0:00:05 Hello everyone. Welcome to today's webinar. Uh, before we begin, can I just do my regular check once again, please? If that's okay, just make sure that everyone can see me, hear me, and see my screen.
0:00:18 Someone could just tell me in the chat, that would be great. Brilliant. Thank you very much. Okay. Okay, cool. Right, so what we're going to be covering in today in this webinar is it's called the Time Saving Toolbox.
0:00:46 I hope with names fairly self explanatory but I'm going to focus on different areas of the infigo software which you may know about already, you may not know about already, hopefully you don't, so we can actually get you to save time on this storefront set of process.
0:01:04 So things that will just slightly automate the process or just make it a bit more streamlined and less manual. The way I'm planning to do this is to just, as I've done with the last couple of webinars, just to rapid fire quite a few different topics at you as we're going through the hour because there's
0:01:21 a quite a lot to cover. And then I'll provide you with some additional content if you want to look into any of the particular topics in a bit more detail.
0:01:29 So hopefully you'll find one of more things which is particular useful to you you, when you can implement into your own storefronts.
0:01:39 So the webinar today will be about an hour in duration, could be a few minutes less, could be a few minutes more.
0:01:45 And today I'm joined by Harrison from our support team, who will be looking after the chat for me. So if you have any questions, please do ask them in the chat window, which will find somewhere that on the live storm screen that you're using.
0:02:02 Harrison will try his best to answer them in line, but we'll take any questions away, which we can't answer straight away.
0:02:14 Okay, right, so first of all, let me share these resources with you, which go alongside the webinar. So we'll try something here I've never tried before.
0:02:27 So it's a promoting link. Let's try that. No idea if that worked. I might copy the link into the chat as well just in case.
0:02:39 So this is just a page on the academy which will support or will have the video on there as well once the webinar is concluded.
0:02:50 But if you scroll down on that page, you'll find as well that it has a lot of additional sections in this accordion here which is all the topics we're going to be covering today.
0:02:59 So you can see there's quite a few that we've got to get through. These will contain a little bit of information on the topic, very minimal information, just to give you a brief understanding of what it's about.
0:03:13 A lot of them will have these little drop-down menus here where you can actually see a little bit about the context of how you would apply things in that.
0:03:22 And then more importantly as well, if you are interested in any particular topics, there's links on these individual sections taking YouTube or the areas of the academy where you can find out more about that particular topic.
0:03:41 Okay, so I think that's everything in terms of the housekeeping, so let's get started with our main content. So as you look down that list of topics we're going to cover, it's things which cover a vast array of areas within emphiego, so some things will be on the purely on the back end, so your customers
0:04:00 will never see it or it's to do with setting up products or customers, and there's some things which are purely on the front end as well, so ways to speed up actually generating content for your site and that kind of thing.
0:04:20 Some thing might leverage low cost mainstream AI tools, things like chat GPT, which is the one I use or Gemini or Microsoft Copilot, just throwing a few ideas out there as we go through as to how you might be able to utilize these mainstream tools to assist in the speeding up of your store from building
0:04:41 process. So I'll mention this on quite a few of the topics I'm going to talk about today, but the main focus is on the infigo aspect of them.
0:04:49 If you are quite interested in this topic, I'll talk about it more at the end, but I'm planning on the next webinar being on around this topic, utilising mainstream AI tools, and there's an article there that you can link to and have a read up as well if you're interested.
0:05:07 Okay, so let's have a look at the first proper topic here. So we're going to start off with a few importing tools and bulk importing tools that we have available.
0:05:18 So there's various areas of the software where you can utilize excel sheets or CSVs to actually bring in bulk amounts of information rather than having to create everything manually.
0:05:33 I'm pretty sure most of you have probably tried to create customers manually, create products manually and whilst the interface is brilliant and it can all be done and easily done, it can be a time consuming process.
0:05:44 So anyway to speed this up is often more than welcome. Let's start off with the customer import and how that works.
0:05:55 So here's the general process before we dig into an actual demonstration of it. All you're basically doing is downloading an empty template that we provide to you.
0:06:03 That will give you the correct format of CSV that infigo requires. You can then add new rows to this or modify or import and then modify existing rows to populate the new information, the new customers you want to create.
0:06:22 And then you can bulk upload those CSVs, so they actually add new customers to your storefront on mass rather than doing it one other time.
0:06:32 So let's take a look at this. I've got a very messy but very useful storefront I've made to go alongside this particular webinar.
0:06:42 So on its own, it will probably make absolutely no sense, because there's just bits of things here there and everywhere.
0:06:47 But it's got a lot of examples related to this particular webinar. So I'm going to start off by going into my admin area, going to my customer management screen, CSV imports.
0:07:04 And then you'll see here that we have the ability to download a customer template CSV. Now, unlike other areas where we can download templates, this is not a pre-populated template.
0:07:16 This is not going to contain your existing customers, this is just an empty template you can download and then subsequently populate.
0:07:23 I will mention before we really dig into this, by the way, that I think most of you on the call, most of you on the webinar are probably regular to this or fairly experienced in infigo.
0:07:34 So I'm not going to be sort of dwelling on the on the on the basic concepts on the fundamental concepts.
0:07:41 So I apologize for those that are newer to emphigo. If you are still awaiting your training or undergoing training, we can talk about these things if you like, but my main focus will be on just the focus topics.
0:07:57 Okay, so download customer template CSV. That will give you a nice blank template that you can utilize with one sample row already put in there.
0:08:09 I'll try and make that as big as I can. Now, that will have loads of different rows to do with loads of different information available about the customer.
0:08:18 It can be address information, names, user names, emails, passwords. and you can put additional addresses in there as well, custom information that's assigned to the customer, anything that you've got specified in your actual system or you can specify on the main customer specification screen, you can
0:08:39 put in here and then it will automatically populate. So this is the exact format we need. All you're doing is adding some new rows to this particular sheet.
0:08:51 So something like this, for example, which is a automatically populated one, and then you're just going to re-import that into your infigo system.
0:09:09 So come back to your CSV import, click on the import screen, locate the CSV and then just upload it. That's all you need to do.
0:09:18 That will automatically create your customers. If there's any problems with it, so if there's any particular rows that can't be uploaded or there's any particular errors, it will give you a nice, concise report on what exactly those problems were and you'd be able to modify those and make the changes
0:09:38 and try to upload it again. I will mention as well that you don't need to fill in every single field on this form either.
0:09:46 So you'll see that some of them are empty. Racking my memory here, but I think the main thing you'll need to include is an email and a password.
0:09:58 So an identifier and a password. Maybe not even a password, but everything else should be modifiable. Good question about the phone numbers.
0:10:10 It's just because I opened it up in Excel and I think it's using scientific notation. but it should just a normal phone number in there will work absolutely fine.
0:10:28 Okay moving rapidly on so a very brief note on how we might utilize our mainstream AI tools to to do this kind of assist in this kind of process and this one you'll find gets repeated quite a few times.
0:10:41 If you've got hundreds of different customers, and a lot of different information, but you need to transfer from your existing system into infigo, chances that we have it in exactly the same format in both systems is very, very unlikely.
0:10:56 So why not utilize these AI tools, which can be free or very low cost, to just reformat that information. So you could just say, for example, So here's the format the data needs to go in.
0:11:09 Here's the data I have, translate all from one to the other. You should be able to do it 80% of the way at least for you.
0:11:17 You do some final tweaks, and it saves you a bunch of time. OK, very true with the customer information. If you are using one of the AI tools, do see what it does with data information, data privacy.
0:11:40 So product CSV and import. So this one is a little bit more robust, I'd say, than the customers. So if you actually export this, if I just go to catalog products and product management, I have the ability up here to export this to Excel.
0:12:04 And this isn't just an empty template. This is my complete product database. So this makes it very, very effective if I want to either edit products or add new products.
0:12:16 So if we've got our existing products in that database already. If I open that up, all of our existing products are in there.
0:12:32 If we want to make some sweeping changes to those products, like a general update to pricing, a general update to descriptions or something like that, we can just modify the existing roads.
0:12:44 And as long as you don't change the main identifier, which is over here, the product ID, then once you re-upload it again, it will just update the product that you are working on or that you've modified.
0:12:55 Equally, you can add new rows to here as well. So if you want to create new products, leave the product ID blank because it will create one of those automatically when it creates the new product and then just fill in all the other elements of the product that you wish to complete.
0:13:12 Now another thing that you can do within here, I've got my example. So I've just got one row in this one as an example.
0:13:29 If I scroll right to the end of this template that we've downloaded, we've got some columns in here which are surplus to what you would find on the default that you download.
0:13:40 But these are an amazing way to save loads of time. So a few examples of the things that you can do in here are if you're uploading or utilizing additional resources, which are somewhere in your storefront.
0:13:53 So for example, you can automatically specify attributes to your products. You can specify product imagery, which can be one image, you can be multiple images.
0:14:03 You can specify whether there's a downloadable asset with the product, a sample download, and a few other bits and pieces you might be able to utilize as well.
0:14:13 Now, as I mentioned, these aren't in the default template that you download. You just add these columns in manually, and there's stuff on the academy showing you exactly how to do this.
0:14:24 I'm actually going to try and import this into my storefront, but as we all know, demonstrations rarely go to plan.
0:14:34 So if I just go to import from Excel, I'll choose my associated file. We're going to link it to a particular upload folder which is where a lot of my imagery is stored that's associated with it.
0:14:57 And again, more information on that is in the in the tutorials. And then I'm just going to go ahead and import that.
0:15:05 Now, I have already tried this one before on this storefront, so I'm hoping this does work and it doesn't get confused because I've done it twice.
0:15:22 There we go. So that's the product which are just created. So it's my batch upload product resource. And what we can see is that I've pre-specified loads of information on that particular product.
0:15:34 From basic things like what type of product it is, the name of it, various descriptions, but also some of these more advanced features that we were talking about.
0:15:43 So things like the ability to upload multiple images as part of that upload process. things like, if it is a static PDF, you can specify what the PDF is that's attached to it.
0:15:55 So it just speeds up the entire process if you can mass-specify all of these capabilities. Now this is another one of those areas where you can utilize AI potentially.
0:16:14 and this would again be one of those where you might want to reformat information. So, if you have product information elsewhere and you need it in a figure format, maybe a bit less problem with data privacy on this one because it's just product information.
0:16:27 But, again, you could use it to reformat the information in a way that you need. Very quickly going through this next one, we have access permissions, scopes, and targets bulk import.
0:16:45 So I want to do this quickly because it's a very similar process. But for those Those that have experience with setting up access permissions.
0:16:59 Now, you might have found that it was quite a simple process. Maybe you don't have that many commissions to control.
0:17:08 Maybe it's not that complicated, the system you're looking to implement, which is fantastic. And doing it manually in that respect can probably be the fastest way to do it.
0:17:17 However, there are scenarios where this access permissions functionality and the requirements that you have can get very, very complicated. You might have lots of different scopes, lots of different targets, and then create rules associated with those which are, they've got different weightings, and
0:17:37 they apply to different categories into different individual products to different departments, the different individual customers. and trying to figure out and create all of those manually can be somewhat of a laborious process potentially.
0:17:54 So we've got the import capability in here as well which works very much in a similar way to what we saw with previous ones.
0:18:01 So scopes, targets, stock management, and rules as well, although we noticed that there's a small problem with this, we're soon to be rectified, all have this ability to export and reimport again.
0:18:15 And it's just a case of clicking on the relevant export button. That will give you a populated template of what you have there already.
0:18:24 You can add some new rows into there with the scope ID left blank because that'll be specified automatically. And then reimport it again.
0:18:33 And again, it's just giving you the ability to save a bit of time by mass creating these rather than doing it one at a time.
0:18:47 So in terms of using AI with this one, I think it can be done quite creatively potentially. So let's say you are using one of those incredibly complex setups for access permissions.
0:19:00 If you're looking at various different weightings and category setups and product setups and all this kind of thing, it could be quite tricky to figure out exactly what it's doing, especially if it's a storefront that you've just been handed or if it's something you've not worked at for a couple of years
0:19:17 . So one thing you can potentially do is actually use this to understand how your system is set up. Now this is hypothetical, I've not actually tried this yet but I don't see why not because I've done stuff similar.
0:19:32 But what you could do is you could feed your AI system information as to what infegos access permissions are. So just give it a link to a tutorial.
0:19:42 So it's got the context. Then feed it information on what your particular permissions that you've set up are, what your scopes and targets are, and what your rules are.
0:19:53 And it should be able to take all that into account and figure out what the different weightings are going to do, who has priority over who and that kind of thing.
0:20:02 And hopefully give it to you and give the answer to you and quite a visual representative and useful way. Food for thought, potentially.
0:20:16 Next on our time-saving list is one which most of you probably know about already. We're going to work here at Product Groups.
0:20:29 So Product Groups are just ways of grouping basically the the technical details of a product together. So things like the attributes that are specified, the pricing, the stock quantities and behavior, the tax information, all that, which is, well, most of which, which is normally found under your product
0:20:49 variant settings, which I'm sure most of you will be familiar with, you have the ability to transfer most of those to a product group, where you can assign multiple products to that group.
0:21:00 And what it means is that that information from the group will propagate down to all of the products within that group.
0:21:10 So let's take a look at that, very quick example. So I'll start off by looking at one of the individual products so we can see what happens.
0:21:26 If I go to my product variant and to edit, now most of you will be familiar that this is where you put things like the pricing and the tax and various other things.
0:21:36 But you'll see that the amount of options we've got now is a lot lower, is a lot smaller. And that's because this one is within a particular product group.
0:21:48 And that means a lot of its options are being controlled by that product group. I can go directly to its contained product group here.
0:21:56 And then you'll see a lot more options which you might be more familiar with from that previous screen, so things like attribute selections, pricing, and all the stuff I've mentioned.
0:22:07 How this saves your time, you can, if you need to make any changes, you can do so on this one particular area, and it will propagate down to all the things contained within it, rather than you having to make the individual changes on individual products.
0:22:30 All right, this one is a very quick and very simple one, which I'm pretty sure most of you are aware of this file include for completeness sake.
0:22:39 So it's just the ability to actually copy or clone products and entire categories within the same storefront at the moment.
0:22:49 So very, very simple. If I go to either a product or if I go to a category On the top right you'll have the ability to copy that particular element.
0:23:06 It might give you some additional options. With a product, it's nice and simple. It's just saying what you want the new product to be named if you wanted to contain all detailed information.
0:23:16 With the category, it's saying whether you want to include products in there with it, whether it's published, if it's got parent category.
0:23:24 This saves you time, because if you're going to try and, let's say you need to replicate an entire category, which has only got some slight variations from an existing one that you have, all the same with a product.
0:23:35 You need a product, you need a new product, which is very, very similar to one you already have. It means that you can save a bunch of time just by creating a carbon copy and just modifying it to the extent that you need, rather than just creating it from scratch again.
0:24:04 OK, the next topic is talking about tokens. And these tokens, which you can see with an example of down here, you'll find that they're available in various different areas of your emphego platform.
0:24:20 So you might find them in email templates, content templates when you're creating those editable content. So things like your header, your footer, that kind of thing.
0:24:32 What these tokens are is the ability for you to bring in dynamic data. So rather than just including static data into your system, which then if it changes you would need to manually change, you can bring in this dynamic data which populates as and when it's needed.
0:24:53 Now in some ways this is more of a necessity than a time-saving thing. So for example, if you're making an email template, you might have to have the order details on there.
0:25:04 That's not gonna save you time, it just has to be done. But let's say the certain area is where you want, there might be settings which are controlled elsewhere in your Figo.
0:25:13 So I've got some examples of it here, things like what the current time is, what the storefront name is, utilizing the logo and that kind of thing.
0:25:23 You might have those scattered various places around your site. And if you weren't utilizing the token, it means that if you needed to change that logo, or you needed to change the storefront name, as it was written, then you would need to do it in every single place.
0:25:43 But if you're using the token, it means that you can update it in its one associated setting, and then it will propagate to all the different areas it's used on your site.
0:25:55 So let's just take a quick look at that in action. So we'll start off by showing how exactly you put these in.
0:26:10 I've got page a month. Okay, so on a lot of pages, if you scroll down to the bottom or an email template, it's down on the right hand side, you will find a lot of these tokens, there's a lot of them.
0:26:38 When these are all the things that you can include, contextually in that place. So what you might find is if you're in the email template, you have a different set of tokens available, but if you can get the homepage, for example, because some of them and won't be relevant based on where they're going
0:26:53 to be shown. All you have to do is click on any of those and it will copy it, and then you can put it anywhere contextually in that system.
0:27:03 So for example, I've been making a content template here. On all I've done is put my tokens in there, including the percentage symbols.
0:27:14 It needs those to actually recognize it. And wherever it sees those tokens, Whenever it actually presents that, so on the front end or as part of the email, it will replace that information.
0:27:27 So for example here, we can see that we've got a bunch of tokens in our setup. That includes when we're looking at things like the logo as well, so we'd need to have that actually wrapped in HTML, and you can see that I've got that in there.
0:27:48 And when we actually look at that on the front end, we can see that's all been automatically populated, and there's no sign of the actual token string itself.
0:28:05 Okay, that's been cut off, that's not good. So another way in which you could potentially utilize AI to expedite this process of creating this content.
0:28:18 So, a lot has been said about using AI tools for creating written content. You can often tell it's written by a robot.
0:28:28 It's not that good, however, creatively you prompt it. However, you can effectively use it as a first draft solution. So for example, let's say you're writing your email message templates in the infigo system.
0:28:50 You might need 20 different templates to be able to run on your particular storefront. And so right all of those manually could be a fairly good warriors process.
0:29:01 So one time task, but it could take a while. But why not get the AI tool to actually create those first drafts for you?
0:29:07 It will do 80% of the work, and then you can just tweak it as necessary. How this works in conjunction with your tokens, if you feed into the AI solution, all of the tokens that you have available, so literally just copy and paste the token list.
0:29:24 From here, for example, in the vast majority of cases, it will be correctly able to identify which tokens represent which information, and can include those as part of your first draft, as the thing it creates for you, again saving you a bit of time without you having to go and find them and replace
0:29:43 them manually. Okay, right, I'm getting through these quite quickly. I hope I'm going slow enough that everyone is getting all the information that I'm trying to put across.
0:30:09 So next we'll look at HTML content blocks and page layouts. So, very good point, Kat. So I think many of you will know about the ability to utilize different page layouts within your infigo system.
0:30:32 So what this basically does, it gives you the ability to choose from a list of layouts that we have available on the page and I'll demonstrate this in a moment.
0:30:43 Select one of those layouts and then you can add new elements to that particular page into various different containers. So for example, you can add a shopping cart element into the top container or something like that and it will add it to that page.
0:30:59 Now, this is useful as a time-saving approach because what will happen is when you choose a page layout on a product page or something like that, that layout is shared amongst all pages of the same type in the vast majority of cases.
0:31:17 So, for example, if you start playing around with the layout of a product page or a content page or something like that, that layout will then apply to all of the product pages or all of the content pages.
0:31:30 So you can just perfect one of those and then it will utilize it again and again and again saving you some time.
0:31:43 So let's have a little look at that initially before we do anything else. So I'll just play with my homepage a little bit just to show this.
0:31:57 So when you're logged in as an administrator, if you look on the bottom left of your screen and your end users won't see this, it's only if you're an admin, you'll see these two little buttons here.
0:32:09 The one on the right will cover later on, the one on the left is to do with the Layout Manager.
0:32:15 And again, there's more content on this on the academy of your new additional content context. What you can do is choose from this predefined list of layouts that we give you.
0:32:28 Some of them are pre-populated. Some of them are just kind of blank ready for you to actually do something with.
0:32:36 So if I go to, I changed this to one column C, for example, which I don't think I'd utilize much elsewhere.
0:32:49 You'll see we've got a certain format of things included. And if I go on that option there again and go to toggle layout mode on the right-hand side, we can see what elements are contained on that page.
0:33:02 So I've got the header module, which is controlling my header showing. If And I can modify that as and when I need, if I need to put new elements on which will then propagate to all similar page types.
0:33:21 So for example, if I want a different footer, I can go here and say select the container I want to put the footer in, which is the footer container.
0:33:33 Select the module I want to enter, so in this case I'll do another type of footer that that we've got, and then add the module to Container.
0:33:45 That adds our secondary footer. I can get rid of the original, and that will then propagate to all of the same page types.
0:33:56 Now, another way in which you can use this is in conjunction with HTML content blocks that we provide. So, empathy content blocks.
0:34:10 So, I don't think this is massively widely known to be honest. So, if I just go to the editable content area, if I scroll down, you'll see here I have a range of HTML content blocks and the description there is that these are a multi-content block which can be used for anything and you can create additional
0:34:34 ones as well I believe. So these are in everyone's system and they're empty to start with and you can populate these with rich text, with code, with content templates, whatever you see fit, but you can then utilize them in your page layouts.
0:35:00 So, for example, if I go here, let's see, where have I put that? Too many pages open, one second.
0:35:40 Okay, so I've gone on one of my product pages here, and in my example, if I scroll down to the bottom, you can see there that I've got a module included in my layout, which is just done by going to the same thing we've talked about, so choosing a container and then choosing one of the related modules
0:35:59 , so our HTML content block, and then adding that in. So then whatever you've put in that customized area will then be automatically propagated onto every single instance of that page type, so if you put one into a product page template, the content will be shown every single time.
0:36:19 So if you've got some boilerplate text or something which you want to put in over and over again, terms and conditions, delivery instructions, stuff like that, one way in which you can save time is by doing it this way and it also means that if you need to update it, you only have to update it in one
0:36:34 location rather than and repeatedly updating it in various different places. Okay, hopefully that's a good overview of that one. Now, following on from that, that I want to talk a little bit about CSS override for global styling.
0:37:09 So some people use the CSS override quite a lot, some might not. It's a way in which you can apply CSS in one location on your storefront, and then it will apply sitewide.
0:37:25 And you can make it so that stuff in there to focus target one particular location, one particular box on one particular page, for example, or you can make it so that it propagates information to the entire site, for example.
0:37:40 So if you want to customize your header a little bit more, you could do it in CSS override. And then it will show on the header, everywhere the header is shown, for example.
0:37:51 So, I've got some examples of it here in these little screenshots. This actually refers to that HTML content block I was just talking about a moment ago.
0:38:02 So the actual styling that we saw on there actually comes directly from the CSS override and it actually means that I put it once in the CSS override and then it will automatically we show absolutely everywhere, the named elements of the code are required.
0:38:24 So rather than having to put the style sheet on every individual page, for example, you could just have it in the one location, the CSS override, and it will be used everywhere if necessary to use.
0:38:36 So the example I've got here. If I look at what that was like before putting CSS in the CSS override, it was just plain text, it was a plain paragraph, there was no styling or anything like that.
0:38:52 If we then go ahead and apply our CSS to the CSS override, which I'll show in a moment, that automatically means that with a simple refresh, I get that styling to everywhere that particular element is shown on my site.
0:39:08 And that's just a simple example of course. So if I go to my admin area and go to CSS override, this is the area you would apply this.
0:39:27 It's simply okay, you won't be able to see this this one here. I think this is an admin only, but you should be able to see this upload a new CSS file.
0:39:39 If you've not got anything in there at all, just add your CSS to using visual studio code or something like that.
0:39:49 Again, this is another place where AI is great. AI is fantastic at creating code. So if you're just making some basic changes and basic amendments, you can get your AI tools to generate CSS for you if you're not familiar with the language.
0:40:02 We can say just upload that file, or if you've already got some CSS in there, you can download the existing file and then amend it and upload it again.
0:40:16 And that's basically it's on that one. Now what I do need to make clear. If you do start playing around with custom coding, wherever it's used in the system, but CSS override is a primary one.
0:40:30 Any that you do you are responsible for because it's custom code it can't be supported by infigo support because it could go in so many millions of directions it's not covered by our support charter.
0:40:45 So do use caution when you're making custom CSS changes. So, the next time saver I want to show you is the generic pricing script.
0:41:05 So, we have various different types of pricing available for your products in Figuo. So, you've got basic pricing where you just do a static price.
0:41:12 You've got tier pricing, which is set up in the actual user interface itself. Pricing of various other forms from various different types of products as well.
0:41:26 However, we also have the ability to put in pricing scripts, which are externally created content, which you can then utilize in your Enfigure Storefront.
0:41:36 Two main forms of this, you've got custom pricing scripts, which are completely code-driven in most cases, or you've got one which we already provide to you, which is the generic pricing script.
0:41:47 And the way these generally work is you provide your Enfigure system with a large table of pricing. as large as it needs to be and then it will utilize that table in the background to actually pull the pricing into your product.
0:42:02 Now the way in which using this can save you time primarily comes in the fact that you can utilize the same pricing script on multiple products.
0:42:12 So if you have the same pricing system, the same prices, the same tiers and that kind of thing across multiple products, you can assign that one pricing script to all of those products.
0:42:26 So rather than having to repeat it, you're just using it once. It also gives you the ability to do very simple and quick updates.
0:42:33 So if you need to change your pricing structure for whatever reason, all you would need to do is make any amendments to that CSV, which is working in the background, which I'll show you in a moment, re-upload that into the system, and that's it.
0:42:47 The system and the pricing it drags in will now will update based on that new information. I've just seen there a question that suggests that tier I might have misunderstood the question, but tier pricing is not available in pricing scripts.
0:43:06 I can say that it is available in the generic pricing script, you can utilize tier pricing which I'll actually show in an example here if I've understood the question correctly.
0:43:24 Okay, so I have an example pricing script here which I'll show you and an example product. So what we've got in our product is a few simple attribute selections.
0:43:48 We're keeping this quite constrained, although you can have as many attributes and as many different options in those attributes as you need.
0:43:57 And what we're seeing is that as we update this. This pricing is updating as well. And in this case, we've also got it tied to the tier pricing as well.
0:44:08 So if I change this to be a hundred, we can see there that because of the information I've got in the background, the actual unit price is dropping because we're buying more.
0:44:18 So we're giving price breaks. How this is actually working in the background. Let me just open up a CSV. So something like this.
0:44:43 So you don't need all of these columns. There might be more columns. There might be less. You can split it out into various CSVs.
0:44:50 There's loads of stuff you can do, all of which is noted on the academy if you want more context. But fundamentally, what this is doing is just providing a grid of information in the background, which the infigo system is using to call the price.
0:45:04 So if I use that CSV, I would go to an area in my infigo system called global additional data, which if you can't access that straightaway, you may need to request it from the support team.
0:45:18 Or below the CSV into there, then if we go to the product We want to attach this to all we're doing is specifying that we're using the generic pricing script, putting some config in there, which is probably a bit scary if you're not familiar with it, but it is actually a fairly straightforward configuration
0:45:50 on this one, just to specify which information goes where, and then that's it. It's just going to call in that information.
0:45:59 And what we can see as a result, so I've got a little script on here which is just identifying which row is being utilized in our example.
0:46:12 So if I scroll down, I've got my entire CSV copy in here and we can just see which information, which row that's utilising.
0:46:20 So for example, if I choose a different quantity, let's say I want to buy more and get a bit of a price break, I can see my price there is dropped because it's using a different row in our CSV.
0:46:34 And again, just as a reminder, this gives the ability to save loads of time in that it can be assigned to multiple products and that you can get very quick and simple updates.
0:46:59 Okay, what have we got next? Right, so next, and now I think this one is fairly little known.
0:47:15 We'll talk about custom content templates. Now this is a really powerful feature, especially if you do have some experience with HTML, L, CSS, JavaScript, and of course you can utilize AI tools again to generate this for you as I have on mine.
0:47:35 But what this basically allows you to do, to talk about the basic process, it gives you the ability to create a reusable template over and over and over and over again.
0:47:48 So, for example, let's say that you want a repeatable format for your product page. You are the web developer that's working in a particular company.
0:48:00 So you're going to write the HTML on the code that creates that content. But you don't want your general administrators who are creating the product to be able to see that HTML or to modify that HTML.
0:48:11 So, what these content templates, custom content templates allow you to do is to make some boilerplate code in the background with some dynamic placeholders, I'll share in a moment.
0:48:22 You can then give your general administrators just the ability to fill in those placeholders rather than having the entire code to play around with.
0:48:34 And what this means is that you've got an exactly repeatable template over and over again and with just certain elements of dynamic information, and it just makes it super easy to create new content and to update things as well, because you can just go in and modify that custom content template if you
0:48:51 need to make a change, re-save all your individual products, they're using it, and then the update will be propagated. So let's take a look at an example of this one.
0:49:09 So I hope that's not too small, but just to sort of show where that comes from. The first step is the actual creation of the code and creation of various placeholders where this dynamic information is going to go.
0:49:25 Now this is a very difficult one to explain because there's a few different steps. So please do bear with me.
0:49:32 If I go to content templates, again, you may need to request access to this, if you've not got default access.
0:49:43 And you can create new templates on here as well. Any default one, which is already within the system, you won't be able to modify.
0:49:58 Okay, within here, you're putting in your boilerplate code. So this could, as it is from mine, the AI generated or if you've got the skills within house, you could make this yourselves.
0:50:11 But then in various locations within this boilerplate code, you want that dynamic information to be input. And this could be where you want to upload a custom product description or a customized inline image or a particular sample download file or something like that.
0:50:29 So it can't all be completely static because otherwise there's no point having the different pages. But we need some level of variable information.
0:50:37 So what you'll see is that I've got my static mark up here. But then every now and again, you'll see that there is.
0:50:47 In the same format as our tokens, there's a placeholder in there. Every place is a placeholder, which is specified in these separate sections at the bottom here.
0:50:59 That will mean that when this template is being used, it is a customisable element, so it could be text boxes, it could be images, upload files, and then also something which we call a repeater.
0:51:12 So this allows you to create a repeatable body of code and subsequent fields over and over and over again. So this is the first step of creating it, which we're generally done by someone with a bit more coding experience.
0:51:29 Once that's done, that can then be handed over to your, let's say your your general product builder. So we'll go over to too many pages, too many pages.
0:52:11 Where are you? Oh, it's a content page. So I created that template to be applicable to content pages. So, this could be additional pages on your site like contactors about me, terms of conditions, whatever you need.
0:52:43 All I'm doing when creating this is if I switch to my content template editor, I then get the ability to select that custom template that we've just created.
0:52:55 And then from a product builder perspective, all you're actually seeing as relevant inputs is things which are dynamic using those play told us.
0:53:05 So for example, I've got image, I've got text, I've got wizzy wig, I've got file uploads, and then I've got these repeaters here where I can add new elements of it, but each one will have its own individual inputs.
0:53:22 So in terms of my product builder, I don't need to access the code. I don't need that information. I get there's no chance to be messing it up.
0:53:30 I'm just putting the information in that we need. And what this means in terms of the front end is we get a consistently structured page with just those various elements of variable data.
0:53:46 And there's a little script running on here which is identifying different areas of this particular page which are being replaced.
0:53:53 So we can see here that it's a nice combination of static boilerplate text which might not need to change and variable information that's been input.
0:54:02 It all just gets fed into that HTML which is working in the background. And using this system, you can put in HTML, you can put in CSS and you can put in JavaScript as well.
0:54:42 Okay. We've got far too many pages open. Right, it looks like I might go over by a few minutes, so I apologize if anyone wants to jump off, but the recording will of course be available.
0:55:01 Okay, so 10 point sets, this is just another way of very quickly duplicating content within your storefront. If you've got something which you need to be repeatable, but it's done in a slightly different way, it's just a different option for you.
0:55:17 So, if I go, let's go to my homepage for this one, I'll have a look in there. So let's take a look at these token examples that we used earlier on.
0:55:39 Now, you might spend a lot of time sort of really fine-tuning the design of your content templates. So you might have a lot of complex information in there, you might have very carefully styled elements that you want to be able to repeat over and over again.
0:55:53 Now, we've discussed various ways you might be able to do that, but another way is to use template sets. This basically gives you the ability to save a particular part of your template to a database and then reuse that in different areas.
0:56:07 So, for example, I've got a section here which I can click on save set. So this is my home page section, let's say.
0:56:20 And now I'll be able to reuse that whenever the same scenario happens again. So whenever we are contextually able to use the same thing.
0:56:31 I could also dig down further so if it's not the entire section I want to save. I could save just different elements within that area.
0:56:39 So, for example, this WYSIWID here. Now, I'll reload them back onto this page again just for simplicity's sake, but do be aware that you have the ability to reuse those on different pages of the same context.
0:57:02 So if I go for load sets, you'll see that I have my options here. So I can go straight for home page selection, that's because I'm trying to load it within our top-level area, so it's expecting a section.
0:57:17 So I can't go straight in and put the wizzie wig in, it's not contextually correct, but I can put section in.
0:57:24 And because I save the section with all the stuff contained within it, it automatically gives me all of that information as well.
0:57:37 Okay. OK, so the next thing is a little bit different. Very briefly, we want to talk about Infigo Insights, which has our reporting capabilities.
0:57:57 So Insights is our advanced reporting tool. As anyone in the web-to-print world is aware, there's probably a thousands of different data points, at some point or another you might need to consider.
0:58:11 So you need to look at your orders, your customers, your products, and everything in between. Now in Enfigure we have a lot of different reporting capabilities to various degrees, so shared print operations can give you a good reporting overview, sales orders might give you certain information as well
0:58:32 , but the main powerful reporting structure comes from Infigo Insights. What these allow you to do is to create reusable reporting templates.
0:58:42 So you can create one template, which has all the information, all the analysis you need in one format. And then it is that, it's a format.
0:58:52 So whenever you refresh it, it will draw in the latest information. So it's always a live update of the information that you need, rather than you having to manually drag out different bits of information from different places to formulate the reports, whatever it is that you need to do.
0:59:10 So you have insights, you create the format and then you can just reuse that over and over again. Now the example I've got as an image here is just it's not complete in any way shape or form.
0:59:21 It's just trying to give you a good little overview as to what kind of thing it might be capable of, but you can drag an information from all your orders, your products, your login information, your customer information, various different data tables, merge that information together if you need to and
0:59:40 format it exactly how you need it into different tables, into charts, into graphs, a single values as tables, whatever you need.
0:59:53 And it is also possible as well to have those available within your infigo platform. So you don't have to go to the separate meta-based system.
1:00:04 So I use these on my academy storefront, for example, I just go to my dashboards here. We should be able to see metrics which have been drawn in from MetaBase without me actually having to go into MetaBase, so you can have them within the infigo platform itself.
1:00:28 Now creating those actual tables and systems is pretty easy. So MetaBase gives you the really useful wizards to be able to create these if you've not familiar with SQL code, so a step-by-step process of creating the data you need.
1:00:46 Alternatively, yet another very good use case for AI, potentially, in the fact that you can just feed it all of the available fields, so you don't need to give it any specific information, just the fields that are available, and then using those fields ask it to create SQL code for you, which is exactly
1:01:07 the data that you need. One prompt can create that SQL for you. That could also save you time in the fact that you don't have to go through the learning curve of utilizing and learning how to use the meta-based wizard system.
1:01:30 Okay, two more things, then promise I'm stop talking. So one is just another example of being able to quickly import things into your storefront.
1:02:04 So this time it's a dress book importing. So we have the ability, rather than you having to manually specify addresses on every individual customer and that kind of thing, we have the concept of address books, which gives you the ability to create individual books, which might contain thousands of different
1:02:21 addresses potentially. You can have multiple of these books, but of course doing that manually is going to be an absolute nightmare.
1:02:31 So we do have the ability to use import tools in here as well. So if I go to address book management, I'll try and get through this one quite rapidly.
1:02:48 So we have the ability to export as we saw with previous similar instances so that will allow you to actually export your existing both address books and the contents of those address books so you can modify them if necessary as well as create new ones.
1:03:06 You can create those new rows and then you just re-import that information into the editor and the wizard here and then that will just create all of those new addresses for you.
1:03:18 So what is important to be aware of here is that you do have those two levels. So you have the address books themselves, which are the overriding books, and then you have the individual addresses within those individual books.
1:03:32 So let me just show you two quick examples of those. Here is a potential CSV we might use for creating our actual address books.
1:03:47 So this one's very, very simple. it's just basically creating the folders that our addresses are going to be contained within, and then we have the individual, well then we have the individual addresses themselves, which might be much more complicated, so that could have full address details where that
1:04:08 address can be utilized and the address book that is contained within. So you see in my particular example I've got all these addresses going to one particular address book or you should be able to have it so you can have multiple different IDs in here.
1:04:21 So you could have one big spreadsheet but load it once and they've all get split into separate address books. All you have to do at that point once you've added those address books is to actually assign them to particular customers or to groups of customers via departments.
1:04:44 So if I go to one of my departments, which is groups of customers, scroll all the way down and you'll see there I have the ability to select address books.
1:04:53 I can select one of those save changes and then every address that's in that address book will automatically become available to all of the customers in that department.
1:05:09 one last one and it's very, very quick is the content overlay. So hopefully everybody knows about this one. I've mentioned it quite a few times, I think, just in case anybody doesn't.
1:05:23 This is this second button that we have down at the bottom when we were playing around with the layout manager and this is it's only going to save you a few seconds but it's a good sanity saver so rather than having to let's say you're looking at a product page on the front end rather than having to
1:05:41 go into admin go into the product list find a product and edit so a manual process of finding it you can just go straight to the relevant part of the backend and make your changes as you need them.
1:05:56 So for example if I'm looking at my content page that we made here, I can just go straight to this button here which is to edit that particular content page or if I want to edit particular elements that are on that page, I can go to this list here.
1:06:14 So for example I can go straight into modify their header, which is utilized on this page, or I can do the footer, or I can do the content walk too, which is what's been used here.
1:06:27 So that's not going to save you a few seconds, but it is a very, very beneficial one. Okay, let's put it here.
1:06:58 Okay, so I think that's more or less all I wanted to cover today. So I do want to wrap up by talking about the the next webinar.
1:07:10 I am planning to cover still associated with this time-saving tool box and I want to delve a bit more into how you might use this mainstream AI to build out your storefronts.
1:07:21 Not for specific things like customer information or product information or stuff, actually using it to do things like generate imagery, generate copywriting information, generate code and that kind of thing.
1:07:36 I want to talk about the, if you're not too familiar with using these tools, how you might create effective prompts, how you might problem solve with it, where to believe it and where to not believe it and that kind of thing.
1:07:50 And I want to show how you can utilize these mainstream low cost tools to be able to really speed up your store from creation because they are very powerful and very effective tools.
1:08:01 So I have already set it up. So if anyone is interested in registering for that, I will copy the link into the chat.
1:08:10 Now, more details will come on it as the time is. That will be in the start of August that we've run that one.
1:08:18 And I hope that will be of interest to people. So if that's something that you might be interested been learning about, please do let me know.
1:08:27 Yeah, we can work on it from there. So I think that's about it. Lots of rapid fire information. I hope it's been useful for everybody and not too jarring and I hope there's been some new things in there which you didn't know about before which you might be able to utilize.
1:08:45 The recording will be put on that page which I sent you the link for and all of those notes and links that are underneath it will still remain on there as well.
1:08:56 So that's about it. Hope it's been useful. Thank you very much guys for listening. I appreciate it and I'll speak to you next time.
