Further customisation of your storefront with Chameleon

This tutorial will build on the knowledge learned in BG_023_Change your storefront appearance based on customer.

In BG_023, we learned of Infigo's Chameleon functionality, allowing you to change the look and feel of your storefront based on the customer viewing it.

This tutorial takes this one step further, with worked examples showing how to customise various areas of your storefront homepage using Chameleon. We will cover:

  • Updating the header logo

  • Updating the homepage banner imagery

  • Updating links

  • Updating custom CSS

  • Updating email templates

Infigosoftware

  1. 1. Click on Content Management

    We will begin by uploading our required resources to the CSS Override area of your storefront back-end.

    Click on Content Management
  2. 2. Click on CSS Override

    Click on CSS Override
  3. 3. Select resources to upload

    Select resources to upload
  4. 4. Click on Upload

    Click on Upload
  5. 5. Your resources are now available

    Your resources have now been uploaded to your storefront.

    Each has been assigned a link which can be directly copied to your Code Mirror Editors and directly access the resource.

    Your resources are now available
  6. 6. CSS Override resources can also be Chameleon group based

    Whilst not mandatory, it is possible to group CSS Override resources by Chameleon group.

    Specify which Chameleon groups to use by clicking the '+' icon.

    CSS Override resources can also be Chameleon group based

Infigosoftware

  1. 7. Click on Content Management

    Our first Chameleon group based change will be to update the Header logo based on the customer accessing our storefront.

    We will start by navigating to the Header Editable Content block.

    Click on Content Management
  2. 8. Click on Editable Content

    Click on Editable Content
  3. 9. Click on Edit

    Click on Edit
  4. 10. Click on '+' icon to add a Chameleon group

    The Editable Content tab shows the default content, seen by those sitting outside of any Chameleon group.

    We can define content for specific Chameleon groups by adding a tab for that group and modifying the contents.

    Click on '+' icon to add a Chameleon group
  5. 11. Choose a Chameleon group

    Choose a Chameleon group
  6. 12. Click on Create

    Click on Create
  7. 13. Click on Editable Content

    On our example storefront, the RedCo. logo is used on the Editable Content tab.

    We will first change this to show the parent company logo, Colourful Inc.

    Click on Editable Content
  8. 14. For ease of access, keep the CSS Override screen open on a separate browser tab. Click on Content Management

    For ease of access, keep the CSS Override screen open on a separate browser tab. Click on Content Management
  9. 15. Right click on CSS Override and open in a new tab

    Right click on CSS Override and open in a new tab
  10. 16. Copy the link of the required CSS Override content

    Copy the link of the required CSS Override content
  11. 17. Paste the link into the line of code controlling the Header image

    Paste the link into the line of code controlling the Header image
  12. 18. Click on Save and Continue Edit

    Click on Save and Continue Edit

Infigosoftware

  1. 19. To view these changes, click on Public store

  2. 20. As you are logged in as a Storefront Administrator, the Colourful Inc. logo should be applied

    This logo is displaying as your Storefront Administrator account is not present in any of the Chameleon groups

    As you are logged in as a Storefront Administrator, the Colourful Inc. logo should be applied
  3. 21. Copy all content from the Editable Content, Code Mirror Editor area

    We will use this code as a basis for all Chameleon groups.

    Copy all content from the Editable Content, Code Mirror Editor area
  4. 22. Click on RedCo Chameleon Group

    Click on RedCo Chameleon Group
  5. 23. Click on Code Mirror Editor from Body text editor

    Click on Code Mirror Editor from Body text editor
  6. 24. Paste code into text area

    Paste code into text area

Infigosoftware

  1. 25. Copy the link to the relevant content from the CSS Override section

    Copy the link to the relevant content from the CSS Override section
  2. 26. Paste the link into the relevant line of code

    Paste the link into the relevant line of code
  3. 27. Uncheck Apply Default Styling

    Uncheck Apply Default Styling
  4. 28. Click on Save and Continue Edit

    Repeat this process for other Chameleon groups.

    In our demonstration, these are Blue Co. and Green Co.

    Click on Save and Continue Edit
  5. 29. To view these changes, click on Customers

    To view these changes, click on Customers

Infigosoftware

  1. 30. Click on Customer Management

    Click on Customer Management
  2. 31. Impersonate a customer sitting within one of your Chameleon groups

    Impersonate a customer sitting within one of your Chameleon groups
  3. 32. The logo will update to match that Chameleon group

    The logo will update to match that Chameleon group
  4. 33. Click on Content Management

    Next, we will update the content within the Homepage Banner.

    Our initial aim will be to update the graphics within the banner using resources uploaded to the CSS Override section.

    This process is virtually identical to the change in logo, consisting of:

    • Locate the Editable Content block

    • Create a content tab for each Chameleon group

    • Copy and paste the code data from the original Editable Content tab into the new Chameleon group tabs

    • Copy relevant links from CSS Override section

    • Paste the links into the Chameleon groups to overwrite the relevant content

    • Verify changes by impersonating Chameleon group customers

    Click on Content Management
  5. 34. Click on Editable Content

    Click on Editable Content

Infigosoftware

  1. 35. Locate the Homepage Banner block and click on Edit

    Locate the Homepage Banner block and click on Edit
  2. 36. Select or add a Chameleon group tab

    Select or add a Chameleon group tab
  3. 37. Copy and paste code content from the Editable Content tab to the Chameleon group tab

    Copy and paste code content from the Editable Content tab to the Chameleon group tab
  4. 38. Insert the relevant CSS Override content link into the code editor

    Repeat this process for the other Chameleon groups

    Insert the relevant CSS Override content link into the code editor
  5. 39. To verify changes, click on Customers

    To verify changes, click on Customers
  6. 40. Click on Customer Management

    Click on Customer Management
  7. 41. Impersonate a user sat within a Chameleon group

    Impersonate a user sat within a Chameleon group
  8. 42. Your updated Banner imagery will now display

    Your updated Banner imagery will now display

Infigosoftware

  1. 43. Click on a Chameleon group

    Finally, we will update a hyperlink on our Homepage Banner Editable Content block, to ensure the correct product category is reached based on the customer.

    We will be modifying the button labelled by default as "Start Shopping".

    Click on a Chameleon group
  2. 44. On a new tab, click on Catalogue

    For ease of access, navigate to the Categories section on a new browser tab.

    We can use the category section to identify the URL of the category pages on the front-end of our storefront.

    On a new tab, click on Catalogue
  3. 45. Click on Categories

    Click on Categories
  4. 46. Click on Manage Categories

    Click on Manage Categories
  5. 47. Select a category relevant to your Chameleon group users and click on Edit

    Note the number that appears in the page URL when editing, this will be the category ID.

    Such as: "https://training.infigosoftware.com/demofordocument/Admin/Category/Edit/7"

    The category ID for this product category is 7, which we can use to build our front-end URL.

    The correct URL will also appear if you view the category on the storefront front-end.

    Select a category relevant to your Chameleon group users and click on Edit
  6. 48. Navigate to the Homepage Banner Editable Content block and select the Chameleon group relevant to that product category

    Navigate to the Homepage Banner Editable Content block and select the Chameleon group relevant to that product category

Infigosoftware

  1. 49. Edit the URL then click Save and Continue Edit

    By default, the button URL will consist of the storefront token %Store.URL%.

    This can remain, however we will amend our category ID onto the end of this URL.

    So, to link to product category 7 we will add "/c/7", where:

    • c represents a category

    • 7 represents the category ID.

    Repeat this process for your other Chameleon groups.

    Edit the URL then click Save and Continue Edit
  2. 50. Impersonate a user within a Chameleon group to verify these changes

    Impersonate a user within a Chameleon group to verify these changes
  3. 51. Click the button on your storefront with the updated URL

    Click the button on your storefront with the updated URL
  4. 52. The relevant product category page will load

    The relevant product category page will load
  5. 53. Click on Content Management

    Next, we will look at how to upload custom CSS files on a Chameleon group basis. This allows designers to add custom skinning to a site based on the logged in user.

    To begin, navigate to the CSS Override area.

    Click on Content Management

Infigosoftware

  1. 54. Click on CSS Override

    Click on CSS Override
  2. 55. Click on '+' to utilise a Chameleon group

    This icon allows us to define a new CSS Override area for each of our specified Chameleon groups.

    Click on '+' to utilise a Chameleon group
  3. 56. Click on RedCo Chameleon Group

    Click on RedCo Chameleon Group
  4. 57. Click on Create

    Click on Create
  5. 58. Click on RedCo Chameleon Group

    The new Chameleon group tab will now appear and is ready to receive custom CSS files.

    Click on RedCo Chameleon Group
  6. 59. Select your custom CSS file from file upload menu

    Select your custom CSS file from file upload menu
  7. 60. Custom CSS file

    The custom CSS file being used for this example is incredibly basic, designed simply to demonstrate this functionality.

    Once applied, we will see two primary changes per Chameleon group. These are:

    • The hover colour of any buttons on our storefront

    • The accent colour of any featured products on our home page

    Please note, custom CSS grants scope for much more sweeping changes than those shown in this example.

    Custom CSS file

Infigosoftware

  1. 61. Click on Upload

    Click on Upload
  2. 62. Click on Download the uploaded CSS file

    Admins can download the uploaded CSS file if required. Useful if the exact file being used requires tweaking or reviewing.

    Click on Download the uploaded CSS file
  3. 63. Click on '+'

    We will repeat these steps for a second Chameleon group

    Click on '+'
  4. 64. Click on BlueCo Chameleon Group

    Click on BlueCo Chameleon Group

Infigosoftware

  1. 65. Click on Create

    Click on Create
  2. 66. Click on BlueCo Chameleon Group

    Click on BlueCo Chameleon Group
  3. 67. Select "Chameleon Demo Blue.css" from file upload menu

    Select "Chameleon Demo Blue.css" from file upload menu
  4. 68. Click on Upload

    Click on Upload
  5. 69. Click on Customers

    We will now impersonate customers from these two Chameleon groups, and see how these changes appear on our storefront.

    Click on Customers
  6. 70. Click on Customer Management

    Click on Customer Management

Infigosoftware

  1. 71. Click on Impersonate

    Click on Impersonate
  2. 72. Category highlight colours

    For the Red Chameleon group, highlights are now appearing as red in colour

    Category highlight colours
  3. 73. Hover over a button

    For the Red Chameleon group, button hover colours are now appearing as red.

    Hover over a button

Infigosoftware

  1. 74. Click on Log Out

    This will end the impersonation of a particular user.

    Click on Log Out
  2. 75. Click on (back to customer list)

    Click on (back to customer list)
  3. 76. Click on Impersonate

    Impersonate a user from the other Chameleon group with custom CSS

    Click on Impersonate
  4. 77. Category highlight colours

    For the Blue Chameleon group, highlights are now appearing as blue in colour

    Category highlight colours
  5. 78. Hover over a button

    For the Blue Chameleon group, button hover colours are now appearing as blue.

    Hover over a button
  6. 79. Navigate to Email Message Templates

    We can also control the content of email templates based on Chameleon group.

    Navigate to Email Message Templates
  7. 80. Select an email template and click on Edit

    Select an email template and click on Edit
  8. 81. Email template

    Email message templates will have a Default tab, showing the email content sent to those sitting outside of selected Chameleon groups.

    Email template
  9. 82. Click on '+' to activate a Chameleon group on the selected email template

    Click on '+' to activate a Chameleon group on the selected email template
  10. 83. Click on a Chameleon Group

    Click on a Chameleon Group
  11. 84. Click on Create

    Click on Create
  12. 85. Click on RedCo Chameleon Group

    The Chameleon group is now available for selection, giving you a space to customise the email content for members of that group.

    Click on RedCo Chameleon Group