Build-A-Box Subscriptions

Overview

Bold Subscriptions offers a "Build a Box subscription" feature that allows customers to pick and choose what they want to receive on every order. With this feature, merchants can offer a selection of items at a set price.

Visit Introducing "Build-a-Box" for Bold Subscriptions to learn more about it.

This feature allows you to set how many products make up the subscription box, and what the set price for the box is. With this feature, you can offer custom meal plans, a dynamic subscription box, or a unique bundle of items. You can even offer multiple subscription box sizes.

Note: This feature is only available on the Advanced plan tier.

 


 

Functionality

Build a Box requires the use of two sets of products:

  1. A Shopify product (or variant) that is the box itself, this is where the purchase process initiates. (the listed price of the box is the recurring fee the customer will pay).
  2. A selection of Shopify products that make up the contents of the box (the price of these products doesn't matter, we use the product title, description, and imagery).

When the customer visits the product page for the box, they will see a button that says "Select Choices", which replaces the default "Add to Cart" button.

Select Choices Subscription Widget Example

When they select this option, they will be taken, through a proxy page, to a new page consistent with your existing Shopify theme.

Build a Box Selections Proxy Page

On this page, your customers will view the selection of products available to them, and can choose any of them. The quantity required will be in the top right-hand corner of the page, so they know when they have filled their box.

When they proceed with their chosen selection of products they will be brought to the Bold Subscriptions checkout to process their subscription order. The only product that will be in their order is the box itself. We charge shipping and taxes for the box product only.

An order will automatically generate in Shopify showing the box as the product, but also listing all the items they selected. The products they choose are $0, as the charge is for the cost of the box product itself.

 


 

Setup

 Caution

Before proceeding further, please note that Build a Box is not compatible with "Recurring Cart" mode. With "Multiple Products" mode, 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 subscriptions checkout. They can only check out with the single "Build a Box" product.

To get started with creating the Build a Box Subscription group on your store, please follow these steps:

  1. From within Bold Subscriptions, select Subscriptions, then Cart Mode.
  2. Select Single Product or Multiple Products cart mode.

    Choose Single Cart or Multiple Products mode

  3. Select Subscriptions, then My Subscriptions.
  4. Select Create Subscription Group.
  5. Enter an Internal Subscription Name.
  6. Under "Subscription Type", select Build-a-Box.
  7. Under "Step 2: Select Intervals", select:

    • Let customer select order interval

      • This option allows customers to select the product's subscription frequency interval. The frequency intervals can be set to Days, Weeks, Months and Years, allowing customers to choose how often they want the subscription to renew again.
    • Set a fixed order interval

      • This option allows you to select a set frequency that the subscription will renew on. Similar to the customer select order interval option, you can choose Days, Weeks, Months or Years. If Weeks or Months is selected, you can also select which day of the week or which day of the month all customers recurring orders are generated on. 

  8. Select Subscription only.

    Note: This is the only selectable option in this case.

  9. Under "Maximum Subscription Length", select either:
    • No limit - the subscription will continue until it is canceled or;
    • 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.

      Note: Prepaid and Gift options are not available for the Build a Box subscription type.

  10. Under "Minimal Fulfilled Order Requirement", select:
    • Off; or
    • Customer can cancel after at least XX orders.
      • Enter a number.
  11. In "Step 3: Build a Box Settings", under "Lock time" enter a number of Days (optional).

    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.

  12. After Hours, enter a number (optional).
  13. After "Lock after making new choices", choose Yes or No.

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

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

    Note: This setting prevents your customers from making changes to any orders that fall within the number of days that you enter. For example, if this number is set to 10, your customer will be unable to make edits or changes to their subscriptions for a full 10 days before their recurring order is placed. This locks their order in to prevent any last minute changes.

  15. Select Continue.
  16. Under "Product Labels", select Add Product Label.

    Select Add Product Label

    • Product Labels are used as placeholders for each option customers will get to choose from when building their box on your store. If you want customers to choose from between 10 products when they build their box, create 10 Product Labels.

  17. Enter a Product Label.

    • Product Labels help you identify which product that is going to be used for the label. It is recommended to add a label that helps you identify each label between each other to avoid confusion when removing a product that is assigned to a label in the future. 

  18. Select Save.
  19. Repeat steps 16 - 18 until there is a label for each option available in the box.

    Create Labels
  20. Create Products or Variants for each box size offered.

    Note: If you have already completed this step, you can proceed to step 21.

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

    Select Add Box Size
  22. Select Select Product.
  23. Select ADD next to the first box size product you created in step 22.
  24. Select Continue with selected products.
  25. 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.

  26. Select Save.
  27. Repeat steps 22 - 27 for each box size.

    Create Each Box Size

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

    Select Create Assignment

  29. Select a Start Date.

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

  30. Under "Slot 1", select Select Product.
  31. Select ADD next to the product or variant to add.
  32. Select Continue with selected products.
  33. Repeat steps 30 - 32 for each product label.
  34. Select Save.
  35. Select I'm Done.


Next Steps:

  • When a subscription group is set to start, you will be able to view the subscription widget on the product page. It is important to test it before allowing your customers to subscribe; this will ensure it is set up to your specifications. Please visit Create Test Orders with Bold Subscriptions for steps on placing a test subscription order.
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