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Upsells & Offers

Product Bundles Guide

Boost Average Order Value (AOV) by offering curated product bundles and volume discount packages directly to shoppers.

What is a Product Bundle Offer?

A Bundle Offer groups two or more complementary items together (e.g. Camera + Tripod + SD Card or Buy a 3-Pack & Save 20%) and presents them to shoppers with a bundled discount incentive.

Product bundle offer widget preview in Cartwheel
Product bundle offer widget preview in Cartwheel

Complete-the-Set & Volume Strategies

  1. Complete-the-Set: Automatically recommended when a shopper adds one constituent item to their cart. Cartwheel computes the combined original price and displays missing items at a bundle discount.
  2. Frequently Bought Together: Pair a main product with matching accessories (e.g. Laptop + Protective Sleeve + Wireless Mouse).
  3. Volume Discount Multi-Packs: Offer tier discounts for purchasing multiple quantities of the same item (e.g. 1 Unit (Full Price), 2 Units (15% OFF), 3 Units (25% OFF)).

Installation: Enabling Bundle Offers

Bundle offers are displayed natively on the Shopify checkout page using the same Checkout UI extension as Checkout Upsells.

  1. Open Shopify Admin → Online Store → Edit theme.
  2. Switch the top dropdown from Home page to Checkout.
Selecting Checkout from the page dropdown in Shopify Theme Editor
Selecting Checkout from the page dropdown in Shopify Theme Editor
  1. Click Apps at the left side of the header and enable Checkout Upsell.
Enabling Checkout Upsell app embed in Shopify Theme Editor header
Enabling Checkout Upsell app embed in Shopify Theme Editor header
  1. Click Add Block under the Checkout page layout.
Adding a Checkout Upsell block in Shopify Checkout layout editor
Adding a Checkout Upsell block in Shopify Checkout layout editor
  1. Toggle on Include block in the right-hand sidebar.
Toggling on Include block setting in the sidebar panel
Toggling on Include block setting in the sidebar panel
  1. Select Cartwheel Checkout Upsell and position it in your checkout sidebar or main order summary.
  2. Click Save.

Setting Up a Bundle Offer

  1. Navigate to Cartwheel Admin → Offers → Bundles.
  2. Click Create Offer.
Product bundles management page showing Create Offer button in Cartwheel
Product bundles management page showing Create Offer button in Cartwheel
  1. Select Bundle Items:
    • Add two or more products or specific variants that make up the set (e.g., Shampoo + Conditioner).
    • Cartwheel automatically computes the combined total original price across all constituent items.
Selecting products and variants to include in the product bundle
Selecting products and variants to include in the product bundle
Product selection modal listing store items for bundle selection
Product selection modal listing store items for bundle selection
  1. Configure offer settings: Set offer name, page title, Optional factual note, Suggested pitch, and status.
Configuring product bundle offer title, suggested pitch, and status settings
Configuring product bundle offer title, suggested pitch, and status settings
  1. Set Discount: Choose a discount type:
    • Percentage Discount (e.g., 20% OFF)
    • Fixed Amount Off (e.g., $10 OFF)
Configuring percentage or fixed amount discount settings for the product bundle offer
Configuring percentage or fixed amount discount settings for the product bundle offer
  1. Post-purchase email: Configure post-purchase email. Set a schedule for sending post-purchase email to customer.
Setting up automated bundle offer follow-up email schedule
Setting up automated bundle offer follow-up email schedule
  1. Publish: Toggle status to Active and save.
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