Order bumps

Add a one-click companion product inside the same checkout, then test the selected line item, invoice, taxes, coupons, webhooks, and automation context.

An order bump is a companion product the buyer can add before payment. In Plandalf, bumps are modeled as offer add-ons, so the selected line item stays attached to the same payment, invoice, webhook payload, and Sequence context as the main purchase.

Bumps are not a second checkout

Use a bump when the extra item belongs in the same buying decision. Use an upsell page when the upgrade should appear after the first purchase step.

The path

  1. Pick something that makes the main offer more useful: an implementation kit, audit call, warranty, workbook, template pack, or priority support.

  2. In the offer editor, place an add-on/order bump block in the payment flow and connect it to the product and price the customer can select.

  3. Keep the bump copy specific. The buyer should understand the extra outcome without leaving the checkout.

  4. Toggle the bump on and off, then confirm totals, selected line items, invoice rows, coupon behavior, and post-purchase automation triggers.

What to configure

Bump setup

Fields
Productoffer itemrequired

The companion product or service added when the buyer accepts the bump.

Pricepricerequired

The price attached to the selected add-on line item.

Default stateselected | unselected

Whether the bump starts selected. Most checkouts should start unselected unless the choice is part of a clear bundle.

Select and unselect behaviorinteraction

Add-on blocks have select and unselect events so totals and line items can update before payment.

Good bump candidates

Test checklist

  1. Selected totals change

    The visible total should update before the buyer pays.

  2. Line items are preserved

    The completed session should include the selected bump in line_items.

  3. Coupons still behave correctly

    Confirm whether the coupon should apply to the whole checkout or only specific products.

  4. Automation receives the context

    Fulfillment, receipts, CRM updates, and internal records should know whether the bump was accepted.

Keep the bump tightly related

A bump should reduce friction, not add a second decision tree. If the customer needs a full explanation, make it an upsell page or a separate offer.

Builder context

Build the offer beside the docs.

These pages explain the setup details. The matching product surfaces show where products, prices, checkout layout, invoices, and automation live in the app.

The Numi offer editor with product, theme, automation, invoice, and checkout controls.
The offer editor connects checkout layout, products, prices, invoice settings, and automation.
The Numi checkout element palette showing content, interactive, and selling blocks.
Checkout templates expose reusable blocks for product lists, add-ons, forms, buttons, and offer content.
The Numi offer editor automation tab showing sequence controls beside the checkout canvas.
Automation is configured beside the offer so post-purchase work stays attached to the sale.

Feature detail