Set up Dose's metafields

Dose's features read three kinds of data, none of which needs an app:

• Metafields in the custom namespace (the one Shopify admin uses when you create a definition): ten on products, one optional on variants, and an optional tagline.
• Theme settings in Theme settings › Goals and Subscriptions, and the blocks' own settings: your goal names, plan lengths and container words, the facts panel's heading and disclaimer.
• Delivery plans from your subscription app (chapter 10), and two product tags for badges: new and badge: (chapter 2).

Dose doesn't use metaobjects, so there is nothing to set up under Content › Metaobjects. You only need the data for the features you use, and nothing breaks while you fill it in: each part of a feature shows only when it has data.

In Shopify admin, metafield definitions live under Settings › Custom data (called Metafields and metaobjects in newer versions of the admin).

The metafields Dose reads

Keys are exact and case-sensitive. The name is yours to choose: it's what you see when you edit a product.

A Specification row block can show any other product metafield you create (chapter 6). Review apps write reviews.rating and reviews.rating_count, which give the title its stars.

How to fill them in

Supplement facts (custom.supplement_facts): copy your label, one row per line, cells separated by |: first Serving size | 2 gummies (the number first, because the supply calculator counts with it), then Name | amount | % daily value for each nutrient. Chapter 8 has the full format, with sub-headings, indented rows, footnotes and an example.

Servings (custom.servings): the number of servings in the container, as on the label: 30 for a bottle of 60 gummies at 2 gummies a serving. Not the number of pieces.

Daily servings (custom.daily_servings): how many servings the label directs a day, usually 1. The calculator starts there; shoppers can choose more.

Other ingredients and Allergens: one line each, as printed on your label.

Goals (custom.goals): the goals the product belongs to, one per value, spelt exactly as in Goal names (Theme settings › Goals): Sleep, Calm. Capitals don't matter to the theme, but the Goal filter lists different spellings separately, so pick one. The first goal that's in Goal names gives the product its colour. A goal that isn't a tile, such as "Calm" in the Dose preset, still counts in the quiz's routine question (chapter 9). Make it a list: a single line "Sleep, Calm" reads as one goal that matches nothing.

Format (custom.format): one word for the form: Gummy, Capsule, Softgel, Powder, Liquid or Tablet. The goal finder's format question matches it, ignoring a plural ("Gummies" = "Gummy"). The icon also knows Stick, Scoop, Drop, Tincture and Chew; other words show a dot.

Key ingredients (custom.key_ingredients): one ingredient per line, Name | amount | note. The note says where it comes from or why you chose it, not what it does for the body (chapter 12). A line with only a name shows the name. The first two names also form the card's meta line.

Magnesium glycinate | 200 mg | The form we chose for evenings
L-theanine | 100 mg | Found naturally in green tea leaves
Chamomile flower extract | 50 mg | Grown and dried in Egypt

Certifications (custom.certifications): short phrases, one per value, such as Third-party tested, Vegan, Gluten free, Non-GMO. Each becomes a chip with a simple icon. Add only what you can show proof for.

Lab report (custom.lab_report): a link to your current certificate of analysis or lab report. A metafield definition holds one type, so choose the one that suits you:

• File: upload the PDF in Content › Files (or straight from the product page) and pick it on each product. The theme links to the file.
• URL: paste a link, such as a PDF on your own site or your lab's portal. The theme links to the address.

The theme reads either. A link ending in .pdf gets the button "View lab results (PDF)"; any other link drops "(PDF)".

Variant servings (custom.servings on variants): only for products sold in several counts. On each variant, the servings in that size: 30, 60, 90.

Step 1: create the definitions

In admin, go to Settings › Custom data › Products and click Add definition for each product metafield you need:

1. Type the Name: Supplement facts, Servings, Daily servings, Other ingredients, Allergens, Goals, Format, Key ingredients, Certifications or Lab report.
2. Check the Namespace and key under it and change it to exactly the key in the table. Shopify suggests custom. plus the name, so "Supplement facts" gives custom.supplement_facts, but a name like "Servings per container" would give custom.servings_per_container, which the theme won't find. Change it to custom.servings.
3. Click Select type and choose the type in the table: Multi-line text for supplement facts and key ingredients; Integer for servings and daily servings; Single line text for other ingredients, allergens, goals, format and certifications; File or URL for the lab report. For Goals and Certifications, change One value to List of values.
4. For Servings and Daily servings, add a minimum of 1 under the validations, if your admin offers it, so a wrong number can't be saved.
5. Save.

For sizes in several counts, go to Settings › Custom data › Variants and add Servings there too: key custom.servings, type Integer, One value.

If Search & Discovery later doesn't offer Goals, Format or Certifications as a filter source, open the definition again and check its access and filter options: the wording depends on your admin version.

Step 2: fill them in

Open a product in admin and scroll to Metafields. For variant servings, click each variant in the product's Variants list and fill it in on the variant's page. To fill in many at once, select your products, use Bulk edit and add the metafield columns there. Metafields can also go through a product CSV, once they're defined.

The multi-line fields keep line breaks: press Enter between lines.

Step 3: set up the filters

Install Shopify's free Search & Discovery app and add Goal (from custom.goals), Format (from custom.format) and Certification (from custom.certifications) as filters. The goal tiles and goal chips link to the Goal filter. Chapter 14 has the steps, and what they link to without it.

Step 4: check

• Open a product with all the metafields: the facts panel should show "Serving size 2 gummies", "Servings per container 30" and your rows; the card in a collection should sit on its goal colour with "2 a day · 30 days".
• With a delivery plan of 30 days on the product, open Subscribe and save: it should say "This bottle lasts 30 days. Delivery set to match." with "Deliver every 30 days" chosen.
• Beside the facts, the ingredient cards, chips, the format chip and the lab report button should show; the button should open your report in a new tab.
• On the home page, take the quiz with a goal your products have: the stack should list them with "Matches sleep · night · gummy".

If a value doesn't show, check the namespace and key first, then the owner (product or variant), then the type, and whether it's a list.