Stay Tuned (This New Feature is Coming Soon)
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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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 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 button, a series of dialog prompts appear for the shopper to complete, then selects Submit or Email Contract. A Print option will also be available if enabled for your business.
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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, or applicable button text depending on your configuration. A Print option will appear on the dialog as well if enabled for your business.
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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 design will be saved in the 
Saved Buildings page. Shoppers can save as many designs as needed in their Saved Buildings page.
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Access to Saved Design(s) for the Shopper
Classic Layout |
The shopper clicks the design 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:
Request for a quote or start the checkout process.
Make edits and re-save the existing design to create a new design.
Modern Layout |
Access saved designs from link in the email or from the phone text…
The shopper uses the design link in the email or phone text to return to the saved design which is pre-loaded in the Configurator home page.
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Request for a quote or start the checkout process.
Edit and re-save to list the design to create a new design in the Saved Buildings page.
Create new designs to be stored in the Saved Buildings page.
Access saved designs from Saved Buildings page…
The shopper can select the Saved Buildings button on the Configurator top menu bar to view their list of saved designs.
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Request a quote or begin the checkout process.
Print design details.
Share designs with family and friends.
Select a design from the list and load in the configurator.
Manually remove a design from their list.
TIP: The designs in your Saved Buildings page will remain in your list until you submit the design using one of the CTA buttons on that page or until you manually remove the designs.
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Access to Saved Design(s) for the Sales Team
Classic Layout |
The sales rep clicks the design link in the email or from SalesView to return to a saved design that was originally submitted by the customer.
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Request for quote or start the checkout process.
Make edits and re-save the existing design to create a new design.
TIP: If an existing design is saved using the same email as the original design, the newly updated design will have the same order ID with an appended -1 or -2 etc to note the design version number.
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A sales rep can design and save multiple designs on behalf of a customer, and then view and compare them on the new Saved Buildings page. You can also edit the design titles to give them memorable names!
Access saved designs from link in the email or from SalesView…
The sales rep clicks the design link in the email or from SalesView to return to the customer’s saved design which is pre-loaded in the Configurator.
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Request for a quote or start the checkout process depending on the CTA button that is enabled on the home page.
Make edits and re-save the existing design to create a new design.
Access saved designs from Saved Buildings page…
The sales rep can select the Saved Buildings button on the Configurator top menu bar to view their list of saves.
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Request a quote or begin the checkout process.
Select a design from the list and load in the configurator.
Print design details.
Share designs with family and friends.
Remove designs from the list.
TIP: The designs in your Saved Buildings page will remain in your list until you submit the design using one of the CTA buttons or until you manually remove the designs.
Enabling Modern Layout in SalesView
Modern Layout |
By default, your configurator is set to the Classic Layout. To enable the Modern Layout:
In SalesView select > Sites
In Sites tab select > Layout, Colors and Scenes
Click Control Layout Options and select Modern.
Select “Capture customer information on save” to collect customer contact info and create a soft lead
Select “Require customer mobile phone number” to make this field required
Select Preview
Select Publish to start using Modern layout
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Understanding Local Storage
Modern Layout |
Designs that are listed in the Saved Buildings page are stored in the browser's local storage. Local storage is not in the cloud. Because we are using the browser's local storage, it's important to understand how local storge works:
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