How to set up custom product options in Shopify

This is a simplified setup guide for the EXPO – Extra Product Options app.

For detailed setup instructions in specific use cases, please visit the next pages.

Quick setup: There are three ways to create quick setup:

• Add an Option to All Products
• Add an Option to Specific Products
• Add an Option to Specific Product Types

STEP 1: Add new option set and its options

From your Shopify admin, go to Apps > EXPO and click Create option set (e.g. Pet Tag).

Then carry on adding new options by clicking on Add new option (e.g. Pet Name, Phone Number, Address, Finish Type, etc.)

Each option item is a collapsible/expandable section, and you can drag-and-drop, duplicate, or remove it.

When expanding an option item, depending on its type, you can edit further settings such as:

• Option type: Pick among text, number, choice list, checkbox, dropdown, and swatches.
• Name on Cart: Give this option a name to display on Cart page.
• Placeholder: A short hint to describe the expected value of the input field.
• Conditional logic: Display the option when the previous options are selected.

STEP 2: Add actions based on conditions

Additionally, you can apply surcharges or discounts using actions based on conditions.

For instance, using IF-THEN condition to set this rule: if your customers select Finish Type as Polished, they will be automatically charged an extra fee of $10.

You will be able to add multiple rules/conditions to an action set, and multiple action sets to an option set.

At any point in time, after saving changes, you can click on the three-dot icon on the top right corner to preview the full option set. It is handy to have a sneak peek of how all the option items, types, and values show up on a sample product page.

STEP 3: Assign the option set to products

In order to publish the option set, you need to assign it to specific products.

There are 3 methods of selecting products:

Method #1: All products

1. Click Sync Products to get updated with the latest changes.
2. Click All products
3. Click Save to publish the option set to those product pages.

Method #2: Choose products one by one

1. Click Sync Products to get updated with the latest changes.
2. Choose products one by one.
3. Select products manually, or filter by vendor/product type.
4. When you have product(s) selected, click Set as Assigned.
5. Click Save to publish the option set to those product pages.

Method #3: Choose products by conditions

1. Click Sync Products to get updated with the latest changes.
2. Choose products by conditions.
3. Filter products by vendor/product type.
4. Add multiple filters to get all the suitable products listed.
5. Click Save to publish the option set to those product pages.

When you finish selecting products, hover on the product item row, and click View product page to see your option set live.

STEP 4: See your option set in action

Open any of the applied products and see how it goes in real life.

For what I have set up in the previous steps, here’s what my product page looks like with newly created custom options.

Try placing an order, and you will see how the option names and values display on the Cart page. Actions of surcharges/discounts will display as an add-on product with an extra fee.