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Document status

Status
colour
Page Properties

Document status

Status
colourYellow
titleIn Progress

Target release

2023 / Q1

Epic Link

https://www.interactcp.com/taskaroo/Project/Edit?projectId=916

Document owner

TJ Van Wert

Lean Canvas

N/A

Tech Prerequisites

Pricing & Packaging

Legacy Dealer = $149 (per domain)

Silver Package = N/A

Gold Package = Pick Option (per domain)

Platinum Package = Included and only enabled if dealer wants it

Available a la carte for additional domain add-ons or items beyond picks as well

NOTE: N/A for L5 as billable currently - needs to be created before selling/adding

SKU

Legacy Dealer = Flex Listing

Silver Package = N/A

Gold Package = IRV-Web-Flex Listing-pick

Platinum Package = IRV-Web-Flex Listing-pkg

A La Carte Add-on = IRV-Web-Flex Listing

NOTE: No L5 SKU for this - needs to be created before selling/adding

Additional Confluence Links

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Overview

🎯 Objective

The flex listing feature is for those dealers that have a lot of the same exact year, manufacturer, make, and models available to display on their site, but they do not want to have their website users scrolling through multiple of the same RVs on a listing page. The dealers that would be interested in using this feature are larger dealers with multiple locations that carry many of the same models in stock at one time. We condense RVs that have the same year, manufacturer, make, and model into a single unit display on the listing page and include a number display on that unit display of how many of those exact RVs are available and what location that RV is located at the dealership

\uD83D\uDCCA Success metrics

Goal

Metric

For those dealers that have a high amount of inventory in stock and they want to condense the amount of inventory that displays on their website. Flex Listing will allow dealers to condense the amount of the same units in stock and show the variety of available inventory by not cluttering up the website with so many duplicate models.

Allows shoppers to more easily find units that the dealer has in stock without seeing the same unit multiple times on a listing page.

⚙️ How Does it Work

On the listing pages within the dealers website, it groups units that have the same year, manufacturer, make, model, and type. When units that are the same get grouped together, there will be one main unit that gets displayed along with a multiple unit number display for how many of the same units are available and the location for each. The main unit is selected based on the lowest price of the unit, if units have both MSRP and Sale Price available, the system will pick the lowest priced unit based on the lowest price of all units that have the same year, manufacturer, make, model, and type.

...

The main unit CTA of the grouped units will work a little different than a single unit. Specifically, the GLP button display will match the typically GLP button text, but it does not work the same. On a single unit the GLP button will open up the GLP form in a lightbox. On the main unit of the grouped units, the GLP button is a graphical button that will look the same as the rest of the units, but when you click the GLP button it will open up the lightbox listing all the available units. In the lightbox there will be another GLP button that is tied to the specific unit, when that GLP button is clicked it will then open up the GLP form in a lightbox for that specific unit.

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Technical Details

\uD83D\uDDD2 Requirements

Requirement

User Story

Importance

Task

Notes

Consolidate duplicate inventory (same mfgr/etc) on listing page to show xx units at xx locations

Status
colourRed
titleHIGH

 Applies to new/used condition

 

Status
colourRed
titleHIGH

 

 

If no duplicated units, do not show and adjust spacing

Status
colourRed
titleHIGH

When user clicks on the consolidated info, bring up a list of each unit/location with option to click through to detail page

Status
colourRed
titleHIGH

Hide flex units expand button when expanded

Status
colourRed
titleHIGH

Requires custom listing page to accommodate - custom consolidatedunitlist.js default template

Status
colourRed
titleHIGH

Adjusts for mobile and grid views

Status
colourRed
titleHIGH

Keep lazy loading functionality

Status
colourRed
titleHIGH

Keep GLP functionality

Status
colourRed
titleHIGH

Created app setting to turn off/on (flex_listing) - website level (vs. account) - domain needs to be added as the description in Taskaroo.

Status
colourRed
titleHIGH

Select primary unit that displays based on lowest price (vs. current random).  Use existing pricing "tier" controls.

Status
colourRed
titleHIGH

Change front end to add "Starting at..." to be placed above the current price labels.  Design Team said dealers will want to continue to display MSRP, Discount, Sale Price.   NOTE:  Payments already has "FROM". (See Figma)

Status
colourRed
titleHIGH

Make the "Starting at..." label so that it could be styled by the design team without dev team being involved. This way if a dealer wants to change the text from "Starting at.." they can it to what they want it to say.

Status
colourRed
titleHIGH

Need to display the lowest price of each unit in the pop up light box display of the flex listing (See Figma)

Status
colourRed
titleHIGH

\uD83C\uDFA8 User interaction and design

Listing Page Display

...

Pop Up Display after clicking on the unit

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(question) Open Questions

Question

Answer

Date Answered

What pieces of this feature can be tailored for the dealer?

Currently no tailoring is offered to the client from the control of how flex listing works. Front End Developers may change what they can via CSS such as the “Starting At…” label on the listing page.

Jan 2023

(warning) Out of Scope

Each dealer will not be able to have their own way the tool works. Front end team can tailor the display of the feature on the listing pages, but how units get grouped, what gets displayed, and how the feature works will not be controllable by the dealers.

📝 Additional Details

↪️ Future Requests

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Request Details

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Suggestion Form Link

...

Date Requested

...

Ungrouping units at the same location as users are not able to click into all the grouped units. This is an issue with Used more than New because each Used unit should be able to be viewed by users. Can be issue if units have different prices on the same unit at the same location.

...

May 2023

Setup Guide

Info

If Flex Listing line item is already in Taskaroo and you just need to enable Flex Listing you will follow step 1.V.1.

If you DO NOT see Flex Listing line item in Taskaroo, you will need to reach out to support@interactrv.com to request that to be added into Taskaroo.

📖 Instructions

There are two pieces that have to be completed for flex listing to work and display on a dealers site properly.

  1. Flex Listing Feature Enablement

First choose one of the scenarios below to see the instructions for the feature enablement

...

Why does my dealer get this error message on their site when flex listing is installed? "An error occurred while rendering the macro UnitList."

When using the Flex Listing control, due to the way Flex Listing works with unit filtering and sorting. It only allows to have default sorting set for “Condition” and “Year”

Dec 2023

(warning) Out of Scope

Each dealer will not be able to have their own way the tool works. Front end team can tailor the display of the feature on the listing pages, but how units get grouped, what gets displayed, and how the feature works will not be controllable by the dealers.

📝 Additional Details

↪️ Future Requests

Request Details

Suggestion Form Link

Date Requested

Ungrouping units at the same location as users are not able to click into all the grouped units. This is an issue with Used more than New because each Used unit should be able to be viewed by users. Can be issue if units have different prices on the same unit at the same location.

May 2023

...

Setup Guide

Info

If Flex Listing line item is already in Taskaroo and you just need to enable Flex Listing you will follow step 1.V.1.

If you DO NOT see Flex Listing line item in Taskaroo, you will need to reach out to support@interactrv.com to request that to be added into Taskaroo.

📖 Instructions

There are two pieces that have to be completed for flex listing to work and display on a dealers site properly.

  1. Flex Listing Feature Enablement

First choose one of the scenarios below to see the instructions for the feature enablement

Expand
titleInstructions if the website is in Dev and they want to add Flex Listing to see how it works.
  1. Go into Taskaroo > Find the dealers account.

  2. Find the Flex Listing line item in the dealers account and click on the line item to open.

  3. Ensure that the API behavior is set to “Use Service Type API Setting”

  4. Click the enable button to switch it to disable, and then click save. Ensure that change has saved.

  5. Update the description website domain from the live domain URL to be the dev domain URL (DO NOT CLICK SAVE YET DO #6 FIRST)

  6. Click the disable button to switch to enable again, and then click save. Ensure that change has saved.

Expand
titleInstructions if Flex Listing will remain during the transition from Dev to Live website.
  1. Go into Taskaroo > Find the dealers account.

  2. Find the Flex Listing line item in the dealers account and click on the line item to open.

  3. Ensure that the API behavior is set to “Use Service Type API Setting”

  4. Click the enable button to switch it to disable, and then click save. Ensure that change has saved.

  5. Update the description website domain from the live DEV domain URL to be the dev LIVE domain URL (DO NOT CLICK SAVE YET DO #6 FIRST)

  6. Click the disable button to switch to enable again, and then click save. Ensure that change has saved.

Expand
titleInstructions if Flex Listing will remain during the transition from Dev to Live website.
  1. Go into Taskaroo > Find the dealers account.

  2. Find the Flex Listing line item in the dealers account and click on the line item to open.

  3. Ensure that the API behavior is set to “Use Service Type API Setting”

  4. Click the enable button to switch it to disable, and then click save. Ensure that change has saved.

  5. Update the description website domain from the DEV domain URL to be the LIVE domain URL (DO NOT CLICK SAVE YET DO #6 FIRST)

  6. Click the disable button to switch to enable again, and then click save. Ensure that change has saved.

Expand
titleInstructions if the website is already live and they want to add Flex Listing
  1. Go into Taskaroo > Find the dealers account.

  2. Find the Flex Listing line item in the dealers account and click on the line item to open.

  3. Ensure that the description field has the live domain name (www.dealerdomain.com)

  4. Ensure that the API behavior is set to “Use Service Type API Setting”

  5. Ensure that the enable button is marked enabled

  6. Click Save

Adding to the website

Termination Guide

Info

Terminations can be completed by the FED team. Account Managers will need to create a task for FED team to re

📕 Instructions

To Disable The Feature

Expand
titleRemoving from Dev Site
  1. If the dealer wants to “not keep” flex listing and we know that before they go live, we need to do the following while the domain is still tied to the dev domain:

    In Taskaroo, change to disabled in the account service and hit save.  Keep API behavior ON – this makes the “call” from Taskaroo to iCC to turn it off

    and then click save. Ensure that change has saved.

Expand
titleInstructions if the website is already live and they want to add Flex Listing
  1. Go into Taskaroo > Find the dealers account.

  2. Find the Flex Listing line item in the dealers account and click on the line item to open.

  3. Ensure that the description field has the live domain name (www.dealerdomain.com)

  4. Ensure that the API behavior is set to “Use Service Type API Setting”

  5. Ensure that the enable button is marked enabled

  6. Click Save

  1. Adding to the website

    1. A task should be created for the FED team to ensure styling is correct.

    2. Simply note which dealer it is and ask to ensure implementation is complete.

...

Termination Guide

Info

Terminations can be completed by the FED team. Account Managers will need to create a task for FED team to remove.

📕 Instructions

To Disable The Feature

Expand
titleRemoving from Dev Site
  1. If the dealer wants to “not keep” flex listing and we know that before they go live, we need to do the following while the domain is still tied to the dev domain:

    If the dealer wants to “not keep” flex listing after they have gone live and/or wants to remove, the following steps are needed.

    1. In Taskaroo, change to disabled in the account service and hit save.  Keep API behavior ON – this makes the “call” from Taskaroo to iCC to turn it off.

    2. In iCC, run the Account Features report and verify that the customer and/or domain reference no longer shows.  If it does, stop and escalate to Support/Product for assistance. 

    3. Verify that it is no longer on their site.  If it is, escalate to Support/Product for assistance.

    4. Once confirmed off in iCC and their site, return to Taskaroo and change the domain reference to their live domain, change the service to enabled, and change the API behavior to bypass, THEN hit save…..the same steps above would be followed if they ever want in the future.

    5. In iCC, run the Account Features report and verify that the customer and/or domain reference no longer showsdid not return.  If it doesdid, stop and escalate to Support/Product for assistance. 

    6. Verify that it is no longer not re-enabled on their site.  If it is, escalate to Support/Product for assistance.

    7. Once confirmed off in iCC and their site, return to Taskaroo and change the domain reference to their live domain, change the service to enabled, and change the API behavior to bypass, THEN hit save…..the same steps above would be followed if they ever want in the future.

    8. In iCC, run the Account Features report and verify that the customer and/or domain reference did not return.  If it did, stop and escalate to Support/Product for assistance. 

    9. Verify it is not re-enabled on their site.  If it is, escalate to Support/Product for assistance. 

Expand
titleRemoving from Live Site
    1. In Taskaroo, change to disabled in the account service and hit save.  Keep API behavior ON – this makes the “call” from Taskaroo to iCC to turn it off.  If API was incorrectly turned off, turn on and hit save, then disable.  If API is not “on” it doesn’t “talk” to iCC.

      NOTE:  This may cause the “stuck” account issue – to fix this, remove the domain reference in Taskaroo with the service enabled and the API set to on by just copying the account service name.  Then disable the service – this should remove from iCC – confirm, then change to domain reference, change to bypass, and keep enabled and hit save. 

       

Expand
titleRemoving from Live Site
  1. If the dealer wants to “not keep” flex listing after they have gone live and/or wants to remove, the following steps are needed.

    1. In Taskaroo, change to disabled in the account service and hit save.  Keep API behavior ON – this makes the “call” from Taskaroo to iCC to turn it off.  If API was incorrectly turned off, turn on and hit save, then disable.  If API is not “on” it doesn’t “talk” to iCC.

      1. NOTE:  This may cause the “stuck” account issue – to fix this, remove the domain reference in Taskaroo with the service enabled and the API set to on by just copying the account service name.  Then disable the service – this should remove from iCC – confirm, then change to domain reference, change to bypass, and keep enabled and hit save. 

    2. In iCC, run the Account Features report and verify that the customer and/or domain reference no longer shows.  If it does, stop and escalate to Support/Product for assistance. 

    3. Verify that it is no longer on their site.  If it is, escalate to Support/Product for assistance. 

    4. Once confirmed off in iCC and their site, change the service to enabled, and change the API behavior to bypass, make sure it is correctly tied to their live domain (http://dealerdomain.com ) THEN hit save…..

    5. In iCC, run the Account Features report and verify that the customer and/or domain reference no longer showsdid not return.  If it doesdid, stop and escalate to Support/Product for assistance. 

    6. Verify that it is no longer not re-enabled on their site.  If it is, escalate to Support/Product for assistance

    7. Once confirmed off in iCC and their site, change the service to enabled, and change the API behavior to bypass, make sure it is correctly tied to their live domain (http://dealerdomain.com ) THEN hit save…..

    8. In iCC, run the Account Features report and verify that the customer and/or domain reference did not return.  If it did, stop and escalate to Support/Product for assistance. 

    9. Verify it is not re-enabled on their site.  If it is, escalate to Support/Product for assistance.

...

    1. .

To Remove From Website

  1. FED team will remove or comment out all additional styling that might have accompanied the flex listing feature.

Support Guide

Expand
titleThe listing pages on the dealers site is displaying "An error occurred while rendering the macro UnitList."

This is due to the fact that the flex listing controls only allow specific default sort orders to be selected. Currently the only sort orders that can be used in conjunction with Flex Listing are “Condition” and “Year”. If the default sort order is set to anything else it will give the macro error.