Set up your first personalized product

This is the short version of the whole setup. Each step links to a detailed guide.

1. Choose how to start

The first time you open Customei, a short welcome asks about your role and how you want to begin:

• Start with sample templates (recommended): pick ready-made designs. Each one arrives with its option set and assets, so you get a working example to learn from and make your own.
• Start from scratch: begin with an empty account. The Setup Guide on Home walks you through your first template.

You can add samples later from Design templates with Import from Gallery.

2. Switch Customei on in your theme

Nothing shows on your storefront until the Customei app embed is on in your live theme. It takes one click and a Save. See Turn on the Customei app embed in your theme.

3. Make the artwork

Go to Design templates and create a template, or open a sample. Add the layers your customer will change, for example a text layer for their name or an image layer for their photo.

Guide: Create a design template

4. Add the questions

Go to Option sets and create an option set. Attach your design template to it, add the options your customer answers (a text box, a list of colors, a photo upload), then connect each option to the layer it changes.

Guides: Build your options and Connect options to your design

5. Attach a product and publish

In the option set, open the Config product tab, click Assign products, tick your product and click Confirm. Then click Publish.

See Attach an option set to a product and publish

6. Test it like a customer

Open the product on your storefront, personalize it, add it to the cart and place a test order. Then check the order in Orders, and the print file on the order in Shopify.

See Test your setup before you launch