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# How to set up Guided Steps Bundle Builder on your store

Guided Steps Bundle Builder is a Mix & Match template for step-by-step bundle flows. Shoppers move through each step, choose the required products, and complete the bundle on the storefront.

Video walkthrough: [Watch the setup guide](https://supercut.ai/share/foxsell/a0nY4c8BSaHBOoldf0uHcb?stack=7ZAaK9rku5jlpNwiEVaWD1)

## Before you start

Make sure your store has access to the newer FoxSell dashboard experience.

This template works best when you want shoppers to build a bundle in a guided flow, such as choosing a foundation, concealer, nail polish, and optional add-ons.

## Step 1: Choose the Guided Steps Bundle Builder template

1. Open **FoxSell Bundles** from your Shopify admin.
2. Click **Create a New Bundle**.
3. Choose **Mix & Match**.
4. Select **Guided Steps Bundle Builder**.
5. Review the product page and checkout preview.
6. Click **Use This Template**.

![Choose the Guided Steps Bundle Builder template](https://raw.githubusercontent.com/knox-the-fox/foxsell-helpdoc-assets/master/supercut-bundle-builders-2026-07-08-refresh/guided-01-034s.jpg)

## Step 2: Install the template files on your theme

After you choose the template, FoxSell prompts you to install the required theme files.

1. Click **Install Template**.
2. Select the Shopify theme where you want to use the bundle.
3. Click **Install**.
4. Wait for the setup to complete.

![Install the Guided Steps Bundle Builder template on your Shopify theme](https://raw.githubusercontent.com/knox-the-fox/foxsell-helpdoc-assets/master/supercut-bundle-builders-2026-07-08-refresh/guided-02-082s.jpg)

You can install the template on a development theme first if you want to test before using it on your live theme.

## Step 3: Add bundle details, steps, and pricing

1. Enter the bundle name and storefront title.
2. Choose a pricing strategy:
   - **Fixed price**
   - **Discount percentage**
3. Click **Add step**.
4. Add a step label and description.
5. Choose the quantity rule for the step:
   - **Exact number**
   - **Minimum and maximum**
   - **Maximum: as many as possible**
6. Select the products for that step.
7. Repeat this for each step in the guided flow.
8. Optional: add products that should be included automatically or shown as an add-on step.

![Set up Guided Steps Bundle Builder in FoxSell](https://raw.githubusercontent.com/knox-the-fox/foxsell-helpdoc-assets/master/supercut-bundle-builders-2026-07-08-refresh/guided-03-100s.jpg)

For example, you can create a skincare bundle where shoppers choose one foundation, one concealer, at least one nail polish, and optional lipstick add-ons.

## Step 4: Save the bundle and open the Shopify product

1. Review the bundle summary.
2. Click **Save**.
3. After the bundle is saved, FoxSell creates a Shopify product for the bundle.
4. Click **View Bundle in Shopify Admin**.

The generated Shopify product acts as the storefront landing page for this bundle.

## Step 5: Assign the bundle product template

1. In Shopify admin, open the bundle product that FoxSell created.
2. Set the product status to **Active**.
3. Add product images if needed.
4. In the **Theme template** setting, choose **foxsell-step**.
5. Click **Save**.

![Assign the Guided Steps Bundle Builder template to the Shopify product](https://raw.githubusercontent.com/knox-the-fox/foxsell-helpdoc-assets/master/supercut-bundle-builders-2026-07-08-refresh/guided-product_template-327s.jpg)

## Step 6: Test the storefront experience

Open the bundle product on your storefront and confirm:

- The Guided Steps Bundle Builder appears on the product page.
- Customers can move through each step.
- Product selections and quantity rules work as expected.
- Add-ons or automatically included items behave as expected.
- The bundle summary updates as products are selected.
- The **Add to Cart** button becomes available when the bundle is ready.

![Test the Guided Steps Bundle Builder storefront experience](https://raw.githubusercontent.com/knox-the-fox/foxsell-helpdoc-assets/master/supercut-bundle-builders-2026-07-08-refresh/guided-storefront-342s.jpg)

## Step 7: Test the checkout experience

Add a completed bundle to cart and continue to checkout.

Confirm that the checkout shows the bundle product and the selected bundle items together.

![Confirm the Guided Steps Bundle Builder checkout experience](https://raw.githubusercontent.com/knox-the-fox/foxsell-helpdoc-assets/master/supercut-bundle-builders-2026-07-08-refresh/guided-checkout-373s.jpg)

## Optional: Add the section to another product template

If you do not want to use the pre-built template, you can add the Guided Steps Bundle Builder section to another compatible product template.

1. In Shopify admin, go to **Online Store > Themes**.
2. Click **Customize** on the theme you installed the template on.
3. Open the product template where you want the bundle builder to appear.
4. Click **Add section**.
5. Search for and select **FoxSell Step**.
6. Save the theme.

![Add the FoxSell Step section from the section selector](https://raw.githubusercontent.com/knox-the-fox/foxsell-helpdoc-assets/master/supercut-bundle-builders-2026-07-08-refresh/guided-section_selected-404s.jpg)

## Optional: Customize the storefront section

You can customize the **FoxSell Step** section from the Shopify theme editor.

Common settings include:

- Section padding
- Wrapper class
- Brand colors
- Border radius
- Number of products shown on mobile and desktop
- Variant selector style
- Color swatches
- Display text

![Customize Guided Steps Bundle Builder section settings in the theme editor](https://raw.githubusercontent.com/knox-the-fox/foxsell-helpdoc-assets/master/supercut-bundle-builders-2026-07-08-refresh/guided-10-421s.jpg)

If you face any issues, message us from the in-app chat or email **support@foxsell.app**. We can help get the setup completed.