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Creating & managing bundles

The Upsell offer block: add-ons below every offer

The Upsell offer block in Bundlex Bundles puts optional products below all of your offers. A customer can tick an add-on and switch between offers without losing that selection. Use it for a companion product that suits the whole order, such as a cosmetic bag alongside skincare.

Upsells on an offer belong inside one offer. Enable Show only when this offer is selected on those upsells if they should be hidden while another offer is selected. The shared Upsell offer block stays below the offers. You can use both when they serve different purposes.

Set up the block

  1. Open your discount and go to Add-ons, under Upsells and gifts.
  2. Switch on Upsell offer.
  3. Click Add product and choose a product or the variants you want to offer.
  4. Expand the product row and configure its discount, quantity and text.
  5. Optionally add a Block title, such as "Complete your skincare routine", and choose its alignment.
  6. Save, then activate the discount when you are ready to test it on the storefront.

You can add up to 20 products. Choose Checkbox or Toggle for the block layout. Link products to their pages makes each product image and title a link. Leave the block title empty if you do not need a heading.

Settings for each add-on

  • Discount: None, Percentage, Amount off per item, or Fixed total price. New add-ons start at 10% off.
  • Quantity: the starting number of add-on units. This is independent of the main offer quantity.
  • Title and Subtitle: describe the product and its saving. You can use the product title variable.
  • Show image: show the product image or choose a custom image.
  • Show quantity input: let the shopper change the add-on quantity with a stepper.
  • Pre-selected: start the row ticked. This is on for new add-ons; turn it off if you want the shopper to opt in. Customers can always untick it.
Bundlex Bundles Add-ons tab with the shared Upsell offer enabled, bag set to 10% off and quantity one, Pre-selected off and Show quantity input on, alongside an unchecked $21.60 bag below all offers.
1. Enable Upsell offer in Add-ons. 2. Set the bag’s own discount and starting quantity. 3. Leave Pre-selected off for an intentional opt-in and enable Show quantity input if shoppers can choose more bags. The switch change is unsaved in this screenshot; click Save to apply it. Select the image to view it at full size.

When the product has several allowed variants, shoppers can choose the variant in the add-on row. Check the available choices on the live storefront. Sold-out add-ons can be greyed out and unticked; unpublished or unavailable product data can prevent a row from showing. Review the product's stock, sales channels and market availability before publishing.

How the discount applies

In a normal discount with offers, the add-on receives its discount while an offer from that same discount qualifies in the cart. Switching offers keeps the add-on selection and quantity. The add-on does not count toward the main offer's quantity threshold.

Revitalize Face Cream product page with Buy 2 at $50.40 and a separate shared add-on block containing two checked Ivory Small cosmetic bags at $43.20, above Add to cart.
1. The shared add-on block sits below the offers. The bag stayed selected when switching from Single to Buy 2. 2. Its quantity is separate: two Ivory / Small bags cost $43.20 in addition to the $50.40 cream offer. Select the image to view it at full size.

Our example has a Single cream for $28 and Buy 2 at 10% off. The optional bag has its own 10% discount. Two Ivory Small bags cost $43.20 whether the shopper chooses Single or Buy 2; the cream price changes separately.

If the main products no longer qualify, the bag stays in the cart at its normal price. Removing an add-on does not invalidate the main offer. Adding the same bag directly from its own product page does not automatically give it the add-on discount.

The configured quantity is a starting amount, not a maximum number of discounted add-on units. If you allow quantity changes, test the larger quantities you expect customers to buy.

Optional selection and add-ons-only discounts

If you enable Offer selection is optional, a shopper can buy the main product without choosing an offer and still select shared add-ons. Their discounts can qualify through the eligible main product in that flow. Test this separately from a normal selected-offer purchase.

For a product page that needs optional extras without bundle offers, start a new discount from the Add-ons only template in the Upsell category. The theme keeps its native product controls and the add-on block appears below them. This is a different creation mode, rather than a switch you turn on in an existing offer discount.

Offering an add-on as a subscription

In a discount with offers, first enable Subscriptions. An add-on with an eligible recurring selling plan can then use Offer as subscription. The shopper chooses its subscription independently, so the main product can stay a one-time purchase. This setting is not available in Add-ons only mode.

The Bundlex Bundles add-on discount applies to the first order only. Renewals use the subscription plan price. Leave this off for the simple bag example, and follow the subscription guide before testing recurring purchases.

Which block should you use?

Upsells on an offerUpsell offer block
Where it is set upInside one offerAdd-ons tab, once per discount
Where it showsWithin that offer's cardBelow all offer cards
Switching offersOnly upsells on the selected offer are added; visibility depends on their settingsSelection and quantity are kept
Best forA companion product for one tierA companion product for the whole order

At cart and checkout

Use Add to cart and check the actual quantities, variants and prices. In this example, two creams cost $50.40 and two Ivory Small bags cost $43.20, for a total of $93.60. Removing both creams leaves two bags at their normal $48 total.

Cart with two Ivory Small cosmetic bags discounted to $43.20 and two face creams discounted to $50.40, with an estimated total of $93.60 USD.
1. Two optional Ivory / Small bags cost $43.20. 2. Two creams cost $50.40. Both discounts apply independently, giving an estimated cart total of $93.60 USD. Select the image to view it at full size.

Check the discount labels too. A custom label on the add-on takes priority, followed by the discount's default label, then the add-on's resolved title. It does not inherit an offer label. Add-on labels support {{product_title}}. See setting the discount label shown at checkout.

Before publishing, test with the add-on ticked and unticked, switch offers, choose another available variant, change its quantity and remove the main product from the cart. Verify checkout after each important change. Test accelerated checkout separately if your store uses it for extra items.

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