[New] Setting Up Add ons & Free gifts on the Mix and Match bundle

This feature allows merchants to configure supplementary products—such as free gifts or discounted add-ons—that are offered to the customer independently of the primary bundle discount. These add-on products are presented to the customer in a dedicated, sequential step after the primary bundle products have been selected.

Enabling the Feature

1. Navigate to the specific bundle configuration.
2. Open the Build section.
3. Select Tools.
4. Click on Add ons and gifting.
5. Enable the step using the toggle on the right-hand panel.

Configuring the Step Appearance

1. Name: Assign a specific label for this step (e.g., "Choose your gift").
2. Subtext: Input optional subtext to provide instructions.
3. Icon: Modify the visual icon associated with this step.
4. Enable the Add on section.
5. Title: Assign a title that will display in the add-on area of the customer-facing interface.

Defining Add-On Products and Eligibility

1. Product Selection: Manually select which products are eligible to be offered as part of this add-on step.
2. Eligibility Rules: Define the criteria the customer must meet within the primary bundle to unlock the add-on offer. The system evaluates the rule based on the state of the primary bundle.

• • Rule Basis Option 1: Number of products chosen in the bundle.
  • Rule Basis Option 2: Total value of the products chosen in the bundle.

3. Discount Configuration: Set the specific discount rate applied to the selected add-on products (e.g., 100% off for a free gift, or a custom percentage/fixed amount off).
4. Messaging: Customize the customer-facing messaging directly within this section to reflect the active rules.
5. Click Save to apply the configuration.

Configuring Tiered Add-Ons and Selection Rules

The system supports multiple logic tiers for add-on eligibility, allowing merchants to dictate not only the discount, but the precise number of add-on products a customer can select per tier.

1. Configure the first tier's eligibility conditions (e.g., 1 item in the primary bundle triggers a 10% add-on discount).
2. Configure the Selection Rule within that specific tier By clicking on "Add tier rule" . This dictates the allowed quantity of add-on products the customer can choose. Available operators include:

• • Exactly [X]: The customer must select this exact number of add-ons.
  • Less than [X]: The customer can select any number of add-ons up to, but not including, this number.

3. Duplicate the tier to create additional logic steps.
4. Modify the eligibility rule, discount rate, and Selection Rule for the duplicated tier to create escalating rewards (e.g., 3 items in the primary bundle triggers a 100% add-on discount, with a Selection Rule of "Exactly 3").
5. Click Save.

System Logic for Tiered Add-ons & Selection Rules:

• IF the customer's primary bundle selection triggers a specific tier, THEN the system applies that tier's unique Selection Rule to the add-on step.
• IF a tier specifies a Selection Rule of "Exactly 1", THEN the system requires the customer to add exactly one add-on product.
• IF the customer's primary bundle triggers a higher tier, THEN the system dynamically overrides the previous tier's Selection Rule and applies the new tier's designated Selection Rule parameters.

Constraints & Edge Cases

• Independent Discounting: Add-on discounts are calculated and applied separately from the main bundle discounts (e.g., a fixed price bundle). The add-on discount rate only applies to the specific products selected within the Add ons and gifting configuration.
• Sequential UI: The customer cannot add the gift or add-on to their cart from the primary bundle screen. They must satisfy the bundle requirements and click to the "next step" before the system presents the add-on products for selection.
• Overlapping Tiers: Ensure tier conditions do not conflict. The system relies on precise quantity or value thresholds to trigger the correct add-on discount.

Updated on: 02/06/2026