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Sample-then-buy flow — how is it implemented in Magento?

Three layers:

  1. Sample box product type — a Magento bundle product where the customer picks 4–6 sample-size variants from a curated pool. $10–$20 box price, free with subscription.
  2. Sample-to-full mapping — each sample SKU links to its full-size SKU via a Magento product attribute (full_size_sku). Drives the post-box email automation.
  3. Conversion automation — 14 days after the sample box ships, an email triggers per-sample “loved it? get the full size at 20% off” with a one-click upsell that drops the full-size SKU into the cart with the discount applied via Magento cart price rule.

Magento implementation: bundle + custom attribute + Klaviyo / Mailchimp transactional flow listening to a custom event from Magento on box-shipped. Sample-to-full conversion runs 22–38% in beauty data I’ve seen, which is wildly profitable because the sample box CAC is already paid down.

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