The Quick Editor, or form-based Editor, streamlines how you let customers personalize products. This feature limits editing options to only essential fields, keeping your design consistent while making it easy for buyers to fill in their details.

Creating a Template for Quick Edit

Step 1: Go to Templates then click Add New Template.

Step 2: Assign a store, enter a template name, pick a category, and use the same personalization profile as the product. Match the page count and dimensions to your product settings.

Step 3: Click Submit to create the template.

Step 4: Click Design to open a blank canvas and lay out your artwork and text.

Step 5: Add elements to the template—like a background, artwork, and any editable text fields (e.g., full name, email, phone number).

Step 6: Set up each text field. Click the settings icon on the text, add a label (e.g., "full name"), and choose if it's required or can be edited via Quick Edit.

• Disabled for Quick Edit means the customer can't change that field in Quick Edit.

Step 7: Use the text icon to insert smart text. Type your example (e.g., "Anna Jones") and position it next to the label.

Step 8: Enable Quick Edit for the fields you want customers to edit. Choose the text format (like text, email address, or phone number). Set what editing actions are allowed (usually just changing the content, not moving/resizing).

Step 9: Configure email and phone number fields for Quick Edit, requiring the correct format for each. Only valid entries (like a real email or proper digits) are accepted.

Step 10: Hide labels and values when the field is empty (Suppress). In the settings, choose which label/text should vanish if the field isn’t filled out.

Step 11: Avoid empty spaces by enabling Replace: if one field (like email) is empty, let the next field move up and fill the gap.

Step 12: Click Save when your template is ready.

Quick Edit makes product personalization simple and secure. Buyers can safely add their details while your design stays protected. If you have any questions, we're here to help. Thank you!