How to Set Up Bundle Onsite Upsells
Bundle Onsite Upsells let you offer product bundles directly on your product pages and in your cart drawer. Shoppers can add the product they're viewing plus complementary items to their cart in one click, usually at a bundle discount. You don't have to configure every bundle, layout, and rule by hand. Instead, you describe the bundle you want in plain language, and the visual builder creates and refines it for you.
Please note that our Bundle Onsite Upsells feature is currently in beta! If you'd like to get early access, please submit a request here.
Step 1: Create your upsell
Go to the Merchandising tab in your Intelligems dashboard.
Click + New Merchandising Experience.
Select Bundle Onsite Upsell as the type.
Choose whether you want to create a Test or a Personalization.
Go to the Modifications tab and open the visual builder.
Step 2: Build with the visual builder
Once you're in Modifications, you'll enter the visual builder — this is where you design your upsell.
You have two ways to get started:
Use a default prompt Choose from a set of pre-built starting points designed for common bundle upsell use cases. The builder generates a working upsell based on the template, which you can then customize further. These are available to choose from when you first open the Visual Builder chat.
Write your own prompt Describe exactly what you want in your own words — for example, "Add a 'Frequently bought together' bundle below the add-to-cart button on product pages, showing the current product plus two items from the same collection, with 15% off when all three are added." The builder generates an upsell experience based on your description.
Refine with feedback
After the builder generates a first version, keep iterating by giving it feedback in plain language — swap out products, change the layout, adjust the copy, add a discount, resize elements, and so on. Rather than digging through menus and settings panels, you're describing what you want changed and the builder implements it.
If you would prefer to refine manually, you can access the available settings by clicking on your Onsite Upsell in the left-hand nav.
Step 3: Preview your upsell
As you build and refine your upsell, the preview pane in the center updates in real time so you can see:
Overall layout and placement
How the upsell looks against your site's design
Which products are being recommended depending on your current scenario (i.e. what product you are viewing or what product(s) you have in cart
Copy and styling
Discounting
Step 4: Save and finish set up
Click Save when you're happy with your upsell. This saves your work in the visual builder and now you can exit to the experience setup — it doesn't publish anything yet. From here, you can finish setting up any other details, like targeting, before saving the full experience.
Step 5: Set up targeting (optional)
By default, a visitor will be immediately assigned to your Bundle Onsite Upsell (or one of your test groups), but you can control who sees it using targeting rules:
Currency and country targeting to limit your experience to a single currency and/or a list of specific countries
UTM parameters to customize the experience under the Audience option
JavaScript expressions to filter traffic under the Audience option
Device type (mobile or desktop) filtering under the Audience option
New vs. returning visitor filtering under the Audience option
Mutually exclusive tests, to prevent visitors from being targeted by related experiments
When to use targeting:
Test bundle upsells with specific customer segments first
Display region-specific offers
Limit to specific marketing campaigns
Show different bundle upsells on different devices
You can learn more about targeting here!
What happens next?
Now that you've created your Bundle Onsite Upsell, you can QA it using this checklist.
Last updated
Was this helpful?