The easiest way to create option sets in Customily is by letting the app do it for you! There are two ways option sets can be created automatically — no manual setup required:

• When you create a My Design

• When you link a product to a template and choose to generate the set from it

Let’s break down both methods:

Automatic Option Sets for My Designs

Whenever you create a new My Design, Customily will automatically generate an option set for it based on the personalization elements you used in the design.

You don’t have to do anything — the option set is created for you in the background, and is ready to use when you connect this design to a product.

You can always edit these auto-generated sets if you want to customize the options, labels, logic or order.

Learn how to edit an option set from a design here.

Create Options Automatically when linking a Product to a Template

When adding personalization manually to an existing listing from your store in the Store section, you’ll be asked to select a template and an option set.

After you select the template, you’ll have two choices:

• Use an existing option set

• Create a new one from the template

If you choose to Create Option set from Template, Customily will:

• Scan your template’s personalization elements

• Automatically generate the right options and link them to the appropriate template layers

This method saves you tons of setup time. And, same as with the option sets generated from designs, you can always edit these auto-generated sets if you want to customize the options, labels, logic or order. Learn how to edit option sets here.

What’s included in an automatic option set?

Automatically generated sets include:

• All the personalization options needed to match your template or design

• Pre-assigned functions, linked to the correct elements

• Pre-filled values for swatches, dropdowns, or other selectable inputs

Everything is ready to go — but fully editable afterward.

Can I edit an automatic option set?

Yes! After it's created, your option set works just like any other in your account.

You can:

• Edit existing options

• Add or remove options

• Change labels, types, functions, and values

• Apply conditional logic

• Reorder options

Want to learn more? See how to edit an option set →