Why templates matter
Customers who start from a template convert at two to three times the rate of customers who start from a blank canvas. The "blank canvas problem" is the single biggest drop-off point in personalization flows.
Plan the library before you build it
For a new template library, plan: how many product categories, how many styles per category, what tags you'll use for filtering. Common tags: modern, classic, minimal, photo-heavy, text-heavy, plus industry tags (real estate, restaurant, photographer, healthcare).
Aim for 8-15 templates per product to start. Too few and customers don't find their style; too many and the picker is overwhelming.
Create a template
Open the designer in admin mode. Build a complete design — typography, imagery, colors. Save as Template. Add a name, description, and tags.
Set the editable regions: which parts of the template the customer can edit, which parts are locked. For a business card, typical editable regions are name, title, phone, and email; logo placement and color palette stay locked.
Brand-kit templates
For B2B clients, create templates inside a brand kit. Open Settings → Brand Kits → Create. Configure approved fonts, colors, and logo. Build templates inside the kit; templates inherit the kit's constraints.
Customers who log in as part of the brand-kit team only see templates from their kit. The customer browses approved options; you don't get off-brand orders.
Tagging and filtering
Tags drive the filter UI. Apply 2-5 tags per template. The library UI surfaces the most common tags as filter chips and the rest in a "More filters" dropdown.
Keep tag naming consistent — "minimal" not "Minimal" not "minimalist". The filter UI is case-insensitive but inconsistent tag names fragment the filter.