Get Started with Mix & Match Bundles
Give your customers the power to build their perfect bundle! With the Mix & Match Bundle feature from the Kefi Upsells App, you can offer an interactive shopping experience that boosts engagement and increases average order value. Instead of fixed sets, let shoppers mix their favorites from a curated list - more freedom for them, more conversions for you.
Setting Up Your Mix and Match Bundle: A Step-by-Step Guide
Ready to set it up? Let’s dive in.
This step-by-step guide will walk you through everything you need to configure and launch your Mix and Match bundle - from choosing the right settings to customizing how it appears on your store.
STEP 1
Go to the homepage and select the Mix and Match. Click “Select”
STEP 2
After selecting Mix and Match, you'll be redirected to the Content Section, where you can set up your bundle. This section includes:
Bundle Info: Name your bundle and add a description.
Product Setup: Choose which products customers can mix and match.
Discount Options: Set percentage, fixed, or tiered discounts.
Text Fields: Customize messaging like headings and button labels.
Widget Preview: On the right-hand side, see a live preview of how your bundle will appear to customers.
1. Bundle Info
In this section, you can add a title for your Mix and Match Bundle. This title will be visible to customers, so make it clear and appealing.
Character Limit: You can enter up to 80 characters.
Tip: Use titles like "Build Your Own Snack Box" or "Pick & Save Fashion Bundle" to attract attention.
2. Product Setup
This section allows you to select which products will be part of your Mix and Match offer. You have three flexible options to choose from:
All Products: Include your entire product catalog in the bundle.
Specific Products: Manually select individual products from your store.
Collection: Choose an existing collection to group related products together.
For this guide, we’ve selected “Specific Products” and included 2 products from the store to demonstrate how the bundle works in a focused setup.
Widget Visibility Options
Decide where the Mix and Match bundle widget should appear:
On all included product pages – Display the bundle wherever the selected products are listed.
On specific product pages – Show the bundle only on chosen product pages for more control over placement.
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 Option
This section allows you to set up the discount for your Mix and Match Bundle. Choose the discount type that best suits your promotion strategy:
Percentage Discount – e.g., “Get 20% off when you buy 3 items.”
Fixed Amount Discount – e.g., “Save $10 on a bundle of 4 products.”
Fixed Bundle Price – Set a single price for the entire bundle, e.g., “Buy 5 T-shirts for $60.”
Without Discount – Let customers build bundles without any price reduction, ideal for personalization-only offers.
For this guide, we’ve created 2 percentage-based discount offers to demonstrate how tiered pricing works:
Offer 1: Buy 2 items – 10% Discount
Offer 2: Buy 4 items – 20% Discount
You can add additional discount tiers by clicking the “Add Discount Offer” button.
Additional Discount Features:
Set a Range: Define minimum and maximum product quantities required to activate each offer (e.g., Buy 2–3 items to unlock 10% OFF).
Add a Free Gift: Reward customers with a free product when they meet bundle criteria.
4. Text Fields
This section allows you to customize all the text shown on the Mix and Match bundle widget. It’s perfect for aligning the language with your brand tone or translating content for different markets.
You can easily update key elements such as:
Options Text – Label for product choices
Footer Text – Summary or instructional message at the bottom
Free Text – Message for free gift offers
Quantity – Labels for item quantities
Add Button – Text for adding products to the bundle
Add to Cart CTA – Main call-to-action button text
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 – Customize the Appearance of Your Bundle Widget
The Design section allows you to tailor the appearance of your bundle widget so it seamlessly matches your store’s branding and layout. A well-branded widget not only enhances visual appeal but also builds trust and improves the overall customer experience.
The customization options are grouped into three main categories:
1. General Settings
These options control the overall look and feel of the widget container and key informational areas.
General
Bundle Widget Background – Set the background color of the main widget.
Font Family – Choose the font family to match your storefront’s typography.
Title
Text Color
Size
Style (e.g., bold, italic)
Discount Tab
Background Color
Text Color
Text Size
Style
Subtext Size
Border Radius
2. Product Card
Customize how individual product blocks appear within the bundle widget.
General
Background Color
Card Border Color
Image Border Color
Image Size – Choose the product image size (Small, Medium, Large).
Image Display – Set visibility: Desktop & Mobile, Desktop only, or None.
Title
Text Color
Size
Style
Price
Product Price Color
Product Price Size
Product Price Style
Compare-at Price
Compare-at Price Size
Compare-at Price Style
Variant Selector
Text Color
Swatches Color
Size
Style
3. Footer
Style the final section of the bundle widget where pricing details and the Add to Cart button appear.
Total Section
Background Color
Text Color
Total Text Size
Total Text Style
Price Size
Price Style
Add to Cart Button
Background Color
Text Color
Size
Style
Border Radius
These design settings allow you to fully customize your bundle widget's look—ensuring it feels like a natural part of your storefront, both visually and functionally.
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 - The Advanced section gives you greater control over when, where, and to whom the bundle widget is shown. These settings are useful for precise targeting and scheduling. Let’s dive into each option:
1. Widget Position
By default, the widget will appear below the Add to Cart button.
To change its position, open the Shopify Theme Editor, and simply drag the app block to your preferred location on the product page - no coding required.
Embed Bundle via HTML
You can also embed this bundle manually on any page using HTML.
Display the bundle wherever you like by placing the provided HTML tag directly into your theme file.
Hide Shopify Elements
You have the option to hide specific Shopify elements (like the default Add to Cart button or product price) to reduce redundancy when showing bundles.
Simply enter the CSS selectors of the elements you'd like to hide.
For example:
.product__price
.product-form__buttons
This helps create a cleaner, more focused layout around your bundle widget.
For a detailed step-by-step guide, refer to this help article:
2. 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.
3. Customer Targeting
Control who sees the bundle by targeting:
All customers
Specific customer segment
In case of Specific Customer Segment -
Customer Tags - Show bundles only to users with certain Shopify tags (e.g., “VIP”, “Loyal”). You can include/exclude based on tags.
Customer Countries - Limit bundle visibility by geographic region — useful for country-specific offers or regulations. You can include/exclude based on countries.
Minimum Lifetime Spend - Display bundles only to customers who’ve spent above or less than a set threshold.
STEP 5
Click on “Save” button to save all the changes
STEP 6
Click on “Activate” to activate the widget on your shopify store(make sure you have enabled the core snippet button in order to see the bundles on your store).
Your Mix and Match Bundle is Now Live! Click the “Show on Store” button to Preview the bundle as it appears to your customers
Now, head over to your storefront to see the Mix and Match Bundle live in action.
Need Help?
If you have any questions or need assistance, feel free to contact us:
Live Chat: Available via the Kefi Bundles app or website.
Email: [email protected]