Guides

Build a mix‑and‑match bundle

The full walkthrough - a multi-step sports-performance bundle from template to live storefront, with add-ons and a percentage discount. About 42 minutes.

1. Start a new bundle from a template 0:00

In the app, click Create Bundle from the left-hand menu.
Choose Start with a Template, then select Mix and Match to begin with the default bundle structure.
The editor is designed to feel similar to the Shopify editor, so navigation should feel familiar.

2. Review the editor layout and bundle controls 0:14

Use the top toolbar to switch between desktop and mobile views, preview, save, publish, and unpublish.
By default, Mix and Match starts with three steps plus a Review step.
The left panel contains Bundle Settings, Steps, and Add-ons; the center canvas updates in real time.

3. Configure the first step: Pre-workout 2:00

Click the first step and rename it - e.g. Pre-workout.
Choose a product source: Collection for grouped products, or Individual products for manual selection.
Select your collection and confirm the products populate in real time.

4. Set the product grid layout for the step 3:07

Adjust cards per row and card size from the settings.
Desktop can show 2, 3, or 4 cards per row; mobile can be automatic, 1, or 2.
Changing card size also changes how many products fit per row in automatic mode - use the live canvas to confirm.

5. Define selection rules and quantity limits 4:24

Set Select Mode: Multi-select (one or more products) or Single select (exactly one).
Leave the step required so customers must choose at least one item.
Keep the quantity selector enabled so customers can add multiples of the same product.
Set minimum and maximum quantity limits if needed (the demo uses min 1, max 3) - watch the notifier update in the canvas.

6. Use page limits and filters to improve browsing 7:38

If the step has many products, set a page limit - e.g. load 3 products initially with a Load 3 More button.
Optionally enable the vendor/brand filter so customers can sort by brand.
Use the live preview to confirm the browsing experience feels clean.

7. Add helpful step-level guidance and media 13:12

Use the info icon / tooltip fields to add a short title and description.
Add a Learn More button with a longer message, and optionally attach a video link customers can watch inside the bundle.
Add a banner image above the step for context or branding.
These tools help answer customer questions and improve conversion.

8. Configure the second step 19:21

Select the second step and rename it - the demo uses Intra workout.
Choose Individual products to hand-pick specific items, and reorder them manually if you like.
Decide whether the step is required or can be skipped, and adjust the quantity selector as needed.

9. Add a banner image to the second step 22:18

Upload an image in Shopify's Files area, copy the file URL, and paste it into the step's banner image field.
The image appears in the bundle builder immediately.
Each step can have its own banner - banners are optional.

10. Configure the third step: Recovery 23:44

Rename the third step - e.g. Recovery - and set the product source to Collection.
Choose your collection so the products populate automatically.
Decide whether this step should be required and confirm it displays correctly in the canvas.

11. Create an add-on popup to increase order value 24:36

Go to Add-ons and click Add Popup.
Name the popup and choose the trigger products - e.g. trigger when a customer adds products from the Pre-workout step.
Select the suggested add-on products (the demo uses multivitamins).
Add a title and supporting message, and optionally offer an additional discount on the add-on products.

12. Set bundle-wide settings and discount rules 26:34

Go to Bundle Settings and give the bundle a name - e.g. Sports Performance.
Choose where the bundle will appear on Shopify.
Set the discount type: Percentage, Fixed amount, or Buy X, Get Y Free - the demo uses 10% off with a minimum of 3 products.
Optionally enable smart cart detection so the discount applies even when products are added from elsewhere on the site.

13. Choose the bundle display style and cart settings 28:40

Select the progress display style: Pills, Bar, or Tabs - the indicator updates as customers move through the steps.
Set the cart property name for reporting.
Decide whether to show the bundle on individual product pages, and whether product pages pre-select the viewed product.

14. Save, publish, and add the bundle to Shopify 30:14

Click Save Changes, then Publish to make the bundle live, and copy the bundle ID.
In the Shopify theme editor, add a new section under Apps, select Presto Bundles, and paste in the bundle ID.
Save the Shopify page and refresh to confirm the bundle appears.

15. Test the live bundle experience 31:07

Confirm the bundle displays correctly on the storefront.
Test the info icon, Learn More popup, and video; verify Load More pagination works.
Select different product variants and confirm the image updates in real time.
Open View Details to see the side drawer with product information - including the mobile-friendly drawer behavior.

16. Complete the bundle and verify discount behavior 32:37

Add products from each step and confirm the bundle discount unlocks once the minimum requirement is met.
Use the Next and Back controls to adjust selections.
Review the add-on popup, choose optional extras if desired, then click Add to Bundle and confirm the final cart summary and savings.

17. Update settings later if needed 34:46

Return to the editor anytime to change step settings - the demo switches the variant picker style from dropdown to swatches.
Save changes and refresh the storefront to see the update immediately.

18. Wrap-up and support 36:36

The demo highlights how flexible the bundle builder is: step configuration, product selection, media and guidance, add-ons, and discounts.
Reach out for help with app installation, first bundle setup, or onboarding - and share feedback or feature requests with the team.

Need a hand?

Stuck on a step or building something more custom? Contact support - real answers from the people who build Presto Bundles, usually within one business day. Or head back to all guides.