Responsive self-service website template
View Patent ↗The technology disclosed relates to a self-service customization protocol for a single page website that implements a support component add-in to the CRM website. The self-service customization protocol includes a plurality of page elements that can be easily edited by the customers without any coding.
1. A method of development of a customer relationship management (CRM)-integrated website visitor facing component, the method including:
exposing a customization protocol to a website developer that implements a visitor facing component add-in to a customer relationship management (CRM) website, the visitor facing component add-in including at least one page element preprogrammed to:
search support articles that are added to the CRM website;
display visual representations of featured categories of the support articles; and
contact support for the CRM website;
receiving customization instructions from the website developer applicable to the page element of the visitor facing component add-in;
responsive to receiving the customization instructions, generating data for display of a live preview of a customized visitor facing component add-in to the CRM website; and
generating a customized visitor facing component add-in code base that is suitable to be embedded on or linked to the CRM website, whereby a website visitor can interact with the visitor facing component add-in.
2. The method of claim 1 , wherein the page element is a branding editor and the customization instructions applicable to the branding editor specify branding properties of the CRM website.
3. The method of claim 2 , wherein the branding properties of the CRM website include at least one of:
font color of links within the CRM website;
background and font color of buttons within the CRM website;
font family, font size, and font color of text within the CRM website;
background, font family, font size, and font color of headers within the CRM website;
background, font family, font size, and font color of footers within the CRM website; and
background color of the page elements.
4. The method of claim 1 , wherein the page element is a search box and the customization instructions applicable to the search box specify at least one of:
a number of support articles within in the CRM website;
placeholder text for the search box; and
auto-query suggestions to return.
5. The method of claim 1 , wherein the page element is a featured category and the customization instructions applicable to the featured category specify at least one of:
one or more data categories for grouping the support articles within the CRM website;
a library of images and linking of the images to the data categories; and
titles for the data categories.
6. The method of claim 1 , wherein the page element is a case submitter and the customization instructions applicable to the case submitter specify fields for generating a support request.
7. The method of claim 6 , wherein the fields of the case submitter include at least one of:
highlights of the support request;
status of the support request;
details of the support request;
attachments related to the support request;
owner of the support request;
contact for the support request;
comments on the support request; and
title of the support request.
8. The method of claim 1 , further including adding the page element to the customized visitor facing component add-in by a drag and drop action.
9. The method of claim 1 , wherein the page element automatically calibrates to different screen sizes by selecting between a visually-rich representation and a text-based representation responsive to a screen size of a current device used to access the CRM website.
10. A system of development of a customer relationship management (CRM)-integrated website visitor facing component, the system including:
a processor and a computer readable storage medium storing computer instructions configured to cause the processor to:
expose a customization protocol to a website developer that implements a visitor facing component add-in to a customer relationship management (CRM) website, the visitor facing component add-in including at least one page element preprogrammed to:
search support articles that are added to the CRM website;
display visual representations of featured categories of the support articles; and
contact support for the CRM website;
receive customization instructions from the website developer applicable to the page element of the visitor facing component add-in;
responsive to receiving the customization instructions, generating data for display of a live preview of a customized visitor facing component add-in to the CRM website; and
generate a customized visitor facing component add-in code base that is suitable to be embedded on or linked to the CRM website, whereby a website visitor can interact with the visitor facing component add-in.
11. The system of claim 10 , wherein the page element is a branding editor and the customization instructions applicable to the branding editor specify branding properties of the CRM website.
12. The system of claim 11 , wherein the branding properties of the CRM website include at least one of:
font color of links within the CRM website;
background and font color of buttons within the CRM website;
font family, font size, and font color of text within the CRM website;
background, font family, font size, and font color of headers within the CRM website;
background, font family, font size, and font color of footers within the CRM website; and
background color of the page elements.
13. The system of claim 10 , wherein the page element is a search box and the customization instructions applicable to the search box specify at least one of:
a number of support articles within in the CRM website;
placeholder text for the search box; and
auto-query suggestions to return.
14. The system of claim 10 , wherein the page element is a featured category and the customization instructions applicable to the featured category specify at least one of:
one or more data categories for grouping the support articles within the CRM website;
a library of images and linking of the images to the data categories; and
titles for the data categories.
15. The system of claim 10 , wherein the page element is a case submitter and the customization instructions applicable to the case submitter specify fields to generate a support request.
16. The system of claim 15 , wherein the fields of the case submitter include at least one of:
highlights of the support request;
status of the support request;
details of the support request;
attachments related to the support request;
owner of the support request;
contact for the support request;
comments on the support request; and
title of the support request.
17. The system of claim 10 , further configured to add the page element to the customized visitor facing component by a drag and drop action.
18. The system of claim 10 , wherein the page element automatically calibrates to different screen sizes by selecting between a visually-rich representation and a text-based representation responsive to a screen size of a current device used to access the CRM website.