Show details for Change your storefront appearance based on customer using Chameleon | ID:BG_023

Change your storefront appearance based on customer using Chameleon | ID:BG_023

In this tutorial, we will introduce Infigo's Chameleon functionality. The Chameleon module allows you to change the look and feel of your storefronts based on which user is signed in, what pages they are on, the URL they are using, and more. Using Chameleon, you are able to give different users different versions of the following configurable areas: Message Templates, Editable Content, CSS Override. This will allow you to give different users an entirely different view of the same storefront, especially when paired with Access Permissions. Please note that Chameleon is a paid module. If you would like to inquire about purchasing Chameleon, please contact greg.young@infigo.net

Tutorial Video Transcript

00:00:13:20 - 00:00:14:01
In this

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tutorial, we will introduce Infigo's
chameleon functionality.

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The Chameleon module allows you

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to change the look and feel
of your storefront based on the user

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that's signed in the pages
that they're on, the URL

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that they're using, and more.

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Using Chameleon, you're able
to give different users different versions

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of certain
configurable areas of your storefronts.

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So this could be message templates,
it could be editable content,

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and it could be CSS Override.

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This module allows you
to give different users

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an entirely different view
of the same storefront,

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especially when they are paired
with access permissions.

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Now, I must really point out that access
permissions

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and chameleon are different things.

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Access permissions,
which were covered in previous tutorials,

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are controlling
which products a certain customer can see.

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Chameleon is just changing the look
and the feel of a particular storefront.

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It is not controlling access
to certain products.

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So for example, in Chameleon
would be able to change

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the logo based on the customer
that's logged in.

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We could change text,
we could change various bits of imagery.

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And that's just the.

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That's just the start.

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Please note
that Chameleon is a paid module.

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If you'd like to inquire

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about purchasing Chameleon,
please do get in touch with us.

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So after

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purchasing chameleons,
I go to my back end.

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You'll need to write a support ticket
for user access to this module.

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We need to enable it from our end.

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And once you have access you to enable
that module.

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Safari starts off
by going to configuration

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settings, general settings,

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and then you'll see the option
to the bottom there,

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which is to enable chameleon

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and then save.

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Next,

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we need to create or manage
a chameleon group.

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So chameleon groups are

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how you actually define

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the look of a page and the different
chameleon groups have different uses

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or departments, for example,
assigned to them.

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So that particular user will see the code,
all the text

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that's written in that particular
chameleon group.

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So if I go to content management

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and Chameleon, so

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in order to create variations
of the editable areas listed

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earlier in the tutorial, you will need
to create one or more chameleon groups.

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Each group will have its own
alternative version of the editable area

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and you are able to configure up
to ten different groups,

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meaning you can have ten alternatives
to each editable area.

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Doesn't have to be ten, it can be
fewer ten

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is just your current maximum.

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Please note, however,

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that excessive amounts of Chameleon groups
can be fairly difficult to manage.

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It might also result in a slower site
speed when a large amount of groups

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are configured.

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So please do try to limit
the number of groups you have

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and try and balance it with the speed
you're trying to obtain on your site.

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So I'll begin
by adding a new chameleon group

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and then just assigning a name

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enabled

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and Insert

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Now we need to access
some additional configuration settings

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so to determine whether a user falls
into a chameleon group or not,

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you must create rules against each
of those chameleon groups that you create.

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Each rule is effectively
a set of conditions which has to be met,

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and if a user meets all conditions
for any of the rules you create,

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then they will be considered
part of that chameleon group.

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So in the note on this,
if a user meets one or more rules

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for separate groups,
then they will be considered

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part of the group
which they meet the most rules for.

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If a user meets an equal number of rules
for two

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or more groups, then this is considered
an invalid configuration.

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As your group should have unique
rules or rules

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that are unique enough
to prevent this from occurring.

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So to create rules for the Chameleon
Group, we expand the icon here

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and you'll see that we have the option

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to add a new chameleon configuration.

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Now, the rule that we're going to create
here is to do with departments.

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So we're going to make sure
that this Chameleon Group is

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containing users

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within the red company department
so I can give it an associated name.

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This is just so I can identify it later.

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Enable and insert.

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Next I'm going to go to configuration
a separate screen now loads up

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and what will see from here is
there are multiple fields

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which can be used to determine
whether or not a user should fall

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into this particular chameleon group.

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So again, in order to

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meet the rules requirements,

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they must pass
every configured fields test.

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For example,
if you configure both departments

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and customer role
than the usual need to be

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both in the configured department and
have the configured role assigned to them.

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So in

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this case, we're just
going to choose a relevant department.

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So if I go to the department dropdown
and say Red Co.

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Department, click on Save,

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and that rule is now defined

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for us, I'm
then going to repeat those same steps

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for the two other chameleon groups
that I want to create.

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So for my blue company
and my green company.

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So all three of our chameleon groups
have now been configured.

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Now that Chameleon is enabled
and you have one or more groups

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configured, you can configure what's known
as context variance for each group.

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The context variant is simply
a group's version of that editable item.

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And as we mentioned earlier
on, you can configure context variants

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for CSS, overwrite editable content

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and message templates.

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So for our example,

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we will utilize our chameleon groups
on one of our editable content blocks.

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So those are access
through content management

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and editable

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content.

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And what I want us to actually do here,
so if I go back on my storefront is now

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as a basic example for modifying

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content using all chameleon groups.

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I want to just change
some of the text that appears here.

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So we'll keep it nice and simple,
but it will show the methodology.

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This is our homepage banner.

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So if I just go back
to my editable content,

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find the home page banner

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and click on edit.

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The code that we have available
will appear and by default

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it will be under
what's called the Editable Content Tab.

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So this is the content
that will appear by default.

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And if someone sits outside
of all of your defined chameleon groups,

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then this is also what they will see. So

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in order to actually define

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that, we want to use
one of our chameleon groups.

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I click on this plus icon here

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that comes up with a new dropdown list
showing me my chameleon groups

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that we've just created.

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So if I add the Blue company, for example,

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and create

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now, if I go to the Blue Company

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Chameleon Group, you can see that
there is now a separate editor.

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Now at the moment this is in rich editor.

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What I would suggest
if you want to just make minor changes

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between the chameleon groups,
you want to copy and paste

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what you've got
from the editable content tab.

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So if I just select all that in copy

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and all my new Chameleon group,
I'll switch to Code Mirror editor.

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So it's actually looking for our HTML

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and then paste.

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So as we mentioned for this one, we're
just going to modify our welcome message.

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So I'm just going to find the bit which

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mentions my company name.

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So the company that we're currently on
which is Red Company,

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and I'm going to change that
to the current Chameleon Group.

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So Blue Company.

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And now I'm going to repeat those same
steps for my other two chameleon groups.

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Okay.

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And then just to make sure that we have

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users covered
who don't sit within our chameleon groups,

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I'm going to change my editable content
as well

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at the moment on my storefront
that just references red co.

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I want to make it more generic
so it doesn't sit within

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these chameleon groups.

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So I'll put that as our parent company

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and save.

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Okay, so what we want to do
now is to view our storefront

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as various customers that are on our site.

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So we've linked our Chameleon Group
to departments.

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So I want to view our frontend storefront

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as these customers
from different departments.

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So different customers,
essentially different companies

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and see if the text changes
as I expect it to.

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So we'll start off
just by using my administrator account.

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So if I refresh that,

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we'll see that it's referencing

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our text which sits outside
of the chameleon groups.

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So what's present on the Editable
Content tab?

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Now, if I go to customers,
customer management

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and then I'm going to impersonate users
from my different departments,

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so let's try the blue company.

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You can see it's referencing Blue Company

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and we'll try it with

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Green Company.

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So that is a very basic example.

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All we're doing
is changing some simple text,

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but that same methodology
can be applied to

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all of those contacts blocks
that we've mentioned. So

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all of those different areas where we can
add those Chameleon Group variations.

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So just as a reminder
as to where they are,

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wherever you see an icon
or a setup like this,

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we have the ability to add extra
chameleon groups to change the tab.

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That's where you will be able to assign
different content

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based on Chameleon Group.

 

Incomplete
Step by Step Guide

BG_023_Changing your storefront appearance based on customer

In this tutorial, we will introduce Infigo's Chameleon functionality.

The Chameleon module allows you to change the look and feel of your storefronts based on which user is signed in, what pages they are on, the URL they are using, and more.

Using Chameleon, you are able to give different users different versions of the following configurable areas:

  • Message Templates

  • Editable Content

  • CSS Override.

This will allow you to give different users an entirely different view of the same storefront, especially when paired with Access Permissions.

Please note that Chameleon is a paid module. If you would like to inquire about purchasing Chameleon, please contact greg.young@infigo.net

Creation Date: Sep 26, 2022
Created By: Samuel Webster

1. Click on Configuration

After purchasing Chameleon, you will need to raise a support ticket for user access to the module.

Once you have access you need to enable the module.

Click on  Configuration

2. Click on Settings

Click on Settings

3. Click on General Settings

Click on General Settings

4. Check Enable Chameleon

Check Enable Chameleon

5. Click on Save

Click on Save

6. Click on Content Management

Next, we need to create or manage a Chameleon Group.

Click on  Content Management

7. Click on Chameleon

Click on Chameleon

8. Click on Add New Chameleon Group

In order to create variations of the editable areas listed earlier in this tutorial, you will need to create one or more Chameleon Groups. 

Each group will have its own alternative version of the editable area, and you are able to configure up to 10 different groups, meaning you can have up to 10 alternatives to each editable area.

However, please note that an excessive amount of Chameleon Groups can be difficult to manage. It may also result in slower site speeds when a large amount of groups are configured, so please try to limit the number of groups you have. 

Click on Add New Chameleon Group

9. Type a Chameleon Group name

For this example, type "RedCo Chameleon Group".

Type a Chameleon Group name

10. Check Enabled

This ensures this Chameleon group is active.

Check Enabled

11. Click on Insert

Click on Insert

12. Click the '+' icon to access additional configuration settings.

Click the '+' icon to access additional configuration settings.

13. Click on Add New Chameleon Configuration

To determine whether a user falls into a Chameleon Group or not, you must create rules against each Chameleon Group. Each rule is effectively a set of conditions to be met, and if a user meets all conditions for any of the rules you create, then they will be considered part of that Chameleon Group.

Note: If a user meets one or more rules for separate groups, then they will be considered part of the group which they meet the most rules for. If a user meets an equal number of rules for two or more groups, then this is considered an invalid configuration as your groups should have rules unique enough to prevent this from occurring.

To create rule for a Chameleon group, simply expand the group and click Add New Chameleon Configuration. This will add a new record which you will have to name, enable and save (by clicking insert). 

Click on Add New Chameleon Configuration

14. Type "RedCo Department"

Type "RedCo Department"

15. Check Enabled

Check Enabled

16. Click on Insert

Click on Insert

17. Click on Configuration

18. Click on RedCoDepartment from Department

There are multiple fields which can be used to determine whether or not a user should fall into this Chameleon group. 

In order for a user to meet the rule's requirements, they must pass every configured field's test. For example, if you configured both Department and Customer Role then the user will need to both be in the configured department and have the configured role assigned.

For our example, we will assign one of our configured departments.

Here is a summary of the fields in the Chameleon Configuration window: 

Enabled - Whether or not this Chameleon rule is active.

Order -The display order of the Chameleon rules in admin. The lower this number, the sooner the rule appears in the list.

UrlPattern -You can enter a regular expression in this field that will be used to check the URL. If the user's current URL path matches the expression, they will meet this field's requirement. 

Department - If the user is in the department selected from the dropdown, they will meet this field's requirement.

Customer role - If the user has the customer role selected from the dropdown, they will meet this field's requirement.

Category - If the user is currently browsing the category set for this field, they will meet this field's requirement.

Product group - If the user is on the landing page of a product that is part of the configured group, they will meet this field's requirement.

Product tag - If the user is on the landing page of a product that has the configured product tag assigned, they will meet this field's requirement.

Valid from - This allows you to set a start date for the Chameleon group. So long as this date is not in the future, this field's requirement will be met.

Valid to - This allows you to set an end date for the Chameleon group. So long as this date is not in the past, this field's requirement will be met.

Click on RedCoDepartment from Department

19. Click on Save

Click on Save

20. Repeat these steps to set up two more Chameleon groups

Set up Chameleon groups for BlueCo and GreenCo

Repeat these steps to set up two more Chameleon groups

21. Click on Content Management

Now that Chameleon is enabled and you have one or more groups configured, you can configure what's known as Context Variants for each group. A Context Variant is simply that group's version of that editable item.

The areas you can configure Context Variants for are:

  • CSS Override

  • Editable Content

  • Message Templates

Next, we will utilise our Chameleon groups on one of the Editable Content blocks.

Click on  Content Management

22. Click on Editable Content

Click on Editable Content

23. Navigate to the Homepage banner and click on Edit

Navigate to the Homepage banner and click on Edit

24. The code currently applied to the Homepage Banner will be shown

The code currently applied to the Homepage Banner will be shown

25. Click on the '+' icon to create new versions of this Editable Content based for Chameleon groups

Click on the '+' icon to create new versions of this Editable Content based for Chameleon groups

26. Select the Chameleon group to use

Select the Chameleon group to use

27. Click on Create

Click on Create

28. Click on the newly added Chameleon group

Click on the newly added Chameleon group

29. If needed, click on Code Mirror Editor from Body text editor

This switches between the Rich Editor and Code Mirror Editor, allowing you to type custom code.

If needed, click on Code Mirror Editor from Body text editor

30. Copy the code present in the Editable Content tab into the new Chameleon group

You can write your own custom code in the new Chameleon group, there is no requirement for it to match the Editable Content tab.

For this example, we will only make minor changes between Chameleon groups.

Copy the code present in the Editable Content tab into the new Chameleon group

31. For this tutorial, we will modify the welcome message per Chameleon group

For this tutorial, we will modify the welcome message per Chameleon group

32. Click Save and Continue Edit

33. Add the two other Chameleon groups and modify the welcome messages

Modify the welcome messages in the three Chameleon groups and the Editable Content tab to read one of the following:

  • Welcome to Colourful Inc.

  • Welcome to Red Co.

  • Welcome to Blue Co.

  • Welcome to Green Co.

Remember to click Save and Continue Edit after changing each tab or your changes will not be implemented.

Add the two other Chameleon groups and modify the welcome messages

34. Click on Customers

We will now view our frontend storefront whilst impersonating various customers to assess these changes.

Click on  Customers

35. Click on Customer Management

Click on Customer Management

36. Click on Public store

37. Viewing as your Storefront Administrator (not in any department) will show the Editable Content message

Viewing as your Storefront Administrator (not in any department) will show the Editable Content message

38. Click on Impersonate

Click on Impersonate

39. Your welcome message will update to suit the impersonated customer

This same methodology can be used to fully customise your storefront.

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