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Bundle Management

Manage your subscription packages, product bundles, and pricing strategies directly from the Azotte Portal. This guide walks you through creating, configuring, and optimizing bundles for your business.

Accessing Bundle Management

From the portal sidebar, navigate to Bundles & Pricing to see all your existing bundles and create new ones.

Screenshot: Bundle Management landing page showing the list of all bundles

Bundle List

Bundle Types

Azotte supports several bundle types — choose the right one for your business model:

Bundle TypeDescriptionBest For
Subscription BundlesRecurring billing with entitlementsSaaS products, streaming, ongoing services
Product BundlesMultiple products packaged togetherE-commerce, digital goods, multi-product sales
Service TiersTiered access levels (Basic, Pro, Enterprise)Feature-gated platforms, API access tiers
Add-On PackagesSupplementary services attached to a base planPremium support, extra storage, advanced features

Creating a New Bundle

Step 1: Start the Bundle Builder

Click + Create Bundle from the Bundle Management page to open the bundle builder.

Screenshot: "Create Bundle" button on the Bundle Management page

Create Bundle Button

Step 2: Define Basic Information

Fill in the following fields:

FieldDescriptionRequired
Bundle NameA clear, customer-facing name (e.g., "Premium Plan")Yes
DescriptionA short summary of what's includedYes
Bundle TypeChoose: Subscription, Product, Service Tier, or Add-OnYes
CategoryOrganize bundles by category for internal managementNo
StatusDraft, Active, or ArchivedYes

Screenshot: Bundle basic information form

Bundle Basic Info

Step 3: Add Entitlements

Entitlements define what the customer gets when they subscribe to this bundle. Click + Add Entitlement and select from your configured entitlements.

Entitlement ExampleDescription
Feature AccessUnlock specific application features (e.g., "Advanced Analytics")
Usage QuotaSet limits (e.g., "10,000 API calls/month")
Priority SupportGrant access to premium support tiers
Content AccessControl which content or resources are available

Screenshot: Entitlement selection panel during bundle creation

Add Entitlements

Step 4: Configure Pricing

Set the pricing strategy for this bundle:

Pricing StrategyHow It Works
Fixed PriceOne set price for the entire bundle (e.g., $29.99/month)
Percentage DiscountX% off the combined individual product prices
Fixed DiscountA flat dollar amount off (e.g., $10 off)
Tiered PricingPrice changes based on volume or usage level

Configure additional pricing options:

  • Billing Interval — Monthly, quarterly, annually, or custom
  • Trial Period — Number of free trial days (if applicable)
  • Multi-Currency — Set prices per currency/region
  • Promotional Price — Temporary introductory pricing

Screenshot: Pricing configuration form with billing interval and trial settings

Pricing Configuration

Step 5: Set Availability Rules

Control where and to whom this bundle is available:

  • Storefronts — Select which storefronts display this bundle
  • Regions — Restrict availability by geography
  • Customer Segments — Limit to specific customer groups
  • Date Range — Set start and end dates for availability

Screenshot: Bundle availability rules with storefront and region selectors

Availability Rules

Step 6: Review and Publish

Review all settings on the summary page and click Publish to make the bundle live, or Save as Draft to continue editing later.

Screenshot: Bundle review summary before publishing

Bundle Review

Managing Existing Bundles

Bundle List View

The bundle list shows all bundles with key information at a glance:

ColumnDescription
NameBundle display name
TypeSubscription, Product, Service Tier, or Add-On
StatusDraft, Active, or Archived
SubscribersNumber of active subscribers
RevenueMonthly recurring revenue from this bundle
CreatedDate the bundle was created

Use the search bar and filters (by type, status, storefront) to find specific bundles quickly.

Screenshot: Bundle list view with filters and search

Bundle List Filters

Editing a Bundle

Click on any bundle to open its detail page. From there you can:

  • Edit name, description, and metadata
  • Modify entitlements
  • Adjust pricing (changes apply to new subscribers; existing subscribers are grandfathered unless migrated)
  • Update availability rules
caution

Changing entitlements on an active bundle affects all current subscribers. Use the Preview Impact button to see how many customers will be affected before saving.

Archiving a Bundle

To retire a bundle, change its status to Archived. Archived bundles:

  • Are hidden from all storefronts
  • Existing subscribers continue on their current terms
  • Can be reactivated if needed

Screenshot: Bundle archive confirmation dialog

Archive Bundle

Bundle Performance Dashboard

Monitor how your bundles are performing from the Analytics tab within Bundle Management.

Screenshot: Bundle Performance Dashboard with sales, revenue, and margin data

Bundle Performance

Key Metrics

MetricWhat It Tells You
Total SalesNumber of subscriptions sold for this bundle
RevenueTotal revenue generated
Margin %Profitability of the bundle
Conversion RatePercentage of visitors who subscribe
Churn RatePercentage of subscribers who cancel
Average Order ValueAverage revenue per transaction

Comparing Bundles

Use the Compare view to see side-by-side performance of multiple bundles and identify which packages resonate best with your audience.

Screenshot: Bundle comparison view with side-by-side metrics

Bundle Comparison

A/B Testing Bundles

Test different bundle configurations to optimize conversions and revenue.

Setting Up a Test

  1. Navigate to the bundle you want to test
  2. Click A/B Test from the actions menu
  3. Create variations (different prices, entitlements, or descriptions)
  4. Set the traffic split percentage for each variation
  5. Define success metrics (conversion rate, revenue, margin)
  6. Set the minimum sample size and test duration
  7. Click Start Test

Screenshot: A/B Test configuration wizard

A/B Test Setup

Monitoring Test Results

During the test, the portal displays:

  • Performance per variation
  • Statistical significance indicator
  • Projected winner based on current data

Screenshot: A/B Test results dashboard with statistical significance

A/B Test Results

Bundle Lifecycle

Bundles follow a natural lifecycle:

StageDescriptionActions
DraftBundle is being configured, not visible to customersEdit freely, preview
ActiveLive on configured storefronts, available for purchaseMonitor performance, minor edits
ArchivedRemoved from storefronts, existing subscribers maintainedReactivate or migrate subscribers
tip

When retiring a bundle, create the replacement bundle first, then use the Migration Tool to move existing subscribers to the new package with an optional incentive.

Best Practices

  • Keep it simple — Offer 3–5 clearly differentiated tiers to avoid decision paralysis
  • Highlight value — Show the savings compared to purchasing items individually
  • Test pricing — Use A/B testing before committing to pricing changes
  • Monitor churn by bundle — High churn on a specific bundle may indicate a value mismatch
  • Review quarterly — Evaluate bundle performance and adjust based on market and customer feedback

Troubleshooting

IssuePossible CauseSolution
Bundle not appearing on storefrontStatus is Draft or availability rules exclude the storefrontCheck status and availability settings
Customers can't subscribePricing not configured or payment provider not connectedVerify pricing and payment configuration
Revenue numbers seem lowDiscounts or trial periods reducing effective revenueReview promotional pricing and trial settings
A/B test not reaching significanceInsufficient trafficIncrease test duration or traffic allocation

Next Steps