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How to Add Personalization Options to Products

You can add personalization inside the process(es) that is assigned to the products.

Adding personalization to products is a staple in the decoration industry. Here is a breakdown of what each option type is and how you can add personalization fields for your customers.

 

What are the personalization option types?

 

 

1) Name (Text Field): Is intended for allowing customers to add their name to a garment but can also be used to collect custom information.

 

2) Number (Text Field): Is intended for allowing customers to add a number to a garment.

 

3) Group (Drop Down List): This options provides the customer with a drop down menu of options that are pre-determined by the dealer. Ex: Rosters or Coaches, Corporate floors or departments, etc.

 

4) Exclusive Group (Drop Down List): Provides the customer with a drop down menu of options pre-determined by the dealer, however, once the option is selected by a customer and added to their cart, that option will disappear from other customers. This is a great way to give your customers a chance to select their jersey number without fear of someone else selecting the same number twice.

How do you add personalization options to a process?

 

1) Select Processes from the Left-Hand menu

 

2) Select edit Pencil button for the process you wish to add the personalization to

 

3) Select the Plus button next to Options

 

4) Choose one of the following:

  • If you have already created this option for a previous process, select Existing Option and choose it from the drop-down menu.
  • If this is a new option, select New Option and choose the option type that fits your needs (Name, Number, Group, or Exclusive Group).

 

5) Give the option a title

 

6) Select Accept

 

7) Complete all required fields to save the option:

  • Pricing: Enter the additional cost charged to the customer for this personalization option, if applicable.
  • Requirement: Set whether this option is required or optional for the customer to complete at checkout.
  • Ecom Display: Choose how and where this option will appear on the product page in your online store.

 

8) Once you are done, click Save on the top right-hand side of your screen.

 

9) Repeat steps 3–8 for each additional personalization option you want to add.