Change the instructions on the Custom Design screen

Use the Steps section to change the instructions shown on the customer-facing Custom tab. You can edit the main heading and each step’s heading and description.

How customers design and Forms are separate pages.

Use Core Setup → How customers design → Upload form or Link to a page for the explanatory steps. Use Core Setup → Forms for the form’s label, description, submit button, fields, receiver email, and after-submission action.

Change the instructions on the Custom Design screen

Open the Sign Customiser admin:
- Universal users: Go to Home in your account.
- Shopify users: In the Shopify admin, select Apps in the sidebar, then select Sign Customiser.
Select Customisers, then open the customiser you want to edit.
In the customiser sidebar, go to Core Setup → How customers design → Upload form.
- You do not have to turn on Upload form to change the steps. When you click Save on this page, customers still see the same way to get custom designs.
- The Steps card is also on Link to a page when What customers see is set to A custom design screen. The two pages use the same steps. A change on one page also changes the steps on the other page.
Scroll down to the Steps card:
- On Upload form, scroll past Forms and Button text.
- On Link to a page, scroll past Your page and Custom design screen.
Change Custom Design Header to edit the main heading above the steps.
Click a step to edit its Header and Description. To create a step, click Add Step. You can add up to six steps.
Click Save in the step window, then click Save at the bottom of the page.

If you are on the form editor

Fields such as Label, Description, Submit Button Label, Fields, and Receiver Email mean you are on Core Setup → Forms. Return to Core Setup → How customers design → Upload form to change the steps.

What can be changed?

Custom Design Header controls the heading above all the steps.
Each step’s Header controls wording such as “Submission” or “Quote”.
Each step’s Description controls the text below its heading.
Step 1, Step 2, and similar labels in the admin show each item’s position. They are automatic and do not appear on the customer-facing Custom screen.

Change the text beside the Custom Design button

The button texts are in different cards on the two pages.

On Link to a page, with A custom design screen, the Custom design screen card changes the sidebar text on the Custom tab. It has these fields:

Text above the button is the line above the button. The default is “To Submit a Custom Design, please click on the button below”.
Button text is the text on the button that opens your page. The default is “Submit Custom Design”.
Link back to the text customiser is the link that takes the shopper back to the text editor. The default is “Got a text sign? Customise now”.

The Custom design screen card with the Text above the button, Button text, and Link back to the text customiser fields.

On Link to a page, the Your page card also has Link text on phones. Customers on phones tap this text to open the custom design screen.

On Upload form, the Button text card has two fields:

Button that opens the form is the text that customers on phones tap to open the form. The default is “Got a logo? Get a quote”.
Link back to the text customiser is the link under the form that takes the shopper back to the text editor.

The Button text card with the Button that opens the form and Link back to the text customiser fields and their shared notes.

The two pages share these texts. Button that opens the form and Link text on phones are the same text. AI Sign Designer can also show this text on phones, as the button that opens the logo upload. Link back to the text customiser is the same text on the two pages. A change on one page also changes the text on the other pages.

When shoppers do not see the steps

Shoppers do not see the steps in these cases:

AI Sign Designer is on. The exception is when the theme block’s Initial Screen is set to Custom Design, and the customiser has at least one custom design form that shoppers can use. The steps then show on the opening screen, except on a phone or tablet where Initial Selection Screen is set to Show. When the shopper selects the Custom switch again, AI Sign Designer opens if the Store has AI credits. On a phone or tablet where Initial Selection Screen is set to Show, the steps can also show after a shopper selects Custom on that first screen.
Steps is not available when Link to a page uses A link to your page, so the Custom tab does not show them. The Initial Screen exception above can still show saved steps on the opening screen, except on a phone or tablet where Initial Selection Screen is set to Show.
The step list is empty.
A shopper attaches an accepted file (image, PDF or EPS) on the Custom tab. The steps hide, and the file is shown large in the preview area. The steps show again when the shopper removes the last accepted file.