How to create a frequently bought together offer (updated)

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Overview

Creating a product bundle offer is a great way to increase your average order value by encouraging customers to buy related products together at a discounted rate.

Example about a product bundle offer:
– Buy X+Y and get 20% off.

In this case, customers are encouraged to purchase both products together at a discounted rate, promoting higher sales volume and increasing the average order value.

User Guide

Here’s a detailed guide on how to create a product bundle 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.

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

1. Start creating the offer

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

2. Select offer type

  • Click Create Offer in Frequently Bought Together 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

The Product Bundle offer allows you to choose ‘Trigger’ products and ‘Offer’ products.

  • The trigger product is the primary product that the customer intends to buy.
  • Offer products are the upsells you wish to promote along with the trigger product.

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.
  • Automated: You can view and select collections. The offer will be displayed and triggered only for the products in collections 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 products type and scheduled time to create the offer:

  • Click Next to proceed.

6. Setting the offer

In this step you can set offer products and discount to the offer.

  • Select offer products.
    Offer products have 2 options:
    Manual: You can view and select product manually.
    Automatic: The offered products will be displayed automatically by the recommendation source you selected. You can also select the number of products shown in the offer.
  • Tick on Enable discount to enable the discount.
  • Configure the discount.
    Discount types available are:
    Default price: The price of products will be original price.
    Bundle discount: You can either set a percentage discount or a fixed amount to be deducted from the original cost and the minimum number of products required to apply the discount. When the condition is met, the discount will be applied.
    Fixed price for the bundle: The customer will buy the combo at a fixed price that has been set. Example: Buy X and Y for 30$.
    Discount by items order: You can set discount for each number items order.

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.

Please refer How to customize a product bundle widget to customize a widget.

7. Behavior after add to cart (optional)

Select behavior after add to cart:
Open Xboost cart if possible: Try to open Xboost cart if your store is using Xboost cart.
Go to cart page: After adding product to cart, you will be directed to the cart page.
Go to check out: After adding product to cart, you will be directed to the checkout page.
Refresh page: After adding product to cart, the page will refresh.

8. Appearance setting (optional)

Please refer How to customize a Frequently Bought Together widget widget to customize a widget.

9. Finish creating the offer

  • Click Publish to complete creating a product bundle offer.

10. 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.

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