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Configuring Web Office Widgets

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Learning Experience Team

You can configure the following Web Office widgets to account for your new market’s cultural values and regulations:

  • Marketing Sites

  • Orders/Autoships

  • Personal Information

  • Rank Information

  • Sponsor/Enroller

Marketing Sites

Admin: Web Office Admin
Page: Advanced Settings > Widgets
URL: [CLIENTID].admin.directscale.com/#/WidgetsSetup
Permission: Setup Widgets

  1. Expand the Marketing Sites section.

    Marketing Sites expansion

  2. Click the button to open the Marketing Sites pop-up window

    Add New Marketing Site

  3. Under the SETTINGS tab, enter your replicated site URL(s) in the field(s) and include replace_WebAlias wherever the Associate’s username/site name appears in the URL.

    The Associate’s username/site name will automatically swap in the URL in the Web Office widget.

    For example, shop.companysite.com/replace_WebAlias or replace_WebAlias.companysite.com

      Your URL structure may vary.
    Marketing Sites Widget Settings

    Learn more in Setting Up Default Webalias.

Next, you’ll want to select the various widget elements to include:

  1. Under the WIDGET ELEMENTS tab, select the Customer Type.

    Customer Type is another name for Associate Type, read more in Base Associate Types, Associate Types, and Price Groups Explained.

  2. Select the Page Name where the widget is located (either the Homepage or Team Dashboard).

  3. Select the markets (i.e., countries) where the changes will apply.

  4. Click the ELEMENTS button.

  5. A series of checkboxes appear where you can select different elements to include in the Web Office Home > Marketing Sites widget.

    Marketing Sites Widget Elements

  6. Click SAVE. Repeat the steps for each market if necessary.

Setting up the Visited and Enrolled Counters

Admin: Web Office Admin
Page: Code Customization > Tracked Sites
URL: [CLIENTID].admin.directscale.com/#/TrackedSites
Permission: Tracked Sites

Before the Visited and Enrolled counters on the Home > Marketing Sites widget will work fully, you must add the marketing site URL to the Code Customization > Tracked Sites page.

  1. Click the ADD TRACKED SITE button to open the Add Tracked Site pop-up window.

    Tracked Sites

  2. In the URL field, enter your Marketing Site URL with /www as the default webalias.

    For example, if the Marketing Site URL that you entered previously looked like shop.companysite.com/replace_WebAlias, then for this step, you would enter shop.companysite.com/www

    Add Tracked Site pop-up

  3. Click SAVE. Repeat for each Marketing Site URL.

Orders/Autoships

Admin: Web Office Admin
Page: Advanced Settings > Widgets
URL: [CLIENTID].admin.directscale.com/#/WidgetsSetup
Permission: Setup Widgets

Order/Autoships Widget Settings

  1. Expand the Orders/Autoships section.

  2. Click the button to open the Orders/Autoships pop-up window.

  3. Under the SETTINGS tab, select one or more of Order Statuses types you want to display in the widget.

    Order Statuses include:

    • Waiting Payment

    • Paid

    • Partial Paid

    • Refunded

    • Shipped

    • Partial Shipped

    • Returned

    • Processing RMA

    • Awaiting Shipment

    • Partial Returned

    • Pending Processing

    • Card Declined. Call Issuer.

    • Card Under Review.

  4. Select one or more of AutoOrder Statuses types you want to display in the widget.

    AutoOrder Statuses include:

    • Active

    • Inactive

Next, you’ll want to select the various widget elements to include:

  1. Under the WIDGET ELEMENTS tab, select the Customer Type.

    Customer Type is another name for Associate Type, read more in Base Associate Types, Associate Types, and Price Groups Explained.

  2. Select the Page Name where the widget is located (either the Homepage or Team Dashboard).

  3. Select the markets (i.e., countries) where the changes will apply.

  4. Click the ELEMENTS button.

  5. A series of checkboxes appear where you can select different elements to include in the Web Office Team Dashboard > Orders/Autoships widget.

    Order/Autoships Widget Elements

  6. Click SAVE. Repeat the steps for each market, if necessary.

Personal Information

Admin: Web Office Admin
Page: Advanced Settings > Widgets
URL: [CLIENTID].admin.directscale.com/#/WidgetsSetup
Permission: Setup Widgets

The data types that appear in the widget can be customized in Web Office Admin.

Personal Information Widget Settings

  1. Expand the Personal Information section.

  2. Click the button to open the Personal Information pop-up window.

  The SETTINGS tab contains no options in this configuration.

Next, you’ll want to select the various widget elements to include:

  1. Under the WIDGET ELEMENTS tab, select the Customer Type.

    Customer Type is another name for Associate Type, read more in Base Associate Types, Associate Types, and Price Groups Explained.

  2. Select the Page Name where the widget is located. The only option is Team Dashboard.

  3. Select the markets (i.e., countries) where the changes will apply.

  4. Click the ELEMENTS button.

  5. A series of checkboxes appear where you can select different elements to include in the Web Office Team Dashboard > Personal Information widget.

    Personal Information Widget Elements

  6. Click SAVE. Repeat the steps for each market if necessary.

Rank Information

Admin: Web Office Admin
Page: Advanced Settings > Widgets
URL: [CLIENTID].admin.directscale.com/#/WidgetsSetup
Permission: Setup Widgets

The data types and tabs that appear in the widget can be customized in Web Office Admin. This section shows you the steps involved.

Ranks Information Widget Settings

  1. Expand the Ranks Information section.

  2. Click the button to open the Ranks Information pop-up window.

  3. Select the rank to be displayed by default.

Next, you’ll want to select the various widget elements to include:

  1. Under the WIDGET ELEMENTS tab, select the Customer Type.

    Customer Type is another name for Associate Type, read more in Base Associate Types, Associate Types, and Price Groups Explained.

  2. Select the Page Name where the widget is located (either the Homepage or Team Dashboard).

  3. Select the markets (i.e., countries) where the changes will apply.

  4. Click the ELEMENTS button.

  5. A series of checkboxes appear where you can select different elements to include in the Web Office Home > Ranks Information widget.

    Ranks Information Widget Elements

  6. Click SAVE. Repeat the steps for each market if necessary.

Sponsor/Enroller

Admin: Web Office Admin
Page: Advanced Settings > Widgets
URL: [CLIENTID].admin.directscale.com/#/WidgetsSetup
Permission: Setup Widgets

The data types that appear in the widget can be customized in Web Office Admin.

Sponsor/Enroller Widget Settings

  1. Expand the Sponsor/Enroller section.

  2. Click the button to open the Sponsor/Enroller pop-up window.

  The SETTINGS tab contains no options in this configuration.

Next, you’ll want to select the various widget elements to include:

  1. Under the WIDGET ELEMENTS tab, select the Customer Type.

    Customer Type is another name for Associate Type, read more in Base Associate Types, Associate Types, and Price Groups Explained.

  2. Select the Page Name where the widget is located. The only option is Team Dashboard).

  3. Select the markets (i.e., countries) where the changes will apply.

  4. Click the ELEMENTS button.

  5. A series of checkboxes appear where you can select different elements to include in the Web Office Team Dashboard > Sponsor/Enroller widget.

    Sponsor/Enroller Widget Elements

  6. Click SAVE. Repeat the steps for each market if necessary.

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