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# 🚀 How to setup Build Your Own Bundle (BYOB)

Want to let your customers hand-pick the products inside their bundle instead of buying a fixed combo? 🛍️

That's exactly what the **Build Your Own Bundle (BYOB)** offer in Hoppy Bundles is designed for.

With BYOB, your customers can:

* 🧺 Pick products from the collections or products you allow  
* 🎯 Meet selection rules you define (e.g. "pick at least 3 items")  
* 💸 Unlock a discount once their bundle qualifies  
* 🛒 Add the whole bundle to cart in one click

The bundle appears as its own product page on your storefront, with a live bundle builder your customers can interact with ✨

---

# **🧠 How BYOB Works (Quick Overview)**

When you save a BYOB offer, Hoppy Bundles automatically does two things for you:

1. **Creates a Shopify product** for the bundle (using the Product URL, Title, Price, Description and Image you provide)  
2. **Creates a Shopify automatic discount** that applies your configured discount when the customer's bundle qualifies

Customers then visit that product page, build their bundle, and check out — the discount applies automatically when your rules are met 🎉

---

# **✅ Before You Begin**

Before starting the setup, make sure you have:

* 📦 The **products or collections** you want customers to pick from, already created in Shopify  
* 🖼️ A **banner image** for the bundle page (PNG, JPG or GIF, up to 5MB) — this is required  
* 🧮 A rough idea of your **selection rules** (how many items customers must pick, and from where)  
* 💰 A rough idea of your **discount** (optional — BYOB works without a discount too)

💡 Planning your rules first makes the setup much faster — the whole flow only takes a few minutes once you know what you want ⚙️

---

# **🛠️ Step 1 — Create a New BYOB Offer**

Open the **Hoppy Bundles** app and go to the offer creation page.

On the **Select Offer Type** screen, find the card:

**BYOB (Build Your Own Bundle)** → *"Let customers build their own bundle"*

Then:

→ Click **Create BYOB** to open the BYOB setup page.

Once selected, the setup page opens automatically with a **live preview** on the right side — every change you make updates the preview in real time 👀

---

# **📝 Step 2 — Configure Bundle Info (General Tab)**

You'll first land inside the **General** tab. The **Bundle Info** section controls what customers see on the bundle page.

---

## **🔗 Product URL**

This is the URL handle of the Shopify product that Hoppy Bundles creates for your bundle.

* Only lowercase letters, numbers and hyphens are allowed  
* Example: `build-your-bundle` → your bundle page becomes `/products/build-your-bundle`

💡 Choose a short, memorable handle — customers can visit this URL directly, and you can link to it from menus, emails or ads.

---

## **🧩 Template**

This setting controls the layout of the bundle builder on the page.

There are 2 available templates:

* **Shelf Pick** → Customers browse products and "pick from the shelf", with a sticky bar tracking how many items they still need  
* **Split Select** → A split layout with the bundle image on one side and the product selection on the other

Switch between them and check the **live preview** to see which one fits your store best ✨

---

## **🏷️ Title**

The main heading customers see on the bundle page.

### **Example**

* Build Your Own Bundle  
* Create Your Snack Box  
* Mix & Match Your Skincare Set

---

## **📌 Sticky Bar Text**

This text appears in the sticky bar that tracks the customer's progress while they pick products.

You can use the dynamic variable:

`{target}` → automatically replaced with the total number of items the customer needs to select

### **Example**

"Need at least {target} from this group"

ℹ️ By using `{target}`, the message stays correct even if you change your selection rules later.

---

## **🔘 Button Texts**

Two button labels can be customised:

* **Button Text** → The main call-to-action button (default: *"Add Bundle to Cart"*)  
* **Product Card Button Text** → The small button on each product card (default: *"Add"*)

---

## **💰 Price**

Sets the base price of the Shopify product created for this bundle.

You can enter:

* A **fixed price** → e.g. `5000`  
* A **price range** → e.g. `3000-5000`

ℹ️ The actual amount customers pay is calculated from the products they pick plus your discount — this field is the price shown on the bundle product itself. When a range is entered, the first value is used as the product price.

---

## **📝 Description**

A rich text description for the bundle page. Use it to explain the offer to customers.

### **Example**

"Pick any 3 products from our bestsellers and get 20% off your bundle\! 🎁"

---

## **🖼️ Media (Required)**

Upload the main image shown on the bundle page.

* Click the upload area or drag & drop an image  
* Supported formats: **PNG, JPG, GIF up to 5MB**  
* Use **Change** or **Remove** to replace an existing image

⚠️ **Important**:

The bundle image is **required**. You won't be able to save the offer without uploading one.

---

# **🎯 Step 3 — Set Up Product Selection Logic**

Now move to the **Product Selection Logic** tab.

This is the heart of BYOB ❤️ — here you define **what customers must pick** for their bundle to qualify.

---

## **📦 Bundle Conditions**

Each condition defines one selection rule:

**Select → At least → \[Quantity\] → From → \[Collection or Products\]**

### **Example**

* At least **3** from collection **"Bestsellers"**  
* At least **2** from products **"T-Shirt A, T-Shirt B, T-Shirt C"**

A customer must satisfy **all conditions** before they can add the bundle to cart.

---

## **🛒 Choosing Products or Collections**

For each condition:

1. Set the **Quantity** customers must pick  
2. Choose **From → Collection** or **From → Product**  
3. Click **Select Collections** or **Select Products** to open the Shopify picker  
4. Pick one or more items — they appear as removable tags below the button

⚠️ **Important**:

Every condition must have at least one collection or product selected — otherwise the offer cannot be saved.

ℹ️ Switching between **Collection** and **Product** clears the current selection for that condition, so pick your type first.

---

## **🔢 Product Display Order**

When using a **Collection**, products appear in the collection's sort order.

ℹ️ You can change the display order in **Shopify Admin → Products → Collections → \[Your Collection\] → Products → Sort by**.

---

## **🔍 Add Filters (Optional)**

Enable **Add filters** on a condition to fine-tune which products customers see:

* **Show Tags (comma separated)** → Only show products with these tags  
* **Hide Tags (comma separated)** → Hide products with these tags

### **Example Use Cases**

* Show only products tagged `bundle-eligible`  
* Hide products tagged `sold-out` or `excluded`

---

## **➕ Adding More Conditions**

Click **\+ Add more conditions** to create additional selection rules.

### **Example**

* Condition 1 → At least 2 from collection **"Shirts"**  
* Condition 2 → At least 1 from collection **"Accessories"**

This forces customers to build a mixed bundle across both groups 🎽🧢

ℹ️ The delete icon on a condition only appears when you have more than one condition — at least one condition is always required.

---

# **💸 Step 4 — Configure the Discount (Optional)**

Back in the **General** tab, scroll to the **Discount** section.

If you don't want any discount, leave the **Type** as **No Discount** and skip to the next step — BYOB works perfectly fine without one.

---

## **🏷️ Discount Type**

There are 5 available options:

| Discount Type | Description |
| ----- | ----- |
| No Discount | Bundle builder only, no discount |
| % Discount | Percentage off (e.g. 25% off) |
| Flat Discount | Fixed amount off the bundle (e.g. ₹500 off) |
| On Each Unit Flat Discount | Fixed amount off **per item** (e.g. ₹50 off each) |
| Specific Price | Set an exact final price for the bundle |

Once you pick any type other than **No Discount**, a **Discount value** field appears — enter the number there.

---

## **⚖️ Discount Based On**

ℹ️ This section only appears when a discount type is selected.

It controls **when** the discount becomes active.

---

### **💰 Cart Total Amount**

The discount applies once the total value of the items in the bundle reaches a minimum amount.

Set the threshold in the **Minimum cart value** field.

### **Example**

* Bundle total reaches ₹3000 → 10% OFF applies

⚠️ **Please note**:

Cart value is always evaluated **before** any discounts are applied. The minimum cart value check does not consider order-level discounts (e.g. a percentage off the whole cart).

---

### **🛒 Product Quantity**

The discount applies once the customer has picked a minimum number of items.

* Set the threshold in the **Minimum quantity** field  
* Optionally enable **Count only unique products** so repeated quantities of the same product don't count

### **Example with Count Only Unique Products**

* Product A × 3 → counted as **1** product  
* Product A \+ Product B → counted as **2** products

This is useful when you want customers to explore different products instead of stacking the same one 🛍️

---

# **🔄 Step 5 — Discount Combinations**

Below the Discount section, the **Enable Discount Combination** card controls whether your BYOB discount stacks with other discounts at checkout.

* **Order discounts** → Allow combining with order-level discounts  
* **Shipping discounts** → Allow combining with shipping discounts

ℹ️ BYOB discounts always combine with other product discounts by default.

---

# **🎨 Step 6 — Design, Translation & Extras (Optional)**

These sections are fully optional during setup — the defaults look great out of the box ✨

* **Design tab** → Customise fonts, colours, typography and button styles of the bundle builder. See the dedicated Design & Styling doc for details.  
* **Translation** → Translate bundle texts into your store's other languages.  
* **Multiple Markets** → Adjust the offer for specific markets.  
* **Custom Note Options** → Enable **Add note field** to show customers a pop-up for a custom note after they add the bundle to cart 🗒️

---

# **✅ Step 7 — Save & Publish**

Once everything is configured:

1. Click **Save** in the save bar at the bottom  
2. Click **Publish** in the top-right corner ⚠️ **Important**:

A new BYOB offer is always saved as a **Draft** first. The **Publish** button becomes available only after the first save.

When you hit **Save**, Hoppy Bundles automatically:

* 🛍️ Creates (or updates) the Shopify product for your bundle — visible in **Shopify Admin → Products**  
* 💸 Creates the automatic discount — visible in **Shopify Admin → Discounts**

When you hit **Publish**, the bundle product goes **Active** and the discount turns **on** — your BYOB page is now live 🚀

💡 You can **Unpublish** at any time to take the bundle offline without deleting it, and use **Duplicate** to clone an existing BYOB offer as a starting point for a new one.

---

# **⚠️ Important Notes**

* 🖼️ **Media image is required** — saving fails without it  
* 🎯 **Every condition needs a selection** — at least one collection or product per condition  
* 🧺 **Customers must satisfy all conditions** before the Add Bundle to Cart button activates  
* 🗑️ **Deleting a BYOB offer also deletes** its linked Shopify product, discount and uploaded image — this cannot be undone  
* 🔗 Don't manually delete the auto-created bundle product in Shopify Admin unless you're removing the offer — Hoppy Bundles recreates it on the next save if it's missing

---

# **🎉 Final Result**

Once published successfully:

✅ Customers get a dedicated bundle page on your storefront ✅ They pick products based on your rules with live progress tracking ✅ The discount applies automatically once the bundle qualifies ✅ The whole bundle is added to cart in one click ✅ Average Order Value improves as customers build bigger bundles ✨

A well-configured BYOB offer turns shopping into an interactive experience — customers love building their own combos 🚀