Ready to take control and get exactly what you want? Our Build Your Own Box bundle lets you handpick your favorites and customize a box that fits your taste, your needs, and your lifestyle — no surprises, just what you love. Whether you're curating a gift or stocking up for yourself, this guide will walk you through setting it up in just a few easy steps.
Step-by-Step Guide: How to Build Your Own Box
Step 1: Select the Build Your Own Box Bundle
Navigate to the Kefi Bundle Builder dashboard.
Go to either the All category or the Bundle Builder category.
Find the Build Your Own Box option and click Select to begin setting up your bundle.
Step 2: Access the Bundle Builder Setup Sections
After selecting Build Your Own Box, you’ll be taken to the setup screen, which includes three main sections:
Content – Add bundle info, configure steps, set discounts, and customize text fields.
Design – Customize the look and feel of your bundle widget.
Advanced – Manage bundle visibility, upload bundle images, set scheduling, and apply customer targeting rules.
A live widget preview appears on the right side of the screen, so you can instantly see how your changes will appear to customers.
Content Tab:
1. Bundle Info
Add a clear and engaging title for your box. This title will appear on the review step of your bundle builder screen, so make it both descriptive and enticing to encourage completion..
Example: “Make Your Own Toy Box” or “Build Your Custom Gift Set
2. Configure Step
Now it’s time to define the structure of your bundle by creating steps for customers to follow.
Step 1: Add Step Info
Start by setting up the first step in your bundle flow. This typically represents a product category or choice group (e.g., "Choose Your Games").
You'll need to fill in the following fields:
Step Label – The name of the step shown to customers (e.g., Step 1: Choose Your Games).
Page Title (Optional) – A more detailed heading displayed at the top of the step page, if needed.
Page Subtitle (Optional) – A supporting subheading displayed below the page title to provide additional context or instructions.
Widget Icon – Upload an icon to visually represent this step (helps guide users through the selection process).
Add Page Banner – Select this option to upload a banner image that will be displayed at the top of the step page. You can upload separate images for Desktop and Mobile views to ensure optimal display across devices.
Step Flow
After configuring your step info, it’s time to define the contents and behavior of each step in the bundle. This is done through the Step Flow configuration.
1. Choose Step Type
You’ll begin by choosing the type of step you want to add. There are two primary options:
A. Add Product to This Step
Select this option to allow customers to choose products during this step.
Product Source Options:
Specific Products – Manually search for and select individual products.
Collection – Dynamically pull products from a selected product collection.
Once you’ve selected the product source, click Add Products to include them in the step.
B. Add Custom Field Input
Select this option if you want to collect custom information from the customer (e.g., names, gift messages, notes).
Steps to configure:
Select the Field Type:
Text Field – For short, single-line input.
Textarea – For longer, multi-line input.
Required Field Option:
Tick the checkbox if this field must be filled out before proceeding.
Untick it if it’s optional.
Field Details:
Field Title – The label that will appear above the input (e.g., “Add a gift note”).
Placeholder Text – Example text shown inside the input field to guide users.
If you need to collect multiple pieces of information, click Add Field to insert additional custom fields.
2. Step Conditions
Set rules that determine how many products a customer can or must select:
Max Product for This Step – The maximum number of products a customer can choose.
Exact Product for This Step – The customer must select this exact number of products.
Min Product for This Step – The minimum number of products the customer must select.
3. Tooltip Message
Tooltip Message – A custom message shown when the user hovers over the ‘Next’ button, if the required condition for the step is not met.
4. Show Variants as Individual Products
Tick this option to display each product variant (e.g., color, size) as a separate item in the selection.
5. Add More Steps
To create additional steps in your bundle flow, select Add Step and repeat the configuration process.
6. Add Free Gift Step (Optional)
You can include a free gift option as part of the bundle experience:
Click Add Free Gift Step.
Add the relevant products that will be offered for free.
These products will be marked as FREE at checkout.
Customers can select their preferred item(s) from the list.
You can define how many free gifts the user is allowed to choose.
7. Enable Substeps (Optional)
To create substeps within a main step, tick the Enable Substep option.
Once enabled, configure each substep with the following:
Substep Label – A name or title for the substep.
Choose Product Source – Select products from:
Specific Products
Collection
Add Products – Add the products to this substep.
Substep Conditions:
Max Product for This Substep
Exact Product for This Substep
Min Product for This Substep
Tooltip Message:
Displayed when hovering over the ‘Next’ button, if the condition is not satisfied.
Note: You can create multiple substeps by selecting Add More Substep.
Review Step
To give customers a final chance to review their selections before checkout, you can enable the Review Step.
Here’s how to set it up:
Review Label – Add a short label that will appear in the navigation (e.g., Review Your Box).
Page Title (Optional) – Add a more detailed title for the review page (e.g., Here’s What You’ve Picked!).
3. Discount
The next part of the content setup is configuring how discounts will be applied to the bundle. You can choose from multiple discount types depending on how you want to incentivize customers.
Select Discount Type
Choose one of the following options:
Percentage Discount
Apply a percentage off the total bundle price (e.g., 15% OFF).
Fixed Amount Discount
Subtract a fixed dollar amount from the total (e.g., $10 OFF).
Fixed Bundle Price
Set a single fixed price for the entire bundle, regardless of the total of the individual item prices (e.g., Get all for $49).
Without Discount
No discount is applied; products are simply grouped together as a custom selection.
Tier Discount
Apply tiered pricing based on quantity or value thresholds — ideal for motivating customers to buy more.
Configure Tier Discount
Once Tier Discount is selected, you can define discount tiers based on the number of items a customer adds to the bundle. Each tier allows you to control the discount type, value, and messaging.
Step-by-Step Configuration
1. Add Number of Items
Specify the minimum number of items a customer must add to the bundle for the tier discount to apply.
For example:
2 items
4 items
6 items
2. Select Discount Type
For each tier, choose one of the following discount types:
Percentage Discount – e.g., 10% off
Fixed Amount Discount – e.g., ₹100 off
3. Enable/Disable Tier Messages
Message Before Tier Completion (Optional)
Tick this option to show a dynamic message before the customer qualifies for a tier discount.
Use the following variables:
{noOfRemainingProducts} – Displays how many more products the customer needs to add to unlock the discount.
{discount} – Shows the discount they will receive (e.g., 10% off, ₹100 off).
Example message:
Add {noOfRemainingProducts} more to get {discount}!
Success Message After All Tier Completion (Optional)
Tick or untick this option to show or hide a success message after the customer qualifies for the highest tier.
4. Add More Tiers
Click Add Discount options to define additional discount levels.
Example Configuration:
Add 2 items → 10% off
Add 4 items → ₹200 off
Add 6 items → 25% off
4. Customize Text Fields
This section allows you to personalize all the text that appears on your bundle widget. Whether you're aligning the language with your brand voice or translating content for different regions, this gives you full control over the messaging.
You can customize text for key elements like:
Product Card
Selected Products Bar
Review Page
Bundle Ready Title
Order Summary Subtotal
Footer Text
Free Text
Once you've completed all the steps in the Content tab— click the Next button at the bottom of the page to move on to the Design tab.
Step 3: Design – Customize the Look of Your Bundle Widget
The Design tab allows you to tailor the visual appearance of your bundle widget so it aligns seamlessly with your store’s branding. A cohesive, branded design not only builds trust but also enhances the overall shopping experience.
1. Product Card
Fine-tune every visual aspect of your product cards to ensure they match your store’s look and feel.
General Settings
Background Color – Set the card background color.
Card Border Color – Customize the border color.
Image Height – Adjust image height within the card.
Image Display – Choose how and when images are displayed (e.g., desktop only, mobile only).
Product Card Desktop Size – Define the size of the card on the desktop.
Product Card Mobile Size – Define the size of the card on mobile.
Border Width – Control the thickness of the product card border.
Border Radius – Adjust the roundness of the card’s corners.
Title
Text Color
Size
Style (e.g., bold, italic)
Price
Product Price Color
Product Price Size
Product Price Style
Compare-at Price
Compare-at Price Size
Compare-at Price Style
CTA (Call to Action)
Background Color
Text Color
Size
Style
Variant Selector
Text Color
Size
Style
Image Popup
Customize the styling of the image preview popup:
Background Color
Text Color
2. Steps Page
This section lets you style the main navigation and layout for the bundle creation steps.
General
Bundle Widget Background Color
Font Family
Step Label
Text Color
Substep CTA
Background Color
Text Color
Page Title
Text Color
Size
Style
Page Subtitle
Text Color
Size
Style
Bottom Bar (Footer)
Background Color
Text Color
Size
Style
Navigation Buttons
Next Button
Background Color
Text Color
Previous Button
Background Color
Text Color
3. Review Page
Customize the final review experience before customers add the bundle to their cart.
Bundle Title
Text Color
Size
Style
Order Summary Card
Background Color
Order Summary Header & Total
Headers Text Color
Size
Style
Order Summary Rows
Rows Text Color
Size
Style
Edit Bundle CTA
Background Color
Text Color
Review Product Card
Product Border Color
Product Border Width
Product Border Radius
Image Border Color
Image Border Width
Image Border Radius
These comprehensive styling options ensure that your bundle widget blends perfectly with your storefront — offering a polished, branded, and intuitive shopping experience.
Now , click on the “Next” button to proceed to the next section .
After clicking the next you would be redirected to the next section that is “Advance”
Step 4: Advanced – Control Visibility, Scheduling & Targeting
The Advanced tab gives you powerful tools to manage how, when, and to whom your bundle is shown. This includes settings for bundle visibility, scheduling promotions, and targeting specific customer groups.
1. Bundle Visibility
Maximize engagement by making your bundle easy to find with a customizable Upsell Button that links directly to the bundle builder.
Add Upsell Button
You can place a Call-to-Action (CTA) button on various product pages to drive traffic to your bundle builder. Choose where the button appears:
All Products – Display the button across your entire catalog.
Specific Products – Show only on selected product pages.
Specific Collections – Show on product pages within specific collections.
No Product – Disable the upsell button entirely.
Offer Button Text
Enter custom text for the button (e.g., "Create Your Gift Box", "Build Your Bundle & Save").
Upsell Button Position
By default, the widget will appear below the Add to Cart button.
To change its position:
Open the Shopify Theme Editor.
Locate the bundle app block.
Drag and drop it to your preferred location on the product page layout.
You’ll get a dedicated Bundle Page link once the bundle is created - this is a standalone page generated by the Bundle Builder.
You can also embed this bundle manually on any page of your store via HTML. This allows you to display the bundle anywhere by placing the provided HTML tag directly in your theme file.
The system provides HTML code for both the Upsell Button and the Bundle Widget, and you can toggle between these options to choose which one you'd like to use.
2. Add Bundle Image
This image will appear on the product page created for your bundle. Upload a custom image that visually represents the overall theme or purpose of the bundle to make it more appealing to customers.
3. Product Settings
Customize how products are displayed and selected in the bundle builder.
Hide Out of Stock Products
Automatically exclude products that are no longer available.
Show Search Bar
Enable a search bar to help customers easily find products within the bundle.
Max Quantity Selection Per Product
Set a maximum limit for how many units of a single product can be added to the bundle.
Product Card Display Settings
Product Card Desktop Size
Choose how product cards appear on desktop:Small
Medium
Large
Product Card Mobile Size
Choose how product cards appear on mobile:Small
Medium
Large
Allow Pre-selected Products
Enable this option to pre-select specific products in the bundle.
Note:
Out-of-stock items won't be added.
If stock is limited, only the available quantity will be included.
The bundle will still function with the remaining available products.
Add Conditional Logic – Conditional Products
Use conditional logic to dynamically show or hide products based on customer selections.
If Selected Products Include:
Select product(s)
Then Hide These Products:
Select product(s)
To create more conditions, click Add Conditional Logic.
4. Checkout Settings
Control where customers are sent after completing their bundle:
Redirect to Checkout
Send users directly to checkout for faster conversions.
Redirect to Cart
Send users to the cart page to review their order before checkout.
5. Scheduling
Set active timeframes to control when the bundle is available.
Start Date
Start Time (Time zone: America/New_York)
Set End Date (Optional)
This is ideal for limited-time bundles, seasonal promotions, or flash sales.
6. Customer Targeting
Choose who can view and access the bundle:
All Customers – Make the bundle publicly available.
Specific Customer Segment – Restrict bundle visibility to a defined customer group or tag (e.g., VIPs, wholesale).
Step 5 Save Your Bundle
Once you’ve completed all sections—Content, Design, and Advanced—and reviewed your bundle setup, click the Save button at the top of the page.
Activate Your Bundle
After saving your bundle, the final step is to activate it so it becomes visible to your customers.
Click the Activate button at the top right of the screen to:
Make your bundle live on your store (based on visibility and scheduling settings).
Enable the upsell button (if configured) on selected product or collection pages.
Allow customers to start building and purchasing their custom box.
Preview: Show on Store
After activating your bundle, you can click Show on Store to preview how the bundle appears live on your storefront.
See Your Bundle Live in Action
Everything’s set! Now that your bundle is saved, activated, and previewed, you can see it live in action on your store. Watch how your customers interact with the bundle, personalize their selections, and enjoy a seamless shopping experience.
Need Help?
If you have any questions or need assistance, feel free to contact us:
Live Chat: Available via the Kefi Bundles app or website.
Email: [email protected]