Product Options Installation

 Caution

This article requires technical knowledge and experience with Liquid code. If you are not comfortable with code, please contact our Merchant Success team.

Overview

Product Options requires our Liquid code in order to run correctly on your store. The code installation ensures that the options will appear on your product pages and that your customer's selections will appear correctly on both the cart and checkout pages of your store.

We offer a few different options to help you complete this installation on your store:

  1. An automatic installer
  2. The ability to request a professional installation from our team
  3. A step-by-step guide on completing this manually

Are you ready to get started with our install?

 


 

Automatic Installation

When you first install Bold Product Options, it will show you the importance of running an automatic installation on your store.

Automatic Installation section

 

If you aren't seeing this option, please hover over Need Help? and then Liquid Installation, from within the top right corner of the app admin.

Need Help

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. 

When selecting which theme to update, there will be a check box: I have created a backup for this theme. We recommend creating a duplicate version of your Shopify theme to ensure you have a copy of your theme without the Bold code installed. This is what we call a backup theme.

Once you've confirmed that a backup's been created, you will be able to proceed with the code installation.

Note: Bold Product Options will notify you if the automatic installation fails. If the automatic installation fails, the app will automatically create an installation request for our team to assist you further.

 


 

Expert Install

If you aren't comfortable installing the code yourself, we would be happy to do this for you. This option creates a ticket request with our installation team.

All expert installations are then manually completed on a first-come-first-served basis. You will be asked to confirm which theme you would like this code to be installed onto after selecting this option.

 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 Product Options, hover over Need Help?

    Need Help 1

  2. Select Liquid installation.

    Need Help 2

  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. In 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_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 %}

    Bold Cart Line Item Properties

  4. Find the following line of code:
    {{ item.price | money }}
    On newer themes, it will be:
    {{ item.final_price | money }}
    Find the code
  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 the code

  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.

Note: If you are experiencing issues with performance on the storefront with Product Options after completing the steps above, we recommend requesting an expert installation, as your theme may require further liquid code changes.

 


 

Code Removal

If you would like to remove the liquid code from your theme, the liquid code can be removed by deleting the snippet file, asset files, and the code includes mentioned in the instruction steps below. You can also request an uninstall request by contacting our Merchant Success team.

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