Getting started

Quick start guide

Create and publish your first BundleWise campaign in a few minutes. These steps apply to most campaign types; Next Order Coupon is email-only and skips storefront placement steps.

Step 1, Open the app

From Shopify Admin, go to Apps → BundleWise. The Dashboard opens first.

BundleWise dashboard with stats cards and analytics charts
BundleWise dashboard with stats cards and analytics charts

On your first visit, a short product tour may highlight the dashboard, All Campaigns, and Create Campaign.

Step 2, Choose a campaign type

  1. Click Create Campaign in the top bar.
  2. In Select Your Campaign, pick a type (for example Normal Discount or Bundle Discount).
  3. Click Create the Campaign to open the editor with a live preview.
Select Your Campaign modal, twelve campaign types
Select Your Campaign modal, twelve campaign types

Step 3, Configure the offer

Most editors follow the same order:

  1. Campaign heading, title and subtitle shown on the widget.
  2. Trigger products, all products, or pick specific products that activate the offer.
  3. Offer rules, discount amount, bundle items, tiers, or goals (depends on type).
  4. Schedule, optional start and end date/time.
  5. Pages & Display, which pages to show the widget on, display mode (In Page, Pop-up, etc.), and in-page position.

See Campaign settings for details on shared fields.

Step 4, Customize appearance

Use the Preview panel on the right to adjust colors, text, and spacing. Switch page tabs (Product, Cart, etc.) and Desktop / Mobile to check both layouts.

Pages & Display, select Product, Cart, and other page tabs
Pages & Display, select Product, Cart, and other page tabs
Placement settings, display mode, position, and live preview
Placement settings, display mode, position, and live preview
Example checkout order summary with bundle upsell checkboxes
Example checkout order summary with bundle upsell checkboxes

See Preview & styling.

Step 5, Save and publish

  1. Click Save as Draft to store your work without going live.
  2. When ready, click Publish to activate the campaign on your storefront (within its schedule).

Open your live storefront on a trigger product or cart page to confirm the widget appears.

Good first campaigns to try

Your goalCampaign type in app
Simple sale on selected productsNormal Discount
Increase order valueBundle Discount or Frequently Bought Together
Reward larger quantitiesVolume / Quantity Discount
Reduce shipping frictionFree Shipping or Spending Goal
Add urgencyCountdown Timer or Stock Scarcity
Encourage repeat ordersNext Order Coupon

Next steps