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How to create a Bundle

A Predictive bundle is a flexible product grouping strategy used in e-commerce to enhance the shopping experience and boost sales.

Thomas Ta avatar
Written by Thomas Ta
Updated over 2 months ago

⚠️ This feature is only applied to customers using the Boost app's TURBO version.

Overview

Requirements

Version Requirements

  • Template Version: 2.3.0 or higher.

Plan Requirements

Bundle type / Plan

Fremium

Basic

Essential

Professional

Classic bundle

✔️

✔️

✔️

AI Frequently Bought Together bundle

✔️

✔️

AI Related items bundle

✔️

Why Boost Predictive bundle?

  • All-in-One Platform: Combines bundle creation and search functions.

  • Real-Time Optimization: Utilizes search data to create more relevant bundles.

  • Smart Adjustments: AI adapts bundles based on customer behavior, saving time and creating relevant groupings.

  • Better Performance Tracking: Provides a complete view of how bundles and searches perform.

  • Higher Sales: Effective bundles increase conversions and revenue.

Boost Predictive Bundles simplifies operations, effectively combines data, and boosts sales through smart, integrated bundling and search features.


How to Create a Bundle

Access feature

To access and enable this feature, follow these steps:

  1. From app admin, select Recommendation > Predictive bundles

  2. Click Add new bundle

  3. Select the bundle type you'd like to add.

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Bundle Settings

⚠️ Note

  • Bundles will display according to the search terms when there is a product in the bundle shown in the search results.

  • Bundles are arranged based on their creation/updating time. The most recently created/updated bundle will be prioritized. Each placement will display only one bundle, even if multiple activated bundles match the search terms. If multiple active bundles are added to the cart page, the bundle with the highest discount amount will be applied.

  • Classic Bundles (which consist of manually selected products) take priority over AI-generated Bundles (such as Frequently Bought Together (FBT) or Related Items). This means that when both types of bundles are available, the Classic Bundles will be displayed first, ensuring that your manually curated product selections are prioritized over automatically generated recommendations.

Classic bundle

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  1. Select the products you want to sell together (2 to 4 products in a bundle).

  2. Determine the type of discount you want to apply to the bundle and set the amount.

    1. Percentage: set the percentage discount for your bundle.

    2. Amount: set the exact discounted amount for your bundle.

  3. Choose where to display the bundle in Search:

    • Instant Search Widget

    • Search Results Page

    • Product page
      If you select to display the bundle on Instant Search Widget or Search Results Page, a new display option is available: "As a product in the search results list" along with "At the bottom of the search result list" (by default).

⚠️ The As a product in the search results list display option is only available for Boost's Essential or higher subscribers.

4. Select bundle status: Active or Pause.

  • Set the status to Paused if you want to stop applying discounts and hide this bundle in your store.

⚠️ If the bundle status is activated, the bundle discount is enabled and will apply even if the placements haven’t been added to the theme.

After setting up the bundle, click Next to customize the bundle design.

AI Frequently Bought Together bundle

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  1. Select how you'd like AI to generate product bundles

    1. Primary Algorithm:

      • The Primary algorithm is set by default to AI-based Frequently Bought Together. This algorithm will automatically recommend products that are frequently browsed and purchased together, using data collected from all customers on your store.

    2. Secondary Algorithm:

      • You have the option to select a Secondary algorithm to be used in cases where the Primary algorithm does not have sufficient data. The available options for the Secondary algorithm are:

        • Bestsellers: Recommends products that are the top-selling items in your store.

        • Most Viewed: Suggests products that have been viewed the most by customers.

        • Newest Arrivals: Highlights the latest products added to your store.

        • AI-based Alternative Products: Offers alternative product suggestions based on AI analysis.

        • Not Set: If you prefer not to set a Secondary algorithm, you can choose this option.

  2. Determine the type of discount you want to apply to the bundle and set the amount.

    1. Percentage: set the percentage discount for your bundle.

    2. Amount: set the exact discounted amount for your bundle.

    3. Minimum Bundle Price: nsure that the discount is only applied when the total price of the bundle meets or exceeds a specified threshold. If the total bundle price falls below this minimum threshold, the bundle will still be displayed, but the discount will not be applied.

  3. Choose where to display the bundle in Search:

    • Instant Search Widget

    • Search Results Page

    • Product page

  4. Set the status to Paused if you want to stop applying discounts and hide this bundle in your store.

⚠️ If the bundle status is activated, the bundle discount is enabled and will apply even if the placements haven’t been added to the theme.

After setting up the bundle, click Next to customize the bundle design.

AI Related items bundle

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  1. You can select one of the following options for the

    1. Primary Algorithm:

      1. AI-based Complementary Products:

        • This option displays products that are commonly purchased together with the main product to enhance its usage.

        • Example: If a user is viewing toothpaste, this algorithm might suggest toothbrushes and dental floss.

      2. AI-based Alternative Products:

        • This option showcases alternative products that serve a similar purpose or meet a similar need as the main product.

        • Example: If a user is looking at toothpaste, this algorithm might suggest different brands or types of toothpaste.

      3. AI-based Complementary and Alternative Products:

        • This option combines both complementary and alternative product suggestions.

        • Example: If a user is viewing an iPhone, this algorithm might suggest phone cases, screen protectors, and other iPhone models.

        Note: The "main product" can refer to either the product viewed on the Product Detail page or the first (most relevant) product in the Search results list.

    2. Secondary Algorithm

      1. Bestsellers: Recommends products that are the top-selling items in your store.

      2. Most Viewed: Suggests products that have been viewed the most by customers.

      3. Newest Arrivals: Highlights the latest products added to your store.

      4. AI-based Alternative Products: Offers alternative product suggestions based on AI analysis.

      5. AI-based Complementary Products: Displays complementary products that enhance the main product's usage.

      6. Not Set: If you prefer not to set a Secondary algorithm, you can choose this option.

  2. Determine the type of discount you want to apply to the bundle and set the amount.

    1. Percentage: set the percentage discount for your bundle.

    2. Amount: set the exact discounted amount for your bundle.

    3. Minimum Bundle Price: ensure that the discount is only applied when the total price of the bundle meets or exceeds a specified threshold. If the total bundle price falls below this minimum threshold, the bundle will still be displayed, but the discount will not be applied.

  3. Choose where to display the bundle in Search:

    • Instant Search Widget

    • Search Results Page

    • Product page

  4. Set the status to Paused if you want to stop applying discounts and hide this bundle in your store.

⚠️ If the bundle status is activated, the bundle discount is enabled and will apply even if the placements haven’t been added to the theme.

After setting up the bundle, click Next to customize the bundle design.

Bundle Design

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  1. Preview: See how the bundle will appear in the Instant Search Widget or Search Results Page.

  2. Name the Bundle: Enter the bundle name in the Header field.

  3. Button Text: Name the Add to Cart button by entering the text in the Button Text field.

  4. Style Settings: Adjust the settings for the header and button in the Style Settings section.

After completing the bundle settings, click Save and Next to add the bundle to the theme.

Display Bundle in the Store by Enabling App Embed

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  • Click Enable Boost Core to activate the core app embed automatically, integrating it into your Shopify theme.

  • Click Enable Instant Search to display the Instant Search automatically.

  • For the Search Results Page:

    • Add the App Block: Click the "Add app block" button to insert the Products & Filters (New) widget into the Search results page.

    • Hide Default Search Results: After adding the Boost widget, hide the default Search results provided by your Shopify theme by clicking the eye icon next to the theme's search results. This step is crucial to prevent duplicate search results, ensuring that only the Products & Filters (New) widget is displayed.

  • For the Product Page:

    • Add the Predictive Bundle App Block: Click the "Add app block" button to display the Predictive Bundle widget on your Product page.

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  • If you have already enabled the above two app embeds, please skip this step and click I’m All Done.

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How to Manage a Bundle

To manage a bundle, go to Recommendation > Predictive bundles

Edit a Bundle

  • In the bundle list, use the Bundle Name and ID to select the bundle you want to edit by clicking on the bundle’s Name or the Edit button (three-dot icon) in the Actions column.

Delete a bundle

  • Click the three-dot icon on the Actions of a bundle you want to delete > Select Delete to delete it from your store. After the confirmation message appears, click the Delete button again to confirm the deletion.

Active a bundle

  • Click the three-dot icon in the Actions column of the bundle you want to activate. Select Activate to display and apply the associated discount in your store. After the confirmation message appears, click the Activate button again to confirm.

Deactive or pause a bundle

  • Click the three-dot icon in the Actions column of the bundle you want to deactivate. Select Pause to hide and stop applying its discount in your store. After the confirmation message appears, click the Pause button again to confirm.


Troubleshooting

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