0:00:06 Hello everyone. Welcome to today's webinar. Uh, I think most of you know the drill by now. We'll wait a couple of minutes for any wait comes to arrive.
0:00:14 Uh, but can I just do my usual check? Can someone let me know in the chat if you can see me, hear me, and see my screen, please?
0:00:28 Thank you very much. Uh, just a note from the, well, that we found out in the last webinar. If My screen, if my face is massive on the screen and you've got a teeny tiny share window, I think that's something that you guys can control on your end.
0:00:42 So I don't know if that's something I can control online. So I'll play around with a few buttons if that's the case, but hopefully my face is tiny and the, uh, the shared screen is massive.
0:00:54 Okay, so. Looks like most people have, uh, have logged in, so let's get started. So what we're going to be covering today is the key developments, uh, and the things that have been deployed in the first four, four and a half months of this year.
0:01:15 So there's a lot of things to cover. There's a few big things that we've brought in. There's a few small things that we've brought in.
0:01:21 There's a lot of things on my list that I'm trying to try and cover today and Duncan, who is joining me again today, does not think I'm going to get through it all and you might well be correct, but we're going to fire through as many of them as we can and see how we do.
0:01:33 As always, if you have any questions as we go along, please do ask away in the chat panel. And, uh, Duncan's on hand to try and help out with those, uh, whenever you've got those.
0:01:47 Questions? Right. So, before we get started, just to let you know where all of these bits of documentation are before, uh, If you need to look at them or look at some more advanced resources after we've done it.
0:02:01 So if you log into the Academy or just go to the Academy page, go to the tutorial search, top of the screen, and then this hopefully quite standout section here will just take you straight to the what's new articles.
0:02:15 So we're going to be covering all that's been covered in the first four months. I don't think there's anything in there from May so far, but there's a lot of things to cover from that first four months.
0:02:26 That will contain various videos, various articles, screenshots, gifts. Hopefully all the stuff you need to actually implement these topics. Right, so the first thing I want to start with is Something we're calling, well, storefront creation with platform inheritance options.
0:02:49 So I think this is one of the more important and, uh, very effective things of the past few months. So let me just load up a different page which has me logged in as the platform administrator.
0:03:05 So traditionally, when a new storefront is created on the platform, It would receive a sort of one-off snapshot of a lot of predefined default configurations from some predefined things that we internally call a bundle.
0:03:20 Afterwards, you'd have to update each of these storefronts individually. And there was no automatic mechanism to have changes on the platform level automatically flow down to every single storefront that you want that information to flow down to.
0:03:34 So, this option changes that. As a result of this new feature, which I'll show you how to implement in a moment.
0:03:40 It's very, very simple. You can centrally manage and edit high level or shared resources just once. So what I mean by this is you can put in various bits of information at the platform level.
0:03:51 And then whenever you create a new storefront, new storefront being the critical one there, it won't apply to existing ones.
0:03:58 Um, you, it will inherit those settings. And If you then want to go and modify any of those, as long as you haven't broken the link, it means that you could change something on the platform level, let's say some editable content or something like that, so you could change it on the platform level and
0:04:17 then that would flow back down to the storefront. So it's a really powerful feature, especially if you're trying to rapidly spin up a lot of different storefronts, which have very minimal differences between them.
0:04:30 Uh, okay, so. Just a very quick demonstration on this one. So, if I just, I'm on my platform level here, I've logged in as my platform administrator.
0:04:43 Uh, the kind of information that this will bring over is various different settings that you've got on your platform. So, from a lot of settings from various different menus, so, uh, time zones, default, connect, plug-in settings, uh, very niche options, shipping and payment defaults, all that kind of
0:05:07 stuff can be set as default as one of the things that gets drawn down. Localization settings, so things like language strings, which I think most of you are aware of.
0:05:17 So a lot of those can be set on the platform level and again, be brought down to your new storefronts.
0:05:23 You've got editable content and topic pages. So if I go to editable content, for example, anything that you set on here, When you pre-define what it is on here, so let's say your header, your footer, your banner, whatever it might be, if you've got a default in mind, you can preset it on here, and then
0:05:42 it again be brought down to those storefronts, and the same with content pages, such as your contactors, about me, shipping instructions, whatever other pages that you have alongside it.
0:05:54 And then also dynamic. Product configurations as well. So if you've set specific settings for your mega-reddit products as your defaults, again, those can be brought down.
0:06:04 So when you're setting up a new storefront, it can be a massive, massive time saver. So the example I'll show you here is with our Connect plug-ins.
0:06:13 So I'm on my platform level. And if I go to my Connect plug-ins, I've got a few plug-ins here which are active and which have, uh, Credentials associated with them and settings applied.
0:06:27 Chances are you won't have this many connect plug-ins configured all at once, but it is just showing the kind of thing it can do.
0:06:35 And then all we need to do, if I go ahead and just go and create a new storefront, so if I find my storefront management area, click on add new storefront.
0:06:46 Chances are you won't be able to see this new set of options by default. It's one of those where if you do want to utilize this, so this advanced options tab here, when you click on new storefront, uh, you will need to contact support to get that activated.
0:07:01 Hopefully that's not the case and you might be able to see it, but I think it's one of those settings.
0:07:06 And all you're doing is you've got the choice of which of those areas I've specified that you want to actually bring down to your new storefronts.
0:07:15 So, For example, if you want to bring down your localizations, but want to configure your MIS completely separately, then you could leave this settings turned on and turn off localizations.
0:07:27 Because this is configuring which resources should be overridden from the platform level. So for example, I want localizations and editable content and content pages to be drawn down from platform.
0:07:43 I can go and fill in my details on the store info form here and just click on create. That will then create the new storefront with those links in place to our platform level.
0:07:57 And just to reiterate what I mean, if any change is then made to the platform and the link hasn't been broken, so you haven't changed it separately on the storefront level, that information should flow down from platform to storefront.
0:08:13 Okay, I don't want to spend too much time on any one topic as there's a lot I need to get through.
0:08:18 Uh, but there is some additional information on those release notes and on the academy if you need some further information on that.
0:08:27 So, next is I want to talk about our album management system. So, for this, I'm going to go to my individual storefront.
0:08:47 And I will just go and view my front end. So we've made a few changes to our album management. Uh, and this was made back in January, I believe.
0:08:58 Just going to go to my my account and album management. So first and foremost, there's a slightly different layout, a more user-friendly interface for the album management.
0:09:09 But what this also allows you to do is some more advanced features. Like you can share it as an administrator, you're able to share certain albums with certain users, make them available on certain products that you want them to be available on, uh, and various other ways of controlling who can see which
0:09:27 of those media albums. In addition, you've also got the ability to put this media album anywhere on the front end of your storefront, rather than just being present.
0:09:43 In this my accounts area on your front end of your storefront. So for example, if I go to my homepage, I'll probably have to remove this later on, um, but just to show you where it is.
0:10:00 If I go to my layout manager at the bottom of the screen, which I'm sure most of you are familiar with, if not, there is more resources on the academy.
0:10:11 I can choose where I want to place this particular container and then go to the album management module. And that will create basically a carbon copy of what you just saw on your other screen on the page layout that I want to control.
0:10:27 So you can see there that I've positioned that right at the top of my screen. I've still got the rest of my homepage, but my album management is now there and I can control it.
0:10:37 The actual controls here for uploading different bits of functionality of different images is quite easy. So you can just add images to your top level.
0:10:48 You can create new albums very easily and you can create sub-albums as well. So you're not just limited to top level on one child layer, you can do as many of these sub-categories as you like to create the structure that you want.
0:11:11 And then I also mentioned sharing. So this is as the administrator. If you go on the top level of these media albums that you are utilizing, go on this little icon here and click on share.
0:11:27 Now that will give you the ability to actually choose how you want to share this particular album. So if I go on this, uh, sample one here, for example, and go to share.
0:11:39 I've got a little drop down which says who I want to share this with and how I want to share it.
0:11:44 So I could share it with particular customer roles if that's how I'm controlling the, uh, the users and customers on my storefront.
0:11:50 I could make it available to specific products. So if I want certain albums to be available in mega edit for just a particular product or a few particular products, I can control it that way.
0:12:03 General will make it available for absolutely everybody if I want to, um, In every scenario, I can do it by category, so it will be available for all the products within that category within Mega Reddit.
0:12:15 I can do it by department, so if I've got a particular customer, um, a group of customers that I want to allow access to this particular album, or it can just be not shared or I don't want it to be visible to anybody else, but administrators.
0:12:32 So, for example, I've got this album here, which is my album for Mega Edit. The sharing options on here are set to product, and then I've set this on a particular product, which is the Mega Edit product with defined media album.
0:12:47 If I go ahead and try and find that product, which, is that one here?
0:13:03 I see the place I've added my media album means it's a physical and every page. You don't have to have that.
0:13:08 It's just a quick example that I covered. So that's a very simple example. You can see on here that I've got several, uh, different folders available.
0:13:28 So various folders which have sort of a generic sharing capability and generic share options have signed, but I also have this album from MegaEdit, which I've made just available on this product.
0:13:40 So if I went on any other product, that, Album would not be available, so you can control exactly who sees what.
0:13:51 Okay, the, uh, the finer details of how to actually implement this kind of thing are available in the academy, but just as a very brief overview, most of the associated settings with this are done in the media album settings.
0:14:07 There's a whole range of things here, but primarily what you're looking for. Is this album management version down here? So, if you're trying this on an older storefront, you will likely have the classic legacy or standard legacy assigned, which will be a slightly older view of the album management.
0:14:27 What you want for this latest functionality and the ability to share, and a slightly different view is this enhanced latest.
0:14:42 Okay, right, conscious of the time. So, the next thing I want to talk about, and this one's quite quick, Is the support we now have for WebP images and animations.
0:14:55 So, we're quite pleased to offer this. The WebP image format is now available across products and category images. And so, I don't know if you're all familiar with WebP as a format, but it offers superior compression compared to the standard PNG or data or JPEG.
0:15:14 And it delivers high-quality images at a much smaller File size, and that does really help to speed up your webpage loading times.
0:15:23 So in addition to that smaller image size, you have the ability to put animations in there as well. So I'll just show you what I mean with one of our frontend products.
0:15:34 So I've got this one here, which is Product with WebP Image. First and foremost, we can see there that I've got one which is an animation.
0:15:46 So you can actually include that. That might be a bad example. It's one I got from the internet, um, but it's just showing you that you can't have animated images on your products.
0:15:54 So if you wanted a rotating image of your product, or whatever you fancy it, you could have that on there.
0:16:01 And then also I've got these two images here. Now, one of these is a PNG. One of them is the WebP image.
0:16:08 So one's much larger than the other, and you can see that as I'm scrolling between those, there's no change at all in the way those are appearing.
0:16:17 If I actually go to the, the back end of that and have a look at those images in more detail for comparison.
0:16:29 So in these examples, you can just see a nice little comparison there. So my png is 2.2 megabytes. My associated web p image, which was visually exactly the same on the front end, is only 64 kilobytes.
0:16:43 So you can see that if you've got quite a few images on your page, It is going to drastically speed up that page loading time.
0:16:59 Okay, so the next thing we've got is, uh, multi-part upload, and it now accepts more than just PDFs. So let me just, uh, pull up a bit more information on this, and find our relevant product.
0:17:32 I'm going to just get rid of that media album because it's going to drive me mad. Okay, so most of you will be familiar with multi-part products.
0:17:57 It's one of our more, uh, popular image types. So, uh, image types, product types. So, multi-part products have always been the upload your file option that we have with the new VEGO.
0:18:11 Uh, historically the default configuration only guaranteed support for PDF and I believe if there was a, there's a storefront wide toggle somewhere as well, which, when it's enabled, gives you the ability to work with common image types, like JPEG and PNG and TIFF, I think as well.
0:18:30 Um, as of April 2025, so very, very recently, the XML schema for the latest iteration of the multi-part UI, gives you the ability to put more types of file in there.
0:18:43 And because you're putting it into the actual XML schema, it allows you to control it on a product-by-product basis as well.
0:18:49 So if you want to allow, uh, JPEG and PNG for certain products, but not for others, you have the control over that.
0:18:58 So, for example, I have my multi-cart products here. You can see the different types of products that I have available.
0:19:08 So as well as PDF, JPEG, PNG, It also grants you the ability to upload PSD files, so Photoshop files, and AI files as well, so Illustrator files, and EPS as well, so EPS post scripts.
0:19:26 But from a user perspective, nothing changes, so they can still just go to this window here, the same as any upload product, and just upload those relevant products.
0:19:40 So, for example, I've got JPEG. It's absolutely fine. I've got my AI file, my Illustrator file. That's absolutely fine as well.
0:19:55 No problem. And then we just proceed through the process of going to the basket and whatever else we need to do.
0:20:01 You might find that if you try and preview with something like the AI file, it won't behave as you, uh, as you would previously see with the PDF.
0:20:09 So you might do some initial configuration to turn off the preview options, which is all within documentation. Okay, so, to actually do this very, very quickly, uh, if I go to this particular product and just show you the XML schema for this, The changes you have to make are all in the documentation,
0:20:40 but it is quite simple. So, I think most of you in this webinar were probably at my, um, multi-part webinar, which was the last one, about six weeks ago, so you'll know that you can get to the multi-part config here.
0:20:56 And then you can control the XML schema down here. Now, there's a couple of things you need to add. One of them is this asset mode.
0:21:06 This is just an extra part in the part configuration. And then, critically, you've also got this AllowMindType section down here.
0:21:14 And that's just allowing you to define which of those different file types are available in that particular product, or in that particular part of that product.
0:21:23 Now, again, the actual format of that is available in the documentation, so you can just go ahead and copy and paste it from our documentation if you want to include it.
0:21:42 Okay. Sorry for skimming through these, if anyone wants more details, um, it's all available on the academy. Just very aware that there's a lot of things I want to, uh, to talk us through today, so I don't want to spend too much time on each one.
0:21:58 Right, so next thing we've got to show is a couple of pitstop profile enhancements. I'm actually on the, uh, on the right page for this.
0:22:12 So the first thing I want to show is you now have the ability to actually define which pitstock profiles you want to use in your multi-part products in a much simpler way.
0:22:23 So what you would previously be familiar with if you have created or configured these multi-part products is, it's actually not in this configuration, let me find a different product.
0:22:49 Okay, so when you Anyone who's familiar with this or watched the webinar last month, uh, will probably have seen something like this.
0:22:59 So within the XML configuration of the multi-part product, you are specifically specifying which check profile you want to use, which pit stop profile you want to use, and which fix profile you want to use.
0:23:11 And you're doing that within the XML. Now that doesn't suit everybody, especially if you're not used to writing XML and you don't want to deal with this.
0:23:20 If your app is just set a default on a product, so the product is always using the same check profile of the same fixed profile, you can now get to that with the settings which are available just in the multi-part config page here.
0:23:36 So you can select the default check profile, which just shows a list of your available pitstop profiles and your default fixed profile.
0:23:44 The important thing to remember here Is that what's written in your XML schema will always take priority. So you can, you can consider these dropdowns as kind of a fallback if nothing has been specified within the XML schema itself.
0:24:00 I hope that makes sense to everybody. The other thing I want to show with, um, pitstop profiles is this option here.
0:24:11 So it gives you the ability to actually allow the download. of any corrected files. So this is just after you upload the file to the multi-part product and if you have a check and fix profile that will run.
0:24:26 Um, but then maybe before the customer actually proceeds through to, uh, through the checkout and actually place the order, you want to be able to download the fixed file.
0:24:37 Now, this is optional. You don't have to provide this. If I just check that option there and then I'll go and View that product on the front end.
0:24:53 Let's go ahead and upload a sample image. That's going to run my profiles that have specified. I'm going to go ahead and fix it.
0:25:11 And you can see there that with that option selected, I've now got the ability to download that fixed PDF file.
0:25:18 So as well as getting the report to see what it's changed, I can get the fixed PDF file as well.
0:25:34 Okay, so the next thing I want to talk about is quite a simple one really, but it's quite, uh, quite powerful and something we've needed for a while really.
0:25:44 So this is the ability to put very easily put superscript and subscript in mega edits and Invent. So, previously you would have needed a separate script to be able to do the sort of superscript and subscript.
0:26:01 Um, but what you've got now is just the ability that if that is in your product it. It just works.
0:26:09 I'll show you that in a moment. But it also means that it is controlled by, if you change the font size, the main font size, the superscript and subscript will change size relative to that, so it will all still look the same, it will all still look good.
0:26:24 Um, it's a simple change, which something would need it for a while, as I say. So starting off, just looking at a purely mega edit.
0:26:36 Version of this, just launch that product. Okay, so actually utilizing this within your product is very, very easy. So let's think of an example here.
0:27:15 Let's say first, second, let's make that bigger. So we want these to be superscript.
0:27:29 And it's all nice and easy now. Within your actual text options here, you have the ability just to get straight to the superscript and the subscript.
0:27:36 So you can control them like this. Let's click on the relevant icon. And then as I mentioned, that will then scale in relation to the main body of the text.
0:27:49 So if I then change the scale, they stay correct relative to that. There's also a prize to invent as well.
0:28:00 So if you're an invent user, so you see here that as part of my in design file, I've already put the superscript and the subscript examples as part of my, uh, in design design.
0:28:14 So not any invent functionality there. It's just within in design itself. And it's super easy. You don't have to do anything else.
0:28:23 All this means is that when you now export your max file, Take it into mega edit. It recognizes the superscript and the subscript.
0:28:32 And it's nice and easy. That's all you need to do. Uh, and again, it can because it's from invent, that can now be controlled from, um, form on the side.
0:28:42 So any text sizes will still apply in that same text size changes, font size changes will still apply as I showed a moment ago.
0:28:51 So everything will scale relative to it. Okay. Next one's super quick. Nothing I need to talk about too much, especially because I've got an empty basket at the moment.
0:29:07 Uh, but it's about enhanced keyboard accessibility for checkout. So I'll just talk about this one very briefly. Uh, so we've improved the checkout flow to better support keyboard only navigation.
0:29:20 So pressing the Enter key will carry you forward through each step of the checkout process. Instead of what it did before, which was unexpectedly refreshing the page, or unfortunately getting stuck somewhere.
0:29:35 Um, that's it, that's all that needs to be said on that one really, so we've just improved the accessibility in that respect, uh, and some more information on the, uh, on the what's new article on that one.
0:29:52 Next up is the checkout attributes. Sorry, what I mean by this. Let me just add something to my basket and go to my basket.
0:30:14 So most of you will be familiar with checkout attributes and what they are and how you use them. For any that don't know, it can be used to collect additional information at the checkout stages.
0:30:25 So the two examples I've got here are very basic, they're empty drop downs, which are useless, but are just used for demonstration purposes.
0:30:33 It could be file uploads, it could be multi-line text boxes, it could be numerical inputs, whatever you need it to be, whatever information you need to gather, checkout attributes are a way you can do it.
0:30:48 The changes we've made here are the ability to actually apply usage rules to the checkout attributes. So usage rules are nothing new.
0:30:59 You might have seen them previously on things like, I think it was shipping and payments that they're available on. Uh, and what they do is they allow you to control who can see different shipping and payment options.
0:31:11 So I give someone's in, uh, someone's going to a certain customer role, for example, they might see certain Shipping and payment options.
0:31:20 Uh, the same rules engine has now been applied to checkout attributes as well. And what it means is that you've got the ability to control who sees which checkout attributes on the checkout page.
0:31:31 So you can control the information that's collected. So if someone doesn't need to provide certain information, don't show them that checkout attribute.
0:31:38 There's no problem. So just to show you what I mean by this, I'm logged in as one user here, where I can see both of my checkout attributes that I've got.
0:31:48 I'll show you how to put these, apply these in a moment. However, if I go ahead and impersonate one of my other users, and then go to the basket here, you can see that only one checkout attribute is available, because for this particular user, that other one is not relevant.
0:32:22 So setting this up is really, really easy. So all we need to do is to go to our checkout attributes area.
0:32:33 Again, all this information is in the, uh, in the academy if you need it after the webinars, uh, concluded. Create your checkout attributes, and then you'll notice that we have these usage rules options at the side here.
0:32:47 Now if you want a checkout attribute to appear for everybody, You don't need to do anything with the usage rules.
0:32:52 There's no problem. It's absolutely fine. However, if you want them to be conditionally visible, if I go to my usage rules, I've got a couple of examples already created here.
0:33:08 We'll load in a second. All you're doing is specifying what it is you want to control it against. So the default use case for this one is probably by department.
0:33:20 So if someone's in a certain department, you want to show them or hide a checkout attribute from them. But you could do it by category, you could do it by product groups, you could do it by particular products or customer roles.
0:33:34 Exactly the same as you could do with the other usage rule applications of payment shipping. So setting this up is quite easy, but you do need to look for IDs of the thing you're trying to link to.
0:33:48 So, for example, if you were looking for a product variant, you would need to put the product ID in. As with the example of the departments here, you need to look for the department ID.
0:33:58 In most cases, this is quite easy to find. So, for example, if I go to my department section, it shows me that relevant department ID I want to put it against.
0:34:12 Don't put the name of the department in there as it won't recognise the link. When all you're doing is saying, are you restricting access, or are you granting access to those particular departments?
0:34:23 And that is it. That's all you need to do. Specify those rules. They will be applied at checkout. Okay. Just see what's next on my list.
0:34:58 So what we've got next is a slight change to, uh, how hot fathers might work on our Platform or our storefront level.
0:35:10 So to demonstrate this, I'm just going to go to our print locations. And I know this is something I'm going to do at a platform level, but I'll explain it a little bit first.
0:35:21 So I think a lot of you might be familiar with hot folders and print locations. Um, it basically gives you an inner nutshell, gives you a way to divert different artwork to different folders so it gets to the right place.
0:35:32 And it can be based on particular rules. So the hot folder mapping feature allows you to automatically copy all the output files to one or more of these hot folders based on particular criteria that you were specifying.
0:35:47 So for example, if I go to print locations in hot folders, I think I've got one set up. I go to edit mapping, and then I can control which products go to when they're ordered go to this particular hot folder.
0:36:04 And again, there's loads of content on the academy about how you can configure these, all the different options, and that kind of thing.
0:36:13 So, what we've changed, traditionally, the what we call in the legacy approach, hot folders are going to be shared across all of your different storefronts, meaning any storefront could match against any active hot folder.
0:36:28 However, in order to accommodate scenarios where storefronts require more Autonomy, uh, an isolated film of workflows, we've introduced a storefront-based model for hot folders.
0:36:42 So when it's in its legacy mode, hot folders are available platform-wide. So regardless of which storefront or platform level you're logged in as, you can see all of the different hot folders.
0:36:54 However, now we've introduced this storefront-based mode as well. So this means that hot folders are filtered exclusively by The current storefront.
0:37:04 And this ensures that orders only match hot folders belonging to that particular storefront. Now, this new mode is controlled by a platform level setting.
0:37:12 So, let me switch back to my platform level window. And then on my platform level, I'm just going to go to hot folders and print locations.
0:37:28 Go to settings. And then you can see here that I've got this option which is enable hot folders per storefront.
0:37:35 And that is all you need to change in that respect. So a brief note on default behavior. So what you're actually going to see if we've changed anything for you.
0:37:48 So for any existing platforms, so any of that have at least one order place to think is the criteria we were going for.
0:37:56 The default is this legacy mode. So this is turned off by default. So all storefronts were all hot folders will be shared across all storefronts.
0:38:07 Any newly created platforms, which obviously won't apply to you guys, will have this turned on by default. But again, if you come into the platform level, you can apply this, um, whenever relevant to you.
0:38:25 Okay, so hopefully that makes sense. It means basically that the, If I've got that setting turned on, the storefronts or the hot folders will only be related to the storefronts that they created on.
0:38:37 You won't be able to access them from other storefronts on your platform. Okay, so the next one is probably a bit of a niche scenario, um, but I wanted to show you anyway, because I think most of you might not be familiar with the concept of mega scripts.
0:39:10 So. Let me just pop my information. Alright, so in a nutshell, Megascripts give you the ability to completely create completely custom scripted stuff.
0:39:26 Uh, and it does require the use of an additional module, so it's our connect scripting module. Um, and obviously it's much more beneficial to you if you have coding experience, or if you have coding capabilities within your business.
0:39:41 So, Megascripts have been around for a long time and they're applied and a lot of, it can be applied in a lot of different scenarios.
0:39:47 The example I want to show here, which is a new we added one, which also give you a very brief overview of Megascripts as a whole, um, is the ability to actually pull live custom shipping prices straight from A mega script that you've created.
0:40:04 So what this basically does is that allows you to attach a script to an option that we've applied to do with shipping options.
0:40:11 And then in Figo, we'll display those returned rates at the checkout, uh, alongside any regular delivery methods that you might have applied.
0:40:20 So this is a way of actually, if you have the capabilities to completely custom, custom script, the delivery methods that you have available, if you don't want to use the default ones that we apply, Or in addition to the defaults that we apply.
0:40:36 Um, it means that you don't need a compiled plugin. Um, it's perfect if you want to integrate the party carriers, uh, if you want to integrate MIS systems, or if you just have very bespoke pricing rules.
0:40:50 But of course, just to make clear, we do have all of our additional, um, available modules as well, such as easy posts.
0:41:00 Such as our embedded delivery methods would do a value to not have to use this approach. So, very brief overview of this one, just to show you.
0:41:15 I'm going to start off by going to my mega script management. Now, I don't mind sharing that I am not a programmer.
0:41:27 And this was created very much with the assistance of chat GPT, but it does show that even if you're not a programmer, you can create functional scripts for this kind of functionality.
0:41:40 So in the nutshell, what this is doing is just, it's a very simple example. It's just giving us three different delivery methods and it's doing it by completely bypassing the standard stuff that we have available.
0:41:54 It's just going to be using the script. And what you can actually see in here is that we want to actually draw in three different shipping methods and they're going to have different conditions with them.
0:42:03 So we've got one which is UK standard shipping. Um, this will only display if the shipping address is a United Kingdom address.
0:42:15 That has its own rate associated with it. It will have its own descriptions. It will have its own delivery offset.
0:42:22 So how long delivery is expected to take? We've got a second one, which is international shipping. So this is if it's anything except the United Kingdom, it will show again a different rate, a different delivery offset and different instructions.
0:42:37 And then we have a third one here, which is just one which always shows regardless of the scenario, which is just a click and collect fallback.
0:42:44 So again, a different rate, different descriptions and different delivery offset. We've got that as a script. All we want to do is actually bring that into our Um, our checkout flood.
0:42:57 I won't spend too much time on this, but just to talk you through the process. So that's our script. The next step would be to actually go to this area called mega script instances.
0:43:09 This is where we actually create instances where that script is actually active. So in this case, I've specified it so that it's activated on a particular event.
0:43:22 The reason I've got this to activate on an event rather than running in the background or running periodically is that we're going to actually run this on a certain scenario.
0:43:31 So when somebody hits that stage of a checkout, the way we actually assign that is within our Connect scripting plugin.
0:43:42 So again, this is a separate module. I did want to show you this page, because you can see there's loads of different things that we can apply these scripts to, uh, throughout the infigo system, if you have that knowledge.
0:43:56 What we're looking for here is this get shipping options. I'm going to choose my appropriate script and then save it.
0:44:06 The last step on there is to actually go to our delivery methods. Create the relevant delivery methods. And then link them to our connect scripting module.
0:44:20 And that's just by getting an identifier from the script we've made and linking it to the particular shipping method. That's as much detail as I'll go into just based on time, but we do have some additional resources if you need it.
0:44:36 How that will actually work on the front end. So if I go to my basket, I'll just stick with that one.
0:44:50 Remember that we have a couple of different or three different options available. So what we should see if it's drawing in the information correctly is if I choose a UK address, it will give me two specific options.
0:45:05 You can see there it's drawing them in. I've got my click and collect, which is free in a certain delivery time.
0:45:11 I've got my UK standard shipping, which costs a bit more. And my delivery day is delayed, because it's a larger offset.
0:45:22 But then I can change that to an international address. We still have our click and collect, but then based on the script we entered, because it's hit the condition where it's not a United Kingdom address, it's now giving us the international shipping option instead.
0:45:40 Which again has a different pricing, different delivery offset and different information. Okay, so that's as much as I wanted to show on that one, but hopefully it gives you a little glimpse of the power of mega scripts as well.
0:46:00 The next part is a very brief description of, um, PCI compliant payment plugins. So this is not the most interesting one to show, but it is, uh, very critical.
0:46:17 So from mid 2025, the latest PCI rules insist that card details are entered on a page which is served directly by the payment provider are not inside your actual storefront.
0:46:31 So in this case, you're in free-go storefront. In order to keep you compliant with this, we've Rebuilt and are continuing to rebuild various different payment gateways so that the checkout process now actually hops to a secure Provider hosted window instead so much like you would normally see in PayPal
0:46:49 or Stripe And then it returns it to the confirmation screen when that payment information has been input The ordering flow and the reporting and everything else remains exactly the same, but it means that the payment details never actually touch your storefront.
0:47:07 So it means that you don't have to have all this additional compliance, um, necessary. So because the payment form is now hosted offsite, we're limited to how much branding and customization of those forms we can actually do.
0:47:27 So I'm just going to go on this cyber source one here as an example. So all we can actually modify now is the header content which you'll find in many of these plugins and the footer contents that you'll find in many of the plugins as well.
0:47:45 You'll still find in many of the plugins that there's the previous settings still available. So if you're familiar with this kind of functionality, you'll previously have title, maybe logo URL.
0:47:56 Uh, extended photo content and various different things like that. In many of the plug-ins, that information is still there so you can use it as reference or copy and paste information over, but just to be sure it's no longer used.
0:48:11 So header and photo content in most of these plug-ins are the only ones that you now be able to use to customize those pages.
0:48:18 And again, that's because we're hosting it off site. But the main point of this is that you remain compliant with those PCI requirements.
0:48:35 Okay, next is enhanced email notification settings for your orders. So I think these are all available on the customer settings screen.
0:48:54 I'm looking for these options down here. Let me just put the information. Okay, so first off, a site change if you are familiar with these settings that you might have seen.
0:49:16 So there was an old setting which was called, uh, user customer email for correspondence, I think it was called, and the actual, it was a Boolean value in the true false options for that weren't particularly clear.
0:49:31 So what we've done is just to replace that for a little drop down here which is contact details for order notification.
0:49:39 So what this means is you can control which details are actually used as part of the order email settings that are sent out to the customer when an order is placed.
0:49:51 The customer details option. So the system pulls customer main profile details for notifications. And then of course, shipping and billing address in details is based on the checkout flip.
0:50:05 So whatever billing and shipping address information is provided, that will be used instead. The other options that we've put in here are a few of these checkboxes that we've got down here.
0:50:26 And these are basically new BCC checkbox options. Uh, I think most of you will probably know this, but just in case BCC is buying carbon copy.
0:50:36 So if you want to encourage an email address on an email, but that that recipient doesn't show in the actual, um, recipient list, you can BCC them.
0:50:48 We've attached three new options in here for BCC. One is where you can add the impersonator email to BBC. And again, this is just for order notifications so that order related emails.
0:51:03 So if you are impersonating a user, let's say you are placing the order on behalf of one of your users or something like that and you're impersonating them, having this checked on will mean that you as the impersonator will get a copy of that email as well.
0:51:18 So getting rid of a little disconnect that might be in there. You've then got add customer email to BCC in order notification.
0:51:28 So this includes the registered customers original email address and it will include that in the BCC and that's regardless of the main email source selection which is up here.
0:51:38 So again, it's just feeling in a gap making sure that the order detail emails are definitely going out. And then the final one is to add Shipping or billing address emails to BCC on order notifications.
0:51:54 So this allows the inclusion of any emails provided as part of the billing or shipping address, regardless of what this setting was.
0:52:02 So basically the inverse of the one above it. So hopefully this is given you an understanding of that. Um, it is just given you the ability to put more recipients on those order emails.
0:52:11 Um, so you can make sure to go into the correct place basically. The default, the default, um, scenario for this, the default consideration is that they are all turned off.
0:52:23 So they'll all be turned off by default. You can turn them on as necessary. Okay, I think I might just about get to the end of my list today, which is good.
0:52:42 The next one I want to talk about, uh, there's only a few left, is capture payments on approval. Let me just find my reference material.
0:52:58 And get an example on the screen here so we can actually see something. So we're looking at this order here, which I've placed before.
0:53:17 You can see the payment status is authorized. So traditionally, online stores would immediately capture payment when an order is placed.
0:53:26 With this new option we have here, which is sort of an approval-based payment flow. You can authorize a customer's card without drawing the funds right away.
0:53:37 So the order enters the system as an authorized payment status, like we can see here, and that's awaiting approval by a designated team member using the usual approval process.
0:53:49 And during this window before the approval takes place, it means you've got the ability to review the order details, update any quantities, modify the artwork if necessary, or provide feedback on the actual artwork provided, cancel certain lines, or reject the order entirely.
0:54:06 Once you actually approved that order, uh, the system captures the payment for the exact authorized amount, unless you've brought the total down to zero, in which case the authorization is voided, and the order is simply marked as paid.
0:54:22 If you try to increase the total amount above what was initially authorized, you'll see a warning, uh, and then capturing more than the authorized amount isn't yet supported.
0:54:35 We are considering a future reauthorisation feature, but that's not there at the moment. So if you do have to increase the price, uh, it has put the order through again.
0:54:44 So this approach, as I'll, I'll show the work for in a moment, is especially helpful for companies that want to call a buffer period to verify or finalize orders before they fundamentally commit to it.
0:54:58 So if a mistake is found, like a pricing error or a request to add or remove items, You can handle it without having to refund or juggle partial captures of that payment.
0:55:11 So actually setting this up is relatively simple. You do need to have one of the payment plugins which does support this feature, one of which is authorised.net.
0:55:21 So if I go to my payment methods, find authorised.net. But all I want to change on here when the page loads is a setting which switches from essentially payment captured straight away to payment authorized instead.
0:55:46 So on the authorize.net form, for example, is this capture mode here? By default, by default, it will be on order placement, but we can change it to on order placement slash approval.
0:55:59 So what that means is it will go through on Placement, if there's no products that are needing approval, if there is approval required, it will keep it in that requiring authorization or authorized, but requiring approval state.
0:56:14 In addition to this, you do need, um, your approval workflow settings enabled. So again, there's loads of stuff on the academy, uh, on actually enabling this, but In my particular example here, I've got my simple workflow enabled, and I've activated approval on just one particular product.
0:56:39 So, I can find the right one, approval based workflow. I've got my approval for a particular product, and I've got an approval there.
0:56:53 Essentially, that's all you need to do. So now when somebody goes through the payment flow, if that product is ridding the basket, it means that you're still capturing the information as normal, the user experience will be the same from the front end, but it will be captured in that authorized section
0:57:09 until that approval takes place. So let's have a quick look at that. If I go to approval based, Payment flow.
0:57:30 You can see I've got approval required for that particular product. I'm just going to proceed through my check out. I'm just going to put in some card details.
0:57:52 I think you've got to use relatively realistic ones. I'm just going to hide that for a second. Not all I'm going to put in is that information.
0:58:15 Um, okay, well. Okay, so this is the page you would get. My card details I've got on file here are not working at the moment, so I can't proceed through.
0:58:30 But you know the process, you put your payment details and you place the order. And how that would actually come through is what I showed you earlier on.
0:58:37 So within the sales section of your inferior admin, it will be in there as, um, authorised. Within shared print operations.
0:58:47 It would appear as. I can remember which product it was. This is where it all starts to fall apart now.
0:59:32 There. So it would come through into shared print operations as awaiting approval. So basically it's on hold. Nothing's going to happen at this stage.
0:59:40 Um, but as the approver, if I go in and just look at my. Standard approval page, which again, I'm sure many of you will be familiar with.
0:59:51 I've got the ability to go in there, sort of review the job, decide if I want to go ahead with it and then approve or reject.
1:00:00 And then that will release it. So once you've actually gone through that stage and made any changes and approved or rejected it, that will then release the order and we then go to our sales.
1:00:14 Instead of authorised it's now saying, paid. Okay, looks like Duncan was right. I've got a couple of things left and I've hit for a clock.
1:00:30 Apologies if anyone has to leave now. It should only take a few minutes to go through the final two. So.
1:00:44 Another thing I want to show is responsive tables. And in the interest of time, I think the easiest way to show you is just with this little example I've got here.
1:01:00 So there is an option in the email message template settings, which is these responsive tables, we just recently added. The reason this was added, Is there was sometimes a case where our standard sort of table layout for the order information.
1:01:18 Might have got a little bit crowded. If you were viewing it on a mobile screen or something like that, your mind had got things going on to multiple lines.
1:01:26 It didn't look that tidy. So it required a rejig of the actual table format. But all you actually need to do is put on this responsive tables option here within the email message template settings.
1:01:40 And what that will do, it just makes it a lot more mobile-friendly or small-screen-friendly. So instead of viewing it all kind of horizontally, if you've got information in there which doesn't apply to that particular layout, it just makes it a lot more vertical-oriented instead and much easier to use
1:01:59 . In that same capacity, if you are using this updated responsive table, you have the ability to show multiple images. So you can show two images at once rather than just one on the table.
1:02:12 So if you do want two reference images, you can include that in your updated table. And this applies to whenever that order information table is sent out as part of your mouse.
1:02:28 Okay, hopefully that's enough context on that's just to confirm where that is found. Email, message, template, settings, responsive tables, and then if you want to be called to those product images, you've got some options down here.
1:02:48 And that's about it for that one. Alright, so the final section here is more talking about, well, it's me talking rather than showing you, It's just various enhancements that have been made to different, uh, connect plugins, um, that we have available.
1:03:11 So I'm not going to go through these in a massive amount of detail because then much more niche scenarios, different people use different plugins.
1:03:18 However, we've made updates to Serb, uh, things where we can control the, like control the data out much greater control over how the data is displayed in the relevant pages that gets information from Serb.
1:03:33 Made several changes to the label tracks plug-in, uh, in terms of like partial shipments, fallback IDs, just bits and pieces to make it a bit more complete.
1:03:45 The biggest updates were probably from for the PrintIQ integration, so there's more content on this on the Academy if you're a PrintIQ user, um, but we have given the ability now to do order first and then provide artwork later.
1:04:01 So if that is something which is relevant to your flow, so you want jobs to go straight into print IQ, even if you don't have the artwork straight away, we now provide that option.
1:04:11 Um, and we were now allowed to buy directional cancellations as well. So rather than just relying on one system to do status changes, such as job cancellation, you can now do it both ways.
1:04:23 So if you cancel it from infigo, it will cancel it in print IQ. If you cancel it in print IQ, it will cancel it in infigo.
1:04:29 There are certain caveats to that, certain scenarios that are not currently supported with print-like use API, which are shown in the documentation for certain scenarios.
1:04:41 Then a couple of changes for magento, and some of our connect plugins, we also allow now to do self-signed SSL options.
1:04:52 So this is a toggle which you can use to ignore certificate validation. Um, but it is very important that this is only used for trusted endpoints.
1:05:02 It shouldn't just be a default to turn off that validation. And again, there's more information on that on the, um, on the academy.
1:05:12 Okay, so I think that is about it. Hopefully that's provided a lot of information on what the main things that we've deployed over the past few months.
1:05:20 There are additional things as well, which you'll find in those, uh, what's new articles. I really hope there's something in there which everyone's found useful and might consider putting into their own platform.
1:05:32 If you do have any questions, please do put them in the questions panel. We'll stick around for a little while.
1:05:37 Otherwise, I hope you found that incredibly useful and we'll speak to you on the next webinar in approximately six weeks' time.
1:05:45 Thank you very much.
