Articles on: General

How to create bundle deals and upsell them (threshold, tiered and cheapest free)

A bundle is a reusable deal on a group of products, such as "buy any 5 from Newborn, get 15% off" or "buy 3, get the cheapest free". You build the bundle once under Bundles, then promote it with an offer. The discount only goes live at checkout while an enabled offer promotes the bundle.


  • Where: Bundles in the UpsellPlus menu → Create bundle
  • Products: hand-picked products, or a whole collection (stays in sync as the collection changes)
  • Deal types: Threshold, Tiered, Cheapest Item Free



Bundle built from a whole collection: buy any 5 from a collection and get 15% off


Create a bundle


Bundle deal strategies: threshold, tiered and cheapest item free


  1. Go to Bundles → Create bundle.
  2. Enter a Name, and optionally a Discount label shown as the discount title at checkout.
  3. Under Which products are in this bundle?, choose:
    • Selected products: hand-pick the products that count toward the deal
    • A collection: every product in the collection counts, including products added later
  4. Choose a Deal strategy:


    Strategy

    How it works

    Example

    Threshold

    A discount when the shopper buys a minimum number of bundle products

    Buy 5 or more, get 15% off

    Tiered

    Bigger discounts as they add more

    2 items → 10%, 3 items → 15%, 5 items → 20%

    Cheapest Item Free

    Buy N products, the cheapest is free

    Buy 3, cheapest free



    Discounts can be a percentage or a fixed amount. The minimum quantity is at least 2, and tier quantities must increase.
  5. Under Which items get the discount?, choose Discount all bundle items in the cart or Only discount items added through the offer.
  6. Under Which purchase types count toward the deal?, choose Any purchase type, Subscription items only or One-time purchases only.
  7. Check the Deal summary and Discount preview, then Save bundle.


Promote the bundle with an offer


A saved bundle stays Inactive until an offer promotes it:


  1. Click Create offer on the bundle (or go to Offers → Create Offer).
  2. On the Offers tab, under How should products be selected?, choose From a Bundle and select your bundle.
  3. Choose a placement and save.


The Bundles list shows which offer promotes each bundle (Promoted by) and whether it's Live.


Good to know


  • Subscription bundles: products without a selling plan are excluded. The discount applies at checkout, so it affects the first order only; recurring orders use the selling plan's price.
  • "Only discount items added through the offer" only works with an offer promoting the bundle.
  • Shopify Bundles app products can still be upsold as a normal product with Specific Products.


FAQ


Why isn't my bundle discount applying?
Check that an enabled offer promotes the bundle. Bundles without an enabled offer are saved but inactive.


Can a bundle use a whole collection?
Yes. Choose A collection; products added to the collection later count automatically.


Can I offer a "buy X, get a free gift" deal?
Yes. Use a Free Gift offer with a Cart Product Quantity targeting rule, for example 5 or more items from a collection.



Updated on: 14/10/2026

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