Getting started with preset bundles
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.
- Recharge Checkout on Shopify
- Shopify Checkout Integration
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.
Key features
Parent bundle product
A bundle consists of a parent bundle product/SKU, which contains separate products/SKUs that you select. Preset bundles are fixed-price, so the price of the parent product represents the total bundle price regardless of the contents you choose.
When purchased, only the bundle product will appear in the cart. The selections in the bundle are not shown at the cart level as individual products.
After processing the order, Recharge edits the Shopify order and adds the bundle contents as free, while also reducing the inventory of each individual product that makes up the preset bundle.
Customer experience
Storefront product page
Preset bundles use the standard product template and the product details page, which allows customers to purchase preset bundles using quick-add methods, however, they must still flow through Shopify's Online store sales channel.
All customers receive the same bundle contents when they purchase a preset bundle, and they do not make any product selections. Recharge recommends either 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.
Customer portal
Customers can see all of the products included in the preset bundle when viewing the bundle in their customer portal, but they can not update the contents.
Merchant experience
You can view preset bundle contents using the Customer details page or Subscription details page. If you need to edit the contents of a preset bundle, you must edit the bundle settings.
Use cases
Scenario |
Benefit |
| A vegetarian meal service sells a weekly collection of pre-selected dinners. |
Customers save prep and planning time by purchasing a curated bundle of pre-selected vegetarian meals. This convenience can enhance customer satisfaction and loyalty. |
| A bookstore sells a "Summer Reading Bundle" with a curated selection of popular summer reads, a bookmark, and a tote bag. |
Attract customers with themed bundles looking for seasonal or special interest items, allowing you to boost sales during specific periods. You also have an opportunity to introduce customers to new products or move inventory by including it in a preset bundle. |
| A beauty products retailer offers a "Monthly Skincare Routine Bundle" that includes a set of skincare products intended to last for a month. | Ensure customers receive regular shipments of products that you know are bought together frequently, making it convenient for customers to keep up with their routines. |
Set-up instructions
See How to create a preset bundle for detailed set-up instructions.
Considerations
Consider the following when creating and managing preset bundles:
Consideration |
Notes |
| Prepaid subscriptions |
Preset bundles are compatible with prepaid subscriptions. You can use a product with multiple 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. |
| Product updates | You must update product images and adjust product settings such as inventory and taxes directly in Shopify. |
| Shipping |
Shipping rates for preset bundles are calculated on the parent bundle product, not the product contents within the bundle. The Recharge custom shipping profile is not compatible with fixed-price bundles. See Incorrect shipping charge for a fixed-price bundle for additional information and workarounds. |
| Multi-currency | Preset bundles are not compatible with Multi-currency. |
| Store analytics |
|
| Customer portals | The Bundles customer portal widget is only compatible with customer portals embedded in the storefront. See Understanding the customer portal for more information. |
| Order Management Systems | If you use an Order Management System (OMS), ensure it is compatible with the preset bundle setup. If the OMS pulls order information as soon as the order is placed, it is best to adjust the sync configuration to update after a few minutes, allowing time for the Bundles breakdown to be updated. |
| Workflows | Preset bundles are compatible with Workflows if they have been added to Recharge with a subscription plan. |
| Win Backs |
|
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
How to guides
Using bundles guides
- How to test and publish a bundle
- How to discontinue or disable bundles
- How to manage existing bundles in Recharge
