Product Personalization allows administrators to collect custom information from customers when purchasing specific products.
A Product Personalization is a reusable group of customization fields that can be assigned to one or more products. These fields are displayed on the product page and allow customers to provide information required to produce or customize the item.
This feature is commonly used for products such as:
- Business Cards
- Name Badges
- Uniforms
- Engraved Products
- Promotional Items
- Personalized Gifts
To view the Product Personalization settings, navigate to Settings → Product Personalization.
Creating a Product Personalization
To create a new Product Personalization, click the Add Product Personalization button.
General Information
In the General Information section, enter a title for the personalization.
The title is used to identify the personalization within the administration portal and can be reused across multiple products.
You can also configure an optional personalization charge.
This charge is added to the product price whenever the personalization is used.
The charge can be configured as either:
- A fixed dollar amount
- A percentage of the selected product variant price
Personalization Pricing Examples
Flat Dollar Amount ($)
Product Price: $25.00
Price Modifier: 10
Final Price: $35.00
Percentage Of The Order (%)
Product Variant Price: $40.00
Price Modifier: 10
Final Price: $44.00
The personalization charge is applied once per personalized product and is not calculated separately for each personalization field.
If a customer purchases multiple quantities of a personalized product, the personalization charge is applied to each item.
Adding Personalization Fields
After entering the general information, click Add Personalization to create your first field.
Each personalization field contains the following settings:
Label
The Label identifies the information being requested from the customer.
Examples
- Full Name
- Phone Number
- Employee ID
- Jersey Number
- Engraving Text
Maximum Number of Characters
Determines the maximum number of characters that can be entered into the field.
Customers cannot enter additional characters once the limit has been reached.
Default Text
Defines the initial value displayed in the field when the product page loads.
Customers can modify or replace this value before adding the product to their cart.
Required
Determines whether the field must be completed before the product can be added to the cart.
When enabled, customers must provide a value for the field.
If a required field is left blank, the field will be highlighted and the product cannot be added to the cart until the required information is entered.
Adding Additional Fields
To add more fields to the personalization, click the Add Personalization button located at the bottom of the existing field list.
Fields are displayed to customers in the same order in which they are created.
Continue adding fields until all required customization information has been captured.
Example
A Name Badge Personalization may contain:
- First Name
- Last Name
- Job Title
These fields will appear to customers in the same order listed above.
Assigning a Personalization to a Product
Once a personalization has been created, it can be assigned to products throughout the catalog.
A personalization can be reused across multiple products, making it easy to maintain consistent customization requirements across similar items.
To assign a personalization to a product, open the product edit screen and locate the Product Personalization section.
Enable the Product Personalization feature and click Add Personalization.
A modal window will appear allowing you to select an existing personalization.
Choose the desired personalization and click Add Personalization.
Once selected, save the product by clicking Save Changes in the upper-right corner of the page.
Personalization Limits
Each product can have only one Product Personalization assigned at a time.
However, the same personalization can be reused across as many products as needed.
Customer Experience
After a personalization has been assigned to a product, the personalization fields appear on the product page directly above the Add to Cart button.
Customers must complete any required fields before adding the product to their cart.
If a required field is left blank, the field will be highlighted and the product cannot be added to the cart until all required information has been provided.
After Purchase
The personalization information entered by the customer is stored with the order and is available throughout the fulfillment process.
Personalization data can be viewed:
- In Order Details
- Within the Administration Portal
- Through supported integrations
Depending on your integrations, personalization data may also be transmitted to connected systems such as:
- Syncore
- NetSuite
- Order Desk
Editing Personalizations
Once a personalized product has been added to the cart, the personalization values cannot be edited directly from the cart.
To make changes, the customer must:
- Remove the item from the cart.
- Return to the product page.
- Enter the updated personalization information.
- Add the product to the cart again.
That's everything you need to know about Product Personalization. In the next article, we will go over adding Custom Data to your checkout.