You can manage branded insert settings for various order methods as follows:
Navigate to the settings for each configured sales channel and locate the ‘Default branded inserts’ section. Here, you'll see the current branding set assigned to this order method. You can change the assigned profile to any existing one.
If you need to create a new profile or edit an existing one, use the provided links to access the central account settings area. You cannot create or edit profiles directly within the sales channel configuration.
For products configured for automatic fulfilment, orders will be processed with the branded inserts specified in your account settings. If you've paused any orders that haven't been submitted yet, you can view the assigned branding set and total cost of branded inserts on the order details page. You can also edit the assigned profile, assign a new branded profile or remove branded inserts entirely for these paused orders.
When creating a manual order, you have the unique ability to customise branded inserts for each individual order. At the order summary stage, look for the ‘Inserts’ section, which replaces the former ‘Packing slip’ section. This section shows which branding set is being used for the order, or clearly indicates if no profile is assigned and no inserts will be included. You can review the contents of the profile and make order-specific changes as needed. This feature is particularly useful for limited editions or personalised thank-you notes. Keep in mind that any edits made here apply only to the current order. For changes to the overall profile, use the merchant account settings.
On the summary (checkout) page of the manual order form, you'll see which branding set, if any, is applied to your order. The display of a branding set depends on the allocation process, which determines if fulfilment is likely to occur in a Prodigi facility.
The cost of branded inserts is clearly shown as a separate line item in the order breakdown and is reflected in the total order cost. This cost only includes inserts that are available for your specific order, taking into account your product selection and the expected print facility. Any inserts that aren't applicable to your order won't be charged or included in the cost breakdown.
If no branding set is assigned, you can add branded inserts specifically for this order. If a set is already assigned, you can view, edit or remove individual inserts.
Any changes you make here will only apply to the current order and won't be saved to the branding set. If you want to make permanent changes to a profile, you'll need to do so in the dashboard settings.
For branded inserts, the CSV importer functions as an extension of manual orders. You can assign a branding set for these orders in your dashboard settings. To include custom inserts for each order, you can add specific headers to your CSV file. These headers will correspond to the various insert types available.
The exact header names for CSV files are yet to be finalised. Once determined, we'll update the sample CSV file available for download on our website to reflect these changes.
For orders with multiple line items, the CSV importer will only apply branded inserts specified in the first line item to the entire order.
Branded inserts cannot be created or managed directly via the API. Instead, API users should access their Prodigi dashboard to assign existing branding sets to API orders.
If you've already configured branded inserts for API orders in your dashboard, no additional changes are needed when submitting orders via the API. However, if you haven't set up branded inserts or want to override existing ones, you can provide new insert details during order submission.
The create order endpoint and data schema include an optional 'Inserts' section. You'll find an example of this schema in the document appendices.
Regarding quotes, our API quote endpoint now accurately reflects the total cost of orders including branded inserts. You can include desired branded inserts in your quote request to see their impact on the price. An example of the updated quote creation schema is also in the appendices.
If you don't include branded inserts in your quote request, none will be included in the returned quote. Please note that configured branding sets aren't considered for quotes, as we can't determine the eventual order method and which profile should apply. The returned quote schema remains unchanged; the price of branded inserts is simply included in the total quote amount.