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

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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
Step by Step Guide

Further customisation of your storefront with Chameleon

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. We will cover:

  • Updating the header logo

  • Updating the homepage banner imagery

  • Updating links

  • Updating custom CSS

  • Updating email templates

Creation Date: Sep 27, 2022
Created By: Samuel Webster

1. Click on Content Management

We will begin by uploading our required resources to the CSS Override area of your storefront back-end.

Click on  Content Management

2. Click on CSS Override

Click on CSS Override

3. Select resources to upload

Select resources to upload

4. Click on Upload

Click on Upload

5. Your resources are now available

Your resources have now been uploaded to your storefront.

Each has been assigned a link which can be directly copied to your Code Mirror Editors and directly access the resource.

Your resources are now available

6. CSS Override resources can also be Chameleon group based

Whilst not mandatory, it is possible to group CSS Override resources by Chameleon group.

Specify which Chameleon groups to use by clicking the '+' icon.

CSS Override resources can also be Chameleon group based

7. Click on Content Management

Our first Chameleon group based change will be to update the Header logo based on the customer accessing our storefront.

We will start by navigating to the Header Editable Content block.

Click on  Content Management

8. Click on Editable Content

Click on Editable Content

9. Click on Edit

Click on Edit

10. Click on '+' icon to add a Chameleon group

The Editable Content tab shows the default content, seen by those sitting outside of any Chameleon group.

We can define content for specific Chameleon groups by adding a tab for that group and modifying the contents.

Click on '+' icon to add a Chameleon group

11. Choose a Chameleon group

Choose a Chameleon group

12. Click on Create

Click on Create

13. Click on Editable Content

On our example storefront, the RedCo. logo is used on the Editable Content tab.

We will first change this to show the parent company logo, Colourful Inc.

Click on Editable Content

14. For ease of access, keep the CSS Override screen open on a separate browser tab. Click on Content Management

For ease of access, keep the CSS Override screen open on a separate browser tab. Click on  Content Management

15. Right click on CSS Override and open in a new tab

Right click on CSS Override and open in a new tab

16. Copy the link of the required CSS Override content

Copy the link of the required CSS Override content

17. Paste the link into the line of code controlling the Header image

Paste the link into the line of code controlling the Header image

18. Click on Save and Continue Edit

Click on Save and Continue Edit

19. To view these changes, click on Public store

20. As you are logged in as a Storefront Administrator, the Colourful Inc. logo should be applied

This logo is displaying as your Storefront Administrator account is not present in any of the Chameleon groups

As you are logged in as a Storefront Administrator, the Colourful Inc. logo should be applied

21. Copy all content from the Editable Content, Code Mirror Editor area

We will use this code as a basis for all Chameleon groups.

Copy all content from the Editable Content, Code Mirror Editor area

22. Click on RedCo Chameleon Group

Click on RedCo Chameleon Group

23. Click on Code Mirror Editor from Body text editor

Click on Code Mirror Editor from Body text editor

24. Paste code into text area

Paste code into text area

25. Copy the link to the relevant content from the CSS Override section

Copy the link to the relevant content from the CSS Override section

26. Paste the link into the relevant line of code

Paste the link into the relevant line of code

27. Uncheck Apply Default Styling

Uncheck Apply Default Styling

28. Click on Save and Continue Edit

Repeat this process for other Chameleon groups.

In our demonstration, these are Blue Co. and Green Co.

Click on Save and Continue Edit

29. To view these changes, click on Customers

To view these changes, click on  Customers

30. Click on Customer Management

Click on Customer Management

31. Impersonate a customer sitting within one of your Chameleon groups

Impersonate a customer sitting within one of your Chameleon groups

32. The logo will update to match that Chameleon group

The logo will update to match that Chameleon group

33. Click on Content Management

Next, we will update the content within the Homepage Banner.

Our initial aim will be to update the graphics within the banner using resources uploaded to the CSS Override section.

This process is virtually identical to the change in logo, consisting of:

  • Locate the Editable Content block

  • Create a content tab for each Chameleon group

  • Copy and paste the code data from the original Editable Content tab into the new Chameleon group tabs

  • Copy relevant links from CSS Override section

  • Paste the links into the Chameleon groups to overwrite the relevant content

  • Verify changes by impersonating Chameleon group customers

Click on  Content Management

34. Click on Editable Content

Click on Editable Content

35. Locate the Homepage Banner block and click on Edit

Locate the Homepage Banner block and click on Edit

36. Select or add a Chameleon group tab

Select or add a Chameleon group tab

37. Copy and paste code content from the Editable Content tab to the Chameleon group tab

Copy and paste code content from the Editable Content tab to the Chameleon group tab

38. Insert the relevant CSS Override content link into the code editor

Repeat this process for the other Chameleon groups

Insert the relevant CSS Override content link into the code editor

39. To verify changes, click on Customers

To verify changes, click on  Customers

40. Click on Customer Management

Click on Customer Management

41. Impersonate a user sat within a Chameleon group

Impersonate a user sat within a Chameleon group

42. Your updated Banner imagery will now display

Your updated Banner imagery will now display

43. Click on a Chameleon group

Finally, we will update a hyperlink on our Homepage Banner Editable Content block, to ensure the correct product category is reached based on the customer.

We will be modifying the button labelled by default as "Start Shopping".

Click on a Chameleon group

44. On a new tab, click on Catalogue

For ease of access, navigate to the Categories section on a new browser tab.

We can use the category section to identify the URL of the category pages on the front-end of our storefront.

On a new tab, click on  Catalogue

45. Click on Categories

Click on Categories

46. Click on Manage Categories

Click on Manage Categories

47. Select a category relevant to your Chameleon group users and click on Edit

Note the number that appears in the page URL when editing, this will be the category ID.

Such as: "https://training.infigosoftware.com/demofordocument/Admin/Category/Edit/7"

The category ID for this product category is 7, which we can use to build our front-end URL.

The correct URL will also appear if you view the category on the storefront front-end.

Select a category relevant to your Chameleon group users and click on Edit

48. Navigate to the Homepage Banner Editable Content block and select the Chameleon group relevant to that product category

Navigate to the Homepage Banner Editable Content block and select the Chameleon group relevant to that product category

49. Edit the URL then click Save and Continue Edit

By default, the button URL will consist of the storefront token https://academy.infigo.net/.

This can remain, however we will amend our category ID onto the end of this URL.

So, to link to product category 7 we will add "/c/7", where:

  • c represents a category

  • 7 represents the category ID.

Repeat this process for your other Chameleon groups.

Edit the URL then click Save and Continue Edit

50. Impersonate a user within a Chameleon group to verify these changes

Impersonate a user within a Chameleon group to verify these changes

51. Click the button on your storefront with the updated URL

Click the button on your storefront with the updated URL

52. The relevant product category page will load

The relevant product category page will load

53. Click on Content Management

Next, we will look at how to upload custom CSS files on a Chameleon group basis. This allows designers to add custom skinning to a site based on the logged in user.

To begin, navigate to the CSS Override area.

Click on  Content Management

54. Click on CSS Override

Click on CSS Override

55. Click on '+' to utilise a Chameleon group

This icon allows us to define a new CSS Override area for each of our specified Chameleon groups.

Click on '+' to utilise a Chameleon group

56. Click on RedCo Chameleon Group

Click on RedCo Chameleon Group

57. Click on Create

Click on Create

58. Click on RedCo Chameleon Group

The new Chameleon group tab will now appear and is ready to receive custom CSS files.

Click on RedCo Chameleon Group

59. Select your custom CSS file from file upload menu

Select your custom CSS file from file upload menu

60. Custom CSS file

The custom CSS file being used for this example is incredibly basic, designed simply to demonstrate this functionality.

Once applied, we will see two primary changes per Chameleon group. These are:

  • The hover colour of any buttons on our storefront

  • The accent colour of any featured products on our home page

Please note, custom CSS grants scope for much more sweeping changes than those shown in this example.

Custom CSS file

61. Click on Upload

Click on Upload

62. Click on Download the uploaded CSS file

Admins can download the uploaded CSS file if required. Useful if the exact file being used requires tweaking or reviewing.

Click on Download the uploaded CSS file

63. Click on '+'

We will repeat these steps for a second Chameleon group

Click on '+'

64. Click on BlueCo Chameleon Group

Click on BlueCo Chameleon Group

65. Click on Create

Click on Create

66. Click on BlueCo Chameleon Group

Click on BlueCo Chameleon Group

67. Select "Chameleon Demo Blue.css" from file upload menu

Select "Chameleon Demo Blue.css" from file upload menu

68. Click on Upload

Click on Upload

69. Click on Customers

We will now impersonate customers from these two Chameleon groups, and see how these changes appear on our storefront.

Click on  Customers

70. Click on Customer Management

Click on Customer Management

71. Click on Impersonate

Click on Impersonate

72. Category highlight colours

For the Red Chameleon group, highlights are now appearing as red in colour

Category highlight colours

73. Hover over a button

For the Red Chameleon group, button hover colours are now appearing as red.

Hover over a button

74. Click on Log Out

This will end the impersonation of a particular user.

Click on Log Out

75. Click on (back to customer list)

Click on (back to customer list)

76. Click on Impersonate

Impersonate a user from the other Chameleon group with custom CSS

Click on Impersonate

77. Category highlight colours

For the Blue Chameleon group, highlights are now appearing as blue in colour

Category highlight colours

78. Hover over a button

For the Blue Chameleon group, button hover colours are now appearing as blue.

Hover over a button

79. Navigate to Email Message Templates

We can also control the content of email templates based on Chameleon group.

Navigate to Email Message Templates

80. Select an email template and click on Edit

Select an email template and click on Edit

81. Email template

Email message templates will have a Default tab, showing the email content sent to those sitting outside of selected Chameleon groups.

Email template

82. Click on '+' to activate a Chameleon group on the selected email template

Click on '+' to activate a Chameleon group on the selected email template

83. Click on a Chameleon Group

Click on a Chameleon Group

84. Click on Create

Click on Create

85. Click on RedCo Chameleon Group

The Chameleon group is now available for selection, giving you a space to customise the email content for members of that group.

Click on RedCo Chameleon Group
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