Create targeted upsell offers

Targeted offers in Bundlex Cart let you choose which products to suggest based on what is already in the cart. Use them for product pairings, collection-based offers, or offers that appear above or below a cart value.

Create a targeted offer

1. Edit your cart and open Cart > Upsells. Turn on the block.
2. Set Product source to Targeted offers.
3. Click Add offer and choose Pair products, Match a collection, or Offer by cart value.
4. Under When, click the grey Select products, Select collections or Enter amount and set what the cart must have.
5. Under Suggest, click Add products and pick the products to suggest. The offer turns itself on once both parts are set.
6. For more conditions, click Add condition. From the second condition on, click the and or or between them to choose whether all of them or any of them must match.
7. Save the cart. Activate the design if it is not already active.

A new offer starts switched off and turns on by itself the moment it is complete. Until then its row says what is missing: Needs a condition, Needs an amount or Needs products, and its switch stays locked. An offer you switch off stays off and saves as a draft. If an offer that is on is missing a part, the cart does not save: the editor opens that offer and says under the part what to add. Nothing is published until you save the cart.

What each condition checks

• Product in cart: checks for any variant of the products you select. For example, a toothbrush can trigger an offer for replacement heads.
• Collection in cart: checks whether cart products belong to your selected collections. It does not choose the suggested products from those collections; select the products to suggest separately.
• Cart value: uses eligible product line totals after product discounts, before cart-wide discounts. Free gifts and items accepted from this offer do not count toward its own value threshold. This amount can differ from the drawer's displayed subtotal. Enter the threshold in your store currency; it is converted for shoppers using another currency.

For example, eligible products totaling $60 can satisfy a $50 threshold even if a $12 cart-wide discount makes the displayed subtotal $48.

Product and collection conditions support contains any of, contains all of, and contains none of. Cart value supports is at least and is under.

Order, limits, and fallback

You can create up to 8 offers, each with up to 6 conditions and 12 suggested products. Offers are checked from top to bottom. Matching lists are combined in that order, and a repeated product appears only once. In a later offer, a product an earlier offer also suggests gets a grey note under its row. The block's Maximum products setting limits the final list.

Products already in the cart, unavailable products, and the managed add-on product are excluded. Under When no offer matches, choose Show nothing, Show complementary products, or Show related products. This fallback runs only when the rules leave no products to display; it does not fill spare spaces in a shorter list.

A complementary fallback needs pairings in Shopify Search & Discovery. Unlike the regular Shopify recommendations source, this fallback does not switch to related products when no complementary products are returned.

Test why products appear

Open Why these offers, on the Your offers line above the offer list, to see matched conditions, excluded products, and fallback use for the preview's sample cart. If collection membership is unknown, it reports that instead of claiming a match. Save and test with real products on your storefront as well.

Offers are checked again when the cart changes. If a rule stops matching, its card disappears, but a product the shopper already added is not removed for that reason. The separate Remove upsells when the cart empties setting still applies.

What targeted offers do not change

Targeted offers work in the main Upsells block. Side upsell and Empty cart keep their own product sources. Suggested products use their normal storefront prices, unless the same product has a % discount as a hand-picked product in Side upsell; a rule does not create a discount or add a product automatically. Customer-tag visibility still controls whether the whole Upsells block appears.

For other sources, see product upsells. If an offer is missing, see upsells not showing.