Setting Up the Customization Wizard (Dynamic, Email and XM Campaign Products Only)

This optional step, which is exclusive to Dynamic, XM Campaign and Email documents, enables administrators to create a Customization Wizard. The wizard is used to guide customers who order this product through a customization process in which they can specify values for a selection of dynamic objects included in the product.

Dynamic objects that can be customized in uStore are known as Dials. There are two types of Dials: ADOR Objects, which are directly included in the Document (for example, a text or a picture); and Variables, which are not directly included in the Document, but involve an operation (for example, a calculation) whose result is shown the Document (for example, a discount percentage). Each Document includes a predefined list of available Dials and the administrator selects the Dials to be included in the wizard.

All Dials have default values (which may be “null”), defined in the Plan file. Dials that are not included in the wizard automatically use their default values during Proofing or Production.

For the customer’s convenience, the administrator can divide the Customization Wizard into several logical steps. For example, you may create a wizard that consists of two steps: a "Personal Details" step, followed by a "Picture Selection" step.

 The customization wizard enables you to use a single Dynamic Document to create several products, which vary in terms of their customization-level and address different types of customers (for example, novices vs. advanced users).

To set up the customization wizard:

1.      In the Product Setup page, click Customization Wizard Setup.
The Customization Wizard page is displayed.

By default, each new product includes a single step, Step 1, with no linked Dials.

2.      To give the default step a meaningful name (for example, "ContactDetails"), click Edit Step.
The Step Details page is displayed:

3.      Edit the Step Name, provide a Step Description (optional) and click Save.

4.      On the Customization Wizard page, specify which Dials should be linked to this step:

   From the Available Dials list, choose the type of Dials you want to display: ADOR Objects (for example, text or graphic objects) or Variables (for example, calculations).

   Once the desired type of Dial is displayed, move each relevant Dial from the Available Dials list to the Dials Linked to Step list, by clicking the arrow  icon.
To disconnect and remove a Dial from the step, click the icon.

   You can change the display order of dials in the Dials linked to Step list by clicking the up and down arrows.

   Move additional Dials from the Available Dials list to the Dials Linked to Step list as needed.

The linked Dial’s icon indicates its editing status as follows:

 Edited Dial

 Unedited Dial, whose default settings are currently used

 Dial that must be edited

5.      To edit a linked Dial, click its name or click Edit.
The Dial Details page is displayed:

6.      Configure the desired definitions of each Dial. The customizable definitions are divided into three sections:

   General Dial information

   Dial Input Controls

    Validation Options

7.      Click Save