Creating a Bundle Subscription Plan
Getting started
Section titled “Getting started”From your Subsy dashboard, go to Bundle Plans, then click + Create Bundle Plan.
Step 1 — Bundle Plan Name & Description
Section titled “Step 1 — Bundle Plan Name & Description”Give your bundle a name (e.g. “Build Your Own Coffee Bundle”) and an optional description shown to customers.
Step 2 — Bundle Rules
Section titled “Step 2 — Bundle Rules”- Minimum Items / Maximum Items — the smallest and largest number of products a customer can pick per delivery.
- Allow duplicate products in same bundle — if checked, a customer can pick the same product more than once (e.g. 2× the same coffee blend). If unchecked, each product can only be selected once per bundle.
- Pack Sizes — a comma-separated list of exact quantities the customer can choose from (e.g.
1,2,3,4,5,6,7,8,9,10). This becomes a dropdown/selector at checkout.
Step 3 — Delivery Frequencies
Section titled “Step 3 — Delivery Frequencies”Add as many delivery frequency options as you want. Each one needs:
- Label — what the customer sees (e.g. “Weekly”, “Every 3 weeks”).
- Days — how many days between deliveries (e.g. 7 = weekly, 14 = every 2 weeks, 21 = every 3 weeks).
Customers pick one of these frequencies at checkout. Click + Add Frequency to add more, or Remove to delete one.
Step 4 — Discount Tiers (JSON format)
Section titled “Step 4 — Discount Tiers (JSON format)”Quantity discounts are configured as a JSON array, where each tier defines a quantity range and a discount percentage:
[ { "minQty": 1, "maxQty": 3, "discount": 10 }, { "minQty": 4, "maxQty": 999, "discount": 15 }]This example means: 1–3 items = 10% off, 4 or more items = 15% off. Use a large number like 999 for your top tier’s maxQty to make it effectively unlimited.
Step 5 — Select Products
Section titled “Step 5 — Select Products”Search and check the products you want available for customers to choose from when building their bundle. The Selected: X products counter at the bottom confirms how many you’ve picked.
Step 6 — Review & Create
Section titled “Step 6 — Review & Create”Before creating, review the summary panel showing your Plan Name, Items per bundle range, Products Available count, and configured Frequencies. Once everything looks correct, create the plan.
Managing an existing bundle plan
Section titled “Managing an existing bundle plan”From the Bundle Plans list, plans are organized under All, Active, and Inactive tabs. From there you can edit, activate/deactivate, or delete a bundle plan.