Setting up the box builder

Creating a box

1. Open Box builderBox builder has its own place in the menu of the dashboard. Switch on 'Box builder on'.
2. Add a boxClick 'Add box' and give the box a name. The customer sees that name above the box and next to the discount in the cart. Until you save the box the address follows the name; you can change it yourself.
3. Choose the collectionClick 'Choose collection' and search for the collection the customer chooses from. The products are shown on the box page in the order of the collection.
4. Fill in the sizesFor each size the number of products and the discount in whole percents. A size without a discount gets 0. A larger box cannot give less discount than a smaller one.
5. Choose how you sell the boxAs a subscription and one-time, as a subscription only, or one-time only. For a subscription you choose the plan; the customer chooses from the frequencies of that plan.
6. SaveLoyalo creates the discounts in Shopify. Each size shows its status: 'Discount active in Shopify', 'Updating', 'No discount', 'Same discount as the size below', or 'Not active' with the reason Shopify refuses the discount.

What you set per box

You can create up to 8 boxes. With more than one active box, yourshop.com/apps/loyalo/box shows an overview of your boxes.

The box in your shop

Every box has its own page in your shop, in the style of your theme. The address is shown with the box in the dashboard. Put it in your menu, on a banner or in an email. The buttons take the colour and the corner radius of your brand settings. Font and text colour come from your theme, unless you filled in a font under Brand.

Want the box on a page of its own or on the homepage? Add the block 'Loyalo box builder' in the theme editor and fill in the address of the box.

• The customer chooses a size. A size with a discount shows the percentage.
• If you sell the box both ways, the customer chooses between subscription and one-time, and for a subscription the frequency.
• They add a product with 'Add' and then with plus and minus. If a product has variants, they choose the variant on the card.
• The bar at the bottom shows what is in the box, how many are still needed and the total. A tap on a product in the bar takes it out of the box.
• When the box is full and a larger size gives more discount, the bar offers that size.
• A sold-out product cannot be chosen. For a subscription the same goes for a product that is not in the plan, and for a one-time purchase for a product you only sell as a subscription.
• If no product of the collection is in the plan, the box page does not offer a subscription. If you sell the box as a subscription only, the page says the box cannot be ordered right now.

The texts of the box page itself (buttons, counters, messages) are in Dutch, English and German and follow the language of your shop. In any other language the customer sees the English texts. The name and the text above the box are not translated.

What goes into the cart and onto the order

Every chosen product goes into the cart as its own line, with the chosen quantity. On the order each line carries the property 'Box' with the name of the box, so you can see what belongs to the box when packing. Stock, tax and shipping costs work as for any other product.

The discount of a size

• For each size with a discount Loyalo creates an automatic discount in Shopify. That works on every Shopify plan.
• The discount applies as soon as the cart holds at least as many products from the collection as the size, bought in the way you sell the box. That is also the case when a customer puts those products in the cart one by one, without the box page. With two boxes in one cart the total counts.
• Subscription products chosen outside the box page get the discount on the first order only. The lasting discount is for products chosen through the box page.
• The discount does not stack with another discount on products, such as a volume discount or the discount of a tier. The customer gets the best of the two.
• The discount of the subscription plan does count: it is already in the price of the product.
• Box builder and volume discount share 20 automatic discounts between them. A size without a discount does not count, and two sizes of the same box with the same discount count as one.

A box as a subscription

With a box as a subscription, every product becomes a line of the same subscription. The first order gets the discount in the checkout. For the deliveries after that, Loyalo puts the same discount on the subscription, on the products of the box.

In 'My subscription' the customer sees the box with the number of products and the discount. With 'Change box' they choose new contents or another size of the same box; the discount follows the size. This also works in the Shopify customer account. The change applies from the next delivery.

• 'Change box' is available as long as 'Swap product or variant' is on under Subscriptions › Settings. The customer must be logged in: it does not work through the link in an email. It is also not available for a prepaid subscription.
• The customer chooses from the products of the collection that are published in your online store and are in the plan. What is already in the box may stay, also when you take it out of the collection; the discount stays as well.
• The products of a box cannot be swapped or changed in quantity one by one. That way the box keeps a size that exists.
• If you change the discount of a size or remove a size, running box subscriptions follow: from their next delivery they get the discount that now goes with their number of products.
• If you remove or deactivate a box, customers with that box keep their products and their discount. They can then no longer change the contents themselves.

Numbers per box

Every saved box shows the numbers of the last 30 days: visits of the box page, how often the box was put in the cart (and how often as a subscription), orders with the box and their revenue. Deliveries of a box subscription count as an order. You also see how many subscriptions with the box are running or paused now.

Frequently asked questions