Set up
How to Enable the Bundle Product
What is a bundle product?
When the customer adds the box products to the cart, the bundle product acts as the parent item, grouping together all chosen products within the box.
The bundle price is calculated dynamically in the shopping cart and at checkout based on the items within the box.
On the checkout page, customers will see each item in the box listed under the bundle product.
Bundle product on checkout (https://stSome readersHow to Embed the Builder
In this guide, you’ll learn how to embed the Boxi builder into a Shopify product page by creating a new product template.
Why Embed the Builder?
Embedding the builder into a custom product template gives you more control and flexibility:
You can place the builder on a product, collection, page or homepage
You can customize the URL and SEO settings
You can personalize the builder layout for different bundles or collections
Embed the builder on a product page (https://storage.crispSome readersHow to Personalize Products using Custom Fields?
You want to offer a box of personalized products for your customers, for example:
A greeting card with a custom message
A mug or cup with a photo printed on it
A logo or note for corporate gift boxes
A name embroidered on a jacket or a design provided by the customer
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Steps to Add CustoSome readersHow to Redirect Customer After Adding the Box to Cart
After your customers complete building their boxes, you can choose where they’ll be redirected next.
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There are 4 available redirect options:
Cart - adds the built box to the cart (default)
Checkout - sends customers directly to checkout
Custom URL - redirects to any page you specify
Create new box - restarts the builder for another box
By default, tFew readersHow to Create a Filter with Images
Filters with image
In this guide, you’ll learn how to:
Create a metaobject definition for categories with images
Link it to products via a product metafield
Enable it in your Search & Discovery filters
Step 1: Create a Metaobject Definition for Categories
In your Shopify Admin, go to Settings Metafields and metaobjects
Add metaobject definition (httpsFew readersHow to Add an Image to the Bundle Product
Once you have created your bundle product in Boxi, you may find that it does not look very appealing in the cart or at the checkout. For example, it may display a blank or placeholder image.
Cart (https://storage.crisp.chat/users/helpdesk/website/-/3/7/a/6/37a622ee17372e00/screenshot-2025-10-14-161920qgxmji.png =1000x553)
Checkout (https://storage.crisp.chat/users/helpdesk/website/-/3/7/a/6/37a622ee17372e00/screenshot-2025-10-14-1619481we50ps.png =1000x717)
Adding the right image makesFew readersHow to Add Pre-Selected Products to Your Box?
Pre-selected products are items you add to the box before your customer starts building it. They are automatically included and appear in the builder as already selected.
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Why Use Pre-Selected Products?
Pre-selecting products can be useful when:
You want to include required items (e.g., the box itself, a gift cup, packaging, accessories)
You want to siFew readersWhat is a Fixed Price Discount?
A fixed price discount is a type of discount that reduces the product price to a specified amount. For example, if you set a fixed-amount discount of $80 and the customer selects products totaling $100, then the discount is applied and the customer would pay $80 at checkout.
Fixed price discount (https://storage.crisp.chat/users/helpdesk/website/37a622ee17372e00/group-10-7rgrn9g.png =1000x413)
Please make sure of the following:
Products have a valid price: Ensure each product hasFew readersHow to Add Builder Link to Product or Sell Products Only Within the Builder
In this guide, you’ll learn how to make your products available only inside your box builder.
When customers visit a product page that’s part of your builder, instead of seeing the regular 'Add to cart' button, they’ll see a 'Build your box' button that takes them directly to your builder.
For example, you have a Cookie Box Builder with 8 cookie products - we’ll create a custom product template that hides the “Add to cart” button and replaces it with a 'Build Your Cookie Box' button.
(httpFew readersWhere Can I See the Values of Custom Data Step?
You’ve added a custom data step to your builder, enabling customers to customise their boxes by adding personalised messages, names or special requests.
You might now be wondering: where can I view the values of the custom data step?
Custom data step (https://storage.crisp.chat/users/helpdesk/website/-/3/7/a/6/37a622ee17372e00/custom-data1qfqz3u.png =1000x722)
Where to Find Custom Data Values
Once a customer has completed their purchase, all the custom data they entered is stored in tFew readersHow to Create a Packing Slip with Box Builder Details
You can include your box builder ids and the products they correspond to, as well as any custom data such as messages or options selected by customers, directly on your packing slips.
This makes it easy for your fulfilment team to see what belongs to each personalised box.
Step 1: Install the Order Printer App (if you don't have it)
Step 2: Create a New Packing Slip Template
Open the Order Printer → Templates
Click CreateFew readersHow to Set Minimum Purchase Quantity or Amount
If you want your customers to select at least a certain number of products or spend a minimum amount before continuing to the next step, you can set up a purchase rule in your builder.
Follow these steps:
Open the Boxi app admin dashboard and select your builder
Click on the first product step in your builder
Product step (https://storage.crisp.chat/users/helpdesk/website/-/3/7/a/6/37a622ee17372e00/cookie-box-stepsfq52kn.png =1000x813)
ScFew readersHow to Create Filtered Product Step
A filtered product step is a product step that allows customers to filter the products in the step.
You can choose between two layouts:
Vertical filters (drawer)
Vertical filters (https://storage.crisp.chat/users/helpdesk/website/-/3/7/a/6/37a622ee17372e00/ykevas1ik493j89v.png =1000x790)
Horizontal filters
Horizontal filters (https://storage.crisp.chat/users/helpdesk/website/-/3/7/a/6/37a622ee17372e00/filters31wotaqu.png =1000x891)
Why filters are important for your store:
HFew readers