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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You can switch between the Classic Layout and the Modern Layout in SalesView (user must have admin rolecredentials). On the Sites tab, simply select either option in the Layout, Colors and Scene section.
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For this article, the save, quote, and checkout buttons are referred to as Call To Action (CTA) buttons. CTA buttons are buttons used in the configurator to guide a shopper towards the conversion goal. |
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General Page Appearance
The exact buttons used, their labels, and dialog box fields depend on the preferred configuration for your businessyour selected configuration. For example, your button might be labeled “Buy” instead of “Checkout”, or you may have only enabled certain buttons in your configurator.
Classic Layout |
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Classic has a traditional appearance with a gray background in the menu pane.
The design canvas on desktop includes style, size, and estimate pricing along with navigation buttons.
All actions take place on the home page.
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Modern Layout |
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.
A NEW “Saved Buildings” page has been created as a space to store 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 canvaslayout options support Real Landscapes feature (available for Pro customers only).
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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
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a CTA button
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is selected…
If select, the Save or Quote buttons button is selected, a popup dialog appears and . Then, the shopper enters contact & additional project info as needed, then and selects Email Link or Submit. A Print option will also be available if enabled for your business.
If select, the Checkout button is selected, 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 can:
Start 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.
Modern Layout |
The configurator home page contains one CTA button. If your configuration service does not include a checkout functioncheckout (only included in Pro) or your business does not have checkout enabled, the button will be a quote function.
When
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a CTA button
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is selected…
A popup dialog appears, and the shopper enters contact info & additional
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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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.
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Both the shopper and your business will 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
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♡ Save to List button
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is selected…
The design will be saved in the Saved Buildings page. Shoppers can save as many designs as needed in their Saved Buildings page.
The Saved Buildings page is a new feature that has been added to hold store multiple designs for review and comparison!.
Shoppers can save more than one design by clicking 
Save to List beneath the checkout button,which adds the design to the Saved Buildings page. They can view their saved designs Saved designs can be accessed by the person who saved the design, by clicking Saved Buildings in the top menu bar on the home page. The number in the heart icon shows how many designs are have been saved.
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Shoppers can easily move back and forth between the Saved Buildings page and the Home page to save multiple designs for comparison and quotes.
For the designs on the Saved Buildings page, up to three CTA buttons can be provideddisplayed, typically quote and checkout functions to get a quote or begin the buying process are utilized. A sharing button is also provided, plus an option to remove the design.
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| #F4F5F7 | The quote and checkout buttons function in CTA buttons in the Saved Buildings page function the same way as described for the CTA button in the Modern Layout home page buttons as described above. Note: When a design on saved design is submitted for quote or purchased using CTAs in the Saved Buildings page is submitted using one of the CTA buttons, it is will be removed from the list in the 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. This will depend on the available CTA buttons.Edit
Make edits to the existing design and re-save the existing design to create a new design.
Reset the design space via the Reset button, and then create and save a new design.
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submit CTA to obtain updated link.
Modern Layout |
Access saved designs from link in the email or from SMS text message…
The shopper uses the design link in the email or SMS text message to return to the saved design which is pre-loaded in the Configurator home page.
From here, the shopper can do any of the following actions:
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 in the Saved Buildings page.Select a new style, then create and save a new design that will appear on
Create new designs to be stored in the Saved Buildings page.Click
Access saved designs from Saved Buildings page…
The shopper can select the Saved Buildings button on the Configurator top menu bar to
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view their list of saved designs.
From here, the shopper can do any of the following actions:
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.
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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
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the Sales Team
Classic Layout |
You can create and save multiple designs on behalf of a customer.
Each time a design is saved on the home page, the shopper and your business receive an automated email with diagram, specs, price, and a link to the saved design. A new record is created in SalesView.
To return to the design, simply click the URL from the email or from SalesView.
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Modern Layout
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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.
From here, the sales rep can do any of the following actions on behalf of the customer:
Request for quote or start the checkout process.
Make edits and re-save the existing design to create a new design.
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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. |
Modern Layout |
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!
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When a design is saved using Save to List, the design will be saved in the Saved Buildings page.
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reference 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.
From here, the sales rep can do any of the following actions on behalf of the customer:
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.
From here, the sales rep can do any of the following actions on behalf of the customer:
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.
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The designs in your Saved Buildings page will remain in your list until you |
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submit the design using one of the CTA buttons or until you manually remove the |
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(The design can also be printed if you asked IdeaRoom to enable the option and are signed in via Sales Login.)
If the optional information capture dialog is enabled via SalesView:
You have a “soft lead” capture:
Select Save to List on the home page, and enter the customer contact information in the popup dialog. The system generates an email to your business plus an email or text to the shopper, and creates a SalesView record. Emails contain a welcome message which includes the URL link to access the design. Texts contain only the URL.You can submit each desired design from the Saved Buildings page:
Each submit action in the Saved Buildings page will save the design, generate an email with design link and specs to your business, and create a deal in SalesView. (The design can also be printed if you asked IdeaRoom to enable the option and are signed in via Sales Login.)
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.
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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 the 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 storage works:
Saved designs will only be displayed on the browser and machine used to save the design.
For example: If a user saves designs using their Chrome browser on their Mac, those designs will only be displayed on their Chrome browser on their Mac. They will not be displayed if the user opens their Mac's Safari browser or if they open the Chrome browser on their phone.
If you navigate to Clear browsing data | Clear your cookies and other site data on your Chrome browser, your list of designs will be cleared from the Saved Buildings page on that browser.
If you disable cookies, local storage will not work.