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Setting Required Options

Learn how to make product options mandatory so customers must make a selection before adding items to their cart.

Updated this week

What are Required Options?

A required option is one that customers must fill out or select before they can purchase the product. The "Add to Cart" button will be disabled until all required options have valid selections.

When to Use Required Options

Good Use Cases

Essential Product Details

  • Size selection for clothing

  • Device model for accessories

  • Engraving text for personalized items

  • Date selection for time-sensitive products

Critical Customizations

  • "Choose your flavor" for food items

  • "Select finish" for furniture

  • "Pick your color" for custom products

Legal or Safety Requirements

  • Age confirmation for restricted items

  • Allergy information for food products

  • Liability waivers for services

When NOT to Use Required

Optional Add-Ons

  • Gift wrapping

  • Extended warranties

  • Express shipping

  • Bonus items

Nice-to-Have Information

  • Gift messages

  • Special instructions

  • Preference notes

Forcing Choices: Don't make options required just to force customers to see them. This creates friction and can reduce conversions.

How to Make an Option Required

For New Options

When creating a new option:

  1. Click Create Option in your option group

  2. Fill in the basic details (name, type, etc.)

  3. Find the Mark as Required toggle switch

  4. Turn it ON

  5. Click Save

For Existing Options

To make an existing option required:

  1. Open the option you want to modify

  2. Click Edit

  3. Find the Mark as Required toggle switch

  4. Turn it ON

  5. Click Save

The change takes effect immediately on all products using this option.

What Customers See

Before Selection

When a required option hasn't been selected:

  • The option label shows with an asterisk (*) or "Required" badge

  • The "Add to Cart" button is disabled or shows "Please select required options"

  • A validation message appears if they try to add without selecting

After Selection

Once all required options are selected:

  • Validation indicators turn green or show checkmarks

  • The "Add to Cart" button becomes active

  • Customers can proceed to checkout

Required Options by Type

Different option types handle requirements differently:

Dropdown (Select)

Default state: "Select an option" placeholder
Validation: Triggers when dropdown is still on placeholder
User action: Must choose one of the values

Size: [Select your size ▼] ← Required

Radio Buttons

Default state: No selection
Validation: Triggers when nothing is selected
User action: Must click one radio button

Add Gift Wrap? ← Required ○ Yes (+$5.00) ○ No

Tip: Consider pre-selecting the most common choice for radio buttons to reduce friction.

Checkboxes

Default state: All unchecked
Validation: Triggers if minimum selections not met
User action: Must check required number of boxes

Select Add-Ons: (Select at least 1) ← Required ☐ Extended Warranty (+$20.00) ☐ Gift Wrapping (+$5.00) ☐ Express Shipping (+$15.00)

Text Field

Default state: Empty
Validation: Triggers if left empty
User action: Must enter text (respects min/max length if set)

Engraving Text: [________] ← Required

Text Area

Default state: Empty
Validation: Triggers if left empty
User action: Must enter text

Special Instructions: ← Required [                    ] [                    ]

Number Input

Default state: Empty or default value
Validation: Triggers if empty or below minimum
User action: Must enter a valid number

Quantity: [___] ← Required (min: 1)

File Upload

Default state: No file chosen
Validation: Triggers if no file uploaded
User action: Must upload a valid file

Upload Logo: [Choose File] ← Required

Date Picker

Default state: No date selected
Validation: Triggers if no date chosen
User action: Must select a valid date

Delivery Date: [📅 Select date] ← Required

Best Practices

1. Minimize Required Fields

Only mark options as required if they're truly necessary. Each required field adds friction to the purchase process.

Example:

  • Size for clothing: Required ✓

  • Gift message: Optional ✓

  • Gift wrap: Optional ✓

2. Use Clear Labels

Make it obvious which fields are required:

Good:

  • "Size *"

  • "Size (Required)"

  • "Choose Your Size *"

Avoid:

  • Just relying on validation messages

  • Unclear labels that don't explain what's needed

3. Set Logical Defaults

For radio buttons, pre-select the most common choice:

Add Gift Wrap? ○ Yes (+$5.00) ● No  ← Pre-selected

This satisfies the requirement while giving customers an easy "no" option.

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