Get started with BYOB
1. How BYOB works?
The general workflow of BYOB:
- Select: Customers select products to build a bundle on the template
- Purchase: Customers view the cart and checkout as usual
- Cart Transform: The bundle SKU is replaced by the individual SKUs
2. Create your first bundle
Visit the BYOB dashboard, and click the Create Bundle button on the top right corner. After that, you'll fill in a form. This form will create a virtual product (i.e. the display product) with our special product template & metafields. Each bundle will link to the corresponding 1 display product.
3. The Display Product 💎
When you've created a bundle, a virtual product is created to link with the bundle, aka the display product. For each bundle, there is only 1 display product.
You can search the display product with the bundle name in the Shopify Product admin. You can put it in a collection, top menu, on the home page, etc
4. Make sure that customers can place orders successfully
To make sure the app works perfectly, you can place a test order. You can add the bundle to the cart on your bundle => visit the cart page => checkout as usual.
For detailed steps, you can check the article - The ultimate checklist before handover to your clients
Sometimes, the location may not be set up correctly. When there is no shipping profile, the shipping fee can be calculated and customers cannot checkout. At this time, you can switch to another location in the BYOB Setting => fulfillment location. Alternatively, you can add a shipping profile for the location used.
Please refer to this article - How to fix the shipping issue - the items you added can't be shipped to your address?
5. Edit Design
After a bundle is published, you can edit the design of the bundle page. Shopify doesn't allow draft products to be edited in the theme editor. So we cannot edit the draft bundle's design.
On the BYOB Side Menu, click " Change Design" and you'll be redirected to the theme editor. You can change the section options there:
6. How can you maximize the exposure of your bundle offers?
By default, BYOB allows you to place the bundle as an ordinary product in a collection. Sometimes, you may want to emphasize the promotion offer.
You can consider putting the display products of the bundles ( How can I put the bundles on the home page?):
- On the top menu
- To the home page as feature products or under a feature collection
For the top store placing the bundle on the home page, there are more than 2,000 orders generated within 4 - 5 months. As each theme has a different setup, please refer to your theme setting or contact your theme developer. For Online Store 2.0 themes, you can change the settings in the theme editor.
Still have questions?
Feel free to read our various articles in the Customization section and the Trouble-shooting section
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