Show details for Further customisation of your storefront with Chameleon | ID:BG_024

Further customisation of your storefront with Chameleon | ID:BG_024

This tutorial will build on the knowledge learned in BG_023_Change your storefront appearance based on customer. In BG_023, we learned of Infigo's Chameleon functionality, allowing you to change the look and feel of your storefront based on the customer viewing it. This tutorial takes this one step further, with worked examples showing how to customise various areas of your storefront homepage using Chameleon.

Tutorial Video Transcript

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This tutorial will

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build on the knowledge
learned in the previous tutorial

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which was BG 023

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change your storefront appearance
based on customer.

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So in that previous tutorial

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we learned of Infigo's chameleon
functionality that allows you to change

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the look and feel of your storefront
based on the customer that is viewing it.

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This tutorial takes it one step further.

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So with worked example
showing how to customize various areas

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of your storefront homepage
using the community and functionality.

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What we're going to cover in
this tutorial is updating the header logo,

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updating the homepage banner imagery,
and updating some links on your home

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page as well.

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So we're going to begin
by uploading our required resources

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to our CSS override area,
and that's in your storefront backend.

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So that's content management

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and CSS override.

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You then select the resources
you wish to upload.

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So we're ignoring the CSS file
section of this.

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We're just jumping straight down
to uploaded resources.

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Now you do have the option to actually
utilize chameleon groups here as well.

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Or if you're not got too much content
you wanting to use, you can just upload it

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to the default section.

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I will do the latter
for this particular tutorial.

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So if I go on

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file, select,
I've got these resources here.

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You should also have similar resources
in the file pack that you've

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been able to obtain to do these tutorials

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open and then upload.

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The page will refresh
when those files are uploaded.

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Each has been assigned a link
which can be directly copied,

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so you'll see any of those.

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Now has a link associated with it.

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We can copy that
and we can use that in our Code

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Mirror editors to directly access
that particular resource.

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So our first Chameleon Group

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based change
will be to update the header logo

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and our storefronts
for go to our storefront.

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And that's going to be based
on the customer

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that's accessing our storefront.

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So essentially we want this to change to
from red co to blue green

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based on the user that's logging in.

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So to do this, I'm
going to find the editable

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content block that controls my header.

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So that's within content management,

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editable content.

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And then we're going to scroll down
Section one

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and look for the header.

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Now our next step is to add

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a new chameleon group
for each of the companies

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that we want to be able to represent
and change the logo for.

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So as a reminder from the previous
tutorial, we click on this icon

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here to add a new tab
related to a particular chameleon group.

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So if I

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click on the post icon,
he shows me a list of our chameleon groups

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that we've defined,
and I can add them one by one.

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And there's a new tab appears
for each group that we add.

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What I'm going to do to begin
with is change

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the editable content
logo is being utilized.

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Now the reason I want to do this
is that our three chameleon

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groups represent
all three subsidiary companies

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at the moment, editable content type,
which is the default tab

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that anyone outside of those groups
will see.

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That's currently using our red co logo.

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So I do want to change that.

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So I'm going to go to our CSS
override resources again, and I'm actually

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going to open that open in a separate tab
just to make it easier for me.

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So content management
and then open up CSS override

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and I'm

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going to put in the logo
of our parent company.

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So Colourful Inc.

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I just copy

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the link that it's created for us

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and then I'm going to paste
that into my code

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to replace the current logo

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image.

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I can test that by saving that particular

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content block
and refreshing our storefront

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as I'm currently logged in

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as an administrator, which sits outside
of our chameleon groups.

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You can see our logo is updated,

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so we're only going to be making
minor changes to our header.

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So I'm just going to copy the content
from our editable content block

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and tap into our subsequent
chameleon groups.

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First off, we want it to be HTML,
so I'm going to switch to Code Mirror

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Editor that allows me to actually
input HTML format code.

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Paste

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And then

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this is the Red Code Chameleon Group,

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so I'm going to copy the relevant content

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for my CSS override

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and paste it into my code.

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Don't forget to save after each

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change you make to these tabs
as if you switch to another tab,

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it may lose that content.

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And I'm going to repeat that process
for the other two

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chameleon groups.

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The next step is to check whether
these changes have been successful.

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So I'm going to navigate to customers,

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customer management, and impersonate users

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who sits within those particular
chameleon groups.

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I'll start off by going to one of our Blue

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Co Department members,

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and you can see that our logo has updated.

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And just to verify,
I'll repeat the process with

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a Green Co. member

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and again, that's

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been updated.

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So next

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we'll update the content
within the home page banner.

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Our initial aim will be to update
the graphics within the banner

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using some of the resources
we've awarded to the CSS override section.

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This is just showing

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a very basic GIF animation.

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More likely
that you're going to want it as

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something a little bit more complex,
higher quality.

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But we'll just put some alternatives
to this in for now as well.

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So this process is virtually identical
to the change in logo.

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So this consists of locating the editable
content block

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creates a content tab for each
chameleon groups.

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Copy and paste the code
from the original editable content.

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Tap into the new Chameleon Group Taps.

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Copy the relevant links from the CSS
override section.

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Paste the links into the chameleon groups
to overwrites the relevant content

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and then verify those changes.

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So we'll go through
putting this into one user now

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and then the video will cut to all three
of those chameleon groups

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being input.

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So content management,

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editable content.

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This time we're going to navigate
to our home page banner,

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which is in section two,
and we can see that

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we already have our chameleon groups
defined on this particular content block

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and that's because of the task
we completed in the previous

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tutorial.

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But the methodology for getting these
is exactly

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the same.

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All we're going to do

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is locate the content we want

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in our CSS overwrite section.

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Copy it from here
and paste it into the relevant tab.

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So we'll start off with our

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editable content book.

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Don't forget to save after each change

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and then we'll go

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ahead and complete the same process
for the other two chameleon groups.

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As with the task
earlier on will confirm that

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those have been successfully implemented.

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Go back to our customer management

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and impersonate users

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from different departments,
different chameleon groups.

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What we should see

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is that the resulting image
on our homepage banner

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updates as necessary.

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The final change we're going to make here
is to update

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a hyperlink on our homepage banner
so we find navigate

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back to my storefront.

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So hyperlink on our stuff page banner.

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So this one here

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to ensure the correct product

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categories reached based on our customer.

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So we'll be modifying the button
labeled as start shopping.

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And what we want this to do, just to
confirm, depending on who logged in as

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so let's say we're logged in
as a blue company team member

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and when we click on Start Shopping,
we want to take the customer immediately

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to the relevant product category
to show just those

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particular products.

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And again,
the process that we're going to follow

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here is virtually identical
to the previous two tasks.

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So if I go back to

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our editable content tab

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again, this is on the home page banner

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and then we're

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just going to look through the code

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that we have written here.

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This should be a fairly

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visible section of that code which is
relating to that particular button.

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So we remember the text on the button
was start shopping and then immediately

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preceding that is the URL that that button
is currently using,

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which at the moment is just the store
you are URL.

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So it will just take you straight
back to the home page.

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What we want to do is to change this link
for every chameleon group

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to take it to a different category.

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And the first thing we need to do to
to see that is to actually find

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what the category ID is
and what the relevant you are URL is.

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So on a

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different tab, again, I'm
going to navigate to catalog

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categories and manage categories

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is the three or four categories

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that we set up in a previous tutorial

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on any of those I can click on edit

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and then the category ID will
actually appear in the URL at this point.

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Alternatively,
you can go on view product page,

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which will take you directly
to the category page and it will show you

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exactly the URL
that will take you to that page.

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Now, don't worry
that I'm not seeing anything here

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because we've got access
permissions activated

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and I am viewing this as an administrator.

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So we haven't got the access rights
at the moment.

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That's fine.

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So I'm just going to take the end of that
URL, go to my red

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co group, and then just put that straight
on the end of the store.

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URL token

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and then save.

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And I'm going to perform the same process
for Green Company and Blue

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Company

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with those in place and once again
going to go and test the changes

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that we've made starting off
by logging in as an administrator.

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So this should just take me directly
back to the home page

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when I click this button,
then I'm going to check

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by impersonating users
from different chameleon groups.

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So I'll start off with our red user

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and it's taking me directly
to the relevant category.

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So when we're seeing red products,
I will try it with our blue

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user as well.

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going to look at how to upload custom
CSS files on a Chameleon Group

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basis.

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This allows designers to add custom
skinning to a site based on the logged in

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user.

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So to begin, we're going to navigate
to our CSS Override area.

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So that's in the content management area.

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And then CSS Override.

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Now similar to what we've seen
in other areas of Infigo, we we have this

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plus icon at the top of the screen
next to our default tab.

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This allows us to specify
a particular area

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per Chameleon group.

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So if I click on this,
that gives me access

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to all of the chameleon groups
that I have created.

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I can select the group that I want

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and click on Create,
and that makes a separate area

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for that particular Chameleon group,

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allowing me to upload custom resources
for that group and custom

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CSS files.

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So all we need to do

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to load our custom resources
and custom files

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is to say, choose an associated file

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and then hit upload.

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What you'll find
is that you also have the ability

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to download
the currently uploaded CSS file.

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So if at some point in the future
you need to review what's currently

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being utilized or make some amends,
you can just directly download it

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from your CSS Override area
for that particular

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Chameleon group.

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And before we do
anything else, I'm just going to repeat

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that step for a second Chameleon group.

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Okay.

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Now, these CSS file
loaded here is incredibly simple.

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It's just designed
simply to demonstrate this functionality.

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So if we just take
a look at what that contains.

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As you
can see, it's quite basic once applied.

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And when we're actually viewing
our storefronts as different users

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in those different chameleon groups,
we're going to see two primary changes.

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And this is the hover of any buttons
on our storefront

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control
by this section here and the accent color

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for any featured products
which are on our home page.

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Just control by this section here
and all that.

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I've got different between
the two different CSS files I’ve uploaded.

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This has been written in a way where I can
just control the color of those changes.

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So the hover color and the accent color
by changing

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the word of the color
that I'm utilizing here.

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So that's the only change
that's been made.

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Please note that custom CSS grants scope

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for much more sweeping changes
than what we can see here.

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This is just a very basic example.

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Okay.

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And that's all that we need to do.

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So let's take a look at our storefront.

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Whilst impersonating customers
within those Chameleon groups

00:19:28:18 - 00:19:31:21
and we'll see what
those changes have done.

00:19:31:21 - 00:19:35:29
So if I go to our customer management
screen,

00:19:35:29 - 00:19:41:14
we're going to locate some relevant users
and then impersonate those users.

00:19:41:14 - 00:19:44:19
So I'll start off with our red user.

00:19:44:19 - 00:19:47:15
We can see that if I hover over the button
highlights in red

00:19:48:17 - 00:19:52:21
and I have accents on my featured
categories of feature products

00:19:53:09 - 00:20:01:13
which are also red, I'm
going to log out of there

00:20:02:05 - 00:20:04:17
and do the same with a customer

00:20:04:17 - 00:20:12:16
in my blue department.

00:20:12:16 - 00:20:15:15
And you can see that if I hover
over the button now highlighted in blue

00:20:17:10 - 00:20:20:04
and our accent colors

00:20:20:11 - 00:20:21:06
on the categories

00:20:22:16 - 00:20:23:17
are now appearing in

00:20:23:17 - 00:20:26:17
blue rather than in red.

00:20:26:17 - 00:20:29:06
So that's a very simple example
of what those changes

00:20:29:06 - 00:20:43:19
can accomplish.

00:20:43:23 - 00:20:45:11
The final thing
we're going to look at here,

00:20:45:11 - 00:20:50:00
we can also control the content of email
templates based on Chameleon Group.

00:20:50:22 - 00:20:53:19
So if I look
for my email message templates

00:20:56:02 - 00:20:59:00
now we go through what
these are in a different tutorial,

00:20:59:07 - 00:21:02:29
but it essentially allows us
to customize the emails that get

00:21:02:29 - 00:21:07:03
sent out to our customers
or to various members of our team,

00:21:07:22 - 00:21:10:03
which are triggered as various things
happen

00:21:10:12 - 00:21:13:07
in the ordering and fulfillment process.

00:21:14:20 - 00:21:16:27
All we're doing in here
is we're going to select

00:21:17:09 - 00:21:20:01
one of our templates.

00:21:20:01 - 00:21:23:06
So let's go to order paid, for example,

00:21:23:06 - 00:21:29:00
and then hit edit over on the right hand
side of that entry.

00:21:29:00 - 00:21:34:14
And what you can see here is a fairly
similar and familiar interface.

00:21:34:24 - 00:21:39:03
So we've got our default option here,
which is going to be used for anyone

00:21:39:03 - 00:21:42:18
sitting outside of our Chameleon in groups
that haven't been specified.

00:21:43:13 - 00:21:46:22
However,
if we want to customize this content

00:21:46:22 - 00:21:50:06
for particular users
within particular chameleon groups,

00:21:50:21 - 00:21:54:24
then we can just hit this
plus icon here which will allow us to

00:21:55:29 - 00:21:57:01
add a new tab

00:21:57:01 - 00:22:00:25
for a particular Chameleon group

00:22:00:29 - 00:22:02:04
and modify the content

00:22:02:04 - 00:22:10:18
appropriately.

 

Incomplete