Build a set

The Build a set section lets a shopper put together a set, such as a routine or a tasting flight, from up to four steps and add it to the cart in one go. The cart keeps the set together under its name.

The theme never calculates a price or a saving. Any set price comes from an automatic discount you create in Shopify, and the section only shows the message you write for it.

Add the section

In the theme editor, click Add section on the page that should hold the set and choose Build a set.
In Set name, name the set, for example “Your routine”. The cart shows this name above the set’s products.
Add a Heading and Text if you want them.
Choose a Layout:
- Steps shows one step at a time under numbered tabs, with a summary of the picks beside it. Once a step has its maximum, the next step opens. On phones the summary becomes a bar at the bottom of the screen that opens into a sheet.
- Grid shows every step at once under a bar with a ruler of the pick count, the picks so far and the add button. On phones the bar comes after the steps.

The section shows nothing to shoppers until at least one step has a collection with products. The Build a set reference lists every setting.

Add the steps

Add a Set step block for each step. The section uses the first four steps and hides any after them.

Heading names the step, such as “Cleanse”.
Collection holds the products the shopper picks from. The step shows up to the first 12 products of the collection. Products that can only be bought with a subscription are left out.
Minimum picks and Maximum picks set how many products the shopper picks in this step. A minimum of 0 makes the step optional. A minimum above the maximum counts as the maximum.

Each step shows its rule, such as “Pick 1”, “Pick up to 2” or “Pick 1-2”, and how many the shopper has chosen. A whole set holds at most 12 products.

See the Set step settings in the reference.

How shoppers pick

Each product card has a “Pick” button.

A product with one variant is picked with one tap. A second tap removes it.
A product with several variants opens a list of its variants under the card, and the shopper picks one. Sold-out variants can’t be picked.
A sold-out product shows “Sold out” instead of “Pick”.
When a step has its maximum, the rest of its products read “Step full” until the shopper removes a pick.

In the Steps layout, the summary lists each pick with its step, variant and price, and an empty line for each pick a step still needs. The Grid layout lists the picks in its bar instead. The “Add set” button works once every step has its minimum. Picks live only on the page, so a reload starts the set again.

Tier messages

A Tier message block names what a pick count earns, for example a discount you created in Shopify.

Pick count is the number of picks that reaches the tier.
Message is the text the shopper sees, such as “Pick 3, save 10%”. A tier with no message doesn’t show.

Before the shopper reaches the first tier, the section shows the next one as a target, such as “Target · Pick 3, save 10%”. Once a tier is reached, it shows the highest one reached with the pick count, such as “3 picked · Pick 3, save 10%”. The Grid layout also marks each tier on its ruler. In the Steps layout, a set with at least one tier can also show a line under the add button, such as “Your savings are applied in the cart.” Write it in Savings note. The setting starts blank, and a blank note shows nothing, so leave it blank unless an automatic discount gives the savings.

See the Tier message settings in the reference.

Price the set with an automatic discount

The message is only text. To give shoppers the saving it names, create an automatic discount in Shopify admin, such as an amount off products or a buy X get Y discount. Set its conditions to match your set, for example the collections your steps use and the number of items your tier message names. Then write a Message that says what the discount gives.

Shopify applies an automatic discount in the cart and at checkout when its conditions are met. See Shopify’s guide to automatic discounts.

The set in the cart

“Add set” adds every pick in one request, opens the cart drawer, or the cart page when Cart type is Page, and clears the picks. If Shopify refuses a product, for example because it sold out after the page loaded, the reason shows under the button and the picks stay.

In the cart drawer and on the cart page, the set’s products show as one numbered entry:

a heading row with the set name and its number of products, such as “Your routine · 3 products”
the set’s price after Shopify’s discounts
a “Remove set” button that removes all of the set’s products at once
the set’s products under it, each with its quantity and no quantity buttons of its own

The Cart guide covers the rest of the cart.

Build a set section