Bundles and upsells

Assortion

By Assortion

An all-in-one merchandising app for bundles, product add-ons, quantity breaks, cart offers and post-purchase upsells.

Complete guide

Researched and reviewed by Matt CockingChecked 21 August 2026

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The verdict

Is Assortion right for you?

Choose it if...

  • You want bundles and cart upsells in one app
  • You have clear complementary products and margin limits
  • You can maintain offer rules as products and stock change

Look elsewhere if...

  • You only need one fixed bundle that Shopify Bundles can handle
  • You cannot prevent irrelevant or incompatible combinations
  • You want attributed sales without checking incremental profit
StackFit’s view

Its core job is running several related bundle and upsell formats through one consistent app.

See the full product summary

Assortion is a Shopify app for running several related bundle and upsell formats through one consistent app. This guide separates the useful day-to-day job from the wider feature list so you can judge the operational fit before installing it.

What you get

The main outcomes to expect.

Focus on the capabilities that solve a real customer or operational problem.

  • Product bundles and frequently bought together offers
  • Quantity breaks and product add-ons
  • Cart customisation and rewards
  • Post-purchase offers
Setup effortModerate setup
Best ownerEcommerce merchandiser
Connections4 recorded
See connections and integrations
  • Shopify Checkout
  • Shopify Functions
  • Shopify Markets
  • Theme cart

Getting started

A practical route to launch.

Scan the stages first. Open only the instructions you need while completing the work.

Before you startHave these essentials ready
  • A measured baseline for incremental average order value
  • A named owner for setup, testing and ongoing review
  • A documented rollback route if the customer journey breaks
  1. 01
    PlanDefine the first job
  2. 02
    InstallConfigure the smallest useful version
  3. 03
    ConfigureCheck the connected journey
  4. 04
    ConfigureRun realistic tests
  5. 05
    TestMeasure before expanding

Detailed walkthrough

01PlanDefine the first job

Write down the exact problem Assortion should solve, the customers or products in scope and the current incremental average order value.

What you should have
A one-page launch brief with a dated baseline
How to check it
Confirm a one-page launch brief with a dated baseline before continuing.
Open the official instructions
02InstallConfigure the smallest useful version

Choose one offer type and a small product set, define discount and exclusion rules, then match the widget and cart to the storefront hierarchy.

What you should have
One controlled workflow with clear eligibility and exclusions
How to check it
Confirm one controlled workflow with clear eligibility and exclusions before continuing.
Open the official instructions
03ConfigureCheck the connected journey

Review the storefront, Shopify admin, notifications, reports and any connected platforms. Remove duplicate features before publishing.

What you should have
A completed dependency and ownership check
How to check it
Confirm a completed dependency and ownership check before continuing.
Open the official instructions
04ConfigureRun realistic tests

Test eligible, ineligible, discounted, out-of-stock, mobile cart and post-purchase paths without stacking multiple Assortion features at once.

What you should have
Passed mobile, desktop and admin-side test evidence
How to check it
Confirm passed mobile, desktop and admin-side test evidence before continuing.
Open the official instructions
05TestMeasure before expanding

Run the controlled setup long enough to compare incremental average order value and offer take rate with the saved baseline. Expand only when the evidence supports it.

What you should have
A keep, change or remove decision with an owner and review date
How to check it
Complete the journey on mobile and desktop, then confirm the intended event appears in the app reporting.
Open the official instructions
See the full planning checklist
  • The single customer or operational problem to solve first
  • Which products, markets and customer groups are included
  • What result would justify keeping the app after the trial
  • Which existing app or Shopify feature owns any overlapping job

Using it well

A simple operating rhythm.

You do not need to inspect everything every day. Use this schedule to focus on the right checks.

Every week

Review feedback and exceptions

A weekly check catches poor customer experiences before they become normal.

What to do and track
What to do

Review incremental average order value and offer take rate plus failed or excluded journeys.

Useful output

Weekly incremental average order value trend and open exceptions

Read the official guidance
Every month

Check commercial value

Attributed activity is only useful when the net outcome improves.

What to do and track
What to do

Compare the commercial or operational benefit with app cost, discounts and team time.

Useful output

A documented net-value decision

Read the official guidance
After major changes

Re-test anything affected

Connected app behaviour can change when another part of the stack changes.

What to do and track
What to do

Repeat the test journey after theme, checkout, catalogue, consent or integration changes.

Useful output

A passed regression check

Read the official guidance

Success check

How to know it is working

  • Incremental average order value
  • Offer take rate
  • Contribution margin
  • Cart conversion rate

Cost and cautions

Know the commitment before you choose.

Starting price
Free for development stores
Typical range
USD 9.99-34.99/month for published entry tiers
Pricing model
Monthly order tiers

Check the tier for total monthly store orders and confirm any higher-volume pricing.

Check current pricing before purchasing. Snapshot checked 21 August 2026.

01

Installing Assortion without recording a baseline for incremental average order value.

02

Switching on every available feature before the core journey has been tested.

03

Treating app-reported revenue or activity as incremental without a controlled comparison.

See 3 more technical and commercial considerations
  • A broad feature set creates more setup and testing work.
  • Pricing scales with monthly order volume.
  • Overlapping offers can create discount and storefront conflicts.

Questions and evidence

Answers without the research overload.

Is Assortion the right choice for every Shopify store?

No. It is strongest when you want bundles and cart upsells in one app. Stores that you only need one fixed bundle that shopify bundles can handle should compare the alternatives before installing.

How should I test Assortion?

Record the relevant baseline, launch the smallest useful configuration, check the complete customer journey and compare the agreed metric after enough traffic or orders have accumulated.

Does the affiliate relationship affect this guide?

No. StackFit may earn a commission from the app link, but commercial relationships never affect quiz scoring, rankings or the editorial verdict.

How much work does Assortion take to set up?

Moderate setup is the current planning guide. Before installing it, confirm a measured baseline for incremental average order value, a named owner for setup, testing and ongoing review, a documented rollback route if the customer journey breaks, then test the complete customer and operational journey.

What should I measure after launching Assortion?

Start with incremental average order value, offer take rate, contribution margin. Compare those measures with the pre-launch baseline and include app cost and operating time.

Key official sources

Ready to move?

Choose the route that matches your confidence.

Ready to try it

Go to Assortion

Check the current listing, pricing and compatibility before installing.

Visit Assortion
Still unsure

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See what to install now, add later, replace and avoid for the moment.

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The app link is commercial and may earn StackFit a commission. Commission never affects recommendations.