Assign to products

The three ways to choose which products an option set appears on, and how automatic rules and their operators work.

Every option set needs a product rule. This tells the app which products the options should appear on, and the builder won't let you save an option set without one.

You can choose from three methods. They are mutually exclusive, so enabling one automatically disables the other two.

Before you start

Make sure you have an option set open in the builder and are on Setup flow > Assign products.

The three methods

Method	How it decides	Best for
Manual Selection	You pick products by hand.	A short, stable list. Options for one flagship product.
Automatic Rules	Conditions on product title, type, vendor, price, tag, or collection.	Best for rules that should continue to apply as you add new products. This is the most common choice.
Apply to All Products	Every product in the store.	Store-wide options such as a delivery note or gift message.

Three targeting methods; switching one on switches the others off.

Manual Selection

1

Turn on Manual Selection

The section expands to show a product table and a Select products button.

2

Select products

Click Select products to open Shopify's product picker. Search your catalog and select multiple products at once.

You can also select individual variants.

3

Review the list

Selected products appear in a table showing each product's image, title, vendor, type, and Shopify status (Active or Draft).

To remove a product, click the Remove action on its row. To clear the entire list, click Deselect all products. You'll be asked to confirm before clearing the list because this action cannot be undone.

A manual rule with no products selected is incomplete. The builder displays “Please select product to apply this option set.” and prevents you from clicking Save.

Manual selection has one important limitation: it does not automatically update as your catalog changes. If you add a new engravable bracelet next month, you'll need to come back and add it manually. If you expect to add products regularly, an automatic rule is a better choice.

Manually selected products are listed with their Shopify status.

Automatic Rules

Automatic rules describe which products should receive an option set instead of listing them individually. Any product that matches the rules will automatically have the option set applied, both now and in the future.

1

Turn on Automatic Rules

The block expands to show an empty condition and a Products must match selector above it.

2

Choose all conditions or any condition

Setting	Meaning
all conditions	A product must satisfy every condition. Conditions narrow the match.
any condition	A product needs to satisfy at least one. Conditions widen the match.

With only one condition, this setting has no effect. It matters when you add a second condition.

3

Build a condition

A condition includes three parts: a product data field, an operator, and a value.

Field	Matches against
Product title	The product's title in Shopify.
Product type	The product's Type that set up in Shopify.
Product vendor	The product's Vendor that set up in Shopify.
Product price	The product's price.
Product tag	The product's tag that set up in Shopify
Collection	The products that are included in the collection.

The available operators depend on the field:

Field	Operators
Product title, Product type, Product vendor	is equal to, is not equal to, starts with, ends with, contains, does not contain
Product price	is equal to, is not equal to, is greater than, is less than
Product tag, Collection	is equal to, is not equal to

For Collection, select the value using the collection picker instead of entering it manually.

Changing a condition's field resets its operator and value. This is intentional because the available operators vary by field. To avoid losing your selections, choose the field first, then the operator, and finally the value.

4

Add more conditions if you need them

Click Add another condition to add a new row. Remove a condition using the delete action on its row.

Use the all / any setting above to combine multiple conditions.

5

Check what it matches

Use Preview matching products to see which products currently match your conditions before saving. See Live preview and inspector.

This preview is not available when any condition uses Collection. To verify collection-based conditions, open a product from that collection using View in Store.

Conditions combine with all or any, and the operators change with the field.

Worked examples of automatic rules

You want	Set up
Every product tagged engravable	Product tag — is equal to — engravable
Everything in the Wedding collection	Collection — is equal to — pick Wedding
All t-shirts from one brand	all conditions; Product type — is equal to — T-Shirt; Product vendor — is equal to — the brand name
Anything over $100, for insurance options	Product price — is greater than — 100
Anything tagged custom or bespoke	any condition; Product tag — is equal to — custom; Product tag — is equal to — bespoke
Personalized products, except sale items	all conditions; Product tag — is equal to — personalized; Product tag — is not equal to — sale
Everything whose title mentions "Gift"	Product title — contains — Gift

Tags are the most reliable option. You have full control over them; they can be updated in bulk in Shopify, and they are easy to understand in a rule. Consider using a dedicated tag for each option set, such as opt-engraving.

Three things to know about matching:

• Text matching is case-sensitive and character-sensitive. T-Shirt and T-shirt are different values when using is equal to. If you are unsure about the casing, use contains instead.

• Price conditions are checked against variant prices. If a product has variants with different prices, the rule matches when at least one variant price satisfies the condition.

• The product must be saved in Shopify before a rule can detect its tags or type.

Apply to All Products

With this option enabled, the option set is applied to every product in your store, including products you add later.

Use it deliberately. It works well for store-wide options such as a delivery note or gift message, but it is not suitable for product-specific options because the option set will also appear on gift cards, digital downloads, and add-on products.

If you want to apply an option set to “almost all products,” use Automatic Rules with a Product tag — is not equal to condition, then add the tag to products you want to exclude. This gives you a store-wide default with an easy way to exclude specific products.

Notes

• There is currently no limit on the number of products an option set can target. On plans with a product limit, the manual selection block warns you when you reach the limit.

• Automatic Rules and Apply to All Products may be restricted on some plans. If a switch is unavailable, see Compare plans.

• Product rules are evaluated on the storefront each time a page loads, so changes to product tags take effect on the next page load.

• Draft products in Shopify can still match an automatic rule. You can see the option set when previewing the draft product.