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Dynamicweb Demo Guide Dynamicweb 9.8 & Rapido 3.2 Version
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Table of Contents 1 GENERAL INFO ..................................................................................................................................................................................... 4
1.1 The Dynamicweb Demo site: .................................................................................................................................................... 4
1.2 Examples of campaign sites in addition to the main demo site .............................................................................. 4
2 CONTENT ................................................................................................................................................................................................ 5
2.1 Creating a page with content ................................................................................................................................................... 5
2.2 Newsletter creation with products ........................................................................................................................................ 8
2.3 Newsletter creation with vouchers ........................................................................................................................................ 9
2.4 Campaign site (Bikes) .................................................................................................................................................................. 11
2.5 Campaign site (Fashion) ............................................................................................................................................................ 13
3 ECOMMERCE ....................................................................................................................................................................................... 14
3.1 Order examples ............................................................................................................................................................................ 14
3.2 Quotes examples ......................................................................................................................................................................... 15
3.3 RMA examples ............................................................................................................................................................................... 16
3.4 Discounts ......................................................................................................................................................................................... 18
3.5 Recurring order ............................................................................................................................................................................. 19
4 MARKETING .......................................................................................................................................................................................... 21
4.1 Abandon cart campaign ............................................................................................................................................................ 21
4.2 Smart searches ............................................................................................................................................................................ 22
4.3 Personalization ............................................................................................................................................................................. 25
5 USERS.................................................................................................................................................................................................... 28
5.1 Impersonation .............................................................................................................................................................................. 28
5.2 Smart searches ............................................................................................................................................................................ 29
6 PIM (Product Information Management) ................................................................................................................................ 32
6.1 Product Overview, Notification and Search functionality .......................................................................................... 32
6.2 Product material (show and enrichment) ........................................................................................................................ 36
6.3 Workflow management ............................................................................................................................................................ 42
6.4 Import and Export products .................................................................................................................................................. 42
6.5 Combine products ...................................................................................................................................................................... 42
6.6 User management ...................................................................................................................................................................... 42
6.7 Channels & Feeds management .......................................................................................................................................... 43
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List of expressions
Rapido: Integrated content management system – used to configure website content and emails
PIM: Product information management. Tool for enriching products with information, and publishing products to channels.
Smart Search: Query that collects data from user activities on the website and emails
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1 GENERAL INFO The Dynamicweb Demo is a complete trial solution of the Dynamicweb business suite. It consists of a front-end showing off marketing personalization, ecommerce, profile management, and more, as well as back-end access for editing and managing content. The Dynamicweb Demo is running version 3.2 of Rapido and version 9.8 of Dynamicweb.
1.1 The Dynamicweb Demo site: Front end URL: http://dynamicwebdemo.dwsales.dynamicweb-cms.com/ Backend URL: http://dynamicwebdemo.dwsales.dynamicweb-cms.com/admin
Login: admin Password: admin
1.2 Examples of campaign sites in addition to the main demo site • English (Fashion)
URL: http://dynamicwebdemo.dwsales.dynamicweb-cms.com/english-fashion
• Campaign (Bikes) → This is not in the standard Rapido package URL: http://dynamicwebdemo.dwsales.dynamicweb-cms.com/campaign-bikes
• Campaign (Fashion) → This is not in the standard Rapido package URL: http://dynamicwebdemo.dwsales.dynamicweb-cms.com/campaign-fashion
• Digital warehouse URL: http://dynamicwebdemo.dwsales.dynamicweb-cms.com/digital-warehouse/frontpage
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2 CONTENT 2.1 Creating a page with content 2.1.1 Why use the Dynamicweb CMS (content management system) for creating your website?
You can quickly and effectively create content like website pages, blogs, and newsletters within the CMS.
Make full use of the all-in-one platform: combine website and email content with the marketing tools available to set up dynamic remarketing campaigns.
• Where to find it / How to set it up?
• Go to the backend and log in • Select Content, and click on Frontpage in the content tree • Press New Paragraph
Name your paragraph (for instance: “Paragraph test”). You will now be led to the item creator.
You can now choose between a range of paragraph options that create different content. For this tutorial, press Paragraph Container
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Click the image container for Background Image and browse for an image within the folder called Images -> Demo. Select any image as the background for your page.
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Press Add Paragraph.
Add a Title for your paragraph. Untick show title.
Add some text in the text editor. When finished, remember to press Save and Close.
Press Save and Close in the item creator. The page will now appear in your frontpage content tree.
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2.2 Newsletter creation with products 2.2.1 Why Newsletters with product examples?
• Adding specific products to a newsletter mail is to highlight and/or promote specific products to customers, in order to get more purchases. This is made easy with all-in-one, where all your user data and content is stored in the same database.
2.2.2 Where to find it / How to set it up? • Go to the backend and log in • In Content/Newsletter folder you can find “Example Focus products” • This newsletter consists of:
o Click show page in the ribbon bar in order to see the newsletter example o A One column paragraph with an image and text o Newsletter Product List newsletter paragraph, where 4 products are selected from the shop
under Ecommerce/Bikes
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2.3 Newsletter creation with vouchers 2.3.1 Why use vouchers in Newsletter emails?
• Adding a voucher code into a newsletter mail can be a way to lure the customers into the site. • To persuade customers into making purchases by offering them a discount.
2.3.2 Where to find it / How to set it up? • Go in the backend and log in • In Content/Newsletter folder you can find “Example generated voucher code”
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• The newsletter consists of: o Click on the Show page in the ribbon bar in order to see the voucher email example o Voucher module: Click on the App in the ribbon bar where the Voucher called “We miss
you” created in ecommerce is attached, and the ContextVoucher.cshtml o Two column newsletter paragraph consists of images and text o Product List newsletter paragraph, where 4 products are selected from the shop under
Ecommerce/Bikes
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2.4 Campaign site (Bikes) 2.4.1 Why a campaign site (Bikes)?
• A campaign site is a great way to create a page with inspiring text and powerful images • Highlight some few specific products. In this case, the campaign page wants to highlight Helmets
2.4.2 Where to find it / How to set it up? • In website select Campaign (Bikes) • In Content / Landing page click on Show page in the ribbon bar • The “See our brands” + “Visit our calendar” buttons redirect to the Main bike shop • On the navigation menu you will see that Helmets are the highlighted products in the campaign site
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2.5 Campaign site (Fashion) 2.5.1 Why a campaign site (Fashion)?
• A campaign site is a great way to create a page with inspiring text and powerful images • Highlight a few specific products. In this case Accessories.
2.5.2 Where to find it / How to set it up? • In website select Campaign (Fashion) • In Content / Landing page click on Show page in the ribbon bar
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3 ECOMMERCE 3.1 Order examples
3.1.1 Why an order list in the customer center? • An order list in the customer center is a good way for the customer to keep track on their products
and when they have purchased them.
3.1.2 Where to find it / How to set it up? Frontend
• Go to the site English (Master) The main bikeshop • Log in with username: DemoUser password: DemoUser • Go to the customer center / My orders • Here you can see a list of what DemoUser has purchased • Click on the View order link to see a receipt • Click on the Print link to print the receipt • Click on the Reorder link to put the same products in cart • See Order ID XXX
Backend
• Go in backend and log in • Go to Ecommerce/Orders/Bikes here you can find OrderID XXX • If you click on the OrderID XXX you will find detailed information about shipping, billing address etc.
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3.2 Quotes examples 3.2.1 Why request a quote?
• Users can request quotes in order to negotiate / communicate a different price or get discounts for some products
3.2.2 Where to find it / How to set it up? Frontend • In the site English (Master) The Main Bike shop • Go to the frontend • Login with username: John B2B password: John B2B • Go to Customer center / My Quotes • Here you can see a list of quotes that have been requested
Backend • Go in backend and log in • Go to Ecommerce/ Quotes/Bikez • See QUOTESE8
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3.3 RMA examples 3.3.1 Why send out an RMA request in the customer center?
• RMA (Return merchandise authorization) lets the customer return their orders
3.3.2 Where to find it / How to set it up? Frontend
• In the site English (Master) The Main Bike shop • Go to the frontend • Login with username: John B2B password: John B2B • Go to Customer center / RMA
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• Here you can see a list of RMA requests that has been sent • Click on the View link to see further information
Backend • Go in backend and log in • Go to Ecommerce/RMA/Bikez • See RMA21 with the order number ORDER516 • Here you can see the history of the conversation with the customer • On the ribbon bar it is also possible to edit the state
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3.4 Discounts 3.4.1 Why create discounts?
• Discounts can be used to lure customers into the shop, or reward them when buying a lot of products (Quantity discounts)
• Discount on shops can also be used to get rid of products that are out of season, to have more room for newer items
3.4.2 Where to find it / How to set it up?
Frontend
Example 1: -25% off discount for all users (See image example)
• In the site English (Master) The Main Bike shop • Go to the frontend • Find product 10001, 10016, 10096, 10017 • See that the product has the price with discount
Example 2: -30% off discount for specific user
• In the site English (Master) The Main Bike shop • Go to the frontend • Click on Products/Accessories/Eyewear • See products 10046, 10047, 10058 • See that the Products mentioned above are listed without a discount
• Login with username: Company/Segment 1 password: Company/Segment 1 • Click on Products/Accessories/Eyewear • See products 10046, 10047, 10058 • Now the Price is different and has a discount
Backend
• Go in backend and log in • Go to Ecommerce/Discounts & Offers / Product discounts • Here is a list of different discounts
o -25% off → Gives discount for all users selected - products are (10001, 10016, 10096, 10017 ) o -30% off → gives discount for user called Company/Segment1 - selected products are
(10046, 10047, 10058) o – 10% off (Re-activate discount) → Re-activate discount by using a voucher code
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3.5 Recurring order 3.5.1 Why create a recurring order? If the same order needs to be ordered regularly and within a specific time interval, then recurring orders can be useful to have.
3.5.2 Where to find it / How to set it up?
Frontend
• In the site English (Master) The Main Bike shop • Go to the frontend • Login with username: John B2B password: John B2B • Go to Customer center / My recurring orders • Here you can see a list of RMA requests that have been sent • Click on the View link to see further information
Backend
• Go in backend and log in • Go to Ecommerce/Recurring orders/Bikez • Here you can see the list of recurring orders
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4 MARKETING 4.1 Abandon cart campaign Backend
• In Marketing/Email Marketing/Campaigns/Abandoned cart campaign • A mail is created “You forgot to checkout” • Click on the Email set up, to see how the abandon cart email is set up
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4.2 Smart searches 4.2.1 Why set up smart searches? Smart searches for users can be viewed as dynamic user groups, containing all registered users who meet a certain set of criteria.
Basically, you can search users dynamically based on:
• User information, such as name, country or email permission • User audit information, such as creation date, created by, and email permission updates • User behavior, on your website, e.g. pages visited, or time spent on site, and for email marketing, e.g.
has received and opened a specific email, has clicked these links in a specific email, etc.
Stringing these criteria together, you can do a lot of interesting stuff automatically – email marketing, email personalization, and so forth.
4.2.2 Where to find it / How to set it up? Go to the backend Click on Users, then click on smart Searches. Here you see a list of the existing smart searches. Right click on “Smart searches” and press “New smart search” in order to add new ones.
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When setting up your smart search, make sure to add a field from the dropdown, a condition and a value. If you’ve added several fields, make sure to tick the fields you want to apply to each other.
When finished, press Save and close.
4.2.3 Users’ last order made a week ago
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4.2.4 All users from Denmark who clicked a link in a specific email
4.2.5 All B2B customers clicked a link in a specific email
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4.3 Personalization 4.3.1 Why set up personalization? With the personalization app you can create profiles, profile visitors by their website activities as well as the way they access the site. Use these tools to create personalized content on your website, and drive more engagement and sales. For instance, you might run a promotion for new users to sign up on the website – logged in users obviously shouldn’t see this.
4.3.2 Where to find it / How to set it up? Go to the backend Click on marketing, then click on Personalization Here you see a list of the existing personalizations, and a button for making new ones called “Create new profile”. Click on “Create new profile” and fill in the listed rules. Press “Save and exit”.
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4.3.3 User is logged in This setup looks at whether the user is logged in or not.
4.3.4 User is a returning visitor This setup checks to see if the user is a returning visitor
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4.3.5 Combine personalization and smart searches This setup combines personalization and smart searches by looking the smart search up in an equal to/not equal to-type condition.
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5 USERS 5.1 Impersonation 5.1.1 Why set up impersonation? With impersonation, you can allow users or user groups to act on behalf of other users or user groups and see the website through their eyes.
5.1.2 Where to find it / How to set it up? Frontend
• In the site English (Master) The Main Bike shop • Go to the frontend • Login with username: DemoUser - password: DemoUser • A yellow bar will appear, click on it and see the list of users DemoUser can impersonate
(Company/Segment 1, Company/Segment 2, Company/Segment 3)
Backend
• Go to Users/Customer • Select DemoUser • Click Impersonation on the ribbon bar, here it is possible to see who DemoUser can impersonate
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5.2 Smart searches • The smart search can be used to create queries that can filter users based on different rules. • Click on the query to see the result of the users that fit the rule of the query • To see the rules that are set up for the query, right click on the query and click on “Edit smart search“
5.2.1 Activated Customer from last Christmas Sale
This query is looking at activated customers from last Christmas Sale. It is looking up products that are bought before December 24th, 2019 and products that are viewed after 01. November 2018
5.2.2 Bought MTB – no helmet This query is looking at bought MTB with no helmets
5.2.3 Favorite products This query is looking at users that hav added a product to the favorite list from the product group Mountain bikes
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5.2.4 Loyalty points This query is looking for users that hav over 100 loyalty points
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5.2.5 New Users This query is looking at new users created today
5.2.6 No log in 30 days This query is looking at users that hav been not been logged in for over a month
5.2.7 No sale in two months This query is looking at users that have not purchased any products for two months
5.2.8 Order over 50k the last two months This query is looking at orders over 50k in the last two months
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6 PIM (PRODUCT INFORMATION MANAGEMENT)
6.1 Product Overview, Notification and Search functionality 6.1.1 Dashboard & Notification Dashboard: Personalized overview of product status, when users are logged in, and ability to show products status as lists or counter widgets
Notification: Personalized notification of product status, when users are offline, email product status embedded with lists and counter information
6.1.2 Queries - using Workflow states • WF0 - Newly arrived products:
o Simulates the state of new products, fields, languages and sort by Created date
• WF1 - Ready for Technical detail (Bikes): o Simulates products ready for “Bike Product manager”, to maintain technical information on Bikes.
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o Used to show overview within area and specific status (Similar to Workflow #3)
• WF3 - Ready for Product manager (Clothing): o Simulates products that are ready for “Clothing Product manager” to maintain technical
information. o Used for MultiEdit update with BulkEdit. Select field Composition and Washing instruction and
set new values for update. These fields are translated into languages English & Danish.
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• WF5 - Ready for Marketing: o Simulates products that are “Ready for Marketing” to maintain marketing related information
about the various Products. o Used to show product management seen from a Marketing perspective. Only fields like Teaser-
text, Description-text and Brand are shown in language English, French, German.
• WF7 - Ready for Enrichment: o Simulates products that are automatically updated with Product data/values from an external
source. Used to show products there are updated after running the Integrations task “Supplyer-import-3_UPDATEproducts”, and then ready for “Translation through Excel export/import”
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• WF9 - Ready for Publishing: o Simulates products that are “Ready for Publishing”. o Brand- or market-owner could then place these products in needed channels or shops.
6.1.3 Structure & inheritance • Explain multiple Warehouse
o Separate products, spare parts, 3rd party products, etc. • PIM structure is defined for optimizing Enrichment process
o The structure is typically maintained from the ERP system • Brand info example (different, equal content on products like text, logo, links, etc.)
o Mongoose Mountain bikes “Brandtext field” have different content, compared to other Mongoose bikes (Brandtext field are “Read only” for Editor users like PIMtechnical)
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6.2 Product material (show and enrichment) Products below are used to show the enrichment functionality and demonstrate how to navigate and use the different kinds of functions/tools to help.
6.2.1 Enrichment • Product “Scattante CFR Comp (#1 – WF)”, Single product
o Used to show technical enrichment, accessed within the query “WF1 …” o May also be used to show workflow state change, from “WF1 …” to “WF2 …, and show field
difference set up between the two queries
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• Product “Mongoose Ritual Street (#2)”, Single product o Used to show fulfilled product in 4 languages (EN, DA, FR, DE) o Preview functions can be shown in 4 languages and shows the translation feature with list-value
fields and group content (brand fields). o Used to show Richtext function on teaser & description text o In Digital Warehouse, used to download assets/images & text content
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• Product “Mongoose Tyax Comp Disc (#3)”, Product with 4 Variants (Color) o Used to show products in 4 languages (EN, DA, FR, DE), but are not fulfilled in languages “FR, DE”,
and Equipment is empty. o Used to “export/import product content” to Excel, for offline translation. Show Export function
with selecting language EN, FR, DE and all the fields. Show Import with using pre-defined Excel, placed in folder “//Files/Translation/PROD7_1_UK-GE-FR_import.xlsx”
o Use Preview function to show difference between Product Variants.
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• Product “Mongoose Canaan Comp (#4 – versioning)”, Single product. o Used to show fulfilled products in 2 languages (EN, DA) o Used to show the functionality of versions. Select Workflow tab, and look at the different
versions, there you can see the changes that have been made on the product (compare product fields).
o Use Preview function to show difference between published & draft version.
6.2.2 Enrichment with use of “Multi edit” & “Bulk edit” function • [Multi edit] Use the Query “WF #3 - Ready for Productmanager (Clothing)”, to show how to update values
on multiple products with the Multi Edit function.
• [BULK EDIT #1] Use the Query “WF #3 - Ready for Productmanager (Clothing)”. Select all products in the List View, and use “Bulk Edit”, to update selected products with equal product values.
o Open Bulk Edit and select & set field “Manufacturer = Trek” and “Form = SlimFit” and press save. Values are now set on all selected products.
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• [BULK EDIT #2] Find Product “Terry Velocity Short Sleeve Jersey” in structure (/Clothing/Terry), and use “Bulk Edit”, to update variants with equal product values.
o Open Bulk Edit and select values on field “Clothing - Composition” and “Clothing – Washing instruction” and press save. Field values are then updated on all variants and automatically translated to the languages: English, Danish, French and German (show the translation across).
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6.3 Workflow management
6.3.1 Workflow Settings PIM workflow steps are defined in the Settings below “~/PIM/Workflow”. On the DEMO site there are defined workflows for the websites Bikes and Clothing.
There are more Workflow “steps” in the website Bikes, compared to Clothing. The Workflows are connected to the structure in “PIM – Bikes & Equipment” warehouse (Bikes & Clothing).
6.3.2 Workflow demo Select the Query “WF1 - Ready for Technical detail (Bikes)” below (~/Shared queries/Workflow/) and choose the product “Scattante CFR Comp (#1 – WF)”.
Select the Workflow state, and you will see that it is possible to change the Workflow state to four different states. Select e.g. “Ready for Marketing” and verify with show in Query.
NB! Remember to switch status back, before the next demo …
6.4 Import and Export products There are made examples on Import & Export products.
Select the module Settings and open the path “Integration/Data Integration”. There you have an Activity “CSV-import-1_NEWproducts”, there you will find examples on the Import of products.
To run the “Import function”, press the RUN icon, and wait until it is finished.
6.4.1 CSV-import-1_NEWproducts Imports Bikes data into the area below Warehouse (PIM - Warehouse #2), in structure “Imported Products NEW”.
6.5 Combine products After importing new products, it is possible to use the function “Combine products” on them.
6.6 User management Get full control of what users can do (CRUD – Create, Read, Update, Delete). It is possible to set on individual permissions on Modules, Shops & Warehouse and Language.
On your demo site, permissions are setup on the following users.
Administrator:
Have access to all modules, languages and settings.
PIMtechnical:
Only access to module “PIM”. In PIM there are access to limited Warehouses & Groups.
Languages are limited to just one (English), and with NO access to Channels & Feeds.
PIMmarketing
Have access to modules “Content”, “Files”, “Users”, “Ecommerce”, “PIM”, “Marketing”, and in PIM there are limited access to Warehouses.
There is access to all Language and Group structures in the Warehouses, and access to all Channels & Feeds
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6.7 Channels & Feeds management New function added in DW 9.5. Used to organize Products, where product content should be distributed to dedicated channels in various formats.
6.7.1 Channels: There are defined two destination channels, to simulate an Amazon channel and a partner channel to service the European market.
Amazon (US):
Example of organizing products to be published on Amazon
Partner SHOP (Europe):
Example of organizing products to be published for partners in Europe
6.7.2 Feeds: There are defined three “Feeds” for Channels, to simulate how to use and setup Feeds.
• “Partner feeds (Json)” and “Partner feeds (XML)” simulate two different data formats, extracted from the same Channel source (Channel: Partner SHOP (Europe)
• “Amazon account” is just an example for extracting data from Channel “Amazon (US)”. This format can NOT be used for Amazon integration, but that will come later.
The URL to call the Feed, are placed in the bottom of the Feed window. You can select it and see the response from the Feed (Product data, default is “Json” format)
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