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GuideMerchandising

How to set position Bundle, Discount & Upsell?

Bundle, Discount & Upsell places one of your existing bundle offers directly into the product grid, at a slot number you choose. Instead of hoping customers find the offer on a product page, you put t

Bundle, Discount & Upsell places one of your existing bundle offers directly into the product grid, at a slot number you choose. Instead of hoping customers find the offer on a product page, you put the deal in front of them while they browse — and because it sits in the grid like a card, it reads as part of the collection rather than an ad.

This action lives inside a merchandising rule (a “Strategy”). It doesn’t create the bundle — it positions a bundle you’ve already built in Bundle, Discount & Upsell.

Before you start — You need at least one bundle already created. Only Fixed bundle, Buy X get Y, and Volume discount can be placed here — the other types (like Free gift or Subscription) only ever render in the cart or on a product page, so they’re not offered.

Create the rule

  1. Go to Tools → Merchandising → Strategy and click Add Strategies (or open an existing rule).

  2. Under Rule settings, enter a Rule name and choose an Activation typeAlways active or Set active date.

    Create the rule — Sledge

  3. Under Surfaces, enable Collection Page (All collections or Specific collection) and/or Search Page & Instant Search. At least one surface is required.

Place your bundle

  1. Scroll to Strategies and turn on Bundle, Discount & Upsell“Control the placement of discounted products per surface and display existing discounts even if they are not assigned to that surface”.

    Place your bundle — Sledge

  2. In the Discount 1 card, choose your offer from the Bundle dropdown, then set its Position. As the note says: Position 1 is the very top of the list.

    Place your bundle — Sledge

  3. Click Add discount to place another bundle at a different slot. If you have no bundles yet, use Create bundle, discount & upsell to make one without leaving the page.

  4. Click Save and set Status to Enable.

Good to know — The wording “even if they are not assigned to that surface” matters: placing a bundle here overrides the bundle’s own surface settings. So a bundle that normally only shows on product pages will still appear in this collection.

Result

Done. Your bundle now appears as a card in the grid at the position you set — customers see the offer, the saving, and the included products while they browse, and can add the whole bundle in one go.

Result — Sledge

Not showing up? Check the rule’s Status is Enable, the collection is listed under Surfaces, and the bundle itself is active. Remember only Fixed bundle, Buy X get Y, and Volume discount can be placed in a grid. Storefront changes can take about a minute to sync.

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