DemandwareBusinessManager:

MerchandisingWorkflow

1. CreateNewCategory:

MerchantTools>ProductCatalogs>Catalog>Storefront
Catalog
a. Navigatesubcategoriestochoosethelocationofthepage.
b. ClickNewbuttontocreateanewpage.
c. Enterpageinformationintothecategoryformfields
i.

setlanguagetodefault

ii.

categoryid

iii.

categoryname(customerfacing)

iv.

checkonline

v.

clickapplybutton

vi.

note:descriptionisforinternalpurposesonly,doesnotshowupinthe
storefront

vii.

Setonlinefromandonlineto(i.e.startandenddate)
1. Ifsubcategoriesexist,theymustmatchcategoryonlinefromand
onlinetodates.

d. SetPageAttributes
i.

NavigatetoCategoryAttributestab

ii.

CheckShowInNavigationboxifyouwantthecategorynametoappear
inthecustomerfacingnavigationmenu.

iii.

Cutandpasterenderingtemplate:intocorrespondingfield

iv.

ClickApplybutton

e. AssignProductByAttribute
(forfictiontemplate):

f.

i.

NavigatetoAdvancedtabthenExtendedAttributessection.

ii.

Pickextendedattributes

iii.

Scrolltolistofproductsbelowandselectall

CreateSubCategory
(optional):
i.

Configuresubcategory

ii.

Makesuretocheckshowinmenunavigationbox

iii.

Assignproductstoeachsubcategory

iv.

Clickcategoryname

v.

ScrolltoProductssection

vi.

Clickassignbutton.

vii.

Searchforproducts

viii.

Checkboxforproductsyoudliketoselect(orselectall)

ix.

Clickselectbutton

g. CategoryPosition:
i.

ClickProductstabinthecategorypage.

ii.

Explicitlypositionproductsonthepage.

iii.

Sorttheproductsbyenteringanumberinthepositionfield.

h. DigiMagCategory:

MerchantTools>ProductsandCatalogs>Storefront
catalog>EnterOrders>YourTeacherOrder>[digimagname]
i.

ClickonCategoryAttributetab
1. EnterdigimagidinDigimagFlyerIDfield.
2. ClickApply
3. All3digitcodesaredummyflyers(Delores).Youngestgradeis
wherethemasterflyeris.

i.

Notes
:
i.

theremustbeactiveproductonthepageinordertopreviewthepagein
theStorefront.

2. UploadFilestoLibrary:
MerchantTools>Content>Import&Export
a. ClickManageContentImageslinkundertheContentImageUploadheader
b. SelectradiobuttonforLibraryrcousandclickokaybutton..
c. ClickontheSitesrcousLibrarylinkundertheDirectoriesheader.
d. Clicktheradiobuttonforthetheappropriatesubdirectory.
e. ClickChooseFilebuttonandselectalocalfile.
f.

ClickUploadButton

g. Newlyuploadedfileincludingthumbnailandmetadatawillappearunderthe
Filesdirectory.
h. Notes:
i.

Bradleywillbedoingthissection,i.e.2.UploadFilestoLibrary

3. ConfigureContentAssets:
MerchantTools>Content>ContentAssets

a. ClickNewbutton.
b. CreateuniqueID
c. Createname(internaluseonly)
d. Createdescription(internaluseonly)
e. SelectYesfromtheOnlinedropdownmenu.
f.

SelectHTMLeditorlinkunderthebodyfield,whichisunderContentsection.

g. ForImagesandotherhtml
(forproducts,seeH):
i.

ClicktheappropriateiconintheHTMLeditororcutandpastehtml.

ii.

NavigatetheDirectoriestofindthefileinitslocation.

iii.

ScrolldowntotheFilessectiontoviewthefilesinthelocationsyou
haveselected.

iv.

Clickthefilenamehyperlink(nottheradiobutton)

v.

ClicktheOkaybuttonintheImagesPropertiespopup.

vi.

ClicktheOkaybuttonintheHTMLEditorpopup.

vii.

NOTE:Mobileimageswillbespecifiedonanonneededbasis.

viii.

Notes:
1. BradleywillconfigureimagesandhtmlbasedContentAssets
(outlinedabove)whileOnlineMerchandisewilltakecareofmost
specialcases(outlinedbelow).

h. AssignProducts
(optional)
i.

InContentAssetconfigurationform,scrolltoProductIdfield.

ii.

ProductIDscanbespecifiedbyusingcommaseparatedids(notthecase
viacontentslots)

i.

j.

ForTemplatewithMarketingTitle
i.

ClicklinkforHTMLEditor

ii.

Chooseimageforlibrary

iii.

Selectimageandchooselinkicon.

iv.

Addproductdetailpageid

ClickApplybutton.

4. ConfigureContentSlots:

MerchantTools>OnlineMarketing>ContentSlots
a. Therearethreedifferenttypesofslots,butmostpageswillusethecategoryslot.
i.

Globalslots:
arehooksintocertainpages,whichareinaccessiblevia
BusinessManager,butratherexistwithinthedevelopmentenvironment.

ii.

Categoryslots
:Calledso,becausefromamerchandisingperspective,
weare
categorizing
productintopages.

iii.

Folderslots
:Pagesbuiltasfoldersaredonesobecausetheyhaveno
correspondingstorefrontnavigation,butworkmuchinthesamewayas
categoryslots.Usuallyreservedforpagesthathavenoproduct,like
marketingpages.

b. Underthe
CategorySlots
header,unnestthestructuretonavigatetothe
locationofthepageyoucreatedinstep#1.
i.

Note:ifyoucantopenthepage,itmaybebecauseyouforgottoputyour
renderingtemplate(step#1)

c. Clickonthecontentslotyouwouldliketoedit,i.e.catbanner.
d. ClickNewbuttontoconfigureanewcontentslot.
i.

Note:youcanaddasmanycontentslotsasyoudlike,oftheslots
available.Slotsarepredeterminedbythepagesrenderingtemplateyou
choseinstep#1.

e. Scrolldowntoconfiguretheslotconfigyoucreated,
i.

createanID

ii.

ChooseYesinenabledropdown.

iii.

Checkdefaultifapplicable.
1. NOTE:Itsbestpracticetospecifyadefaultconfig.

iv.

Writeadescriptionforinternaluse.

v.

UnderSlotContentsection,chooseanoptioninthe
Contenttype

dropdown.
1. Product
a. AddproductinProductfieldbyaddingalistofproductid
separatedbyareturncarriage(i.e.verticalstackofproduct
ids)
b. (optional)AddcertonaID
c. Choosetemplate
d. (optional)CreateCallout
e. (optional)configurectaText
i.

typeSeeAlloranycustomtext

ii.

inputurlforctaLink

1. canbetakenfromurlfragmentorfullurl
(notids)
f.

NOTE:Ifyouwantamultiplerowsofproducts,configure
theproductswithinthecontentasset(see3h)

2. Category
a. UsedwhenleveragingCategoryAttributestocreateassets
onthepage.
b. ListapplicablecategoryIDsintheformfield
i.

forexample(ShopAllFlyers)isbasedonthe
GradecategoryIds:
1. flyergraderange
2. flyerimage

3. ContentAsset
a. enterthecontentassetid(createdinstep3b)
b. Choosetemplate
4. HTML
[notrecommended]
a. YoucouldalsouseaContentAssetwithHTMLinthebody
attributefield,whichisthewaytodoitiftheHTMLwillbe
usedinmultiplelocations.
b. theimagesavailabletothisContentTypeareinadifferent
librarythanisavailabletoContentAssets,sorequires
uploadingtothecorrectlibrary.
vi.

ChooseapplicableSlotTemplate

vii.

AddSchedule
1. CreateDescription
2. ChooseType
3. ChooseCustomergroup
a. NOTE:Customergroupcreation?
i.

derivedprimarygrade(calledasessionattribute)

ii.

TK

4. Rank
viii.
ix.

ClickApplybutton.
Notes

1. multipleslotconfigurationscanbeassignedtotothesame
contentslot.
2. bugfixoutfromusingmultipleContentAssetTemplatesinthe
sameContentSlot.
3. GlobalSlotsaredifferentthanCategorySlots,andareslotsthat
youwouldntnavigatetothroughthemenu,soareinsteadstored
inonelonglist,whichissearchable.
5. CreateCampaign
(i.e.batchscheduleslots)
:
MerchantTools>OnlineMarketing>
Campaigns
a. ClickNewtocreateacampaign
b. AddcampaignId
c. Adddescription(internalpurposes)
d. ChooseYesintheEnabledpulldown.
e. SelectStartandEnddates
f.

AddExperience
i.

Addslotconfiguration
1. NavigatetoStorefrontcatalogtolocatetheslotyouwouldliketo
setanexperiencefor
2. Setranktheremaybeaconflictwithotherslotconfiguration(the
lowerthenumberthehigherthepreference).

g. Notes
i.

ExperienceInheritstheschedulefromthecampaignlevel

ii.

overridesdefaultschedules

6. ReIndexProducts:
MerchantTools>Search>SearchIndex
a. Checkboxfortheindexyoudliketoindex
b. Clickreindexbutton
c. Clickrefreshbuttontoseeifreindexingiscomplete
7. PreviewCategoryintheStorefront:
a. YoucanclickonthePreviewicon(magnifyingglassoverdocument)toviewa
ContentSlotorContentAssetonthesite.
b. ClickStorefrontToolKiticon(bluepowerbuttonontopleft)toconfigurewhat
informationshowsonhover.
i.

Contentinformation

ii.

Pageinformation:

iii.

Cacheinformation

iv.

Searchinformation
1. Willshowwhatinfluencedtheplacementofaproduct.

v.

Requestlog

vi.

SitePreview
1. Futuredateandtime
2. Customergroup
a. asofnow,cantusemultiplecustomergroups

8. ReplicationtoProduction
a. Sendmodulesofinformationtoproduct
i.

Catalog/NewProducts

ii.

ContentAssets

iii.

ContentSlots

iv.

Campaigns

b. Canbeautomated
9. GlobalNotes
a. IDsmustbeuniqueacrossallassetsofthesametype.

Search

1. SearchableAttributes:
a. BoostFactor
:amultipletogaugerelativeimportance.Searchableattributesget
aboostfactorofone.Aboostfactorof2wouldmeanthatithastwicethe
importanceasothersearchableattributes.
b. Newsearchableattribute
forproduct
i.

ClickNewbuttonunderProductIndexAttributes

ii.

Chooseanattributefromthesearchfield/pulldownlist.

iii.

ClickApplybutton.

c. Notes
i.

AdamadvisesagainstusingProductDetailscopyunlesswefindagood
reasonotherwise.

ii.

Startwithaboostfactorofoneandtweakbasedontheneutralsearch
results.

iii.

TBDonwhowillmakethisinitialsetup

2. SearchDrivenRedirects
a. Youcanbypassnormalsearchprocesstotakeausertoaspecificpagebased
onasearchkeyword.
b. ClicktheNewbutton
c. IntheKeywordsfield
d. Checktheonlinebox
e. Actionpulldown
i.

ShowProductPage(ProductDetailPage)

ii.

CategoryPage
1. SpecifyCategoryIDorsearchusingellipsis

f.

iii.

ShowContentPage

iv.

RedirecttoURL

v.

RedirecttoPipeline

Updatesearchindex

3. Customizations:
Toolbox>TotalFileDemander
a. BathPath=IMPEX
b. RelativePath=/src/
c. File=CustomSearchRedirectRules
i.

CustomizeSearchResultstoUsergroup

d. File=ProductOrderingRules
i.

CustomizeflyerorderonAlsoavailbleontheseflyersflyoutlocatedon
thePDP.

4. StopWords
:
5. CategoryExclusion:
Ifyouhaveacategory
6. SynonymDictionary:
configuredbyDev
7. Hypernym:
onewaysynonyms,i.e.A=BbutBdoesnt=A

8. CompoundWordDictionary:
takecareofinconsistenciesregardingspacesand
hyphensinaphrase
9. SortingRules
a. Attributes:
allactivedataattributesaredefinedexplicitlyinDemandware
documentation.
i.

Activedata:
userdatagivenproductwhichcanbeusedtodynamically
moveaproductinasearchresult.

ii.

Attributes:
furtherrefinetheproductorderreturnedbyasearchresult.
1. SearchPlacement
a. 18
b. defaultis6foreverynewproductadded
c. termagnostic
2. SearchRank
a. 13
b. termagnostic
c. novaluedefault
3. Notes
a. ordermatters

b. Notes
i.

CanbeA/BTested

ii.

Productcannotbeexplicitlyplaced,butratherbasedontheattributes.

10. SearchProduct:
MerchantTools>ProductsandCatalogs>Products
a. Simple
b. Advanced
c. ByID
11. SearchResults
a. SearchBanners
i.

AllsearchbannersmusthaveanIDofs_[searchterm]where
[searchterm]isthekeywordthecustomerissearchingfor.

12. PipelineURLS:

MerchantTools>SiteURLs>URLRules>PipelineURLS

Note:Documentaton(bookicon)needsExchangecredentials.