Create Your First Bundle

Step-by-step guide to creating your first bundle in Elite Bundle Builder, including naming, product selection, discounts, preview, and launch checklist.

This guide walks through creating a bundle from the app dashboard.

Step 1: Start a New Bundle

1. Open Elite Bundle Builder in your Shopify admin.
2. Click Create bundle.
3. Choose the bundle type you want to create.

For most stores, Build Your Own Bundle is a good starting point because it gives customers a guided step-by-step buying experience. Multi-Option Bundle works well when you want to sell a fixed kit with variant choices.

Step 2: Name the Bundle

Choose a clear customer-facing name, such as:

• Build Your Skincare Routine
• Create Your Snack Box
• Complete the Look
• Make Your Own Gift Set

Avoid internal names like "Bundle Test 1" unless the bundle is staying in draft.

Step 3: Add Bundle Steps or Options

The next step depends on your bundle type:

• Build Your Own Bundle: Add steps. Each step is one decision the customer makes (for example, "Choose your cleanser" or "Pick your drink").
• Multi-Option Bundle: Add options. Each option is a product group the customer chooses from (for example, "Jacket" or "Trousers").

Keep the first bundle simple. Two or three steps or options are usually easier to test than a long flow.

Step 4: Choose Products or Collections

For each step or option, choose whether customers select from specific products or a collection.

Use products when:

• You want strict control over exactly what appears.
• The bundle is seasonal or limited.
• You only have a few choices.

Use collections when:

• You restock or rotate products often.
• New products should appear automatically.
• You want easier long-term maintenance.

Step 5: Set Advanced Rules

Open the advanced settings on each step or option to control how customers can select products.

Available advanced rules include:

• Limit selection quantity
• Set minimum quantity
• Set maximum quantity
• Allow only one of each product
• Show variants as separate products

Use quantity limits to control how many items customers can choose.

Examples:

Bundle	Step	Suggested rule
Skincare routine	Choose cleanser	Min 1, max 1
Snack box	Pick snacks	Min 3, max 8
Outfit builder	Choose accessories	Min 0, max 3

If a step or option is required, set the minimum quantity to at least 1.

Step 6: Configure Discounts

Open the Discount section to add bundle discounts. Discounts are optional, but they can encourage customers to add more items.

Common discount setups include:

• Percentage off after a customer selects a certain number of items
• Fixed amount off after the bundle reaches a cart value
• A fixed bundle price for qualifying selections
• A per-item discount for larger bundles

Example:

Customer selects	Discount
3 items	5% off
5 items	10% off
8 items	15% off

Discounts apply automatically at checkout when the customer qualifies. Customers do not need to enter a discount code.

Step 7: Save and Preview

Save the bundle, then use the view or preview action from the bundle dashboard. If you are still testing, keep the status as Unlisted and share the direct preview link internally.

Make sure your theme integration is set up:

• Enable the Elite Embed Core app embed in Online Store > Themes > Customize > App embeds.
• For Multi-Option Bundle, optionally add the Multi-Option Bundle app block only if you want to position the selector in a specific product-page area.

Without it, the bundle page will not load the bundle experience even if the bundle status is Active or Unlisted.

Launch Checklist

Before publishing, confirm:

• The bundle name is customer-friendly.
• Every step or option has products or a collection.
• Required steps or options have minimum quantities.
• Product images and variant options look correct.
• The Elite Embed Core app embed is enabled in your theme.
• Discounts, if used, apply correctly at checkout.