Overview

Options can be created and linked to your Shopify products so you can offer a truly unique shopping experience to your customers.

This guide only contains steps for creating or editing non-priced options. Please visit Create and Edit Priced Options  for steps on creating and editing priced options.

Video Walkthrough

Creating an Option / Option Set

It's important to keep a Shopify product in mind during the creation of your option sets so that all of the selectable options are in order and to help you apply the options to the correct collection on your store.

Option sets can be applied to individual Shopify products, but not individual Shopify variants.

Setup

 From within the Product Options app, select Options in the top navigation bar.

•  Select Create Option Set. 

• Create an Option Set Name.

Note: This name is for your internal reference only and will not appear for your customers. We recommend naming it in accordance with the options you'll be creating, IE. T-Shirts or Pants.

• Choose Select Products, then select Products or Dynamic List

Note: If you are selecting more than 15 products, we recommend creating a dynamic list instead. These can be created as a Hidden Smart Collection within the Shopify admin.

If a newly created product is not appearing in the product selector, select Sync with Shopify at the top of the product selector.

•  If searching for products within this area, type the exact product name. Items will not appear if only partially searched. (IE. Searching Big Brown Bear instead of just Bear)
•  Select Save Selection.
•  Select Create new option.

• Enter a Name, Type, System Name, and Help Text for your option.

Note: You can adjust the way that the help text displays on your product page.

• Enter the Values.
• Check the Selected box if you'd like that value to be selected by default.

• Select Save.
• Select Create new option or Pick from existing. (optional)

Note: See Pick From Existing below for more information.

• Select Save Option Set once you are finished.

Pick From Existing

When creating option sets, you will have 2 choices when adding options to the set:

1. Create new option
2. Pick from existing

The Pick From Existing feature allows you to use pre-existing options from other option sets.

After selecting Pick From Existing while creating or editing an option set, you will be presented with a pop-up that displays all of your pre-existing options, including options that have since been deleted. 

You can also search for a specific option by typing the option's exact name into the search bar.

Once an option is selected, and the "Use option" button is clicked the option will be duplicated and tied to the option you had originally selected. Below the option name will be displayed a message on how many option sets are using it.

Changes made to this duplicate will affect the original option unless Make a copy is selected within the Pick From Existing pop-up window.

Editing and Deleting Options / Option Sets

• From within the Product Options app, select Options in the top navigation bar.
• Select Edit next to the option set you'd like to adjust, or Delete if you want to remove the entire option set. (including all of the options within it)

• Select Edit to delete an individual option, or Remove to delete the entire set of options.

• If you selected Edit, select the X next to the individual option you want to delete. Repeat for all options you'd like to remove.

• Select Save Option Set.

Removing Products from Option Sets

• From within Product Options, select Options.
• Select Edit on the option set.
• Select Review Products, then Edit Selection.
• Find the product you'd like to remove.
• Click the product, making sure it is not highlighted.
• Select Save Selection.
• Select Save Option Set.

Note: If the products are linked via Dynamic List, it's important to save your changes from the Shopify admin and then the Product Options app. Saving your changes in only 1 spot will result in issues on your storefront.

• From within Shopify admin, find the Collection linked to the option set.
• Find the product you'd like to remove.
• Remove the product and Save the changes in Shopify.
• From within Product Options, select Options.
• Select Edit on the option set.
• Select Review Products.
• Select Save Selection.
• Select Save Option Set.

We recommend Sync with Shopify from within the product selector after you delete or add new products to the Dynamic List. Once all the changes are made and saved, click on the Sync with Shopify button at the top of the product selector modal.

Searching for a Product

You can find the option set a product is tied to by searching the product title or product number in the Product Search page within the Product Options admin.

Note: In order to search by Product Number, you will need to change the Search By dropdown from Product Name to Product Number. When searching by Product Name, you will need to use the same spelling as it appears in Shopify.

After selecting Search, an option set that the product is tied to will be displayed below the search filters.

You can expand the option set to see the options created for this product by clicking on the " + " button.

In order to edit the option set listed in the search results, you will need to click on the Edit Option Set link.

"Option set is waiting to be re-synced"

The message option set is waiting to be re-synced is what we display to indicate that a sync of your option sets is currently in progress. This message will disappear once the sync has finished.

Note: A page refresh is needed to remove this message from your app admin once the sync has been completed.

A sync typically takes anywhere from 20 to 30 minutes, although there are variables that can affect this time:

• The number of products within the option set.
• The quantity of option sets currently syncing.
• When the last time a sync was performed.

If you are still seeing this message an hour or more after the sync began, please contact our Merchant Success team.