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How To Build A Bundle: Steps(Product)

  • Updated

Product selection

  • Step Title: Name the step (this title will be visible on the website).
  • Step Description: Add some text to help the customer understand what's required from this step. (This step is optional)
  • Step Progress Title: If you're using the step progress bar, you can add a shorter title to show there.
  • Display Order: Set the order of step appearance within the builder.
  • Minimum Selections: Specify the minimum number of products to be selected.
  • Maximum Selections: Determine if customers can select more than one product.
  • Allow multiple selections of the same product: Enable if customers can choose multiples of the same item.
  • A Required Step: Tick that box, if you require the customer to at least select 1 item.
  • Hide from Step Progress: Tick that box if you wanna hide this step from the list of steps in the progress bar.
  • Show Bundle Summary: Tick that box if you wanna show the currently selected products below the step title.
  • Display variants separately: If selected, each variant will have its own item available for selection.
  • Variant dropdown menu: Offer a dropdown menu for variant selection.

To add products to your Bundle step:

Before proceeding, ensure you have a solid understanding of Shopify collections. If not, we recommend familiarizing yourself with this article.

  1. Use Collections
  2. Use products

Set conditions that will skip this step:

This feature is useful for creating flexibility and personalized bundle journeys that you want for your customers:
  1. Based on products: Skip if specific products are chosen in previous steps.

  2. Based on fields: Skip this step if any of these values are chosen:

Additional settings:

  • Show sort by drop-down menu: Allows customers to sort by product title, collections, and price.
  • Show tags filter: Allows customers to sort by product tags.
  • Show title filter: Allows customers to filter by product title for this step.

The tags (optional)

If using the tags filter, create a list of tags for the dropdown menu. Separate tags with commas. For multi-word tags, write them together without spaces.

You are a good reader. We're done with the Steps section!

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