Case Study: How a Planner Brand Generated 100+ Bundle Orders in One Week with a Guided Bundle
This is an anonymous case study based on a real BYOB merchant. Certain details have been generalized to protect the merchant’s identity.
Choosing a planner is personal. Some customers prefer a particular layout, while others want extra pages for projects, notes, or daily routines.
But when a planner is made up of separate components, offering more choice can also make the buying process more complicated. Customers need to know where to start and which pieces work together.
A planner brand addressed this challenge with a Build Your Own Planner Bundle powered by BYOB’s Guided Bundles.
Customers start by choosing a planner layout and size. Based on that selection, the options in later steps update to show relevant products.
Within approximately one week, the bundle generated more than 100 orders, and orders continue to grow.
Here’s how the experience works.
Merchant Profile
This merchant sells planners and accessories designed to help customers organize their lives in a way that works for them.
Its product range includes different planner layouts, covers, inserts, and accessories. Customers can choose individual components and assemble a planner that suits their preferences.
The Build Your Own Planner Bundle gives shoppers a way to select these components through a single guided experience.
The Challenge
A customizable planner offers customers plenty of flexibility, but it also raises an important question:
How can customers confidently choose the right pieces when later options depend on their first selection?
A shopper may need to select:
- A planner layout and size
- A cover that fits
- Compatible inserts or additional planner pages
- Accessories and other extras
Showing every option at once could make it harder for customers to know where to start or which products fit their chosen planner.
The merchant needed a way to guide shoppers through these decisions while giving them the freedom to personalize their bundle.
The Solution: Build Your Own Planner Bundle
The merchant created a guided bundle that takes customers through the planner-building process step by step.
Bundle Name
Build Your Own Planner Bundle
Bundle Structure
Customers begin by selecting a 3-month undated Planner Pack in their preferred layout and size. This first choice becomes the foundation for the rest of the bundle.
The experience then guides customers through choices such as:
- A compatible cover
- Inserts and additional planner packs
- Accessories and extras
The available options in later steps update based on the customer’s initial selection. This helps customers focus on products that work with the planner they have chosen.
Bundle Discount
The merchant offers 15% off when customers purchase through the guided bundle. The discount is applied automatically as part of the bundle experience.
Product Delivery
The selected planner components arrive as individual pieces. Customers can assemble their planner at home and rearrange or replace pages as their needs evolve.
Customer Experience
The buying journey starts with one decision: which planner layout and size does the customer want?
After that, the guided flow helps customers build around their choice:
- Choose a Planner Pack. Select a 3-month undated layout and size.
- Choose a cover. Pick a compatible cover for the planner.
- Explore inserts. Add pages or compatible Planner Packs that suit their planning needs.
- Choose extras. Add accessories, or skip them to keep the bundle simple.
- Review the bundle. Check the selections and go back to make changes before adding the bundle to the cart.
The experience presents one decision at a time while giving customers control over their final planner.
Results
The Build Your Own Planner Bundle gained early traction after launch.
Within approximately one week, the bundle generated:
100+ bundle orders
Orders continue to grow fast, showing early customer interest in building a personalized planner from individual components.
While it is too early to draw conclusions about long-term performance, the initial response shows that customers are using the guided experience to create their own planner bundles.
Why It Works
1. The First Choice Guides the Rest
The planner layout and size are the starting point for the bundle.
By updating later options based on that choice, the experience helps customers find relevant products without having to work out every compatibility detail themselves.
2. Customers Can Build Around Their Needs
Not everyone plans the same way. One customer may want extra months of planning pages, while another may prefer inserts for a specific project or routine.
The bundle lets each customer choose the components that matter to them.
3. The Process Breaks a Complex Purchase into Steps
A planner made from separate components involves more decisions than a single preassembled product.
The guided flow organizes those decisions into a sequence, making it easier for shoppers to understand what to choose next.
4. Optional Extras Keep the Experience Flexible
Customers can explore accessories and extras without needing to include everything. They can build a more complete setup or keep their selection simple.
5. A Discount Adds Value to the Bundle
The 15% bundle discount gives customers an additional reason to purchase their chosen components together.
Key Takeaways for Shopify Merchants
This planner bundle illustrates how a guided buying experience can work for products with connected choices.
If you sell customizable kits or products with compatible components, consider the following:
✅ Start with the most important decision. Choose the product or option that determines what customers should see next.
✅ Show relevant choices as customers progress. Help shoppers focus on options that fit their earlier selections.
✅ Break the experience into clear steps. Give customers a manageable decision at each stage.
✅ Leave room for personalization. Let customers add the extras that fit their needs.
✅ Make it easy to review and edit. Customers should feel comfortable changing their minds before adding the bundle to the cart.
Similar Use Cases
A guided bundle can be useful beyond planners. Other examples include:
- Skincare routines built around a customer’s preferred product
- Camera kits with compatible accessories
- Craft kits with a choice of base materials and add-ons
- Bike or e-bike configurations
- Custom gift sets with a choice of packaging and contents
In each case, the goal is to help customers make a series of connected choices with greater confidence.
Implementation: A Custom Frontend Experience
To bring the guided planner builder to life, we worked with Aniel from Electric Enjin on the frontend experience.
BYOB’s Guided Bundles powers the step-by-step product selection, while the custom frontend presents the experience in a way that fits the merchant’s storefront.
Looking to create a custom frontend for your own bundle experience? Contact Electric Enjin to discuss your project.
Final Thoughts
This Build Your Own Planner Bundle turns a collection of individual planner components into a guided shopping experience.
Customers begin with a layout and size, then see relevant options as they build their planner. Within approximately one week, the bundle generated more than 100 orders, with orders continuing to grow.
For Shopify merchants selling products with connected options, this case shows how a step-by-step bundle can support a personalized buying experience while helping customers navigate their choices.
Build Your Own Guided Bundle with BYOB
BYOB – Build Your Own Bundles helps Shopify merchants create customizable bundle experiences.
With Guided Bundles, you can organize product choices into steps and guide customers through a selection process tailored to your products.
