The Visual Editor is where you build and configure your product customizers. This guide explains all the features and controls available in the editor.
Editor Overview
When you click “Add Options” or “Edit Options” on a product, you enter the visual editor. The editor consists of three main areas:
- Left Sidebar: Add options and manage layers
- Canvas: Preview how your customizer will look
- Right Sidebar: Configure properties for the selected option
The visual editor with left sidebar, canvas, and right sidebar.
The left sidebar has two tabs: Options and My Layers.
Options Tab
The Options tab displays all available option types organized by category:
Select (for choosing from predefined values):
- Image Swatch
- Color Swatch
- Font Swatch
- Dropdown
- Badge Group
Inputs (for customer-entered data):
- Text Input
- Text Area
- Image Upload
Presentation (for displaying information):
To add an option:
- Click on any option type to add it instantly.
- Or drag the option to the canvas.
- The new option appears on the canvas and in My Layers.
My Layers Tab
The My Layers tab shows all options you’ve added to the current customizer:
- Reorder: Drag options up or down to change their order on the product page.
- Select: Click an option to select it and edit its properties.
- Duplicate: Click the copy icon to duplicate an option.
- Delete: Click the trash icon to remove an option.
My Layers shows all your options and lets you reorder them.
Canvas
The canvas displays a preview of your customizer as it will appear on your product page.
Canvas Controls
- Zoom: Use the scroll wheel or pinch gestures to zoom in and out.
- Pan: Click and drag to move around the canvas.
- Select: Click on an option to select it for editing.
Canvas Preview
The canvas shows your options in their configured display modes (Standard or Collapsible). This gives you a visual preview of the customer experience.
The canvas preview is a representation of your customizer. The actual appearance on your store may vary slightly based on your theme styling.
When you select an option on the canvas or in My Layers, the right sidebar shows its configurable properties.
- Option Name: Shows which option you’re editing (e.g., “Color Swatch Properties”)
- Close Button: Click to deselect and return to global settings
Live Preview Badge
The Live Preview feature shows “Coming Soon” and will provide real-time preview of customer selections in a future update.
General Settings
Common settings available for most option types:
| Property | Description |
|---|
| Display type | Standard (always visible) or Collapsible (accordion) |
| Label value | The name shown to customers |
| Placeholder | Hint text for input fields |
| Required field | Whether customers must complete this option |
| Default option | Pre-selected value when the page loads |
| Help text | Additional guidance for customers (Standard mode only) |
Selection Settings
For options that support multiple selections:
| Property | Description |
|---|
| Allow multiple option values | Enable multi-select mode |
| Min selections | Minimum number of selections required |
| Max selections | Maximum number of selections allowed |
Price Settings
For options with additional pricing:
| Property | Description |
|---|
| Price | Toggle to enable additional pricing |
| Additional Price | Extra amount added to the product price |
Option Values
For swatch, dropdown, and badge options, you can manage the available choices:
- Add: Click the + button to add new values.
- Edit: Click a value to edit its name, image, color, or price.
- Reorder: Drag values to change their order.
- Copy: Duplicate a value with the copy icon.
- Delete: Remove a value with the trash icon.
Appearance Settings
Customize the visual style of your options:
| Property | Description |
|---|
| Layout | Grid, list, or other layout styles |
| Style | Bold or Subtle visual weight |
| Size | Small, Medium, or Large |
| Corner style | Rounded or sharp corners |
| Type | Outline, Fill, or Filled+Border |
| Colors | Selected outline color, fill color, etc. |
Condition Settings
Set up conditional logic to show or hide the option based on other selections:
- Toggle Condition on.
- Choose All or Any conditions must be met.
- Add conditions by selecting a field and value.
See Conditional Logic for detailed instructions.
Saving Your Work
Click the Save button in the header to save your customizer. Changes are applied immediately—there’s no separate publish step.
Next Steps
After saving your customizer:
- Click Next to proceed to app activation (first time only).
- Your customizer will appear on your product page.
Keyboard Shortcuts
| Shortcut | Action |
|---|
Scroll | Zoom in/out on canvas |
Click + Drag | Pan the canvas |
Click | Select an option |
Escape | Deselect current option |