Skip to main content

Understanding Option Groups

Option groups are containers that help you organize related product options. Think of them as folders that keep similar customization options together.

Updated this week

What is an Option Group?

An option group is a collection of related options that you want to apply to the same products.

Example: "Gift Services"

An option group named "Gift Services" might contain:

  • Gift wrap option (Yes/No dropdown)

  • Gift message option (Text field)

  • Gift card option (Checkbox)

  • Delivery preference (Standard/Express radio buttons)

By grouping these together, you can apply all gift-related options to products at once.


Why Use Option Groups?

1. Better Organization

Instead of managing dozens of individual options, you organize them into logical groups:

  • "T-Shirt Customization"

  • "Add-On Services"

  • "Gift Options"

  • "Installation Preferences"

2. Easier Application

Apply an entire group of options to multiple products at once, rather than adding options one by one.

3. Consistent Experience

When you use the same option group across products, customers get a consistent customization experience throughout your store.

4. Simpler Updates

Change an option once in the group, and it updates across all products using that group.

Application Scopes

When creating an option group, you choose where it applies:

All Products

The option group appears on every product in your store.

Best for:

  • Universal add-ons like gift wrapping

  • Standard services like extended warranties

  • Options that apply store-wide

Example: A gift shop might apply gift wrapping options to all products.

Selected Products

You manually choose which products show this option group.

Best for:

  • Product-specific customizations

  • Category-specific options

  • Options that only make sense for certain products

Example: An apparel store might only apply embroidery options to clothing items, not accessories.

Creating an Option Group

  1. Click Option Groups in the sidebar

  2. Click Create

  3. Enter a descriptive name

  4. Choose application scope (All or Selected products)

  5. Click Save

Naming Best Practices

Be Descriptive

Good: "Gift Wrapping Options"

Avoid: "Group 1"

Use Clear Categories

Good: "T-Shirt Customization"

Avoid: "Misc Options"

💡 Tip: Think long term. Choose names that will make sense months from now when you have many option groups.


Managing Multiple Groups

As your store grows, you might have many option groups. Here's how to stay organized:

Use Consistent Naming

Start group names with a category:

  • "Gift - Wrapping Services"

  • "Gift - Card Messages"

  • "Shipping - Delivery Options"

  • "Shipping - Insurance"

Document Your Groups

In the group description field, note:

  • What products use this group

  • Why it was created

  • Any special considerations

Archive Unused Groups

If you're not using a group anymore:

  • Remove it from all products first

  • Delete the group to keep your list clean

Common Option Group Patterns

Pattern 1: Service Layers

"Basic Product" → Free "Standard Options" → Add-ons (+$5-10) "Premium Options" → Premium features (+$15-25)

Pattern 2: Category-Specific

"Jewelry Options" → Only on jewelry "Apparel Options" → Only on clothing "Home Decor Options" → Only on home items

Pattern 3: Bundle Builder

"Select Components" → Choose items "Customize Items" → Personalize choices "Finishing Touches" → Final add-ons

Option Group Hierarchy

Parent Groups

A top-level option group that contains options.

Example:

"Custom Apparel" (Parent Group) ├── Size option ├── Color option └── Monogram option

Subgroups

You can create subgroups within a parent group to further organize complex option sets.

Example:

"Build Your Computer" (Parent Group) ├── "Core Components" (Subgroup) │   ├── Processor option │   ├── Memory option │   └── Storage option └── "Peripherals" (Subgroup)     ├── Monitor option     ├── Keyboard option     └── Mouse option

Note: Subgroups are available on Professional plans.

Tips for Success

Start Simple

Begin with 1-2 option groups. Add more as you understand what your customers need.

Test Before Expanding

Apply a new group to a few products first. Make sure it works as expected before rolling out store-wide.

Get Customer Feedback

Pay attention to which options customers use most. Remove or modify ones they ignore.

Review Regularly

Every few months, review your option groups:

  • Are they still relevant?

  • Do they need updates?

  • Can any be combined or simplified?


What's Next?

Did this answer your question?