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.
You now have the opportunity to select either Classic Layout or Modern Layout for your 3D Configurator tool! This article highlights the differences between the two so you can make the best choice for your company.
You can switch between the Classic Layout and the Modern Layout in SalesView (admin role). On the Sites tab, simply select either option in the Layout, Colors and Scene section.
Keep reading to learn about the main differences between the Classic and Modern Layout options.
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.
Table of Contents
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.
Classic Layout |
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.
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.
Note: Both versions offer realistic background scene options to add interest and visualization to the design canvas.
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.
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
Modern Layout |
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.
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 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.
The Saved Buildings page is a new feature that has been added to store multiple designs for review and comparison.
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 have been saved.
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 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.
The CTA buttons in the Saved Buildings page function the same way as the CTA button in the Modern home as described above.
Note: When a design on the Saved Buildings page is submitted using one of the CTA buttons, it will be removed from the list in the Saved Buildings page.
NEW OPTION to capture soft leads
Modern Layout adds an option to capture soft leads when the shopper selects Save to List. You can configure your site in SalesView to “Capture customer information on save” via a quick popup to get a contact name plus email and mobile phone when each design is saved.
The contact info dialog generates an email to your business plus an email and text (if selected) 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.
(This is optional! If you prefer, you can skip the feature and capture contact information via the Saved Buildings page CTA buttons only.)
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.
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.
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.
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.
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.
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!
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.
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
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:
Saved designs will only be displayed on the browser and machine used to save the design.
For example, if I saved designs using my Chrome browser on my Mac, those designs will only be displayed on my Chrome browser on my Mac. They will not be displayed if I open my Mac's Safari browser or if I open my Chrome browser on my phone.
If you go 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.
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