How to set up the bundle builder

The Bundle builder lets customers pick several products and see a discount update live as they add items.

Video walkthrough: build your own bundle with Helix.

Helix only displays the bundle price and savings. The real discount is applied by a native Shopify automatic discount that you create separately. The block settings must mirror that discount exactly, or the preview will not match the checkout total.

The Bundle builder pairs with two kinds of Shopify automatic discount — Amount off products and Amount off order. Both follow the same steps, so this guide walks through one worked example: 10% off when a customer buys 3 or more products from the Men's hiking collection. For an order-level discount, pick Amount off order and a Purchase amount minimum instead of a quantity — everything else is identical.

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Step 1 — Create the Shopify discount

In Shopify admin, go to Discounts → Create discount and choose Amount off products, then set the Method to Automatic. For our example, enter:

• Discount value — 10% off

• Applies to — the Men's hiking collection

• Minimum requirement — Minimum quantity of items → 3

Save it, and note the values — you re-enter them in the theme so the preview matches.

Creating a 10%-off automatic discount in Shopify admin

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Step 2 — Match the discount in the Bundle summary block

Add the Bundle builder section, open the Bundle summary block → Discount settings, and enter the same numbers as the discount above:

• Discount type — Amount of products

• Discount method — Percentage

• Label — Save 10% (the text customers see)

• Discount percentage — 10

• Minimum requirement — Quantity of items

• Minimum quantity — 3

Matching the discount in the Bundle summary block

For multi-tier savings (for example, 10% at 3 items and 15% at 5), create one Shopify automatic discount per threshold, then enable Tier 2 and Tier 3 and mirror each one here.

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Step 3 — Point the product list at the right products

In the Product list block, set the Collection to Men's hiking — the same collection the Shopify discount applies to — so only eligible items appear in the builder.

Pointing the Product list block at the Men's hiking collection

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Result

On the storefront, a customer adds products to the bundle. Once they reach 3 items, the summary shows the Save 10% label and the discounted total updates live.

Storefront bundle builder showing the 10% saving applied

When the bundle is added to the cart, the Shopify automatic discount applies the real 10% — matching the previewed saving exactly.

Cart showing the same 10% discount applied

The tier settings only preview the price as the bundle is built. The actual saving is always applied by the Shopify automatic discount at checkout.

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