Show details for Products in Infigo (Iframe Core) | COREIF_005

Products in Infigo (Iframe Core) | COREIF_005

This tutorial explains what “products” mean in an iFrame (embedded editor) setup and why you still need an Infigo product record behind the scenes to open the correct editor experience from your own website or portal. It introduces the two common iFrame product types—dynamic (often MegaEdit, sometimes built from Invent templates) and multi-part/upload products—then shows where to find and manage products in Infigo Admin (Catalog → Products → Product Management), including using search and advanced search. The key takeaway is how to capture the Infigo Product ID (from the product screen or URL) and store it in your external system so each of your own product records reliably links to the correct Infigo product.

Tutorial Video Transcript

0:00 In this tutorial, we're focusing on products, but specifically what products mean for iFrame customers. Even though your end users design inside an embedded editor on your own website or portal, Infigo still needs a product behind the scenes.
0:17 Your integration has to be able to say, open this specific Infigo product in the embedded editor. Before we click on anything here, there's two common product types you will see in an iFrame workflow.
0:30 First is dynamic products. So these are most commonly edited in MegaEdit, so you might see them referred to in some as MegaEdit products.
0:38 And in many setups, the templates for those products are created using Invent, which is our InDesign plugin for building dynamic templates.
0:48 The second option is multi-part products, which you may see referred in some locations as upload products. This is where the user actually uploads a pre-configured PDF to your site.
1:02 Now we're not done We're not going to configure either of those product types in this fundamental series. The goal here is much, much simpler.
1:10 You'll know where the products live, how to create one at a very basic level, and how to capture the product ID that your iFrame workflow relies on.
1:20 After you finish this core series, we strongly recommend completing the relevant product build learning pathway for the product type you're actually using.
1:29 so whether that be MegaEdit, Invent, or Upload slash Multipart. into Infigo Admin and find the product list. But otherwise, we want to navigate to Catalog, Products, and Product Management or we can search for Product Management in the search bar.
1:53 Now this area is essentially your product database. Your first habit is just to get comfortable locating a product quickly. So you can search by name or SKU if you have that information available.
2:05 Alternatively, you've got Advanced Search here, which allows you to, uh, product type, category if you've put it in there, whether or not they're published, and so on.
2:16 So not so bad when you've got a few simple products, but when you start ending up with a lot more, potentially hundreds or thousands of products, the search tools become very, very now when your own site opens an embedded editor in an iframe, it needs to know which information and Infigo product are 
2:33 open. That means your team needs a reliable way to capture the Infigo product ID for each product you intend to expose to your website.
2:43 Now, this leads directly to what we call in product linkage. Now, it's recommended to maintain a storage system where you store the relationship between each Infigo product and its counterpart in your own merchant system.
2:59 In plain terms, your external product record needs a reference to the Infigo product ID so your system can consistently open the correct editor experience when a user clicks the button that you've specified In order to do this, we'll just go and edit one of our existing products.
3:17 And then very, very simply, all we need to do is scroll down to the bottom of the screen and you'll see the product ID detailed at the bottom for for that particular product.
3:26 Alternatively, you'll often find it in the URL as well. Now you may not want to do this. Do this one at a time.
3:32 So if you do need to get masses of information on a larger catalogue or you want the ability to create multiple products at once, we do have batch creation and import tools available.
3:46 Now again, this won't be covered in this fundamental series, but we do have other content related to this on the Infigo Academy.
3:53 Now let's quickly create a basic example product. In this fundamental series, we're going to keep this very lightweight. We'll create a product record, ,confirm that it exists and make sure that we can identify it correctly.
4:06 But we won't do the deeper configuration here. That deeper setup is covered in the dedicated learning pathways for MegaEdit and Invent on the dynamic side, ...and for multi-part or upload products on the multi-part side.
4:20 So the creation of a new product template is very, very simple. We just make sure that we're on the product management screen.
4:27 Click Add New on the top right side. And enter a name for our product. And then select the type of product that we want to create.
4:36 So we've got the option to select between multi-part, which is our upload product, or we can choose MegaEdit. If we simply click Create here, that will create a MegaEdit product.
4:46 Alternatively, we can import a pre-created Invent template in order to create a MegaEdit product from it. And that's it. The product is now created.
4:56 Now there's a lot of information that will appear here, which will not be directly related to your own video. Configuration.
5:03 now there's a lot of information here which is not directly related to iFrame users. So, for example, the Product Info tab and a lot of the tabs that are associated on this primary section here are to do with populating the landing page.
5:16 So this is things like descriptions, images, specifying related products for navigation, that kind of thing. Some of the more technical details for the product can be found on the product variant settings.
5:31 Now this one's a little more nuanced. So in here you have things such as pricing, you have attributes, you have stock levels.
5:43 And then depending on your configuration with the iFrame, you may need to use some of these options, but you may not.
5:49 An important thing to remember is that inside that product variant area is more the technical details of the product. So rather than the descriptive elements of it, it is the technical elements like the pricing, stock, and so Thank So in the next tutorial, we'll build on this by looking at what happens
6:07 after the editor, so how jobs and outputs relate, and where you'll see evidence of activity depending on whether your workflow is output only or records orders in Infigo.

Incomplete
Guide

1. Understanding Product Types 0:00

  • There are two common product types for iFrame customers:

    • Dynamic Products: Edited in MegaEdit, often created using the Invent InDesign plugin (though this is not a requirement).

    • Multi-Part Products: Users upload a pre-configured PDF.

 

2. Accessing Product Management 1:29

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  • Navigate to Catalog > Products > Product Management in Infigo Admin.

  • Alternatively, use the search bar to find Product Management.

 

3. Searching for Products 1:53

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  • Get comfortable locating products quickly:

    • Search by name or SKU.

    • Use Advanced Search to filter by product type, category, or publication status.

 

4. Capturing Product ID 2:33

  • Ensure you capture the Infigo product ID for each product:

    • Edit an existing product and scroll to the bottom to find the product ID.

    • Alternatively, find it in the URL.

 

5. Creating a New Product 4:20

  • On the Product Management screen, click Add New.

  • Enter a name for the product.

  • Select the product type (Multi-Part or MegaEdit).

  • Click Create to finalize the product creation.

 

6. Understanding Product Configuration 5:03

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  • Familiarize yourself with the product information tabs:

    • Product Info Tab: Descriptions, images, related products.

    • Product Variant Settings: Technical details like pricing, attributes, and stock levels.

Cautionary Notes

  • Ensure that the product ID is accurately captured to avoid issues with the iFrame workflow.

  • Be aware that deeper configurations are not covered in this SOP and should be learned through dedicated pathways for MegaEdit and Invent.

Link to Loom

https://loom.com/share/a84d9cc0d19340d5a9efa84d6594c538

Alternate Search Terms

iframe embedded editor product link, open a specific product in the iframe editor, map external product to Infigo product, product linkage between Infigo and my webshop, Infigo Product Management screen, search products by SKU in Infigo, create a basic MegaEdit product, multi-part upload product vs dynamic product