How to create a Mix & Match offer (updated)

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Overview

Creating a mix-and-match offer is a great way to increase your average order value by encouraging customers to purchase a combination of different products in one order to receive a discount.

Example of a mix & match offer:
– Buy 2+ and get 15% off.
– Buy 3+ and get 20% off.
– Buy 4+ and get 25% off.

In this example, the price per item decreases as the quantity purchased increases. This encourages customers to buy more items to take advantage of the lower price per unit.

User Guide

Here’s a detailed guide on how to create a Mix & Match offer using Xboost: AI Upsell & Bundles in Shopify:

First of all, please activate the core script of Xboost: AI Upsell & Bundles to use the app.

Click on App Embeds, toggle on the app, and click Save.
Go to Online Store > Themes, then click Customize.

1. Start creating the offer

Click Create offer from the Xboost: AI Upsell & Bundles app’s offers page.

2. Select offer type

Click Create a Mix & Match in Mix & Match option.

3. Select template

Select the template and color as you want.

4. Name the offer (optional)

Click button Edit title on toolbar to change title.

5. Setting Trigger Products

Mix & Match allows you to choose ‘Trigger’ products and create Mix & Match discount.

The trigger product is the primary product that the customer intends to buy.
The Mix & Match discount is a pricing strategy that offers customers a reduced price per unit when they purchase a larger quantity combination of different products in one order.

We have 3 options for trigger product:

Specific product: You can view and select products. The offer will be displayed and triggered only for the specific products you selected.
All products: All products are selected. The offer will be displayed and triggered only for the products in your store.

Scheduled time allows you to configure the time to activate offers for products.
If you don’t select Scheduled time, the offer will be applied immediately when the offer is added successfully and will remain until it is removed.
If you select Scheduled time, you can config start and end time to the offer.
Note: The start time must be before the end time.

Let’s select product type and active date to create the offer:

Click Next to proceed.

6. Setting the offer

In this step you can set discount information for each tier.

Click on the tier to configure your tier. If you need to create more than 3 tiers, you can click on the Add tier icon.
– Title: The title of the tier.
– Quantity: The discount will be applied if the number of products is met.
– Discount type: Select discount type for the tier.
– Unit and Amount: Unit and amount of discount will be applied if customer selects this option.

You can also customize this discount title content by customization feature.

Click Hide icon to visible/invisible text.
Click Next to proceed.

After configuring the offer, you can preview it on the Preview site.

7. Appearance setting (optional)

This is optional step. Please refer How to customize a Mix & Match widget to customize the offer.

8. Finish creating the offer

Click Save and Publish to complete creating a Mix & Match offer.

9. Test on storefront

You can preview how your offers, products, or promotions will appear to customers in your online store by using Test on storefront feature. Please refer How to use Test on storefront function to more information about the feature.

Now you can see the displayed Mix & Match offer widget: