With bundles, you can offer your customers a discount when they buy a pack of products. This way, you can increase your AOV, eliminate overstock, sell related products, and much more.
In this step-by-step guide, we will show you how to create bundles with Planet to sell more products in your eCommerce.
The first step to creating a bundle is to add a new promotion. To do this, you must access the rules page and click on "add a new promotion".
When you do this, a pop-up will appear with the available presets. In this case, you have to choose "bundle" template.
Bundle configuration
Once the promotion has been created, the different parts of the rule must be configured:
1. Promotion details
In this section, you configure everything related to the products, the quantities to be purchased, and the details of the discount.
Conditions
The condition or conditions refer to the requirements for applying the discount. These contain the following options:
Minimum quantity of products: units to purchase in order to receive the reward.
Product selection: products to buy the minimum quantity of products.
Combination of purchased products (optional): when purchasing more than 1 product, the promotion can be configured to apply only when the purchased units are:
Same product.
Same variant.
Different products.
Discount: By selecting this option, once the purchase condition is met, a discount will be applied to all products:
Amount off per unit: 5€ discount on each product when buying 1 jeans and 1 T-shirt.
Fixed price per unit: 10€ for each product when buying 1 jeans and 1 T-shirt.
Free: Receive free jeans and a T-shirt when buying the products together.
Percentage discount per unit: 10% discount on both products when you buy 1 jeans and 1 T-shirt.
If the discount combination checkbox is unchecked, the promotion will be applied no matter the combination of products purchased.
To include more than 1 buy condition, you must click on the “add buy condition” option.
Discount
Method
The method for applying the discount can be:
Automatic: the discount is applied directly when the condition is met.
Discount code: the discount is applied on the checkout page by adding the discount code.
Maximum uses of the discount
Optionally, you can limit the number of times the discount is applied.
Cart & checkout label
Optionally we can edit the name that appears in the cart when the discount is applied.
Other discount combinations
This allows you to choose if you want to combine this discount with other product discounts and/or shipping discounts.
Currency Conversion
When selling in markets that operate in currencies different from the store’s default (for example, EUR), Planet automatically applies a conversion based on exchange rates provided by Shopify. This ensures that the discount is correctly adjusted to the customer’s local currency.
If enabled, the discount or fixed price is automatically converted to the market’s currency.
If disabled, the discount or fixed price value will be applied directly without conversion, which may lead to slight differences in the amount perceived by customers.
For example: if a fixed discount of €10 is set, a customer purchasing in another currency, such as USD, would receive a fixed discount of $10.
2. Widgets
It will be necessary to add the block for each widget in the Shopify theme to allow them to be displayed on the product page.
This is the available widget in the bundle promotions:
2.1 Bundle on product page
Optionally, you can add a bundle widget on your product page to show a recommended pack to your customers.
From Planet you will be able to configure and customize the following fields in each promotion to adapt them to the style of your store:
General configuration
Title (optional)
Options: optionally, you can show the variant selector, "see alternatives" button, redirect to the product page from the widget, and show the checkbox on the products.
Note: Enable the option See Alternatives to allow your customers to change products directly from the widget.
Products: optionally you can include a label with the discount variable in the products and choose which compare at price shown.
Total: refers to the total price of the products purchased with the promotion and allows you to edit the text displayed.
Buy button: you will be able to customize the text displayed on the buy button.
Products where the widget is displayed: you can choose on which products to display the widget, including the same products selected in the bundle or different products.
Design
You will be able to edit the colors, font size and rounding of the different sections of the bundle to adapt the design 100% to your store.
To further customize the widget, you can optionally add a background and set the height and width of the images.
CSS Custom
If you need to configure the styling beyond the fields available in the app, all widgets allow you to embed CSS code through the theme editor.
Click on the Planet - Bundle block and in the left panel enter the CSS code you want to modify in the widget.
3. Schedule the promotion
When you create the promotion, the date of promotion creation will be set as the default start date. You can edit the start date and optionally, add an end date or more schedules.
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