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Common decisions

Bundles and upsells

Assortion review

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

A good fit if

You want bundles and cart upsells in one app

Think twice if

You only need one fixed bundle that Shopify Bundles can handle

Setup estimate
Moderate setup
Pricing checked
Guide researched

What you can use it for

  • Product bundles and frequently bought together offers
  • Quantity breaks and product add-ons
  • Cart customisation and rewards
  • Post-purchase offers
Product details, capabilities and integrations

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.

Connections to check: Shopify Checkout, Shopify Functions, Shopify Markets, Theme cart. Confirm that your plan includes the connections you need.

How much does Assortion cost?

From USD 9.99/month

Free is for development stores only. Published paid tiers cover up to 50, 200 and 500 total monthly store orders.

Pricing checked .Check current official pricing ↗

Work out your monthly and yearly app costs, including usage fees and setup.

What should you compare it with?

See all bundles options →

Getting started with Assortion

  1. 1

    Write down exactly what the customer gets, the price and what happens to stock.

  2. 2

    Create one bundle and check how discounts, delivery and returns work.

  3. 3

    Place a test order on mobile and confirm your fulfilment team can see every item to pick.

What you need before installing

Have these ready

  • A measured baseline for incremental average order value
  • A person responsible for setup, testing and ongoing review
  • A documented rollback route if the customer journey breaks

Decisions to make first

  • 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
Open the detailed setup guide (5 steps)
Define the first job

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

Follow the official instructions ↗
Configure 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.

Follow the official instructions ↗
Check the connected journey

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

Follow the official instructions ↗
Run realistic tests

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

Follow the official instructions ↗
Measure 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.

Follow the official instructions ↗
How to use and review it after launch

weekly

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

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

Track: Weekly incremental average order value trend and open exceptions

Supporting guidance ↗

monthly

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

Why: Attributed activity is only useful when the net outcome improves.

Track: A documented net-value decision

Supporting guidance ↗

event driven

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

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

Track: A passed regression check

Supporting guidance ↗
How to decide whether it is working

Check that the app still works after changes to your theme, checkout or connected tools. Review the result you installed it for, alongside its cost.

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

Keep it if it solves a real problem. Simplify or remove it if the extra cost and work are not worthwhile.

Things to check before installing

  • You only need one fixed bundle that Shopify Bundles can handle
  • A broad feature set creates more setup and testing work.
  • Pricing scales with monthly order volume.
More limitations and common mistakes
  • Overlapping offers can create discount and storefront conflicts.
  • Installing Assortion without recording a baseline for incremental average order value.
  • Switching on every available feature before the core journey has been tested.
  • Treating app-reported revenue or activity as incremental without a controlled comparison.

Common questions

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.

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 person responsible 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.

Sources and how we put this guide together

This is a research-based guide, not a claim that we have personally tested every feature. Prices and product availability can change.

How our recommendations work