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Build Your Own Box : Set up Guide

Shivam Tiwari avatar
Written by Shivam Tiwari
Updated this week

Build Your Own Box: Set Up Guide

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

Follow these simple steps to create your perfect custom bundle in minutes.

Step 1: Select the Build Your Own Box Bundle

  1. Navigate to the Kefi Upsells dashboard.
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  2. Go to either the All category or the Bundle Builder category.
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  3. 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.
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  • Design – Customize the look and feel of your bundle widget.
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  • 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).
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  • Page Title (Optional) – A more detailed heading displayed at the top of the step page, if needed.
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  • Widget Icon – Upload an icon to visually represent this step (helps guide users through the selection process).

Products and Fields

After setting up your step info, you can choose between two options for each step: Products and Fields. Add products your customers can choose from, or use fields to collect custom input such as text, selections, or preferences..

Add Products

  1. Under the Add Product section, choose the product source:
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    • Specific Products – Manually select individual products.
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    • Collection – Pull products dynamically from a specific collection.
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  2. In this example, we’re using the Specific Products option:
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    • Click Add Product.
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    • Search for and select the products you want to include in this step of the box.

Add Fields

You can add custom fields to collect extra information from your customers—like personalized messages, gift notes, or special instructions.

Custom Field 1: Add a Message Field

  1. Click on Add Field.
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  2. Choose the Field Type:
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    • Text Field – For short, single-line inputs (e.g., name, short message).
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    • Text Area – For longer, multi-line inputs (e.g., gift note, instructions).
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  3. Enter the following details:
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    • Field Title – This will appear as the label (e.g., Add a gift message).
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    • Placeholder Text – Guide customers with example text

Set Step Conditions

Step conditions let you control how many products a customer can or must select within this step. This helps guide the bundle-building process and ensures the bundle meets your requirements.

You can set one or both of the following conditions:

  • Minimum Products from This Step – Set the minimum number of products a customer must choose to proceed.
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  • Maximum Products from This Step – Set the maximum number of products a customer can choose in this step.

Add More Steps (If Needed)

If your bundle includes multiple product categories or selection stages, you can easily add more steps.

To do this:

  • Click on the Add Step button.
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  • Repeat the same process:
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    • Set the Step Label, Page Title (optional), and Widget Icon.
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    • Add Products, configure any Fields, and set Step Conditions as needed.

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).
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  • 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 price (e.g., 15% OFF).
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  • Fixed Amount Discount – Subtract a fixed dollar amount from the total (e.g., $10 OFF).
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  • Fixed Bundle Price – Set a single price for the entire bundle, regardless of item totals (e.g., Get all for $49).
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  • Without Discount – No discount is applied; just group the products together as a custom selection.

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 perfectly with your store’s branding and layout. A cohesive, branded design helps build trust and makes the shopping experience more enjoyable.

1. Color Customization

This section gives you complete control over the widget’s color scheme. You can personalize:

Background Colors – Adjust the background color of :

  • Bundle Widget

  • Product

  • Selected Products Bar

  • Product Card Cta

  • Edit Bundle Cta

  • Order Summary

  • Next Button

  • Previous Button

Text Colors – Customize the color of key text elements such as:

  • Bundle Title

  • Steps Label

  • Page Title

  • Product Name

  • Product Price

  • Compared Price

  • Variant Selector

  • Selected Products Bar

  • Product Card Cta

  • Edit Bundle Cta

  • Order Summary Headers

  • Order Summary Rows

  • Next Button

  • Previous Button

Border Colors – Set the border color around:

  • Product

  • Review Product

  • Product images

These styling options ensure your bundle widget feels like a natural extension of your storefront—visually consistent and professionally branded.

2. Typography

Typography plays a key role in maintaining brand consistency and improving readability. In this section, you can customize the font family, size, and style of various text elements within the bundle widget to match your store’s overall look and feel.

You can adjust typography settings for the following elements:

  • Bundle Title

  • Step Page Title

  • Product Name

  • Product Size

  • Compared Price (original price before discount)

  • Variant Selector

  • Order Summary Header

  • Product Card CTA Text (e.g., "Add" or "Select")

3. Border

The Border settings let you fine-tune the shape and style of key visual elements within the bundle widget. This helps ensure your widget matches the overall design aesthetics of your store—whether you prefer sharp edges or soft, rounded corners.

You can customize:

  • Border Width – Adjust the thickness of borders for a more bold or subtle appearance.
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  • Border Radius – Control the roundness of corners for a modern or minimalistic look.

These settings apply to elements such as:

  • Product Card

  • Review Product Card

  • Review Product Image

  • Add To Cart Button

4. Product Image

This setting lets you control how product images appear within the bundle widget. You can:

  • Choose the image size: Small, Medium, or Large depending on your layout preference.

  • Set the display visibility: Show images on Desktop/Mobile, Desktop only, or hide them completely (None).

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.
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  • Specific Products – Show only on selected product pages.
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  • Specific Collections – Show on product pages within specific collections.
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  • 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").

Offer Button Position

Choose where the upsell button appears on the product page:

  • Below Add to Cart (Default)

  • Above Add to Cart

  • Below Custom Element

  • Above Custom Element

Bundle Builder Link

You’ll also receive a direct link to your bundle builder page.

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.

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).
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  • Enable the upsell button (if configured) on selected product or collection pages.
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  • 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:

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