Creating a bundle

You create and manage bundles in the BundleM8 app. Everything else about the bundle product, such as its description, images, collections and availability, is managed in your Shopify admin like any other product. This avoids handling the same product information in two places.

Create the bundle

1. In BundleM8, open Bundles and select Create bundle. You can also select Create bundle on the dashboard.
2. Fill in the bundle product settings.
3. Select Save.

BundleM8 creates the bundle's product in Shopify as a Draft, using your default theme template, and opens the bundle editor. You need to save the bundle before you can add products to it.

Bundle product settings

These settings are at the top of the bundle editor, under Bundle product settings.

Title

The bundle's name. It's the product title in your Shopify products list and on your storefront. The title stays in sync between BundleM8 and Shopify: change it in either place and the other updates.

SKU

An optional SKU for the bundle product. Like the title, it stays in sync with Shopify.

Auto sync prices

Keeps each product's price in the bundle in step with its price in Shopify. When a product's price changes in Shopify, BundleM8 updates it in this bundle too.

Products you've given a custom price in the bundle aren't synced, so your custom price stays in place. See Pricing and discounts.

Bundle-wide discount

Applies the same discount to every product in the bundle. When this is on:

• Auto sync prices is turned on and can't be turned off, so the discount is always worked out from current Shopify prices.
• You can't set custom prices for individual products.

Choose discount type

Shown when Bundle-wide discount is on.

• Percentage: takes a percentage off each product's price.
• Fixed amount: takes an amount of money off each product's price.

Discount amount

The size of the discount. It's applied to each product in the bundle, not to the bundle total.

• Percentage: a percentage, for example 15 for 15% off each product.
• Fixed amount: an amount in your store's currency, for example 2.00 to take $2.00 off each product.

Add groups and products

Products in a bundle are organised into groups. Each group is shown to customers as a separate section of the bundle form, with its own title and rules.

• Product groups hold products. Products can be fixed (always included) or optional (the customer chooses), and you set how many optional products the customer must choose.
• Condition groups ask the customer a question, such as "Which grind?", and show different groups depending on the answer.

Select + Add product group or + Add condition in the bundle editor to add one. A bundle needs at least one group with at least one product before customers can buy it.

The bundle editor

List view and tree view

Switch between two views of your bundle at the top of the editor:

• List view shows each group as a card, where you add and edit products, branches and settings.
• Tree view shows the whole bundle at a glance, including nested groups and condition branches, with each group's rules (for example "Pick exactly 3" or "3 products included").

Bundle summary

The bundle summary updates as you edit and shows:

• Unique combinations: how many different bundles a customer could put together.
• Linked variants: how many different product variants the bundle uses, out of your plan's limit.
• Highest price and Lowest price: the most and least a customer could pay for this bundle.

If the bundle uses more linked variants than your plan allows, a Variant limit exceeded warning appears and the bundle can't be saved until you remove products or upgrade your plan.

Preview form

Select Preview form to see the storefront bundle form for your current, unsaved changes. The preview uses the real storefront form with your appearance settings, so you can check groups, rules and prices before saving. It always uses the list layout.

Saving changes

Changes in the bundle editor aren't live until you select Save. If you try to leave the page with unsaved changes, BundleM8 asks you to confirm.

When you save, BundleM8 checks that:

• Every group has a title.
• Every product group has at least one product.
• Every condition group has at least one branch.

Groups with problems are highlighted so you can fix them. Your storefront is updated a few moments after saving.

Publish the bundle

New bundles are created as Draft products and are published to your Online Store sales channel automatically. When you're ready to sell the bundle:

1. In the bundle editor, select View Shopify product.
2. In Shopify, set the product's Status to Active.
3. Add a description, images and anything else your product pages need, then save.

Make sure the product uses your bundles template so the bundle form appears. See Theme setup.

Duplicate a bundle

To copy a bundle, open it in the bundle editor and select Duplicate product under Quick actions.

The copy is called "Bundle title (Copy)" and has the same groups, products, branches and pricing. It's created as a Draft product, so you can make changes before setting it live. Product details managed in Shopify, such as the description and images, aren't copied.