How to clear customer selections after each order for customizable bundles
Clearing customer selections after each order allows merchants to offer bundles with rotating product selections. After each charge is processed, the customer selections are cleared and the customer must make new selections during a set customization window. If the customer does not make selections during the customization window, default selections are added to the bundle order when the next charge processes.
This guide provides details on configuring an automatic reset using customizable bundles.
- Shopify Checkout Integration
- Migrated Shopify Checkout Integration
Configuring automatic reset
Customer selections are used to reset the bundle contents, set a customization window, and set default selections.
To configure an automatic reset:
- Complete steps to create a bundle by following the instructions on Creating a fixed-price customizable bundle or Creating a dynamically-priced customizable bundle.
- On the Review your bundle page, click Edit in the Advanced settings section.
- Under Customer selections select Clear customer selections after each order.
- Optional - Select Within a specific number of days before their next order is processed to create a customization window.
- Follow Set up a default selection in Creating a fixed-price customizable bundle or Creating a dynamically-priced customizable bundle to configure default selections.
- Warning: If default selections are not added and a customer does not make selections, the box will not contain any products. For more information, see Default selections FAQ.
- Click Save.
- Activate your bundle.
Using customization windows with automatic reset
A common use case for automatic reset is a meal box subscription with a rotating menu. With this type of subscription box, menu selections are regularly updated and customers can choose their meal selections. For example, a merchant may decide to publish a new menu for their meal box subscription every Wednesday, allowing customers to select their meals no later than Saturday, with the box delivered on Monday.
This selection period is called a customization window. Customization windows let you set a time frame during which customers can modify their bundle before their next order.
By default, customers can update their bundle contents at any time before the order is processed, but the customization window provides a specific timeframe during which they can update their bundle before renewal.
Considerations
Consider the following when creating an automatic reset for bundles:
Considerations |
Notes |
| Prepaid subscriptions | Prepaid subscriptions are not compatible with automatic reset. |
| Line item properties | Applying an automatic reset deletes all line item properties, including Recharge properties, and any custom properties you added. |
| Default selections | After each renewal, automatic reset removes the customer's selections. The order includes default selections if the customer does not make new selections during the customization window. |
