Step-by-step guide
1. Create Article Type
An 'article type' groups together articles of the same kind, much like a category folder. So before you create a set of articles, e.g., catalogue pages, create and name an article type that suits these 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 as the identifier for the article type. It must be one continuous string with no more than 10 characters.
- 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 article type 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. But you might like your customers to be able to go back to the list of articles available. To include article type, toggle ON Is Included As Breadcrumb.
- IMPORTANT - If article type will be part of the 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 this is the the landing page. If it doesn't, the user will see a 'Page Not Found' error.
- Click Save. Once the article type has been added, it appears in the article type list.
2. Create Article
- Click into the article type (category) you just created.
- Select Add New Article
.
- Give your article a meaningful name, e.g. '2022 Product Catalogue'. TIP - The name should match the content for best practice SEO because it will also display in the URL and page title.
- Add a thumbnail image so readers have an idea what the PDF contents are.
- Scroll down to Custom Fields.
- Choose a link type:
- External Page Link - page/file is not on your website. The link will be the URL for the website where the PDF is hosted, e.g., https://www.commercevision.com.au/
- Internal Page Link - page/file is on your website
- Click Save.
3. Add the PDFs
These need to be prepared separately.
- Use available widgets to add and display the PDFs, e.g., Article Slider Widget.
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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