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Components – Product Management

The product management tool allows you to create an inventory of gift items to use on Premium donation pages or Symbolic Giving sites. To use this tool in page-builder you will first need to set up the component under Pages > Components > Product Management.

You can either create gifts for

New Product (premium gift)

To create a new premium gift product just click Create New Product button. Click on Premium Gift and Next.

This will open the Product editor where you can create your gift items.

Below is a description of the fields and what you should enter.

Field

Description

Name

This is the name of the gift item. This name will be displayed internally and in page-builder, so a descriptive name is useful.

Description

A summary of the gift

SKU

The SKU number of the gift if applicable

Stock

If the item has a limited quantity and you want to keep track of stock levels, use this field to list how many are in stock

Price

The cost of the gift

Notes

Internal notes about the gift

Categories

You can add categories to organize your gifts

Tags

You can tag gifts with keywords

Images

To display a thumbnail(s) of the gift to your donors you can add images of the gift here. Click the Add Image button to choose an image from the library or upload a new image.

Once you have selected an image just click Insert to use it.

Product Variants

If your gift has different variants such as size or color you can set those up here. Click the pencil icon to open the option types editor.

Then click Create new option type to set up a new variant option such as a choice of colors.

When you are finished click Use select options to use that variant.

To add a variant from the variant list you have chosen click Add Variant. This will open the variant editor where you can pick an option from the list.

If you would like to use all of the available variants in the list just click Add all Variants instead.

Saving the product

When you are finished just click SAVE.

Launching the product

Before the product becomes available, you need to Launch it. To do this, click on the product in the main list and click Launch. Once live, this product’s variants cannot be edited. This is to help with reporting as changes made during a program would skew numbers.

New Product (symbolic gift)

Symbolic gifts are used with Ecommerce pages, and are the virtual gifts that a supporter can buy for their friend.

To create a new product just click Create New Product. Click on Symbolic Gift and Next.

This will open the Product editor where you can create your gift items.

Below is a description of the fields and what you should enter.

Field

Description

Name

This is the name of the gift item. This name will be displayed internally and in page-builder, so a descriptive name is useful.

Description

A summary of the gift

SKU

The SKU number of the gift if applicable

Stock

If the item has a limited quantity and you want to keep track of stock levels, use this field to list how many are in stock

Price

The cost of the gift

Sale Price

Optional. If set, this will put the product “on sale”

Notes

Internal notes about the gift

Categories

You can add categories to organize your gifts

Tags

You can tag gifts with keywords

Symbolic gift template

This allows you to assign and manage your symbolic gift email templates. These emails are sent by the supporter to the gift recipient, telling them they have been bought a gift

Subject

The subject line that will appear in the recipient’s inbox when sent the product

Sender

The sender that will appear as having sent the product in the recipient’s inbox

Images

To display a thumbnail(s) of the gift to your donors you can add images of the gift here. Click Add Image to choose an image from the library or upload a new image. Once you have selected an image just click Insert to use it.

Product variants

If this product is available in different options, add the variants here.

Related products

You can optionally add related products, so when supporters are browing you Ecommerce site they can see what products are similar to the one they are looking at.

Search Engine Optimization

This will add a Title and Description to your page’s HTML that can be read by search engines and social networks.

Saving the product

When you are finished just click SAVE.

Launching the product

Before the product becomes available, you need to Launch it. To do this, click on the product in the main list and click Launch. Once live, this product’s variants cannot be edited. This is to help with reporting as changes made during a program would skew numbers.

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