The admin pages that help you run ShapeOption day to day.
On this page
DashboardTemplatesImport / ExportAnalyticsUploads (S3)Removing all data
Dashboard FREE
ShapeOption › Dashboard shows live and draft groups, total fields, priced fields, conditional fields and available templates, plus your most recently edited groups with a one-click shortcode copy (Pro).
The Dashboard: counts at the top, recent groups with shortcodes, and quick actions.
Templates FREE
1
Open the library
Go to ShapeOption › Templates. Filter by category or search; each card previews the fields inside. Start from scratch opens an empty group.
2
Install one
Click Use this template. A new group is created as a draft.
3
Adjust and publish
Change labels, prices and Show on rules to fit your store, then publish.
The Template Library. (1) Use this template installs it as a draft.
Templates
Plan
Gift wrap (basic), Personalization (basic), Delivery preferences
FREE
Engraving, Gift wrap & message, Pizza builder, Apparel personalization, Custom sign / banner, Photo print, Equipment rental, Cake order
PRO
Import / Export FREE
1
Export
On the old site, go to ShapeOption › Import / Export, tick the option groups to move (and, if you like, your style settings) and download the .json file.
2
Import
On the new site, open the same page, choose the file and import. Each group is added as a new group.
3
Check
If a field key is already used on the new site, the imported field is renamed and its rules follow.
(1) Export: pick groups and download a file. (2) Import: choose a file to add its groups.
Heads up
Export files from the free plugin and from Pro use different formats and cannot be imported into each other.
Analytics PRO
ShapeOption › Analytics reads your recent orders and shows:
Orders with options — how many orders used them, and what share of all orders.
Options revenue — the extra fees shoppers paid.
Extra per order — the average added by options.
Top option — the most picked option.
A table of every option and chosen value with Times picked and Options revenue.
Analytics: key numbers at the top, top options by revenue, and every chosen value with times picked and revenue.
Uploads (S3) PRO
Move customer files off your server to cloud storage. Supported: Amazon S3, Cloudflare R2, DigitalOcean Spaces, Wasabi, Backblaze B2 and any S3-compatible host (such as MinIO).
1
Open the page
Go to ShapeOption › Uploads (S3) and pick your provider.
2
Enter the details
Fill in the bucket, region (and endpoint for non-Amazon hosts), access key ID and secret key. The keys need permission to upload and delete files.
3
Save and test
Click Save & test connection. ShapeOption uploads a small file and removes it again, then tells you exactly what to fix if it fails.
4
Turn it on
Once the test passes, switch on Use cloud storage. The status turns to On and new files go to your bucket after they pass the upload checks.
Uploads (S3): pick a provider, enter the bucket, region and keys, then save, test and switch on cloud storage.
Good to know
If the bucket cannot be reached, uploads are paused for a few minutes and kept safely on your server, so no order is ever lost.
Removing all data
Deleting the plugin keeps your groups by default. To remove everything when you delete it, opt in under ShapeOption › Style Settings in the delete data section. This deletes every option group and all ShapeOption settings.
