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Personalization • Updated 30 days ago

Automatically Personalizing Products

Creating Products Personalization Customer Service Quick Guide
Correct Product Setup

1. IMPORTANT: 
Make sure you do not have a print file uploaded in your product.

2. Click "Add Template"


Template Setup

3. Click Upload to upload your non-personalized design file.

4. Upload your file. Make sure none of the personalization from your design file is on this file.

5. Click the uploaded file to place it on the template.

6. Size the design on the template grid and rename the layer (optional).

7. Click the 3 dots next to the layer name to lock the layer in place. This is helpful when adding text layers.

8. Click the Text icon to add a text layer.

9. Click the text style you want.

10. Position the text layer as you want it. Click the font box to change the font.

11. Choose your font from the system fonts or from a font you've uploaded.

12. Add personalized text to test the placement in the grid. When you have it where you want it, change the layer name (optional).

13. Repeat Steps 8-12 for each additional layer you want personalized.

14. IMPORTANT:
Hide or delete the guide layer so it doesn't show up on the printed product.

15. Save the template.

16. Once the ornament shows as Saved, click the back arrow to return to the product.


Turning On Personalization

17. Click Template Layers to turn on those layers you want to automatically populate with each order.

18. Click the toggle button to turn on each layer you want personalized.

19. Choose a data type for each layer.


When You Get a Personalized Order

20. When you get an order, the personalization will automatically update in the order card with the information the customer entered. You'll see this in the Render section.

21. Click the Eyeball icon to expand the file and make sure the personalization looks correct.

22. If everything looks correct, close the Print File window.

23. Approve the order to send it into production.


Editing Automatic Personalization

Tip: Use this steps if you need to make changes to a file after it's been created from the personalization template in your product.

24. Click the Edit Render button.

25. Make your updates and click Save.

26. Delete the old print file.

27. Click the Re-render button to regenerate the personalized image with the changes you made.

28. Click Confirm.

29. Click the Eyeball icon to expand the new file and make sure the personalization looks correct.

30. If everything looks correct, close the Print File window.

31. Approve the order to send it into production.

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