The Setup tab is the first area you'll come to when creating a new bundle. It's the foundation of your bundle, where you choose a name, bundle type, and page layout.
To start creating a new bundle:
Step 1: Log in to your store.
Step 2: Click Apps on the side menu.
Step 3: Click Bundle Builder.
Step 4: When the Bundle Builder dashboard has loaded, click the Create new bundle button. This will direct you to the Setup page.
In this guide, we'll go over each Setup option in detail to help you choose the best settings for your bundle.
The easiest way to learn about setting up your bundle is by viewing our video! Alternatively, we also have a text guide with screenshots below.
A step-by-step guide
Part 1. Bundle details
The first thing to do is enter a Bundle name.
Bundle Builder will auto-fill the Product name field with the same text. However, you can manually edit the Product name.
- Bundle name is not visible to your customers; it is only visible on your Shopify dashboard.
- Product name is visible to your customers. This is the name of the bundle product at the checkout (and in email notifications).
Bundle types and bundle structure: What's the difference?
After entering the bundle and product name, you will be asked to choose a bundle type and bundle structure.
When you're new to Bundle Builder, it's not always obvious what the difference is. But don't worry, you'll feel more confident after you've created a couple of bundles! So before we move on to those sections, let's quickly look at each one to help make your decision easier.
- Bundle type
- Single SKU means the entire bundle will exist in your store as a "dummy product". This dummy product will function like any other product and even has its own SKU (stock keeping unit). The bundle contents will display as non-clickable line item properties in the cart.
- Multiple SKU means that the individual products forming your bundle are added directly to the cart using their individual SKU codes. This method does not use a "dummy product" wrapper.
- Bundle structure
- Single page means all the items in the bundle are displayed on one page.
- Multi-step means that the bundle can have different steps. A great example is a hair care bundle where you pick your shampoo in the first step, conditioner in the second, and so on.
We highly recommend watching the video below which explains these concepts with some handy examples.
Part 2. Bundle type
Choose a bundle type: Single SKU Bundle or a Multiple SKU bundle
Important: You cannot change the bundle type after you create a bundle. If you haven't yet decided which bundle type is best for your needs, click here to compare the two and see the benefits for each type.
Part 3. Bundle structure
Choose a page layout option: Single page or Multi-step
Important: You cannot change the bundle structure after you create a bundle. See below for how both options are different.
- Single page: Shows all products together on the same page. Ideal for basic bundles.
- Multi-step: Breaks up the bundling process into distinct steps or sections. Customers click Next and Previous buttons to progress and view different products. Ideal for bundles which have different requirements or stages. Learn more.
Well done on completing the first stage of setting up your bundle! After finishing all the Setup tasks, it's time to add products. Click here to go to Step 2: Products