Bundles

Bundles allow you to bundle multiple products to create a "build-your-own-box" experience. You can customize the subscription settings to offer bundles as one-time products and/or subscriptions, and include add-ons or extras. You can create boxes with fixed items, or provide customers with the ability to customize their boxes.

Before you start

Bundles are available on the Recharge Pro plan. If you are interested in enabling Bundles please fill out the Sales form.

Bundles use cases

Bundles are compatible with Shopify stores only, for merchants that want to offer either a customizable “build-your-own-box” experience or a fixed bundle with pre-selected items. You also have the ability to offer add-ons or extras to the first delivery only, or for all subsequent deliveries.

Bundle types

• Customizable-Fixed - Customers choose the products in their bundle at purchase and they can change their selections afterward. The price of the bundle is fixed regardless of what products the customer adds. 

• Customizable-Dynamic - This feature is currently in Early Adopter status. Customers choose the products in their bundle at purchase and they can change their selections afterward. The price of the bundle is dynamic and changes depending on the products the customer adds. 

• Preset - All customers get the same present products in the bundle. 

• Customizable (subscribers-only) - Customers all get the same products in their first delivery, but can change their bundle products for future recurring orders. 

Example use cases

• A meal plan box where a subscriber can select the meals they will receive each week while paying the same static price.
• A wine company with a wine club that offers a bundle of three, six, or nine wine bottles, providing a discount for purchasing several bottles at one time. This could be a fixed bundle, with pre-selected wines, or the merchant can give the customer the option to customize the bundle by selecting their preferred wine.

Tags and compatibility

Tags

All Bundles orders are tagged with Bundle. Orders using fallback contents are tagged with Preset-Bundle for easy identification

Compatibility

These features are compatible with Bundles:

• Discounts - You can offer a discount to subscribers and use discount codes with Bundles.
• Theme Engine - The customer portal bundles widget automatically displays on bundle subscriptions on the following customer portal themes:
  • Novum, Prima, or Affinity
  • Multiple Payment Method Novum Theme Engine theme v4.2.0 or above -
  • Single Payment Method Novum Theme Engine theme v5.0 or above
  • If you are using an older version of the Recharge Theme Engine, you must add the bundle code manually. 
• Translations - Bundles translations are adjusted by clicking Storefront and selecting Translations in the merchant portal. 
  • Select the Bundles Widget tab on the Translations page to update the widget translations. 
  • Select the Customer Portal - Themes tab and expand the Bundle Management section to update the customer portal language.
• RechargeSMS - Customers can use RechargeSMS to update the main bundle product. However, customers must then update bundle contents through the customer portal. Review bundled subscriptions in the RechargeSMS product guide for more information.
• Inventory - All Bundles-related orders contain the individual products as line items and will affect inventory accordingly. If a bundle selection is out-of-stock, it will not be available in the Bundles widget on the PDP or customer portal. However, if a selection in a subscriber’s bundle is out of stock it will still be processed and added to the order. To prevent this from happening, we recommend exporting your bundle contents to assist with inventory planning and using the bulk swap function to swap out the out-of-stock product for all active subscribers.
• Workflows - Preset bundles Workflows. Customizable bundles are partially compatible with Workflows, with some limitations. Note the following about using Workflows with customizable bundles: 
  • If you use a workflow to swap a subscription product (both regular and bundle subscription products) to a customizable bundle, the contents are not carried over. In this scenario, the customer must log into their customer portal and make bundle selections prior to the charge date. It is recommended to use fallback contents for all bundles to prevent empty bundle orders.
  • You can use a workflow to swap a customizable bundle to a regular subscription.
  • In general, Workflows will not impact individual bundle contents. Workflows can swap to or update the parent bundle product but content selections will still need to be made through the customer portal. 
  • The following workflow use cases are commonly used with Bundles:
    • Product swap workflows - With this workflow, you can swap the parent bundle product for another parent bundle product. For example, you sell a coffee starter kit bundle and would like to swap the starter kit for a replenishment bundle after the first charge. In this case, you can use a product swap workflow to swap the parent bundle products. You cannot swap individual items in a bundle with a product swap workflow.
    • Free shipping workflows - With this workflow, you can offer free shipping to customers who purchase bundles. For example, you may want to offer free shipping for bundle customers to incentivize them to purchase a bundle instead of a one-time purchase or regular subscription.  
    • Price change workflows - Price change workflows use the same logic as free trial workflows. With these types of workflows, you can offer discounted first-time bundle products and use a workflow to change the bundle's price after the first charge. 

Limitations

There are a few limitations to using Bundles. Refer to the following limitations to learn more:

• Multi-currency - Bundles is not compatible with multi-currency orders because Shopify does not allow order editing for orders placed in a non-local currency.
• Local delivery/pickup - Bundles is not compatible with local delivery/pickup orders because Shopify does not allow order editing for local delivery/pickup orders.
• Customer portal location: Hosted by Recharge - The Bundles customer portal widget is only compatible with customer portals that are embedded in the storefront. See Understanding the customer portal for more information.
• Draft orders - Draft orders and any other orders placed outside of Shopify's Online Store sales channel are not supported.
• Third-party applications - Most third-party applications are compatible with Bundles if the app doesn’t modify the add-to-cart behavior or impact fulfillment. We recommend running a test bundle order to ensure the third-party app is compatible.