There are two ways to create a new option set: building from scratch or using a template. This guide shows you how to create a new option set using a ready-to-use template. If you prefer to build your option set from scratch, check this guide instead.
Access the template library #
There are 3 ways to access the template library:
- From the Dashboard, you can easily navigate to the Quick Guide section. Inside the USE READY-MADE TEMPLATES box, you’ll find a Get Started button. Click on it to access the template library.
- Another way to access the template library is by clicking on the Templates section in the app’s menu bar. This will directly take you to the Templates page where you can explore the available templates.
- If you’re on the Your Option Sets page and have not created any option sets yet, you can click on the Templates button.
Choose a template #
- In the template library, you will find a list of templates to choose from. Hover over each template and click View Demo to see how it is applied to our demo product and which options are included.
- Once you find a template that suits your needs, click Use template to start customizing it.
Customize the chosen template #
- On the template editor page, you will see all the options that are included in the template. Click on each option (e.g.: Brand, Apple, Samsung, Case Type) to edit its values.
- Apart from editing existing options, you can remove, duplicate, or add more options based on your requirements.
- To change the order of an option, drag it to the desired position.
Check the Live Preview #
Utilize the Live Preview feature to see how the option set will be displayed on the storefront. You can expand the Live Preview to view it more clearly.
Assign your edited option set to specific products #
After making all the necessary changes and updates to the template, scroll down to the second section of 2. Select product(s) to assign your option set to the desired products.
You have 3 options:
- All products: Apply the option set to all products.
- Specific products (Manually select): Choose specific products from the list and apply the option set to them.
- Specific products (Set conditions): Set conditions based on product title, price, vendor, type, tag, or collection to automatically apply the option set to matching products.
Notes: It is possible to save your new option set without assigning any product(s) to it. This allows you to revisit and edit the option set at a later time, where you can then assign it to specific product(s).
Assign your option set to a specific customer group (Optional) #
In this step, you can choose which customers can see your option set on the storefront. There are 4 customer groups you can select from:
- All Customers: This option is selected by default, which means the option set is visible to all of your customers, regardless of whether they are logged in or not.
- Logged-in Customers: With this option, the option set will only be visible to customers who are logged into their accounts on your store.
- Guests: By selecting this option, the option set will only be visible to customers who have not logged into their accounts.
- Customer Tags: If you choose this option, the option set will only be visible to customers who have been assigned specific tag(s).
To add a tag for a customer, follow these steps:
- Go to the Shopify Admin menu and select Customers
- Choose the customer you want to add a tag to
- Enter the new tag(s) you want to assign to the customer (or select from existing tags if any)
- Click Save to apply the tag to the customer.
Change your option set name #
Set the name of your option set to make it more descriptive or relevant.
Save all of your settings and publish your new option set #
Once you have finished customizing the option set and assigning it to the desired products, click Save to save all the settings.
Check how your option set is displayed on the storefront #
- Select one of the products to which your option set is applied.
- Visit the product page and ensure that the option set is shown properly.
- If you need to make any further changes, go back to the option set editor page.
Notes: If you encounter any issues where the option set is not appearing on your storefront, please follow these steps:
- Check app activation: Ensure that the Easify Product Options app is activated on your theme.
- Verify option set assignment: Confirm that your option set is correctly assigned to your test product(s). Double-check the product assignment settings to ensure that the option set is applied.
If you have already checked the above solutions and your option set is still not appearing, it is possible that there might be a conflict between the app and your theme. In such cases, please reach out to us for assistance.
Need Assistance? #
You can send your request to support@tigren.com or message us through our In-app Live Chat. Our support team will be happy to assist you in resolving any conflicts or issues.
