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Collecting custom text, files and personalization on a product: Text Box, File Upload and Custom Modifiers

How to let customers type engraving text, upload a logo or fill in personalization fields on a Shop+ product, using the Text Box, File Upload and Custom Modifiers selection types.

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Written by James Shepherd

Some products need information from the customer that is not a choice from a list: the words to engrave, the name on a cake, a logo to print. Shop+ collects these with three modifier selection types. Text Box collects typed text, File Upload collects a file, and Custom Modifiers builds a set of personalization fields.

The end result

An Engraved Travel Tumbler at $24.00. On the product page the customer can type up to 20 characters of engraving text for a $6.00 fee and can upload a logo as a .png, .jpg or .pdf file up to 10 MB.

Text Box: collect typed text

Step 1 – Create the group

In the left sidebar click Shop+, stay on Products, click the Modifiers tab and click Create. Enter the Group Name (Engraving Text) and the External Name. Set Selection Type to Text Box and tick Available Online.

Step 2 – Fill in the Text Box Settings

A Text Box group has no modifier items. Instead, the Configuration Settings card shows these settings:

  • Text Input Required: turn on if the product cannot be ordered without text.

  • Multi-line Text (Paragraph): turn on for longer messages. Leave off for a single line.

  • Placeholder Text: the hint shown in the empty box, for example "Up to 20 characters".

  • Maximum Characters and Minimum Characters: the limits on what can be typed. Set the maximum to what physically fits on the item.

  • Price Adjustment ($): the fee for the personalization.

Click Save Modifier.

Step 3 – See the result

After the group is attached to the product, the customer sees a text box with your placeholder. As they type, a counter shows the characters used out of the maximum, and the fee is shown beside the entry.

File Upload: collect a logo or artwork

Step 1 – Create the group

Click Create, name the group (Upload Your Logo), set Selection Type to File Upload and tick Available Online.

Step 2 – Fill in the File Upload Settings

  • File Upload Required: turn on if a file is needed to make the product.

  • Allow Multiple Files: turn on to accept more than one file.

  • Max File Size (MB): the largest file accepted.

  • Accepted File Types (comma separated): for example .pdf, .jpg, .png, image/*, .doc, .docx, video/*. Leave it empty to accept every file type.

Click Save Modifier.

Step 3 – See the result

The customer sees an upload area that accepts a click or a drag and drop, with the accepted file types and size limit written underneath.

Custom Modifiers: several personalization fields in one group

Set Selection Type to Custom Modifiers and the page shows the Custom Options Builder. Click Add Custom Option for each field you need. Every field has three blocks:

  • Basic details: Label, Field Type (for example Text Input), Description, Helper Text and Placeholder / Default Value.

  • Rules and pricing: Price Adjustment and a Required Field switch.

  • Layout and interaction: Lock Dimensions, Lock Position, Lock Size and Auto-shrink text to fit, which control how the field sits on the product when it is designed in the product's full-page view.

Use Duplicate to copy a field and Remove to delete one. Click Save Modifier when the fields are set.

Attaching the groups to a product

Open the product, scroll to Product Modifiers, select the groups in Select modifier groups, set the order with the Display order arrows and click Update Product. One Engraving Text group can be attached to every engravable product.

Which one to use

  • One piece of text, such as engraving, a monogram or a name on a cake: Text Box.

  • A file from the customer, such as a logo or a photo: File Upload.

  • Several fields with their own prices and placement, such as a front line and a back line on a printed shirt: Custom Modifiers.

  • A choice from a list, such as a font or thread color: an ordinary Single Choice group, placed before the text group.

Tips

  • State the character limit in the placeholder so customers know before they type.

  • Limit file types to the ones your production process can use.

  • If personalization is optional, leave the Required switch off and put the fee in Price Adjustment so only customers who personalize are charged.

Common questions

How do I let a customer enter engraving text? Create a Text Box group and attach it to the product.

How do I charge for engraving? Enter the fee in Price Adjustment ($) in the Text Box Settings.

How do I limit the number of characters? Set Maximum Characters.

How do I let a customer upload a logo? Create a File Upload group and attach it to the product.

What file types can customers upload? The ones you list in Accepted File Types. If the field is empty, all types are accepted.

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