Overview

Ready-made option sets from us, and reusable ones you save yourself.

A template is a saved option set you can copy. Use it to avoid rebuilding the same structure for every product family, and to see how a complete setup is configured.

Templates in the app menu contains three tabs.

Pre-designed Templates

Start from one of twenty ready-made option sets for common product types.

Personalizer templates

Start from a setup that already has the live preview configured.

Custom Templates

Templates you create, or save from an existing option set.

Templates has three tabs: pre-designed, personalizer, and your own.

Template or option set?

	Option set	Template
Appears on your storefront	Yes, when active and assigned	No, ever
Has product, customer, and country rules	Yes	No
Purpose	The live form customers use	A starting point to copy
Where it lives	Option Sets	Templates

A template is never displayed on your storefront. Using one creates a new option set, and that option set goes live.

When to use a template

Situation	Do this
You are new to the app and want to see a real setup	Use a pre-designed template and take it apart
You sell something the library covers	Use that template and adapt it
You have built a setup you will repeat for other product families	Save it as a custom template
You want the same structure twice with different targeting	Duplicate the option set — quicker than going via a template
You want to insert a group of options into a set you are already building	Use Add template in the builder's add picker

Inserting a template into an existing option set

You do not have to start from a template. While building, the add picker has an Option Templates tab and an Add template action, which inserts a saved group of options into the current option set.

Names that match existing options are renumbered automatically, and conditional logic inside the template is updated so it continues to work.

See Build your options.

Add template inserts a saved group of options into the option set you are building.

Notes

• Templates may not be available on all plans. See Compare plans.

• Using a template does not modify the original. You can reuse the same template as often as you need.

• A new option set created from a template is Draft and has no product rule, so it is not displayed on your storefront until you set both.

• Custom templates can be imported and exported, separately from option sets.