Step-by-step guide
Create Article Type
An 'article type' groups together articles of the same kind. So before you create an article, the article type it belongs to needs to be added. Article types are user-defined so you can add them to suit the purpose or function of your grouped pages. Here, we want to create a set of catalogue pages.
- In the CMS, go to Content → Content → Articles.
- Select the Add a New Article Type
button.
- In Code, enter a unique Code. It must be one continuous string with no more than 10 characters. This identifies the article type.
- In Name, enter a name that will clearly identify this article type. Example: 'catalogues'
- (Optional) In Icon, select a suitable icon. This is displayed only in the CMS.
- (Only for 4.32+) Content Schema Type helps search engines work out the kind of content this group of articles contains. It may also help return more informative results for users. If used, Google search results can recognise the article content type and pull in details from the article's title and SEO description, thumbnail image, date published/modified. Select a content schema type available: 'article', 'news article' and 'blog posting'. If this is not used, select 'Not Set'.
- By default, the article type name (usually the article list page name) is excluded in the article's breadcrumb. To include article type, toggle ON Is Included As Breadcrumb.
- If including article type as breadcrumb, enter the breadcrumb URL. This is usually the 'SEO Friendly URL' for the Article List page. NOTE - The article list page must exist as it is the landing page when a user clicks on the article type breadcrumb.
- Click Save. Once the article type has been added, it appears in the article type list.
Create Article
- Click into the article type (category) you just created.
- Select Add New Article
.
- Give your Article a name, e.g. (2022 Product Catalogue) this will also populate your URL and page title for best practice SEO and add a thumbnail image to show a preview of what your PDF may contain for a customer.
- Under “Custom fields” you will need to add in the internal link for “External Link URL” for your pdf. The link will be the URL of where you want the customer to view the hosted PDF
So in this example is will be https://www.commercevision.com.au/
- Then hit Save!
Once you have created all your PDFs you can now use them in widgets such as an article slider, like below.
- Navigate to content > articles
- Select add a new article type that will will be named for clear identification, an example could be “catalogues”
- Add in the next sequence code for your article type (if you have 3 categories already this would be the fourth so 04 would work) then add in the name of your new article type – for this example we will use Catalogues.
- Now that you have created your category type – go back to content > articles to see your new category and select edit.
- Select add new article
- Give your Article a name, e.g. (2022 Product Catalogue) this will also populate your URL and page title for best practice SEO and add a thumbnail image to show a preview of what your PDF may contain for a customer.
- Under “Custom fields” you will need to add in the internal link for “External Link URL” for your pdf. The link will be the URL of where you want the customer to view the hosted PDF
So in this example is will be https://www.commercevision.com.au/
- Then hit Save!
Once you have created all your PDFs you can now use them in widgets such as an article slider, like below.
Prepare your CSV file
- If your document file(s) haven't already been uploaded to the CMS, do this first. To check the settings and document file types, see: Product Documents.
Go to File Manager, select the Documents folder and go to the correct sub-folder. Click Upload, browse to your document(s) or video(s) and click Upload.- Next, get your CSV file ready. You can download an example template on the import page, or use this one - product-document-example.csv.
- Check the CSV file has 5 columns:
Column A - ProductCode: Product code a document/video is for in this import.
Column B - Label: Text the user clicks to open the document/video. Example: "Size guide"
Column C - Path: Path to document on website. Use folder path + file name. Example: "/Documents/Size-Guide-Womens.pdf". For a video, just enter the Video ID, e.g., 3kN8n-ZavKg
Column D - Tag: (optional) Words you want to associate with this product and document combination. Tags can be used as a filtering device in the Product Documents Widget on the product page.
Column E- Type: File type: document, Vimeo or YouTube.
If you have more than one tag for a product document, separate each one with a comma. Example: shirts, womens- Save your file in .csv format.
- In the CMS, go to Products & Categories → Product Document & Video Import.
- In Default Media Type, enter the default media type for this download. If no 'Type' is entered for a product in the CSV file, this default is used.
If tags are used, in the Default Tag dropdown, select an existing tag to use for this import.
If you do not choose a default, you'll need to make sure the 'Tag' column is populated for every item on your spreadsheet.
Select the Import Type you're after:
Append - Adds documents to the products on the CSV file, but does not affect existing product docs IMPORTANT- Make sure there are no duplicate lines in the CSV file or that the product does not already have this file as this will result in duplicate document links in the product's page.
Overwrite - Replaces existing documents on products in the file with the new documents specified. It will only do this where the tag on the existing document matches what is on your CSV file (or the default tag if none is specified on the spreadsheet). NOTE - Duplicate lines will be skipped and noted in the Import Log. We will not cancel the import.
Delete - Removes all existing specified documents. Here you can choose to delete by tag (where there is a match), or by file path (where there is a match)- Click 'Select files' to browse to your saved CSV. Once you select the file, the import will begin automatically.
- When complete, the Import Log shows the results of your import, including any errors.
Additional Information
| Minimum Version Requirements | **.**.** |
|---|---|
| Prerequisites | -- |
| Self Configurable | Yes |
| Business Function | Products & Categories |
| BPD Only? | Yes |
| B2B/B2C/Both | Both |
| Third Party Costs | n/a |
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