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Qe BYOB ‑ Bundle Gift Box Builder Setup Guide

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BYOB - Bundle Gift Box Builder is a Shopify app that allows merchants to create customizable product bundles or gift boxes. It provides a guided step-by-step shopping experience where customers can choose a box, add products, include greeting cards, and personalize their orders.

1. Who is it for?

BYOB ‑ Bundle Gift Box Builder is designed for:

  • Gift and lifestyle stores that sell curated boxes.
  • Subscription box businesses offering seasonal or themed bundles.
  • Retailers with upsell opportunities who want to increase average order value.
  • Any Shopify store looking to offer flexible product bundling and personalization.

Key Benefits(short overview)

  • Increases average order value with bundles and upsells
  • Improves customer experience with a guided flow
  • Reduces manual work by syncing inventory automatically
  • Supports personalized products with custom fields
  • Helps in curating themed bundles for special occasions

Feature Summary

  • Bundle Types → Predefined 4-step gift flow, product-only builder, box + product builder
  • Personalization → Text fields, image uploads, and image checkboxes for custom products
  • Discount Options → Order amount-based, product-specific, and quantity-based
  • Inventory Management → Auto and manual sync with Shopify inventory
  • Analytics → Track views, add-to-cart clicks, and total orders received through the app
  • Multiple Builders → Create separate builders for different collections or themes

2. Creating Your First Builder

Access the Dashboard
    • Log in to your Shopify Admin account.
    • Navigate to the app dashboard.
    • Create a Builder
    • Click on the Create Builder button to start the builder creation process.
    Choose a Layout

    When creating a builder, you’ll first need to choose a layout. There are three available options:

    • Box Builder – Predefined 4-Step Gift Flow
    • Single-Step Product-Only Builder
    • Box + Product Builder

    3. Box Builder – Predefined 4-Step Gift Flow

    This layout follows a fixed 4-step flow:

    Start by providing a name for your builder

    • Add Boxes
    • Add Products
    • Add Cards
    • Form Fields
    Step 1: Name Your Builder
    • Enter a name for your builder in the “Builder Name” field.
    Note:
    • The builder name will not be visible to customers.
    • It is only used internally within your dashboard.
    Step 2: Add Boxes
    Add Gift Boxes
    • Click “Add Box” to create a new gift box option.
    Box Details
    • Box Name: e.g., “Christmas Box for 3 Products”
    • Upload Image: Provide one image to the box.
    • Box Price: Set a price for the box (use $0 if it’s free).
    • Min/Max Product Limits: Define how many products the box can hold (e.g., minimum 2, maximum 5).
    • Box Description: Add details such as the theme (e.g., Christmas-themed, eco-friendly, red & gold), size/dimensions, and how many items it can accommodate.
    • Price Type:
      • Fixed Price: Box price stays the same regardless of added products.
      • Variable Price: Box price is calculated based on the products added.
    Save the Box
    • After filling out all details, click Save.
    • Repeat the process to add multiple boxes.
    Select Boxes
    • From the dropdown list of boxes, select the box(es) you want to add to the builder.
    Step 3: Add Products
    Add Products
    • From the product dropdown list, select the products you want to showcase inside the gift box.
    Select Products
    • Search for specific products by name
    • Select an entire collection by clicking the checkbox.
    Tip:
    • You can create a dedicated Giftbox Collection in Shopify for easier management.
    Step 4: Add Cards
    Add a Card
    • Click “Add Card” to create a greeting card option.
    Card Details
    • Card Name: e.g., “Christmas Card with Santa Print”
    • Upload Card Image
    • Set Card Price (use $0 if it’s free)
    • Add Card Tags
    Save Card
    • After filling in the details, click Save.
    • Repeat the process to add multiple cards.
    Select Cards
    • From the dropdown list of cards, select the cards you want to add to the builder.
    Step 5: Add/Edit Form Fields
    Edit Form Fields
    • From the form fields dropdown, you can edit fields and set them as Required or Not Required based on your needs.
    Add New Fields
    • Enter the Field Name (e.g., Email, Phone Number, Text, URL, Date, Textarea, Checkbox).
    • Choose whether it’s Required or not.
    • Select the Field Type (e.g., email, text, date).
    Field Management
    • To remove a field, click Remove next to it.
    Step 6: Save the Builder
    • Once done, click Save to finalize your builder.

    4. Single-Step Product-Only Builder

    Step 1: Name Your Builder
    • Enter a name for your builder in the “Builder Name” field.
    Note:
    • The builder name will not be visible to customers.
    • It is only used internally within your dashboard.
    Step 2: Add Products
    Price Type
    • Fixed Price: Price of the bundle remains the same regardless of the product selected.
    • Variable Price: Price of the bundle varies based on the product selected.
    Note:
    • When you select the Fixed Price option, you must define a single price for the bundle. All selected products will be included within that fixed price.
    • In contrast, with the Variable Price option, you do not need to define a bundle price , as the total will be calculated based on the individual prices of the selected products.
    Add Products
    • Select the products you want to showcase inside the gift box.
    Select Products
    • Search for specific products by name
    • Select an entire collection by clicking the checkbox.

    Tip: You can create a dedicated Giftbox Collection in Shopify for easier management.

    Step 3: Save the Builder
    • Once done, click Save to finalize your builder.

    5. Box + Product Builder

    Step 1: Name Your Builder
    • Enter a name for your builder in the “Builder Name” field.
    Note:
    • The builder name will not be visible to customers.
    • It is only used internally within your dashboard.
    Step 2: Add Boxes
    Add Gift Boxes
    • Click “Add Box” to create a new gift box option.
    Box Details
    • Box Name: e.g., “Christmas Box for 3 Products”
    • Upload Image: Provide one image to the box.
    • Box Price: Set a price for the box (use $0 if it’s free).
    • Min/Max Product Limits: Define how many products the box can hold (e.g., minimum 2, maximum 5).
    • Box Description: Add details like the theme, size/dimensions, and how many items it can accommodate.
    • Price Type:
      • Fixed Price: Box price stays the same regardless of added products.
      • Variable Price: Box price is calculated based on the products added.
    Save the Box
    • After filling out all details, click Save.
    • Repeat the process to add multiple boxes.
    Select Boxes
    • From the dropdown list of boxes, select the box(es) you want to add to the builder.
    Step 3: Add Products
    Add Products
    • From the product dropdown list, select the products you want to showcase inside the gift box.
    Select Products
    • Search for specific products by name
    • Select an entire collection by clicking the checkbox.

    Tip:You can create a dedicated Giftbox Collection in Shopify for easier management.

    6. Customizing Builder Appearance

    UI customization: Fonts, colors, layout

    In General Settings, you can adjust:

    • Number of Products per Row
    • Weight Configuration
    • Button & Background Colors
    • Product Configuration
    How to match it with your theme

    You can add custom CSS/JS to ensure the builder aligns with your store’s branding. If needed, the support team can assist with theme integration for a seamless look.

    7. Enabling Product Personalization

    Adding text fields, image uploads, and image checkboxes
    • In the Personalization Step, you can add fields like:
      • Text fields (e.g., “Enter a name for engraving”)
      • Dropdown menus (e.g., select gift wrap type)
      • Image uploads (e.g., upload a photo for a custom mug)
    Best practices for customizable products
    • Keep personalization options clear and simple
    • Use character limits for text fields to avoid design issues

    Ideal for items like mugs, pens, diaries, or customized gifts.

    Select the personalization status to set the form as either Active or Draft.

    8. Using Discounts & Pricing

    Order Amount
    • Applies a discount based on total bundle value.
    Product Specific
    • Applies a discount on selected products/collections inside the bundle.
    Volume Discount (Quantity)
    • Discounts based on the number of items selected.
    Display settings & logic

    You can show:

    • Strikethrough pricing
    • Savings message (e.g., “You saved $20!”)
    • The discount will be applied on the preview page.

    9. Managing Inventory

    Auto vs. Manual inventory control
    • Auto sync → When a bundled product is purchased, Shopify inventory is updated automatically.
    • Manual → For curated bundles with unique SKUs, you can update stock manually.
    Real-time syncing with Shopify

    When automatic sync is enabled (Quick Settings → Inventory), stock updates in real-time to avoid overselling.

    10. Adding Audio/Video Notes

    How to allow customers to upload notes

    In the Personalization Step, enable file upload fields. Customers can upload audio or video messages as part of their gift. File types, limitations, and where it appears

    • Supported: MP3, MP4, WAV
    • Limit size for smoother uploads (e.g., 10MB max)
    • Uploaded files appear in the order details for the merchant

    Please note that you can enable Audio/Video Notes from the General Settings of the builder.
    This feature is only applicable for the Box Builder and Box + Product Builder, and not for the Single-Step Product-Only Builder.

    11. Using Multiple Boxes

    How to create and add multiple boxes
    • You can easily create and add multiple boxes in a single session.
    • Create different builders for various themes, occasions, or products (e.g., Birthday Bundle, Wedding Bundle).
    Important Note:
    • You can enable Multiple Boxes from the General Settings of the builder.
    • This feature is only available for Box Builder and Box + Product Builder, and not for the Single-Step Product-Only Builder.

    12. Analytics & Performance

    Conversion tracking
    • Track how many times each builder has been viewed by customers to understand engagement levels.
    • Easily search builders by their names for quick access.
    • Monitor how often a specific builder is clicked or viewed, and use the preview link to review its setup and performance.

    13. Troubleshooting & FAQs

    Common setup issues
    • Builder not showing → Check if it’s Active, not Draf
    • Missing products → Ensure they’re published in Shopify
    Personalization bugs
    • Fields not saving→ Refresh and re-add the personalization field
    • Image upload errors→ Check file size & supported formats
    Media note errors
    • Unsupported format → Use MP3/MP4/WAV only
    • Large files → Reduce file size for smooth upload

    FAQs

    1. How do I create a “Bundle Gift Box Builder” bundle for customers?
    • Open the Qe BYOB app from your Shopify admin.
    • Click the Get Started button to begin.
    • On the app dashboard, click Create Builder to set up a new bundle.
    • Under Select a Bundle Layout, choose Box Builder – (Predefined 4-step Gift Flow).

      • This layout allows customers to build their gift box in a simple step-by-step process.

    • Click Select Layout (located next to the View Demo button).
    • Enter a Builder Name. This name is only for your internal reference and won’t be visible to customers.
    • Now complete the 4 setup steps to define what customers can select:
      • Step 1: Add the Gift Boxes you want to offer.
      • Step 2: Add the Products customers can include in the box.
      • Step 3: Add Greeting Cards or optional upsell items.
      • Step 4: Add any Form Fields (e.g., personalized messages or notes).
    • Before saving, ensure the builder status is set toActive, not Draft, so it can be used on your store.
    • Click Save to create your BYOB bundle.
    • After saving, you’ll find the Preview button at the top (beside General Settings). Click Preview to see exactly how the bundle will appear to customers before making it live on your storefront.
    2. Can I customize the look and feel of the bundle builder to match my store theme?

    Yes! You can customize your bundle through its General Settings.

    • Go to your list of builders and click Edit on the builder you want to customize.
    • At the top (near the Preview button), you’ll find the General Settings option.
    • Inside General Settings, you can adjust:
      • Global Configuration – overall settings for your builder.
      • UI Configuration – manage the look and feel of the builder.
      • Product Configuration – control how products are displayed.
    • You can also add custom CSS or JS to match your store’s branding and design.
    • If you need help with CSS changes or styling, our support team can assist you to ensure seamless visual integration with your storefront.
    3. What are the different types of discounts I can create with this app?

    Order Amount - Applies a discount based on the total value of the customer’s order.

    Product-Specific - Applies a discount on specific products or collections chosen for the bundle.

    Volume Discount (Quantity) - Applies a discount based on the quantity purchased for specific products or collections.

    How to apply these discounts in your builder:
    • Edit the builder where you want to add the discount.
    • At the top (beside the Save button), click the Discount button.
    • Click Create Discount and set it up as per your requirement—Order Amount, Product-Specific, or Volume Discount.
    • Save the changes, and the discount will be applied to the builder.
    4. Can I limit how many products a customer can add to a custom bundle?
    • Yes! When creating a bundle, you can set minimum and maximum selection rules for the total bundle.
    • For example, you can require customers to select at least 3 products and up to 5 products to complete their gift bundle.
    • This helps with structured product curation and better inventory planning while ensuring customers build the bundle as intended.
    5. Will inventory be updated automatically when a product is added to a bundle?

    Yes. The app supports both automatic and manual inventory synchronization:

    • When a bundled product is purchased, the stock is automatically deducted from the underlying Shopify product inventory.
    • For curated bundles with custom SKUs, you can also manage inventory manually if needed.
    • This ensures accurate stock levels and helps prevent overselling.
      • How to enable automatic inventory sync:
      • You can enable this in Quick Settings. When you open the app admin, look at the extreme left sidebar, and you’ll find the option to easily enable Automatic Inventory.

    14. Contact & Support