Mix & Match Bundles

Let customers build their own bundles from a selection of products

Last updated: 2025-01-16

Mix & Match Bundles give customers the freedom to choose their own products from a curated selection. You define the rules (e.g., "Pick any 3 items") and the discount, while customers personalize their bundle.

Customer Favorite

Mix & Match bundles have the highest customer satisfaction scores because they combine the value of bundling with the personalization customers want.

How It Works

  1. You define the pool — Select which products are eligible
  2. You set the rules — How many items, minimum quantities, etc.
  3. You set the discount — Percentage off, fixed price, or tiered
  4. Customer builds their bundle — Selects products that fit the rules
  5. Discount applies automatically — At checkout or in cart

Common Use Cases

Mix & Match Examples

  • "Pick any 3 for $25" — Fixed price for a set quantity
  • "Buy 2, get 20% off" — Percentage discount at quantity threshold
  • "Mix & Match 6-pack" — Beverage or food variety packs
  • "Build your routine" — Skincare/beauty customization
  • "Wardrobe builder" — Fashion mix and match
  • Sample bundles — Try different flavors/scents

Creating a Mix & Match Bundle

1

Start Bundle Creation

Go to CheckoutOS → Dynamic Bundles → Create Bundle → Mix & Match.
2

Define Product Pool

Add products by individual selection, collection, or tag.
3

Set Quantity Rules

Define minimum/maximum items and any per-product limits.
4

Configure Pricing

Set discount type: fixed price, percentage, or tiered.
5

Design the Selector

Choose layout and customize the bundle builder UI.
6

Publish

Test the bundle builder, then publish.

Defining the Product Pool

Specify which products are eligible for the bundle:

Product Pool Configuration
{
  "product_pool": {
    "type": "mixed",
    "sources": [
      {
        "type": "collection",
        "collection_id": "protein-bars"
      },
      {
        "type": "tag",
        "tag": "bundle-eligible"
      },
      {
        "type": "products",
        "product_ids": ["special-item-001", "limited-edition-002"]
      }
    ],
    "exclusions": {
      "product_ids": ["discontinued-item"],
      "tags": ["no-bundle"]
    }
  }
}

Quantity Rules

Control how many items customers can select:

Quantity Rules
{
  "rules": {
    "total_items": {
      "minimum": 3,
      "maximum": 6,
      "exact": null
    },
    "per_product": {
      "minimum": 0,
      "maximum": 3
    },
    "required_products": [],
    "category_limits": {
      "premium": { "max": 2 },
      "standard": { "max": 6 }
    }
  }
}

Pricing Options

Fixed Price for Bundle

Pick Any 3 for $25
{
  "pricing": {
    "type": "fixed_price",
    "conditions": [
      {
        "quantity": 3,
        "price": 25.00
      }
    ],
    "show_per_item_price": true
  }
}

Percentage Discount

Buy 3, Get 15% Off
{
  "pricing": {
    "type": "percentage",
    "conditions": [
      {
        "quantity_min": 3,
        "discount_percent": 15
      }
    ],
    "apply_to": "all_items"
  }
}

Tiered Pricing

Tiered Discount Structure
{
  "pricing": {
    "type": "tiered",
    "tiers": [
      { "quantity": 2, "discount_percent": 10, "label": "Buy 2, save 10%" },
      { "quantity": 3, "discount_percent": 15, "label": "Buy 3, save 15%" },
      { "quantity": 4, "discount_percent": 20, "label": "Buy 4, save 20%" }
    ],
    "show_next_tier": true
  }
}

Bundle Builder UI

Customize how the mix & match selector appears:

UI Options

  • Grid layout — Products displayed in a grid
  • List layout — Products in a scrollable list
  • Category tabs — Organize products by category
  • Search and filter — Help customers find products
  • Running total — Show bundle price as they select
  • Progress indicator — "3 of 6 selected"
UI Configuration
{
  "ui": {
    "layout": "grid",
    "columns": 3,
    "show_categories": true,
    "enable_search": true,
    "show_running_total": true,
    "progress_style": "bar",
    "add_button_text": "Add to Bundle",
    "complete_button_text": "Add Bundle to Cart"
  }
}

Best Practices

Optimization Tips
  • Keep the pool focused — Too many options cause decision fatigue
  • Use clear pricing — "Pick 3 for $25" is clearer than complex tiers
  • Show progress — Help customers know how many more to add
  • Highlight savings — Show "You're saving $X" as they build
  • Mobile-first design — Test the builder on mobile devices
  • Suggest combinations — Show popular bundles others have built

Related Topics

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