Skip to main content
Your design template and option set are ready. Two steps left: choose which products get them, and publish.

​
Step 1. Attach your products

Open the option set and switch to the Config product tab beside Edit option, then click Assign products.
The Assign products dialog listing the store's products with checkboxes, a search box, and Cancel and Confirm buttons.

Tick every product that should use this option set.

Tick the products you want and click Confirm. Search by name if your catalogue is long. Each product you attach inherits the whole option set: the questions, the choices, and the design template behind them. Attach the same option set to five mugs and all five get the same personalization form.

​
Settings for one product

The products you attached are listed under Assigned products. Point at a row and a gear button appears at its right end: Product settings.
The Assigned products list in the Config product tab, showing Unisex t-shirt and Unisex t-shirt (Copy), each with a +1 option set chip and a Needs publishing badge. The gear button at the end of the Unisex t-shirt row is outlined in red.

Point at a product and click the gear to open its own settings.

It opens that product’s page in Customei in a new browser tab, so the option set you are editing stays open. On the product’s page you can:
  • see every option set on the product, add another, remove one, or drag them into a different order,
  • turn the Live preview on or off for that product.
The Config product tab is also where you fine-tune each product individually, including which design layers change per Shopify variant. See Set up each product.

​
Step 2. Publish

Click Publish in the header. Customei sends your options to every attached product and shows you the result product by product.
The header of a published option set, showing a green Published badge beside the name and the Publish button highlighted.

A published option set. The badge beside the name tells you where it stands.

Each product in the list gets a spinner while it is being sent, then a label. A product that is live gets an Open live preview button, which opens its page in your store so you can check it. Give it a few seconds, then look at one of your product pages. The options should be there.
Publishing is blocked until at least one product is attached. If you click Publish on an option set with no products, Customei opens the product picker instead. Pick your products there and publish again.

​
When Publish asks you to turn on Customei in your theme

Your options only show on your store while the Customei Personalized app embed is switched on in your Shopify theme. If it is off, nothing you publish would show, so Customei stops and opens Turn on the Customei theme helper instead of publishing.
1

Click Enable

Your theme editor opens with the Customei switch already on.
2

Click Save in the theme editor

Until you save, the switch does nothing.
3

Come back and click Check again

Once Customei sees the switch is on, it carries on publishing by itself.
If Check again still says the switch is off and you are sure you saved, wait a minute and try again. The check can lag a little behind your theme. After a check, a Publish anyway button also appears, but your options still won’t show on your store until the switch is on.
You will also see a Turn on the Customei theme helper banner across the top of most Customei pages while the switch is off. Its Enable button does the same thing.

​
Reading the status

The Status column on the Option Sets page, and the badge beside an option set’s name, tell you where it stands. In the Publish list and under Assigned products, each product has its own label.
Needs publishing is the label behind most “I changed it but the store still shows the old one” moments. Saving stores your work; publishing is what your customers see.

​
Finding a product’s personalization from Shopify

You don’t have to start in Customei. On any product’s page in Shopify admin, open More actions and click View personalization in Customei. It opens that product’s page in Customei, where you see which option sets it has.
The More actions menu open on a product page in Shopify admin, with customei typed into its search box and one result: View personalization in Customei.

More actions on a Shopify product page. Typing Customei in the search box finds the link quickly.

​
Making changes later

Editing a live option set is safe. Your changes are saved as a draft and your store keeps showing the last published version until you publish again, so customers never catch you mid-edit. The same goes for the design template: edit the artwork, save, and publish the option set to push the new look out.

​
Where to next

Build your options

Add more options or adjust the ones you have.

Connect options to your design

Wire a new option into the artwork.