---
title: "Dynamic Build-a-Box setup guide"
slug: "dynamic-build-a-box-setup-guide"
description: "Create custom subscription boxes with Dynamic Build-a-Box, adjusting prices and managing inventory effortlessly while enhancing customer experience."
updated: 2026-05-21T14:47:37Z
published: 2026-05-21T14:47:37Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.skio.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

> [!NOTE]
> View the [customer-facing storefront guide here](/help/docs/build-a-box-customer-experience).

## 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**.

![](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/CleanShot 2026-02-19 at 11.28.53@2x.png)

### 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**.

![](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/CleanShot 2026-02-19 at 11.30.18@2x.png)

#### Which one should I pick?

|  | Quantity Based | Price Based |
| --- | --- | --- |
| **Discount trigger** | Number of items in the box | Total dollar amount in the box |
| **Best for** | Products with similar prices, multiple item tiers | Products with similar prices, multiple spend tiers |
| **Example** | Buy 4 items, get 5% off. Buy 10, get 15% off. | Spend $50, get 5% off. Spend $60, get 10% off. |
| **Progress tracker shows** | Items added vs. items needed | Dollars spent vs. next spend threshold |

> [!NOTE]
> 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).

![](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/CleanShot 2026-02-19 at 11.31.53@2x.png)

Preview what the box will look like based on the Box Mechanics configuration.

#### 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.

![](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/CleanShot 2026-02-19 at 11.49.13@2x.png)

How One-time add-ons appear to the customer on the Buy pages.

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)

> [!NOTE]
> 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

![](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/CleanShot 2026-02-19 at 12.02.03@2x.png)

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`

![](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/CleanShot 2025-12-01 at 17.47.07@2x.png)

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.

![](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/CleanShot 2025-12-05 at 14.32.09@2x.png)

Use this URL to link to your box from anywhere on your site, such as your main menu.

> [!WARNING]
> Without including this URL in your theme (e.g., in your navigation, homepage, or product pages), the box will not display automatically on your storefront.

## After setup

> [!NOTE]
> View the [customer-facing storefront guide here](/help/docs/build-a-box-customer-experience).

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

![](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/CleanShot 2026-02-19 at 12.02.48@2x.png)

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.

## How dynamic box orders appear in Shopify

When a dynamic box subscription bills, each product the customer selected appears as its own line item in the Shopify order at its individual price. There's no parent box line, only the products themselves. All line items are treated as normal products for fulfillment purposes.

![Order summary showing unfulfilled items including immunity, sleepy, and greens shots.](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/CleanShot 2026-03-26 at 14.39.52.png)

## 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.

#### How to disable the Dynamic Build-a-Box selling plans on child products in Facebook & Instagram

If your store has Facebook & Instagram connected as a Shopify sales channel, the selling plans attached to your Dynamic Box child products will automatically sync to that channel. This means those products could appear on Facebook or Instagram with subscription options — including billing intervals — that are only intended for the Build-a-Box flow, not for standalone purchase.

To prevent that, you'll need to manually disable the Dynamic Box selling plan for your child products in the Facebook & Instagram sales channel.

> [!WARNING]
> **Note:** This only applies if you have the Facebook & Instagram sales channel active in Shopify. If you don't use Meta sales channels, you can skip this step.

Before you start, grab the Shopify ID for your Dynamic Box selling plan:

1. In your **Skio Dashboard**, go to **Products** > **Selling Plans**.
2. Open the selling plan you created for your Dynamic Box.
3. Scroll to the bottom and locate the **Shopify ID** field. Note the numeric string at the end — you'll need it in the next step.

![](https://cdn.us.document360.io/a953bba6-c70d-43ce-bc77-d7f32a8fc514/Images/Documentation/CleanShot 2026-05-11 at 13.09.52@2x.png)

Then, in Shopify:

1. In your Shopify admin, go to **Sales Channels** > **Facebook & Instagram**.
2. Under **Product Status**, select **View all synced products**.
3. Select the relevant child products for your Dynamic Box.
4. Under **Facebook & Instagram fields**, find the **Subscription Plans** field and click **Change**.
5. Toggle off the selling plan that corresponds to your Dynamic Box (match the **selling plan ID** to the Shopify ID you noted above).
6. Save your changes.

Your child products will no longer show Dynamic Box subscription options on Facebook or Instagram.