How to test and publish a bundle
Publishing a bundle ensures that customers can purchase the bundled product and receive all of its assigned contents.
- Recharge Checkout on Shopify
- Shopify Checkout Integration
How it works
When you publish a bundle in your merchant portal, Recharge also sets the bundle product as active on the Online Store sales channel in Shopify. You can unpublish a bundle directly in Recharge to set the product to unavailable in Shopify, ensuring customers cannot check out with the bundle until you're ready.
Bundle statuses
There are three separate statuses a bundle can stay in:
- Draft: The bundle is inactive on Recharge and has never been published. The product is also not available through the Online Store in Shopify. If you activate the product in Shopify, and leave it in draft mode in Recharge, Recharge does not add the bundle contents to the customer's Shopify order.
- Published: The bundle is active in Recharge and is available on the Online Stores channel in Shopify. If a customer purchases the bundle, Recharge adds the bundle contents to the customer's order.
- Unpublished: You had previously published the bundle in Recharge, but it is not available through the Online Store sales channel in Shopify. The bundle status changes to published when you make the product available through the Online Store in Shopify.
Publishing a bundle
You can create a bundle and leave it in draft status until you want to go live with the product or test the bundle. Publish the bundle in your Recharge merchant portal to allow customers to purchase the bundle:
- Click Products in the merchant portal and select Bundles from the dropdown.
- Click the pencil icon next to the bundle you wish to publish.
- Click Publish your bundle under the Bundle status, or scroll down to the bottom of the review your bundle page and click Publish bundle.
Unpublishing a bundle
You can unpublish your bundle at any time to remove it from your Shopify storefront:
- Click Products in the merchant portal and select Bundles from the dropdown.
- Click the pencil icon next to the bundle you wish to publish.
- Click Unpublish your bundle under the Bundle status on the Review your bundle page.
Testing a bundle
Test your bundle before going live to make sure the bundle performs as expected.
Step 1- Publish your bundle
You can temporarily publish your bundle in Recharge and perform a test order containing your bundle product to verify that the bundle functions as intended.
- Click Products in the merchant portal and select Bundles from the dropdown.
- Click the pencil icon next to the bundle you wish to publish.
- Click Publish your bundle under the Bundle status, or scroll down to the bottom of the review your bundle page and click Publish bundle.
You may need to remove the bundle from any collections or exclude the bundle from your Home Page if you showcase products there to prevent customers from seeing the product while performing your test.
Step 2 - Test your bundle
Perform a test order with your bundle product on your test store to confirm the functionality works as expected.
Step 3 - Unpublish your bundle
After publishing your bundle, you can unpublish it if you are not ready to sell the product to customers.
- Click Products in the merchant portal and select Bundles from the dropdown.
- Click the pencil icon next to the bundle you wish to publish.
- Click Unpublish your bundle under the Bundle status on the Review your bundle page.
When ready, you can publish the bundle again to make it available on your Online Store sales channel. See Publishing a bundle for additional information.
Publishing different bundle types
What happens when a bundle is published varies depending on whether you publish a preset or customizable bundle.
Customizable bundles
When a customizable bundle is published, Recharge:
- Applies the
recharge-bundle
product template to the bundle product in Shopify, which displays the bundle widget on the product page, allowing customers to purchase the bundled product - Lists the contents of the bundle as separate line items on the processed Shopify order
- Includes the
Bundle
tag on processed orders in Shopify to make it easy to identify orders that contain a bundled product - Makes sure that you can preview the bundles widget on the storefront product page
See Publishing a fixed-price customizable bundle or Publishing a dynamically-priced customizable bundle for more information.
Preset bundles
When a preset bundle is published, Recharge:
- Lists the contents of the bundle as separate line items on the processed Shopify order
- Includes the
Preset Bundle
tag on processed orders in Shopify to make it easy to identify orders that contain a bundled product
See Publishing a preset bundle for more information.