Creating Product Bundles offers

Increasing your store's conversions is not always easy, but there are definitely ways you can achieve that. By displaying Product Bundles on your store, you highlight popular product sets to your visitors and allow them to purchase them together quickly. You are also exposing them to more products that might have otherwise gone unnoticed and thus help in increasing your average order size! Help your customers purchase products that are best bought together, and create unique offers to catch their attention!

Getting Started ⚡

Being one of the flagship apps of the Vitals suite, the Product Bundles app is a highly versatile and reliable tool for increasing your store's revenue. Therefore correctly setting up and leveraging all the benefits the app can bring is a must.

To get started with Product Bundles, there are three ways where you can start creating it:

1

From the Vitals dashboard, look for the Upselling and Cross-selling category, and click on  Product Bundle:

2

You can also click on "All Apps" at the top, and it should show the Upsell Builder app, where the Product Bundle upsell offer can be found:

3

You can also click on the "Apps" link at the upper left side of the Vitals dashboard, and you can quickly access Product Bundle from there:

If you already have previously created Product Bundles offers, you will see them listed. To create a new Product Bundle offer, click on Create Product Bundle.

Creating a Product Bundle offer is now seamless thanks to the updated step-by-step upsell creation Wizard. Let us go through the steps:

1

Product Eligibility - This step allows you to define which products are part of the upsell offer being created.

• Each "Product Box" is equivalent to a product that would be part of the Product Bundle. By default, it has 2 Product boxes that you can modify, but you can add up to 3 more products, making it up to a 5-Product Bundle).
• 
• In each Product Box, you can modify it to the following options:
• Any Product (Default) : This means that any product in your store are eligible for this Volume Discount upsell offer
• Specific (Products or Collections): By selecting this option, you can choose which products and/or collections are eligible for this Volume Discount upsell offer.
• Same Collection: This option will provide a random product in the same collection as the other product it is bundled with.
• Once you're satisfied with your choices, the Preview Pane on the right side will provide a preview of how it will look on your product page. You can then continue to Step 2.

2

Discount Details - This next step helps you define the discount you would like this offer to have.

• In this second step, you can define the discount behavior that this Product Bundle will use. The following options are found within this step: 
  • Discount type (Percent or Fixed Amount): This main discount option will determine how much discount you would like this Product Bundle to have.
    • Percent (default): Any value that you place here from 0 to 99% will have that equivalent discount amount off the whole bundle 
    • Fixed Amount: This alternative discount option will let you provide how much (in your store currency) exact discount you would like your Product Bundle to have when purchased, instead of being percentage based.
  You can place 0 if you only like to create a Product Bundle interface, but don't desire to place a discount off the Product Bundle.
  • You can also set where the discounts will be based off to:
    • Current Product Prices: The defined discount will only be based on the current, active price of the products in the bundle.
    • Initial Product Prices: The defined discount will be based on the initial," compare at" price of the products, to make the discount appear bigger (but the discount amount will still be the same

    Please keep in mind that the discounts based on the initial price are only a way to show customers a bigger discount. However, the discount itself is applied to the current price of the product.

    For example, a product with the current price of $100 and an initial price of ~~$200~~ with a 10% discount will only have a $10 discount but will show as $110.

    In other words, the real discount and the price difference are added up, where $10 is 10% of the $100 current price added up with the difference of $100 between the initial and current price, resulting in a total discount shown to the customer of $110.

Once you're happy with your discount definition, you can go to the next step - Placement.

3

Placement - In this step, you can control how and where you would like the Product Bundle offer to be displayed. This is divided into four sections:

• Classic Product Bundle
  • In this section, you can change basic text settings of how the bundle will display on the product page.
  • Text settings like the text in the Offer title and the text of its own Add-to-Cart button can be changed here.
• Cart Suggestion on Cart Page
  • With this section, you can customize how the upsell suggestion on the cart page will appear.
  • For more information about our Cart Upsell Suggestions, you can refer to this Help Center article:How to enable the Cart Upsell Suggestions. 
    
• Post Purchase on Thank You Page
  • You can enable this option if you would like to have an upsell suggestion that appears after the customer orders an eligible product from your store, but has not ordered enough to qualify for a Volume Discount.
  • For more information about this upsell feature, we have a separate resource that you can go here: Displaying Post-Purchase upsell suggestions on the Thank You page
  • 
• Pop-up on Add to Cart Button
  • This feature of the Product Bundle upsell offer lets the bundle have the ability to show up as a pop-up when a visitor clicks the main Add-to-Cart button of a participating product.
  • This is a great feature to enable to ensure that all visitors to your store can interact with your created Product Bundle, even if they don't click this offer's own Add-to-Cart button.
  • 

Please note that you can enable/disable any one of these placement options, according to your preference. But for the highest conversion rate and value, we recommend enabling all of them.

Once you're satisfied with these different placement options, you can now proceed to Step 4 - Review.

4

Review - Review your chosen settings and activate/publish the upsell offer:

In this final step, you can see an overview of the chosen options from the previous step, and also set the following features:

• Offer Status (Draft or Active) - You can choose Active if you would like this upsell offer to be activated right away once you save your changes. Otherwise, you can choose Draft.
• Internal Name - You can also define an internal name for this Volume Discount upsell offer for easier management of offers inside the Upsell Builder app.
• Cart Label - if the products in the cart pages are eligible for a discount of this upsell offer, you can change the label of the cart discount that will appear together with the total cart value that is presented to your customers before Checkout.

Once you're satisfied with the creation, click on Publish Product Bundle and it's good to go!

Translating the app

If your store's language is not English, or your store is enabled to appear in multiple languages, our Vitals apps like the Volume Discounts have a Localization feature as well. For more information, you can refer to this article: Vitals translations on the storefront

Frequently Asked Questions (FAQs)

• Known Discount Conflicts
• If multiple discounts are applicable, which discount will be applied?
• Why do I see random discount codes in my Shopify menu?
• Why are discounts not similar in Cart and Checkout when multiple discounts are applied?
• Other Product Bundle FAQs