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How to assign options to specific products?

Product assignment allows you to apply custom options to appropriate products, creating a targeted and efficient shopping experience.

Product Assignment Methods​

1. All Products 🌐​

Applies to: All products in store

When to use:

  • Common options (gift wrapping, notes)
  • General services (shipping, insurance)
  • Basic options for all products

Examples:

  • Gift wrapping for all products
  • Special order notes
  • Shipping method selection

2. Specific Products 🎯​

Applies to: Individually selected products

When to use:

  • Product-specific options
  • Products with unique requirements
  • Testing new options

Examples:

  • Name engraving only for rings
  • Logo upload only for t-shirts
  • Size selection only for clothing

3. Specific Collections 📁​

Applies to: All products in collection

When to use:

  • Category-specific options
  • Products with common characteristics
  • Management by product type

Examples:

  • "T-shirts" Collection → Logo printing options
  • "Jewelry" Collection → Name engraving options
  • "Toys" Collection → Name personalization options

4. Specific Tags 🏷️​

Applies to: Products with specific tags

When to use:

  • Options based on product characteristics
  • Flexible categorization
  • Seasonal/event-based options

Examples:

  • Tag "customizable" → Customization options
  • Tag "premium" → Premium options
  • Tag "gift" → Gift wrapping options

How to Set Up Product Assignment​

Step 1: Open Assignment Configuration​

  1. In Editor, select Area/Group/Option
  2. Find "Product Assignment" section
  3. Click "Choose products"

Step 2: Choose Assignment Method​

  1. All Products: Click "Apply to all products"
  2. Specific Products: Click "Select specific products"
  3. Collections: Click "Select collections"
  4. Tags: Click "Select by tags"

Step 3: Configure Details​

For Specific Products:

  1. Search products by name
  2. Select products from list
  3. Preview selected list
  4. Confirm selection

For Collections:

  1. Select collection from list
  2. View number of products in collection
  3. Preview products that will be affected
  4. Confirm selection

For Tags:

  1. Enter tag to search
  2. View products with that tag
  3. Select tag from suggestions
  4. Confirm selection

Step 4: Preview and Save​

  1. Preview: View options on products
  2. Test: Check on different products
  3. Save: Save configuration
  4. Publish: Publish options

Real Examples​

Example 1: T-shirt and Hat Store​

"Name Engraving" Option:

  • Applies to: "T-shirts" Collection
  • Reason: Only t-shirts can have name engraving
  • Result: Option only appears on t-shirts

"Hat Color Selection" Option:

  • Applies to: "Hats" Collection
  • Reason: Only hats have multiple colors
  • Result: Option only appears on hats

"Gift Wrapping" Option:

  • Applies to: All Products
  • Reason: All products can be gift wrapped
  • Result: Option appears on all products

Example 2: Jewelry Store​

"Ring Name Engraving" Option:

  • Applies to: Specific Products (rings)
  • Reason: Only rings can have name engraving
  • Result: Option only appears on rings

"Necklace Length Selection" Option:

  • Applies to: Tag "necklace"
  • Reason: Only necklaces need length selection
  • Result: Option appears on necklaces

"Premium Insurance" Option:

  • Applies to: Tag "premium"
  • Reason: Only premium products have insurance
  • Result: Option appears on premium products

Example 3: Toy Store​

"Child Name Personalization" Option:

  • Applies to: "Personalized Toys" Collection
  • Reason: Only personalized toys need name personalization
  • Result: Option only appears on personalized toys

"Color Selection" Option:

  • Applies to: Tag "multiple-colors"
  • Reason: Only products with multiple colors need selection
  • Result: Option appears on multi-color products

"Express Shipping" Option:

  • Applies to: All Products
  • Reason: All products can have express shipping
  • Result: Option appears on all products

Effective Assignment Management​

✅ Use Organized Collections​

  • "T-shirts" → Printing and engraving options
  • "Jewelry" → Name engraving and size options
  • "Toys" → Name personalization and color options
  • "Accessories" → Basic options

✅ Use Meaningful Tags​

  • "customizable" → Products that can be customized
  • "premium" → Premium products
  • "gift" → Products suitable as gifts
  • "seasonal" → Seasonal products

✅ Create Options by Group​

  • Basic Options: Apply to All Products
  • Product-specific Options: Apply to Specific Products
  • Category Options: Apply to Collections
  • Feature Options: Apply to Tags

Complex Cases​

Multiple Options for Same Product:​

  • Use Groups to organize
  • Use clear names for each Group
  • Use conditional logic

Time-based Options:​

  • Use seasonal tags
  • Create temporary collections
  • Use conditional logic

Customer-based Options:​

  • Use Customer Tags
  • Create VIP options
  • Use conditional logic

Assignment Optimization Tips​

🎯 "Less is More" Principle​

  • Not too many options on one product
  • Only show truly necessary options
  • Use conditional logic

🎯 "User Experience" Principle​

  • Options appropriate for product
  • Don't confuse customers
  • Provide clear guidance

🎯 "Easy Management" Principle​

  • Use organized Collections and Tags
  • Create templates for similar options
  • Test thoroughly before publishing

Common Issues​

❌ Options not appearing on product​

  • Check product assignment
  • Check product is in collection/tag
  • Check conditional logic

❌ Options appearing on wrong products​

  • Check assignment configuration
  • Check collection/tag is correct
  • Test with different products

❌ Options not syncing​

  • Check app integration
  • Check theme compatibility
  • Clear cache and test again

Best Practices​

🏆 Clarity Principle​

  • Use clear Collection/Tag names
  • Assign options appropriate for products
  • Provide clear guidance

🏆 Flexibility Principle​

  • Easy to change assignments
  • Can assign multiple ways
  • Integration with management system

🏆 Efficiency Principle​

  • Optimize customer experience
  • Minimize confusion
  • Increase conversion rate

Do you need guidance on product assignment for any specific store type?