)

  • Add bundles to specific collections for better organization.

  • Choose collections from the dropdown list or enter them manually.

  • You can also manage bundle descriptions, tags, and collections through Shopify’s admin panel.

If your theme allows choosing variants and purchasing products right from the collection page without navigating to the product page, this could be also configured for the bundles. Please, request setup to make sure that the bundle will be purchased correctly.

Cart display options (for bundles with product pages only)

The Bundle Display on Cart Page setting lets you choose how the bundle appears in the cart and checkout:

👉 As multiple products:

  • Displays each item separately in the cart and checkout.

  • Works with third-party inventory and fulfillment systems.

  • Supports non-tracked inventory.

  • Automatically applies bundle discounts when customers select individual products instead of the full bundle.

  • Supports both physical and digital products.

  • Works with weight-based shipping rates.

  • Ensures proper tax calculation.

👉 As one product:

  • Displays the bundle as a single item.

  • Prevents customers from removing individual products from the bundle.

  • Compatible with Shopify discounts, allowing both bundle and Shopify discounts to apply.

  • Works with Ajax carts (if supported by your theme).

  • Supports 3rd-party inventory and fulfillment systems.

  • Compatible with Shopify abandoned cart emails.

Individual widget settings

You can customize the widget for each bundle independently.

Enable or disable the widget

  1. Toggle the widget ON/OFF for individual bundles.

  2. Requires the widget to be enabled in global settings under the Widget Setup tab.

Note: If the product has options, such as size or color, the widget on the bundle page cannot be disabled because in the widget the customer can select a product variant.

Where the widget can be enabled/disabled:

  • Bundles with Product Pages: Product page, bundle product page.

  • Other Bundle Types: Product page only.

Widget title & description

  1. If your bundle has a dedicated product page, you can set separate titles for the bundle page and product page.

  2. For all other bundles, you can set a title for the product page only.

Note: For a multilingual store, you can specify the name of the widget for each language separately. Just click on the selector next to the Widget title field.

This title is displayed at the top of the widget related to the current bundle

Related bundles display

'Show related bundles' feature allows you to show or hide widgets of other bundles that may contain the same products as the current one (Available for the bundle with its own product page).

  • Show or hide related bundles that contain the same products.

Then you can switch to related bundles in the widget using the arrows on each side of the widget.

Bundle priority

You can choose the order in which the widgets will be displayed on the product page. If a product is included in several bundles at once, you can set the priority according to which they will be shown in the carousel.

The higher the number, the higher the priority. If you don't want to customize, just leave 0.

Product variant selection

Disabling this option prevents purchasing a bundle before choosing variants i.e variants are not selected by default, so 'Add to cart' button won't be working without selecting product options.

Enabled: Variants must be selected before the Add to Cart button works.

Disabled: Default variant is pre-selected.

Enable integration with subscription apps

You can enable your customers to purchase bundles with a subscription.

Show compare price

Show compare price if available - show the bundle based on the original (compare) price or sale price that is specified in the Shopify product menu.

When you put a product on sale for a lower price, you might want your customers to be able to see the original price, so they see the price comparison. To show a sale price in your online store, your product details need to include a sale price and the original price, called the compare at price.

Using 'compare at price' as a basis, the visible discount of the bundle will be higher.

Schedule bundle availability

Start date

You can use the Start Date feature to activate and publish your bundles at a specific scheduled time. It's perfect for for seasonal promotions or limited-time sales, allowing you to activate bundles at specific times. Combine it with the 'Expiration date' for time-limited deals.

Expiration date

You can enable an Expiration date (Timer) for any of your bundles and set a date and time when the Expiration date will end. It's a useful feature for marketing companies with the Shopify store!

You can set an action that will affect the bundle when the Expiration date ends:

  1. The bundle will be removed from the store and app

  2. The bundle will be set as unpublished

  3. The bundle discount will become equal to zero

✨ Once you've configured all settings, click the Create button to finalize your bundle!

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