This toolkit helps Shopify merchants turn a bundle idea into a documented operating decision.

Use it to define the campaign hypothesis, model margin scenarios, record test ownership, set decision and rollback rules, and follow an approved offer route without placing sensitive values in public or shared campaign artifacts.

Start Here

1. Define the shopper behavior and eligible product scope.
2. Record baseline economics and the cost inputs required by the decision.
3. Select the offer structure and test boundary.
4. Assign an owner, observation rule, stop condition, and rollback action.
5. Use only current documented facts or clearly labeled assumptions.
6. Keep private codes and sensitive account values outside this workspace.

Planning Tools

Shopify Bundle Campaign Planner

Use the planner to document hypothesis, SKU scope, tier structure, economics, metric, owner, and rollback before launch.

Shopify Bundle Campaign Planner

Bundle Discount Margin Worksheet

Use the worksheet to compare base, downside, and alternative assumptions without presenting hypothetical outputs as merchant results.

Bundle Discount Margin Worksheet

Kaching Discount Redemption Checklist

Use the redacted checklist to record route and completion state without creating a field for the private code.

Kaching Discount Redemption Checklist

Evidence Rules