How do I create and manage product presets?

Product presets help you save time by applying preconfigured settings to new products. They ensure consistency across your catalog and reduce manual setup.

Where to find product presets

1. Click "Settings" at the bottom of your left menu
2. Click "Marketing Shop" and then "Product presets"

Managing existing presets

The product presets page shows an overview of all presets in a table with the following columns:

• Name of the preset

• Modules that are included in the preset, such as Files, Price, or Stock

• Only visible to me, which indicates, if the preset is personal or shared

• Last Edited date

• Actions for Edit, Duplicate, or Delete

Creating a new product preset

1. Click "New product preset" in the top right.

2. Enter a name for your preset.

3. Choose if the preset is Only visible to me or available to all administrators.

4. Select the modules you want to include.

5. Click "Save" to create the preset.

Available modules

Required module

• General Settings
  This module is essential for all products. It includes basic details such as product name, description and content.

Optional modules

Choose optional modules to build the exact structure you need for your products.

• Template
  Link the product to a template ID and adjust template settings.

• Files
  Allow single or multiple file attachments for downloadable items.

• Price
  Set product pricing or add tier pricing for volume discounts.

• Stock
  Enable stock tracking for inventory management.

• Permissions
  Authorize access for specific users or locations.

• Workflow
  Connect workflows for automated approval or processing.

• Campaigns
  Link products to Campaigns and configure DNA for default orders.

• Delivery
  Set delivery options, estimated times and shipping details.

• Distribution
  Define minimum order quantities and availability dates.

• API
  Enable API communication with suppliers.

• Locations
  Allow users to select a location before ordering.

• Reservation
  Activate reservation settings for limited availability products.

• Socials
  Add social sharing options.

• Form Builder
  Collect additional information needed for customized orders.

• Internal Comment
  Add comments for administrators that appear only in exports.

Best practices

• Use presets for frequently created product types to speed up setup.

• Choose clear, descriptive preset names, so your team understands their purpose.

• Use personal visibility for testing and organization-wide visibility for finalized presets.

• Review presets regularly to ensure they match your product strategy.