> For the complete documentation index, see [llms.txt](https://easify.gitbook.io/easify-box-bundle-builder-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://easify.gitbook.io/easify-box-bundle-builder-docs/user-guide/visual-editor/conditional-logic/conditional-logic-best-practices.md).

# Conditional Logic Best Practices

Conditional Logic allows you to create **dynamic product flows** that adapt to each shopper’s choices. Instead of displaying the same options to everyone, you can set rules such as: *“If the customer chooses X, then show Y.”* This ensures that only the most **relevant products and options** are shown, creating a personalized and streamlined shopping experience for every customer.

👉 In this guide, we’ll walk you through the **best practices** to keep your Conditional Logic clear, efficient, and customer-friendly.

> If you’d prefer a **broader overview** and want to explore **real-world use cases**, check out our [Overview Guide to Conditional Logic.](https://easifyapps.com/docs/conditional-logic-bb-overview/)
>
> Or, follow this [step-by-step guide](https://easifyapps.com/docs/setting-up-conditional-logic/) to learn how to set up Conditional Logic.

## Combine with Default Selected Products/Option

You can set **certain products or options** to be **pre-selected by default**.

This is especially useful when your conditional logic depends on product lists. By adding defaults, you make sure that some steps appear right away — without requiring customers to manually add those products first.

**Example:**

* Suppose you want the step “*Choose 2 Pillows*” to show only when a customer choose the Essential Bed Sheet Bundle option. If you set the Essential Bed Sheet Bundle as a **default selected option**, “*Choose 2 Pillows*” will appear right from the start.

![](/files/8eb86f5d8c3f4cee1c14cdc57203a769fc49debd)

### Set up default values

**Default values of custom fields:**

* Go to Box Content and open the option you want to configure
* Click at **Add option values** to open the **list of all values**

![](/files/6819061ab4e79c5d0067bbeb17ce584e9f66074b)

* Find the one you want to make the default
* Select the default option by ticking the box

![](/files/b23b6066c829a7302e2b2a13d885ad61e0eb7147)

**Default values of product lists**

* Go to Box Content and open the product list you want to configure
* Scroll down to **Default Selected Products** section
* Click at **Set default products** button

![](/files/f51db3f8e69d43fa8dbe21cefd23c9e2878e9515)

* Choose the products you want to automatically add as default and hit the Save button

![](/files/e83556d89e470665b0d0f9b725c67693357a68a2)

{% hint style="info" %}
Check out this step-by-step guide to [Default Selected Products](https://easifyapps.com/docs/default-selected-products/) to learn more if you want!
{% endhint %}

## Combine with Required Selections

Conditional Logic works perfectly when combined with **Required Selection** rules. This allows you to control how many items customers must choose before moving on to another step.

**Example:**

Imagine you sell snack gift boxes in different sizes:

* **Small Box (S)** → requires **1 sweet snack + 1 salty snack**
* **Large Box (L)** → requires **2 sweet snacks + 2 salty snacks.**

To configure this, **create separate product lists of sweet snacks and salty snacks for each box size** (Small, Large), and assign unique conditional logic and required selection rules to each one.

From the customer’s perspective, the process feels simple and seamless:

* They only see **one product list** when building their box.
* When they choose a box size, the system quietly enforces the right rules in the background.
  * If they pick a Small Box, the builder will lead them to the **sweet** snacks product list that **requires 1 product**, and **salty** snacks product list that **requires 1 product**.
  * If they pick a Large Box, the builder will lead them to the **sweet** snacks product list that **requires 2 product**, and **salty** snacks product list that **requires 2 product**.

![](/files/c8c5d26b06a84eb40c25f5c4f0a10ed3348c8666)

### Set up Required Selections

* From Box Content, go to the product list that need these required selections setup.
* In general, scroll down to **Required Selection**
* Click at **Add conditions** button.

![](/files/664fa2363536bec4d8a59966971aad59c0808f7d)

* Requirements can be based on either:
  * **Quantity** (number of products)
  * **Amount** (total value of products)
* You can define conditions using:
  * *is equal to*
  * *is greater than or equal to*
  * *is less than or equal to*

![](/files/c667436aae9ea20119807ecd93754b817edb663a)

* If customers don’t meet the requirement, they’ll be prompted to add more before continuing.

## Plan Before Building

Before you begin creating your box builder, take time to **map out the customer journey**. A clear plan ensures that your setup is logical, efficient, and easy to maintain.

* **Define the flow:** Outline the steps a customer will take from start to finish.
* **Identify decision points:** Pinpoint where Conditional Logic should apply — for example, box size, personalization options, or product categories.
* **Document your setup:** Keep a record of your rules and structure so you can easily adjust or expand later.

By planning ahead, you’ll create a smoother experience for customers and save yourself time when updating or scaling your box builder.

## Test Thoroughly

As a final tip for you, remember to test it thoroughly before publishing the box!

* Test your builder on both desktop and mobile devices.
* Check that steps/groups/elements appear and disappear as expected.
* Double-check that every branch of your conditional logic correctly shows or hides the right options.

## Need Assistance?

If you have questions or need assistance setting up conditional logic, don’t hesitate to reach out! Our support team is available via in-app live chat and ready to help you make the most of Easify Box Builder's features.


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