Template Setup Guide – Product Options Personalizer
The Template feature in the Product Options Personalizer app allows you to create customizable product layouts for your Shopify store. Using the template editor, you can add personalization elements such as text, image uploads, and clipart, and position them directly on the product canvas.
Templates help you control how customers personalize products like T-shirts, mugs, posters, and other customizable items. They provide a structured design layout while still allowing customers to create their own unique designs.
To set up product personalization, you need to create a template, add customization elements, configure canvas controls, and choose either a blank canvas or a product image as the design base.
After adding the elements, you can position them on the canvas, configure how customers interact with them (move, resize, rotate, etc.), preview the template, and then save and assign it to a product to test the customization on your storefront.
This guideline will help you understand how to create and configure templates so customers can easily customize products on your store.
Steps:
- Open the Product Options Personalizer App: Go to Shopify Admin → Open Product Options Personalizer App → Navigate to the Templates section.

- Create a New Template: Click Create Template → Enter the Template Name (e.g., Branded T-Shirt) → Enable the Active toggle → Click Save to open the Template Editor

- Add Elements to the Template :Inside the template editor, you can add customization elements that allow customers to personalize the product.
Click + Add in the Elements panel and choose the element type.

- Text – Add a Text Element to allow customers to personalize the product with their own text (such as names or messages). You can configure label, default text, font style, font size, alignment, colors, and character limits.
- Multiline Text – Add a Multiline Text Element to allow customers to enter longer messages (such as notes or detailed instructions). You can configure label, default text, font settings, alignment, colors, and character limits.
- Image Upload – Add an Image Upload Element to allow customers to upload their own image or logo for product personalization. You can configure settings like label, cart label, default image, and maximum width/height to control the image size on the canvas.
- Clipart / Image Choice – Add a Clipart Element to allow customers to choose graphics or icons from a predefined clipart library. You can configure settings like label, default image, image sets, and maximum width/height to control how the clipart appears on the canvas.
- Canvas Controls: These options allow interaction with the label on the canvas. Depending on which options are enabled, customers can move, resize, rotate, or delete the label. If all controls are disabled, the label will remain visible but cannot be modified.
- Additional Settings – Text, Image Upload & Clipart
The following settings are available for Text, Image Upload, and Clipart elements:
• Required Field – Enable to make this field mandatory before customers can add the product to cart.
• Additional Charge – Enable to add an extra cost for this element. Enter the amount in the Price field (use 0 for no charge).
• No Preview – Enable this option to hide the element from appearing on the design canvas. For a better understanding, please refer to this guideline.
• Use for design only (not editable) – Enable to make the element visible on the canvas but prevent customers from modifying it.

- *Dropdown, Button & Checkbox : The Dropdown, Button, and Checkbox elements all share a common configuration feature called Option Sets. An Option Set defines the list of choices available to customers, along with optional pricing for each choice.
- Option Set:: A reusable group of choices (with optional pricing) assigned to any Dropdown, Button, or Checkbox element.
To assign an existing one: Go to Element Settings → Option Set → Select Option Set and pick from the dropdown.
To create a new one: Click + Create Option Set → Enter a name → Add Option labels with prices (0 for no charge) → Click + Add Row for more options → Click Create Option Set to save.

- Configure Product Side & Background: Template Editor → Click ⋮ (three-dot menu) next to Front → Select Edit Side → Enter Side Name → Choose Background Type (Product Images or Blank Canvas) → Select or upload Background Image using Change Image / Choose from Media → Click Save.

- Blank Canvas : Blank Canvas creates an empty design area without a product image. You can set the canvas width and height (pixels) and choose a background color to define the design space where customers can add text, images, or clipart.

- Product Images: Product Images use the product’s existing images as the canvas background. This helps customers see how their text, images, or clipart will appear directly on the product. You can change the background image, select one from the media library, or choose from the product’s available images to display on the canvas.

- Position Elements on the Canvas : Once an element is added → Drag it onto the canvas area → Move it to the desired position → Resize it using the corner handles → The canvas shows how the customization will appear on the product.

- Preview the Template: Click Preview in the top-right corner → Test text input, image uploads, and clipart selections → Make adjustments if necessary before saving.

- Save the Template: Click Save → Ensure the Active toggle is enabled → Assign the template to the relevant product → Customers will now be able to customize the product using this template.

Frontstore : Once the template is assigned to a product, customers will be able to personalize the product directly from the product page.

Best Practices
Follow these recommendations to create effective templates:
✔ Keep elements properly spaced on the canvas
✔ Use clear labels for customization fields
✔ Avoid overlapping design areas
✔ Always preview templates before saving
✔ Use helper text to guide customers
Need Help?
If you need help setting up translations or want assistance tailoring them for your store, feel free to contact our support team at support@setubridgeapps.comor OR
WhatsApp: +91 8511963839. We’re happy to help 😊
Updated on: 27/03/2026
Thank you!
