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Creating & managing bundles

Let customers choose their bundle (mix and match)

A mix and match bundle in Bundlex Bundles lets the customer decide what goes in the bundle. Instead of pinning every product yourself, you give a slot a list of products (or a whole collection) and the shopper picks one to fill it, right on the product page. The bundle discount applies to eligible choices once every required slot is filled.

Mix-and-match tutorial cover showing a choice of products for a bundle.
Follow the product pool, required selection, defaults and checkout checks for a mix-and-match bundle. English captions are available. Open the video tutorial page or Watch on YouTube.

This is not a separate offer type. It is an option on the products in a Product bundle offer, so everything in displaying an offer as a bundle still applies.

Set up a slot the customer chooses

  1. Open the Offers tab and create or edit a Product bundle offer.
  2. If the linked-set shortcut is selected, choose Choose bundle products manually. Under the bundle products, click Add products. Each row you add is a slot in the bundle.
  3. In the menu, pick how the slot is filled: Pick products, Mix & match from your products, or Mix & match from a collection.
  4. Choose the products or collections in the picker, set the slot defaults and bundle discount, then save. Activate the discount for storefront testing if it is still Draft.
Bundlex Bundles mix-and-match editor with the Add products menu open, showing fixed products, a handpicked product pool and a collection pool alongside the skincare duo preview.
1. Open Add products inside a product bundle. 2. Choose fixed products, a handpicked mix-and-match pool or a collection pool. The page and preview remain visible so you can locate this menu. Select the image to view it at full size.

The three kinds of slot

  • Pick products - the same product for every customer. Each product you pick becomes an ordinary fixed bundle product, no choosing involved.
  • Mix & match from your products - you choose which products are offered, and the shopper picks one of them. Up to 100 products in a slot.
  • Mix & match from a collection - any product in the collections you select is fair game. The list follows the collection, so adding a product to that collection in Shopify adds it to the bundle without touching Bundlex Bundles.

A slot resolves to one product and variant. A slot quantity of two adds two units of that same choice. If you want the customer to choose two different products or variants, add two slots, each with its own list.

Product list or collection

Pick Mix & match from your products when the choice is a short, curated set you want to control exactly, like three scent options. Pick Mix & match from a collection when the choice is "anything in this category" and you would rather maintain it in Shopify than in Bundlex Bundles.

The two are mutually exclusive on a single slot: a slot draws from products or from collections, never both. You can select up to 50 collections for one slot.

How the slot starts

A choose-your-own slot starts empty until you give it a default. Open the slot's row (the arrow at its end) and use the Preselected product field:

  • With a preselected product. Click Select product and pick one of the slot's products. The slot opens already filled with it, so the bundle shows a complete price from the first moment. The customer can swap it for another option but cannot empty it.
  • Without one. The slot shows your Choose product text (by default "Choose product"), and Add to cart stays disabled until they pick something.

Use a preselected product when you want to show a complete starting price. Leave the slot empty when you want the customer to make a deliberate choice. An empty slot's displayed total does not yet include that missing product.

Bundlex Bundles mix-and-match editor showing a two-product slot with Revitalize Glow Serum preselected, beside its changeable product card in the bundle preview.
1. Expand the Mix & match slot. 2. Revitalize Glow Serum is preselected here. 3. The preview starts with that product and offers Change so the customer can choose another item. Select the image to view it at full size.
Aurelia cream product page showing a selected Cream and an accessory bundle, an empty beauty accessory slot and a disabled Add to cart button.
1. This collection slot starts empty. 2. Add to cart stays disabled until the customer chooses a beauty accessory. The $25.20 shown here covers only the cream; the completed set price depends on the selected accessory. Select the image to view it at full size.

Bundle a set of products with each other

There is a shortcut for the common case where a few products should all bundle with each other. Set Show widget on to between 2 and 8 specific products, then in the bundle products section choose Bundle the products from "Show widget on".

Every one of those products then shows the same bundle on its own page: the product being viewed is the main item, and the others fill the slots. Three linked products means three product pages, each showing the trio, from one bundle instead of three near-identical ones.

Bundlex Bundles linked-set editor showing two selected target products and Bundle the products from Show widget on selected, beside the complete cream and serum preview.
1. Select the product pages that belong to the set. 2. Choose Bundle the products from "Show widget on". The preview contains both fixed members, with no customer Change link. Select the image to view it at full size.

It follows your targeting automatically

Nothing is copied. Add or remove a product in Show widget on and every page updates on the next publish. This keeps the linked pages aligned without maintaining separate copies of the offer.

Aurelia Revitalize Glow Serum product page showing a complete fixed serum and cream set for $54, with serum $28.80 and cream $25.20, and Add to cart below.
1. This is the serum product page. 2. Its linked offer still contains one serum and one cream, totaling $54. The main product changes with the page, while both fixed set members remain. Select the image to view it at full size.

What it needs

  • Show widget on set to 2 to 8 specific products.
  • The main product shown on the offer.
  • A simple discount: none, a percentage, or a fixed amount per product.
  • No bundle products added by hand on that offer. Switching over deletes them, and the editor asks first. Free gifts and upsells are kept.
  • No product that can only be bought on subscription.

The composition is fixed, so customers cannot swap the linked products. If you want them to choose, use a product list or collection slot instead.

Publishing fails if one of the linked products is deleted, set to draft, or unpublished from your online store, and Bundlex Bundles names the product. Very large sets can also be rejected: 8 products that each have many variants can exceed what Shopify allows a discount to carry. Fewer products, or products with fewer variants, fixes it.

Choose a layout

Use Grid under Bundle layout for this example so the main product and customer-selected slot sit side by side. Grid shows there only while Widget layout in the Style tab is set to Stacked. Preview the storefront on mobile too, where less space is available. The layout changes presentation, not which products are required.

One discount for the whole bundle

Under the bundle products, the Discount choice sets how the bundle is priced. Pick A different discount per product to set discounts and quantities separately on each row. Pick One discount for the whole bundle to return to one shared discount for the bundle.

Switching to one shared discount resets per-product discounts and quantities. When those settings differ, the editor asks you to confirm with Reset and continue. Switch back to A different discount per product whenever you need the detail again.

Bundling a product with itself

If a slot points at the same product the widget is shown on, that product's own page would display it twice. The editor spots this and offers Let the customer pick, which converts the slot into a shopper choice in one click. When the products in Show widget on can bundle with each other, it offers Bundle all instead, the linked set described above. Use the option that matches your intended composition. Keep a deliberate duplicate only when you want a "buy two of these" bundle.

What the customer sees

  • An empty slot shows your placeholder text and image until they choose.
  • Tapping a slot opens a picker with the available products; they choose the product and then its variant.
  • The bundle price updates as soon as a slot is filled.
  • Add to cart stays disabled while any slot is still empty, so nobody checks out with half a bundle.
  • Unavailable choices are filtered or blocked according to product and variant availability. Recheck the live picker after inventory or publication changes, especially if a preselected product becomes unavailable.
Aurelia cream product page with the Choose your serum or oil dialog open, offering discounted Revitalize Glow Serum and Nourishing Face Oil with a Done button.
1. Open the curated slot to choose serum or oil. 2. Select one product and click Done. This picker belongs to the skincare duo; the separate accessory offer uses a collection pool. Select the image to view it at full size.

Worked examples

For a USD example, use a $28 cream with one choice of $32 serum or $28 face oil. At 10% off, the cream and serum cost $54; the cream and oil cost $50.40. A separate collection slot lets the customer choose a beauty accessory. Choosing the $30 Blush / Large bag gives a $52.20 cream-and-bag total. Check the selected variants and prices in checkout before using your own offer.

Things worth knowing

  • Collection slots load an initial page, then continue loading more products on the storefront. Loading is bounded, with a limit of 1,000 distinct products per slot, so very large collections may not appear in full. Use focused collections and check the storefront picker.
  • Products that are subscription-only cannot appear in a bundle slot, because a bundle can also be bought one-time and that product cannot. Bundles whose products all carry a regular subscription plan can subscribe as a whole; see subscriptions.
  • Mix and match slots are part of the bundle, so they are required. Optional paid extras are a different feature: see adding upsells to an offer.
  • The picker and the "Choose product" prompt are translatable, like the rest of the widget. See translating a bundle.

Before you publish

  • Use the editor preview to check the layout and initial choices. It loads only the initial collection page; additional collection products load on the storefront, so check the live picker too.
  • Open a real product page and fill every slot, then confirm the checkout total matches what the widget showed.
  • If you linked a set of products, open more than one of their pages and check each shows the others.

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