How to create a bundle

We show you how to configure a bundle step by step.

Inma Spínola avatar
Written by Inma Spínola
Updated over a week ago

A bundle discount is a promotion that consists of buying products together to get a discount. Adding bundles to your Shopify store, you will be able to increase your conversions, increase your AOV, eliminate overstock, sell related products, etc.

In this step-by-step guide, we explain how to create bundles in a few minutes with Planet.

Create a rule

The first step to creating a bundle is to add a new rule. To do this, you must access the rules page and click on "add a new rule".

When you do this, a pop-up will appear with the available presets. In this case, you have to choose one of the two bundle templates.

Configure your rule

1. Select the products

To create a rule in any of the available templates, you must choose the products on promotion.

2. Actions

2.1 Discount

The discount configuration varies depending on the selected bundle template:

  • Bundle discount: select the number of units that the customer has to purchase to apply the discount. More than x units or exact units. The discount can be applied as a percentage or a fixed amount.

  • Fixed price bundle: selects the number of units that the customer has to purchase to have the products at the set fixed price, in exact units or from X units.

In both templates, you can select that the discount will only be applied when the products are different, and the number of times the discount can be applied.

2. 2 Cart & checkout label (optional)

This is the text that appears on the cart label and checkout page to identify the discount.

Some examples may be: "bundles offer", "buy 3 for $99" or "10% off buying 3 products".

2.3 Other discount combinations

You can select whether this discount can be combined with:

  • Other order discounts (it will be necessary to contact by chat to enable this option)

  • Other product discounts

  • Shipping discounts

3. 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.

3.1 Banner on product page

Optionally, you can add a banner on your product page to inform your customers of the promotion.

Texts and appearance of this banner are customizable for each rule.

3.2 Bundle on product page

Optionally, you can add a bundle on your product page to show the offer for buying products together to your customers.

The texts and appearance of the bundle are customizable for each rule.

4. Schedule the rule

When you create the rule, the date of rule creation will be set as the default start date. You can edit the start date and optionally, add an end date or more schedules.

Still have questions?

In the help section, you can find several articles about specific functionalities of the platform.

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