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Catalog Page Type

The Catalog Page Type is designed to allow your Customers to browse and search your online catalogs of Products and Product Groups, from a single Page.

Here are the Page Type Properties available to this Page Type:

 
 

Product Group:

The Catalog Page will start with this Product Group as the parent when the Page is first displayed.  Leave this field unselected if you want to start with the top-most Product Group of the website as the parent when the Page is first displayed.
Enable Menu:
Select this if you want a menu to appear on the Catalog page that allows Customers to quickly browse to a Product Group. All Product Groups, starting with the Product Group that was selected above, where the Display Type is "Display contents for browsing on catalog page" will be included in the menu. Products are not included in the menu.
Enable Search:

Select this if you want a search field to appear on the Catalog page that allows Customers to quickly find Product Groups and Products. The search feature will only search for items under the Product Group that was selected above. Also, it will only search for items that appear on Catalog Detail pages (i.e. Product Groups where the Display Type is "Display contents for selection on catalog detail page" and Products).

The following fields for Product Groups and Products are searched.

  • Search Keywords
  • Name/ID/SKU
  • Short Description
  • Full Description
  • Details
  • Web Browser Keywords

The fields above are listed in order of importance in determining search relevance, from most important to least important. For example, if the search feature finds a match in Search Keywords for Product A and a match in Details for Product B, then Product A will appear in the search results before Product B, because Search Keywords is more important than Details. In order to generate a match, the keywords that the Customer enters only have to match part of the data in a field, so, for example, if a Customer searches for "shirt" and a Product contains "t-shirt" for Search Keywords, then that will result in a match.

TIP: If you want to improve the quality of the search results for your Customers we recommend that you add Search Keywords to your Product Groups and Products that match the types of keywords that your Customers might enter to find a Product.

If the search feature finds a match for a Product that is in a Product Group, where the Display Type is "Display contents for selection on catalog detail page", then the Product Group will appear in the search results instead of the Product.

If a Product Group or Product has Search Keywords, then the keywords will be displayed on the Catalog Detail Page with links to search results for each keyword, even if search is disabled for the Catalog Page. If you want to fully disable search then you should uncheck this check box and remove search keywords from Product Groups and Products.

Number of Featured Items:
Specify the maximum number of featured Product Groups and Products to display. You may set the value to 0 to disable this feature. Featured items are set on the Edit Featured & New Items screen in the Commerce tab.
Number of New Items:
Specify the maximum number of new Product Groups and Products to display. You may set the value to 0 to disable this feature. New items are set on the Edit Featured & New Items screen in the Commerce tab.
Number of Columns:
Specify the number of columns to display the children Products & Product Groups found within the parent Product Group.
Image Width:
Specify the width that each thumbnail image generated for each Product & Product Group displayed.

TIP: For the best thumbnail rendering, make the Image Width evenly divisible by 2 in relation to the original Product & Product Group images.
Image Height:
Specify the height that each thumbnail image generated for each Product & Product Group displayed.

TIP: For the best thumbnail rendering, make the Image Height evenly divisible by 2 in relation to the original Product & Product Group images.
Back Button Label:
Specify the text that will be displayed to the "Back" button on the Page.
Catalog Detail Page:
Sometimes browsing a Catalog is all you need your Customers to do.  However, if you want to allow your Customers to also purchase online, you will need to connect your Catalog Page to a Catalog Detail Page.  This will allow them to reach the Add to Cart features.

 

Setting up a Catalog

The Catalog Page is a powerful feature that lets your Customers browse and search an unlimited number Product Groups  and Products. All the display and navigation is built-in, so you don't have to create a Page for each and every Product and Product Group. Instead, a single Catalog Page can list and navigate through an unlimited number of Product Groups and Products.

Browsing a Catalog: When you create a Catalog Page, you specify the starting, or parent Product Group.  Product Groups for Products are like Folders are to Pages.  You can place children Product Groups and Products into a parent Product Group. This relationship is used by the Catalog Page to first display the parent Product Group and then allow the Customer to drill down into it's children Product Groups and Products. If you want to change the way a Catalog Page navigates or the Products it displays, simply move the Products and Product Groups around. You must have Commerce Manager rights to do this.

Buying from a Catalog: When you create a Catalog Page, you can optionally specify a Catalog Detail Page.  If you do this, the Customer will be able to not only browse the Catalog, but also add any Products in the Catalog to their Cart.

TIP: Since the logic that drives the browsing/buying is defined within each Catalog Page, you can create unlimited Catalog Pages, each with different features.  If you then put these Pages into access-controlled Folders, you can create catalogs for different audiences.  For example, a catalog for public shopping, and a private catalog for members or resellers only, and even a catalog unique to a specialized customer.

TIP: You can also use a Catalog Page to create a dynamically changing catalog of media! To do this, simply create a Product for each media item, set it's Price to "0.00", and set it's Selection Type to "Donation". This will surpress the ecommerce features for the Page.

Catalog Detail Page Type

The Catalog Detail Page Type is designed to allow your Customers to view and/or add any Product found in a catalog to their Cart from a single Page.

Catalog Detail Pages display dynamic Product data and therefore must be displayed by a Catalog Page using the Catalog Page's "Catalog Detail Page" property.
 
Here are the Page Type Properties available to this Page Type:

 
 
Allow customer to add product to order:

Check this if you want to allow the Customer to order Products from this page. If you uncheck this then the Customer will only be able to view Product information.

TIP: If you have a catalog of items that are not meant to be ordered online, then you should uncheck this field.

Add Button Label:
If "Allow customer to add product to order" is selected, then specify the text that will be displayed on the "Add" to Cart button.
Next Page:
If "Allow customer to add product to order" is selected, then specify the Page to send the Customer to after they click on the "Add" to Cart button.

TIP: Typically this is the Shopping Cart Page or Express Order Page.
Back Button Label:
Specify the text that will be displayed on the "Back" to Catalog Page button.

TIP: You can also use a Catalog Detail Page (in conjunction with a Catalog Page) to create a dynamically changing catalog of media! To do this, simply create a Product for each media item, set it's Price to "0.00", and set it's Selection Type to "Donation". This will surpress the ecommerce features for the Page.

Express Order Page Type

This Page Type is provided so that you can combine the functionality of the Shopping Cart, Billing Information, and the Order Preview Pages all in one Page, for a fast checkout process.

This combined checkout page is ideal if you are not shipping products, but are collecting payments for softgoods like donations, memberships, downloads, and recurring services fees. Although shipping will also be handled from this page, it will be a disconnect for your customers because it will take them "backwards" to collect the shipping information.

The way to use this Page Type is to link to it directly from your Order Forms using the "Next Page" field. Then you can link this Page Type to an Order Receipt Page using the "Next Page" field as well.

NOTE: If you are collecting credit/debit card information on this Page, then it is required for PCI compliance that your site have an SSL certificate and that secure mode be enabled. Please contact your hosting provider for more information about an SSL certificate, and please see the Site Settings for more information about secure mode.

Here are the Page Type Properties available to this Page Type:

 
 
Shopping Cart Label:
This label allows you to customize liveSite messages displayed for this page.
TIP: You only need to place one or two words here. For example, if you are creating a retail storefront, you might want this label to be "Gift Bag". Then when your shopping cart is empty,  the message "Your Gift Bag is Empty." would be displayed.
Quick Add Label:
Enter text that you wish to display as the label for the Up-sell boxed area at the top of this page. You must specify the Quick Add Product Group to display the label and the boxed area.
Quick Add Product Group:
Select an optional Product Group if you wish to add to the Up-sell boxed area that will apear at the top of this page.
Product Description Type:
Select whether you want the full description or short description to appear for Products in the customer's cart. The full description is generally a large, HTML description that may contain pictures. The short description is generally a smaller, plain-text description.
Shipping Address & Arrival Page:
Enter the Shipping & Arrival Page that you want the Customer to be directed to go if there are ANY Products in the cart that are "shippable".
Offer Code Label:
Enter the label for the Offer field that is displayed at the bottom of this page. The default is "Promotion Code".
Offer Code Message:
Enter the text message that will appear to the right of the Offer Code field at the bottom of this page.
Custom Field #1 Label:
If you would like to include a custom field to be completed during the order process, enter the label for the field. The data collected from this custom field will be stored in the Order and available in order reporting and order exporting. To make this field required before the Page (and the Order) can be submitted, select "Required" next to the label. Leave this field label blank to hide the field from the Page.
Custom Field #2 Label:
If you would like to include a custom field to be completed during the order process, enter the label for the field. The data collected from this custom field will be stored in the Order and available in order reporting and order exporting. To make this field required before the Page (and the Order) can be submitted, select "Required" next to the label. Leave this field label blank to hide the field from the Page.
Enable PO Number:
If you would like to include a non-required Purchase Order field on the Page, select this box. The data collected from this custom field will be stored in the Order and available in order reporting and order exporting.
Enable Custom Billing Form:
Check this box if you want to collect additional billing information. The custom billing form data will be stored with the completed Orders.
Form Title for Display:
This is the Title of the Billing Form that is displayed below the billing information area of this Page.
Label Column Width:
This optional setting adjusts the horizontal width (in percent) of the label column within the Custom Billing Form area of the Page. Use this setting to improve your form's layout.
Card Verification Number Page:
Enter the Page that you wish to have a Page pop-up in a new window when the "what's this?" link is clicked next to the Credit Card verification Number field in the Payment Information area.
Always Allow Offline Payments:

Check this field if you want every Customer to be able to select offline payment as a payment method when they submit an Order on this Page, even if "Only on specific orders" is enabled in the site settings. In other words, this property allows you to override the "Only on specific orders" site setting for a particular Page.

Often, you will want to enable the "Only on specific orders" site setting so that the offline payment option is only available for approved Orders. However, sometimes you might need staff members to submit offline payment Orders on behalf of customers. If so, you can create a hidden or private Order pathway and use this setting to allow those staff members to choose the offline payment option, when necessary. This will allow those staff members to select offline payment, even if they don't have a User account or their User account is not set to allow them to select offline payment for Orders.

This property is available for both Order Preview and Express Order Pages. You will need to allow offline payments in the site settings for this property to appear. Please be aware that unchecking this field will not necessarily disable offline payments. Please see the site settings if you need to disable offline payments.

Offline Payment Label:
When "Allow Offline Payments" is enabled in the Site Settings this field will be used as the offline payment option name when outputting the available payment methods.
Terms Page:
Enter the Page that you wish to have a Page pop-up in a new window when the terms link is clicked next to the Acceptance of Terms check box. This linked terms page allows you to legally charge a payment card, even if the shipment or services are delayed (since the terms can specify it). You might include your cancellation, refund, and/or return policies in this pop up page.
Update Button Label:
Enter the text you wish to display on the "Update" button. This button will recalculate the total, apply Offers if any and display the results
Purchase Now Button Label:
Enter the text you wish to display on the "Purchase Now" Button. When this button is pressed, the payment gateway (if enabled) will be securely connected and the transaction will be processed.

Enable Auto-Registration:

The auto-registration feature allows you to simplify the order process for the customer. Traditionally, you might have placed your checkout Pages in a Folder with registration access control. When the customer checked out, he/she would then be taken to the registration entrance Page where he/she could login to an existing User account or register to create a new User account.

On the other hand, with auto-registration, you should place all of your order pathway Pages in a Folder with public access control. Then, the customer is never asked to login/register. Once the Order is completed, if the customer is not already logged in, liveSite checks the billing email address that was entered by the customer. If a User does not exist for the email address, then a new User account is automatically created for the customer and the Order is connected to that User. The new account information, including a temporary password, is included on the order receipt, so the Customer can login in the future. If a User already exists for the email address, then the Order is connected to that User, so the User can view the Order in his/her account.

If a User is created, then a unique username is automatically generated, based on the first part of the email address before the "@" symbol. When necessary, numbers are added on the end of the username for uniqueness. Also, the User's Contact is added to the registration Contact Group from the site settings. The User is automatically logged in after the Order is completed.

The auto-registration feature exists for both order preview and express order page types, so you can use the feature for both types of order pathways. In addition, there is a similar auto-registration feature for custom form Pages.

Pre-Save Hook Code:
You can use this field to enter PHP code that you want to execute when an Order is submitted. This is useful if you have custom processes that need to happen once an Order is submitted. The code is executed after liveSite's field validation, but before the transaction is initiated with the payment gateway (if one is enabled) and before the Order is considered to be completed.

In order to use this feature this site must have an Elite hosting plan or software subscription and your User role must be Administrator or Designer. Also, your site administrator must enable PHP regions by adding the following to the config.php file. If you can see this field, then PHP regions are already enabled.

define('PHP_REGIONS', true);

You may enter the opening <?php and closing ?> tags in this field, however they are not required.

DISCLAIMER: Hook code can create security and stability issues for your website. We are not responsible in any way for the results of any code that is executed within your web space. Be extremely careful with this feature. You can accidentally destroy your website database, software, files, and configuration!!!

Post-Save Hook Code:
This field offers the same feature as the pre-save hook code field above, however this code is only run after a successful transaction with the payment gateway (if one is configured) and after the Order is considered to be completed.
E-mail Order Receipt:
Check this check box if you want to e-mail an order receipt to the Customer. The commerce e-mail address in the site settings, along with BCC e-mail addresses from ordered Products will be BCC'd on the e-mail. The from name will be the organization name in the site settings. The from e-mail address will be the support e-mail address from the site settings.
Subject:
Enter a subject for the e-mail. The order number will be automatically added to the end of the subject you enter here.
Format:
Select whether you want the order receipt e-mail to contain plain text or HTML. Plain text is a simpler format that does not contain styling or images. HTML is a format like a webpage. If you select HTML, you will be asked to select the Page that you want to send.
Header:
If you select plain text for the format, then you may enter content here that will appear at the top of the e-mail.
Footer:
If you select plain text for the format, then you may enter content here that will appear at the bottom of the e-mail.
Page:
If you select HTML for the format, then you must select an Order Receipt Page that will be e-mailed. The Page you select here may be different from the Next Page below. For example, you might want to create an Order Receipt Page that has a smaller design that will work better for e-mail.
Next Page:
Select the Order Receipt Page that you want the Customer to be directed to when the Purchase Now Button is clicked.

 

Update my contact info with this billing info

If the Visitor is logged in as a User, then a check box will appear with the following label: "Update my contact info with this billing info." The check box will be checked by default. If the User leaves the check box checked, then his/her Contact/account will be updated with the billing info that he/she enters. Alternatively, if the User unchecks the check box, then his/her Contact will NOT be updated.

The User might want to uncheck the check box if he/she is entering billing info one time that is not going to be used in the future or does not represent accurate contact info for him/her. The billing info will still be captured and stored with the Order. The User's choice for the check box will be remembered for the duration of the browser session, so if the User comes back to this page the check box will be accurately checked or unchecked depending on the last choice by the User.

You may hide the field by adding the following code to your Theme: .update_contact {display: none} . If you hide the field, then the contact will be updated with the billing info since the field is checked by default.

Order Form Page Type

The Order Form Page displays one or more Products and an "Add to Cart" button. It can display one or more Products in different ways.

Here are the Page Type Properties available to this Page Type:

 
 
Product Group:
The group of Products that will be displayed by liveSite on this page. (See Product Groups).
Product Layout:
List - This option displays all the Products in the selected Product Group in long form, much like a traditional order form.
Drop-Down List - This option displays all the Products in the selected Product Group in short form, much like a traditional product page. (See Products).
Continue Button Label:
Enter the text you wish to display for the clickable Continue button. The Continue button redirect the Customer to the Next Page without adding any product(s) selected to the Shopping Cart.
Submit Button Label:
Enter the text you wish to display for the clickable Submit button. The Submit button redirect the Customer to the Next Page after adding the product(s) selected to the Shopping Cart.
Next Page:
The Page that you want liveSite to go when the Submit Button is clicked. You can go to another Order Form Page, or to the Shopping Cart page, or any other Page on your site - depending on your needs.

Shopping Cart Page Type

The Shopping Cart Page totals all Product items for the current Customer and applies any discounts or Offers to the Order subtotal. The Customer can update quantities and remove items from their cart, enter and apply Offers, add any qualifying Up-Sell Offers to their cart, bookmark the Saved Cart link, or start the secure Checkout process.

Here are the Page Type Properties available to this Page Type:

 
 
Update Button Label:
Enter the text you wish to display on the "Update" button. This button will recalculate the total, apply Offers if any and display the results.
Shopping Cart Label:
This label allows you to customize liveSite messages that are displayed for this Page.

TIP: You only need to place one or two words here. For example, if you are creating a retail storefront, you might want this label to be "Gift Bag". Then whenever an empty shopping cart is displayed, the message "Your Gift Bag is Empty." would be displayed to the Customer.
Quick Add Label:
Enter text that you wish to display as the label for the Up-sell boxed area at the top of this page. You must specify the Quick Add Product Group to display the label and the boxed area.
Quick Add Product Group:
Select an optional Product Group if you wish to add to the Up-sell boxed area that will apear at the top of this page.
Product Description Type:
Select whether you want the full description or short description to appear for Products in the customer's cart. The full description is generally a large, HTML description that may contain pictures. The short description is generally a smaller, plain-text description.
Offer Code Label:
Enter the label for the Offer field that is displayed at the bottom of this page. The default is "Promotion Code".
Offer Code Message:
Enter the text message that will appear to the right of the Offer Code field at the bottom of this page.
Update Button Label:
Enter the button label for the Update button that will recalculate the totals on this page when pressed by the Customer.
Checkout Button Label:
Enter the text you wish to display on the "Checkout" button.
Hook Code:
You can use this field to enter PHP code that you want to execute when the customer clicks the checkout button on this Page. This is useful if you have custom validation that needs to happen when a customer checks out. The code is executed after liveSite's field validation, but before the customer is forwarded to the next Page.

In order to use this feature this site must have an Elite hosting plan or software subscription and your User role must be Administrator or Designer. Also, your site administrator must enable PHP regions by adding the following to the config.php file. If you can see this field, then PHP regions are already enabled.

define('PHP_REGIONS', true);

You may enter the opening <?php and closing ?> tags in this field, however they are not required.

DISCLAIMER: Hook code can create security and stability issues for your website. We are not responsible in any way for the results of any code that is executed within your web space. Be extremely careful with this feature. You can accidentally destroy your website database, software, files, and configuration!!!

Next Page (with shipping):
Enter the Shipping & Arrival Page that you want the Customer to be directed to when the Checkout Button is clicked. If there are ANY Products in the cart that are "shippable", the Customer will be sent to this Page.
Next Page (without shipping):
Enter the Order Preview Page that you the Customer to be directed to when the Checkout Button is clicked. If there are NO Products in the cart that are "shippable" the Customer will be sent to this Page.

TIP: If you use the Express Order Page, you don't need this Page in your checkout process.

Shipping Address & Arrival Page Type

The Shipping Address & Arrival Page gathers the shipping address of each recipient in the Order and stores the information in the User's Address Book.

Here are the Page Type Properties available to this Page Type:

 
 
Enable Address Type:
Check this box to enable the Address Type selection field. This feature is helpful if you need to know whether the shipping address entered is a residential address or a business address. The choice entered by the Shopper will be stored with the Order data.
Address Type Page:
This optional setting allows you to add field help titled "What is This?" to the Address Type field, which will be linked to the selected a Page to provide more information about this field.
Enable Custom Shipping Form:
Check this box if you want to collect a Custom Form for each recipient on this Page. This feature is helpful if you need to collect special delivery instructions or information regarding each shipment. The custom shipping form data will be stored with the completed Orders.
Form Title for Display:
This is the Title of the Shipping Form that is displayed below the Shipping Address area of this Page.
Label Column Width:
This optional setting adjusts the horizontal width (in percent) of the label column within the Custom Shipping Form area of the Page. Use this setting to improve your form's layout.
Submit Button Label:
Enter the text you wish to display on the "Submit" button.
Next Page:
Select the Shipping Method Page that the Customer will be directed to when the Submit Button is clicked.

NOTE: If you don't ship any Products, you don't need to create a Page with this Page Type.

Shipping Method Page Type

The Shipping Method Page evaluates the Product's shipping attributes for the recipient's address against the Shipping Methods and Zones and the Requested Arrival Date to determine the available shipping methods and costs. These shipping methods are then displayed in ascending order based on cost.

Here are the Page Type Properties available to this Page Type:

 
 
Product Description Type:
Select whether you want the full description or short description to appear for Products in the customer's cart. The full description is generally a large, HTML description that may contain pictures. The short description is generally a smaller, plain-text description.
Submit Button Label:
Enter the text you wish to display on the "Submit" button.
Next Page:
Select the Billing Information Page that the Customer will be directed to when the Submit Button is clicked.


NOTE: If you don't ship any Products, you don't need to create a Page with this Page Type.

If there are multiple Shipping Methods for the Customer to choose from, then the Customer will be required to click to select the Shipping Method that he/she wants (i.e. no Shipping Method will be selected by default). However, if there is only one available Shipping Method, then that Shipping Method will be selected by default. If there are no available Shipping Methods then an error message will be displayed on the Shipping Methods Page. So it's a good idea to at least create one Shipping Method that covers all your Shipping Zones if that is the appropriate solution for you.

Billing Information Page Type

This Page Type collects billing information from your Customer during the checkout process.

Here are the Page Type Properties available to this Page Type:

 
 
Custom Field #1 Label:
If you would like to include a custom field to be completed during the order process, enter the label for the field. The data collected from this custom field will be stored in the Order and available in order reporting and order exporting. To make this field required before the Page (and the Order) can be submitted, select "Required" next to the label.
TIP: Leave this field label blank to hide the field from the Page.
Custom Field #2 Label:
If you would like to include another custom field to be completed during the order process, enter the label for the field. The data collected from this custom field will be stored in the Order and available in order reporting and order exporting. To make this field required before the Page (and the Order) can be submitted, select "Required" next to the label.
TIP: Leave this field label blank to hide the field from the Page.
Enable PO Number:
If you would like to include a non-required Purchase Order field on the Page, select this box. The data collected from this custom field will be stored in the Order and available in order reporting and order exporting.
Enable Custom Billing Form:
Check this box if you want to collect additional billing information. The custom billing form data will be stored with the completed Orders.
Form Title for Display:
This is the Title of the Billing Form that is displayed below the billing information area of this Page.
Label Column Width:
This optional setting adjusts the horizontal width (in percent) of the label column within the Custom Billing Form area of the Page. Use this setting to improve your form's layout.
Submit Button Label:
Enter the text you wish to display on the Submit button.
Next Page:
Select the Order Preview Page that you want to send the Visitor to when the Submit Button is clicked.

 

Update my contact info with this billing info

If the Visitor is logged in as a User, then a check box will appear with the following label: "Update my contact info with this billing info." The check box will be checked by default. If the User leaves the check box checked, then his/her Contact/account will be updated with the billing info that he/she enters. Alternatively, if the User unchecks the check box, then his/her Contact will NOT be updated.

The User might want to uncheck the check box if he/she is entering billing info one time that is not going to be used in the future or does not represent accurate contact info for him/her. The billing info will still be captured and stored with the Order. The User's choice for the check box will be remembered for the duration of the browser session, so if the User comes back to this page the check box will be accurately checked or unchecked depending on the last choice by the User.

You may hide the field by adding the following code to your Theme: .update_contact {display: none} . If you hide the field, then the contact will be updated with the billing info since the field is checked by default.

 

NOTE: This Page must be displayed in your checkout process in order to determine Tax calculations.

TIP: If you use the Express Order Page, you don't need this Page in your checkout process.

Order Preview Page Type

This Page Type is provided so that you can create your own custom Order Preview Page for your checkout process. This page displays all the subtotals and totals for the Order including optional taxes and shipping costs. Payment information is requested and stored in the User's Account and Contact. The page also requires the Visitor to check the box to agree to your terms and to complete the Order.

NOTE: If you are collecting credit/debit card information on this Page, then it is required for PCI compliance that your site have an SSL certificate and that secure mode be enabled. Please contact your hosting provider for more information about an SSL certificate, and please see the Site Settings for more information about secure mode.

Here are the Page Type Properties available to this Page Type:

 
 
Product Description Type:
Select whether you want the full description or short description to appear for Products in the customer's cart. The full description is generally a large, HTML description that may contain pictures. The short description is generally a smaller, plain-text description.
Card Verification Number Page:
Enter the Page that you wish to have pop-up in a new window when the "what's this?" link is clicked next to the Credit Card verification Number field in the Payment Information area. This optional feature will help some people that don't know where the find the Card Verification Number on their payment card.
Always Allow Offline Payments:

Check this field if you want every Customer to be able to select offline payment as a payment method when they submit an Order on this Page, even if "Only on specific orders" is enabled in the site settings. In other words, this property allows you to override the "Only on specific orders" site setting for a particular Page.

Often, you will want to enable the "Only on specific orders" site setting so that the offline payment option is only available for approved Orders. However, sometimes you might need staff members to submit offline payment Orders on behalf of customers. If so, you can create a hidden or private Order pathway and use this setting to allow those staff members to choose the offline payment option, when necessary. This will allow those staff members to select offline payment, even if they don't have a User account or their User account is not set to allow them to select offline payment for Orders.

This property is available for both Order Preview and Express Order Pages. You will need to allow offline payments in the site settings for this property to appear. Please be aware that unchecking this field will not necessarily disable offline payments. Please see the site settings if you need to disable offline payments.

Offline Payment Label:
When "Allow Offline Payments" is enabled in the Site Settings this field will be used as the offline payment option name when outputting the available payment methods.
Terms Page:
Enter the Page that you wish to have pop-up in a new window when the terms link is clicked next to the Acceptance of Terms check box.
This approval step is required for so that payment cards can be legally charged, even if services or shipments are delayed (since the terms can specify it). You might include your cancellation, refund, and/or return policies in this pop up Standard Page.
Submit Button Label:
Enter the text you wish to display on the "Purchase Now" Button. When this button is pressed, the payment gateway (if enabled) will be contacted securely and the transaction will be processed.

Enable Auto-Registration:

The auto-registration feature allows you to simplify the order process for the customer. Traditionally, you might have placed your checkout Pages in a Folder with registration access control. When the customer checked out, he/she would then be taken to the registration entrance Page where he/she could login to an existing User account or register to create a new User account.

On the other hand, with auto-registration, you should place all of your order pathway Pages in a Folder with public access control. Then, the customer is never asked to login/register. Once the Order is completed, if the customer is not already logged in, liveSite checks the billing email address that was entered by the customer. If a User does not exist for the email address, then a new User account is automatically created for the customer and the Order is connected to that User. The new account information, including a temporary password, is included on the order receipt, so the Customer can login in the future. If a User already exists for the email address, then the Order is connected to that User, so the User can view the Order in his/her account.

If a User is created, then a unique username is automatically generated, based on the first part of the email address before the "@" symbol. When necessary, numbers are added on the end of the username for uniqueness. Also, the User's Contact is added to the registration Contact Group from the site settings. The User is automatically logged in after the Order is completed.

The auto-registration feature exists for both order preview and express order page types, so you can use the feature for both types of order pathways. In addition, there is a similar auto-registration feature for custom form Pages.

Pre-Save Hook Code:
You can use this field to enter PHP code that you want to execute when an Order is submitted. This is useful if you have custom processes that need to happen once an Order is submitted. The code is executed after liveSite's field validation, but before the transaction is initiated with the payment gateway (if one is enabled) and before the Order is considered to be completed.

In order to use this feature this site must have an Elite hosting plan or software subscription and your User role must be Administrator or Designer. Also, your site administrator must enable PHP regions by adding the following to the config.php file. If you can see this field, then PHP regions are already enabled.

define('PHP_REGIONS', true);

You may enter the opening <?php and closing ?> tags in this field, however they are not required.

DISCLAIMER: Hook code can create security and stability issues for your website. We are not responsible in any way for the results of any code that is executed within your web space. Be extremely careful with this feature. You can accidentally destroy your website database, software, files, and configuration!!!

Post-Save Hook Code:
This field offers the same feature as the pre-save hook code field above, however this code is only run after a successful transaction with the payment gateway (if one is configured) and after the Order is considered to be completed.
E-mail Order Receipt:
Check this check box if you want to e-mail an order receipt to the Customer. The commerce e-mail address in the site settings, along with BCC e-mail addresses from ordered Products will be BCC'd on the e-mail. The from name will be the organization name in the site settings. The from e-mail address will be the support e-mail address from the site settings.
Subject:
Enter a subject for the e-mail. The order number will be automatically added to the end of the subject you enter here.
Format:
Select whether you want the order receipt e-mail to contain plain text or HTML. Plain text is a simpler format that does not contain styling or images. HTML is a format like a webpage. If you select HTML, you will be asked to select the Page that you want to send.
Header:
If you select plain text for the format, then you may enter content here that will appear at the top of the e-mail.
Footer:
If you select plain text for the format, then you may enter content here that will appear at the bottom of the e-mail.
Page:
If you select HTML for the format, then you must select an Order Receipt Page that will be e-mailed. The Page you select here may be different from the Next Page below. For example, you might want to create an Order Receipt Page that has a smaller design that will work better for e-mail.
Next Page:
Select the Order Receipt Page that you want the Customer to be directed to when the Purchase Now Button is clicked.


TIP: If you use the Express Order Page, you don't need this Page in your checkout process.

Order Receipt Page Type

This Page Type displays the successful acceptance of the Order, and shows all the Order details, time and date stamp, and the unique order number. This Page Type can also be e-mailed to the Customer and optionally to any other person on your staff.

Here are the Page Type Properties available to this Page Type:

 
 
Product Description Type:
Select whether you want the full description or short description for Products to appear. The full description is generally large and contains HTML, so it is better for webpages. The short description is generally smaller and contains plain text, so it is better for e-mails.

Affiliate Sign Up Form Page Type

This Page Type is provided so that you can use the automated Affiliate Program features that are built into liveSite. This page allow you to customize the signup process. Before you begin, you need to refer to the Site Settings help regarding enabling the Affiliate Program and it's options before accepting affiliate applications on your website.

Here are the Page Type Properties available to this Page Type:

 
 

Terms Page:

The Page that they must have read and agreed to before the Affiliate Sign Up Form Page can be submitted.

Submit Button Label:

Enter the text you wish to display for the clickable Submit button.

Next Page:

The Page that you want liveSite to go to when the Submit Button is clicked.  This is typically a confirmation page that you can create using the Affiliate Sign Up Confirmation Page Type to provide them with a confirmation of the information they entered.

 

Setting up an Affiliate Program

In order for Affiliates to refer business to your website and receive a commission, they need to create their own unique Affiliate Code first. This code can be entered into the Offer Code field in a Shopping Cart or Express Order page, or can be added to a coded link that their own site Visitors will click to get to your website. This personalized Affiliate Code is selected by each Affiliate when an affiliate signs up and is approved.

Here is how it works:

  1. Enable the Affiliate Program properties in the Site Settings.
  2. Add a link to the Affiliate Sign Up Form Page to any Page on your website.
  3. When an interested affiliate comes across your Affiliate Sign Up Form, they will fill it out.  They will be asked to login or register first (since we need to create a User account for them),
  4. Once the affiliate has submitted the form, they will then be shown the Affiliate Confirmation Page, where you can tell them what your next steps might be (approval process requires, time frames, etc).
  5. If "Automatically Approve Affiliates" is not enabled in Site Settings, then the Site Administrator will be notified of the submitted application and pending approval request via e-mail. A link in the e-mail will direct the Site Administrator to approve or reject the affiliate by selecting the "Approved" check box found on the Affiliate's Contact.
  6. If approval is granted, or if "Automatically Approve Affiliates" is enabled, the affiliate will be sent the Affiliate Welcome Page immediately, which will also include the unique Affiliate Code they specified, along with a link to your website, and any other information you wish to add to the Affiliate Welcome page. The Affiliate Code will be active once approved, so so will the optional Group Offer if specified in Site Settings before the affiliate signed up.

NOTE: You can always change or remove an affiliates status or percentage by editing the Affiliate Information section of the Contact associated with their User account. If you are using the Group Offer feature, you can also remove/change/add that offer for any affiliate by editing the Key Codes under the Commerce tab.

E-Mail a Friend Page Type

This Page Type offers your site Visitors with a way of e-mailing any Page to their friends or colleagues. 

To use this feature, simply Create a Page with this Page Type, and create a link to the Page on any Page's content like:

/email_a_friend

TIP: To add this feature to many Pages, add the link to a Common Region.

When the link is clicked, a form is displayed that prompts the Visitor to enter some required(*) and optional fields so that an e-mail can be sent to the friend.  A copy of the e-mail can also be sent to the Visitor if requested.  When submitted, the Page is sent via e-mail.

NOTE: For privacy reasons, the e-mail address(es) are not saved.

Here are the Page Type Properties available to this Page Type:

 
 
Submit Button Label:
Enter the text you wish to display on the "Submit" button.
Next Page:
Select the Page on the website to direct the Visitor to when the Submit Button is clicked.

 

SPAM Protection

Spammers use unprotected web forms in an attempt to use another's website to post and broadcast their own advertising. To combat this malicious technique, if CAPTCHA is enabled in the Site Settings then all Email-a-Friend Pages have a CAPTCHA feature that is automatically enabled if the Page is displayed to any site visitor that is not logged into the website. The CAPTCHA asks a simple challenge question that the visitor must answer correctly in order to submit the web form.

All My Archived Pages

This screen displays all the archived Pages that you have access to. Archived Pages will not appear for selection in any pick lists, and they may only be viewed by Users with edit rights to the Page. Pages are archived automatically when their Folder is archived.

My Home Pages

This screen displays all the Pages that you have access to that also have been selected as a "Home" Page.

Home Pages are retrieved automatically whenever your website's root (i.e. http://www.mydomain.com/) is requested. You do not need to create an index.html page. Instead, you can designate any Page to be your Home Page. 

TIP: If you have enabled the Home Page feature for multiple Pages, each Home Page will randomly be selected and displayed each time a Visitor requests your website.  This is useful if you want to rotate content on your website's home page.

To set up a Page as a  Home Page, edit the Page's Properties and select the "Home Page" option.

My Searchable Pages

This screen displays all the Pages that you have access to that also have the "Include in Search" option selected.

Searchable Pages will be searched by the built-in Site Search and displayed on the Search Results Page if a match is found.

NOTE: Only Pages that the searcher has "view" access to will be displayed in the search results, so it is safe to enable this Page option with Membership and Private Pages.

To include a Page in the Site Search, edit the Page's Properties and select the "Include in Search" option.

My Unsearchable Pages

This screen displays all the Pages that you have access to that have the "Include in Search" deselected.

Unsearchable Pages will NOT be searched by the built-in Site Search feature and will not be displayed on the Search Results Page.

To exclude a Page from Site Search, edit the Page's Properties and deselect the "Include in Site Search" option.

TIP: If the Visitor or User using the Site Search feature will only be able to see results for Pages that they have "view" access to, so you can also hide Pages from the search results by moving them into restricted Folders (Membership or Private).

My Site Map Pages

This screen displays all the public Pages that you have access to that have "Include in Site Map" selected. These Pages will appear in the sitemap.xml file so search engines can find them. To include a Page in the sitemap.xml file, edit the Page's Properties and select the "Include in Site Map" option.

My RSS Enabled Pages

This screen displays all the Pages that you have access to that also have RSS enabled.

RSS is a web content syndication format, and its name is an acronym for Really Simple Syndication. The pages listed here will broadcast an RSS feed. RSS allows site visitors to be informed when content changes on your website. A Page has to be a either a Form List View, Calendar View, Catalog, Catalog Detail, or Order Form Page Type, and it has to be in a Public Folder. RSS is enabled for these Pages automatically.

Channel Title and Description

The content for the Channel Title and Description elements is determined in different ways, depending on the Page Type (see below). Fields are listed in the order that they are looked at for a value. If a field does not have a value, then the next field in the list is looked at.

For Form List View, Calendar View, and Order Form Page Types:

  • Channel Title: Page's Web Browser Title.
  • Channel Description: Page's Web Browser Description.

For Catalog and Catalog Detail Page Types:

  • Channel Title: Product Group's Web Browser Title, Product Group's Short Description, Page's Web Browser Title.
  • Channel Description: Product Group's Web Browser Description, Product Group's Full Description (converted to plain text), Page's Web Browser Description.

Form List View Pages

Up to 50 of the most recent Submitted Forms are available, based on the RSS Element fields defined in the Custom Form. NOTE: In order for RSS to be enabled for a Form List View Page, there has to be at least one RSS Element defined in the Custom Form fields associated with the Form List View Page.

The RSS feature will use the Form Item View page property from the Form List View in order to determine which page to link each RSS item to. If the Form List View field is left unselected, then the RSS feature will attempt to find the correct Page by looking for a link in the layout of the Form List View.

Calendar View Pages

The soonest 50 upcoming Events across all Calendars displayed on the Page are included in the RSS feed. RSS item elements found in the Calendar View Page feeds are:

  • Item Category: Calendar's Name.
  • Item Title: Calendar Event's Name.
  • Item Description: Calendar Event's Short Description.

Catalog, Catalog Detail, and Order Form Pages

All Products that exist in the current Product Group will appear as items in the feed. For Catalog pages, Products from all levels of the Catalog will appear in the feed, starting from the Product Group that is currently being viewed. Please be aware that an RSS link will not appear on a Catalog Detail Page that is showing a Product, instead of a Product Group.

RSS item elements found in these feeds are listed below. The fields are listed in the order that they are looked at for a value. If a field does not have a value, then the next field in the list is looked at.

  • Item Title: Product's Web Browser Title, Product's Short Description.
  • Item Description: Product's Web Browser Description, Product's Full Description (converted to plain text and only used if it is not the same as the Short Description), Parent Product Group's Web Browser Description, Parent Product Group's Full Description (converted to plain text).

TIP: You can use an RSS feed for Catalog, Catalog Detail, and Order Form Pages to create a Data Feed for importing into other systems such as Google Merchant Center, allowing prospects to better find your Products through search engines and other public websites.

My Standard Pages

This screen displays all the Pages that you have access to that also are defined as "Standard" Page Types.

Standard Pages are the most common type of Pages, and simply contain content, without any interactive features.

To create a Standard Page, create a Page and set the Page's Page Type Property to "Standard".

This screen displays all the Pages that you have access to that also are defined as "Photo Gallery" Page Types.

The Photo Gallery Page will create proportional thumbnail images to your specifications for all "Albums" and "Photos" that are inside of the same Folder as the Photo Gallery Page.

To create a Photo Gallery Page, create a Page and set the Page's Page Type Property to "Photo Gallery". Create a new Folder to hold your Photo Gallery and move the Page into that Folder. Then upload your Photo Files into the same Folder.

You can also create sub-Folders within the Photo Gallery Page's Folder. These Folders will be displayed as "Albums" on the Photo Gallery Page, and the viewer will be able to click into the "Album" to view the photos inside of it.

My Calendar Pages

This screen displays all the Pages that you have access to that also are defined as "Calendar View" and "Calendar Event View" Page Types.

Calendar Pages display all the published Events for one or more Calendars.

Calendar View Pages

Calendar View Pages work with submitted Calendar Events.  Calendar Views allow you to filter and display Events from one or more Calendars, and the Visitor can select the date range, overlay all Calendars, and select a monthly or weekly view.

Calendar Event View Pages

Calendar Event View Pages display the full details of a single Calendar Event.  These optional Pages must be displayed by linking to them from an Event on a Calendar View Page, since the link to the Event is generated by liveSite.

To create a Calendar Page, create a Page and set the Page Type Property to "Calendar View" or "Calendar Event View". You can create as many Calendar Pages as you need.

RSS-Enabled Calendars

RSS is enabled automatically for any Calendar Page that is in a Public Folder. When enabled, the soonest 50 upcoming Calendar Events across all Calendars displayed on the Page are included in the RSS feed. RSS Elements found in the Calendar feeds are:

  • Channel Title: Page's Web Browser Title.
  • Channel Description: Page's Web Browser Description.
  • Item Category: Calendar's Name.
  • Item Title: Calendar Event's Name.
  • Item Description: Calendar Event's Short Description.

iCalendar

Calendar Item View Page visitors can export calendar events to their desktop calendar application such as Microsoft Outlook. On every Calendar Event View Page there will be an "iCalendar" link, and when clicked it will download an ICS file to their local computer and import this ICS file into their desktop calendar application.

My Custom Form Pages

Custom Form Page Types allow you to create and collect custom forms like: event registrations, product registrations, surveys, sales and support inquiries, request forms, and many others.

Custom Form Page Types collect data from your website Visitors, assign a Reference Code to it, and store the data securely in the website's database as a Submitted Form.

Custom Form Pages

This Page Type will allow you to create your own custom form to collect data from site Visitors.

Custom Form Confirmation Pages

This Page Type provides a way to display a newly submitted form's data to the Submitter as a receipt confirmation, along with a time and date stamp and a unique reference code.

To create any of these Page Types, click on "Create Page" or view an existing Page and click "Duplicate Page".

My Form View Pages

Form View Pages are ideal for creating directory pages, event registration lists, media archive pages, and just about any other view that you can dream up.

Custom Form View Page Types work with submitted data that is collected from Custom Form Pages.  Form View Pages allow you to filter and display submitted data in many different ways. All this without requiring any custom database programming. 

TIP: Form List Views and Form Item Views have fully customizable data layouts, so you can limit the data that is displayed. Also, by securing these Pages into Folders, you can also limit who can see the data displayed.

Form List View Page

Form List View Page Type displays one or more rows of submitted data collected from a single Custom Form.  You can define the layout of the data, any filters, and the sort order of the displayed data.  This Page Type would be used as a listing, or directory page, for example.

Form Item View Page

Form Item View Page Type displays a single row of data collected from a single Submitted Form. You can define a layout for the fields you want to display. Not all data collected on a form must be visible, you can decide which item's are visible and even mask or hide some fields.

Form View Directory Page

Form View Directory Page Type displays information about multiple Form List Views on one Page. There is an optional summary area which will show the most recent, most viewed, and most active Submitted Forms. Below the summary area, is a list of all selected Form List Views along with data for each one (i.e. number of Submitted Forms, number of Comments, number of views, last updated time).

TIP: If you have many forums or blogs on your site, the Form View Directory Page Type is useful for listing them all together on one Page.

To create any of these Page Types, click on "Create Page" or view an existing Page and click "Duplicate Page".

My Commerce Pages

Designed to model the "real world" of transaction processing that exist in the off-line world, liveSite goes beyond traditional on-line catalog sales and shopping cart functionality. 

By creating multiple Commerce Pages and link them together, you can build your own unique order processes for a variety of transactions.

Shopping & Browsing


Catalog Page: This Page Type displays thumbnails of product categories and allows Visitors to "drill down" into unlimited Product Groups, without leaving the Page.

Catalog Detail Page: This Page Type displays photos, information, pricing, and the "add to order/cart" features for any Product referenced by a Catalog Page.

Creating an Order/Cart


Order Form Pages: This Page Type displays a group of Products in a few different ways and the "add to order/cart" features.

Traditional Checkout


Shopping Cart Pages: This Page Type displays all the Products and recipients in their Cart, calculates any discounts, displays subtotals, and allows the Customer to update their items, enter an offer code, or checkout.

Shipping Address & Arrival Pages: This Page Type collects shipping addresses and optional arrival dates for each recipient.

Shipping Method Pages: This Page Type displays the available shipping options and their fees to the Customer for each recipient.

Billing Information Pages: This Page Type collects the Customer's billing information for the Order.

Order Preview Pages: This Page Type displays the order details and totals, and collects the payment method from the Customer.  It also provides the "purchase" button to finalize and complete the Order.

One Page Checkout


Express Order Pages combines the functionality of the traditional checkout process:

Shopping Cart Page > Shipping/Arrival Page > Shipping Method Page > Billing Information Page > Order Preview Page

into a single Page, so you can offer fast, one-step checkouts.

Order Complete


Order Receipt Pages: This Page Type displays the successful acceptance of the Order, and shows all the Order details, time and date stamp, and the unique order number.  This Page can also be e-mailed to the Customer and optionally to any other person on your staff.

Post Order


View Order Page: This Page Type displays a previously submitted Order, and offers the User the opportunity to reorder (fill their Cart with it's items).

IMPORTANT:You should only have one Page with this Page Type on your website.

Update Address Book Page: This Page Type allows the User to update the shipping addresses captured during previous checkout sessions.
IMPORTANT:You should only have one Page with this Page Type on your website.

Sales Affiliate Program


Affiliate Sign Up Form Page: This Page Type collects all necessary information to process an Affiliate sales representative for your website.
IMPORTANT:You should only have one Page with this Page Type on your website.

Affiliate Sign Up Confirmation Page: This Page Type is displayed when the Affiliate Sign Up Form is submitted and provides a receipt confirmation for the Affiliate.

IMPORTANT: You should only have one Page with this Page Type on your website.

Affiliate Welcome Page: This Page Type will be e-mailed automatically to the Affiliate once they have been approved. It contains a self-generated tracking code that will track all on-line sales and commissions for the Affiliate.

IMPORTANT: You should only have one Page with this Page Type on your website.

To create any of these Page Types, click on "Create Page" or view an existing Page and click "Duplicate Page".

My Account Pages

These Page Types allow you to define My Account features for each User. This information is dynamically presented to the User that is logged in when the Page is viewed.  This information is used to pre-fill other Page Types such as the Commerce Page Types and the Custom Form Page Types.  All information that a User can manage themselves is accessible from this Page.

liveSite will display the first Page of each of these Page Types that it finds, so you should only have one Page in your liveSite with this Page Type! If any of these Page Types are missing from your website, a default page will be displayed for the Page Type so that your website will continue to function.

These Page Types provided so that you can create your own custom to display the User's stored information, including:

  • Username
  • Start Page
  • Reward Points
  • Membership Information
  • Contact information
  • Billing information
  • Address Book information
  • Incomplete Orders (Saved Carts)
  • Completed Orders (Order History)
  • Affiliate Information & Commissions

The My Account page is a smart page, and displays only the information that applies to the User or the Site Settings in general. For example:

  • If the User has Reward Points (greater than zero), then they will be displayed.
  • If the User has a Start Page defined, then a link to that page will be displayed.
  • If the User is a an approved Affiliate, this page will display their Affiliate Code, Commission Rate, and Commission amounts.
  • If the User is a Member, then this page will display their Member ID and Expiration Date.
  • If the User has used any of the e-commerce features, then any Saved Carts and Order History for the User are displayed.
  • If the Site's Settings Page has "multi-recipient" shipping enabled, then the User's Address Book of recipients will be available. If not, then the Address Book functionality will be hidden since it is irrelevant.

My Account Page

This Page displays the User's Personal Contact Information and links to the other account pages: My Account Profile, Email Preferences, View Orders, and Change Password. If any commerce features have been used, any Saved Carts, Order History, and Shipping Address Book is displayed.

NOTE: You only need to link to the My Account Page. All other account page types are automatically linked to this Page.

My Account Profile Page

This Page Type is provided so that you can create your own custom Page to allow Users to update their Contact/Billing information.

Change Password Page

A Change Password Page presents a form that allows a logged in User to change their password.

E-Mail Preferences Page

This Page Type is provided so that you can create your own custom Page to allow Users to update their e-mail address and e-mail subscriptions. This Page displays a selection check box to the User to indicate whether they wish to receive ANY e-mail from subscriptions available to them.

A User can deselect this global opt-in/opt-out setting for their User Account to refuse any e-mail regardless of whether they have previously signed up for e-mail in the past. If the User selects the checkbox, then they are eligible to receive e-mails from any group that they are a member of. They can opt-in and opt-out of any subscription at any time.

A subscription is like a mailing list.  Subscriptions can be "open" or "closed".  Open subscriptions allow Users to opt-in and opt-out at any time through this Page Type.  Closed subscriptions are used to create mailing lists where the Users must be added to the subscription by a Site Editor (an employee mailing list would be a good example of a closed subscription).  For more information, please refer to Contact Groups.

Update Address Book Page

This Page Type is provided a way for your Customers to add and update their shipping addresses.  These addresses are collected whenever they complete an Order and are used to pre-fill shipping addresses for future orders.

View Order Page

This Page Type provides a way for your Customers to view their submitted Orders. Customers can also find shipping tracking codes (if available) to track shipments and view split shipments (see View Order under Commerce to add these values for any order) from this page as well as reorder the same products and services from the previous Order.

To create any of these Page Types, click on "Create Page". You should only have one Page with these Page Types on your website.

My Login Pages

These Page Types are used to manage the registration, login, change random password, and logout processes for  the website.

Registration Entrance Page

This Page Type is provided so that you can create your own custom Register/Login page that will be display automatically to any Visitor attempting to access a Page or File that has been restricted (placed in a Folder that is either a Guest Access or Registration Access Folder).

Registration Process: When a Visitor attempts to access a Page or File that has been restricted, the Registration Entrance Page is displayed.  If the Visitor has not registered on the website before, they will be asked to do so now. When the Visitor registers successfully, a User Account and a corresponding Contact is created for them. If the optional Registration Contact Group is specified in Site Settings, their newly created Contact is also placed in that Contact Group. Then the newly registered User is logged in and directed to the Registration Confirmation Page, where the registration process continues.

Login Process: When a returning User (who has previously registered) attempts to access a Page or File that has been restricted, the Registration Entrance Page is displayed. The Visitor enters their Email and Password, is logged in, and directed to the restricted Page of File.  The login process is complete.

Please be aware that Users may login with their username instead of their email address if they prefer. They can simply enter their username in the email field.

TIP: You do not need to link to this Page directly.  However, if you want to send your returning Registered Users directly to their own Start Page upon login, simply create a link directly to the Registration Entrance Page, and they will be directed to the Start Page defined in their User account.

Registration Confirmation Page

This Page Type is provided so that you can create your own custom Registration Confirmation Page that will be displayed automatically after a successful User registration. This Page will also be emailed to the Registration E-mail Address in the Site Settings so that someone on your staff can be alerted about the registration.

The Registration Confirmation Page displays a "Continue" button. When pressed by the now Registered User, the User is directed to the restricted Page or File. The registration process is now complete.

Membership Entrance Page

This Page Type is provided so that you can create your own custom Membership Register/Login page that will be display automatically to any Visitor attempting to access a Page or File that has been protected (placed in a Membership Access Folder).

Membership registration is different than (guest) registration. Membership registration requires that the Visitor know their Member ID BEFORE they attempt register.

Member Registration Process:When a Visitor attempts to access a Page or File that has been protected, the Membership Entrance Page is displayed.  If the Visitor has not registered on the website before, they will be asked to do so now. In order to register, the Visitor will need know their Member ID, provided to them off-line, prior to this moment.  When the Visitor registers successfully, a User Account is created and connected to their existing Contact.  If the optional Membership Contact Group is specified in Site Settings, their newly created Contact is also placed in that Contact Group. Then the newly registered Member User is logged in and directed to the Membership Confirmation Page, where the membership registration process continues.

Member Login Process: When a returning Member User (who has previously registered as a member) attempts to access a Page or File that has been protected, the Membership Entrance Page is displayed. The Member enters their Email and Password, is logged in, and directed to the protected Page of File.  The login process is complete.

Please be aware that Users may login with their username instead of their email address if they prefer. They can simply enter their username in the email field.

TIP: You do not need to link to this Page directly.  However, if you want to send your returning Members directly to their own Start Page upon login, simply create a link directly to the Membership Entrance Page, and they will be directed to the Start Page defined in their User account.

Membership Confirmation Page

This Page Type is provided so that you can create your own custom Membership Confirmation Page that will be displayed automatically after a successful Member registration. This Page will also be emailed to the Membership E-mail Address in the Site Settings so that someone on your staff can be alerted about the new Member.

The Membership Confirmation Page displays a "Continue" button. When pressed by the now Registered Member, the Member User is directed to the protected Page or File. The membership registration process is now complete.

Login Page

This Page Type is provided so that you can create your own custom Login Page that will be displayed automatically when a Visitor attempts to access a private Page or File (located in a Private Folder), or access the Control Panel.

Please be aware that Users may login with their username instead of their email address if they prefer. They can simply enter their username in the email field.

Private Page or File: When a User attempts to access a private Page or File, the Login Page will be displayed and the User will be prompted to login. If they login successfully, they will be directed to theprivate Page or File they where attempting to access.  This also occurs any My Account Pages are accessed.

Accessing the Control Panel: When a User with management privileges, or a Site Manager, Site Designer, or Site Administrator attempts to login to the Control Panel, the Login Page will be displayed and the User will be prompted to login. If they login successfully, they will be directed to the Welcome Page. However, if a Start Page is defined for the User, they will be directed to that Page instead.

Accessing their Start Page: If you create a link directly to the Login Page, when a User clicks this link, the Login Page will be displayed and the User will be prompted to login. If they login successfully, they will be directed to the Start Page defined for their User Account.

TIP: Use the Start Page feature for your staff Users so when they login, they can always go the their Start Page, which can be the home page of your private staff portal.

TIP: If you don't want to provide Login capabilities from any Page, your Site Designer can add a Login Region to any of your Page Styles.

Logout Page

This Page Type is provided so that you can create your own custom Logout Page.  When this Page is viewed, the current User will be logged out instantly.  A link to the Login Page is also displayed.

Forgot Password Page

This Page Type is provided so that you can create your own custom Forgot Password Page.  This Page presents the  Visitor with a form to enter their User account e-mail address.  If the e-mail address matches a User account, then the User account's Password Hint is displayed (if not blank).  If the User is unable to remember their password from the Password Hint (if enabled), then the User account password is reset and a temporary password is e-mailed to the User account holder.

NOTE: Using the Password Hint feature makes User accounts less secure so you should use caution if you enable this feature. You can disable this feature for all Users in the Site Settings.  You can also disable the forgot Password link from all Login Pages in the Site Settings.

Change Random Password Page

This Page Type is provided so that you can create your own custom Change Random Password Page.  This Page Type is displayed immediately after a successful login has occurred using a temporary password.  This Page prompts the User to enter a new password of their choosing. This practice keeps passwords secure since only the User knows what it is, passwords are never transmitted via e-mail, and passwords are encrypted when stored.

NOTE: The first Page of each of these Page Types that is found within your website will be displayed (be sure to place them all in a Public Folder).  If any of these Pages are found missing from your website, a default page will be displayed for each Page Type so that your website will continue to function correctly, but no Page Style will be used (no branding).  To create any of these Page Types, click on "Create Page".  You should only have one Page with of each of these Page Types on your website.

Affiliate Pages

You can turn any User into a sales affiliate and assign commissions for Orders placed by Customers passed to your website from your affiliate's websites, using a built-in tracking code system.

Affiliate Sign Up Form Page

This Page Type is is an Affiliate Sign Up Form (application).

Affiliate Sign Up Confirmation Page

This Page Type is used to display a confirmation message, including the information that the Affiliate submitted on the previous page (Affiliate Sign Up Page) and an explanation of your Affiliate approval process (if not automatic).

Affiliate Welcome Page

This Page Type is used to display the Affiliate's Code that i created automatically when the Affiliate's Sign Up Form is approved.  This page will be e-mailed to the Affiliate as soon as they have been approved.  You can use this Page Type to display any follow up information about your Affiliate Program that would be helpful to the new Affiliate.

To create any of these Page Types, click on "Create Page".  You should only have one Page with these Page Types on your website.

My Miscellaneous Pages

The following Page Types are included in this category: E-mail a Friend, Error, Folder View, and Search Results.

Search Results Page

This Page Type displays the search results from the Site Search feature.  Links to Pages are displayed, along with each Page's Title and Description.  If any Pages use the "Promote on Keyword" feature, then these Pages will be listed at the top of the Search Results Page. Also, if Search Products is enabled in the page properties, then Product Groups and Products will also appear in the search results.

You can create multiple Search Results Pages. For example, you might want different Search Results pages to have different designs or properties. You can link to Search Results pages or create a search form where the action for the form points to the page.

NOTE: Only "searchable" Pages are included in the Search Results Page, and of those Pages, only Pages that the searcher has access to will be visible.

Error Page

This Page Type is used for displaying error messages. For example, if a visitor requests a Page or File that no longer exists, then the visitor will be sent to this Page Type and an error will appear. You do not need to link to this Page Type directly. It will be displayed automatically when required.

IMPORTANT:You should only have one Page with this Page Type on your website.

Folder View Page

The Folder View Page will list Folders, Pages, and Files that are inside of the same Folder as the Folder View Page and that the Visitor has access to. This Page Type is useful when you want to give your Visitors or Users a dynamic list of the content that they have access to. For example, you might want to use this Page Type for an intranet that shows private Pages that a User has access to.

For some of these Page Types, the first Page that is found will be displayed if the page cannot be determined.  If any of these Pages are missing from your website, a default page will be displayed for each Page Type so that your website will continue to function correctly.

To create any of these Page Types, click on "Create Page".

My Public Access Pages

These Pages have been placed in a Public Folder, accessible by any site Visitor or User.

TIP: If you are developing your website and don't want your website "viewable" to the public until you officially launch, you can change the top-level Folder from Public to Private.  This will make all website Pages protected from access by any Visitor or User that does not have "view" rights to the top-level Folder. Remember, if you do this, you will not be able to test any registration processes since they are never displayed to Users who are already logged into the website.

To create a Public Access Page, simply move any Page into a Public Folder.

My Guest Access Pages

These Pages have been placed in a Guest Folder, which provides you an easy way of prompting your site Visitors to register with the website before proceeding on the the Page they requested.

Whenever a site Visitor attempts to access a one of these Guest Pages, and they are not logged in, the Registration Entrance Page will be displayed, and they will be given the option to register, login, or continue on to the Guest Page they requested.

To create a Guest Access Page, simply move any Page into a Guest Folder.

My Registration Access Pages

These Pages have been placed in a Registration Folder, which provides you an easy way of prompting your site Visitors to register with the website before proceeding on the the Page they requested.

Whenever a site Visitor attempts to access a one of these Pages, and they are not logged in, the Registration Entrance Page will be displayed, and they will be required to either register or login, before continuing on to the Page they requested.

To create a Registration Access Page, simply move any Page into a Registration Folder.

My Membership Access Pages

These Pages have been placed in a Membership Folder, which provides you an easy way of prompting your site Visitors to register as a member with the website before proceeding on the the Page they requested.

Whenever a site Visitor attempts to access a one of these Membership Pages, and they are not logged in, the Membership Entrance Page will be displayed, and they will be given the option to register as a member (requires a valid Member ID), or login before continuing on to the Membership Page they requested.

To create a Membership Access Page, simply move any Page into a Membership Folder.

TIP: To get new Members to register, create any Page, (typically you would use it as the landing page for your Members), move it to a Membership Folder, and place a link to this Page on your public website. Then when a new or unregistered Member clicks on the link to access the Member's area of your website, they will be prompted to register as a Member.  Remember to send your Members their Member ID first (or you can have liveSite assign one if you require them to purchase their membership using the Commerce Pages).

My Private Access Pages

These Pages have been placed in a Private Folder, which provides you an easy way of prompting your site Visitors to  login with the website before proceeding on the the Page they requested.

Whenever a site Visitor attempts to access a one of these Private Pages, and they are not logged in, the Login Page will be displayed, and they will be prompted to login before continuing on to the Private Page they requested.  If they do not have "View" rights to the Private Folder where the Private Page resides, they will be denied access and the Error Page will be displayed with that message.

To create a Private Access Page, simply move any Page into a Private Folder.

This screen displays all the Short Links that you have access to. A Short Link allows you to specify an alias for a Page, Product Group, Product, or URL. It is ideal for marketers that need to create a short, easy-to-remember link for their advertisements. For example, a Short Link named "bigevent" could be added, making it possible to advertise a link to a Page in your promotional materials as "example.com/bigevent".

You can also create Short Links for Product Groups and Products so that you can give a short address (e.g. example.com/widget) to people which will forward to the item on a Catalog or Catalog Detail Page.

You can setup multiple Short Links for the same Page, Product Group, or Product. This allows you to setup a new Short Link for an item and not break previous Short Links.

For each Short Link you have the option of adding a tracking code so that liveSite will remember that a Visitor came from that Short Link. Tracking codes can then be viewed in various areas of liveSite (e.g. Visitor/Order reports). This allows you to setup marketing campaigns and do A/B testing. For example, you could setup two Short Links that forward to the same Page, Product Group, or Product (e.g. example.com/campaign1 and example.com/campaign2) and then determine which campaign was more effective. For Short Links with a URL destination type, if you want to include a tracking code, then you will need to include it manually in the destination URL (e.g. example?t=example).

You can also create Short Links that forward to any URL. This allows you to forward a Visitor to any URL at your website (e.g. form_item_view?r=123, example.pdf, or etc.) or to a URL at an external website (e.g. http://www.example.com/example.html).

Short Links can also be used to redirect old URLs to new URLs. Simply select URL for the destination type and a 301 redirect will be used, which will tell search engines to update their links.

Users with a Manager, Designer or Administrator role have access to all Short Links. For Users with a User role, see access rules below.

For Short Links with Page, Product Group, or Product destination types:
You have access to Short Links where you have edit access to the destination Page.

For Short Links with the URL destination type:
You have access to all Short Links that you created.

For Short Links with Page, Product Group, or Product destination types, Short Links will not break when the names for Pages, Product Groups, and Products are changed. Also, those types of Short Links will be deleted automatically when the corresponding Page, Product Group, or Product is deleted. Alternatively, Short Links with the URL destination type are not automatically managed in this way. You will have to manage them manually.

This screen displays a Short Link and its properties.

Name:
Enter the name for the Short Link (no spaces please). This will be the name in the address that you give to people. The name must be unique among other Pages, Files, and Short Links. The name is not case-sensitive, so if the name is "example", then Visitors will be able to access the Short Link at both "example" and "Example".

Destination Type:

Select the type of item that you want the Short Link to forward to.

For Page, Product Group, & Product destination types, the Short Link name will remain in the browser address bar. In other words, there will be no redirect. The destination item will simply be loaded into the visitor's browser, when the visitor requests the Short Link.

Alternatively, for the URL destination type, a 301 redirect (i.e. permanent redirect) will be used. This means that when the visitor requests the short link, the URL in his/her browser's address bar will change to the destination URL. The 301 redirect will instruct search engines to update their links, so you can use the URL destination type to forward old URLs to new URLs.

Page/Catalog Page/Catalog Detail Page:
Select the Page that you want the Short Link to forward to. If the Short Link is forwarding to a Page, then select any Page. If the Short Link is forwarding to a Product Group, then you should either select a Catalog Page or a Catalog Detail Page, based on where you want the Product Group to appear. If the Short Link is forwarding to a Product, then select a Catalog Detail Page.
Product Group:
If you selected "Product Group" for the Destination Type, then select the Product Group that you want the Short Link to forward to.
Product:
If you selected "Product" for the Destination Type, then select the Product that you want the Short Link to forward to.
Destination URL:

If you selected "URL" for the Destination Type, then enter the URL that you want the Short Link to forward to. This allows you to forward a Visitor to any URL at your website (e.g. form_item_view?r=123, example.pdf, or etc.) or to a URL at an external website (e.g. http://www.example.com/example.html). This is useful if you want to create a Short Link to a blog article or maybe a Short Link to a File.

If you want to forward to a URL at the same website, it is recommended that you use a URL without the scheme, hostname, and path. For example, use "example_page_name" instead of "http://www.example.com/example_page_name" and instead of "/example_page_name". This will allow your Short Links to continue to work if your hostname or path changes.

Unlike Page, Product Group, and Product destination types, Short Links with a URL destination type are not automatically managed by liveSite. This means that if a Page name changes or etc., you will have to manually update the Short Link.

If you want to include a tracking code in the destination URL, then you will need to add it to the destination URL (e.g. example_page_name?t=example). There is not a separate field for the tracking code for this destination type.

For this destination type, query string paramenters are not carried over from the Short Link URL to the destination URL. For example, if the Visitor visits a Short Link at "/short_link?name=value", the Visitor will be forwarded to the destination URL without the "?name=value" part. However, you can manually include query string parameters in the destination URL if you want.

Tracking Code:

For Page, Product Group, and Product destination types, you have the option of adding a tracking code so that liveSite will remember that a Visitor came from that Short Link. Tracking codes can then be viewed in various areas of liveSite (e.g. Visitor/Order reports). This allows you to setup marketing campaigns and do A/B testing. For example, you could setup two Short Links that forward to the same Page, Product Group, or Product (e.g. example.com/campaign1 and example.com/campaign2) and then determine which campaign was more effective.

If a tracking code appears in the address (e.g. example.com/short_link?t=tracking_code), then it will override the value that you enter in this field.

For the URL destination type, if you want to include a tracking code, then you will need to include it manually in the destination URL (e.g. example_page_name?t=example).

All Auto Dialogs

An Auto Dialog is a dialog (also known as a "popup") than can automatically appear on top of your Pages for Visitors. For example, if you want to encourage your Visitors to sign up for your mailing list, you might create an Auto Dialog that loads a mailing list sign-up form. Auto Dialogs will appear as modal dialogs, which means that the rest of the Page, behind the Auto Dialog, will be dark and unaccessible, while the Visitor engages with the Auto Dialog.

Normally, you will create a Page at your site and then enter that Page's URL for the Auto Dialog, however you can load any URL in an Auto Dialog, including URLs from other websites. The URL will be loaded inside an iframe in the Auto Dialog.

For each Auto Dialog, you can specify the delay (or how long the Visitor must have browsed your site before the Auto Dialog appears). You can also specify the frequency in hours if you want the Auto Dialog to appear multiple times for the same Visitor. Or, you can leave the frequency blank if you only want it to appear once for a Visitor. A cookie is stored for the Visitor when the Auto Dialog is shown, in order to keep track of if/when the Auto Dialog has been shown.

Auto Dialogs will appear at the appropriate time on any Page of your site. You can use the "Only on Page" setting if you want an Auto Dialog to only appear on certain Pages. Auto Dialogs will not appear on Pages that are loaded in iframes or in emails.

You must have an Administrator, Designer, or Manager role in order to manage Auto Dialogs.

A CSS class called "auto_dialog" is added to each Auto Dialog, so you can use that to style all Auto Dialogs. In addition, a class called "auto_dialog_[id]", is also added to each Auto Dialog so that each Auto Dialog can be styled differently, if necessary. "[id]" is the ID for the Auto Dialog, which can be found in the address bar when editing an Auto Dialog.

Create / Edit Auto Dialog

Name:

Enter the name that you want to use to manage this Auto Dialog in the control panel. The name does not appear to the Visitor. For example, if this Auto Dialog is for a mailing list sign-up form, then set the name to "Mailing List Sign-Up".

Enable:

Check this check box if you want to enable the Auto Dialog, which will start showing it to Visitors. Uncheck it if you want to disable the Auto Dialog, so it no longer appears for Visitors.

URL:

Enter the URL that you want to load in the iframe once the Auto Dialog appears. Normally, you should create a Page at your website and enter the URL for that Page here. However, you can load any URL in an Auto Dialog, including URLs from other websites. If you are entering a URL for your own website, then it is recommended that you omit the scheme and hostname, so if your scheme or hostname changes you won't have to update your Auto Dialogs. For example, use "/example-page-name".

Width/Height:

Optionally, you may enter a width and/or height in pixels for the Auto Dialog. Generally, it is better to leave these fields blank, and let liveSite automatically determine the size, based on the size of the Visitor's device. It is important that the content at the URL be responsive, so it works well for all Visitors, with different device sizes.

Delay:

Enter the amount of time, in seconds, that you want to wait before showing the Auto Dialog to the Visitor. When the Visitor first lands on your site liveSite will start tracking the Visitor and then show the Auto Dialog at the appropriate time, on any Page of your site.

For Auto Dialogs, that contain sales/marketing content, it is considered best practice to wait until the Visitor has browsed your site for some period time, before showing the Auto Dialog (e.g. 60 seconds). If you show the Auto Dialog too quickly, then the Visitor might get annoyed and leave your site. However, if the content of the Auto Dialog is emergency related (e.g. a severe weather alert), it might be appropriate to show the Auto Dialog immediately to the Visitor. In that case, you may leave the delay blank.

Frequency:

If you want the Auto Dialog to appear multiple times for the Visitor, then enter the amount of time, in hours, that should pass before liveSite shows the Auto Dialog again. If you want the Auto Dialog to only be shown once per Visitor, then leave this field blank.

Only on Page:

If you only want the Auto Dialog to appear on one Page, then enter the Page name into this field. Alternatively, if you only want the Auto Dialog to appear for several related Pages, then you may also enter a partial Page name that all of the Pages share. For example, if you enter "order", then the Auto Dialog will be shown for any Page with "order" in the name (e.g. "order-preview", "order-receipt"). You may leave this field blank to show the Auto Dialog on any Page.

NOTE: Please do not enter a slash or other URL parts. Only enter the Page name or part of the Page name. For example, enter "order", not "/order".

NOTE: This is not the Page that appears in the Auto Dialog. Please see the URL field for that.

 

Previewing

When editing an Auto Dialog a Preview button will appear in the button bar, which you can use to verify that the Auto Dialog appears and works correctly before enabling it on your site for all Visitors. You might want to leave the Auto Dialog disabled until you have finished previewing it. The Preview button will open a new window with your home page and the Auto Dialog will appear immediately. The delay, frequency, and only-on-page settings are ignored when previewing an Auto Dialog. If you make changes to the settings on the edit screen, then you will need to save your changes first before the preview feature will reflect those changes.

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