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How to Set Up Mix and Match Bundle

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

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.

Ready to set it up? Let’s dive in.

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.

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 3 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 - The Design section allows you to customize the appearance of your bundle widget so it matches your store's branding and layout. It consists of several styling options. Let’s explore them:

1. Color

This option gives you full control over the color scheme of the bundle widget. You can:

  • Change the background color of the entire widget, product block, and Add to Cart button.

  • Customize the text color for elements like the bundle title, product name, price, variant selector, and button text.

  • Adjust the border color around the product container and product image to better align with your store's look and feel.

This flexibility ensures your bundle promotions not only look attractive but also blend seamlessly with your storefront design.

2. Typography

In this section, you can customize the font family, size, and style of various elements within the bundle widget to align with your store's branding. Options include adjusting the typography for the bundle title, product price, discount Tab Quantity, variant Selector, Free gift header, Footer Text and Add To Cart Text

3. Border

This option allows you to customize the border width and border radius of key elements within the bundle widget, including the product card, product images, Free gift and the Add to Cart button.

4. Product Image

This setting lets you control how product images appear within the bundle widget. You can:

  • Choose the image size: Small, Medium, or Large depending on your layout preference.

  • Set the display visibility: Show images on Desktop/Mobile, Desktop only, or hide them completely (None).

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

This option allows you to choose where the bundle widget appears on your product page. You can select from the following positions:

  • Above Add to Cart (default position)

  • Below Add to Cart

  • Above Custom Element

  • Below Custom Element

To make positioning easier, you can also select the widget's position visually using the Shopify Theme Editor—no coding needed.

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:

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