Skip to main content

How to create Product Add-ons (Popup)

Shivam Tiwari avatar
Written by Shivam Tiwari
Updated over a week ago

What is a Product Add-ons (Popup)

Product Add-ons (Popup) allow you to enhance the shopping experience by offering relevant product suggestions or promotional deals when customers add an item to their cart. This feature is a powerful tool to boost average order value, highlight complementary products, and provide targeted discounts in a seamless and engaging way.

Common Use Cases Include :

  • Discounting an essential accessory (e.g., 20% OFF screen protector).

  • Offering a free complementary item (e.g., a scarf with a coat).

  • Adding value with a bonus item (e.g., free pack of coffee beans with a premium coffee machine).

  • Providing a discount on a matching accessory (e.g., 20% off a handbag with a dress).

  • Applying a fixed discount on an additional product (e.g., $10 off socks when buying sneakers).

Once an Add-on Popup is created, it will automatically trigger when a customer adds the main product to their cart. The popup will display the add-on offer, allowing the customer to conveniently add the suggested item to their cart directly from the banner. This ensures the promotion is visible at the perfect moment, helping drive upsells without interrupting the shopping flow.

How to Set up Product Add-ons (Popup)

STEP 1

Go to the Kefi Bundle Builder homepage and select the Product Add-ons (Popup). Click “Select”

STEP 2

After you choose to create a Product Add-on (Popup), you'll be redirected to the Content section. This area is divided into four key sub-sections that help you customize how your bundle looks and works on your store:

1. Bundle Info

The Bundle Info sub-section allows you to set the basic information your customers will see in the popup. It includes:

  • Title: This is the internal name of the bundle for your reference.

  • Popup Heading: This is the main heading text that appears on the add-on popup banner shown to customers. Use this field to grab attention and clearly convey the offer-e.g., “Special offer for you”. Keep it concise, compelling, and aligned with your brand voice.

This section sets the tone for your add-on and helps ensure the offer is clearly communicated when the popup appears on the storefront.

2. Product Setup

In the Product Setup sub-section, you define the relationship between the main (trigger) product and the add-on product. This determines when the popup is triggered and what product is shown as an add-on.

Here’s how this section works:

Trigger Product: Choose which product(s) will activate the popup. You have three options:

  • All Products – The popup will trigger when any product is added to the cart.

  • Specific Product – Select one or more individual products to trigger the popup.

  • Collection – Choose a product collection to trigger the popup when any product within that collection is added to the cart.

Add-on Product Type: Choose what type of product will be suggested in the popup:

  • AI Recommendation – The system will automatically suggest relevant add-on products based on customer behavior and product compatibility.

  • Specific Product – Manually choose a product to be offered as the add-on.

Example Setup:

For demonstration purposes, we’ve selected:

Specific Products as the trigger, meaning the popup will appear when that specific product is added to the cart.

Specific Product as the add-on, where we’ve manually chosen the product we want to promote alongside the main item.

Now Add Product

Show Swatches - You can also display product variants-such as different colors, sizes, or styles-by enabling the Show swatches option.

This allows customers to view and select from the available variants directly within the bundle widget, improving the shopping experience.

To further personalize how these options appear, click on Edit swatches. Here, you can customize the swatch layout, labels, and appearance—for example:

  • Swatches Option Type - Color, size

  • Option Layout

  • Swatch Size

  • Swatch Shape

3. Discount

In this section, you’ll decide how you want to price the add-on product. There are two discount types available:

  • Percentage Discount – Apply a percentage-based discount (e.g., 5% off). Ideal for flexible, attractive offers that scale with the add-on product’s price.

  • Without Discount – Simply display the add-on product at full price. Useful for free gifts (priced at $0) or when you're highlighting an item as a suggested complement rather than offering a discount.

Combine this discount with other:

You can choose to combine your add-on discount with other types of discounts active in your store, including:

  • Order Discounts – Overall discounts applied to the total order value.

  • Product Discounts – Discounts applied to individual products in the cart.

  • Shipping Discounts – Reduced or free shipping offers applied at checkout.

This allows you to create more compelling promotions by layering multiple incentives for your customers.

4. Text Fields

This section lets you customize all the text displayed on the bundle widget, making it easy to translate the content into a different language or align the messaging with your brand voice.

You can update elements like the Free Text, call-to-action and Skip Offer CTA labels to better engage your audience or fit regional preferences.

Widget Preview

On the right side of the screen, you’ll see a live preview of the bundle widget. This preview updates in real-time as you configure your Product Add-on settings.

The widget preview shows exactly how the offer will appear on your product page, including the selected add-on product, pricing details, and any customizations you've made (like text or discount settings). This helps you visualize the final design and ensures everything looks correct before publishing.

Use this area to double-check your layout, confirm product selection, and make any adjustments to improve the customer experience.

Now , click on the “Next” button to proceed to the next section .

After clicking the next you would be redirected to the next section that is Design

STEP 3

Design - The Design section allows you to tailor the visual appearance of your bundle widget, ensuring it aligns seamlessly with your store's branding and layout. You can customize everything from colors and fonts to image display and button styles. The design settings are organized into three main categories:

1. General

This section manages the overall styling of the bundle widget and popup.

  • Bundle Widget Background: Set the background color of the entire widget.

  • Font Family: Choose the primary font family used throughout the widget.

Title

  • Text Color: Customize the color of the bundle title text.

  • Size: Set the font size for the title.

  • Style: Choose font styles like bold or italic.

Popup

  • Header Background Color: Set the background color for the popup header.

  • Heading Text Color: Customize the popup heading text color.

  • Size: Set the font size for the popup heading.

  • Style: Apply font styling such as bold or italic to the popup heading.

2. Product Card

This section controls the appearance of individual product cards within the bundle.

General

  • Background Color: Set the background color of each product card.

  • Card Border Color: Define the border color around the product card.

  • Image Size: Choose from Small, Medium, or Large.

  • Image Display: Decide whether to show images on Desktop/Mobile, Desktop only, or hide them completely.

  • Show Checkboxes on Image: Toggle the visibility of selection checkboxes over product images.

Title

  • Text Color: Set the text color for product titles.

  • Size: Adjust the font size of the product titles.

  • Style: Apply font styling such as bold or italic.

Price

  • Product Price Color

  • Product Price Size

  • Product Price Style

  • Compare-at Price Color

  • Compare-at Price Size

  • Compare-at Price Style

Variant Selector

  • Swatches Color: Customize the color of variant swatches.

  • Size: Set the font size of the variant selector text.

  • Style: Apply styling to the variant selector (e.g., italic, bold).

3. Footer

The Footer section allows you to style the bottom section of the bundle widget, including the pricing summary and action buttons.

Total Section

  • Background Color: Customize the background color of the total price area.

Add to Cart

  • Background Color: Set the button background color.

  • Text Color: Choose the color of the button text.

  • Size: Define the font size used in the button.

  • Style: Apply font styling (bold, italic, etc.).

  • Border Radius: Adjust the roundness of the Add to Cart button corners.

Skip Offer

  • Text Color: Customize the text color for the "Skip Offer" link or button.

  • Size: Set the font size.

  • Style: Apply text styling such as underline, italic, or bold.

With these flexible design settings, you can ensure your bundle widget not only looks professional and visually aligned with your store but also provides a smooth and consistent experience for your customers across devices.

Now , click on the “Next” button to proceed to the next section .

After clicking the next you would be redirected to the next section that is “Advance”

STEP 4

Advanced Settings - These settings are useful for precise targeting and scheduling. Let’s dive into each option:

1. Scheduling

Set a start and end date for your bundle campaign. This is perfect for time-sensitive promotions, seasonal offers, or flash sales. The widget will only display during the defined period.

2. Customer Targeting

Control who sees the bundle by targeting:

  • All customers

  • Specific customer segment

In case of Specific Customer Segment -

  1. Customer Tags - Show bundles only to users with certain Shopify tags (e.g., “VIP”, “Loyal”). You can include/exclude based on tags.

  2. Customer Countries - Limit bundle visibility by geographic region — useful for country-specific offers or regulations. You can include/exclude based on countries.

  3. Minimum Lifetime Spend - Display bundles only to customers who’ve spent above or less than a set threshold.

These filters can be combined using "AND" logic for precise control, perfect for offering exclusive deals, loyalty rewards, or regional promos.

STEP 5

Now Check the widget Preview Click on “Save” button to save all the changes

STEP 6

Now click on “Activate” to activate the Popup

STEP 7

Once everything is set up, it’s time to test the experience in your store.

Visit your storefront and add a product (based on your trigger settings) to the cart. When the product is added, a popup will appear showcasing the add-on product you configured.

Customers will have two options:

  • Add to Cart – They can accept the offer and add the suggested product directly to their cart.

  • Skip – They can dismiss the popup and continue shopping without adding the add-on.

This final step ensures that your Product Add-on popup is working as expected and delivering a smooth, customer-friendly experience.

Need Help?

If you have any questions or need assistance, feel free to contact us:

Did this answer your question?