Option sets can be created in three different ways in Customily. Two are automatic and happen while you're working on your designs or templates. The third is manual and recommended only for advanced users.
- Automatically when creating a Design
- Automatically when linking a Template to a Product
- Manually, from scratch.
Creating an option set automatically when creating a Design
When you create a design using the Design Studio, Customily automatically generates an option set based on the personalization elements in your design.
Each element that shoppers can personalize — like a text box or dynamic image — will generate a corresponding option (like a text input or swatch) in the option set. You can later customize these options as needed.
This is the most common way option sets are created. You can learn more about how automatic option sets are created from designs here.
Creating an option set automatically when linking a Template to a Product
When you manually link a template to a product, you’ll be asked to select an option set. At that point, you can either:
- Choose an existing option set, or
- Create a new one from the template
If you choose to create a new option set, Customily will automatically generate it based on the elements in the template — similar to when an option set is created from a design. Each element that shoppers can personalize on your template — like a text box or dynamic image — will generate a corresponding option (like a text input or swatch) in the option set. You can later customize these options as needed.
This is useful when you're creating products manually instead of publishing them directly from the Start Menu.
This gives you flexibility to reuse an option set or generate a fresh one tailored to the template you're linking.
You can learn more about how to create an option set automatically from a template here.
Creating an option set manually
You can also create option sets manually, without using a design or a template. This gives you full control over every option and how it behaves — but you’ll need to manually link each option to a design element.
This method is best for merchants with complex personalization needs who are familiar with how option sets work.
You can learn how to create an option set manually here.
What Happens Automatically vs Manually
When you create an Option Set automatically Customily:
Detects the design elements
Adds the best Option for each one
Assigns the proper Function
You can review and tweak these settings — for example, swapping a swatch for a dropdown, or changing a label.
When you create an Option Set manually, you’ll need to:
Add each Option yourself
Choose the correct Option Type
Assign the proper Function
This gives you full control and is ideal for advanced customizations.