How to Configure Steps in the Bundle Builder

This guide covers how to set up and customize each step of a Build Your Own Box bundle. By the end, you'll have a working multi-step bundle builder configured with products, rules, and customer-facing labels.

In This Guide

•        Setting Up a Standard Step

•        Rules and Limits

•        Step Info (Labels and Visuals)

•        The Review Step

•        Add-on Products

•        Free Gift Step

•        Custom Field Step

•        Example: Building a "Pick 6 Snacks" Box

•        FAQ

Before You Start

Select the Build Your Own Box bundle type and choose your preferred template. Once you're in the editor, go to the Content tab and scroll down to Configure Steps.

Each step you create becomes one screen in the customer-facing bundle builder. Customers move through steps sequentially — picking products, adding notes, or claiming gifts — before reaching a final review screen.

Setting Up a Standard Step

A Standard Step is the core building block. It's where customers browse and select products to add to their bundle.

1. Step Behaviour

Select Standard Step from the dropdown.

2. Product Configuration

Choose how products are displayed to the customer:

Single List — All items appear in one continuous list. Best for steps with a small number of products (under ~15). You can populate this list using Specific Products or entire Collections.

Categories — Products are grouped under labeled tabs like "Proteins," "Sides," or "Drinks." Best for steps with a larger selection where browsing would otherwise feel overwhelming.

3. Adding More Steps

Click + Add Step at the bottom of the current step to create additional stages. There's no hard limit on the number of steps, but keep the customer experience in mind — most successful bundles use 2–4 steps.

Rules and Limits

Rules control what customers must do before they can advance to the next step.

Show Variants as Individual Products

Check this box if you want each variant (e.g., "Red / Large" and "Blue / Small") to appear as its own selectable item. Leave it unchecked to group variants under a single product card with a variant selector.

Conditions for This Step

No Rules — Customers can proceed regardless of what they've added. Use this for optional steps.

Step Level Rules — Customers must meet specific conditions before the "Next" button becomes active. If the condition isn't met, the tooltip message you configure will appear to guide them.

How to Set Up a Step Level Rule

1. Basis — Choose Total Quantity (number of items) or Total Amount (dollar value).

2. Logic — Pick an operator: is less than, is equal to, or is greater than.

3. Value — Enter the target number or price.

4. Tooltip Message — Write a short message customers will see when they haven't met the requirement (e.g., "Please select exactly 6 items to continue").

To add multiple conditions, click + Add Another Step Condition. All conditions must be met before the customer can proceed.

Common Rule Patterns

Step Info

This section controls what customers see for each step in the bundle builder UI.

Step Label — An internal/short name for this step (e.g., "Step 1 - Base"). This may appear in the progress bar.

Page Title — The headline customers see at the top of the page for this step (e.g., "Choose Your Proteins").

Page Subtitle — Supporting text below the title. Use this for brief instructions (e.g., "Pick up to 3 items from the options below").

Widget Icon — Upload or select an icon to represent this step in the progress indicator.

Page Banner — Check Add Page Banner to display a promotional or thematic image at the top of the step page.

The Review Step

The Review Step is automatically added as the final stage. Customers see a summary of everything they've selected before adding the bundle to their cart.

Review Step Settings

• Review Label — The name shown for this step in the progress bar (e.g., "Review Your Box").

• Page Title — An optional headline (e.g., "Here's What's in Your Box").

• Widget Icon — Upload a custom icon for the review stage.

Secondary Button Type

This controls what happens when a customer wants to make changes from the review page:

• Edit Bundle — Takes customers back to the previous step. Their existing selections are preserved so they can make targeted adjustments.

• Start Again — Clears all selections and returns the customer to Step 1. Use this only if your bundle logic requires starting fresh (e.g., if step 1 choices determine what's available in later steps).

Add-on Products

Add-on products appear on the Review Step as last-minute suggestions. They're added to the order alongside the bundle, not as part of it.

To enable: Toggle Enable Add-on Products on the Review Step. Then select the specific products or collections you want to offer as add-ons.

Best for: Small, low-cost items that complement the bundle — things like gift wrap, sample packs, or accessories.

Note: Add-on products are charged at their normal price. They are not included in any bundle discount.

Free Gift Step

Use this step type to reward customers with a free item at a specific stage of the builder.

Setup

1. Click + Add Step.

2. Set Step Behaviour to Free Gift Step.

3. Under Product Configuration, select the gift products or collections to offer. Organize as a Single List or Categories.

4. Under Rules and Limits, use a Step Level Rule to control how many gifts customers can claim (e.g., Total Quantity is equal to 1).

5. Under Step Info, customize labels to let customers know they've earned a reward (e.g., Page Title: "Pick Your Free Gift").

How Pricing Works

Products offered in a Free Gift Step are automatically discounted to $0 at checkout. You do not need to create separate $0 variants or adjust product pricing — the app handles this.

Custom Field Step

Use this step type to collect information from customers instead of product selections. Common uses include gift messages, delivery instructions, engraving text, or file uploads.

Setup

1. Click + Add Step.

2. Set Step Behaviour to Custom Field Step.

Fields Configuration

Click Add Field to create each input. You can add multiple fields to a single step.

Field Type options:

Additional settings per field:

• Make this Field Required — Check this if the customer must complete this field before proceeding.

• Field Title — The label above the input (e.g., "Gift Message").

• Placeholder Text — Ghost text inside the field to guide the customer (e.g., "Enter your message here…").

Example: Building a "Pick 6 Snacks" Box

Here's a walkthrough of a common bundle setup from start to finish.

Step 1: Choose Your Snacks

• Step Behaviour — Standard Step

• Product Configuration — Categories — "Sweet," "Savory," "Healthy"

• Rules and Limits — Step Level Rule → Total Quantity is equal to 6, Tooltip: "Select exactly 6 snacks to continue"

• Step Info — Page Title: "Build Your Snack Box" / Subtitle: "Pick any 6 items from the categories below"

Step 2: Add a Gift Note (Optional)

• Step Behaviour — Custom Field Step

• Fields — Text Area, not required, Title: "Gift Message", Placeholder: "Write a personal note (optional)"

• Rules and Limits — No Rules

• Step Info — Page Title: "Add a Personal Touch"

Review Step

• Review Label — "Review Your Box"

• Page Title — "Here's What's in Your Box"

• Secondary Button — Edit Bundle

• Add-on Products — Enabled — showing gift wrap and a sample pack

FAQ

What happens if a customer doesn't meet the step conditions?

The "Next" button stays inactive and the tooltip message you configured is displayed. Customers cannot proceed until all conditions are satisfied.

Is there a limit on the number of steps?

There's no hard limit, but bundles with more than 5–6 steps tend to see higher abandonment. Keep it focused.

Do I need to set gift product prices to $0 for the Free Gift Step?

No. The app automatically discounts Free Gift Step products to $0 at checkout. Keep your normal pricing on the products.

What if a customer closes the browser mid-build?

Progress is not saved between sessions. If a customer leaves and returns, they'll start from Step 1.