1. Confirm the app embed is on
Customei installs an app embed that runs on every product page. It’s enabled by default when you install the app — verify it’s still on:Open your theme customizer
In Shopify admin go to Online Store → Themes → Customize on your current theme.
2. (Optional) Place the block where you want it
By default, Customei auto-injects the personalization form above the Add to cart button. Most merchants are happy with that and can skip this section. If you want more control over where the form appears — for example, inside a tab, or below the description — you can place the Customei block manually:Open a product template in the customizer
Online Store → Themes → Customize → top dropdown → Products → Default product.
3. Test on a real product page
Visit a personalizable product
In a fresh incognito window, open the storefront URL for the product you linked to a template and option set in the previous step.
Check the form loads
You should see the option set form — your text field and your swatch — right on the product page. The product image swaps to a live preview as you type.
Make a change
Type a new name in the text field. The preview updates. Pick a different color swatch. The preview updates again.
Add to cart
Click Add to cart. Go to the cart — you should see the product with the personalization summary (the name and color you chose) as line-item properties.
4. View the order in Customei
From the Customei sidebar, open Orders. Your test order appears with:- The personalization payload (every field the customer changed).
- A status indicator for the print file generation.
You’re live
That’s the full end-to-end flow. You’ve built a template, defined options, linked to a product, and verified a customer can personalize and check out. From here, most merchants follow these tracks:- More depth on templates → Template editor tour.
- More depth on options → Option set overview.
- Price add-ons → Pricing add-ons.
- Mockups for realistic previews → Mockups.