> For the complete documentation index, see [llms.txt](https://easify.gitbook.io/easify-product-options/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://easify.gitbook.io/easify-product-options/guide-to-options/create-option-sets.md).

# Create Option Sets

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 from scratch. If you prefer to use a template, check [this guide](https://easifyapps.com/docs/use-a-template-to-create-your-option-set/) instead.

{% stepper %}
{% step %}

## Step 1: Access New Option Set Page

After installing the app and completing the quick Onboarding guide, you can select ***Build from scratch*** to go directly to the New Option Set page.

Since the onboarding guide is available only once after installation, you can access the New Option Set page anytime by going to the **Option Sets** tab from the app's navigation menu, then clicking the **Create option set** button.

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FlwWubmytc71RQ3OYrdob%2FScreenshot%202026-07-30%20at%2015.17.42.png?alt=media\&token=23edc8ab-b035-4b00-a0e4-ebd4b1a14df0)

Once you're on the **New Option Set** page with the live preview, follow the next steps to configure your option set.

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FVVsu9QtJDPag54Mwu8qL%2FScreenshot%202026-07-30%20at%2015.36.50.png?alt=media\&token=5f4bcc75-0851-47db-8b11-e02d0dc22cbe)
{% endstep %}

{% step %}

## Step 2: Select and configure each option in the option set

* Start by adding the first option to your option set. Click the ***Add Option*** button and choose an option type.

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2F74ZAM4T6csLziCLPqiXx%2FScreenshot%202026-07-30%20at%2015.38.02.png?alt=media\&token=9170fb4e-dfc6-448c-8875-088fefd5fe14)

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2Fd4DY7BjFGt0qBnnuJWdv%2FScreenshot%202026-07-30%20at%2015.40.15.png?alt=media\&token=a0d4fbd0-a858-4f96-884a-0715f4449f65)

{% hint style="info" %}
The Easify Product Options app offers a variety of [***26 option display types***](https://easifyapps.com/docs-category/option-input-types/), ranging from basic options like [Text Box](https://easifyapps.com/docs/text-box/) (single-line text field), [Text Area](/easify-product-options/guide-to-options/28-option-types/text-area.md) (multi-line text field), [Dropdown](/easify-product-options/guide-to-options/28-option-types/dropdown.md), [Checkbox](/easify-product-options/guide-to-options/28-option-types/checkbox.md), [Radio button](/easify-product-options/guide-to-options/28-option-types/radio-buttons.md), [Button](/easify-product-options/guide-to-options/28-option-types/buttons.md), [Color Swatch](/easify-product-options/guide-to-options/28-option-types/color-swatches.md), [Image Swatch](/easify-product-options/guide-to-options/28-option-types/image-swatches.md), to more advanced options such as [File Upload](/easify-product-options/guide-to-options/28-option-types/file-upload.md), [Dimension](/easify-product-options/guide-to-options/28-option-types/dimension.md), [Product List](/easify-product-options/guide-to-options/28-option-types/product-list.md), [Date Picker](/easify-product-options/guide-to-options/28-option-types/date-picker.md), [Time Picker](/easify-product-options/guide-to-options/28-option-types/time-picker.md), [Font Picker](/easify-product-options/guide-to-options/28-option-types/font-picker.md), [Option Group](/easify-product-options/guide-to-options/28-option-types/option-group.md), and many more.

Explore all the available options to find the best way to present your custom choices. With Easify options, you can not only show custom options for customers to select but also enhance the visual appeal of these options. This can make your store's offerings more attractive and valuable to customers.
{% endhint %}

* After selecting an appropriate option type for your first option, click on it to edit its details:

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2F7yO2VTXFEAuGGaSoMSV6%2FScreenshot%202026-07-30%20at%2015.47.16.png?alt=media\&token=80defa45-6b84-4524-9e5b-0fe065ed1d00)

{% hint style="info" %}
Each option type has its own set of settings, typically divided into **3 tabs**: **Basic**, **Advanced**, and **Product Personalizer**.

<img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FzWSkKd34971bt3dwLFK4%2FScreenshot%202026-07-30%20at%2015.48.17.png?alt=media&amp;token=251b780c-ca7e-4741-8847-839a3c2165c7" alt="" data-size="original">

Make sure to navigate through and explore the features in each tab so you don’t miss any exciting functionalities.
{% endhint %}

* To learn how to configure each type of option, you can find detailed guidance [here](https://easifyapps.com/docs-category/option-input-types/).
* After configuring the option details, you can click the arrow button located on the left side of the option name to return to the option set list and add more options if needed:

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FDVFtdNSiVMSwcmr210t5%2FScreenshot%202026-07-30%20at%2015.57.22.png?alt=media\&token=a95a1786-21f1-4c73-b225-788abe214021)

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FMaAwqc502l3zmYmzIBE7%2FScreenshot%202026-07-30%20at%2015.59.38.png?alt=media\&token=6bf7be84-9abf-4990-bab2-40c6d423eb9e)

{% hint style="info" %}
**Notes:** To return to the option list of this new option set, use the arrow button. Do not click on the **Back** button for this purpose, as it will take you to the **Your Option Sets** page showing all option sets instead.

<img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FcI6okoB823f0P5AZvvYh%2FScreenshot%202026-07-30%20at%2016.01.08.png?alt=media&amp;token=15024f99-6f23-44f1-8881-1b57c0974d69" alt="" data-size="original">
{% endhint %}

* On the option list you've created, you can easily hide/ show, edit, duplicate, delete, or change the order of each option. Take advantage of these features to streamline the creation of your option set and make the process faster and more efficient:

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FKwIQl6ibXi0k9GfrbbXM%2FScreenshot%202026-07-30%20at%2016.02.44.png?alt=media\&token=32d459f2-bba7-4e3a-8918-ff9fbc5bfedd)
{% endstep %}

{% step %}

## Step 3: Check the Live Preview

Use the **Live Preview** panel on the right side of the screen to see how your option set will appear on your product page as you build it.

The preview updates automatically whenever you add, edit, reorder, or remove options, allowing you to review the customer experience before assigning the option set to products.

Once you're satisfied with the layout, continue to the next step to assign your option set to products.

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2F5RyBk0fpG8UynMmG3531%2FScreenshot%202026-07-30%20at%2016.17.17.png?alt=media\&token=81a9fea1-ed64-4c1c-a334-dd82646a8468)
{% endstep %}

{% step %}

## Step 4: Assign your option set to products

Once you've finished configuring your options, click the **Select products** tab at the top of the page to choose where your option set will be applied.

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2Fak8BO03wCotk8McY8HMr%2FScreenshot%202026-07-30%20at%2016.25.46.png?alt=media\&token=ee3893ea-8009-4433-8548-49c623557b40)

You have three assignment methods:

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2F4kmBdEZu4wFpfAicJRhX%2FScreenshot%202026-07-30%20at%2016.28.54.png?alt=media\&token=2fa11908-612a-45ae-bed4-11a4b8bdd045)

* **All products:** Apply the option set to all products.
* **Manually select product(s):** Choose specific products from the list and apply the option set to them.

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FY1DpzdE5Iev80wxyKx8T%2FScreenshot%202026-07-30%20at%2016.32.16.png?alt=media\&token=d5504672-99a4-4f4f-a56a-45a3731e70d4)

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2Fsg00xlm48Xa7r5fsrUOe%2FScreenshot%202026-07-30%20at%2016.33.07.png?alt=media\&token=dab9edbe-0a4e-44a8-b20c-990bdfe43bf0)

* **Select product(s) with conditions:** Set conditions based on product title, price, vendor, type, tag, or collection to automatically apply the option set to matching products.

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2Fai2V6Idt3gIvveChiGDS%2FScreenshot%202026-07-30%20at%2016.34.39.png?alt=media\&token=25a9f8bf-14b3-4afa-8a2f-24bb46bb410d)

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FdJLV7vZ9uUBjgVbc4JW3%2FScreenshot%202026-07-30%20at%2016.35.05.png?alt=media\&token=5bdc68ab-5801-40b7-9d22-4048f12e3d54)

{% hint style="info" %}
**Notes:**

You can assign multiple products to each option set. However, each product can only be associated with 1 option set at a time.

If you create multiple option sets for a product, *only the latest option set* that you create will be applied to that product.
{% endhint %}
{% endstep %}

{% step %}

## Step 5: Assign your option set to a specific customer group (Optional)

If you'd like your option set to be visible only to certain customers, click the **Settings** (⚙️) icon next to your option set name to open the option set settings.

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2Fq0CjDDrxq4VV6nb7PjRU%2FScreenshot%202026-07-30%20at%2017.23.57.png?alt=media\&token=c546689a-00ea-4dc7-a249-b2d0a8da0a3b)

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).

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FKh88Wsyyo6RcOzLCIfvu%2FScreenshot%202026-07-30%20at%2017.25.10.png?alt=media\&token=5dc4c1c7-c57e-41a7-8d15-c10bc757f82f)

*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.
  {% endstep %}

{% step %}

<figure><img src="https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FitTvRwHRr3IC8EIDHT9t%2Fimage.png?alt=media&amp;token=3f381718-759a-4082-a646-a8b4d92c2969" alt=""><figcaption><p>Shopify Product Options Apps</p></figcaption></figure>
{% endstep %}

{% step %}

## Step 6: Change your option set name

Set the name of your option set to make it more descriptive or relevant. The default name is "New Option Set". You can save the option set without editing the name initially and update it later if needed.

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2FcwKzLh6TrTZJwpGrEM9w%2FScreenshot%202026-07-30%20at%2017.02.48.png?alt=media\&token=6468afd6-c31a-43d7-a529-d42a5fae06c6)
{% endstep %}

{% step %}

## Step 7: 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.

![](https://3599217945-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1LQaNLzwT65jc247sV0f%2Fuploads%2F8XpuJcHmCqZcwcT8RwWp%2FScreenshot%202026-07-30%20at%2017.01.42.png?alt=media\&token=c7357f76-e8b1-434f-a4aa-5350e247ac28)
{% endstep %}

{% step %}

## Step 8: 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.

{% hint style="info" %}
**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*](https://apps.shopify.com/easify-product-options) is [activated](https://www.notion.so/App-Activation-4103b36bb8e448a0b86b028427c15aa6?pvs=21) 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.

You can send your request to [*support@tigren.com*](mailto: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.
{% endhint %}
{% endstep %}
{% endstepper %}
