Articles on: Getting Started

How to set up Guided Steps Bundle Builder on your store

Guided Steps Bundle Builder is a Mix & Match template for guided build-your-own-bundle flows. It lets shoppers move through each step, pick the right products, and complete the bundle in a clear flow.


Use this guide to install Guided Steps Bundle Builder on your theme and configure the bundle in FoxSell Bundles.


Before you start


Make sure you are using the new FoxSell dashboard experience. From the FoxSell app, you should see the Guided Steps Bundle Builder option under Mix & Match templates.


Step 1: Open Guided Steps Bundle Builder


  1. Open FoxSell Bundles from your Shopify admin.
  2. Go to Mix & Match templates.

  1. Select Guided Steps Bundle Builder.

  1. Click Use this template.


Step 2: Install Guided Steps Bundle Builder on your theme


  1. Click Install template.

  1. Choose the Shopify theme where you want to use the template.

  1. Click Install.


Installing Guided Steps Bundle Builder adds the required FoxSell files to your selected theme. FoxSell may also create a product template named foxsell-step for the storefront setup.


Step 3: Add the Guided Steps Bundle Builder section in Shopify


  1. In Shopify admin, go to Online Store > Themes.
  2. Click Customize on the theme where you installed the template.

  1. Open the page or product template where the bundle should appear.

  1. Click Add section and choose FoxSell Guided Steps Bundle Builder. If you use the generated product template, assign foxsell-step to the bundle product in Shopify admin.

  1. Click Save.


Tip: Use Guided Steps Bundle Builder when you want shoppers to follow a guided routine, kit, or multi-part bundle flow.


Step 4: Configure bundle details


Back in FoxSell, fill in the basic bundle details:


  1. Add a Name for your team.
  2. Add the storefront Title shoppers will see.
  3. Choose your pricing setup.


You can use a fixed bundle price or a discount percentage depending on how you want the offer to work.


Step 5: Create your steps


Steps group products and define how many products shoppers must pick in each part of the bundle.


  1. Click Add step.
  2. Add a Step label, such as Step 1 or Choose your cleanser.
  3. Add an optional step description to guide shoppers.
  4. Choose the quantity rule for that step.

  1. Select the products available in that step.

  1. Repeat for each step in your bundle.


For example, a skincare routine could use steps like Cleanser, Serum, and Moisturizer.


Step 6: Add add-ons or free gifts, optional


If you want to offer extras, open the Add-ons section and choose how they should appear:


  • Add automatically: include the listed add-ons or free gifts automatically.
  • Add as a step: let shoppers choose add-ons in a dedicated step.


This is useful for upsells, free pouches, accessories, samples, or bonus items.


Step 7: Save and test


  1. Click Save in FoxSell.
  2. Click View Bundle in Shopify Admin.

  1. Assign the product template to the bundle product if you are using the generated template.

  1. Open the bundle page on the storefront.
  2. Test each step, add the bundle to cart, and check the checkout experience.


If anything does not look right, message us from the in-app chat and we will help you get it set up.



Need access to the new dashboard? If you do not see Guided Steps Bundle Builder in FoxSell, reach out to our support team and we will help move your store to the new dashboard.

Updated on: 06/07/2026

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