Λctiv8 Web Tools

Related topic:

Frame Configuration

Everything but . . . To provide your customers and club members with online membership, account management, shopping, and member choice services, Λctiv8 offers the web toolkit, a suite of tools that you can add to an existing web site. Λctiv8ʼs web tools comprise a number of HTML inline frame (<IFRAME>) elements which communicate with one another through JavaScript commands, processed by scripts on an Λctiv8 server. These scripts read requests from the web browser and retrieve and display data from your database. The layout and format of the embedded iframes are controlled by settings in a set of cascading style sheet (CSS) files; you can modify these styles to customize how the Λctiv8 tools look on your site.

For full details on implementing the Λctiv8 web tools, see The Λctiv8 Web Toolkit.

Web tools components

The Λctiv8 web tools include:

The login link

Web tools login linkYour online shopping site may offer selected merchandise or special discounts to registered club members. To enable the system to recognize them, the page can display a Member Login link, typically in the main site menu.

Clicking the link displays the member login form. Once the user completes the form and clicks Login, the Λctiv8 system recognizes the member and returns to the online shopping form, where it immediately applies the product options and discounts defined for that customer in the database.


The account manager

Web tools account manager loginTo let customers manage the details of their online accounts, the web site can also provide the account management tool. After signing in here, a customer sees a series of forms, where he or she can view and edit:


Club signup

Web tools club selectionTo enable online shoppers to select and join one or more of your clubs without leaving the web page, the web tools include a club selection and signup (“registration”) form. After joining a club and providing billing, shipping, and payment details, the new member can return to the main web page, where he or she can proceed to shop with the discounts and other options defined for the clubs he has joined. The form can also serve as a freestanding registration kiosk or single-customer signup page that redirects to another URL.


The “shopping cart”

The web toolsʼ “Catalog” component consists of a number of related screens that provide “shopping cart” functions for online shoppers.


The product catalog

Web tools product catalogThe online “catalog” tool displays inventory items from your database, and lets customers select and add products to the online “shopping cart,” modify the selections as needed, and proceed to the checkout screens to complete the order. (To appear in the catalog, an item must be set to 'Display on Cart' in Managerʼs Inventory or Inventory Stock record.)

Web tools catalog menuThe accompanying catalog menu presents a list of the products available for purchase; you can restrict the catalog display to regular inventory or member choice or event cart selections.

Catalog menu for small screens For web sites designed to work with small screens (e.g., smart phones), the tools include a smaller, popup version of the catalog menu.

Catalog filters

To draw shoppersʼ attention to specific items in the catalog, for example to publicize a special offer, you can create HTML links directly to them using catalog filters. You can include these links on your web page, or add them to your newsletter or other e-mail.


Product details

Web tools product detailsThe “catalog” tool also includes the product details display, showing full information on a selected item, such as vintage, varietal composition, and awards.


The shopping cart editor

Web tools shopping cart editorThe shopping cart editor lets the online shopper view the contents of the shopping cart, modify the order, and proceed to checkout when ready.


The checkout screen

Web tools checkout screenFinally, the checkout screen presents a series of five forms where the customer provides billing, shipping, and payment details and is offered a final review of the order.


Member choice shopping

Web tools member choice catalogFor member choice clubs (also called “allocation” clubs or “futures” sales), the web tools include the member choice catalog. The catalog menu, product details display, Add to Choices button, “shopping basket,” and checkout screens work similarly to those in the regular product catalog.


Password reset

Several components of the Λctiv8 web site let users supply a login name and password:
  • Member login
  • Checkout screen
  • Account management
  • Member choice

Forgot Password formEach of these login forms includes a “Forgot your password?” link. Similarly, a link labeled “Set Password” is included in the member Welcome letter, the membership data letter, and the declined credit card letter. Clicking any of these links opens a Forgot Password form.

Password reset formAfter the user confirms his name here, the system sends a password reset request. This e-mail in turn contains a further link to a secure Reset Password page, where the user can enter a new password.

The location of the Reset Password page and other settings are defined in the Frame Configuration record (on the Customer tab).

For a tutorial video on the password reset feature, see https://player.vimeo.com/video/303960951.


Newsletter signup

A pair of tools enables customers to subscribe to a regular newsletter:

Newsletter hookThe newsletter “hook” widget can be placed anywhere on a web page. A user enters his e-mail address and clicks Sign Up to display the Newsletter Signup form.


Newsletter Signup formClicking Submit in the signup form validates the e-mail address and sets the Newsletter option and the Opt In Date in the Customer record.

Note: The signup form can also be used on its own, without the “hook.”


Newsletter Signup form-updateWhen an existing customer subscribes to the newsletter, the web application confirms the known name and address details and changes the Submit button to Update, which again sets the Newsletter option and the Opt In Date.

Configuration details for both the hook widget and the signup page are set in the Frame Configuration record, on the Manage Frame tab.

For a tutorial video on newsletter signups, see https://player.vimeo.com/video/308133399.


E-mail opt out

E-mail Opt Out web page E-mail sent from Manager to customers can include an Unsubscribe link, which displays an “Opt Out” form. Clicking Submit here excludes the customer from receiving future marketing-related e-mail.

For a tutorial video on the Opt Out feature, see https://player.vimeo.com/video/305177473.


Modifying the styles

A chief advantage of creating an online e-commerce site with the Λctiv8 web tools is that they provide you with complete control over the format and appearance of virtually all elements on the page. You can start with any of a number of alternative sample layouts, and by modifying the entries in a CSS style sheet, your web designer can change the color, font, size and position, or any other aspect of the text and graphics to suit your taste or match your existing web page.

You can view samples of the available designs on the Λctiv8 web site. After youʼve selected a design, the Λctiv8 support team will add the corresponding master style sheet reference to your Frame Configuration record in Λctiv8 Manager. The master styles cannot be changed. To modify the styles for your page, your web designer maintains a separate “override” style sheet.

For details on modifying the CSS styles for specific web components, see The Λctiv8 Web Toolkit.

Changing the text

In addition to the locations of the CSS style sheets that control the appearance of the generated web pages, the Frame Configuration records contain settings for most of the text fields and labels that appear there. By changing these settings, you can modify the wording used in the shopping cart pages directly from Λctiv8 Manager, without touching the web pages themselves.