Now that you know how to add steps to your builder, let's move on to adding the Form Step. This feature allows you to personalize your builder and enhance the customer experience. Collect a variety of information from your customer that can be used to further customize the bundle.
Step Title: Name the step (this title will be visible on the website).
Step Description: Add some text to help the customer understand what's required from this step. (This step is optional)
Step Progress Title: If you're using the step progress bar, you can add a shorter title to show there.
Display Order: Set the order of step appearance within the builder.
Required Step: To require your customer to take action on this step.
Hide from Step Progress: Tick that box if you want to hide this step from the list of steps in the progress bar.
Show Bundle Summary: Tick that box if you want to show the currently selected products below the step title.
To add products to your Bundle step:
Before proceeding, ensure you have a solid understanding of Shopify collections. If not, we recommend familiarizing yourself with this article.
Use Collections
Use products
Set conditions that will skip this step:
This feature is useful for creating flexibility and personalized bundle journeys that you want for your customers:
Based on products: Skip if specific products are chosen in previous steps.
Based on fields: Skip this step if any of these values are chosen:
Add field:
Field Title: You can use this to add name to your additional field.
Display order: Set the order in which the field will display within your Form step.Required Step: To require your customer to take action on this step.
Field types
Text Entry:
Allows users to input a single line of text. Ideal for short responses like names or titles.
Text Entry (Multi-line):
Provides a larger text box for users to enter multiple lines of text. Useful for longer responses or descriptions.
Dropdown Box:
A drop-down menu that lets users select one option from a predefined list. Helps in making selections from a range of choices.
Number Entry:
Enables users to enter numeric values. Perfect for quantities, prices, or any numerical input.
Date Entry:
Allows users to input a date. Suitable for selecting specific dates like birthdays or appointment times.
Custom Date Picker:
A date selection tool that provides an interactive calendar for users to choose dates. Enhances user experience with a visual date picker.
Swatch Color Picker:
Displays a palette of color options for users to select from. Ideal for choosing colors for products or designs.
Image Selection:
Lets users choose from a set of images. Useful for selecting product images or visual options.
File/Image Upload:
Allows users to upload their own files or images. Great for adding custom images or documents.
Checkbox:
A simple box that users can check or uncheck. Useful for selecting multiple options or agreeing to terms.
Color Picker:
An interactive tool that lets users select any color from a spectrum. Perfect for customizing colors beyond predefined swatches.