Sitesmith User Guide
Table Of Contents
- 1 Table Of Contents
- 2 Commonly Used Terms
- 3 iCC Setup
- 4 Access Sitesmith
- 4.1 Agreement Basics
- 4.2 Site Design Process
- 4.2.1 Site Layout
- 4.2.1.1 Starter Layout
- 4.2.1.2 Logo
- 4.2.1.3 Header
- 4.2.1.4 Footer
- 4.2.1.4.1 Design
- 4.2.1.4.2 Quick Links
- 4.2.1.5 Operating Hours
- 4.2.1.6 Social Media
- 4.2.2 Pages & Navigation
- 4.2.2.1 Navigation
- 4.2.2.2 Site Pages
- 4.2.3 Site Preview Tool Bar
- 4.2.4 Home Page
- 4.2.4.1 Hero
- 4.2.4.2 Highlighted Product Types
- 4.2.4.3 Tow Guide CTA
- 4.2.4.4 Shop Guide CTA
- 4.2.4.5 Lifestyle Links
- 4.2.4.6 Rotating Banners
- 4.2.4.7 Shop Your Way
- 4.2.4.8 RV Explore
- 4.2.4.9 Featured RVs
- 4.2.4.10 Highlighted Services
- 4.2.4.11 Brand Display
- 4.2.4.12 Reviews
- 4.2.4.13 Welcome Section
- 4.2.5 Theme
- 4.2.6 Listing Page
- 4.2.7 Detail Page
- 4.2.1 Site Layout
- 4.3 Review Screen
Commonly Used Terms
Keyword | Description |
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Sitesmith | Front end user experience that user interact with to make design selections. |
Siteforge | Backend tool that takes the selections within Sitesmith and builds the website. |
Content Editor (Side Panel) | As you make additions/changes in the Content Editor (Side Panel), you will see the changes happening in the Site preview.
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Site Preview |
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Site Preview Tool Bar | With this tool bar you can update colors, change images, move sections, select variables, updating padding, take a snapshot to save the layout, and navigate between the homepage, listing page, and detail page.
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Site Section | This is the different site sections that you can add to the homepage. You cannot use a section more than once on the homepage and you don’t have to use all sections on a website. You want to find the best combination of sections that makes the homepage look good and flow properly. |
Variant | Variant is a style options within a specific section. Clients have a choice of what the section looks like. Some sections only have one style choice, while others have multiple styles to them. You can only access the Variant when using the Variant tool within an section. |
Continue Button (aka Save Button) | This is aka the “Save” button, it will save the content/selections made as you continue through the process. Make sure to click Continue at every opportunity so you save your work as you move through the different selections. No matter what Continue button you click, it will save the work you have done thus far. |
Notes | Anytime that you see a “Notes” field within the Content Editor (Side Panel) you will be able to add a note for that selection. The goal is to take a note on something that you are not able to accomplish within the experience and it will save that note into Salesforce for the Front End Development team to complete the request. You can include URLs so that you can give the FED a image or a example from a URL of what you are referencing. |
iCC Setup
iCC Account Creation
First we will need to ensure that we have everything setup within iCC before we can start a Sitesmith experience.
The client account has been added
The client lot(s) have all been added
The dev domain has been added into the domain screen and the website type is set to development for a development site and set to storefront when the site is live.
The account node has been added into the CMS (DO NOT add a domain within the account node, Siteforge will do that for us)
iCC Dealer Detail Setup
Enable registrations
By enabling registrations this allow us to display the same Types in Sitesmith to be selected to display on the types bar.
We should enable all the basic RV Types in Sitesmith. The more types we have enabled, the easier it will be to add/remove types within Sitesmith. For example, if the dealer currently does not have motorhomes as a RV Type on their website, but in the onboarding call they say
Enable brands/models
Access Sitesmith
You will access Sitesmith from iCC. It does not matter what account you are in, you can access Sitesmith from Website > Sitesmith menu item.
Agreement Basics
Agreement Basics is the connection between iCC, CMS, and Sitesmith. This connection allows us to save Sitesmith experiences as we go through the design process, tells Siteforge where to place the site when a user clicks the submit button.
Within the Agreement Basic screen you will
Select an Account - This selection connects the account within iCC for the purposes of data, saving, and site building via Siteforge.
NOTE: This is a type a head field so you can start typing in the account you are looking for verse using a drop down menu
Select a Domain - This selection connects the domain within the account for the purposes of data, saving, and site building via Siteforge.
Note: This is a type a head field so you can start typing in the domain you are looking for verse using a drop down menu
Select the Package Type - This selection will allow different functionalities to be available within the Sitesmith tool. Depending on which package gets selected will depend on what choices a user will have within the Sitesmith experience.
Note: This is based on the agreement that the dealer signed, please be sure to select the correct package at this time, as this will be saved once selected and the continue button has been clicked. Once you have saved a package you cannot change the package selection without restarting
Selections
Silver (Fewer website sections are available to select)
Gold (Both Gold and Platinum have all website section selections available including Silver Package options)
Platinum(Both Gold and Platinum have all website section selections available including Silver Package options)
Package Content - The goal of this feature is to help enable more functionality in Sitesmith when specific pick options or package details are selected within the sales process. This will allow us to automate some of the setup of features when selected via the package content.
Note: This has not been fully built, but tow guide selection is available and does allow the tow guide section to be selected within Sitesmith when checked.
Site Design Process
Before getting started, if the client has a current website, you will want to ensure that website is open on another screen so that you can review their current site and capture details that you need from their current website, and apply it in Sitesmith.
During the Site Design process, you will start by utilizing the Content Editor (Side Panel) to start building out some of the design, but as you get into the look of the site, you will will want to align the sections you will want to use before continuing to use the Content Editor (Side Panel). By following the process you will save your time from added unnecessary content into an section that you may not use.
Below is the recommendation of the process that you should follow when utilizing the Site Design functionality. You will follow this process until you get to the Home Page section. At this point you will stop utilizing the Content Editor until you have completed the design phase within the site preview where you will display the sections needed, add images where necessary, and add background colors before moving on to the the process.
Site Layout
In the Site Layout, we start by selecting some of the basic sections that will be consistent through on all pages throughout the website. First you will select a starter layout that will give you a starting point. With so many sections available on the homepage, rather than displaying all sections as soon as you start a Sitesmith experience, we are providing a starting point so you don’t have to remove so many sections you don’t need.
You will also get to upload the dealer logo, select a header style, select a footer style, add the operating hours and social media icons.
Starter Layout
Goal: Select a layout that will most closely match what site design you would like to complete. You don’t have to stick with this layout, it just gives you a starting point so you don’t have to remove so many sections on the homepage.
Take Action:
Select the Layout you want to start with
Click Continue
Logo
Goal: To capture the dealers logo from their current website and upload it into Sitesmith, this will provide starting colors to the website and display the dealers logo in Sitesmith.
Header
Footer
Design
Quick Links
Operating Hours
Social Media
Pages & Navigation
Sitesmith does more than allow us to design the homepage of the site, it also can help us by creating the secondary pages that the FED team will need to have within the CMS to help them move over the content from the dealers current website to the new website we are developing for them.
We want to first align the navigation to match what the dealer currently has so that we ensure that we have all pages that the dealer has on their current site by aligning the main navigation items and all the drop downs that come from the main navigation items. (Dealer doesn’t have a current site, that is fine, we have a default navigation bar setup to help us drive the conversation during the onboarding call)
Once we have the navigation set how we need it, we will then go into select pages to ensure that every navigation item has a link to the page it should. We have many default pages that are available to be selected, and custom pages can be added to cover those pages we don’t have by default.
Both of these process are extremely important that we take the time to get these right. The navigation bar and moving over content are very big deals to clients. So we want to put them at ease that we have identified the navigation items, created the pages to move over the content, and we will be moving over their content.
Navigation
Site Pages
Site Preview Tool Bar
First you will need to understand how to use the tool bar. Here are the icons or actions that you can take within the site preview and what they allow you to do.
Icon | Details | Action |
| The paint can icon tool will allow you to apply a color to the background of certain sections. Once you have click the paint can icon tool at the top The paint can icon will display on or in the sections where you are able to change the color. If the paint can icon does not appear after you have clicked the paint tool icon at the top, that means that section does not have the ability to change the color. The colors available are the 4 main colors within the theme selection in the Content Editor (Side Panel). Plus standard colors such as white, grey, charcoal, and black. The only colors that can be edited are the first 4 theme colors. When you change the theme colors, it will change the colors in this tool as well. |
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| The image icon tool will allow you to apply images within certain sections, backgrounds, and banners. Once you have click the image icon tool at the top, the image icon will display on or in the sections where you are able to change an image. If the image icon does not appear after you have selected the paint tool icon at the top, that means that section does not have the ability to change the image. Actions you can take within the image selector:
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| This sections icon allows you take actions with the section and change out the different styles (variants) for that section. Actions you can take within the variant selector tool:
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| The spacing icon will allow you to adjust the padding of certain sections. Not all sections have the ability to adjust the padding, so you will need to click the icon to see which sections have the ability to adjust the padding. You can adjust the Top Padding or the Bottom Padding. Options are: Extra Small, Small, Medium, and Large. When to use this? The best scenario is where you see a lot of blank space you want to reduce that blank space as much as possible. You don’t want to totally remove all padding, but you might want to bring things closer together to make them look better. Sometimes you may need to adjust the top of one section and the bottom of the other to bring two sections closer together. |
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| The Snapshot tool allows you to save multiple layouts and select from the layouts. This helps during the onboarding call with the client to be able to have a few different layouts that allows you to jump back and forth quickly so if the client wants to see a few different layouts we can switch back and forth quickly to show them the selections they are interested in. Prior to getting on the call with the client you could design multiple options and save them in the snapshot so you can show them the options quickly by loading the different options for them on the call. Actions you can take within the snapshot tool:
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| This allows you to quickly toggle between the homepage, listing page, and detail page without having to click into the Content Editor (Side Panel) |
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| Clicking any section within the site preview will open the Content Editor (Side Panel) to the the section you clicked on so that you can quickly navigate where you need to take an action within the Content Editor. Sometimes the section may not have any action you can take in the Content Editor (Side Panel), but many times there are additional controls within Content Editor (Side Panel). |
Home Page
This is the list of all available sections on the Homepage, this does not mean we should display all sections, but for the user guide purposes, we are listing all available with the details for each. You will want to align your homepage sections to what the clients current site has or based on preference that the client has mentioned.
sections | Details | Action |
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Hero | This is a multiple select section meaning that you will have some functionality that you can take within the Content Editor (Side Panel) and you can use the variant selection icon to choose which variant you want to display. You will also need to use the Image Selection Tool depending on the variant you select. Within the Content Editor you can enter the slogan for the hero, if the variant you selected has it available (not all variants have a place for a slogan). Depending on if you want to use a Text Slogan or a Slogan created via an image, you have the ability to do either or, but you cannot currently do half text, half image. When using the image selector, you will need to save the image on your computer to be able to upload the image. There is a size limit of 100k There is an HTML editor option that will allow some additional styling features for text slogans. As always there is a notes area to include additional notes for the design/FED teams. Be sure to click the “Continue” button after using the tool so that it saves any work done. | |
Highlighted Product Types | This is a multiple select section meaning that you will have some functionality that you can take within the Content Editor (Side Panel) and you can use the variant selection icon to choose which variant you want to display. You will also need to use the Image Selection Tool depending on the variant you select. Before starting this step, someone should have already enabled all the necessary product registrations within iCC for this dealers account. The product registrations are what help drive this feature within Sitesmith. Without the registrations, there would be nothing to select in this section. To get a type to display with in the types bar, you will check the box for the default type available, or click the Add Type button to add a custom type to the bar. It’s best to use the check boxes when available. When adding a custom type, you will want to select the proper graphic for the type you are adding. In some cases you will want to add a custom type when grouping types such as motorhomes together into one icon. When adding in custom types you will want to make sure you link the page to the correct URL. Here is a list of default product page names to use Standard Pages. If the page is not listed here, follow the same pattern as (/product/type-name/) for an RV type. Note: You can add in custom non-type icons into the types bar. Maybe the dealer wants to use a type space to display Used RVs as a type or use a space for another graphic such as Shopper Guide. These custom pages do not need to follow the same structure as the types, this icon can link to any page within the website, just make sure you link the page correctly. You have the ability to select which type of icon graphics are used. More realistic 3rd graphics or silhouette graphics. You can also display or not display the New and Used links below the type icon. Due note that no matter what icon is there it will apply the new and used links. Notes will have to be taken for any custom work done by the FED team. As always there is a notes area to include additional notes for the design/FED teams. Be sure to click the “Continue” button after using the tool so that it saves any work done. |
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Tow Guide CTA | This is a multiple select section meaning that you will have some functionality that you can take within the Content Editor (Side Panel) and you can use the variant selection icon to choose which variant you want to display. Within the tow guide section you are able to adjust the heading and sub heading text. Currently no other options are available to adjust on this section. As always there is a notes area to include additional notes for the design/FED teams. Be sure to click the “Continue” button after using the tool so that it saves any work done. |
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Shop Guide CTA | This is a multiple select section meaning that you will have some functionality that you can take within the Content Editor (Side Panel) and you can use the variant selection icon to choose which variant you want to display. For the shopper guide, you are able to adjust the heading and sub heading text. Currently no other options are available to adjust on this section. As always there is a notes area to include additional notes for the design/FED teams. Be sure to click the “Continue” button after using the tool so that it saves any work done. |
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Lifestyle Links | Within the Lifestyle Links we have 3 defaults that you can select. You also have the ability to add your own lifestyle links by entering in a link and clicking the plus icon, you will also want to add a label to display on the button on the website. The max you are able to display is 3. You will need to add a Target URL for each selection so the button links to a listing page. You will have to take notes for FED to make sure the listing pages have the proper settings on the listing page to display the units to match the Lifestyle button. As always there is a notes area to include additional notes for the design/FED teams. Be sure to click the “Continue” button after using the tool so that it saves any work done.
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Rotating Banners | You will want to use the Image Selector tool to select the available banners within the image gallery. There is nothing more you can do within the Content Editor for this section. As always there is a notes area to include additional notes for the design/FED teams. Be sure to click the “Continue” button after using the tool so that it saves any work done. |
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Shop Your Way | This is a multiple select section meaning that you will have some functionality that you can take within the Content Editor (Side Panel) and you can use the variant selection icon to choose which variant you want to display. Within the Shop Your Way section you can select up to 4 max services to display on the website. Each service has default text links within the groups that are set based on commonly used groupings for each service. While some dealers want to customize this more, this section allows us to create the structure for the FED to add custom selections or make custom groupings based on what the client is looking for. As always there is a notes area to include additional notes for the design/FED teams. Be sure to click the “Continue” button after using the tool so that it saves any work done. |
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RV Explore | Within the RV Explore section you are able to adjust the heading, sub heading text, and where the button links to. You also have the ability to select a background image for the section. You will want to select an image where the focus of the image is more on the right side because of the text box being on the left side. For any additional work, we will need to involve the design/FED team. As always there is a notes area to include additional notes for the design/FED teams. Be sure to click the “Continue” button after using the tool so that it saves any work done. |
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Featured RVs | Currently there is no ability to select a different variant or make any changes within the Content Editor (Side Panel) for this section. For any changes/additions to this section, we will have to involve the design/FED team. As always there is a notes area to include additional notes for the design/FED teams. Be sure to click the “Continue” button after using the tool so that it saves any work done. |
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Highlighted Services | This is a multiple select section meaning that you will have some functionality that you can take within the Content Editor (Side Panel) and you can use the variant selection icon to choose which variant you want to display. You will also need to use the Image Selection Tool depending on the variant you select. Within the Highlighted Services section we have the ability to select up to 4 total Highlighted services. Whether you select from the default or create custom Highlighted Services we can only display 4. When creating a custom service, you will need to first type in the name of the service then click the plus icon. You will then need to add a Label to display on the website, add Action Text, and type in the Target URL (Note: When you type in the page name, if you currently don’t have that page created in the site page section, you will need to add the page in the Site Pages section.) Note: When switching between different card variants (Tall vs Short), you will need to make sure you are refreshing the images within the image selector tool because the size of the images are different between tall card vs short card. For anything custom, you will have to include the design/FED team to make customizations. As always there is a notes area to include additional notes for the design/FED teams. Be sure to click the “Continue” button after using the tool so that it saves any work done. |
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Brand Display | Before starting this step, someone should have already enabled all the necessary brands/models within iCC RV Library for this dealers account. The RV library is what helps drive this feature within Sitesmith. Without the models enabled there would be nothing displayed in this section. We want to ensure we have all the proper brands/models enabled prior to the call with the client so that they can see and validate that we have enabled all the correct brands. If a dealer sells many different manufacturers on their lot, we will want to select the first option “Show manufacturer logos with brand listed in dropdowns.” If a dealer sells one manufacturer we should display the second options “Show all brand logos (without manufacturers)” so it appears like they have more logos vs just showing on manufacturer logo. It is up to the client what they want to do, but we should not have too many logos or too few logos displaying on the homepage. As always there is a notes area to include additional notes for the design/FED teams. Be sure to click the “Continue” button after using the tool so that it saves any work done. |
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Reviews | This is a multiple select section meaning that you will have some functionality that you can take within the Content Editor (Side Panel) and you can use the variant selection icon to choose which variant you want to display. You will also need to use the Image Selection Tool depending on the variant you select. Within the Reviews section, you have the ability to add static reviews to the homepage. You can add a name, location, and a short review. You also have the ability to link where the Read More Reviews would go to. You can link it to our default testimonials page or to a 3rd party review page. As always there is a notes area to include additional notes for the design/FED teams. Be sure to click the “Continue” button after using the tool so that it saves any work done. |
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Welcome Section | This is a multiple select section meaning that you will have some functionality that you can take within the Content Editor (Side Panel) and you can use the variant selection icon to choose which variant you want to display. You will also need to use the Image Selection Tool depending on the variant you select. Within the Welcome To Section, you will be able to edit the Heading and add the body content. As always there is a notes area to include additional notes for the design/FED teams. Be sure to click the “Continue” button after using the tool so that it saves any work done. |
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Theme
Colors