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 a build-your-own bundle, each step draws from either specific products or a collection.

For a multi-option bundle, each option uses products only — either several products for the customer to choose between, or one product presented through its own Shopify options.

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 Rules

Open the Config tab, then Rules, to control how customers select. The page lists every step; open one to configure it.

Available rules:

• Limit how many items shoppers pick — a minimum and maximum for the step
• One of each product only
• Mark items as a gift

The same page sets whole-bundle limits and an option to stop customers at the top discount tier.

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	Limit off

To make a step optional, leave its limit turned off — customers can then skip it. Once the limit is on, the minimum is at least 1.

Multi-option bundles have no Rules page: each option always takes exactly one item.

Step 6: Configure Discounts

Open the Offer tab, then Discount Offer. Discounts are optional, but they 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 target 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 with the save bar at the top of the editor, then use View live in the editor or the view action on the dashboard. If you are still testing, keep the status Unlisted and share the direct 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.