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  • About
  • Apps
    Easify Product Options
    Easify Product Attachments
  • Resources
    Help Center
    Easify Product Options
    Easify Product Attachments
    Video Tutorials
    Easify Product Options
    Easify Product Attachments
  • Partners
  • Blog
  • Contact

Easify Product Options App

Getting Started
    Key Terminology Simplified
    • Custom options & variants
    • Option set
    • Option set templates
    • Option type (Option input)
    • Your option sets
    • Option label
    • Option name
    • Option value
    • Option group
    • Price Add-ons
    • Conditional logic
    • Live preview
    • Help text
    • Placeholder
    • Information (Tooltip)
    • Option widget
    Option Input Types
    • Design Layer
    • Text Box
    • Text Area
    • Number Text Box
    • Color Swatches
    • Image Swatches
    • Radio Buttons
    • Dropdown
    • Checkbox
    • Button(s)
    • Switch/ Toggle
    • Modal (Popup)
    • File Upload
    • Option Group
    • Product List
    • Date Range
    • Date Picker
    • Time Picker
    • Font Picker
    • Color Picker
    • Dimension
    • Quantity
    • Custom HTML
    • Heading
    • Paragraph
    • Spacer
    • Divider
    App Activation
    • Activate the app on your theme
    • Video Tutorial
User Guide (PO)
    Set Up Option Sets
    • Create A New Option Set From Scratch
    • Use Ready-made Templates To Create Your Option Set
    Conditional Logic
    • What is Conditional Logic (CL)?
    • Standard Conditional Logic – Among Easify Options
    • Advanced Conditional Logic – Show Easify Options Based On Shopify Variants
    Extra Pricing (Add Charges)
    • Set Up Extra Fees (New Version – From July 18, 2024)
    • Add-on Prices vs. Add-on Products (Old Version – Before July 18, 2024)
    • Set Up Add-on Prices (Old Version – Before July 18, 2024)
    • Set Up Add-on Products (Old Version – Before July 18, 2024)
    • Convert Add-on Prices To Add-on Products (Old Version – Before July 18, 2024)
    • Hide Specific Products from Shopify Storefront while Keeping Them Buyable
    Option URL
    • What is Option URL?
    • Establish Cross-Product Links Using Option URL
    • Include Detail Links For Add-on Products/Custom Options
    Option Design
    • Customize Option Styles
    • Distinct Option Styles for Light & Dark Themes
    • Modern and Classic Option Styles
    App Settings
    • General Settings
    • App Translation
    Tiered Wholesale Pricing
    • What is Tiered Wholesale Pricing?
    • Set Up Tiered Wholesale Pricing
    • Customize Tiered Wholesale Pricing Table
    Option Import/Export
      Option Export
      • Export All Option Sets
      • Export Specific Option Sets
    • Option Import
  • Add Option Value Descriptions & Tooltips
  • Show Image/ Color Swatch Slider
  • Track Real-time Analytics
  • View & Export Orders With Easify Options
  • Enable Image Editor for File Upload
  • Hide Main Product Price & Shopify Quantity Selector
  • Set Up Product Bundles
  • Set Up One-time Charge
  • Set Up Quantity Selector Per Option Value
  • Display Option Set In Popup Triggered By Button Click
  • Switch Product Images Upon Option Selection
  • Set Up Option/ Option Set Templates
  • Translate Option Set Into Multiple Languages
  • Separate or Combine Add-ons with Main Product in Cart
  • Reposition Option Set On Product Page
  • Show Custom Options On Order Confirmation Emails (To Customers)
  • Show Custom Options On New Order Notification Emails (To Staff)
  • Show Custom Options On Packing Slips
Product Personalizer (Live Preview)
  • What Is Product Personalizer – Live Preview?
  • How It Works
  • Ready-to-use Templates with Product Personalizer
  • Upcoming Features
Subscription & Billing
  • Pricing Plans
  • How to upgrade
  • How to cancel subscription
Customization & Support
  • App Maintenance Notification
  • Get support
  • Request a new feature
Frequently Asked Questions
  • Why does the app remain “Inactive” even after activation?
  • What to do if custom options aren’t visible on product pages?
  • Why weren’t custom option prices included in my customer orders?
  • How many custom options can I create per product?
  • Does the app work with Shopify Online Store 2.0?
  • Will the app slow down my website?
  • How can I stay informed about updates for the app?
  • What happens if I uninstall the app, and how does it affect my store?
Integrations
  • Easify Product Options x GemPages Landing Page Builder

Easify Box Builder App

Getting Started
  • Activate the App
  • Create New Box
  • Create Products Linked with Boxes
  • Create Custom Fields/ Options
  • Display Variants as Individual Products
  • Translate App Default Texts & Box Content
Help & Support
  • Get Support
  • Frequently Asked Questions
  • Roadmap Spotlight – A Sneak Peek Into The Future

Easify Inventory Sync App

Getting Started
  • Quick Start Guide
  • Frequently Asked Questions
  • Roadmap Spotlight – A Sneak Peek Into The Future
  • Get Support
Inventory Groups
  • Create Inventory Groups Automatically by SKUs
  • Create Inventory Groups Manually
  • Events Triggering Syncs among Products in Inventory Groups
  • When do Inventory groups Fail to sync?
  • How to Set Up Common Cases
Bundle Groups
  • Create A New Bundle Group
  • How Master product inventory is Calculated from Component product inventory (Modified Quantity)
  • Events Triggering Syncs among Products in Bundle Groups
  • When do Bundle groups Fail to sync?
  • How to Set Up Common Cases
Inventory Thresholds
  • What is Inventory Threshold?
  • Set Up Universal Inventory Threshold
  • Create A New Inventory Threshold
Advanced Features
  • Bulk Edit Inventory Groups
  • Import/ Export Inventory Groups
  • Import/ Export Bundle Groups
  • Export Product Variant & Location IDs
  • Bulk Duplicate Products
Subscription & Billing
  • Pricing Plans (& FAQs)
  • How to Change Plans
Common Scenarios & Setup Guides
  • Roast Coffee
  • Loose Leaf Tea
  • Stationery Set
  • Retail & Wholesale Items
  • Blank & Personalized Tees
  • Unisex Tees
  • Baby Gift Hamper
  • Flowers
  • Chocolate Cookies
  • 3-Pack T-Shirts (mixed sizes & colors)
  • Batteries
  • Beverage (Inventory by Cans)
  • Beverage (Inventory by Packs)
  • Multivitamins (from Single Pack)
  • Multivitamins (from Double Pack)
  • Incense Sticks (Inventory by Packs)
  • Incense Sticks (Inventory by Sticks)
  • Candle Trio Set
  • Perfume Set
  • Pick n Mix Sweets
  • Top & Skirt Set (Same Size)
  • Top & Skirt Set (Mixed Sizes)
  • 2-Pack Tops (1 Color)
  • 2-Pack Tops (1 Color) – Only in Packs
  • 2-Pack Tops (Multicolor – Fixed)
  • 2-Pack Tops (Multicolor – Optional)
  • Custom Print Shirts
  • Shoes & Free Socks

Easify Product Attachments App

App Activation
  • Activate the app on your theme
  • Video Tutorial
User Guide
  • Upload Product Attachments
  • Upload Attachment Icons
  • Add Attachments To Templates
  • Import Bulk Product Attachments
  • Export Product Attachments
  • Add Attachments To Collapsible Rows On Product Pages
Customization & Support
  • Get support
  • Request a new feature

Recommended Shopify Apps

  • Page builder
  • Affiliate programs
  • Marketing
  • Invoices and receipts

Announcements

  • Become a VIP Founder of Easify Box Builder – Limited to the First 100 Users Only!
  • Limited Support During Lunar New Year (Jan 25th- Feb 3rd, 2025) – Your Patience Is Our Greatest Gift!
  • Go Beyond Options: Easify Product Options Premium Is Here!

Create Custom Fields/ Options

Table of Contents
  • Custom Field Types
  • How to Set Up Custom Fields
    • General Field Settings
    • Field-Specific Settings
    • Managing Your Custom Fields
  • Viewing Custom Field Data in Orders
  • Need Help?

There are many situations where you might want to add custom fields to your Easify Box Builder pages. For example:

  • A text area for customers to write a card message or leave order notes
  • A text box for entering the receiver’s name or engraving text
  • A date picker for selecting the delivery or pickup date
  • A number box for providing the receiver’s phone number

This is where the Custom Fields feature in Easify Box Builder comes in, helping you easily add and manage custom fields on your box builder pages.

Demo:

  • Custom fields displayed within a step:
  • Selected custom fields shown on the summary page:

Custom Field Types #

Easify Box Builder offers over 10 field types you can choose from:

  • Text Box: A single-line text input (e.g., name, engraving, short notes)
  • Text Area: A multi-line input box for longer text (e.g., card message, special requests)
  • Number Box: Accepts numbers only (e.g., phone number, quantity)
  • Date Picker: Lets customers select a date from a calendar
  • Time Picker (coming soon): Allows selection of a specific time (e.g., delivery/ pickup time)
  • File Upload (coming soon): Lets customers upload files (e.g., images for custom designs, logos)
  • Dropdown (coming soon): A dropdown list where customers can choose from preset options
  • Checkbox (coming soon): One or multiple checkboxes to allow selection of options (e.g., “Add gift wrap”)
  • Button (coming soon): A button list where customers can choose from preset options
  • Radio Button (coming soon): A group of options where only one can be selected (e.g., select one style or color)
  • Switch (coming soon): A toggle on/off switch (e.g., “Include a greeting card” yes/no)

How to Set Up Custom Fields #

1️⃣ Create your box and add steps
If you haven’t yet, follow the guide here to create a new box and add steps.

2️⃣ Go to the Step where you want to add custom fields
Scroll to the Custom Fields section.

3️⃣ Click Add field
Choose your preferred field type.

4️⃣ Edit field settings
After adding, click Edit to configure each field.

General Field Settings #

Every field type includes these common settings:

  • Option name: Give your field a unique name. This name will appear on the summary page for customers and in the Shopify admin under order details. Make sure each field in the box has a distinct name to avoid confusion.
  • Option label: Add the label that will be shown to customers on the step page. Labels can be the same or different across fields — it’s up to you.
  • Placeholder: For text fields, placeholders provide a helpful hint or example inside the field (e.g., “Enter your text…”). For dropdowns, date pickers, and others, it might be something like “Select option”, “Please select”, or “Select date”. The placeholder disappears once the customer starts typing or making a selection.
  • Tooltip: Add an informative tooltip that appears when customers hover over the small question mark icon, offering extra guidance or context.
  • Help text: Provide additional instructions or clarifications that show up below the field, giving customers more details if needed.
  • Column width: Adjust the width of the field by choosing from 25%, 33%, 50%, 66%, 75%, or 100%. For example, 2 fields set at 50% will fit side by side on the same row. You can also mix widths, like combining a long 75% field with a short 25% field to create a balanced layout.
  • Required: Make the field mandatory, ensuring customers can’t move forward without providing the necessary input.

Field-Specific Settings #

Text Box / Text Area
▸ Min characters – Set the minimum number of characters required (leave blank for no limit).
▸ Max characters – Set the maximum allowed characters (leave blank for no limit).
▸ Character count – If Max characters is set, a character counter will appear in the input box.

Number Box
▸ Min value – The lowest number customers can enter (leave blank for no limit).
▸ Max value – The highest number allowed (leave blank for no limit).

Date Picker
▸ Date format – Define how the date appears (e.g., DD/MM/YYYY).
▸ Multiple selection – Allow customers to pick more than one date if enabled.

Managing Your Custom Fields #

You can: edit, duplicate, delete, reorder, collapse or expand the fields.

Once you’re done, save the step and check how it looks on your storefront!

Viewing Custom Field Data in Orders #

All custom field selections will appear in the Additional details section of each order in your Shopify admin.

If you export orders using Shopify’s standard export function, custom field data will be included in the export file.

Need Help? #

If you run into any issues or have questions, feel free to reach out via our in-app 24/7 live chat. We’re always here to help!

Table of Contents
  • Custom Field Types
  • How to Set Up Custom Fields
    • General Field Settings
    • Field-Specific Settings
    • Managing Your Custom Fields
  • Viewing Custom Field Data in Orders
  • Need Help?
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