A template is not yet personalizable on its own. It needs an option set (the inputs your customer fills in) and a product (the Shopify item being sold). The link happens from the Products section of Customei.
The 1 : 1 : 1 rule
Each Shopify product is linked to:
- one design template — the layout,
- one option set — the inputs,
- optionally, one mockup — the realistic preview image.
A single template can back many products; a single option set can back many products; but any given product has exactly one of each.
Assign from the Products section
Open Products
From the Customei sidebar, click Products. You’ll see every product synced from your Shopify store.
Pick the product
Click a product to open its Customei settings panel.
Choose the template
Pick your design template from the dropdown. A preview appears on the right.
Choose the option set
Pick an option set that targets that template. Customei filters the list to only show compatible option sets.
(Optional) Pick a mockup
If the template has an associated mockup, it’s picked automatically. Override if you want a different mockup for this product.
Save
Customei persists the link and rebuilds the product bundle in the background. Within a few seconds, the storefront widget picks up the new configuration.
What happens behind the scenes
When you save the link, Customei:
- Writes a config JSON to the product’s metafields. The storefront widget reads this to know the product is personalizable and where to load its bundle.
- Publishes a bundle to the CDN. The bundle contains the template layers, the option set fields, and all the assets your customer will need.
- Registers a price add-on map if the option set has paid add-ons — this is what lets the cart charge the right amount. See Pricing overview.
You don’t have to do any of this manually; this is just what’s happening when you see the success toast.
Changing the template or option set later
Open the product again, pick a different template or option set, and save. Customei rebuilds the bundle. Customers currently on the product page will see the new version on their next page load; active cart items keep the configuration they were added with.
Changing the template while customers are mid-customization doesn’t break their cart, but if you delete the original template entirely, past orders may fail to regenerate their print files. When in doubt, archive the old template instead of deleting it.
Bulk assignment
To bulk-assign the same template + option set across many products:
Open Products
Navigate to the Products listing.
Select products
Tick the checkboxes for the products you want to configure.
Pick Assign template
From the bulk action menu at the top, pick Assign template and option set.
Confirm
Pick a template + option set and confirm. Customei applies the link to every selected product and rebuilds their bundles.
Unlink a product
To remove Customei from a product entirely, open it in Products and click Unlink. The product metafields and bundles are cleaned up, and the storefront widget stops showing on that product.
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