Product customization options let you offer branded extras — like custom logo cards, engraving, or monogramming — alongside your primary products in a corporate storefront.
Configuring these features helps you deliver a more tailored gifting experience while maintaining control over pricing, fulfillment, and which extras appear for which buyers.
Before you begin, keep these requirements in mind:
Your fulfillment team should have a clear internal process for handling uploaded files and custom requests before you go live.
Each product supports one customization field. If you need multiple customization options, configure them on separate products.
Configuring Image and Logo Uploads
Zest supports customer-facing file upload fields so buyers can submit a custom logo or image for fulfillment. When a file is uploaded, Zest hosts it and passes a download link as a line item property on the Shopify order.
Important: Supported file types: JPG, JPEG, PNG, and SVG. PDF and WEBP are not currently supported. Only one file can be uploaded per customization field, with a maximum file size of 2MB.
How to set up an image upload field
In the Zest Partners portal, navigate to the Products tab.
For any product customizable with images or logos, click the corresponding kebab menu (three stacked dots) and click Edit product customization.
Under Customization Type, select Image Upload.
Give this customization a name, like "Brand logo."
If customization is required, select the checkbox beside This customization is required for this product.
Provide a description, such as upload prompt text. For example, "Please upload a high-resolution logo in PNG or SVG format."
Select the accepted file types you want to allow (JPG, JPEG, PNG, SVG).
Click Save.
Keep in mind that Zest does not automatically place the uploaded logo on the product. Your fulfillment team is responsible for downloading the file and applying it using your internal process.
Adding Text Customization Fields
Text fields let customers submit personalization details like engraving copy or monogram initials directly in their checkout experience.
How to add a text customization field
In the Zest Partners portal, navigate to the Products tab.
For the product you want to customize, click the corresponding kebab menu (three stacked dots) and click Edit product customization.
Under Customization Type, select Text Input.
Give this customization a name, like "Custom engraving."
If customization is required, select the checkbox beside This customization is required for this product.
Provide a description for the customer. For example, "Engraving Text," "Handwritten message," or "Monogram Initials."
Set minimum and maximum character limits for the text input.
Click Save.
The text entered by the customer is passed to Shopify as a line item property.
Note: Restricting input to letters only (excluding numbers or symbols) is not currently available.
Accessing Uploaded Files After an Order Is Placed
Uploaded files are accessible in two places once an order is submitted:
In the Zest order details, the customization name appears alongside a "View" link that opens the uploaded file in a new tab.
In the Shopify order, the download link appears as a line item property directly beneath the custom product line item.
It's strongly recommended that you create an internal SOP with screenshots showing exactly where the download link appears so your fulfillment team can locate it quickly. You can also set up a Shopify Flow with tags to notify your team when an order includes customizations.
Setting Minimum Order Quantities and Lead Times
You can configure minimum order quantities and lead times for any product variant. From the Products tab, click the kebab menu for a product and select Manage variant settings to set these values per variant. For example, you might require a minimum of 25 units for a custom logo product or set a 7-day lead time for engraved items.
Need help setting up lead times and minimum order quantities? Watch this video for instructions.
Known Limitations
There are several customization scenarios Zest does not currently support in self-service storefronts:
One customization per product: The customization editor supports configuring a single customization field per product. To offer multiple customization options, use separate products.
Per-recipient personalization: Different custom text per recipient cannot be collected in the storefront UX. The recommended workaround is to collect the personalization intent at checkout and send a follow-up spreadsheet to gather per-recipient details after purchase.
Live product previews: Zest does not offer a mockup tool. Include messaging in your storefront that a proof will be sent for approval before fulfillment, then handle that process via email.
Complex configurators: Build-your-own-box experiences or multi-step interactive customization flows should be handled through Concierge rather than self-service storefronts.