Step 1: Customer Information
The customer provides their name and email address, establishing the information needed to create and identify the project.
Step 2: Board Configuration
Customers choose whether they want the same design on both boards or a different design on each.
Step 3: Artwork Uploads
Customers can upload the source material needed by the designer, including photos, logos, artwork, and inspiration images.
Step 4: Design Details
Customers provide creative direction, including descriptions, text, colors, special instructions, and other ideas for the finished design.
Step 5: Review & Submit
Before submitting, customers review their project information and confirm the details.
Progress indicators, validation, Previous and Next navigation, a review screen, and a mobile-responsive interface make a potentially complicated ordering process easier to understand.
The traditional quantity selector and Add to Cart button were intentionally removed.
Instead, customers complete the requirements for their project and select:
Save Design & Add to Cart
That distinction matters.
We didn't force the Custom Bag Boards business model into Shopify's default buying experience. We changed the buying experience to fit the business.
One Customer Action Starts the Entire Workflow
The most important part of the project happens behind the scenes.
When a customer submits the Design Studio, that single action initiates an automated workflow connecting Shopify, cloud storage, project tracking, email, AI-assisted proof generation, and the Shopify cart.
The system validates the submission and generates a unique sequential Design ID, such as:
CBB-10013
From there, the workflow creates the project structure, stores the customer's uploaded artwork, creates a tracking record, sends customer and internal communications, and processes the request through an AI connection that can generate an initial image proof or visual concept.
The Design ID is then returned to Shopify, and the configured product can be added to the customer's cart.
The customer doesn't need to understand any of that technology.
They submit their design once.
The system handles the work of turning that submission into an organized project and, where appropriate, an initial visual proof.
AI-Assisted Design Proofs From Incoming Requests
Custom design requests often contain a combination of written instructions, uploaded images, logos, colors, and inspiration.
We built an AI connection that can use those incoming project details to generate image proofs and visual concepts. The process uses OpenAI technology to help translate a customer's creative direction into an early representation of the requested design.
These AI-generated proofs are intended to support the design workflow, not replace professional design judgment.
They can help the team visualize a direction, communicate an initial concept, and move more efficiently from customer request to design development. The professional design process remains responsible for refining the concept, confirming details, preparing production-ready artwork, and ensuring the final design meets the requirements of the product.
This creates a more responsive workflow while preserving the human expertise that makes the finished product successful.