IdeaRoom is committed to providing continual improvement to our tools, including choices in design and workflow so that you can select the option that best suits your business needs.
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General Page Appearance
The exact buttons used, their labels, and dialog box fields depend on the preferred configuration for your business. For example, your button might be labeled “Buy” instead of “Checkout” or you may have only enabled certain buttons in your configurator.
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Modern has a contemporary appearance with a white background in the menu pane.
There is a single CTA button displayed prominently guiding the shopper to your intent.
The style is streamlined and optimized for mobile devices, with navigation buttons removed and estimate info and other buttons relocated to provide more space in the design canvas.
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NEW “Saved Buildings” page has been created to provide as a space to save and compare multiple designs and take the next stepsstore designs similar to a wish list.
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Note: Both versions offer realistic background scene options to add interest and visualization to the design canvas.
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Workflow
Classic Layout |
The Configurator home page contains up to two call-to-action ( CTA ) buttons from the choices of save, quote, or checkout functions. All shopper activity takes place on the home page.
When the shopper selects a CTA button on the home page…
If select, Save or Quote buttons, a popup dialog appears and the shopper enters contact & additional project info as needed, then selects Email Link or Submit. A Print option will also be available if enabled for your business.
If select, Checkout buttonsbutton, a series of dialog prompts appear for the shopper to complete, then selects Submit or Email Contract. A Print Contract option will also be available if enabled for your business.
On all CTA buttons, both the shopper and your business receive an automated email with diagram, specs, price, and a link to the saved design, and a new record is created in SalesView.
From the email, the shopper canStart the buy process
Use the link to return to the design
When the shopper selects a checkout button on the home page…
This initiates the buying process for the saved design with a series of dialog prompts for the shopper to complete.
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The configurator home page contains one CTA button. If your configuration does not include a checkout function, the button will be a quote function.
When the shopper selects the CTA button on the home page…
A popup dialog appears and the shopper enters contact info & additional project info as needed, then clicks Submit. A Print option will appear as well if enabled for your business (to both print and email link).
The shopper and your business receive an automated email with diagram, specs, price, and a link to the saved design, and a new record is created in SalesView.
From the email, the shopper can
Start the buy process
Use the link to return to the design
When the shopper selects the Save to List button from the home page…
The NEW Saved Buildings page has been added to hold multiple designs for review and comparison!
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Save to List. You can configure your site in SalesView to capture leads via a quick popup to get a contact name plus email or phone when each design is saved. ...
Access to Saved Design(s) for the Shopper
Classic Layout |
The shopper clicks the link in the email to return to the saved design which is pre-loaded in the Configurator.
From here the shopper can do any of the following actions:
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Request for a quote or start the checkout process. This will depend on the available CTA buttons.
Edit and re-save the design to create a new design that will appear on the Saved Buildings page.
Select a new style, then create and save a new design that will appear on the Saved Buildings page.
Click Saved Buildings on the Configurator top menu bar to return to previous designs on the Saved Buildings page.
Get a quote or check out from the Saved Buildings page.
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Access to Saved Design(s) for Your Business
Classic Layout |
You can create and save multiple designs on behalf of a customer.
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If the optional information capture dialog is not enabled on the home page:
Submit for quote each desired design from the Saved buildings page. Each submit action will save the design, generate an email with design link and specs to the shopper and to your business, and create a deal in SalesView.
TIP: To prepare for the next customer, your business sales representative should remove any remaining previous designs from the Saved Buildings page. (A “Clear All” option is available if you requested IdeaRoom to enable the option and are signed in via Sales Login.)
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