Bundles will help you increase your eCommerce sales, enhance the shopping experience, and boost the average order value.

In this article, we’ll show you how to create and automate bundles on Shopify in just a few minutes with Planet.

1. Create a promotion

The first step to creating a discount is to add a new promotion. To do this, go to the promotions page and click on "Add Promotion."

A pop-up will appear with the different available promotions. In this case, to create a bundle, you should select the "Bundle" preset.

2. Set up your promotion

1. Select the products

To create a promotion using any of the available presets, you need to choose the products to which the promotion will apply. There are three ways to select the products:

1. Individual products

Manually select the products by clicking the checkbox located to the left of each row in the table. You can filter the products to find them more easily, but keep in mind that in manual mode, you must select the ones you want to include. Filtering the products does not select them automatically.

For automatic selection, it is recommended to use the second option: Advanced Filters.

2. Advanced filters

The second option for selecting products is through a filter. For example, if you want to select products with a specific tag and/or that are in a particular collection, you just need to add that condition, and all resulting products will automatically be affected. If the tags or products in a collection change, the promotion will update to reflect those changes.

Additionally, you can add a stock filter as a condition, which allows you to automatically add or remove products from the promotion based on stock levels (e.g., stock > 20).

3. Entire store

As a final option, you can select the entire store, which will allow you to apply the actions to all current and new products you create. The promotion will automatically update and detect them.

2. Set up the discount

In this case, the only action required is configuring the bundle.

Choose the number of units to which the discount will apply. You can select from the following discount types:

• Percentage discount
• Amount off per unit
• Fixed price per unit
• Free 

Regarding the discount details we find: 

• Method: You can choose between an automatic discount or a discount code.
• Maximum uses of the discount: Select wether you want to limit the number of times the discount can be applied.
• Cart and checkout label: Choose the text that will be displayed once the discount is applied to the cart and on the checkout screen.
• Maximum uses of the discount code: Here, you can choose whether to limit the total number of times the discount code can be used and how many times it can be used per customer.
• Combinations: This option allows you to decide whether to combine this discount with other orders, products and/or shipping discounts.

Optionally, you can add and customize a banner on your product page to display the discount on your products and variants.

3. Configure widget

General settings

This configuration includes:

• Title: Customize the title to align with your brand.
• Display options:
  • Enable the variant selector.
  • Show the "See Alternatives" button to offer more options to your customers.
  • Redirect directly to the product page from the widget.
  • Include a checkbox on the products for greater interaction.

Tip: Enable the "See Alternatives" option so customers can switch products without leaving the widget.

• Product: Highlight discounts with visible tags and choose which compare at price to show to emphasize the deal.
• Total: Show the final price with the promotion and customize the message to encourage conversion.
• Buy button: Define the button text to make it more attractive and persuasive.
• Where the widget is displayed: Decide which products will feature the widget. 
  • On all products of the promotion.
  • On other strategic products to boost cross-selling.

Fully customizable design

Adjust the colors, font size, and section rounding of the bundle to ensure the widget perfectly blends with your store's style.

All widgets allow you to add custom CSS code through the theme editor.

4. Schedule the Promotion

When you create the promotion, the creation date will be set as the default start date. You can edit the start date and time as shown below.

The end date is optional. In the case of bundles, since they are non-temporary promotions, it is not necessary to include an end date.

Bundles are a key strategy to increase the average order value and improve the shopping experience, as they allow you to offer complementary products in a single attractive offer. In addition to encouraging impulse purchases and maximizing the AOV.

In Shopify, creating bundles is easier than ever: you only need to install Planet, which allows you to configure and customize your bundles easily, without complications, and with total flexibility.