Overview

Everything about building, targeting, and managing the option sets that power your product forms.

An option set is a group of questions you ask the customer on a product page — plus the rules for which products, customers, and countries it appears for.

This is where you will spend most of your time in the app.

What an option set is made of

Part	What it decides	Where you set it
Options	What you ask the customer for.	Setup flow → Build option
Product rule	Which products it appears on. Required.	Setup flow → Assign products
Customer rule	Which kind of customers can see it. Optional.	Customers tab
Country rule	Which countries it appears in. Optional.	Countries tab
Status	Whether it is Active or Draft.	Builder header
Sales channels	Online Store, POS, or both.	Builder header

Two of those are required: at least one option, and a product rule. The builder will not let you save without them.

Pages in this section

Create an option set

From an empty builder to a saved, live option set.

Build your options

Adding, changing, duplicating, hiding, reordering, and grouping options.

Working with option values

Adding, bulk-adding, reordering, and the characters you cannot use.

Live preview and inspector

Test your form without leaving the app, and edit by clicking the preview.

Assign to products

The three targeting methods, and how automatic rules work.

Assign to customers

Show options only to certain customers, or only to logged-in ones.

Assign to countries

Show an option set only in the countries you choose.

Manage option sets

The list page: search, filter, sort, and bulk actions.

Duplicate and delete

Copy a set as a starting point, or remove one if unnecessary.

Import and export

Move option sets between stores, and migrate from another options app.

Option set analytics

See what each option set earns and which choices customers make.

How many option sets should I have?

There is no limitation, so aim for whatever keeps your admin readable.

Please note that each product can only be assigned to one option set, and the app will always prioritize the newest option set when multiple option sets apply.

Therefore, please put all products that use the same option elements into a single option set to ensure the correct options are applied.