Preset bundles allow customers to purchase a pre-configured bundle of products at a set price. Preset bundles can be offered as a one-time purchase or as a subscription product.

Before you start

• Merchants on Pro or Custom plans can offer customers preset bundles.
• Take Recharge's course Creating a preset bundle for a hands-on introduction to creating a bundle.

Step 1 - Configure your bundle in Recharge

Create the parent bundle product in Recharge. This is the product that customers check out with to receive your curated collection of products. 

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 Preset as your bundle type.
5. Select Save and continue.

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 2 - 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. Click Add contents to add the products included in the preset bundle under Content. Select the products from the pop-up option. These are products that you've already added to Recharge.
   
4. Repeat Steps 1-3 for each bundle option, if you have multiple options configured. 
5. Click Save and continue after adding the bundle rules to the parent bundle product.

Step 3 - Add the subscription type

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

• One-time purchase only: Customers only receive the preset bundle one-time
• One-time and subscription: Customers can receive the preset bundle only once, or they have the option to subscribe to the preset bundle and receive it on a recurring basis
• Subscription only: Customers subscribe to the preset bundle and receive it on a recurring basis
• Prepaid subscription only: Customers pay for multiple shipments of the preset bundle upfront, and receive the product on a recurring basis
  • You can use a product with variants as the parent product for a prepaid subscription, however, customers can only select the variant during the initial checkout purchase. Customers cannot change the variant in the customer portal after they check out.
  • You cannot set prepaid bundle product options to expire after a certain number of charges.

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 prepaid 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 preset 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.

Set the subscription options for prepaid subscription bundles

1. Set the order schedule to determine how frequently customers will be sent a shipment.

2. Set the charge frequency to determine how frequently customers will be charged for a shipment.

Click Save and continue after configuring the subscription type.

Step 4 - Publish the bundle

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. Before publishing the bundle, you should update the Shopify product details to help increase conversion.

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 preset bundle on your storefront.

Recharge will only add bundle contents as part of the preset bundle to Shopify orders if the preset bundle is published. Recharge will not include the bundle contents in Shopify orders if you unpublish the preset bundle but keep the bundle content products active in Shopify. Customers can still purchase the products separately if the bundle is unpublished.

Optional - Update the Shopify product details

Preset bundles use the standard Shopify product template which you can customize using the Shopify theme editor.

It is important to highlight the contents of preset bundles. Once a bundle is added to the cart, the individual items within the preset bundle will not be displayed on the cart or checkout page. To help increase conversion, Recharge recommends:

• Building a custom product page for preset bundles or
• Adding additional content to the product description so customers know what products are included in the bundle

Expected behavior

After configuring and publishing the preset bundle, customers can purchase it directly on your storefront.

Although the Shopify product page shows one product, the parent bundle product, customers receive all of the products attached to the parent bundle product with each order.

Considerations

Consider the following when creating and managing preset bundles:

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 preset bundles

Using bundles guides

• How to test and publish a bundle
• How to discontinue or disable bundles
• How to manage customer bundle content with bulk swaps
• How to manage existing bundles in Recharge

Troubleshooting and FAQs

• Bundles troubleshooting
• Bundles FAQs

Developer documentation

• Curating the Bundles experience

Merchant academy resources

• Bundles overview course
• Creating a preset bundle course