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Creating and managing item bundles

You can use item bundles to group a number of items that belong to one or more lists of cart items.

Bundles are typically used to up-sell or cross-sell, offering a discount to customers if they combine items or services of the same kind or buy an entire set of products. You can decide how many items of each type make up the bundle.

In the Rule Builder you can manage bundle definitions. A bundle definition defines how items in different lists of cart items are grouped together to create bundles.

For example, you can filter cart items by product category and set a discount on bundles containing 1 article of a given category and 2 articles from a different category, as explained below.

Creating bundle definitions

note

For performance reasons, we recommend creating a maximum of two bundle definitions per campaign.

  1. At the top of the Rule Builder page, click Bundle definitions.

  2. (Optional) Click Add Bundle if there are already any bundle definitions in the section.

  3. In Bundle definition name, type a name for your bundle definition.

  4. In List of cart items, pick a list of cart items. If you haven't created one yet, you can only pick All items in the cart.

    note

    You can add more cart item lists to the same bundle definition by clicking Add list.

    Be aware that including the same cart item lists in more than one bundle definition in the same campaign may result in the same items being discounted more than once as part of different bundles.

  5. In Number of items, choose how many items from the list you want to bundle. The default value is 0.

  6. (Optional) In Bundling attributes, choose one or more cart item attributes. The value of these attributes must match across the items of the lists for the bundle to be created.

  7. Click Save Bundle Definition.

You see the bundle definition in the Bundle definitions section. You can now use it in your rules as a list of cart items.

Example

Let's imagine that we run a pizza chain and want to set a $10 pro rata discount on bundles made of 2 soft drinks and 1 salami pizza.

Let's create:

  1. A cart item filter to filter items by product category and obtain a list of cart items with all the soft drinks in the customer's cart.
  2. A cart item filter to filter items by product category and obtain a list of cart items with all the salami pizzas in the customer's cart.
  3. A bundle definition with the two lists of cart items we obtained. We pick 2 items from the soft drink list and 1 item from the salami pizza list.

If our customer has 5 soft drinks and 4 salami pizzas in their cart, 2 bundles are formed from those items, and 1 soft drink and 2 salami pizzas are left out of any bundle. The pro rata discount is then applied to each of the 2 bundles.

Idea

We can also set a discount on bundles containing 1 salami pizza and 2 soft drinks of the same type if we create a cart item attribute named soft drink type for our soft drinks and select it as Bundling attribute.

Editing bundle definitions

You can edit a bundle definition to modify its name or the number of items to select from a given list, add or remove lists, and add or remove bundling attributes.

  1. At the top of the Rule Builder page, click Bundle definitions.

  2. Click the pencil icon to the right of the name of the bundle definition you want to edit.

  3. Edit the required information.

    note

    You cannot rename a bundle definition if you are using it in a rule. A lock symbol appears by the bundle definition.

  4. Click Save Bundle Definition.

You see the updated bundle definition in the Bundle definitions section.

Deleting bundle definitions

A bundle definition cannot be deleted while it's being used in a rule.

  1. At the top of the Rule Builder page, click Bundle definitions .
  2. Click the trash bin icon to the right of the name of the bundle definition you want to delete.

The bundle definition disappears from the Bundle definitions section.