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Build a Box Subscription Feature Setup

The build a box subscription feature allows customers to pick and choose what they want to receive every order. This feature allows you to set how many products make up the box and what the set price is for the box.

For detailed information about this feature, visit Build a Box Subscription Feature in Recurring Orders. If you have all the information you need and you're ready to set it up right now, follow these steps:

  1. From "Shopify Admin", select Apps.

    Select Apps 

  2. Select Recurring Orders & Subscriptions by Bold.

    Select Recurring Orders & Subscriptions by Bold 

  3. Select Settings.

    Select Settings 

  4. Select Recurring Style.

    Select Recurring Style

  5. Select Single Product or Multiple Products cart style.

    Note: Build a Box subscription feature is not compatible with Recurring Cart style.

    Select Cart Style

  6. Select Subscriptions -> Subscriptions.

    Select Subscriptions

  7. Select Create Subscription Group.

    Create Subscription Group

  8. Enter an Internal Subscription Name.

    Enter an internal subscription name 

  9. Under "Subscription Type", select Subscription Box.

    select subscription box

  10. Under "Step 2: Select Intervals", select:
    1. The Let customer select order interval radio button.
      1. Select the intervals you would like to offer.

        Note:  You must choose at least one interval: day, week, month and/or year.

      2. Enter a Maximum Interval Length.

        Note:  This is the maximum interval a customer can select and will show as a dropdown before the time length (ex. Ship every 2 months).

      let customer select 

    2. The Set a fixed order interval radio button.
      1. Under orders will be processed every, enter a number.
      2. Select Day(s), Week(s), Month(s) or Year(s).

        Note: If you select monthly or weekly, you can choose a specific day to charge customers, or you can charge them on the anniversary of their purchase date.

      set a fixed interval

  11. Select Subscription only.

    Note: This is the only selectable option in this case.Step 2: Select Intervals

  12. Select "Maximum Subscription Length":
    • No limit - the subscription will continue until it is canceled.
    • Set max number of recurring orders to - lets you specify how long the subscription will last. Selecting, this allows you to add an ongoing option and to enable customers to prepay for subscriptions if selected.

    Maximum Subscription Length

  13. Under "Minimal Fulfilled Order Requirement", select:
    • Off; or
    • Customer can cancel after at least XX orders.
      • Enter a number.

    Minimal Fulfilled Order Requirement 

  14. In "Step 3: Build a Box Settings", under "Lock time" enter a number of Days.

    Note: Lock time is the number of days and hours before the customer's next order date when their selections will be locked down, and they can no longer edit their order.

    enter a number of days 

  15. After Hours, enter a number.

    enter a number of hours 

  16. After "Lock after making new choices", choose Yes or No.

    Note: Selecting yes here would limit customers to one change between order dates.

    select yes or no

  17. After "Lock edits to orders more than", enter a number of days away.

    Note: Selecting a number here prevents customers from making changes to an order too far in advance.

    select a number of days 

  18. Select Continue.

    Continue

  19. Under "Product Labels", select Add Product Label.

    Add Product Label

  20. Enter a Product Label.

    enter a product label 

  21. Select Save.

    Save

  22. Repeat steps 17 - 19 until there is a label for each option available in the box.

    Repeat steps 16 - 18

  23. Under "Box Sizes", select Shopify admin (opens in a new tab).

    Shopify admin (opens in a new tab)

  24. Create Products or Variants for each box size offered.

    Note: If you have already completed this step, you can continue with step 23.

  25. Under "Box Sizes", select Add Box Size.

    Add Box Size

  26. Select Select Product.

    Select Product

  27. Select ADD next to the first box size product you created in step 22.

    Select ADD

  28. Select Continue with selected products.

    Continue with selected products

  29. enter a number next to "Limit the number of products in the box".

    Note: This is the number of products that are required for this box size.

     enter a number

  30. Select Save.

    Save

  31. Repeat steps 23 - 28 for each box size.

    Repeat steps 22 - 27 for each box size

  32. Under "Scheduled Assignments", select Create Assignment.

    Create Assignment

  33. Select a Start Date.

    Note: This is the date that your assignment will begin and become available to subscribers.

    Start Date

  34. Under "Slot 1", select Select Product.

    Select Product

  35. Select ADD next to the product or variant to add.

    ADD

  36. Select Continue with selected products.

    Continue with selected products

  37. Repeat steps 32 - 34 for each product label.

    repeat steps 32-34 

  38. Select Save.

    Save

  39. Select I'm Done.

    I’m Done

That's it!

Final Result

Limitations:

  • This feature is subscription only.
  • This function is meant for no more than 50 Product Labels per box size and is better suited for less than 50.
  • This feature cannot support a variant picker and requires variants to be separated as different options in the box.
  • This feature is not compatible with prepaid subscription options.
  • A customer can only subscribe to one Build a Box per checkout. They will be brought from the product page to the selection page before reaching the Recurring Orders checkout. They can only check out with the single Build a Box product.
  • This feature is not compatible with the Product Swap feature.
  • This feature is not compatible with our Add to Existing Subscription feature.
  • The customer is not able to increase their product quantity. They must subscribe to a second Build a Box (requiring a second checkout process).
  • If a customer wants to swap to another Build a Box or another size, they must currently cancel and resubscribe.
  • There is no way to import existing subscribers; they will be required to resubscribe.

Next Steps