Getting started with dynamically-priced customizable bundles
Dynamically priced customizable bundles let you offer a "build-a-box" experience where the total cost is determined by the items a customer selects. Bundles are flexible, allowing you to sell products with different price points, improving fulfillment and accounting processes, while offering customers flexibility and convenience.
This guide explains key features of dynamically-price customizable bundles, plus use cases and considerations.
- Shopify Checkout Integration
Before you start
Key features
Parent bundle product
In Recharge, a bundle consists of a parent product/SKU and individual products/SKUs for each item in the bundle.
Dynamic pricing
Use dynamic bundles to offer bundling options where the total price is determined by the products a customer adds to their bundles.
When a customer purchases a dynamic bundle, all of the bundle contents are automatically added to the Shopify order. Recharge does not need to edit the bundle contents after the checkout.
Dynamic quantities
Bundles support dynamic quantities, allowing customers to customize the number of products they add to their bundle.
Dynamically-priced customizable bundles with dynamic quantities prompt customers to add products within the configured minimum and maximum product settings. These settings are configured when adding the bundle product to Recharge.
Bundles specific product details page
Dynamically-priced customizable bundles use a custom bundle product template called recharge-bundle, which includes the Recharge bundles widget. After creating and publishing a dynamically-price customizable bundle, Recharge automatically sets the recharge-bundle template as the product template in Shopify, ensuring the widget displays correctly.
Bundles must be purchased via this widget or a custom widget using Recharge's JavaScript SDK. Customizable bundles cannot be added to the customer's cart using any quick-add methods from another page of your storefront or cart abandonment emails.
When a customer purchases a bundle through the recharge-bundle template, the Shopify order includes _rc_bundle
line item property. If the Shopify order doesn’t contain this line item property, the bundle was purchased with an unsupported method and the bundle may not process successfully.
On the product details page, customers can:
- Select bundle products, as well as the bundle type or variant
- Choose a subscription type
- Add any available add-ons or extra products
The bundles widget lets customers build their own bundles, providing flexibility and convenience. For more information on the bundle widget layout options and customizations, see Bundles layout overview.
Bundles specific customer portal content
Customers can manage their bundle contents and update their selections for upcoming orders from the customer portal. Customers can edit the number of products in their upcoming orders using the bundle's pre-configured product quantity ranges if you offer dynamic quantity bundles.
Customers can also add dynamically-priced customizable bundles directly from the customer portal. If you offer dynamic quantity bundles, customers are prompted to select a number of products within the bundle's pre-configured quantity range.
The customer portal bundles widget automatically displays for bundle subscriptions on the Affinity customer portal themes. Dynamically priced bundles are not compatible with the Novum or Prima themes. Dynamic bundles are incompatible with Theme Engine themes out of the box, but will work if customized. Refer to the Theme Engine documentation for more information on available endpoints.
Bundles management in the merchant portal
You can adjust bundle contents for customers through the merchant portal from either the Customer details page or Subscription details page.
Tiered discounts
Dynamic bundles are compatible with tiered discounts, empowering you to offer bundle-specific, "buy more, save more" discounts. Provide customers with pricing incentives based on the quantity of items purchased within a bundle. For more information on how to set up tiered pricing, see Tiered discounts.
Use cases
Scenario |
Benefit |
A clothing store offers a "mix-and-match" outfit builder, where customers can select and bundle various clothing items and accessories. | Boost the average order value and encourage customers to purchase multiple items to complete their outfits, while providing a convenient shopping experience. |
A home improvement store offers customizable DIY project kits where customers can choose the specific tools and materials they need for a project. | Provide customers with tailored solutions that match their needs, while enhancing customer satisfaction by providing them the exact materials for their projects. |
A fitness brand allows customers to build personalized workout bundles, combining high-ticket items (ie. treadmills) with lower-priced items (ie. resistance bands). | Promote cross-selling complementary products and increase sales by offering complete solutions, while providing customers with a convenient shopping experience. |
Set-up instructions
See How to create a dynamically-priced bundle for detailed set-up instructions.
Considerations
Review the following considerations when configuring and managing dynamically-price bundles:
Considerations |
Notes |
Prepaid subscriptions | Prepaid subscriptions are incompatible with dynamically-priced customizable bundles. |
Editing bundles content for customers |
|
Product updates | You must update product images and adjust product settings such as inventory and taxes directly in Shopify. |
Workflows by Recharge |
Dynamically-priced customizable bundles are partially compatible with Workflows, with some limitations. Note the following:
The following workflow use cases are commonly used with Bundles:
|
Store analytics |
|
Dynamic pricing | Dynamic bundles are not compatible with dynamic pricing |
Shipping | Shipping rates depend on when you enabled dynamic bundles:
|
Cart page |
Customers are redirected to the checkout by default when they add a bundle to the cart. Depending on your setup, bundles content may appear as separate line items in the cart, and customers can edit and remove content individually if they have access to a cart page that is not customized. You must update your Shopify theme code to ensure dynamically-priced customizable bundles display and work correctly on the cart page. See Step 8 - Publish the bundle for more information. |
Customer portal | The Bundles customer portal widget is only compatible with customer portals embedded in the storefront. See Understanding the customer portal for more information. |
Win Backs |
|
Inventory |
There are a few things related to product inventory you must consider when using a customizable bundle: Checkout orders
Existing bundle orders that contain out-of-stock-items
|
Resources
There are a variety of Bundles resources to help you get started or to troubleshoot common issues. See the following resources below for additional information:
Getting started guides
How to guides
Using bundles guides
- How to test and publish a bundle
- How to use the Bundles widget layout
- How to configure bundles add-ons and extras
- How to discontinue or disable bundles
- How to manage customer bundle content with bulk swaps
- How to manage existing bundles in Recharge
- How to create an automatic reset for customizable bundles