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.
...
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.
...
| Table of Contents | ||||
|---|---|---|---|---|
|
...
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.
...
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).
| Expand | ||
|---|---|---|
| ||
  |
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).
...
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
...
a CTA button
...
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 option will also be available if enabled for your business.
...
From the email, the shopper can:
Start the buy process
Use the link to return to the design
...
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
...
a CTA button
...
is selected…
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.
...
From the email, the shopper can:
Start the buy process
Use the link to return to the design
When the
...
♡ Save to List button
...
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.
...
For the designs on the Saved Buildings page, up to three CTA buttons can be displayed, 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.
...
| Panel | panelIconId | atlassian-
|---|---|
| Info | |
| panelIcon | :info: |
| bgColor | #F4F5F7 | The CTA buttons in the Saved Buildings page function the same way as the CTA button in the Modern Layout home page 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 will be removed from the list in the Saved Buildings page. |
| Panel | |||||
|---|---|---|---|---|---|
| |||||
|
...
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 to the existing design and re-save the existing design to create a new designsubmit 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 phone 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.
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.
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.
...
| Info |
|---|
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. |
...
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.
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.
| Info |
|---|
...
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 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.
...
| Info |
|---|
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 the Sites tab, select > Layout, Colors and Scenes
Click Control Click Control Layout Options and select Modern.
Select “Capture Capture customer information on save” save to collect customer contact info and create a soft lead.
Select “Require Require customer mobile phone number” number to make this field required.
Select Preview
Select Publish to start using Modern layout
...
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 storage works:
Saved designs will only be displayed on the browser and machine used to save the design.
For example, if I saved : If a user saves designs using my their Chrome browser on my their Mac, those designs will only be displayed on my their Chrome browser on my their Mac. They will not be displayed if I open my the user opens their Mac's Safari browser or if I they open my the Chrome browser on my their phone.
If you go 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, then local storage will not work.