Shelf Test contains a product editor that gives you the flexibility to tailor your product images and control exactly how they appear on the shelves. Add facings to products, adjust the scale of products, and populate the shelves to create a test that precisely reflects what your purchasers experience when shopping.
Learn more about Shelf Test in our Lighthouse Academy course!

1. Adding Shelf Test to a survey
- Drag and drop the icon into the body of the survey editor or click on the icon itself to add Shelf Test to your survey.
- Type or paste a question into the Question text field. Be sure to provide clear instructions to respondents on how to complete the task. If respondents should approach your task with a specific mindset, note that here as well.
- Type or paste a list of products into the Product name text fields.
- Click the camera icon on the right-hand side of the text field to select corresponding product images from your hard drive.
The current default item limit is 50 products. The actions described here can be performed in bulk to expedite the process of programming your shelves.
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2. Scaling Products
- Click the contact card icon to the right of each product to open the product editor. This is where you will customize your products. Your product sits atop a background with reference measurements for scale.
- Click and drag the handles on the upper right- or left-hand corners to scale the product to the height that it will show on the shelf. The height and width fields update as you scale the product.
- Click either the Height text field or Width text field to type in specific dimensions. These dimensions are locked to maintain the original aspect ratio of the product image and will update according to the scale of the original image provided.
- Select Max Stacking drop-down menu to customize stacking for each product. Select number 1-4 to indicate the max number of products to be stacked, or select Auto to stack as many products as possible based on the shelf height and product height.
- Click Apply this scale to other products in order to apply a specified scale to all products programmed in the current shelf test.
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3. Updating Product Images
Below the product image, you can delete the current product image, update the product image, and add additional images of the product.
- Click the second square icon and choose an image from your hard drive to add additional images (i.e. nutritional info) to your product.
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Click the third icon to upload a 3D image for your product.
Note: We currently support .glb 3D images only.
- Click the star icon to set a default image.
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4. Updating Product Details
- Click the first text field to the right, in order to add or edit the product name that is displayed in the survey editor.
- Click the second text field to add a description (optional).
Note: Descriptions will only display if the eCommerce shelf type is selected, as it is the only shelf type to display a written description of the product. A description will only display if this field is completed.
- Click the Regular price field to add the price for the product, and click the Discounted price field to add a discounted price for the product. When a discounted price is listed, the price tags on the shelf will update to reflect the discount.
- Click the Units/package field to update the units per package for each product.
- Select Max Stacking drop-down menu to customize stacking for each product. Select number 1-4 to indicate the max number of products to be stacked, or select Auto to stack as many products as possible based on the shelf height and product height.
- Click Purchasable checkbox to indicate if a product is purchasable in the product card. This allows users to show products/displays on the shelf that are not purchasable. The purchasable checkbox is on by default. Unchecking the checkbox causes the product to be unable to be picked up and changes the icon for the product in the editor shelf.
Note: There is no data for the display product in the stats page, since it’s not a product that can be purchased.
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5. Navigating Products in the Editor
- Click the arrow to the right of the product name to open a list of the other products in the shelf test. Select an item from this list to open it in the product editor.
- Click the Previous product or Next product navigation at the bottom of the contact card to move through the product contact cards in a linear fashion.
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6. Editing the number of Product Facings on your Shelf
- Hover over the empty space to the far right of each row to illuminate more options.
- Click on the auto drop-down menu.
- Select the number of facings you would like for each respective product, or the amount of space it should take up on the shelf.
Use direct Preview to quickly view shelves and fine-tune product placement to fit your desired experience.
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7. Facings for E-Commerce Shelves
With eCommerce, respondents will not see a virtual shelf, but rather a marketplace more akin to an online environment consisting of the product images, product names, prices, discounts, and, above the horizontal line, a description (if included in the Product Editor). |
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8. Facings for Club Store Shelves (i.e. Costco, Sam's Club)
With shelving types based on club stores like Costco, you can create a pallet with product boxes, and then add individual facings for the units on the shelf above. In the Product Editor the Main image is the box that displays on the pallet. The Single product image is the unit that sits on the shelf above. Learn more about programming club shelves with logic in this article.
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