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Bundles

Shopify Checkout integration Recharge Checkout on Shopify
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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.

Platform:
  • Recharge Checkout on Shopify
  • Shopify Checkout Integration

Before you start

  • Fixed price Bundles are available as an add-on to the Standard plan and included with the Recharge Pro plan. The Bundles SDK, API endpoints, and Dynamic bundles are only available on the Pro plan. You can enable Bundles with a 30-day free trial by going to Products then selecting Bundles in the merchant portal.

  • There are a few limitations to using Bundles. Refer to the following limitations to learn more:
    • Multi-currency - Bundles are not compatible with multi-currency orders.
    • Local delivery/pickup - Bundles are now compatible with local delivery and pickup orders if a merchant has Local Delivery and Pickup enabled on their store.
    • 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.
    • Partial order fulfillment - Bundles are currently not compatible with the partial order fulfillment feature. 

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

Note: It is recommended to configure fallback contents for any bundles used with workflows to ensure default selections are available if the customer does not configure their bundle.

Tags

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

Compatibility

The following features are compatible with Bundles:

Feature

Notes
Discounts You can offer subscription discounts and use discount codes with Bundles.
Theme Engine

The customer portal bundles widget automatically displays on bundle subscriptions on the following customer portal themes:

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 individual products as line items and affect product inventory accordingly. If a bundle selection is out of stock, it will not be available on the product details page or customer portal for new subscribers.

However, if a selection in an existing 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 are compatible with 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 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. 

Dynamic bundles are partially compatible with Workflows, with some limitations. Note the following: 

  • Using swapping workflows will not work on checkout and will only work on recurring order triggers.

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 for 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. 
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