Custom templates

Save your own setups as reusable templates, and manage, duplicate, import, and export them.

A custom template is a template you create. After you build a setup that works, save it so your next product family starts from that setup rather than from an empty option set.

Two ways to create one

Route	Use when
Save as Template from an existing option set	You have already built something that works. This is the usual route
Create template from scratch	You want a reusable block that was never a live option set — a standard gift-options group, say

Save an option set as a template

1

Select the option sets

On the Option Sets list, select one or more rows. You can also do this from the builder's more-actions menu.

2

Choose Save as Template

From the bulk action menu on the list, or the builder's more-actions menu.

3

Find it under Custom Templates

Templates > Custom Templates.

Your saved templates are listed under the Custom Templates tab.

Create one from scratch

Templates > Create template. The builder opens in template mode.

Template mode differs from an option set in one way: there is no Setup flow, and no product, customer, or country rules. A template has no targeting, because it is never displayed on your storefront. It only has options. The left rail shows Elements instead.

Template mode has no Setup flow, because a template has no targeting.

Using a custom template

There are two methods, and they produce different results.

Route	Result
Use template from the Templates page	Creates a whole new option set from it
Add template in the builder's add picker	Inserts its options into the option set you are already building

The second method is more useful once you have several templates. Inserting a standard "gift options" template into five option sets keeps those product families consistent, and you only build it once.

When you insert a template, names that match existing options are renumbered automatically, and conditional logic inside the template is updated so it continues to work. Check the names afterwards and set readable values.

Managing them

The Custom Templates tab lists your templates, in the same format as the option sets list.

Action	What it does
Search and sort	By name, or by date created
Open	Edit the template's options
Duplicate templates	Copy one or more
Delete templates	Permanently remove them. Confirmed first
Import and export	Move templates between stores

Each row lists the option types the template contains, so you do not have to open it.

Deleting a template does not affect option sets created from it. An option set created from a template is independent and is not linked to it.

A useful set of templates

Three templates cover most of what a personalization store reuses:

Template	Contains
Gift options	A gift-wrap switch, a gift message textarea with a conditional rule, and a recipient email
Engraving block	An engraving text field with your limits and input rules, a font picker with your fonts, and a position choice
Delivery preferences	A date picker with your lead time and blocked days, plus a delivery notes field

Insert the template you need into each new option set. Your wording, limits, and fonts then stay consistent across the store.

Notes

• Custom templates may not be available on all plans. See Compare plans.

• A template has no product, customer, or country rules — only options.

• Add-on products used by a template's options work in the same way as elsewhere. An existing-product link points at the same product, and a generated product is shared. See Add-on pricing.

• Templates are imported and exported separately from option sets. See Import and export.