Adding product options on Shopify shouldn't require complex coding or creating hundreds of product variants.
Whether you're collecting custom text, offering optional add-ons, or selling personalized products, the right product options app can make the process much easier.
Easify Custom Product Options is designed to help Shopify merchants create flexible product customization experiences without modifying their theme code.
From simple text fields to advanced pricing rules, the app gives you the tools to build product pages that fit your business.
In this guide, we'll walk you through the complete setup process—from installing the app and creating your first Option Set to customizing product options and publishing them on your storefront.
Key Takeaways
- Installing Easify only takes a few minutes.
- You'll need to enable the Easify app embed before product options can appear on your storefront.
- Option Sets make it easy to manage custom options across one or multiple products.
- Easify supports a wide range of option types, including text fields, dropdowns, checkboxes, file uploads, image uploads, and more.
- Features like required fields, price add-ons, character limits, and tooltips help create a better shopping experience.
- Always preview and test your product page before making it available to customers.
How to Use Easify Custom Product Options on Shopify
Step 1: Install Easify Custom Product Options
The first step is to install Easify from the Shopify App Store.
After installing the app, it will be added to your Shopify admin, where you can start creating product options immediately.
If you're new to Easify and would like to learn more about what the app offers before getting started, you can also read our guide What Is the Easify Custom Product Options App for Shopify?, which explains its key features, pricing, and common use cases.
Step 2: Enable the App Embeds
After installing Easify, you'll be taken to the Option Sets page. If the app embed hasn't been enabled yet, you'll see a yellow notification banner at the top that says "App embed is not enabled."
Simply click Open theme editor, and Shopify will automatically redirect you to your theme editor.
Once you're in the theme editor, open the App embeds panel, find Easify Options, and switch it On. Finally, click Save in the top-right corner to activate the app. After that, return to Easify and continue setting up your product options.
Step 3: Create Your First Option Set
Once the app embed has been enabled, return to the Easify dashboard and open the Option Sets section.
Click Create Option Set to start building your first set of product options.
Step 4: Add Product Options
With your Option Set created, it's time to add the customization fields your customers will interact with.
Easify supports 28 option types, allowing you to collect everything from simple customer input to complex product customization requests.
Some of the most commonly used options include:
Text Field
Perfect for collecting short customer input such as:
- Customer names
- Initials
- Monograms
- Engraving text
Dropdown
Dropdown menus work well when customers need to choose one option from a predefined list.
For example:
- Size
- Material
- Packaging
- Production speed
They also help keep product pages clean by reducing visual clutter.
Color Swatches
Color Swatches are perfect for displaying available color choices in a visual and intuitive way.
Examples include:
- T-shirt colors
- Phone case colors
- Fabric colors
- Paint finishes
Customers can simply click the color they want instead of selecting it from a text-based list.
File Upload
File Upload allows customers to submit files directly from the product page.
Examples include:
- Logos
- PDF documents
- Design files
- Artwork
Customers can upload the files needed to personalize or customize their order before adding the product to their cart.
Step 5: Customize Option Behavior
Adding product options is only the beginning. Easify also lets you control how each option behaves, helping create a smoother shopping experience while collecting exactly the information you need.
Some of the most useful settings include:
Required Fields
Require customers to complete important fields before adding a product to their cart.
For example:
- Name engraving
- Upload artwork
- Recipient name
This helps reduce incomplete orders and minimizes follow-up communication.
Price Add-ons
Charge additional fees for premium customization options.
Examples include:
- Gift wrapping
- Premium materials
- Custom engraving
- Rush production
Price adjustments are automatically reflected when customers select the corresponding option.
Character Limits
Limit the number of characters customers can enter into text fields.
This is especially useful for:
- Engravings
- Monograms
- Printed names
- Embroidery
Character limits help ensure customer requests remain suitable for production.
Step 6: Assign the Option Set to Products
Once your Option Set is ready, the final setup step is assigning it to the products where you'd like it to appear.
Easify gives you several assignment methods depending on how your store is organized.
You can assign an Option Set to:
- Individual products
- Entire collections
- Products with specific tags
- Product types
This flexible assignment system allows you to manage product options efficiently without recreating the same customization fields for multiple products.
Step 7: Save & Preview Your Product Page
Before making your product available to customers, it's important to test the entire customization experience.
After saving your Option Set, open one of the assigned product pages and verify that everything works as expected.
Tips for Getting the Most Out of Easify Custom Product Options
As your store grows, a few simple best practices can make your product pages easier to manage and improve the customer experience.
- Use clear option labels so customers immediately understand what information is required.
- Only make essential fields required to avoid creating unnecessary friction during the buying process.
- Group related options together to keep product pages organized and easy to navigate.
- Use descriptive tooltips whenever customers may need additional guidance.
- Preview every Option Set after making changes to ensure everything works correctly.
- Place a test order regularly, especially after adding new options or modifying existing ones.
Small improvements like these can help reduce customer confusion while making personalized orders easier to fulfill.
Final Thoughts
Easify Custom Product Options makes it simple to create product customization experiences that go far beyond Shopify's native variants.
Whether you're collecting customer text, offering optional add-ons, or selling fully personalized products, the app provides an intuitive workflow that requires little to no coding.
By following the steps in this guide, you'll be able to install the app, create your first Option Set, customize product options, and publish them to your storefront with confidence.Â
There's nothing stopping you from trying it right now: install Easify Custom Product Options with the Free Forever plan and have your first custom options live on your store in minutes.
FAQs
Do I need coding knowledge to use Easify?
No. Easify is designed for merchants of all experience levels. Most product customization workflows can be created using the visual interface without editing your Shopify theme.
Why aren't my product options showing on my storefront?
The most common reason is that the Easify Custom Product Options app embed hasn't been enabled in your Shopify theme. Make sure you've turned it on under Online Store → Themes → Customize → App embeds, then save your changes.
Can I assign one Option Set to multiple products?
Yes. Easify allows you to assign an Option Set to individual products, collections, product tags, or product types, making it easy to reuse the same customization options across your catalog.