Pre-designed templates

Twenty complete option sets for common product types, ready to copy and adapt.

Twenty option sets built for common product types. They include the fields, values, and layout, but not the live preview.

For setups that include the live preview, see Personalizer templates.

The twenty

Template	Template	Template
Glasses	Framed Poster	Necklace
Keychain	Phone Case	Pendant
Bracelet	Cupcake Variety Box	Ring
Mug	Name Tag	No Pull Dog Harness
Balloon Set	Composition Set	Jersey
Burger	Toy Cars	Candy Box
Gift Box	Chocolate Box

Using one

1

Look at the demo

Each template includes a demo, so you can see the finished form on a storefront before you use it.

2

Select Use template

A new option set is created from the template, and the builder opens.

3

Rename it

Name the option set after your products, not after the template.

4

Go through every option

Templates contain example values. Check and update the following:

• Label and Name on each option. The Name appears on your orders.

• Option values, so they match what you actually offer

• Character limits and min and max values

• Prices, which are either examples or not set

5

Assign it to your products

Set a rule on Assign products. A template has no rule. See Assign to products.

6

Save, activate, and test

Set the status to Active, confirm Online Store is ticked, then use View in Store.

Choosing one to start from

Select a template by the structure of the form rather than by the product name. For example, if you sell engraved hip flasks, the closest template is not the one named after a flask. It is the one with a short engraving field and a font choice, probably Keychain or Pendant.

Your form needs	Start from
A short engraving plus a font	Keychain, Pendant, Bracelet
A name and a number	Jersey
Pick-and-mix contents from a list	Cupcake Variety Box, Candy Box, Chocolate Box
Build-your-own from components	Burger, Composition Set
Size and color with swatches	Glasses, No Pull Dog Harness
An uploaded image on a product	Phone Case, Framed Poster
Gift wrapping and a message	Gift Box

What to check before going live

Check	Why
Every option's Name	It appears on your orders. Template names are generic
Every price	Template prices are examples, if they exist at all
Character limits	They reflect the template's example product, not yours
Conditional logic rules	They work, but check they describe your process
The product rule	Templates arrive unassigned
Status	Templates arrive as Draft

Notes

• Using a template does not modify it.

• Templates may not be available on all plans.

• After adapting a template, save your version as a custom template, so your next product starts from it.

• A template's options can also be inserted into an existing option set, using Add template in the builder.