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Overview


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Layers are used by all widgets to filter or restrict the widget's content to a particular audience. A layer can be based on conditions such as the user's authentication status (logged in vs. public), their role, and/or their customer code, just to name a few.



 If you've ever edited a widget in the CMS, you may have noticed the Layer selector on the General Options tab: 

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  1. In the CMS, navigate to Advanced Content → Layers
  2. Click 'Add New Layer'.
  3. Give your new layer a Name and a Description; anything that's meaningful to you.
  4. Next, specify the conditions under which this layer will 'activate'. It could be for particular roles, accounts, or marketing flags, for example. 
    (For further information on layers and examples of use, see our blog post on Personalisation here!)
  5. Click 'Save & Exit
  6. Your new layer is now ready to use! Add it to any widget on your site - it's that easy.
     

 


Layer Options

Field nameDescription
URL Pattern 

The widget will activate when the customer browses a particular page or pages. 

Use the '*' wildcard to include all like pages, or exclude a page using '!'

User Authenticated StatusDefines the layer based on Logged In users (Authenticated), Logged Out users (Anonymous), or Any user.
RoleDefines the layer based on the role of the user. You can include, or exclude any role from the list.
Account

A single account code, or a list of debtors from PRONTO that should be included (or excluded) from this layer.

Bill-to AccountSimilar to the Account option, this specifies a Bill-to Account filter, using an include or exclude
CatalogueIf your site uses Custom Catalogues, you can define a layer based on what catalogue the user is browsing. Specify the Global Catalogue, any Custom Catalogue, or a list of Custom Catalogues.
Customer Filters

There are several Customer fields integrated from PRONTO ERP that can be used to define a layer, including:

  • Industry Group Codes
  • Marketing Flags
  • Warehouses (i.e. the current customer's Warehouse)
  • Rep Codes (i.e. the current customer's assigned rep code)
  • Territories
  • Customer Types
  • Company Masks
  • Industry Sub Groups

Any of the above can be done as a list (separated by commas), and can be set up to include or exclude the values supplied.

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Additional Information


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Layers


Minimum Version Requirements


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**.**.**


Prerequisites


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**


Self Configurable


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Yes


Business Function


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BPD Structure


BPD Only?


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Yes


B2B/B2C/Both


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Both


Ballpark Hours From CV (if opting for CV to complete self config component)


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Contact CV Support


Ballpark Hours From CV (in addition to any self config required)


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MultiExcerptNameBallpark Hours From CV (in addition to any self config required)

Contact CV Support


Third Party Costs


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n/a


CMS Category


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 CMS Category

 

 

 

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 Related help

Content by Label
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cqllabel in ("personalisation","layers")