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  4. What is Build Your Own Box & How it works : A Complete Overview

What is Build Your Own Box & How it works : A Complete Overview

Raunak rana
Written by Raunak rana

In a world where personalization drives purchasing decisions, giving customers the ability to curate their own product bundles can be a game-changer. The Build Your Own Box (Bundle Builder)  allows shoppers to mix and match items based on their preferences—whether it's choosing favorite flavors, assembling themed gift sets, or crafting the perfect outfit. This interactive shopping experience not only delights customers but also boosts average order value and reduces product returns.

From picking out a custom toy box filled with games, crafts, and surprises to designing a personalized spa gift set with soaps, lotions, and candles—the Build Your Own Box tool transforms a standard shopping journey into a fun, engaging experience tailored to individual needs.

Use Case: Build Your Own Box for Personalized Shopping

Offering a Build Your Own Box option helps merchants stand out in a crowded market by:

  • Enhancing customer experience: Shoppers love having control and flexibility. Customizing their bundles makes the purchase more meaningful and satisfying.

  • Increasing average order value (AOV): Strategic bundle discounts encourage customers to buy more to unlock savings.

  • Reducing inventory waste: Promote underperforming items by including them in bundle choices.

  • Improving customer retention: A personalized experience keeps customers coming back for more.

  • Creating upsell opportunities: Suggest premium options within bundles to boost revenue.

Key Features of the Bundle Builder

Here are the standout capabilities that make this feature so effective:

  • Flexible Product Grouping: Choose how products are grouped—by category (e.g., games, crafts), product type (e.g., tops, bottoms), or occasion (e.g., birthdays, holidays).

  • Item Limits & Requirements: Set rules like “Pick 3 games, 2 crafts & 1 surprise toy” to guide customers through the selection process.

  • Automatic Discounts: Apply bundle pricing (e.g., 15% off or buy 6 and save) when a customer meets specific selection criteria.

  • Dynamic Preview: Show customers what’s in their box as they build it, keeping the experience transparent and interactive.

  • Inventory Syncing: Real-time inventory updates ensure that only available products are shown and prevent overselling.

  • Mobile-Optimized Design: Seamless shopping experience across all devices, especially important for mobile-first shoppers.

Now that you understand what the Build Your Own Box (Bundle Builder) is and why it’s beneficial, let’s walk through how you can set it up.

How to Setup your Build your own Box (Bundle Builder)

Step 1: Select the Build Your Own Box Bundle

  1. Navigate to the Kefi Bundle Builder dashboard.

  2. Go to either the All category or the Bundle Builder category.

  3. Find the Build Your Own Box option and click Select to begin setting up your bundle.

Select Layout and Template

After selecting the Build Your Own Box bundle type, you will land on the Choose a template screen where you will define the bundle's appearance and functionality.

1. Choose Layout

First, decide where the bundle selector will appear on your product page by choosing one of the two main layout options:

  • Footer Layout ⬇️: The bundle selector will appear at the bottom of the page or in a dedicated section below the main product details.

  • Sidebar Layout ⬅️: The bundle selector will be placed in a fixed or scrolling sidebar, often next to the main product image and description.

Tip: Click Preview next to either option to see how the layout will integrate with your store's theme.

2. Select a Template

Next, select the template that best matches your branding and the goal of your bundle. You must select a template to continue.

  • Classic

Description: Shows both the product title and the product price clearly.

Ideal For: Tiered Discount, Multi-Step.

  • Minimal

Description: Strips out individual product prices for a cleaner look. Perfect for bundles with one flat rate.

Ideal For: Fixed Price Bundle, Products with Multiple Variants.

  • Visual Focus

Description: Designed for impact. Lets your product images take center stage, creating a modern feel

Ideal For: Fixed Price Bundle, Aesthetic Bundles.

  • Interactive

Description: Your products stay front and center with titles and prices visible.

The Add to Box button glides on hover for a dynamic feel.

Ideal For: % or Fixed Discounts, Products with Multiple Variants.

  • Hover Minimal

Description: Elegant and restrained. Keeps the product title visible and hides the price.

Ideal For: Fixed Price Bundle, Multi-Step.

Click Select under your chosen template to proceed to the next step of setting up the bundle rules.

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.