IQconnect OnlineWidget Setup

IQconnect OnlineWidget Setup

 

IQCONNECT SMARTSITE MODULE

 

OVERVIEW


IQconnect SmartSite solves the age old problem of how to take your complex print business online and offer print products with all their diversity.

With SmartSite you use the right tool for the right job. This means that we take the best out of your marketing orientated website and power it up with PrintIQ as the shopping cart to create a real online presence.

 


WHAT'S INCLUDED WITH THE MODULE

Within the IQconnect SmartSite module, we’ve included everything you need to take your print business online. As part of the module, you get:

 

  • Product widgets for your website
  • Fully integrated APIs to connect your website with printIQ
  • A customisable web registration process
  • A web registration workflow board to manage incoming requests


GETTING WIDGETS UP ON YOUR WEB SITE IS EASY!


IQconnect SmartSite is a self-contained module that allows you to simply copy and paste a few lines of code on to your website to create a product ordering widget. Choose to display pricing on your website or have your customer first register. The SmartSite widgets are self-contained with built in API calls that allow you all the features of the printIQ simplified ordering process.

 

  • You add the widgets with a few lines of code onto each webpage.
  • You control how it looks with your website CSS.
  • You configure how you want the widget to work.
  • Product selections are driven straight off printIQ.
  • Pricing is generated from printIQ in real time.

 

Please note single products and kits are not supported through the widget                                                 

AN EXAMPLE OF A BUSINESS CARD WIDGET

 


 

 


AN EXAMPLE OF A FLAG WIDGET


 


THE BENEFITS

IQconnect SmartSite represents a quantum shift in terms of taking your print business online. Rather than trying to integrate your online ordering system with your MIS, we’re simply taking your MIS online, straight onto your website.

 

  • We’ve made the setup easy so you avoid a complex project involving your web designer, your MIS provider and your integration developer
  • Make complex print products available online without having to create a million product codes
  • Gather essential information about who’s on your website with the registration process
  • Every time a customer gets a price, you have a quote in printIQ
  • As soon as the order is made, you have a job sitting on your production board
  • Use the printIQ credit card gateway on your website to take payment in real time

 

THREE WORKFLOW OPTIONS TO SUIT YOUR BUSINESS

We have created three workflows to suit how you’d like to use IQconnect SmartSite
    Option one                                           Option two                                                  Option three
    Choose product options                 Choose product options                        Choose product options
    Register                                                Present prices (on website)                 Register
    Present prices (in printIQ)             Register                                                       Vet the registration
    Complete the order                         Complete the order                                  Send login details
                                                                                                                                            Present pricing           
                                                                                                                                            Complete the order


THE WEB REGISTRATION PROCESS

Everyone registers before they can order so you collect essential information so you can track who’s on your site and you can follow up later. You choose whether to have them register before or after you present a price.

 


 

 

YOU BUILD YOUR OWN ONLINE REGISTRATION FORM

We’ve created a dynamic registration process so that you get to choose what information you collect from your customers when they register. Make it as quick or comprehensive as you like.

 


 

YOU CAN ADD MORE DETAILS USING CUSTOMER REFERENCES

When you want to add more information to the registration process, you configure them yourself using the customer references within printIQ. This allows you to add text boxes, dates and drop downs to the web registration form. Use this to offer a list of Industry types, referral options or how the customer found out about you.

 


 

VET CUSTOMERS BEFORE THEY START ORDERING

When this is your preference, you configure the web registration process to not auto login on completion of the registration. The customer then receives a confirmation of their registration and that you will be in touch soon.
From there, you review the registrations on the web registration workflow board.


 


The workflow allows you to:

 

  • Review new registrations.
  • Create a customer account based on the information provided, assign appropriate pricing tiers and control payment terms.
  • Easily create and email login details to your customer once you’re ready to approve.
  • Track the number of prices generated vs sales made.


A CLOSER LOOK BEHIND THE SCENES

From a printIQ perspective, this is what takes place as the customer uses the widgets and registers.

  • A user account is configured in printIQ to operate the widgets. The user is called “WIDGET” by default but it can be any user you like.
  • The only role this user needs is the Anonymous user role.
  • The user called WIDGET is linked to a customer in printIQ. By default, we set this up with code WIDGET.
  • The customer setup is important as it needs to have the right pricelists setup to control access and pricing levels for online sales
  • Once a web registration is complete, printIQ will:
    • Create the new user with role of “Customer”.
    • Create the new customer account based on the Widget customer details. It sets the credit terms as Online Credit Card and the account is created as a Lead.
    • We then copy the quote that was completed from the website onto the newly created customer account
  • The end result is that the new user is creating an order on their own customer account in printIQ. As accounts are pre pay with pricing controlled by you, the customer pays via credit ca

 

 


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