Dynamically-priced customizable bundles let you offer a "build-a-box" experience on your storefront by using a single subscription product to bundle multiple Shopify products, allowing customers to select items for their bundle.

This guide explains how to create a dynamically-price customizable bundle.

Before you start

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

Step 1 - Create the relevant collections in Shopify

Before creating the bundle in Recharge, you must create at least one Shopify collection that contains the products available for bundling.

For example, if you offer a meal box for different meals throughout the day, you would need to create Breakfast, Lunch, and Dinner collections. For instructions on creating Shopify collections, see Create a collection.

There are a few things to consider when configuring your collection:

• Configure your collection as an automated collection in Shopify if you track inventory on products in a collection.
• Set a condition for the collection that requires inventory to be greater than zero. With this condition in place, out-of-stock products are automatically removed from the bundle content options. Additionally, if products go out of stock, customers will be prompted to update their selections when they log into the customer portal.
• Bundles ignores the individual price of the product(s) in your collection(s) and uses the parent bundle price.
• The same product cannot be in multiple collections configured to the same bundle. 
  • For example, if the bundle contains two collections, lunch and dinner, you cannot include the same chicken wrap product in both collections.

Product variants

If a product in a collection has multiple product variants in Shopify, note the following:

• You cannot split product variants into multiple collections
  • For example, if your product has multiple size options, you cannot separate the small variant into one collection and the medium variant into another
  • If you want to add two variants into different collections, you must create the variants as separate products in Shopify
• You can choose whether you want the first product variant to be automatically added to the bundle or you can allow customers to choose their variant option
  • See Products with multiple variants for more information

Step 2 - Add product contents to Recharge

After creating your collections in Shopify, you must add each product to Recharge and configure subscription rules for each one. The subscription rules for these products must all have the same subscription type and frequency as the parent bundle product. For steps on adding products and configuring subscription rules, see Creating subscription rules.

Note the following when adding products to Recharge for use in dynamically-priced customizable bundles:

• Subscription frequencies, and discounts, must be the same for all products used in a dynamically-priced customizable bundle. They must also match the subscription type of the parent bundle product.
• Available subscription types for bundle products are:
  • One-time purchase only
  • One-time and subscription, or,
  • Subscription only
• The subscribe and save discount is determined at a bundle level.

Step 3 - Configure your bundle in Recharge

Create the bundle product in Recharge. This is the product that customers eventually check out with to receive their bundle contents. 

While you can import a pre-configured parent bundle product from Shopify, Recharge recommends creating the parent bundle product directly in Recharge to prevent any issues.

1. Click Products in the merchant portal and select Bundles from the dropdown.
2. Click Create a new bundle.
3. Name the bundle. If you are importing a pre-configured parent bundle product from Shopify, Click Already have a product you want to use? and select the product to import a pre-configured parent bundle product from Shopify. Using this method, you cannot change the bundle price in Recharge, instead, you must edit it directly in Shopify. Recharge recommends creating the parent bundle product directly in Recharge.
4. Select Customizable as your bundle type.
5. Select Dynamic under the What type of pricing should your bundle have? option. 
6. Select Save and continue.
7. Click I've made my collections in Shopify if the Shopify collections pop-up displays.

if the store is using PSP, they can bulk create the same plans for all bundle contents by following those steps: How to copy and replace plans in bulk? But also note that the bulk copy & replace feature deletes the old plans so be careful if they wanted to keep any old plans available. It's important to proceed with caution when using this feature if you do want to keep any old plans.

Step 4 - Select your collections

Select the collections to include in your bundle: 

1. Click Select for each collection to include in your bundle. 
2. Click Save and continue after selecting the collections.

Optional - Add bundling options

You can offer different versions of the bundled product (ie. different sizes or options), to align with your business strategy. For example, you can assign size as the option name and four meals and eight meals as the option values. This configuration would create a bundle with four and eight-meal options.

1. Select the option Customers can choose between different bundle size or options.
2. Add the Option Name.
3. Add Option Values to create different options for the bundle product.

Step 5 - Add the bundle rules

Configure the bundles rules and define what customers receive when they buy your bundle. When you add products to a bundle, the individual product prices are ignored, and the parent bundle price set in this step is used for checkout and recurring orders.

1. Set the number of products included in the bundle in the How many products can be added to this bundle? field.
2. Set the total bundle price in the How much should this bundle cost? field.
3. Select the collections that include the products customers can pick from. By default, all of the collections you added in Step 3 are available, however, you can click the trash can icon beside any collection to remove it from the list of Bundle contents.
4. Change the Visibility toggle if you don't want customer to have access to the specific bundle type.
5. Repeat Steps 1-4 for each bundle option, if you have multiple options configured. 
6. Set the Single item limit to determine mow many times can a single product be added to a bundle.
7. Click Save and continue after adding the bundle rules to the parent bundle product.

Step 6 - Add the subscription type

Set a subscription type for your bundle from the following options:

• One-time purchase only: Customers only receive the bundle one-time
• One-time and subscription: Customers can receive the bundle only once, or they have the option to subscribe to the bundle and receive it on a recurring basis
• Subscription only: Customers subscribe to the bundle and receive it regularly

Depending on the subscription type you select, you may need to configure additional settings: 

• Set the subscription options for regular subscription bundles

Set the subscription options for regular subscription bundles

1. Select the option Yes I'd like to offer a discount if you would like to set an incentive discount to encourage customers to subscribe to the bundle. Add the discount percentage applied to the price of the parent bundle product. 

2. Set the order schedule to determine how frequently customers will be charged. Click Add frequency to offer customers different frequencies.

3. Select the option This subscription expires after a set number of charges and specify the number of charges if you want customers to receive the product for a specific number of recurring orders.

Optional - Configure additional settings 

Configure the bundles layout settings

Edit the bundles widget to control how customers interact with your bundle product. Choose between the following options:

• One-page layout: Customers set up their bundle on a single page.
• Multi-step layout: Customers make their way through steps to select the bundle content, and then review their order.

See How to use the Bundles widget layout for additional information.

Set customer selection preferences

Confirm if you would like Recharge to:

• Remember customers' bundle selections and send the same products unless customers change them, or,
• Reset the bundle contents for each recurring order, and have the customer make new selections/default to fallback content.

See How to create an automatic reset for customizable bundles for additional details.

Configure fallback contents (Recommended)

Fallback contents are default selections added to a bundle if the bundle contents are empty when the charge processes. Configuring fallback contents ensures all bundle customers receive products in their bundle even if they don't select products to bundle before their charge date.

See How to configure fallback contents for Bundles for detailed instructions.

Enable cross-sells

Allow subscribers to add extra items to their bundle, as one-offs or with every delivery.

See How to configure bundles add-ons and extras for additional details.

Step 7 - Install the bundles widget

Install the bundles product template to your store to display the bundles widget. There are two ways you can install the bundles widget:

• During the bundle creation process
• Directly on the "Your bundles" page

Option 1 - During the bundle creation process

You have the option to install the bundles widget through a modal when reviewing a bundle you've created. You can either install the template or skip it.

You can always follow the directions in Option 2 to install the template. 

Option 2 - Directly on the "Your bundles" page

Install the bundles widget when reviewing your bundles listed in the merchant portal:

1. Click Products, then select Bundles to navigate to the “Your bundles” page. 
2. Click Add the bundles theme snippets to my store under the “Tools” section.
   
3. Click Install template to install the bundles widget.  
4. A confirmation modal will display if the installation successfully completed.
   

Step 8 - Publish the bundle

Click Publish bundle after creating your bundle to add the bundle widget to the product page, allowing customers to purchase the bundled product from your storefront.

After configuring the bundle product, you can publish the product, which automatically sets the bundle as available on the Online Store sales channel in Shopify. 

1. Review the Bundle summary to ensure that the bundle is configured as expected.
2. Click Publish when you are ready for customers to purchase the bundle on your storefront.

Tip: You can publish your bundle to test the bundle experience, and then unpublish the bundle if you are not ready for customers to purchase the bundle product.

When published, Recharge applies the recharge-bundle template to the bundle product in Shopify to display the bundle widget on the product page. This guarantees that the bundle contents are included in the customer's checkout and future orders. Processed orders for bundle products:

• List the contents of the bundle as separate line items at the checkout
• Include the Bundle tag to easily identify orders that contain a bundled product

Click View bundle on the bundle's settings page to preview the bundle. 

By default, customers are redirected to the checkout after they add a bundle to their cart. You can edit your store configuration to redirect customers to the cart page:

1. Click Bundles in the merchant portal and select the bundle to edit.
2. In the Additional settings section, select Edit in the Layout section.
3. Under Add to cart behavior, select Send them to the cart page.

If you allow your customers to access the cart page, the bundle appears as one product, with the customer's bundle contents listed under the product title.

Expected outcome

Customers can purchase the bundle directly on your storefront after configuring and publishing the bundle. 

The example above shows how a dynamically-priced bundle works with Tiered discounts. 

Considerations

Consider the following when creating a dynamically-priced customizable bundle:

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
• Getting started with dynamically-price customizable bundles

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

Troubleshooting and FAQs

• Bundles troubleshooting
• Bundles FAQs

Developer documentation

• Curating the Bundles experience

Merchant academy resources

• Bundles overview course
• Creating a fixed-price customizable bundle course