How to create a new funnel site from Templates

Owned by Khai Huynh
Last updated: Jun 22, 2019

This guidelines describes how you can use the pre-define templates from CMS to create a new funnel site quickly.

Prerequisites:

  • You need the CRM information related to the funnel you're about to create. Includes:
    • X_CID (Client ID). If the CRM instance is not yet setup, please request. E.g. 615408F4-EA88-4AB0-BD7D-82EF140C1928 (Sandbox)
    • Campaign WID for the main product. E.g. f84d2eab-8eb2-4c37-913c-c47a37b95c01 (Sandbox Euphoric Feet EN VSL)
      • Product IDs of the main campaign. E.g. 52, 56, 57, 58, 59, 60 (Exitpop)
    • If you have an upsell product, get the campaign WID of the upsell. E.g. ad716496-51ce-4a98-96be-cf14ba65edc9 (Sandbox Compression Socks EN UP (EuphoricFeet UP))
      • Product ID of the upsell. E.g. 55
    • If you have a mini upsell, get the campaign WID of the mini upsell. E.g. 328863c1-c0d5-4599-830f-f7e945d26475 (Sandbox Delayed Miniclick EN UP (Euphoric Feet UP))
      • Product ID of the mini upsell. E.g. 52
  • Prepare the content, images according to the templates


Copy Template site to a new site

  • Go to System User > Site
  • Select Add Site button on top right corner.
  • In "Copy a new site" popup, select "Copy an existing Site", then click Next.
  • In the next popup, select Template site to copy from, then click Next.
  • Input Hostname and X_CID, others are optional.
  •  
  • On right hand side menu, select "Save / Activate" to start copying the site.
  • Search for the new site in the list to see the progress and wait until it completes.
  • On top left menu, select the new site, then go to Site > Browser, and verify the content.


Update Site Header and Footer

  • Header and Footer are globally configured for the whole site. They are the same for every pages added to the funnel, only the body content are different.
  • Logo image is uploaded to /pub-assets/fileuploads/images/logo.png. Replace it with the a new logo using the same name (logo.png), size can be reference in the template.
  • To delete the old logo image, right-click > Unpublish, right-click > Archive, then click on the "Show Archives" link on top of the page to reveal the archived items, right-click > Delete.
  • All site data related to header and footer can be located in Site > Browser > application > data > data-en.json. You can update the content you need. For instance, footer links and address line.
  • Note: Please only edit the text within the double quotes "", otherwise this JSON file cannot function.


Update Order Page

  • Select the Order template you want to use for the funnel.
  • Update the Page properties by right-click > select Page Properties
  • On right hand side menu, select Lock for Editing > Save / Publish.
  • Update PIDs to get the product prices. Open the Order page > select Lock for Editing to go to Edit mode > Edit the Product List Widget.
  • Enter PIDs and Product Names. Special Product ID is to used in Exit Popup. Selected Product ID is to preselect the item when landing on the page.
  • Select Lock for Editing > Save / Publish to complete the widget. Verify that it is able to get correct product prices, including Exit Popup.
  • Update all the content and images, then select Publish Page to save all changes to the page.


Update Upsell Page

  • Update the Upsell page properties to update the URL and the WID (Webkey ID) of the upsell CRM campaign.
  • Update content and images of the Upsell page.
  • If you have more than 1 upsell, duplicate the page, and create new content for it.