Set up each product

An option set asks your customers the same questions on every product it is attached to. But your products are not all the same. A t-shirt comes in five colours. A canvas comes in three sizes. The Config product tab is where you set up each product on its own. Open your option set and click Config product. It sits beside Edit option, above the option you are editing. If you see No products assigned yet, click Assign products and tick the products that should use this option set. Assign products and go live walks through that dialog.

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Your products

Once products are attached, the top of the tab lists them under Assigned products, with a count beside the title. Each row shows the product’s picture, its name, and up to two labels: Click a row to pick that product. Its setup appears under the list. Need more products? Click Assign products at the top right of the list.

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Products from more than one store

If you run several Shopify stores on one Customei account, one option set can be attached to products in all of them. When that happens, the list is split by store. Your current store comes first, and each store’s name sits above its products.

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Open a product’s own page

Point at a product in the list and a small gear button appears at the end of the row. This is Product settings. Click it to open that product’s page in a new tab. Your option set stays open where you left it. The product page is where you reorder or remove option sets on that product and turn the live preview on or off. See The product page below.

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Make the design change with each variant

Your Shopify variants are the choices Shopify already asks about, like Color and Size. Variant personalization lets each variant change the design. For example:

• A shopper picks the Black t-shirt, and the design switches to a version with white text.
• A shopper picks Large, and a bigger frame appears around the photo.
• A shopper picks Heather Olive, and the mockup photo behind the design changes to an olive shirt.

You set this up in two steps: first choose what changes, then choose how it changes for each variant.

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Step 1. Choose what changes

Under Template connections, click Add connection and pick what a variant should change. Once you have one, the button reads Add another connection. Use one of these three: Connect options to your design explains each connection in more detail. The layers and groups you can pick come from the design template behind this option set. If the product has no design template yet, you will see a Reference template box first. Pick any template there to borrow its layers and groups. Switch design template works without one.

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Step 2. Set it for each variant

The table under the connections lists every variant of the product. Each row has a small icon for each connection. Click the icon to set what that variant does, for example which group it shows. A product with lots of variants gets long fast, so the table groups them for you. Use Group by to choose how:

• Group by Color puts all the sizes of each colour together.
• Group by Size does the opposite.
• Don’t group shows one flat list.

Groups start closed. Click a group to open it and see its variants. A group row has the icons too. Set one there and every variant in that group gets the same setting. Set Brown once and all five Brown sizes follow. Then open the group to change just one size if you need to.

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Products with only one variant

Variant personalization needs at least two variants. A product with one variant, or none, shows a short note instead of the settings. There is nothing to set up, and nothing is wrong.

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It is saved on the product

This setup belongs to the product, not to the option set. You can reach it from any option set the product uses, and it is the same setup each time. If the product also uses other option sets, a note above the settings names them: Also assigned to …. Anything you change here changes there too.

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Copy the setup from another product

Most stores sell the same variants again and again. Every mug comes in 11oz and 15oz. Every t-shirt comes in the same five colours. Set up one product, then copy it to the rest. Customei matches variants by their choices, not by their position. Black / Large on one shirt gets the setting of Black / Large on the other, even if the two products list their variants in a different order. The line at the bottom of the dialog says one of three things: The copy is not saved yet. Look it over, then click Save in the bar at the top of the page to keep it. Click Discard to throw it away. You can copy from any product in the same store that has variant personalization, even one on a different option set.

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Save your changes

Nothing on this tab saves by itself. When you change something, the Unsaved changes bar appears at the top of the page. One Save keeps everything: your option changes and every product you set up on this tab. Discard throws it all away. You can move between products before you save. Your changes on each one wait for you. When the setup is right, publish the option set so shoppers see it.

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The product page

The Product settings gear opens this page. You can also get there from Shopify itself: open the product in your Shopify admin, click More actions at the top, then View personalization in Customei.

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Order and remove option sets

A product can use more than one option set. The Option sets card lists them in the order shoppers see their questions.

• Drag the handle on the left of a row to move it up or down.
• Click the bin icon to take that option set off this product.
• Click Add option set to attach another one.

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Live preview

The Live preview switch at the top of the Preview card decides whether shoppers see their design change as they make their choices. Leave it on unless you have a reason not to.

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The preview

The Preview card shows the product the way a shopper meets it. Your design sits on the mockup, with the product’s variant choices and your option set’s questions underneath. Pick a different colour or size and the design changes the way you set it up in Variant personalization. The preview follows your changes before you save them, so you can try a setup and check it right there. It works even if the product has never been published. The variant personalization card on this page is the same one you see on the Config product tab. Change it in either place. Copy from product is only on the Config product tab. Changes here wait for the Save bar too. Publish afterwards so shoppers see them.

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Where to next