📍First Page: Option Set

Get started with creating an Options Set and choose a product to apply it to.

Option Set = a set of options that you can use for specific products.

1. Create Option Set

1.1. In the Option Set tab, click on Create Option Set

1.2. After clicking on Create Option Set, a new Option set will show up. You can edit the Option Set's name here and click on the arrow on the left to start adding options.

Click on Add Option to create a new option in your Option Set.

Click on Select From Option Template to use the options in Option Template that you created.

1.3. After hitting Add Option, a Pop-up will show up. You will need to fill in all the information of the Option in the Pop-up and hit Save button to finish creating an option.

These are the terms you will see and what they means:

  • Option name:

The Option name is the name of the option showing in our app and it will not display on the storefront product page. This data only shows while setting up options and can help you keep them organized.

  • Label on Product:

The Label on Product is the title for your option. It is the text appearing above the option field on the storefront product page.

  • Label on Cart:

The Label on Cart is the text appearing on the Cart summary screen, Checkout, and Order detail page, next to what customers have inputted or selected for the option. This value needs to be unique for each and every one of your options.

  • Option Type:

The Option Type includes 10 types that you can choose according to your needs: Radio Buttons, Checkboxes, Drop-Down Menu, Swatch, Text, Large text, Number, DateTime, Color Picker, and File Upload.

You can save the option you just created to the Option Template and use it for other Option Sets in the future.

1.4. Find the products you want to apply the Option Set to using Tag/ Vendor/ Product Type/ URL/ URL Handle/ All Products.

Add other products using AND/OR (Optional)

You can also add other products in this option set using the AND/OR buttons.

For 'AND', products must satisfy all Tag/Vendor/... to have the Option Set applied.

For 'OR', products that have either condition will have the Option Set applied.

Tick the checkbox in the Required column to make options compulsory. Customers cannot skip required options to proceed with adding products to Cart. Click on Status button to turn the option on/off. There are 4 Actions you can do with the Option, that are View - Edit - Duplicate - Delete.

The required option will show on the product page with a red asterisk.

1.5. Click on Save changes.

2. Edit Option Set

2.1. Click on the Edit button on the Actions tab of the option

Advanced Options Click on Show Advanced Options in the Option Edit tab. These Options are advanced feature helping your store come closer to the customer by customizing details of the Option.

Each Option Type will has its own sets of Advanced option and the Note is in the Tooltip beside the Advanced Option title. There is only one thing you want to notice, it is that inside Text, Large Text, Number and Dropdown Option types, you will see the Placeholder text. This Text line is used to fill in the Blank of the Option box before the Customer type in anything.

The Placeholder Text will show as faded words inside the box in the store front product page.

--> If you have activated the app in the theme, you can see them on the storefront now!

If not? Take 1 minute to activate the app.

Now you can check your great work on the storefront!

Need help? Let us know via in-app live chat or email: [email protected] 🤩

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