Setting up an Upsell bundle button or a block on Product pages for bundles

Core Logic & Functionality

1. Prerequisites & Initialization

• Prerequisite: A bundle must already exist in the app to utilize this feature.
• To begin, the user must navigate to the specific bundle they wish to promote and click Edit.
• Within the bundle settings, the user must navigate to the Bundle Upsell tab.
• The feature is activated by enabling the Product page Bundle Upsell widgets toggle.

2. Widget Configuration & Design

Once the widget is enabled, the system requires a design selection:

• Offer Upsell Block: Provides extensive customization options.
• Offer Upsell button: A simpler call-to-action button.
• • IF Offer Upsell button is selected, THEN the text on the button can be edited directly in the text field.

3. Visibility Logic (Backend Decision Making)

The system determines which product pages display the button based on the following logic:

• Default Behavior: IF no specific constraints are applied, THEN the button automatically appears on all product pages for items that are currently part of the bundle.
• Manual Override: Users can manually select specific Products or Collections to display the button, overriding the default behavior.

4. Redirect Behavior Logic

• Standard Redirect: Clicking the button redirects the user to the bundle builder interface.
• "Add Browse product" Logic:
• • IF the Add Browse product to the bundle setting is enabled, THEN the system identifies the product the user was viewing immediately before clicking.
  • THEN that specific product is automatically added to the bundle configuration when the bundle builder loads.

5. Theme Installation & Placement

The app interacts with the Shopify Theme Editor to render the widget:

1. Click Save in the app settings.
2. Click the Install button.
3. The system prompts the user to select a product page template (e.g., Default product template).
4. The system automatically adds the Easy Bundle upsell block to the selected template.
5. Positioning: The specific location of the button is determined by the placement of the Easy Bundle upsell block within the Theme Editor. This block can be dragged and dropped to the desired position.
6. Finalization: Changes must be confirmed by clicking Save in the Theme Editor.

Constraints & Edge Cases

• Template Dependency: The button will only appear on product pages that utilize the specific template selected during the installation phase (e.g., if "Default product template" is selected, custom templates will not display the button unless separately configured).
• Customization Limitations: While the Offer Upsell button allows for text changes, extensive customization of the button/widget appearance beyond the standard options requires intervention from Chat Support.
• Verification: Visibility verification must be done by browsing a product page that is explicitly part of the bundle (or the manually selected collection).

Example Scenario

Scenario: A merchant has a "Summer Skincare Bundle" containing a "Sunscreen" and a "Moisturizer."

1. Setup: The merchant edits the "Summer Skincare Bundle," enables Product page Bundle Upsell widgets, and selects Offer Upsell button.
2. Configuration: They enable Add Browse product to the bundle.
3. Installation: They install the Easy Bundle upsell block on the "Default product template" and place it below the "Add to Cart" button.
4. User Action: A customer visits the "Sunscreen" product page.
5. System Action: Because "Sunscreen" is in the bundle, the Upsell Button appears.
6. Result: The customer clicks the button. The system redirects them to the "Summer Skincare Bundle" page, and the "Sunscreen" is already pre-selected/added to their bundle build.

Updated on: 04/12/2025