Bundle Builder allows you to create both single-page and multiple-page bundles. The complexity of your bundle offer will determine which option is most suitable. To help make a decision, you can ask yourself: Is the customer able to simply configure their bundle from a variety of products on a single page, or should the process be broken into steps?
The Multi-step structure option lets you create a separate page for a single product or a group of items. For example, if you want to create a bundle where the customer receives a free gift, you could create the following layout:
Bundle step 1: Choose an item from category A (E.g. Coffee)
Bundle step 2: Choose an item from category B (E.g. Coffee accessories)
Bundle step 3: Choose a free gift (E.g. Store-branded merchandise)
Customers can click the Previous or Next buttons to move from section to section and make changes to their bundle. Additionally, you can enable clickable navigation tabs at the top of the page.
Each section has an Add bundle to cart button. However, it will only enable once the customer has met the full criteria (i.e. all rules/conditions have been fulfilled).
You can return to the bundle's Product page options at any time to change steps, products, variants, and rules.
This guide will cover the essential steps of creating a multi-step layout.
A step-by-step guide
Creating a multi-step layout
Choosing a multi-step bundle
While on the bundle's Setup page:
Step 1: Click Multi-step.
Note: The structure cannot be changed once the bundle is created. However, the steps you create later can be edited at any time.
Step 2: Click Next to proceed to the next tab (Products).
Adding steps to your bundle
When you arrive at the next tab (Products), the first section you'll come across is Steps.
Step 1: Click the Add step button.
Step 2: Enter a unique Step name.
Step 3: Enter a Description. Remember to give your customers some guidance to help inspire them to make the best purchases possible.
Step 4: Click the Add products button to add items customers can purchase in this step of the bundle. Alternatively can also add items by importing products from an existing collection.
Step 5 (optional): Add variants.
Step 6 (optional): Add rules.
Step 7 (optional): Add conditions.
Step 8: Click Save section.
Adding more steps
After you create the first step you can create as many additional steps as you need.
Step 1: Click the Add step button located beneath your steps.
Step 2: Repeat the process as instructed above.
Step 3: View your live bundle. You can preview it by clicking View bundle at the top of the page.
Step 4: Test your bundle by adding products and navigating through it using the Next or Previous to ensure it performs as desired.
Want more information about setting up the Product page, including adding variants and required products? Click here to go to Step 2: Products