Key Concepts & Vocabulary

Personalization Groups use a specific vocabulary. Learning these terms will prevent confusion throughout the workflow.

Term	Definition
Personalization Group	A set of slots managed together as one personalization program. Large groups can include 80+ slots and 15+ package selections.
Slot / Placeholder	A slot in the design package that needs to be filled with a product. Placeholders are created by the Estimation team in the takeoff manager. Designers do not create placeholders — they fill them.
Selection	The material or product a buyer chooses for a slot during Checkout.
Package	A coordinated set of materials covering multiple slots at once, such as an appliance package.
Item Type	The product category on a slot. Slots sharing an Item Type can be grouped together in the interface.
Interior Scheme	The named interior design aesthetic a buyer selects during checkout. Represents a complete, cohesive set of interior finish selections.
Spec Level	A tier of specification (e.g., deluxe vs. premium vs. premium +). Standardized.
No Product	An intentionally empty configuration, available on Package Options and on Single Options at the Slot or Placeholder level.

Choosing an Option Type

Choose the option type before assigning any products. It determines how a buyer's selection propagates across slots, and changing it later means reworking assignments.

Type	When to Use / Example
Single Product Option	Each slot receives its own independent selection. Slots may have different materials assigned depending on what the buyer chooses. Use when personalization applies to one placeholder at a time.
Linked Product Option	All slots in the group share the same selection. The buyer picks one material and it applies across every slot. Example: hardwood flooring, where every flooring slot should update together.
Package Option	Coordinated sets of materials covering multiple slots simultaneously, across different Item Types. Example: an appliance package (range, refrigerator, dishwasher).

CAUTION

Linked Options cannot contain an empty product slot. If any slot in the group might legitimately have nothing assigned, a Linked Option is the wrong type

Navigating Large Groups

The layout of personalization groups is built to keep you oriented when a group is too large to hold in view.

Reading the Grid Layout

Grid-style layout — slot names, features, and package names stay visible while you navigate.
Compact thumbnails — smaller material thumbnails fit more of the dataset on screen at once.
Sticky headers — column context stays in place while you scroll through long groups.

Grouping Slots by Item Type

Group slots of the same Item Type to simplify bulk selections, maintain consistency, and reduce visual clutter. Use the link 🔗 log to group and ungroup slots

Identify slots sharing an Item Type — grouping is available only within a single Item Type.
Group the slots — they collapse into a single row you can act on together.
Leave ungrouped anything that benefits from individual treatment — you are not required to group all slots it types

TIP

Grouping is optional and partial. Earlier behavior required grouping all slots at once; you can now group selectively, so group only the item type where it genuinely reduces clutter.

Building and Managing Package Options

Duplicating a Package

When two packages share most of their materials, start from a copy rather than building from scratch. Duplicating carries every slot assignment over automatically.

Open the package you want to use as the source — confirm its assignments are current before copying.
Duplicate the package — every slot assignment carries over.
Rename the new package — use naming consistent with the rest of the group.
Edit only the materials that differ — for example, moving a package from Standard to Premium.
Spot-check the slots that should have changed — confirm the differences actually took, and that carried-over materials are still correct.

TIP

Duplication pays off most when packages overlap heavily. If two packages share only a handful of materials, building fresh may be faster than auditing what carried over.

Filtering Package Options

Filters narrow the available options so you can find the right product without scrolling the full catalog.

Scheme, Spec Level & Brand — filter by interior scheme, specification level, and brand to refine your selection.

Adding "No Product"

Use "No Product" when an empty configuration is a valid outcome for the buyer rather than an oversight.

Package Options — "No Product" can be added to allow empty configurations.
Single Options — can be updated on the Slot or Placeholder.
Linked Options — an empty product slot cannot be added

Controlling the Checkout Experience

Defining Slot Order

Slot order controls the sequence buyers encounter slots in at Checkout.

Open the details screen for the option — re-ordering is handled here rather than on the main canvas, which preserves working space when managing package options.
Set the order numerically — the intuitive numerical re-ordering experience is unchanged.
Review the resulting sequence — confirm it reads logically from a buyer's perspective, not just a designer's.

Ordering Package Options

Package order controls which options a buyer sees first, which shapes the visual hierarchy of the selection process.

Locate the number slots on the right — these dictate display priority.
Number the options in the order they should appear — the option you most want surfaced goes first.
Confirm in Checkout — verify the hierarchy reads the way you intended.

Deleting a Personalization Group

If you made a mistake or need to change the type of your personalization group then any personalization group can be deleted or de-activated by navigating to the 3 dots at the top right and selecting "View Personalization Groups"

Once you are in the Personalization Groups you can simply click the trash can to delete

Personalization Options in Design Packages