How do I set up a Mix and match offer?

Updated · SMART Bundles App & Upsells (E-TRADE PARTNER)

Create a bundle from the Mix and match template (Any 2, Any 3 and Any 4 at 10, 20 and 30% off), set Show this bundle on to the products that can be mixed, and keep Shoppers pick the products on so shoppers fill the other slots in the widget. Checkout counts every targeted product in the cart together and applies the highest tier reached.

SMART Bundles App & Upsells is a free Shopify app for bundles, quantity breaks, free gifts and upsells.

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On this page
  1. Set it up
  2. Which products shoppers can pick
  3. How checkout prices it
  4. Limits
  5. Frequently asked questions
Mix and match widget with tiers for any 2, 3 or 4 products and empty Choose product slots
Mix and match: any 2, 3 or 4 products, picked by the shopper.

Set it up

  1. In SMART Discounts, click Create new discount and pick Mix and match. The template targets Collections, with Any 2 pre-selected.
  2. Under Show this bundle on, pick the collections (or choose Products or All products). These are the products that count toward the offer and the products shoppers can pick.
  3. Open each offer and set Quantity, Discount and Value. New Mix and match offers start with Only full packs of N get the discount ticked.
  4. Keep Shoppers pick the products on (it is on in new offers): "The first item is this product. Shoppers choose the rest from the products in Show this bundle on."
  5. Set Empty slots: Block Add to cart until every slot is filled (default), Fill them with this product, or Add only the chosen products.
  6. Set Slots start: Empty (default) or With this product (shoppers can swap it). Then Card price: Count empty slots as this product (default) or Count only chosen products.
  7. Style the picker on the Design tab > Element styles > Product picker: List or Grid, products per row (also on mobile), Default sort, Show search, Show sort, product names and links, prices, Show slots before the offer is selected, Show how many products are left and an Empty slot image. Texts such as "Choose {{ n }} more products" are on the Settings tab > Widget text.
  8. Save the bundle.

Which products shoppers can pick

  • Products from Show this bundle on, minus exclusions, up to the first 250. The editor notes: "Shoppers can pick from the first 250 products."
  • Order: Products in the order you picked them, Collections in each collection's own sort order, All products as your active products by title.
  • Draft and archived products are left out, and so are products not on the Online Store or not sold in the shopper's market. Sold-out products are hidden as they sell out.
  • The list is saved with the bundle. Products added to a collection later, newly tagged or newly excluded show in the picker after you save the bundle again. Checkout uses the current collections at once.
  • If the list can't load on a page, the offer still sells as N units of the viewed product.

How checkout prices it

  • Counted together. Every targeted product line in the cart counts toward one tier, in any mix, and the highest tier reached applies.
  • Full packs. With Only full packs of N get the discount ticked, Any 3 with 4 items in the cart (and no Any 4 tier) discounts 3 and charges full price for 1. Untick it to discount every unit once a tier is reached. Fixed total price always counts full packs.
  • The cart counts, not the picker. The picker settings only change what the widget shows and adds. With Add only the chosen products, a shopper who fills 2 of 3 slots adds 2 items, and checkout prices them by the tier 2 items reach.
  • Any page adds up. Shoppers can also add each product from its own page, which is how the offer works with Shoppers pick the products off. To count only widget adds, use Apply the discount only to items added through the widget (Settings tab).

Limits

  • A Mix and match offer where shoppers pick the products is always a one-time purchase.
  • The picker lives inside the product page widget. For a cart-only mix with nothing on the product page, use a Volume discount.
  • A product page shows one bundle, so avoid two bundles on the same collection. Pricing details such as per-item rounding are in Quantity break tiers.

More on the offer: Mix and match and Mix and match bundles on Shopify.

Let shoppers build their own mix

SMART Bundles App & Upsells is free on the Shopify App Store, with Mix and match and the product picker included.

Install free on Shopify

Frequently asked questions

›I added a product to the collection, but it isn't in the picker. Why?

The picker list is saved with the bundle. Open the bundle and save it again, and the new product shows up.

›Why does one item pay full price?

Only full packs of N get the discount is ticked, so only whole packs are discounted. Untick it, or add a higher tier.

›Can shoppers add the products from their own pages instead?

Yes. Checkout counts every targeted product in the cart, wherever it was added.

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