How to set up Insignia

Overview

Insignia is RepSpark's logo and emblem management system that allows users to add custom logos, emblems, and branding to products during the ordering process. The setup process varies depending on your integration type. 

How it works

Insignia enables customers to select from pre-approved logos, choose placement locations, pick application methods (like embroidery or screen printing), and specify colors when adding products to their cart. The system ensures only authorized logos are available to specific customers and captures all customization details for order fulfillment.

There are three different setup approaches:

• Insignia Lite for Accelerate (Shopify) integrations
• Professional Integrations and Enterprise Integrations using flat file imports

Before you start

Make sure you have the following:

• Admin access to your RepSpark site
• Logo/emblem image files in the correct format and naming convention
• Customer-to-logo associations defined
• Placement options determined for your product categories
• Application methods identified (embroidery, screen printing, etc.)
• For Shopify integrations: Admin access to your Shopify store
• For Professional/Enterprise: FTP access for file uploads

For Accelerate (Shopify) Integrations - Insignia Lite

You'll set up each emblem as a new product on Shopify, so that Emblem data can flow to RepSpark. After  that, use the Admin Panel on the site to set up Insignia Lite. 

Step 1 - Set up emblems in Shopify

In your Shopify admin, create a new product for each emblem:

• Name the product with your emblem description
• Enter the per-logo cost in the "Price" field
• Add the emblem image as the Media Image
• Add these required tags:
  • wholesale: 4 (enter the price of the emblem)
  • RepSpark Emblem (identifies product as emblem)
  • Customer (limits logo to specific customers)

Step 2 - Configure Insignia Lite in RepSpark Admin

Navigate to Admin Panel > Insignia Setup

In the Setup section, configure:

• User roles allowed to add notes when adding emblems
• User roles allowed to upload new artwork images
• Email addresses for order notifications with Insignias. Email recipients will receive any notes entered on submitted orders.
• Optional override price for all logos (ignores Shopify pricing)

Click Save when finished.

Step 3 - Set placement options

In the Insignia Options section:

• Select placement options available for products (applies to all products)
• Use "?" option when placement will be determined after order submission
• Add finish type options (embroidery, screen printing, etc.)
• Add color options like "Tone-On-Tone" or "Club Colors"

Tip: All placement, finish, and color options will be available for all products in Insignia Lite. For more granular control, consider upgrading your subscription.

Frequently Asked Questions

How can I enable users to add new artwork?

1. Set up a New Product to correspond to a New Emblem.  For example, the Product Name can be "New Emblem", and the Image could have text that says "Artwork Needed."
2. Ensure you set up the Roles who can upload new artwork. Consider that the "New Emblem" product will be available to all users, so if you will be limiting Roles with access to upload an image, you may want to include text in your "New Emblem" image with instructions for those who can't upload a file.

Can I limit emblems, Placements, Finish Options, or Color Options to be available only to specific products or customers?

Unfortunately, Insignia Lite does not support this functionality.  If you need this option, consider upgrading your subscription.

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For Professional & Enterprise Integrations

Step 1 - Prepare flat file data

Create the following CSV files with your logo data:

CustLogoIndex File (required):

The CustLogoIndex file defines the relationship between your customer and the logo(s) they have access to. This file also allows you to specify a logo price for each logo.

Rules: 

• A customer must be associated with a logo to see the "Add Emblem" option in the Cart View. (this includes logo-to-customer or logo-to-blank/all customers associations)
• The LogoID must match the logo image file name, without the extension. (e.g. the logoid for logo image 21354-2.jpg is "21354")
• The LogoID and CustomerCode columns are required within the format of the file.  Other fields can be dropped from the file if they will not be used.

LogoPlacements File (choose one approach):

This file defines the locations a logo can be placed on a product. If all of your products have the same placement options, use this file.

Rules: 

• The "Add Emblem" option will not be available in the Cart view if there isn't at least one placement option defined.
• You must either use the LogoPlacement or LogoPlacementWithCategory file; you cannot use both to define placement options.

LogoPlacementWithCategory File 

This file allows you to restrict placement options by Product Category. (This is the CategoryCode that a product is associated with in the Products data, which is also defined as an Element Type in the Options file.) Use this file if different groups of products have different placement options.  Examples: Headwear, Tops, Bottoms

Rules

• Categories in this file must match the CategoryCode in the Products/Options files, including Proper/Upper/Lower cases on any text.

ColorOptions File 

This file allows you to define color options for selection by the user during order entry.  Examples: Tone on Tone, Club Colors, Color Coordinate. This file is not required if the selection of a color option by the user is not desired.

Rules: 

• Listed ColorOptions will be available to all users and customers, for all products and logos.
• ColorOptions cannot be limited to specific products or product categories, or customers.

Methods File 

This file allows you to present logo application methods to the user for selection, such as embroidery, screenprinting, laser etching, etc. This file is not required if you only have one application method (e.g. embroidery only) or the selection of a method by the user is not desired.

Rules: 

• Methods file options can be limited by product category, if desired.
• Method options cannot be limited to specific products or customers.

Step 2 - Load Flat File Data to FTP

Upload your completed CSV files to your designated FTP location

Step 3 - Create Insignia images

Insignia images must be named according to the naming convention in the Insignias Media Guide, and must match the Logo ID specified in the LogoCustIndex file.

Step 4 - Upload images to FTP

Upload all logo image files to your FTP location

Step 5 - Professional Services validation

The RepSpark Professional Services Project Manager will validate the data supplied by the Client to ensure accuracy and relationship with image naming/categories/customers.

Step 6 - Integration implementation

The RepSpark Developer will implement mapping to integrate your data to your site.

Step 7 - UAT testing

Once the data is available in UAT, you and your Project Manager will be responsible for reviewing it, and confirming that the "Add Emblem" workflow performs as expected.  You will also submit at least one test order, to test the integration of the data with your system.

Step 8 - Load production flat file data

Once testing is successfully concluded in UAT, you will need to load your production data to FTP.

Step 11 - Configure Admin Panel settings

Navigate to Admin Panel > Insignia Setup

Configure the same settings as Insignia Lite:

• User role permissions for notes and image uploads
• Email notifications
• Finish type and color choice options
• Override pricing if needed

Step 12 - Production deployment

Upload production data files to FTP after successful UAT testing

Step 4 - Move to production

The RepSpark developer will extend the new code into your production environment and schedule regular syncs of your data.

Step 5 - Final production review

Once your data is available in production, it's important to review it to ensure everything is displayed and working as expected before launching Insignia to your users.  This is the final step!

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Common issues and solutions

"Add Emblem" option not appearing in cart

• Verify customer is associated with at least one logo in CustLogoIndex
• Ensure at least one placement option is defined
• Check that product category matches LogoPlacementWithCategory file (if used)

Logo images not displaying

• Confirm image filenames match Logo# in CustLogoIndex exactly (without file extension)
• Verify images are uploaded to correct FTP location
• Check image format meets Insignias Media Guide requirements

Placement options not showing

• Ensure you're using either LogoPlacements OR LogoPlacementWithCategory file, not both
• Verify CategoryCode in LogoPlacementWithCategory matches product category codes exactly (case sensitive)

Email notifications not working

• Double-check email addresses entered in Insignia Setup
• Verify email recipients are configured to receive RepSpark notifications