Product Module

This tutorial will walk you through setting up a Product in the Product Module. The Products Module has two applications, a Product List which showcases different product offerings and a Product Wizard which allows the user to select certain features and then are guided toward the product that best fits their needs. Both of these applications can be applied to a page after building the Product inside the module.

 

Creating the Main Product

Step 1: Navigate to the Products Module within the CMS

Step 2: Click on 'Create New Product Type'

Step 3:Title the main Product (ie Checking Accounts) and click 'Save Changes' - this will add the product to the list of available products in the tool.

Step 4: Click on the new product type in the list to edit and set up

 

Creating the Individual Product Types

 

Step 1: Once inside the Main Product (ie Checking) click on the + sign to the right of 'Feature'

Step 2: Fill in the fields to add the details for the specific product type (ie Super Saver Checking)

  • Product Name - this is what will show as the title of the individual product
  • Featured (yes/no)? - when an item is selected as featured it will show up in the Product List view, if its left unchecked it will be hidden from that view and only seen in the Product Wizard
  • Excerpt - this information shows on the Product Wizard view to give a short tidbit of info on the product
  • Description- this is the area that formats the Product List view. Any specific formatting to a client site is done in this area.

Step 3: Click on Save Changes and the product is now set and available in the total product list

Step 4: Repeat this process for any products that exist under this main product type

Step 5: MAKE SURE TO CLICK 'SAVE CHANGES' AT THE PRODUCT LEVEL TO SAVE ALL WORK FOR THE MAIN PRODUCT

 

Creating Product Features

Step 1: Once inside the Main Product (ie Checking) click on the + sign underneath 'Feature' 

Step 2: Add the Feature Name (ie No ATM Fees)

Step 3: Click on 'Save Changes' and the feature will be added to the feature list under the main product type

Step 4: Repeat this process for all features for this main product type

 

Selecting Features

To set up the features per individual product type simply check the box for that feature under each product it belongs to.

Once all of the features have been selected click on 'Save Changes'

The Main Product Type is now ready for placement on a page

Note: You can add new individual product types and features at any time.

 

Adding a Product List or Product Wizard to a Page

Step 1: Navigate to the page in the CMS that you wish to add either the list view or wizard view

Step 2: Place the cursor on the page where you want the content to be added

Step 3: Click on the panel icon to open up the Panel Browser

 

Step 4: Click on Add a New Panel and select which type, either Product List or Product Wizard

Step 5: Complete the fields within the New Panel set up

Name - give the new panel a name (ie Checking Product List)
Product Type - select the main product from the dropdown list of Products available from the module

Step 6: Click on 'Save Changes'

Step 7: Click on 'Use this Panel'

Step 8: Save, Submit, Approve the page to make live

 

You are now set for your Product!

We hope you found this information helpful.  If you have questions or comments please post to this topic.

Thanks,

Team Trabian

 

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