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How to Deploy Dynamic Bundles Using Recommendations

Use Bundle recommendations and Placements to show your Bundles on-site in the right place and context.

Kat Andres avatar
Written by Kat Andres
Updated yesterday

Overview

Your Bundles do not show on your site by themselves. To appear on-site, every Bundle in Nosto must:

  1. Be assigned to a Recommendation, and

  2. That Recommendation must be assigned to a Placement.

In this article, you learn how to create a Bundle recommendation, choose which Bundles it can show (Triggered or Generic), use filters and merchandising to refine the output, add fallbacks, and finally connect it to a Placement so it renders on your storefront.


What’s Required

Before you start, make sure:

  • You have at least one Bundle created (Triggered or Generic).

  • You have access to Nosto Admin and the Product Experience Cloud → Recommendations area.

  • You have, or can create, at least one Placement where the Bundle should show.

Note: Recommendations and Placements have their own Help Center articles. This article focuses on how to wire Bundles into that flow.


Where Bundle Recommendations Fit in the Flow

  • Recommendations define the what and how:

    • Which Bundles can show in a slot.

    • Minimum and maximum number of products to show.

    • Filters and merchandising rules that further refine products.

    • The title and template used for rendering.

    • Fallbacks if no eligible Bundle is found.

    • Templates allow you to select the design the Bundle should show in.

  • Placements define the where:

    • A Placement targets an on-site snippet.

    • It tells Nosto where to render the Recommendation (and therefore the Bundle).

Important: Bundles can be used in any Placement type (e.g. PDP, cart, homepage), but Bundles with a “viewed product” trigger only work for product page & mini-carts (if opened on the product page) contexts, because they require a product view event.


How To Guide

Step 1 – Go to Recommendations in Nosto

Start from the Nosto Admin.

  1. Go to Nosto Admin → Product Experience Cloud → Recommendations.

  2. Click Create Recommendation.


Step 2 – General Recommendation-Settings

  1. Set the minimum and maximum number of products to show.

  2. Select the Page Type your Bundles should show up on

  3. Define the Placement & Segment

  4. Schedule when the Bundles should show (optional)


Step 3 – Select the “Bundle recommendations” Type

Tell Nosto that this Recommendation should show Bundles.

  1. In the Recommendation setup, find Recommendation type.

  2. Select Bundle recommendations.

This unlocks the Bundle-specific options: Bundle type, selection mode, and the toggles for excluding certain products from the output.


Step 4 – Choose Bundle Type: Triggered vs Generic

Next, choose which kind of Bundles this Recommendation should use.

You need to choose between:

  • Triggered bundle

  • Generic bundle

Using Generic Bundles

Generic Bundles do not have triggers. They are designed to stand alone.

  • When you select Generic bundle:

    • You can select one Generic Bundle only.

    • That Bundle is the only one this Recommendation will try to show.

Tip: Use Generic Bundles for fixed, campaign-style offers where you always want the same Bundle in a specific slot (for example “Holiday Gift Set” on the homepage).

Using Triggered Bundles

Triggered Bundles are driven by context (e.g. viewed product, cart content or both).

  • When you select Triggered bundle, you must choose how to select them:

    • Apply all relevant bundles

    • Manually add bundles

Apply all relevant bundles

  • Nosto automatically considers all Triggered Bundles that:

    • Match the current context (e.g. viewed product, cart, attributes), and

    • Are eligible based on their status and configuration.

  • If multiple Bundles are eligible, Nosto uses Bundle priority to decide which one(s) to show.

Our recommendation: Use Apply all relevant bundles for general PDP or cart placements where you want the system to choose the best Bundle based on your trigger setup and priority rules.

Manually add bundles

  • You manually select which Triggered Bundles are allowed for this Recommendation.

  • Nosto then only considers those selected Bundles, still respecting triggers and priority.

Common use cases:

  • You want different Bundles on the same page using multiple Placements (for example, “Main bundle” in one slot, “Accessory bundle” in another).

  • You want specific pages or templates to show only a restricted set of Triggered Bundles.


Step 5 – Use the Exclusion Toggles (Visual Only)

You can prevent certain products from appearing visually in the Bundle output, without disabling the Bundle itself.

The following toggles are available for Bundle recommendations:

  • Exclude products in shopping cart

  • Exclude currently viewed product

Key behavior:

  • These toggles only visually exclude products from the Recommendation output.

  • They do not disqualify or deactivate the Bundle.

  • In many cases, this hides the triggering product from the rendered Bundle so you do not show the same product twice.


Step 6 – Configure Filters, and Merchandising

After selecting your Bundle type and selection mode, you configure the usual Recommendation settings.

In the same Recommendation:

  1. Add filters to control which products are allowed or disallowed in attribute-based items (filters don’t apply to fixed products in the bundle) :

    • For example, exclude certain brands, categories, stock statuses, or price ranges.

    • Include products with same custom field value as the triggering product

  2. Add merchandising rules to influence which products are more likely to appear at the top, when attribute based products are selected:

    • For example, boost high-margin items or specific collections.

Why this matters for Bundles:

  • For attribute-based Bundles, filters and merchandising rules help you:

    • Keep the output relevant.

    • Avoid showing products that do not fit your guidelines (e.g. low price, low stock, wrong category).

  • They stack on top of the Bundle definition, giving you more control at the Recommendation level.


Step 6 – Set Title, UGC & Template

Still within the Recommendation setup, you define how the Bundle should look and what happens if no Bundle is eligible.

  1. Set the Title the customer sees above the Bundle (e.g. “Complete the look”, “Bundle & save”).

  2. Decide if UGC images should be used as product images.

  3. Choose the Template that controls the visual layout of the products.


Step 7 – Fallback-Configuration

For detailed information on Fallbacks, see: "Understanding the Different Types of Fallbacks for Bundles".


Step 8 – Test Your Bundle Deployment

Before going fully live, validate your setup.

  1. Visit a page where the Placement is active.

  2. Trigger the context you expect (e.g. view a product that should fire a Triggered Bundle).

  3. Confirm:

    • The Placement renders.

    • The correct Bundle appears.

    • Product count, filters, and merchandising rules behave as expected.

  4. Test cases where no Bundle should match and verify that the fallback Recommendation appears instead of an empty slot.

  5. If needed, adjust:

    • Bundle priority.

    • Which Bundles are attached to the Recommendation (especially if using Manually add Bundles).

    • Filters or merchandising rules that might be over-restrictive.

Tip: Test both desktop and mobile templates to make sure the chosen Recommendation template and Placement work well in all layouts.


Summary

  • Every Bundle must be connected to a Recommendation, and that Recommendation must be assigned to a Placement to show on-site.

  • Use the Bundle recommendations type and select either Triggered bundle or Generic bundle:

    • Generic: one stand-alone Bundle per Recommendation.

    • Triggered: either “Apply all relevant bundles” or “Manually add bundles”, with conflicts resolved by Bundle priority.

  • Use the Exclude products in shopping cart and Exclude currently viewed product toggles to clean up the visual output without disabling Bundles.

  • Configure product counts, filters, merchandising rules, title, and template to refine how Bundles appear.

Add fallbacks so the slot always shows something, even when no Bundle is eligible.

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