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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 one article of a given category and two articles from a different category, as explained below.

Creating a bundle definition​

Create a bundle definition to use it in a given campaign. For performance reasons, we recommend creating a maximum of two bundle definitions per campaign.

To create a bundle definition:

  1. On the left-side menu of your campaign, click Rule Builder.

  2. In the top-right corner of the page, click Bundle Definitions.

  3. (Optional) Click Add Bundle Definition if your campaign already contains bundle definitions.

  4. In Name, type a name for your bundle definition.

  5. 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.

    • 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.

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

  7. (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.

  8. Click Save Bundle Definition.

The bundle definition is created. You can now reference this bundle definition in, for example, the Discount individual items effect.

Additionally, the Count attribute, representing the total number of bundles formed by the bundle definition, is available in the Attribute Selector.

Example​

Let's imagine that we run a pizza chain and want to set a $10 pro rata discount on bundles made of two soft drinks and one 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 two items from the soft drink list and one item from the salami pizza list.

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

Idea

We can also set a discount on bundles containing one salami pizza and two 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 a bundle definition​

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. On the left-side menu of your campaign, click Rule Builder.

  2. In the top-right corner of the page, click Bundle Definitions.

  3. Next to the bundle definition you want to edit, click .

  4. 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.

  5. Click Save Bundle Definition.

Deleting a bundle definition​

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

  1. On the left-side menu of your campaign, click Rule Builder.
  2. In the top-right corner of the page, click Bundle Definitions..
  3. Next to the bundle definition you want to delete, click .
  4. In the pop-up that appears, click Delete.