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# How to Create Your First Mix & Match Bundle

Create your first Mix & Match Bundle with uShopAid by selecting a template, adding products, configuring your bundle settings, and customizing the design.
A typical Mix & Match Bundle setup includes:
* Choosing where the bundle appears
* Selecting a bundle offer type
* Choosing a template
* Adding products
* Configuring discounts (optional)
* Setting subscription options (optional)
* Customizing the bundle design
|| This guide applies to the **Mix & Match Bundle Editor** version. The Legacy version uses a different interface.

## Step 1: Create a new bundle
From the uShopAid dashboard, click:
**Create bundle**
to start creating your first Mix & Match Bundle.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/f/1/4df10d1472327800/image_1gsurcx.png)

*Click Create bundle to start creating your first Mix & Match Bundle.*

## Step 2: Choose Mix & Match Bundle
On the bundle type page, select:
**Mix & Match Bundle**
Mix & Match Bundle allows customers to select products and create their own bundle experience.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/f/1/4df10d1472327800/image_1rjezt0.png)
*Select Mix & Match Bundle from the bundle type menu.*

## Step 3: Choose where your bundle appears
Choose the placement that matches your storefront experience.
### Product page embed
Displays the bundle directly on an existing Shopify product page.
Use this when you want customers to build a bundle while browsing a product page.
Example:
* Add a bundle section below product information

### Full page
Creates a dedicated bundle page.
Use this when you want a standalone bundle shopping experience.
Examples:
* Gift box page
* Custom bundle landing page


![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/f/1/4df10d1472327800/image_1rp80xh.png)

*Select where your Mix & Match Bundle will appear in your storefront.*

## Step 4: Choose your offer type
Choose the offer type that matches your bundle strategy.

## Build a box
Use Build a box when customers create their own bundle by selecting products.
The bundle total is based on the selected products.
Examples:
* Build your own gift box
* Create your own product selection
* Custom product combinations
Build a box can also use discount rules if you want to create promotional offers.

## Single box
Use Single box when you want one bundle box with a defined configuration.
Examples:
* Choose any 3 products for $199
* Fixed-price bundles
* Premium product upgrades

## Multi-box
Use Multi-box when you want multiple bundle box options.
Examples:
* Choose a 3-item box
* Choose a 5-item box
* Choose an 8-item box
Each box can have its own configuration.

## Buy More Save More
Use Buy More Save More for quantity-based discount promotions.
Examples:
* Buy 3 items → 20% off
* Buy more, save more
* Tiered quantity discounts


![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/f/1/4df10d1472327800/image_wlt1oa.png)

*Choose the offer type that matches your bundle strategy.*

## Step 5: Select a template
Choose a template that matches your bundle scenario.
Templates provide a starting point for your bundle layout and settings.
Examples:
### Color Swatch
Recommended for products with variants.
Examples:
* Clothing
* Beauty products
* Jewelry
Supports:
* Color selection
* Variant options

### Fixed-price templates
Recommended for:
* Fixed-price bundles
* Build-your-own sets with a fixed total price
Example:
Choose 3 products for $199.

### Buy More Save More templates
Recommended for:
* Quantity-based promotions
* Tiered discounts
Example:
Buy more, save more.

You can customize the template after creation.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/f/1/4df10d1472327800/image_1juvh29.png)

*Choose a template to start building your bundle.*

# Step 6: Add products to your bundle
After entering the Bundle Editor, add products first.
The editor will ask you to add products to the product list before continuing customization.
Click:
**Select products**
or:
**Select collections**
Products added here will become available for customers to choose from.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/f/1/4df10d1472327800/image_ifll92.png)

*Add products or collections that customers can select in your bundle.*

# Step 7: Configure bundle pricing and discounts (Optional)
After adding products, configure pricing rules based on your bundle strategy.
Go to:
**Discounts → Add discount rules**
Discounts are optional.
You can create bundles without discounts.

Discount rules can include:
### Percentage off
Example:
```
20% off
```

### Amount off
Example:
```
$20 off
```

### Specific price
Example:
```
Bundle total becomes $199
```

### Free gift
Example:
```
Spend $100 and receive a free gift
```

### Free shipping
Example:
```
Spend $200 and get free shipping
```

### Cheapest item discount
Example:
```
Get the cheapest item 100% off
```

### Most expensive item discount
Example:
```
Get the most expensive item 50% off
```

Discount rules can be triggered based on:
* Quantity
* Amount
You can also add additional conditions such as required products.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/f/1/4df10d1472327800/image_kd89h4.png)

*Configure discount rules based on your promotion strategy.*

# Step 8: Configure subscription options (Optional)
If your products support Shopify subscription plans, you can enable subscription options.
Customers may choose:
* One-time purchase
* Subscribe and Save
Subscription availability depends on your Shopify subscription setup.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/f/1/4df10d1472327800/image_1ge05ga.png)


*Enable subscription options when your products support recurring purchases.*

# Step 9: Customize the bundle color theme
Go to:
**Bundle Design**
to customize the overall appearance of your bundle.
uShopAid uses a theme color system.
This means the template uses shared color variables, allowing you to update the overall bundle style quickly.
You can:
* Choose a preset theme
* Change the Primary color
* Adjust Text, Background, and Border colors

## Change the primary color
In most cases, you only need to update the:
**Primary color**
After changing the primary color, related supporting colors are generated automatically.
This helps you quickly match the bundle with your store branding.

## Advanced color settings
If you need more control, you can customize automatically generated supporting colors.
Available settings include:
* Primary colors
* Text colors
* Background colors
* Border colors


*Choose a theme or update the primary color to quickly change the overall bundle style.*

![](https://storage.crisp.chat/users/helpdesk/website/-/4/d/f/1/4df10d1472327800/image_11erc9c.png)

*Fine-tune automatically generated supporting colors when needed.*

# Step 10: Customize your bundle design
After setting the main colors, you can further customize your bundle.
You can adjust:
* Layout
* Product cards
* Typography
* Summary panel
* Buttons
* Product information
You can also add ProductCard elements such as:
* Variant picker
* Product rating
* Product badge
* Product metafield
* Category metafield
* Variant metafield


*Customize the bundle layout and product experience.*

# Step 11: Save and preview your bundle
Before publishing, preview your bundle and check:
* Products display correctly
* Customers can select products
* Pricing works correctly
* Discounts apply correctly
* Subscription options work correctly
* The design looks good on desktop and mobile
Click **Save** when everything is ready.

# Frequently asked questions
## Do I need to add discounts?
No.
Discounts are optional.
You can create a bundle without discount rules.

## Which offer type should I choose?
Choose based on your selling scenario:
**Build a box**
Customers create their own bundle by selecting products.
**Single box**
One bundle box with a defined configuration.
**Multi-box**
Multiple bundle box options.
**Buy More Save More**
Quantity-based discount promotions.

## Can I add products from collections?
Yes.
You can select individual products or use collections as your product source.

## Can customers select product variants?
Yes.
Add a Variant picker element to the ProductCard.

## Can I change the bundle design after creating it?
Yes.
Templates are starting points. You can customize the design after creation.

## Can I change the bundle colors quickly?
Yes.
Use **Bundle Design → Themes** to select a preset theme or update the primary color.
The related colors will be generated automatically.

# Related guides
[How to Configure Product Lists in the Mix & Match Bundle Editor](https://support.ushopaid.com/en/article/how-to-configure-product-lists-in-the-mix-match-bundle-editor-1esirtc/)
[Understanding Discount Rules in the Mix & Match Bundle Editor](https://support.ushopaid.com/en/article/how-to-create-and-manage-discount-rules-in-the-mix-match-bundle-editor-ut56pc/)
[How to Customize Product Cards in the Mix & Match Bundle Editor](https://support.ushopaid.com/en/article/how-to-customize-product-cards-in-the-mix-match-bundle-editor-112rd2p/)
[How to Display Color, Size, and Other Variant Options in the Mix & Match Bundle Editor](https://support.ushopaid.com/en/article/how-to-display-color-size-and-other-variant-options-in-the-mix-match-bundle-r25xuk/)