Skip to main content
Getting started

Test your setup before you launch

Walk through your product the way a customer will, and check the order that comes out the other end.

Last updated 28 days ago

Before you share a personalized product, run through it once as a customer. It takes five minutes and catches most setup mistakes.

On the product page

  1. Open the product on your storefront. A private or incognito window shows you exactly what a new visitor sees.

  2. Check that the options appear and that each one changes the preview the way you expect.

  3. Try the unhappy paths: leave a required option empty, type a long name, upload a small or odd-shaped photo.

  4. If an option has an extra price, check that the product price updates when you pick it.

  5. Try it on your phone as well. Customei can lay the page out differently on mobile, see Choose how personalization appears on the product page.

In the cart and at checkout

  1. Click Add to cart. Check that the price in the cart includes any extras.

  2. Go to checkout and place the order. On a development store you can use Shopify's test payment gateway. On a live store, a 100% discount code works well.

In Customei

  1. Open Orders in Customei and find your order.

  2. Click View Personalization. You should see the design as the customer made it and the values they entered.

  3. Open the same order in your Shopify admin. The personalized item carries its print file link in its properties (_customei_print_file). If the item is grouped with a Personalization item, the link is on the group. Open it and check its size and quality. See Download print files.

When you are done, cancel or refund the test order in Shopify as usual.

Tip: Try Buy it now and a wallet button (Shop Pay, PayPal, Apple Pay, Google Pay) too. By default Customei hides them on personalized products, because Shopify sends no personalization with them. You can switch to a mode that keeps them. See Buy it now and express checkout buttons.