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Preset fixed bundle

Learn how to create preset fixed bundles to sell pre-selected product sets with variant flexibility and discount options across subscription and one-time purchases.

Preset fixed bundle is a bundle type that lets you sell a pre-selected set of items or variants as a single product. Customers cannot modify the contents of the bundle after adding it to cart or after purchase.

Key features:

  • One-click sale on product pages: Customers can purchase bundles with a single click through dedicated product pages (PDPs) just like a normal product .

  • Variant flexibility: Customers have the option to swap between different variants within a bundle, such as changing the quantity in an "Egg basket" from 6 to 12 eggs.

  • Customizable bundle discounts: Merchants can set discounts at the cross-section of "Bundle Variant" and "Purchase Option"

  • Multiple purchase options: There are various purchase options available such as subscription only and subscription + one-time.

This article covers the prerequisites, setup steps, discount configuration, customer and merchant experience, and bundle management considerations.

Prerequisites

Before creating a preset fixed bundle, complete the following:

  • Install the latest Loop snippet or update to the latest version on your theme.

  • Add the Loop widget to your theme.

  • Install the latest bundle snippet or update to the latest version on your theme.

Note: If you have a custom setup, contact us to activate the preset bundle. All changes listed above must be done on the same theme.

Before you start

  1. Create a bundle product in Shopify with the variants you need. This product will represent your bundle on the storefront. Keep its status as Draft.

  2. Create a selling plan in Loop that you want to use for the bundle.

Note: Bundle discounting is applied over and above the selling plan discounts.

Setting up a preset fixed bundle

  1. Navigate to Loop admin > Acquire > Bundles, then click Create bundle and select Preset fixed.

  2. Click Choose product under "Bundle parent product" and select the parent product you created in Shopify. If you've not created a parent product yet, click on Create product

  3. Select the purchase option: Subscription only or Subscription + one-time.

    Note: Preset fixed bundles can not be sold as ‘One-time only’.

  4. Click Link selling plans and select the selling plan you created earlier OR you can create a selling plan first by clicking on Create selling plan and then link it

  5. Configure discounts for the bundle. The available discount types are:

    • Percentage discount applies a percentage discount on the total bundle product value.

    • Fixed discount applies a fixed monetary discount.

    • Fixed price sets a fixed selling price for one-time and subscription options.

    You can apply the same discount configuration across all variants, or set different discounts for each bundle variant. You can also set different discounts for one-time and subscription purchase options.

  6. Add the associated products to each variant of the bundle product by clicking the Add products in the bundle child products section. You can also update the quantity for each child product.

  7. Choose the Add to card redirection behavior

  8. Set the bundle status to Active and click Save.

  9. After saving, the bundle page URL appears. Use this URL to publish the bundle on your Shopify store. You can also preview the bundle by clicking on View button

Note: Loop Subscription users who have installed on or before 7th November 2023, will have to update their Loop widget and bundle snippet files to activate the Preset fixed offerings. Please practice caution while updating since it will replace old Loop widget and bundle files with new ones wiping away any custom code changes done in Loop files. Please contact support@loopwork.co if you have any doubts or are facing any issues.

Customer experience

  1. Product page: Customers can purchase the bundle from its dedicated product page, the same way they would purchase any other product.

  2. Cart: The bundle appears as a single product in the shopping cart, giving customers a consolidated view of their purchase.

  3. Checkout: Customers can see the contents of the bundle on the payment page.

  4. Customer portal: The bundle appears as a single product with its contents listed below it.


Merchant experience

  1. Shopify order page: Loop bills only the associated bundle items at the required price. No fake SKU is added, so inventory management stays accurate.

  2. Loop admin: The bundle appears as a subscription in Loop admin, making reconciliation straightforward.


Bundle management

Keep the following in mind when managing preset fixed bundles:

  • You do not need to manage inventory for the bundle product itself. Inventory is reduced for the associated products as expected.

  • The bundle product inventory should be set to at least 1, or set to "Inventory not tracked." It should never be out of stock.

  • If any associated product goes out of stock, the bundle is displayed as out of stock.

  • The associated products must be live on Shopify before you publish the bundle.

  • Do not change the bundle product pricing after the bundle is created.

  • Preset fixed bundles do not support accelerated checkout buttons like "Buy with Shop Pay." If you use accelerated checkout on your store, map the parent product of the preset bundle to a new template and hide the checkout button from that template.

Note: Preset bundles are not available for bulk actions, quick actions, checkout links, or cancellation offers (free gift).

API endpoints

FAQs

What will be the product placed during the order?

Only the SKUs for associated products will be sold.

Why do I get a 422 error when adding a preset bundle to the cart?

The 422 error while adding a preset bundle to cart may occur if the child product is not mapped to the same selling plan as the parent product. It can also happen if either the parent or child product is unavailable. Please ensure all products in the bundle are available and correctly mapped to the same selling plan.

How to offer volume-based discounts to customers based on the selected quantity, where the quantity is determined through product variants?

Volume-based discounts to customers based on the selected quantity, where the quantity is determined through product variants' can be achived with Loop Preset fixed bundles

How do I use preset Fixed Bundle on one-time purchase option?

While we do not provide preset fixed bundle as one time natively, here is a workaround to achieve it:

First, check whether the default purchase option selected on the widget is one-time or subscription.

a) If it is one-time, you can directly hide the widget for bundles (ask your development team to do this). This way, no widget will be shown, and the bundle will only be purchased as a one-time product.
b) If the default option is subscription, then you need to create two widgets - one for normal products and one for bundle products. On the bundle widget, set the default purchase option to one-time (ask your development team to do this). Then the bundle will be purchased as a one-time product.

I created a preset fixed bundle but I cannot add it to cart.

In case you can not add the Preset fixed bundle to cart after creating it, please make sure that the associated products (children and parent) must be made live on Shopify before publishing the bundle.

Need Help?

No need to worry, Please feel free to reach out to support@loopwork.co or ping us on chat by clicking the support beacon on the bottom right.

Thanks,

Loop Subscriptions team 🙂

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