aov-bundle-upsell
Volume Discount
How to set up

How to Set Up Volume Discount

What Is Volume Discount?

Volume Discount runs tier-based discounts that grow as customers buy more units of a product. The customer sees a tier table on the product page, for example:

  • Buy 2, save 10%
  • Buy 3, save 20%

The discount applies automatically the moment they hit a tier's quantity.

Volume Discount tier table example on product page

It's the most flexible offer type in the app. It has its own template gallery, supports gifts attached to tiers, custom tier images, badges, countdown timers, and subscription-app awareness.

When to Use It

  • You want to reward customers for buying more units of the same product
  • You sell consumables, refills, multi-packs, or anything where buying in bulk makes sense
  • You want a tier table on the product page that visually nudges customers to the next tier

Before You Start

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Volume Discount uses the standard two-step wizard. Step 1 is the offer configuration. Step 2 is the display setting. It's also the only offer type with a template gallery (see Step 3 below).

If you want to launch fast, follow the Quick setup walkthrough below. The Advance Settings section that follows covers optional features (Discount combinations, Pricing options, Usage limit, Redirect after Add to cart, Customer eligibility, Schedule and countdown, Subscriptions integration) you can layer in later.


Quick Setup Walkthrough

Step 1: Create Offer

From the Shopify admin, open AOV.ai Bundle Upsell in the left sidebar. Click Offer, then click Create new offer in the top-right.

AOV.ai Bundle Upsell Offer list with Create new offer button

Step 2: Pick the Volume Discount Card

On the Select offer type screen, find the Volume discount card and click Create.

The card description reads: "Offer discounts based on the quantity of items purchased."

Select offer type screen with Volume discount card

Step 3: Pick a Template

The Select template modal opens with 6 prebuilt layouts and a color scheme picker.

Recommended for first-time setup: pick the Classic Volume Discount template (it's pre-selected as the default). This is the layout most stores use, the one customers recognize, and the one this guide assumes from here on.

Pick a color scheme that matches your theme, then click Select. The configuration form loads pre-filled with the Classic layout's defaults.

Select template modal with 6 prebuilt layouts

If you want a different look (Buy X Get X, Subscribe Volume, Progressive Gifts, etc.), see Volume Discount templates for the full breakdown of all 6 options.

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Volume Discount is the only offer type with a template gallery. The other 4 native types skip this step and open directly to the configuration form.

Step 4: Fill in Deal Info and Trigger Conditions

The form opens at Step 1: Offer setting. The first card is 1. Deal name & select products, which covers both the offer's name and which products trigger it.

Volume Discount Step 1 form, top of page with Deal name, Discount name, and Trigger conditions

  • Deal name: internal label only. Customers won't see it. A clear name helps you manage and identify campaigns in the Offer list, especially when you're running multiple offers at once (for example Spring 3-pack discount).
  • Discount name: visible to customers in the cart. The app generates a code automatically.
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Manual editing of the discount name is gated by default. If you need a custom code (say, to match an ad campaign), click Contact support in the field and the team can enable it for your store.

Trigger when Customer buys: choose which products the discount applies to:

  • All products: applies storewide
  • Specific product: select individual products
  • Specific collection: select one or more collections

Click Show sub-conditions to reveal two more optional settings:

  • Exclude products / Exclude collections (optional): block specific products or collections from triggering the discount, even if they fall under your scope.
  • Markets (optional): restrict the discount to specific Shopify markets. Default is All Markets.

Trigger conditions, Markets, and Discount type sections

Markets dropdown in Trigger conditions

Step 5: Choose the Discount Type and Build the First Tier

The 2. Discount tier card is where you pick the discount type and build the actual tier ladder.

Tier 1 configuration with Title, Subtitle, Badge, Gift, and custom image

  • Type (top-right dropdown): Percentage (discount expressed as a % off, for example 20% off) or Fixed amount (a flat amount off, for example $5 off).
  • AI suggestion: not sure what values to use? Click it and the app proposes tier values based on your scope and discount type.
  • + Add tier: add another rung to the ladder. Each tier sets a quantity threshold and the discount earned at that threshold.
  • Tier 1 / Tier 2 / Tier 3: click a tier row to expand it and edit its fields.

For each tier:

FieldWhat it does
BuyMinimum units the customer must add to unlock this tier
Discount value (%)The discount they earn at this tier (% or fixed amount, matching the type above)
TitleCustomer-facing tier headline (for example Buy 2)
SubtitleHelper line under the title (for example Save $15.00)
BadgeToggle a badge on this tier (for example MOST POPULAR, Best value); the badge label is editable
+ Free gift (Add-ons)Add a free or discounted product to this tier; when the customer hits the quantity, the gift is added automatically
+ Image (Add-ons)Upload an image (.gif, .jpg, .jpeg, .png; up to 5MB) shown next to the tier

The gift stays in sync with quantity automatically. As the customer changes quantity in the cart (or reopens the cart page/drawer), the app compares the gift they currently have against the gift their current tier earns, and adjusts:

  • Raising quantity into a tier with a gift: the gift is added automatically.
  • Dropping quantity below that tier: the gift is removed (or reduced) to match.
  • If the customer manually removes the gift themselves, the app won't re-add it, unless they raise the quantity further afterward.

This runs automatically for every shop with Volume Discount gifts, there's no setting to turn it on or off.

Two limitations to know:

  • It only auto-syncs when the trigger product was added to cart through the app's widget. Adding the same product from a collection page, the homepage, or elsewhere on the storefront doesn't trigger the auto-sync.
  • If the gift product is the same product and variant as the trigger itself, Shopify doesn't allow the auto-add (a product variant can't be nested under a cart line of that same variant). Pick a different gift product or variant to avoid this.

Example tier ladder:

TierQuantityDiscount
Tier 11 (Standard)0%
Tier 2215%
Tier 3320%

Set as default tier: the small circle toggle next to a tier's row (top-right, beside the expand arrow) sets that tier as the one pre-selected in the storefront widget so it loads highlighted. Use it to nudge customers toward the tier you want them on. Only one tier can be set as default at a time, and it automatically carries the Most Popular badge on the storefront widget.

Default tier showing Most Popular badge on storefront

Step 6: Switch to Display Setting

Click Step 2: Display setting to choose how the widget looks on the product page.

Volume Discount Step 2 Display setting tab with widget layout and gift layout selectors

The display tab covers four things:

  • Offer-level layout choice: vertical or horizontal arrangement of the tier rows. This is per-offer (each Volume Discount campaign can pick its own).
  • Widget-level styling: colors, badges, fonts, save labels, etc.
    • These settings live under Widget display → Volume table widget and apply to every Volume Discount on the store
    • Click Edit widget in the Offer widget card to jump straight there
    • See Volume table widget for the full styling guide

Content section in Display setting

  • Content:
    • Title and Description: text shown above the tier table (for example "Get more, save more" / "Unlock greater savings as you purchase more items")
    • Translation: click to add translations for the languages active in your Shopify Admin → Markets. This applies to all translation fields across the app.
    • Cart tips (toggle): shows customers how close they are to the next tier while in the cart. Click Preview or Edit to configure the tip message
⚠️
If the Please enable widget embed notice is showing, click the link in the notice. It opens the Shopify theme editor with the AOV.ai Bundle Upsell embed pre-selected. Toggle it on, save, and come back here.

Mix & Match Volume Discount (Optional)

Below the tier ladder on the same Step 1 form, the Mix & Match volume discount card lets customers reach a tier by combining several different products, instead of buying multiples of the same one (for example, "buy any 3 items from this collection, save 10%"). It's off by default, this is opt-in, and existing offers keep working exactly as before until you turn it on.

Turn on the toggle at the top of the card to reveal its settings:

Mix & Match volume discount card with the toggle on, Eligible for bundling, Preview, Customize button, and Other settings, plus the live product page preview showing Choose slots on the Buy 2 tier
  • Eligible for bundling: currently one option, Same products as deal visibility (pre-selected). Customers can pick from whichever products your offer's Trigger condition (Step 1, Deal info) already covers.
  • Other settings:
SettingWhat it does
Show product nameShow each chosen product's name under its thumbnail in the widget (default: on)
Auto-fill not chosen itemsPre-fill any slot the customer hasn't picked with the product they're currently viewing, so the tier is met automatically, they can still change or remove it (default: off)

Click Customize button & product picker to open a 2-tab modal:

TabFields
ButtonButton label (default "Choose"), title color, border color, background color, corner radius, and an optional placeholder image + size (shown on empty slots)
Product pickerModal title (default "Choose product"), add-button label, out-of-stock label, "no products" message, show/hide the search box, and colors for text, card border, price, and compare-at price
Customize modal, Button tab, with Button label, Title color, Border color, Background color, Corner radius, and Placeholder image fields Customize modal, Product picker tab, with Modal title, Add button label, Out of stock label, No products message, Show search box, and color fields

Click Apply to save the customization or Cancel to discard it, either way, nothing takes effect on the storefront until you click Save on the offer itself.

How It Works on the Storefront

This is the key difference from a normal Volume Discount tier. Without Mix & Match, a customer can only unlock a tier by buying more units of the same single product (for example, 2× the same dress). With Mix & Match on, they can unlock the exact same tier by picking 2 or more different products, for example 1 Long Dress + 1 Oversized Hoodie together count as "Buy 2", they don't need to buy 2 of the same item.

Only tiers with a Buy quantity of 2 or more turn into mix & match, a "Buy 1" tier is unaffected and keeps the regular single-product selector.

For a mix & match tier, the widget shows:

  • Row 1: the product the customer is currently viewing, locked in place (with its variant picker if it has variants)
  • Rows 2 onward: one Choose slot per remaining unit the tier needs, each slot can hold a different product
Volume Discount widget on a product page: the Buy 2 tier filled with two different products, a Long Dress (the current product) and an Oversized Hoodie in size Small, together counting toward the same tier

Clicking Choose opens a single-pick modal. Once the customer picks a product (and variant, if applicable), the modal closes automatically, there's no separate "Done" step. The same product can be picked into more than one slot.

  • If Auto-fill is on, any slot left empty is automatically filled with the product the customer is currently viewing; they can still swap or remove it.
  • If Auto-fill is off and the customer doesn't fill every slot, adding to cart still works, the discount simply falls back to whichever tier matches the quantity they actually picked. No error message is shown.
Switching to a smaller tier (for example Buy 5 → Buy 3) resets all picks for that tier, no confirmation prompt. Switching to a bigger tier keeps existing picks and adds empty slots for the rest.
This is a different feature from Mix & Match Bundle (a separate offer type). It only changes how a Volume Discount tier can be filled, everything else about Volume Discount (pricing, gifts, widget display) works the same as before.

Advance Settings (Optional)

Below the tier ladder on the same Step 1 form, click Advance settings to expand a collapsed panel (closed by default). It bundles discount combinations, pricing display options, usage limits, redirect behavior, customer eligibility, and scheduling in one place. Skip it on a first launch and come back later when you want to layer in promotional rules, eligibility scoping, or a schedule.

Advance settings panel with Combinations, Pricing option, Usage limit, Redirect after Add to cart, and Customer eligibility

Discount Combinations

Combinations decides whether this discount can stack with other Shopify discounts:

  • Product discounts: stack with product-specific discounts
  • Order discounts: stack with order-wide discounts (for example 10% off entire cart)
  • Shipping discounts: stack with free or reduced shipping
Tip: leave all three off if you want to protect margins. Enable selectively when you're running stacked promotions.

Pricing Options

Pricing option controls how the discount and prices appear in the widget.

ToggleWhat it does
Show prices per itemDisplay the adjusted per-unit price (for example $9.00 each when you buy 5)
Hide option's compare-at priceRemove the crossed-out original price from the tier rows
Enable display of savings amount by discount tierShow the savings number next to each tier (for example Save $15.00)
Apply discount for exact quantity onlyDiscount only applies if the customer's quantity exactly matches a tier (not "this tier or above")
Price roundingRound discounted prices to cleaner numbers (for example $9.97 → $10.00); hidden when the discount type is Fixed amount
Use the product's compare-at priceUse the product's existing Shopify compare-at price as the original price instead of recomputing
Want customers to qualify for a tier by mixing several different products together? That's now its own card, see Mix & Match Volume Discount below.

Usage Limit

Usage limit caps how often the discount can be redeemed:

  • Total uses (toggle): global cap across all customers (for example only the first 100 redemptions)
  • Limit to one use per customer (toggle): each customer can redeem only once

Redirect After Add to Cart

Choose where customers go after clicking the tier CTA: Current page (default), Cart page, or Checkout page.

Customer Eligibility

Customer eligibility decides who can use the discount:

  • All customers: everyone can redeem
  • Specific customer segment: only customers in a chosen Shopify segment (for example VIP customers, Wholesale)
  • Exclude specific customer segments: everyone except the chosen segments
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Customer eligibility only works for customers who are logged in to their account on your storefront. If a customer is not logged in, the app cannot detect their segment and the discount will not apply.

Schedule

  • Start date / time: when the offer goes live
  • End date (optional): tick Set end date to make this a limited-time campaign and reveal the Countdown timer toggle, which adds a live countdown next to the tier table

Times use your store's timezone.

Countdown timer and Subscriptions sections

Avada Joy Subscriptions (optional)

This card sits outside the Advance settings panel, always visible below it.


Next Steps


Troubleshooting

Q1: The volume table doesn't show on my product page

The most common cause: the theme app embed isn't enabled. Open App Embed and Theme Integration and follow the 2-minute setup. Also confirm the offer Status is Active and the schedule covers the current date.

Q2: The discount doesn't apply at checkout

Check that the customer's basket meets the Tier 1 quantity threshold and the product is in your trigger scope (not on the exclusion list). If you have a subscription app, remember those discounts apply first and may change the final price.

Q3: My tier shows the wrong price

Check Pricing option. If Apply discount for exact quantity only is on, the discount only applies at exact-match quantities, not "this tier or above". Toggle it off if you want the standard tier-or-above behavior.

Q4: I want a custom discount code (for example SUMMER25)

Manual code editing is gated. Click Contact support in the Discount name field and the team can enable it for your store.

Q5: My subscription app and Volume Discount give a weird final price

Subscription discounts apply first, then your Volume Discount. To get consistent pricing, use only discounts created in AOV.ai Bundle Upsell (skip the subscription app's built-in discount).

Q6: I don't see a "Choose" slot on my tier

Mix & match slots only appear on tiers with a Buy quantity of 2 or more, and only when the Mix & Match volume discount toggle is on. A "Buy 1" tier always uses the regular single-product selector.

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