Dynamic Build-a-Box setup guide

How does a Dynamic Build-a-Box work?

Dynamic boxes use tiered discounts to encourage customers to add more to their box. You define the thresholds, and customers see their progress toward the next discount as they shop.

There are two pricing models:

• Quantity Based: Discounts unlock based on how many items a customer adds (e.g., buy 4 items for 5% off, buy 10 for 15% off). Best for catalogs where products have similar prices.

• Price Based: Discounts unlock based on total spend (e.g., spend $50 for 5% off, spend $60 for 10% off). Also best for similarly priced products, but gives you more control when you want to tie discounts to revenue thresholds.

Both models follow the same setup flow. The only difference is how the discount criteria are calculated.

View the customer-facing storefront guide here.

How to set up a Dynamic Build-a-Box

Step 1: Navigate to Build-a-Box

1. In the left-hand menu of your Skio Dashboard, go to Acquire > Build-a-Box.

2. Click + New box.

Step 2: Select your box style

1. You'll land on the Select a box style screen (Step 1 of 3).

2. Choose either Dynamic Box - Quantity Based or Dynamic Box - Price Based.

3. Click Next.

Which one should I pick?

If you're not sure, Quantity Based is the more common choice and easier for customers to understand.

Step 3: Configure your box

This is Step 2 of 3 in the setup flow. The page has five sections. A live Preview panel on the right side updates as you make changes, so you can see the customer experience in real time.

Basic info

• Box name (required): This is both the internal name and the customer-facing name. It also syncs to the Shopify product page.

• Internal description: Notes for your team. Not shown to customers.

• Box image: Upload the image that displays on your storefront and Shopify product page. This syncs to Shopify automatically.

Box Mechanics

This is where you define your discount structure.

• Price model / Discount criteria: Automatically set based on the box style you chose. For Quantity Based, this is Total number of items. For Price Based, this is Total spend.

• Discount tiers: Set each threshold and the corresponding discount. You can choose between a fixed dollar amount off or a percentage off. Click Add to create as many tiers as you need.

• Box size options: Choose how customers fill the box:

  • Min/Max: Customer can add any number of items within a range you define (e.g., minimum 2, maximum 12).

  • Specific sizes: Customer picks from set size options (e.g., 4, 6, or 12 items).

Items available for this box

This is your product catalog for the box.

1. Click Add product to add products and variants.

2. Drag items to reorder how they appear on the Buy page.

One-time upsell items (optional)

These are add-on products offered to the customer after they've filled their box, before checkout. They're separate from the box contents and billed as one-time purchases.

Click Select products or categories to add upsell items.

Customize your Buy Page content

Control the text and display settings customers see on the Buy page.

• Toggle Use default Skio copy on to use Skio's standard text. Turn it off to customize the following fields:

  • Header and Subheader

  • Customer portal box title

  • One time upsell header and One time upsell subheader

  • Discount title

• Display settings:

  • Display variants as separate cards: Show each variant as its own card instead of grouping under one product.

  • Default to one time purchase: Pre-select the one-time purchase option instead of subscription.

  • Redirect to cart: Send customers to the cart page after adding the box instead of going straight to checkout.

  • Show parent box view: Display the parent box view in the customer portal.

  • Hide item child price (customer portal): Hide individual item prices in the customer portal.

Once everything looks good in the Preview panel, click Next.

Step 4: Link a Selling Plan (optional)

This is Step 3 of 3. Connecting a Selling Plan makes the box available as a subscription. If you don’t set a Selling Plan, the box will only be available as a One-time Purchase.

You have two options:

• Select an existing Selling Plan from the dropdown, or

• Click Create new selling plan to build one inline

If you're not ready to add a Selling Plan yet, click Skip. You can always add one later from the three-dot menu on the box card.

Click Confirm to publish the box.

Step 5: Link to the box builder page

The box builder page is created automatically by Skio and has a unique URL in this format:

yourstore.myshopify.com/a/account/custom-tools/dynamic-box?product=BOXPRODUCTID

After creating a box, a View button will appear at the top of the Build-a-Box page. Click this to open your box builder page and get the URL.

After setup

View the customer-facing storefront guide here.

After saving, you'll be redirected to the Build-a-Box list view. Your sectioned box will appear as a Draft.

From the Build-a-Box list view, click the three-dot menu on your box card to:

• Edit: Reopen the box setup to make changes.

• Duplicate: Copy the box as a starting point for a new one.

• View in Shopify: Jump to the product in Shopify admin.

• Customer View: Preview the Buy page as a customer sees it on your storefront.

• Disable: Set the box to Draft in Shopify (removes it from the store).

• Delete: Permanently remove the box.

Considerations

• Boxes with active subscribers are locked from editing. If you need to make changes to a box that already has subscribers, you'll need to duplicate it and create a new version.

• Editing pricing on a live box triggers a prompt asking whether to apply changes to all subscriptions (existing and new) or new subscriptions only. Applying to all will notify existing subscribers, so choose carefully.

• Editing box size on a live Dynamic box doesn't interrupt existing billing. However, subscribers will need to meet the new size requirements the next time they edit their box.

• If Shopify publish fails, the box saves as a Draft with a retry message. Try publishing again, and if it persists, contact support.

• Only admin-level users can publish to Shopify or create/edit Selling Plans.

• Selling Plans sync both ways. Changes you make in Build-a-Box are reflected in Products > Selling Plans, and vice versa.