Product Upsells & Bundles: Creating Product Bundles Manually

This guide explores the Manual Tie-in Sets feature within the Product Upsells & Bundles app. This feature allows you to manually create pre-defined bundles of products, offering your customers convenient shopping options and potentially increasing your sales.

Creating a Manual Tie-in Bundle

To create a manual tie-in product bundle, follow these steps: 

1. In your SHOPLINE admin panel, go to Apps > Product Upsells & Bundles. Install the app if you haven’t already.

   

2. On the Product bundles page, find the Manual tie-in sets module and click Create a set.

   

3. On the Manual tie-in bundles page, click Create. 

   

4. Customize your bundle using the following settings:

   • Bundle name: Give the bundle an appealing Bundle name. This name will appear on the product detail page, shopping cart page, and checkout page.

     

   • Bundle products: 

     1. Click Select products to choose the products you want to include in the bundle.

        

     2. From the popup product list, select 2 to 10 products for the bundle and click Select.

        

     3. Click Mark as main product to designate the leading product in the bundle. Optionally, select Only display the product bundle on the main product's detail page if desired.

        

        Notes:  If Only display the product bundle on the main product’s detail page is unchecked, the bundle will be displayed on the product detail page of every product included in the bundle. The product display order on the storefront follows the order set here. To change the order, remove the products and re-add them in the desired sequence.

     4. If needed, select Set the maximum purchase quantity for bundled products to define the maximum quantity customers can purchase for each product on the product detail page.

        

        Notes: This option is disabled by default. Once enabled, you can set a maximum quantity of up to 999 for each bundled product. The Set the maximum purchase quantity for bundled products feature is not supported when duplicated products are included in the same bundle. Customers can only adjust quantities on the product detail page, not in the shopping cart. To change the quantity, they must remove the product from the cart and add it again.

   • Bundle discount and display: Select a discount type to encourage customers to purchase the bundle. Available discount types include:

     • Percentage discount: Enter the discount percentage customers receive when purchasing the bundle.
     • Fixed amount discount: Enter the discount amount customers save when purchasing the bundle. This amount must be less than the sum of the minimum selling prices of every product in the bundle.
     • Fixed bundle price: Enter a specific price for the entire bundle. This price must be less than the sum of the minimum selling prices of every product in the bundle.
     • Get the lowest-priced item free: Set the lowest-priced product in the bundle to be free. 

     

     Note: Discount restrictions when maximum purchase quantity is enabled When Set the maximum purchase quantity for bundled products is enabled, the following restrictions apply: Percentage discount: No restrictions apply. Fixed amount discount: The maximum discount amount cannot exceed the total of the lowest-priced SKU for each product in the bundle. Fixed bundle price: This option applies only to a single bundle with a fixed quantity for each product. When selected, Set the maximum purchase quantity for bundled products is automatically disabled. Get the lowest-priced item free: To prevent the entire bundle from becoming free due to excessive quantities, enabling this option will automatically disable the Set the maximum purchase quantity for bundled products feature.

   • Promotion information display: You can choose to display the discounted price for individual products and, for percentage discounts, decide whether to show the discount as a percentage or a converted amount. Click Preview to review the display effect.

     

   • Action after ‘add to cart’: Choose where customers are redirected after clicking the buy button:

     • Enter checkout page: Customers are taken directly to checkout and can only purchase the bundled products in this transaction.
     • Enter shopping cart page: Customers are directed to the shopping cart, where they can proceed to checkout or continue shopping.

     

   • Bundle display: 

     1. In the Bundle display module, click Edit.

        

     2. Select one of the available display positions in the popup window, then click Complete.

        

        Note: On the product page, customers can click any item in the bundle to open a product popup and view detailed product information.

   • Review and enable the bundle: Review the configuration summary in the Overview module to ensure all settings are correct, then toggle the Enabled switch.

     

5. Click Create to successfully create the bundle.

Setting Up Bundle Recommendation Popups

After creating a bundle set, you can leverage recommendation popups to promote it further. When a customer adds a product from the bundle to their cart, a popup will appear showcasing the entire set, encouraging them to purchase it. Follow these steps to set up a recommendation popup:

1. In the Product Upsells & Bundles app, go to the Product bundles tab and click Manage bundles.

   

2. Select the bundle you want to create a popup for and access its detail page.

   

3. Locate the Recommendation popup module and toggle it on to enable customization.

   

3.1 Enter an appealing Pop-up window title that will be displayed to customers.

3.2 Craft enticing Pop-up window button text to encourage purchases.

3.3 Set Display frequency: Choose whether to show the popup every time a customer adds an item to their cart or just once.

3.4 Choose Display page: Decide to display the popup on all bundled product pages or just the main product page.

4. Click Update to save your popup settings.

Important Notes on Bundle Recommendation Popups

• When a customer adds an item from a bundle to their cart, the configured popup will appear to showcase the entire bundle for purchase.
• Clicking the purchase button within the popup adds the entire bundle to their cart.
• If an add-on promotion is active for the product, it will take priority over the bundle popup and be displayed on the product page.
• If you have multiple bundle popups for the same product, the one associated with the most recently updated bundle set will appear. This aligns with the priority of which bundle is displayed on the product page.
• Remember to set your bundle set to enabled for its recommendation popup to appear. Disabled bundles won't trigger popups.

Advanced Settings for Created Bundles 

For created bundles, you can fine-tune your promotional strategies with the Advanced Settings feature. This functionality empowers you to define rules for partial bundle purchases with discounts, configure the stacking of promotions with coupon codes, decide the number of bundles displayed on product pages, and prioritize specific bundles within that limit. 

For a detailed explanation of these advanced options, please refer to the dedicated guide on "Advanced Settings." 

Viewing the Manual Tie-in Bundles List

All created product bundles are accessible via the Manual tie-in bundles page. Follow these steps to view and manage your manual bundles:

1. In the Product Upsells & Bundles app, go to the Product bundles tab, find the Manual tie-in sets module, and click Manage bundles.

   

2. On the Manual tie-in bundles page, you can switch among three tabs: All, Enabled, and Disabled bundles. The bundle list below provides a quick overview of essential information for each bundle:

   

•  
  • Main product: Displays the image and name of the main product in each bundle.
  • Products in the bundle: Displays the product images and quantities included in each bundle.
  • Discount type: Shows the discount type set for each bundle.
  • Total sales ($): Displays the current total sales of each created bundle. 
  • Status: Indicates whether the bundle is enabled or disabled.
  • Popup: Indicates whether the recommendation popup for this bundle is enabled or disabled.
  • Action: In this column, you can click the Preview icon to preview the main product's detail page for the respective promotion. If the current bundle popup has generated any data, you'll see a data icon displayed. Click on it to view the data details:
    • Views: The number of times the bundle popup was viewed by customers.
    • Clicks: The number of times the purchase button within the bundle popup was clicked by customers.
    • Conversion rate: Calculated as Clicks / Views.

Managing Manual Tie-in Bundles

To match your sales strategies, you may need to adjust bundled products, discount types, or display styles. Additionally, if certain bundles no longer correspond with your operational techniques, you may consider disabling or deleting them. Follow the instructions below to perform these actions:

Updating Your Bundles

1. In the Product Upsells & Bundles app, go to the Product bundles tab, locate the "Manual tie-in sets" module,  and click Manage bundles.

   

2. Select the bundle you want to update to access its editing page.

   

3. Modify the bundle’s settings according to your preferences and needs, then click Update. The bundle information on the product page will be immediately updated.

   

Disabling Bundles (Temporarily Hide)

1. In the Product Upsells & Bundles app, go to the Product bundles tab, locate the "Manual tie-in sets" module,  and click Manage bundles.

   

2. Check the bundle you want to disable and click Disable. You can select multiple bundles at once.

   

   Alternatively, access the editing page of the selected bundle and toggle off the Enabled switch to disable the bundle.

   

Deleting Bundles (Permanent Removal)

1. In the Product Upsells & Bundles app, go to the Product bundles tab, locate the "Manual tie-in sets" module,  and click Manage bundles.

   

2. Check the bundle you want to delete and click Delete. You can select multiple bundles at once.

   

Querying Manual Tie-in Bundles

To determine which manual tied-in bundles are currently associated with a specific product in your store, follow these steps:

1. In the Product Upsells & Bundles app, go to the Product bundles tab and locate the "Product bundle management" module. Click on Query products.

   

2. Click Select a product to open the product list.

   

3. Select the product you want to examine for its associated sales bundles, then click Select.

   

4. The query result will showcase all bundle combinations for this product. Locate the "Manual tie-in bundles" module to view all manually created bundles linked with this product.

   • Click Manage manual tie-in sales to access the manual tie-in bundles list page, where you can view and manage all manual tie-in bundles.
   • Click the Modify settings of product set button for a specific bundle to access its bundle editing page and make necessary adjustments.