Create options for products
Options are set up and managed through the app's dashboard.
Follow these step-by-step instructions to learn how to create options for your products, or check out the tutorial video below.
Note: The following video displays an older version of the dashboard but all steps remain the same.
You can find the Quick Start button mentioned in the video here as the Launch Wizard button found in the Option Sets section of the left sidebar when you have yet to create any options.
1. Starting from the Infinite Options dashboard, you can use the Quick Start feature to help get you situated quickly. Check out this article for more information on how that process works.
Otherwise, head into the Option Sets section of the app in the left sidebar and click on the Create Option Set button to create some options from scratch.
Infinite Options will sync your entire product catalog while on the dashboard, to which it will display Catalog Sync Complete when it is completed.
2. After clicking on the Create Option Set button, you can click on and edit the Option Set 1 text to name this Option Set, which is helpful for organization.
3. Start off by entering a value for the Label on Product, which will be the text that will appear above the option field on the storefront product page. It will act as a title for your option.
Clicking on the gray arrow or Label on Product will expand the option's configuration menu as well.
Hovering over the ⓘ icon next to any field on the dashboard will bring up information detailing what the field is used for.
4. The next step is to set the Label on Cart for your option. This will be the text that appears at the cart summary screen, checkout, and the order details page showing what the customer selected for this option.
For example, in the image below of a store's Cart Summary screen, Name, Notes, Age, etc. are all examples of the Label on Cart.
You will want to make sure the values for Label on Cart are all unique so that they can display in the order without conflict.
5. Next, select an Input Type for the option. You can choose from a Text, Large Text, Number, Radio Button, Checkbox, Drop-down Menu, or Swatches input type.
Each will have their own series of configurations - click here to learn more about any configuration settings for the input types.
6. To add another value under the same option, you can click on Add Another Option Value button.
7. You can create as many custom option fields as you'd like within your Option Set by clicking on the Add Another Custom Field button.
8. Click on Show Advanced Options hyperlink to see more advanced controls, different for each Input Type.
The features that will be present for input types will be the following:
- Class Name: Used for custom coding. You may leave this blank if you don't plan on using any code to adjust the option field.
- Default Value: A value that's already selected when navigating to a product page.
- Character Limit: Maximum number of characters that can be entered.
- Required Fields: Select Yes to make the option field necessary to fill out before the customer can add the product to their cart. Select No to make it not necessary.
- Placeholder Text: Text that appears inside an option field before a value is entered.
- Min/Max: The minimum/maximum number value that can be entered within a number option.
- Min/Max Selections: The minimum/maximum number of checkboxes that must be selected. (Must be a required field)
- Allow Multiple Selections: For swatches, if No, they apply like radio buttons. If Yes, they apply like checkboxes.
- Conditional Logic: Enable logic to make certain option fields appear or disappear depending on the selections made on other fields. You can check out this link to learn more about this feature: Click here!
- Help Text: Add extra text to further inform your customers about the option. You can display the extra text in a form of a question icon (tooltip) next to the label or below the option (below).
9. After completing the option's configurations, you can head back to the light-blue section near the top of the Option Set.
10. Specify the products you'd like the options to display on by defining an assignment rule. Check out this other article to learn more about assigning your options to your products.
11. Save your changes.
Options may take a few minutes to display on your storefront once you've saved your changes. If your options are still not displaying on products after a few minutes, you may need to follow the installation process explained in this article.
Creating an option that needs an additional cost for customization?
Our Price Add-On feature allows you to attach an add-on product to the option selection so you can add an extra cost to your main product. Create new products like a $5.00 gift wrapping and bundle it to your option. When selected, both products will be added to cart.
Looking to add more features? Click on the name of the feature to learn more.
Date picker: A calendar option that lets your customers easily select a date.
Swatches: Attach images or colors to options.
Conditional Logic: Display or hide options based on their previous option selections.
Use Conditional Logic with Swatches: Display swatches based on a previous option selection and vice versa.
Creating a Variety Pack: Set up multiple drop down menus so your customers can select different scents or flavors for a variety pack product.