Product Options Installation

Overview

Each theme on your Shopify store is different, and will require the Product Options liquid code to be installed in order to ensure that the app runs correctly. The code installation is significant, and will ensure that the options appear on your product pages, and your customers selections appear correctly in the cart/checkout page of your store.

 Alert

This article only applies to Product Options 2.0. If you decide to complete the installation yourself, it requires technical knowledge and prior experience with Liquid code. If you are not comfortable with this, please request an installation using the instructions below. Otherwise, continue to the installation steps.

We offer a few different options to help you complete this installation on your store. This includes an automatic installer, the ability to request a professional installation from our team, or a step-by-step on completing this manually.

Are you ready to get started with our install?

 


 

Automatic Product Options Installation

When you first install the Bold Product options app to your store, it will immediately take you to a screen within the app that mentions the importance of running an automatic installation on your store. This can be seen, here:

Automatic Installation section

If you are not seeing this option, please navigate to Need Help? > Liquid Installation.

Selecting the Begin Update option will allow you to choose the theme on your store that you would like to complete the automatic code installation on for Product Options. 

 Pro-Tip

When selecting which theme to update, there will be a check box that says, "I have created a backup for this theme".

We recommend creating a Duplicate version of your Shopify theme to ensure you have a copy without the Bold code installed. 

Once the checkbox is selected to confirm you have a back up version of your theme created, you will be able to proceed with the code installation.

 


 

Expert Install:

This option creates a ticket request with our installation team, and schedules your store for a manual installation completed by our experts. By selecting this option, you will be asked to confirm which theme you would like this code installation to be completed on.

All of these requests are completed manually on a rotational basis, and will be completed as soon as possible.

 Alert

Please ensure that we have an active staff account for your store, prior to submitting your installation request. Visit Create a Shopify Staff Account for more information on how to create an account.

To request an expert install, please follow these steps:

  1. From within Bold Subscriptions, navigate to Need Help?
  2. Select Liquid installation.
  3. Under the automatic theme update information, select "expert theme update service".
  4. Review the terms, then select "I have created a staff account for Bold".
  5. On the bottom left corner, select the theme you would like the code installation to be completed on.
  6. Select Submit Request.

 


 

Manual Install:

  1. Duplicate themes, to create a backup copy.
  2. From Shopify's admin, select Online Store, then ActionsEdit code.
  3. Under "Snippets", find the bold-common.liquid file:
  4. If it doesn't currently exist:
    1. Select Add a new snippet.
    2. Enter the correct snippet name.
    3. Select Create snippet.

      Select Create Snippet

    4. Copy and paste the code from the following link: bold-common.liquid.

      Paste bold-common code

    5. Select Save.
  5. Select bold-common.liquid.
  6. Copy and paste the following code at the bottom of this file:
    {%- comment -%} INCLUDE APP SCRIPTS BELOW {%- endcomment -%}
    {{ 'bold-options.css' | asset_url | stylesheet_tag }}
    {{ 'https://option.boldapps.net/js/options.js' | script_tag }}

    Paste bold-common Code

  7. Select Save.

Within the theme files, complete the following steps.

  1. Under "Assets", find the bold-options.css file.
  2. If this file doesn't exist:
    1. Select Add a new asset.
    2. Select Create a blank file.
    3. Enter bold-options as the file name.
    4. Select .css for the file extension.

      Select File Extension

    5. Select Add asset.
    6. Copy and paste the bold-options.css code into this file.

      Paste CSS File

    7. Select Save.

Within the theme files, complete the following steps.

  1. Under "Layout", select theme.liquid.
  2. Copy and paste the following code directly below the {{ content_for_header }} line:
    {% if template == 'product' and product.metafields.inventory.ShappifyHidden or product.type contains '_HIDDEN_' %}<meta name='robots' content='noindex'>{% endif %}
    {%- render 'bold-common' -%}

    PO render tag instructions theme.liquid

  3. Select Save.

Within the theme files, complete the following steps.

  1. Under "Templates", select collection.liquid.

    Note: The contents for this file may be located under "Sections" in the collection-template.liquid file.

  2. Find the following line of code:
    {% for product in collection.products %}

    Note: This line may appear more than once in the file and you will need to add the line of code for each instance. Can't find this code?

    PO install instructions for product in collection

  3. Copy and paste this code directly below this line:
    {%- if product.metafields.inventory.ShappifyHidden == 'true' -%}{%- continue -%}{%- endif -%}

    PO install instructions if product.metafields

  4. Select Save.

Within the theme files, complete the following steps.

  1. Under "Templates", select search.liquid.
  2. Find the following line of code:
    {% for item in search.results %}

    Note: This line may appear more than once in the file and you will need to add the line of code for each instance.

    Find for item

  3. Copy and paste this code directly below each instance:
    {%- if item.metafields.inventory.ShappifyHidden == 'true' -%}{%- continue -%}{%- endif -%}

    Paste item metafields

  4. Select Save.

Within the theme files, complete the following steps.

  1. Under "Templates", select product.liquid.

    Note: The contents for this file may be located under "Sections" in the product-template.liquid file.

  2. Copy and paste the following code at the top of this file:
    {%- if product.metafields.inventory.ShappifyHidden == 'true' -%}{%- break -%}{%- endif -%}

    PO install instructions product metafields

  3. Select Save.

Within the theme files, complete the following steps.

  1. Under "Templates", select product.liquid.

    Note: The contents for this file may be located under "Sections" in the product-template.liquid file.

  2. Copy and paste the following code just below the variant selector element:
    <div class="bold_options" data-product-id="{{ product.id }}"></div>

    Note: This section of code should end with </select>, and reference "productSelect" & "variants" at the beginning.

    Paste under Variant Select

  3. Select Save.

Within the theme files, complete the following steps.

  1. Under "Templates", select cart.liquid.

    Note: The contents for this file may be located under "Sections" in the cart-template.liquid file.

  2. Find a section of code starting with:
    {% for p in item.properties %}

    Find for p in item properties

  3. Copy and paste the following code over top of this section:

    Note: The above section of code should end with {% endif %}.

    <span class="Bold-theme-hook-DO-NOT-DELETE bold_load_cart_item_properties" style="display:none !important;"></span>
    {% assign propertySize = item.properties | size %}
    {% if propertySize > 0 %}
      {% for p in item.properties %}
        {% assign first_character_in_key = p.first | truncate: 1, '' %}
        {% unless p.last == blank or first_character_in_key == '_' %}
          {{ p.first }}:
          {% if p.last contains '/uploads/' %}
            <a href="{{ p.last }}">{{ p.last | split: '/' | last }}</a>
          {% else %}
            {{ p.last }}
          {% endif %}
        {% endunless %}
      {% endfor %}
    {% endif %}

    Paste Bold Load Cart Item Properties Code

  4. Find the following line of code:
    {{ item.price | money }}
    On newer themes, it will be:
    {{ item.final_price | money }}
    Find item.price money
  5. Copy and paste this code in front of each instance:
    <span class=“Bold-theme-hook-DO-NOT-DELETE bold_cart_item_price” data-item-key=“{{item.key}}” style=“display:none !important;“></span>

    Paste Bold Cart Item Price

  6. Find the following line of code:
    {{ item.line_price | money }}
    On newer themes, it will be:
    {{ item.final_line_price | money }}
    Find item.line price money
  7. Copy and paste this code in front of each instance:
    <span class="Bold-theme-hook-DO-NOT-DELETE bold_cart_item_total" data-item-key=”{{item.key}}" style="display:none !important;"></span>

    Paste Bold Cart Item Total

  8. Find the following line of code:
    {{ cart.total_price | money }}

    Find cart.total_price money

  9. Copy and paste this code in front of each instance:
    <span class="Bold-theme-hook-DO-NOT-DELETE bold_cart_total" style="display:none !important;"></span>

    Paste cart.total_price money Code

  10. Copy and paste the following line of code around any third-party checkout buttons:
    {% if additional_checkout_buttons %}
    <
    div
    class="additional-checkout-buttons">
    {{ content_for_additional_checkout_buttons }}
    </div>
    {% endif %}

    Note: Product Options is not compatible with checkout buttons that don't direct the customer through its checkout process. This includes PayPal, AmazonPay, ApplePay, GooglePay, etc.

    Paste additional checkout code

  11. Select Save.
  1. From Shopify's admin, select Settings.
  2. Select Notifications.
  3. Select Order confirmation.

    Select Order Confirmation

  4. Replace all code in the Email body with: Order confirmation.
  5. Select Save.
  6. Select Abandoned checkout.

    Select Abandoned Checkout

  7. Replace this code:
    <td class="button__cell"><a href="{{ url }}" class="button__text">Complete your purchase</a></td>
     </tr>
     </table>
     {% if shop.url %}
     <table class="link secondary-action-cell">
     <tr>
     <td class="link__cell"><a href="{{ shop.url }}" class="link__text"><span class='or'>or</span> Visit our store</a></td>

    Remove code

  8. With this code:
    <td class="button__cell"><a href="{{ shop.url }}/cart" class="button__text">Complete your purchase</a></td>
     </tr>
     </table&gt
     {% if shop.url %}
     <table class="link secondary-action-cell">
     <tr>
     <td class="link__cell"><a href="{{ shop.url }}" class="link__text"><span class='or'>or</span> Visit our store</a></td>

    Add Code

  9. Select Save.
  10. Select Shipping confirmation.

    Select Shipping Confirmation

  11. Replace all code in the Email body with: Shipping confirmation.
  12. Select Save.
  13. Select Shipping update.

    Select Shipping Update

  14. Replace all code in the Email body with: Shipping update.
  15. Select Save.
  16. Under "Templates", select New order.

    Select New Order

  17. Replace all code in the Email body with: New order notification.
  18. Select Save.
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