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Creating & managing bundles

Adding upsells to an offer

Upsells in Bundlex Bundles are optional paid products a customer can tick to add to their order, shown inside an offer alongside its other items. Each one has its own price, discount, and variant picker, and ticking or unticking an upsell does not change whether the main offer qualifies.

Use them for the natural companion purchase: a carrying case with the device, a refill with the starter kit, gift wrapping with anything.

Upsells belong to one offer. If you want optional products shown below all your offers, that's a separate feature. See the Upsell offer block.

Add an upsell

  1. Open your bundle and edit the offer you want to attach the upsell to.
  2. Click the Upsells feature button at the bottom of the offer and choose one or more products in the picker. Each selected product becomes a separate upsell row. Once the section exists, click Add another upsell product in it for more upsells.
  3. Set the discount for that upsell: Percentage, Amount off per item, Fixed total price, or None if you want it offered at full price.
  4. Adjust the title, subtitle, and quantity if you want wording different from the product's own.
Bundlex Bundles Buy 2 offer with optional Quilted Cosmetic Bag upsell: Percentage 20, quantity one, Pre-selected off and Show only when this offer is selected on, alongside an unchecked $19.20 bag preview.
1. Set the extra product’s own discount and quantity. 2. Choose whether it starts selected and when it appears. 3. Choose Checkbox or Toggle. The preview keeps the bag separate from the $50.40 cream offer. Select the image to view it at full size.

A worked example

On Revitalize Face Cream at $28, keep a Single offer at full price and add a Buy 2 offer with Quantity 2 and Percentage 10. The two creams total $50.40. Attach a Quilted Cosmetic Bag to Buy 2 as an upsell, with Quantity 1 and Percentage 20. The storefront and cart screenshots use a Blush / Large bag priced at $30. Its 20% discount makes it $24, giving a $74.40 product total with the two creams. An Ivory / Small bag priced at $24 would instead add $19.20, giving a $69.60 total.

The bag has its own discount. It is not required to earn the 10% cream discount. Keep Pre-selected off for this example and turn on Show only when this offer is selected. The extra appears when shoppers select Buy 2.

How customers see them

Upsells appear as an opt-in row below the offer's other items. Choose Checkbox or Toggle for the control, whichever suits your design.

If the upsell product has variants, the customer picks the size or color right on that row, without leaving the widget.

Revitalize Face Cream product page with Buy 2 selected at $50.40 and an optional Quilted Cosmetic Bag checked in Blush Large for $24, above Add to cart.
1. Buy 2 applies to the two creams. 2. The shopper separately opts into the bag and chooses Blush / Large. Its $24 price is additional to the $50.40 cream offer. Select the image to view it at full size.

Per-upsell options

  • Pre-selected starts the checkbox ticked. Customers can still opt out. Leave it off if you want the customer to actively choose the extra.
  • Show only when this offer is selected hides the upsell until the customer picks that particular offer, so your other offers stay uncluttered.
  • Link products to their pages, one checkbox for all the offer's upsells, makes each upsell's image and title link through to its own product page.

Upsells never break the offer

This is the important behavior. An upsell is always optional, so:

  • Unticking one does not reduce or void the offer's discount.
  • Adding one does not turn a plain quantity tier into a bundle.
  • Removing the upsell line from the cart later leaves the rest of the order discounted as normal.

That's what separates an upsell from a bundle cross-sell. A cross-sell is a required part of the bundle and the discount depends on it. An upsell is a bonus the customer can take or leave.

Sold-out upsells

An upsell whose product is out of stock renders unticked and disabled rather than blocking the offer, so a customer can still add the bundle itself. If the upsell has several variants, shoppers choose an available combination. A variant allowed to continue selling can remain available even when its tracked stock is zero.

Save and test the deal

Save changes to an existing active deal, or click Activate when the deal is a new draft. Enable the Bundlex Bundles embed or app block in the theme and test the actual targeted product page. Keep overlapping promotions out of the test.

  1. Select Buy 2 and leave the bag unticked. Add to cart and confirm two creams at $50.40.
  2. Start with an empty cart. Select Buy 2, tick the bag and choose an available variant. Confirm its quantity, variant and discounted price in the cart and checkout.
  3. Remove the bag from the cart. The two creams should remain $50.40.
  4. Test stock and variant combinations. An unavailable optional upsell should not block the main offer.

These totals exclude other discounts and any additional tax or shipping. The offer card shows the main offer price; selected extras are added separately to the overall total.

Cart containing two Revitalize Face Creams at $50.40 and one Blush Large Quilted Cosmetic Bag at $24, with an estimated total of $74.40 USD.
1. The two creams keep their $50.40 offer price. 2. The optional Blush / Large bag is a separate $24 line. The cart totals $74.40 before any checkout shipping adjustments. Select the image to view it at full size.

Subscriptions

Offer-level upsells remain one-time purchases even when the main product is subscribed. For an optional product that customers can subscribe to separately, use the Upsell offer block and its subscription settings.

At cart and checkout

By default an upsell line shows the offer's name at checkout rather than its own title, so the whole order reads as one discount instead of a list of unrelated names. You can override that per line if you'd rather it read differently. See setting the discount label shown at checkout.

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