# Create Your First Bundle

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:

* For **Build Your Own Bundle**, enable the **Bundle Builder** app embed in **Online Store > Themes > Customize > App embeds**.
* For **Multi-Option Bundle**, add the **Multi-Option Bundle** app block to your product template in the theme editor.

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 app embed (BYOB) or app block (MOB) is set up in your theme.
* Discounts, if used, apply correctly at checkout.


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