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This walkthrough takes you from an empty canvas to a saved design template that’s ready to be personalized.
1

Start a new template

Go to Design Templates and click Create template.
The Design Templates page with the Create template button highlighted in the top right.

Create template opens the canvas-size dialog.

2

Choose your canvas size

Pick one of the ready-made artboard sizes, or set your own width and height.
The Create new template dialog showing nine artboard presets (T-Shirt, Pants, Tote Bag, Mug Wrap, Phone Case, Sticker, Poster, Postcard, Business Card) beside Name, Size, Unit and DPI fields.

The canvas-size dialog. Presets on the left, custom size and name on the right.

For a custom size, type a width and height and pick your unit: pixels, centimetres, millimetres, or inches. If you work in a physical unit, set the DPI to match what your printer expects; 300 is the usual choice for print.Give the template a name you’ll recognise later, because you’ll be picking it from a list when you build the option set. Then click Create.
Use the size your printer asks for, not the size of the product photo. The canvas is what gets printed.
3

Get your bearings in the editor

The template opens straight into the design editor.
The design editor with five numbered callouts: the tool rail, the Elements panel, the Design Template canvas, the Design Preview mockup, and the right-hand settings panel.
  1. Tool rail · 2. Elements panel · 3. Design Template, what gets printed · 4. Design Preview, what the shopper sees · 5. Settings for whatever you select
The two canvases side by side are the part worth understanding:
  • Design Template is the artwork itself, at print size. This is what ends up on the product.
  • Design Preview wraps that artwork onto a photo of the real product, so you and your customer can see how it will look.
Anything you add while the Design Preview frame is selected stays on the preview only. It is never printed. If the Elements panel warns you that you’re editing the Design Preview, click the Design Template canvas first.
There’s more to the two frames than this: how the preview keeps up with your design, and what happens when it stops. See The design and preview frames.
4

Add your artwork

Open the Elements panel from the top of the tool rail and click what you want to add.
The Elements panel highlighted, listing Text, Dynamic Image, Crossword, Word Search, Word Cloud, QR Code, Image, Calendar, Moon Phase, Star Map, Map and Spotify Player.

The Elements panel. Each entry has a ? that shows a short animation of what it does.

Select anything on the canvas and its settings (font, size, colour, position) appear in the panel on the right.
For a first template, one Text layer and one Image layer is plenty. You can always add more later.
5

Check your layer numbers

Open the Layers panel from the tool rail. Every layer on your canvas is listed with a number next to it.
The Layers panel listing layers with numbers from #16 down to #2, with the row for #14 Kid's Name highlighted.

The Layers panel. Layer #14 is a text layer named Kid's Name.

This is the most important thing on the page. When you later tell an option set “put the customer’s answer here”, you point it at one of these numbers. An option connected to #14 writes into this exact text layer.Two habits will save you a lot of confusion later:
  • Name your layers. Double-click a layer name and type something you’ll recognise, such as Kid’s Name or Background photo. In the option set you’ll see the name next to the number.
  • Watch for repeats. Layer numbers are not always unique. In the screenshot above, three separate layers are called Kid’s Name, and elsewhere in the same template two layers share the number #3.
If two layers share a number, an option connected to that number may change the wrong one. When you pick the layer in the option set, Customei asks you which of the matching layers you meant. Choose carefully, and rename the layers so you can tell them apart.
6

Save

Click Save in the top right. The badge beside the template name switches to Saved once it’s stored.Your template is now ready to be used by an option set.

Keyboard shortcuts

In the layer list: move between layers, opens a group, closes it, and enter renames the selected layer.

Where to next

Option sets

Turn your template into questions a shopper can answer.

Connect options to your design

Point an answer at the layer number you just checked.

The design and preview frames

Which canvas gets printed, and how the preview follows it.

Add a mockup preview

Show your artwork on a photo of the real product.