Core Logic / Functionality
1. Bundle Strategy & Initialization
Before configuration, the system requires specific selections to determine the architecture of the bundle.
Select Bundle Experience:
Mix-and-Match Bundles: Allow customers to select various product variants (e.g., size, color) while adhering to a total quantity.
Landing Page Bundle Builder: Creates a dedicated page for the building experience.
Product Page Bundle Builder: Integrates the builder into the standard product discovery flow on the store.
Select Flow Structure:
Single-Step: Users select items from one interface (can include multiple categories/filters). Used for bulk buying (e.g., "Box of 6"). Specifically, mix-and-match bundles can be used here to define required total quantities (e.g., 3, 6, or 9 items), providing flexibility alongside bulk purchase incentives.
Multi-Step: Users follow a sequence (e.g., Step 1: Choose Bag -> Step 2: Choose Accessories).
Creation Process:
Click Create Bundle.
Select the Template based on the chosen experience (Landing Page vs. Product Page).
Select the Design.
Input a Name.
Click Create.
Backend Logic: Upon clicking Create, the system automatically generates a Virtual Parent Bundle Product. This product entity allows the bundling technology to function within the store's inventory and checkout systems.
2. Step and Category Configuration
The builder is organized by Steps, which contain Categories, which contain Products.
Configuring Step 1:
Category Setup: Category One is created by default. Users must select specific products to populate this category.
Adding Categories: Users can add additional categories within the same step (e.g., "Savory" and "Sweet" in Step 1).
Renaming: Step names and Category names can be edited directly in the interface.
Adding Subsequent Steps:
Method A: Click Add Step to create a blank step.
Method B: Click Clone on an existing step to duplicate its structure and settings.
3. Defining Selection Rules (Constraints)
Rules dictate the valid combinations required for a customer to proceed or complete the bundle.
Step-Level Rules: These apply to the total product count within a specific step.
Logic: IF the user selection < [Minimum Requirement], THEN the "Next" button is disabled or triggers an error.
Example: Require the customer to select at least two products total in Step 1.
Category-Level Rules: These apply to specific categories within a step.
Logic: IF the user selection in [Category A] does not equal [Specific Requirement], THEN the user cannot proceed.
Example: Require the customer to select exactly one product from Category 1 and one product from Category 2.
4. Discounts and Pricing
Discounts are configured to incentivize higher volume purchases. For example, within a single bundle, you can create offers such as "Buy 3 at $1299, get 1 free" or "Buy 5 at $1999, get 2 free." This creates multiple incentive levels, encouraging bulk purchases. By default, there is a limit to the number of discount tiers you can add, but this limit can be increased to accommodate more complex pricing strategies.
Enable the Discounts and Pricing section.
Select the Discount Type Fixed amount, Percentage and Fixed price bundle (e.g., Percentage Off).
Define Tiered Rules:
IF [Product Count]; 2, THEN apply [5%] off.
IF [Product Count]; 4, THEN apply [10%] off.
IF [Product Count]; 6, THEN apply [15%] Additionally, tier-based offers can include setup like “Buy 3 at $1299, get 1 free” or “Buy 5 at $1999, get 2 free,” to create multi-tiered pricing within the same bundle. off.
Configure display options for how the savings are presented to the user.
Click Save. Increasing the maximum discount tiers for a bundle does not affect your other live bundles. This change is specific to the bundle you are customizing and will not disrupt the pricing rules or configurations of other bundles. While increasing the discount tier limit provides greater flexibility, it may reduce the total number of bundles you can create in your account. Consider this trade-off when deciding to increase the limit. If you do not see the additional fields to add more discount tiers after increasing the limit, try reloading the bundle editor page. Refreshing the interface usually resolves visibility issues.
5. Design and Customization
Visual customization allows the builder to match brand identity.
Trigger: Clicking Preview Bundle for the first time prompts the design selection wizard.
Design Selection:
Choose a specific layout template for the Landing Page or Product Page.
Element Customization:
Brand Colors: Define primary and secondary colors.
Styling: Adjust corner styles (rounded/square), font sizes, and other visual elements.
Editability: All design elements can be edited post-creation via the design settings.
Constraints & Edge Cases
Virtual Product Dependency: The system relies on the Virtual Parent Bundle Product created at initialization. Deleting or altering this product in the store backend outside of the App may break the bundle functionality.
Rule Conflict/Blocking:
IF a Category Rule limits selection to "Exactly 1," the system prevents adding a second item from that category (the add action is blocked).
IF a Step Rule requires "Minimum 2 items," and the user selects only 1, the system blocks the transition to the next step.
Skip Logic: IF a user attempts to skip a step that has minimum requirements, the system displays an error message detailing the missing criteria (e.g., "You need to add at least one more product").