Setting up a Bundle Flow (getting started with first bundle)

Following is the video followed by steps in creating your first bundle builder on the Easy Bundle Builder app

Before configuration, the system requires specific selections to determine the architecture of the bundle.

Select Bundle Experience:
- Landing Page Bundle Builder: Creates a dedicated page for the building experience.
- Product Page Bundle Builder: Integrates the builder into the standard product discovery flow on the store.
Select Flow Structure:
- Single-Step: Users select items from one interface (can include multiple categories/filters). Used for bulk buying (e.g., "Box of 6").
- Multi-Step: Users follow a sequence (e.g., Step 1: Choose Bag -> Step 2: Choose Accessories).
Creation Process:

1. Click Create Bundle.
2. Select the Template based on the chosen experience (Landing Page vs. Product Page).
3. Select the Design.
4. Input a Name.
5. Click Create.

- Backend Logic: Upon clicking Create, the system automatically generates a Virtual Parent Bundle Product. This product entity allows the bundling technology to function within the store's inventory and checkout systems.

The builder is organized by Steps, which contain Categories, which contain Products.

Configuring Step 1:
- Category Setup: Category One is created by default. Users must select specific products to populate this category.
- Adding Categories: Users can add additional categories within the same step (e.g., "Savory" and "Sweet" in Step 1).
- Renaming: Step names and Category names can be edited directly in the interface.
Adding Subsequent Steps:
- Method A: Click Add Step to create a blank step.
- Method B: Click Clone on an existing step to duplicate its structure and settings.

Rules dictate the valid combinations required for a customer to proceed or complete the bundle.

Step-Level Rules: These apply to the total product count within a specific step.
- Logic: IF the user selection < [Minimum Requirement], THEN the "Next" button is disabled or triggers an error.
- Example: Require the customer to select at least two products total in Step 1.
Category-Level Rules: These apply to specific categories within a step.
- Logic: IF the user selection in [Category A] does not equal [Specific Requirement], THEN the user cannot proceed.
- Example: Require the customer to select exactly one product from Category 1 and one product from Category 2.

Discounts are configured to incentivize higher volume purchases.

Enable the Discounts and Pricing section.
Select the Discount Type Fixed amount, Percentage and Fixed price bundle (e.g., Percentage Off).
Define Tiered Rules:

- IF [Product Count] = 2, THEN apply [5%] off.
- IF [Product Count] = 4, THEN apply [10%] off.
- IF [Product Count] = 6, THEN apply [15%] off.

Visual customization allows the builder to match brand identity.

Trigger: Clicking Preview Bundle for the first time prompts the design selection wizard.
Design Selection:
- Choose a specific layout template for the Landing Page or Product Page.
Element Customization:
- Brand Colors: Define primary and secondary colors.
- Styling: Adjust corner styles (rounded/square), font sizes, and other visual elements.
Editability: All design elements can be edited post-creation via the design settings.

Virtual Product Dependency: The system relies on the Virtual Parent Bundle Product created at initialization. Deleting or altering this product in the store backend outside of the App may break the bundle functionality.
Rule Conflict/Blocking:
- IF a Category Rule limits selection to "Exactly 1," the system prevents adding a second item from that category (the add action is blocked).
- IF a Step Rule requires "Minimum 2 items," and the user selects only 1, the system blocks the transition to the next step.
Skip Logic: IF a user attempts to skip a step that has minimum requirements, the system displays an error message detailing the missing criteria (e.g., "You need to add at least one more product").

Updated on: 04/12/2025

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