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An option set is the set of questions a shopper answers on your product page. This page covers making one and looking after the list once you have more than a handful.

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The option set list

Open Option Sets in the Customei menu. Everything you have built lives here.
The Option Sets page inside Shopify admin, listing option sets with Name, Products, Status and Last modified columns. The New option set button in the top right is highlighted, with the Import button beside it.

The option set list. New option set sits in the top right, with Import beside it.

Four columns tell you the state of each one: The search box above the table finds an option set by its name or by a product it is attached to. Add filter narrows the list by status.
A Products count of 0 is the single most common reason a merchant says “my options are not showing up”. Building an option set is only half the job. It still has to be attached to a product and published.

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Creating one

Click New option set. Customei makes an empty option set straight away and opens it, ready for you to add your first question. It is named after the date and time it was made, so rename it to match your product. An empty option set is right when your questions have nothing to do with artwork, like a gift note or a delivery date. If you want the questions to come from a design template instead, use Import.

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Importing one

Click Import for the other ways to start.
The Import button opened next to New option set, showing three choices: Template, Gallery and Another app.

The Import menu.

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From a design template

Pick Template and you get a list of your design templates, with Start from scratch first.
The Create new option set dialog with Besties typed in the Search design templates box, a Sort by Last updated control, and three cards: Start from scratch, then two Besties Since Canvas design templates, each with its size.

Pick a design template, or start from scratch.

Click a design template and Customei reads it and builds matching questions for you: a text box for every text the customer can change, a picture chooser for every changeable picture. This is the fast route whenever a design template already exists. Start from scratch here does the same as New option set. Search and sort help when you have a lot of templates.
Clicking a template card creates the option set straight away. There is no confirm step, so click deliberately.

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Working with an existing one

Hover a row and a ⋯ button appears at its right.
A small menu over an option set row listing Edit, Assign products, Duplicate, Translate, and Delete.

The row menu on an option set.

  • Edit opens it. Clicking the name does the same thing.
  • Assign products attaches it to the products that should show these questions.
  • Duplicate copies the whole thing, questions, values, prices and all. The quickest way to make a mug version of your t-shirt option set.
  • Translate opens the translations for its labels and values. On the Maker plan it shows a padlock, because translations come with a higher plan.
  • Delete removes it. Shoppers stop seeing those options on every product it was attached to, so check the Products count first.
Name option sets after the product they serve, not after the design. When something looks wrong on a live product page, the list is where you start looking, and Besties Since Canvas beats Option set 4 every time.

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Where to next

Build your options

Add the questions and choose their types.

Connect to a template

Make each answer change the artwork.

Assign products and go live

Get the option set in front of shoppers.

Option sets overview

How option sets fit with design templates.