Setting Up Personalization

Setting Up Personalization

Overview

Personalization is available as an optional feature in every calculator. Open Calculator Editor → Personalization (Step 4) and you'll see a three-panel workspace: Layers (left), Preview (center), and Layer Settings (right). Start by choosing your base image, then add layers for each option you want to personalize.

Steps

  1. Open Calculator Editor → Personalization (Step 4)

  2. Toggle Enable personalization to On The personalization workspace appears with three panels.

  3. Set the base image

    • Click the Preview panel
    • Choose Use Shopify product image (default) to use the product's main image, or Use custom image to upload your own background
    • The preview updates
    • Under Where to show the live preview on the product page, pick how the storefront overlay behaves on the theme gallery (see Where to show the live preview below)
  4. Add your first layer

    • Click Add layer in the Layers panel
    • Select which Option drives this layer (e.g., a Color swatch, Text box, or File upload)
    • Choose the layer Kind: Image (overlay image), Text (overlay text), or Background swap (replace entire image)
    • Click Create layer
  5. Position and size the layer

    • The layer appears in the Layers list
    • Click it to select it (the right panel shows Layer Settings)
    • Enter Position (X, Y in pixels) and Size (width, height) or click Edit on canvas to drag and resize in the preview
    • For text, set Rotation and Arc curvature if needed
  6. Set what customers can adjust

    • In the Layer Settings panel, toggle Change position, Change size, and Rotate on or off
    • These control what customers can do on the storefront
  7. Save and publish

    • Click Save to save your calculator
    • Click Publish to make personalization live

Details

Adding more layers — Repeat steps 4–6 for each option you want to personalize. Layers stack in the order they appear in the list—move them up or down to control which sits on top.

Layer naming — Each layer shows a number badge (1, 2, 3). You can also give layers custom names in Layer Settings for easier tracking.

Text layer defaults — For text layers, set Default text (what shows if the customer hasn't entered text) and Placeholder (hint text in the input field).

Image layer images — For image layers, choose Image behavior: Single image (all option values use the same image) or Per-value image (each value has its own image for this layer).

Image shapes — For image layers, choose Image shape: Square (no mask), Circle, Oval, or Custom (upload a mask image).

Multi-select options — For options that allow multiple selections (checkboxes, file uploads, multi-swatches), choose Multi-select mode: Slots (filled in order) or Per value (each value has a fixed spot). See Multi-Select Options for details.

Linked options (text layers only) — Link a text layer's font family, color, or size to other options:

  • Font family → Font picker option
  • Font color → Color picker or Color swatch option
  • Font size → Number input or Slider option

When linked, the text uses those options' initial values when the page loads.

These options apply when the app successfully mounts the personalization overlay on your theme’s main product image area (integrated mode). If the theme cannot be matched, the calculator falls back to a built-in preview above the options; in that case gallery scope does not apply—the preview always shows there.

  • All product images — The overlay appears on every image in the main product gallery as customers swipe through slides.

  • Variant featured image only — The overlay appears only while the image currently showing is the selected variant’s featured image (the hero image Shopify assigns to that variant). If the customer swipes to another product image, the overlay hides until they return to that variant’s featured shot.

  • All featured variant images — The overlay appears on any gallery slide whose image matches some variant’s featured image for this product, even if a different variant is selected. It stays hidden on images that are not any variant’s featured image (for example a generic lifestyle image attached only to the product). This mode assumes each variant has one canonical featured image.

  • Specific product image — The overlay appears only when the visible slide matches the media you configure: either a zero-based media index (0 = first image in Shopify’s product media order as embedded in the storefront JSON) or a media id (numeric id or Shopify GID string matching the product JSON). Use your browser’s dev tools on a live product page if you need to confirm ids or order.

Proof images at checkout — For scopes other than “All product images,” the flattened proof image used at add-to-cart prefers the selected variant’s featured image (or your configured specific media) as the base so the proof aligns with the variant being purchased, even if the customer had another gallery slide visible.

Shopify-synced image swatches — When a personalization layer is linked to an Image swatch that uses Image source → Shopify product variants, choosing a swatch can update the selected product variant (when Sync selection to Shopify variant is on in Options & Pricing). That keeps the gallery, price, and Variant featured image only preview scope aligned with the swatch the customer picked. See Option Basic Settings.

Theme integration

Mode (under Theme integration in Step 4):

  • Auto (recommended) — The app tries to attach the live preview to your theme’s product gallery. If no suitable container is found, it uses the built-in preview in the calculator block so personalization still works.

  • Force integrated overlay — Always tries the theme gallery first using the same detection logic as Auto. If binding still fails, it falls back to the built-in preview. Behavior matches Auto when the gallery is found; this mode is mainly for troubleshooting and diagnostics.

  • Force standalone preview — Always uses the built-in preview in the calculator column and never mounts on the theme gallery. Use for unusual layouts, when you do not want the overlay on product photos, or while debugging theme conflicts.

Custom theme selectors (optional) — One CSS selector per line. Each line is appended to an internal list of common gallery selectors (Dawn, Horizon, and many other themes). The first selector that matches a visible element on the product page becomes the gallery wrapper where the overlay is mounted (the region that contains the slideshow, not a lone img unless that is truly the stable root).

How to find a selector:

  1. Open a product page on your storefront (published theme).
  2. Right-click the main product image area → Inspect.
  3. In the DOM tree, move up to a parent that wraps the gallery/slideshow (often media-gallery, .product__media-list, or an element with a data-* attribute).
  4. Prefer a selector that is stable across small theme updates (class + section scope, or a data-product-* hook). Avoid overly broad selectors such as main img, which can match the wrong image.
  5. In Chrome you can use Copy → Copy selector for a long path; shorter class-based selectors are often easier to maintain if they stay unique on the product template.
  6. Save the calculator, reload the product page, and confirm the overlay tracks the correct area.

Bad selectors do not break your theme; at worst the overlay fails to bind and Auto or force-integrated mode falls back to the standalone preview.

Examples

Mug engraving — Base image is a mug. Add a text layer for customer input, link it to a Font picker and Number input for size. Customers see their text on the mug preview in their chosen font and size.

Custom apparel — Base image is a shirt. Add an Image swatch with Image source → Shopify product variants for Color so each variant's featured photo drives the preview. Add another image layer linked to a File upload so customers can add their own logo.

Pizza builder — Base image is a pizza. Add an image layer linked to a Checkbox group for toppings. Use Slots mode with 4 slots. As customers check boxes, toppings appear in order on the pizza.

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