Goal: Drive Cross-Sells and Product Discovery

Promote product discovery and multi-item purchases by creating bundle-based discounts that reward customers for buying across categories or adding complementary items to their cart.

Business Goal

Goal ID: BUNDLE_AND_SAVE

The merchant wants customers to explore more of the catalog and purchase multiple items per order. This is achieved through minimum item quantity conditions that incentivize buyers to add more products, particularly in categories with natural cross-sell relationships.

KPIs

Triggers

Activate this goal when the merchant expresses any of the following intents:

• "bundle"
• "cross-sell"
• "buy together"
• "product discovery"
• "multi-buy"
• "encourage people to buy more items"
• "sell accessories with main products"
• "increase items per order"
• "mix and match"
• Any request about getting customers to explore more of the catalog

Recommended Actions

Primary: Flow: Bundle & Save Campaign

The sole action for this goal. Creates a percentage discount with a minItemQuantity condition that activates when the customer adds enough items to their cart.

When to use: Whenever the merchant wants to incentivize multi-item purchases, cross-category exploration, or product discovery.

Key mechanics:

• minItemQuantity condition (typically 2-3 items based on catalog profile)
• Scope determines which products count toward the bundle:
  • CATEGORY — items from a specific category (best for focused cross-sell)
  • ITEMS — specific complementary products (best for curated bundles)
  • SITE — any items in the store (broadest reach)
• Discount percentage scaled to margin (10-20%)
• Higher item thresholds for lower-priced catalogs, lower thresholds for premium catalogs

Catalog profile matching:

Presentation requirement — every recommendation MUST carry a multi-item condition

Every cross-sell recommendation presented to the merchant MUST use a minItemQuantity (or equivalent multi-item) condition — plain single-item percentage discounts FAIL this goal's intent. The merchant must be able to see, per recommendation, the quantity threshold that triggers the discount and the scope it applies to.

Acceptable shapes:

• apply_discount with conditions.minItemQuantity: 2 (or 3, 4) scoped to a category or specific products
• "Buy 2+ accessories, save 15%" — minItemQuantity 2 on the accessories category
• "Buy any 3 items, save 10%" — minItemQuantity 3 site-wide
• "Buy these 2 together, save 15%" — minItemQuantity 2 on ITEMS scope with specific productIds

NOT acceptable for this goal:

• "20% off accessories" — no quantity threshold, defeats the cross-sell mechanic
• "Site-wide 10% off" — no multi-item incentive

State the quantity threshold and scope per recommendation in the reasoning / why field (e.g., "Buy 3+ items → 10% off site-wide; targets the multi-category catalog profile"). If you cannot construct a multi-item condition for a candidate, drop it; never present a plain percent-off as a cross-sell recommendation.

Measurement Plan

Before campaign launch

1. Record baseline items per order
2. Record baseline category distribution per order
3. Identify current cross-sell rate (orders with 2+ categories)

During campaign (weekly check-ins)

1. Track items per order vs baseline
2. Monitor bundle redemption rate
3. Check margin impact — multi-item discounts compound with quantity
4. Verify the minItemQuantity threshold is appropriate:
   • Redemption rate > 70% — threshold may be too low
   • Redemption rate < 5% — threshold may be too high or scope too narrow

After campaign (30-day assessment)

1. Calculate items-per-order lift: (new_items_per_order - baseline) / baseline * 100
2. Measure new category penetration — did customers discover categories they had not purchased from before?
3. Assess AOV impact — bundling often increases AOV as a side effect
4. Evaluate whether specific product combinations drove the most bundle completions
5. Target benchmarks:
   • Items per order increase > 15% = strong result
   • Cross-sell rate increase > 10% = successful discovery

Decision Matrix