After installing and activating the Easify Box Builder app on your active theme, you’re ready to create your first custom box (or bundle). This guide will walk you through the setup process step by step.
✅ Step 1: Access Box Management #
- From the app’s left-hand menu, go to the Box Management tab.
- Click the Create Box button.
- A popup will appear – enter a name for your box (e.g., Build A Box). This name will also be used in your box page URL (handle). Don’t worry, you can change it later.
- Click Save to continue. You’ll be taken to a new page where you can configure your box details.
🎨 Step 2: Configure Your Box #
Now it’s time to bring your box to life with Steps, Discounts, and Design.
A. Steps #
You can build a full-page “Build a Box” experience with one or multiple steps.
⚠️ If your box has only one step, the step/progress bar will be hidden by default on the storefront.
To create your first step, click Add step.
You’ll be redirected to the step configuration page to set up what customers will see and choose from.
- Step title (required): This title appears both on the storefront (in the progress bar) and internally (as the step name in the list). It should be short and descriptive – something like “Choose Box” or just “Box”. This helps customers quickly understand each step and makes the progress bar clearer and more visually appealing.
- Page title (optional): Unlike the step title, this can be longer and more descriptive. For example, while your step title might be “Eye Product,” your page title could be “STEP 1: CHOOSE YOUR EYE OR BROW PRODUCT”. It’s optional, so feel free to skip it if your step title already gets the message across.
- Page description (optional): You can use this to guide customers on what they need to do in the step, or to encourage them by adding more context about the items (Max 191 characters). Example: “Select from the items below to create your unique gift assortment. Everything you choose will be shipped together in the box you’ve selected”.
- Page banners (optional): You can add a well-designed banner at the top of the page to give your box a unique look. Add separate banners for desktop and mobile, or just one, depending on your design.
- Products (required): Add the individual products or collections that customers can choose from in this step.
- Search & Filter (optional): Add the individual products or collections that customers can choose from in this step. If you add individual products → only Search is available. If you add a collection → you can enable Filter, but not Search.
- Required Selections (optional): Use this to require customers to select a certain number of items before moving to the next step. Examples: To require exactly 1 item → “Quantity is equal to 1”; To require at least 1 item → “Quantity is greater than or equal to 1”.
- Status: The step is enabled by default. You can enable or disable it from either the step details page or the step list on the box details page.
Once you’ve set everything up, scroll to the top to review the step’s Summary and check if any changes are needed.
When done, click Save to save the step settings. Then, click the Back arrow to return to the box details page and continue adding more steps or moving on to the next configurations.
B. Discounts (Optional) #
Discounts are a great way to boost custom bundle sales. Here are some examples you might offer:
- Buy 3 products, get 20% off
- Buy 3 products, get $20 off
- Spend $100, save 15%
- Spend $100, save $15
The Easify Box Builder app makes it easy to set up these discount rules for your box.
To get started, click the Add Rule button in the Discounts section. This will open the Discount Details page.
Here’s what to do:
- Enable the discount.
- Choose a discount type:
- Amount off – deducts a fixed amount based on quantity or total spend
- Percentage off – deducts a percentage
- Fixed box price – (coming soon)
- Click Add tier to add your rule/condition.
Example: To set up “Buy 3 products, get 20% off”:
- Discount type: Percentage off
- Discount on: Quantity
- Minimum quantity: 3
- Percentage off: 20 (%)
- Code: OFF20FROM3 (appears in the order details)
💡 If you want to offer tiered discounts (e.g., 10% off from 3 items, 20% off from 5 items), make sure to add the lower tier first to ensure they apply correctly on the storefront.
You can also edit the progress and success messages shown in the footer summary as customers add products – these help encourage them to keep building their box and unlock discounts.
C. Design #
Choose from 3 ready-made templates for your box page: Gift Box, Makeup Kit, and Meal Kit. These 3 are just the beginning, we’re actively working on more stunning templates for you.
You don’t need to pick a template that matches your product type exactly, just go with the layout that fits your store’s vibe best.
Even better, we’re building a powerful Visual Editor so you’ll be able to customize templates easily and make them match your store’s look and feel.
Until then, if you select a template and want to make changes, just message our team via live chat. Tell us what you need, we’ll be happy to help.
💬 Need Help? #
If you run into any issues, feel free to reach out via our in-app live chat.
We’re always here to help!
