Engraving & Monogram Personalizer documentation

1. Turn on personalization

Open Engraving Personalizer in your Shopify admin and click Turn on in Get started. The app then:

• creates a product called Personalization ($0.00, not tracked, no shipping, unpublished). It carries the add-on price at checkout. Keep it unpublished: shoppers can't open or buy it on its own;
• turns on the price at checkout (a Shopify cart transform function of the app);
• adds the checkout rule Engraving Personalizer: personalization rules (Settings → Checkout → Checkout rules).

You can check and repair all three under Settings in the app.

2. Create a personalization set

A set is what shoppers fill in, for example "Ring engraving". Click Create set. The new set starts with an engraving field you can change.

Set options

• Set name (only you see it) and the heading shoppers see, for example "Add engraving".
• Personalization is optional: shoppers tick a box to add it. Turn it off when every item must be personalized (for example name necklaces); then fields marked required must be filled, and items added without personalization (for example from a quick-add button) can't check out.
• Block offensive words: a built-in English list plus your own words (Settings).
• Show the live preview on the product photo.

Fields (up to 6 per set)

• Text field: label, placeholder, help text, maximum characters (spaces count, line breaks don't), lines (1 to 4), allowed characters (any, basic, letters only, numbers only), capital letters only, required.
• Monogram field: 1 to 3 initials, letters only, upper case. Styles: Classic (three initials: first, LAST larger in the middle, middle; typed "J A S" is engraved "J S A"), Block (in the order typed), Circle and Single letter.
• Fonts: pick one or more of Playfair Display, Cormorant Garamond, Cinzel, Montserrat, Great Vibes, Alex Brush, Pinyon Script, Dancing Script, Georgia, Times New Roman, Arial and Courier New. With more than one, shoppers choose.
• Positions: a name (Inside, Back, Lid) and where the text sits on the preview photo (center, top, bottom, upper or lower third). With more than one, shoppers choose.
• Preview look: dark or light engraving, gold, silver or black ink, and the text size.
• Add-on price (Basic and Pro): no charge, fixed price when filled, or price per character with a number of free characters. Spaces are never charged.

3. Pick the products

In the set, search for products and click Add. A product uses one set; adding it to another set moves it. On the Basic and Pro plans you can also add whole collections: all their products use the set. Products added to a collection later are picked up the next time you save the set.

4. Add the block to your theme

1. In the app, click Open theme editor (it opens a product template with the block ready to add), or go to Online Store → Themes → Customize and open a product template.
2. Add the app block Engraving personalizer to the product information section, close to the Add to cart button.
3. Save. The block shows only on products that use a set.

Block settings: live preview on or off, accent colour, corner radius.

5. What shoppers see

Shoppers fill in the fields and see the text on the product photo as they type, with a character counter and the add-on price ("Personalization: + $3.50"). Mistakes are explained next to the field, and Add to cart waits until they are fixed.

In the cart each item lists its values, for example Engraving: Forever yours · Engraving font: Great Vibes · Personalization fee: $3.50, and the line price includes the add-on. At checkout, on the order status page, in order emails and on the order in your admin the item shows the product and a separate Personalization item with the add-on price.

6. Production

Production in the app (Basic and Pro) lists the open orders of the last 7, 30 or 60 days that contain personalized items, with every value. Select orders and click Prepare production sheet, then Open printable sheet: one block per order with quantity, item, SKU, values and a check box. The link works for 10 minutes.

On an order page you can also use Print → Engraving production sheet. On Pro you can select many orders in the orders list and print one sheet for all of them.

The production sheet needs access to orders (no customer details are read). On every plan the values are on each order in Shopify and on packing slips whose template prints line item properties.

7. Checkout rules

The checkout rule checks every personalized item again: length, lines, characters, fonts, styles, positions and blocked words, and that required personalization is there. A cart edited by hand can't get past it.

8. Limits

• Subscriptions (selling plans): Shopify doesn't add the add-on price to items bought on a subscription; the values are still saved on the order.
• The live preview uses the product's main photo. Choose a clear, front-facing photo for products with a preview.
• Fonts cover Latin letters, including accented letters used in Western and Central European languages.
• Shopify allows one cart transform function per app; another app that changes the same cart line can conflict.

9. Plans

• Free: 3 personalized products, all field types, fonts, preview and the word filter. No add-on prices.
• Basic ($14/month): 50 products, add-on prices, collections, production sheet and order page printing.
• Pro ($29/month): unlimited products and printing from the orders list.

Plans are billed by Shopify. Change plan under Plan in the app.

10. Uninstalling

Uninstalling removes the price function and the checkout rule. The Personalization product and the app's settings stay in your store until you delete them (Products, and Settings → Custom data). Past orders keep their values.

Support

Write to support@kaviolabs.com. We answer every message ourselves.