Getting started with dynamically-priced customizable bundles

Sections

Before you start
Key features
Use cases
Set-up instructions
Considerations
Resources

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.

Platform:

Recharge Checkout on Shopify
Shopify Checkout Integration

Before you start

Merchants on Pro or Custom plans can offer customers fixed-price customizable bundles.

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

Shopify storefront product page for a dynamic bundle product

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.

Customizable fixed price bundle editing

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	Swapping or changing the variant of a bundle subscription removes the bundle contents and requires the contents to be re-selected Bundle rules configured in the bundle settings must be followed (i.e. single item limits, collection limits, quantity limits)
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: Using swapping workflows do not work on checkout orders and only work on recurring order triggers Dynamic bundles do not work with price change workflows The following workflow use cases are commonly used with Bundles: Product swap workflows - With this workflow, you can swap the parent bundle product for another parent bundle product. For example, you sell a coffee starter kit bundle and would like to swap the starter kit for a replenishment bundle after the first charge. In this case, you can use a product swap workflow for the parent bundle products. You cannot swap individual items in a bundle with a product swap workflow. Free shipping workflows - With this workflow, you can offer free shipping to customers who purchase bundles. For example, you may want to offer free shipping for bundle customers to incentivize them to purchase a bundle instead of a one-time purchase or regular subscription. Price change workflows - Price change workflows use the same logic as free trial workflows. With these types of workflows, you can offer discounted first-time bundle products and use a workflow to change the bundle's price after the first charge.
Store analytics	Recharge only displays the parent bundle, with all revenue allocated to the parent bundle Bundles content are not displayed on any analytics dashboards Revenue is only allocated to the parent bundle product on orders processed on or after March 26th, 2024 for dynamically-priced bundles Revenue in the Analytics dashboards does not include bundles orders processed before this date, and may not be accurate
Dynamic pricing	Dynamic bundles are not compatible with dynamic pricing
Shipping	Shipping rates depend on when you enabled dynamic bundles: If you began using dynamically-priced bundles before July 24th, 2023, and have the parent bundle product included on recurring orders, the bundle contents are used to calculate the shipping rates for the checkout order. The parent bundle product and bundle contents are combined to calculate rates for recurring orders. If you began using dynamically-priced bundles after July 24th, 2023, shipping is calculated using the bundle contents for both the checkout and recurring orders This method is used for the majority of stores
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	Customers can reactivate customizable bundles through Win Backs, however, you cannot offer a customizable bundle as a free gift in a reactivation flow. Customers are subscribed to the original bundle contents when they reactivate. You can bulk swap bundle selections if the original bundle contents are no longer available. Contact the Recharge team at earlyadopterprogram@rechargeapps.com if you wish to bulk swap bundle contents for cancelled subscriptions.

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

Getting started with Bundles

How to guides

How to create a dynamically priced customizable bundle

Using bundles guides

Troubleshooting and FAQs

Developer documentation

Curating the Bundles experience

Merchant academy resources

Bundles overview course

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