Responsive self-service website template
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 customized visitor facing component add-in to (i) be integrated in a customer relationship management (CRM) website and (ii) include at least one page element preprogrammed to allow a website visitor to obtain support related to the CRM website, the method including:
receiving customization instructions from a website developer that customizes the at least one page element of the customized visitor facing component add-in to be integrated in the CRM web site;
utilizing the received the customization instructions and generating data for display of a live preview of the 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 the website visitor can interact with the customized visitor facing component add-in.
2. The method of claim 1 , wherein the at least one 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 page elements.
4. The method of claim 1 , wherein the at least one 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 at least one 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 support articles within the CRM website;
a library of images and linking of the images to the one or more data categories; and
titles for the one or more data categories.
6. The method of claim 1 , wherein the at least one 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 at least one page element to the customized visitor facing component add-in by a drag and drop action.
9. The method of claim 1 , wherein the at least one 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 customized visitor facing component add-in to (i) be integrated in a customer relationship management (CRM) website and (ii) include at least one page element preprogrammed to allow a website visitor to obtain support related to the CRM website, the system including:
a processor and a computer readable storage medium storing computer instructions configured to cause the processor to:
receive customization instructions from a website developer that customizes the at least one page element of the customized visitor facing component add-in to be integrated in the CRM web site;
utilize the received the customization instructions and generate data for display of a live preview of the 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 the website visitor can interact with the customized visitor facing component add-in.
11. The system of claim 10 , wherein the at least one 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 page elements.
13. The system of claim 10 , wherein the at least one 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 at least one 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 support articles within the CRM website;
a library of images and linking of the images to the one or more data categories; and
titles for the one or more data categories.
15. The system of claim 10 , wherein the at least one 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 at least one page element to the customized visitor facing component by a drag and drop action.
18. The system of claim 10 , wherein the at least one 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.
19. A method of development of a customized visitor facing component add-in to (i) be integrated in a customer relationship management (CRM) website and (ii) include at least one page element preprogrammed to allow a website visitor to obtain information related to the CRM website, the method including:
receiving customization instructions from a website developer that customizes the at least one page element of the customized visitor facing component add-in to be integrated in the CRM web site;
utilizing the received the customization instructions and generating data for display of a live preview of the 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 the website visitor can interact with the customized visitor facing component add-in.
20. The method of claim 19 ,
wherein the generating of the customized visitor facing component add-in code base includes:
generating a first customized visitor facing component add-in code base that is suitable to be embedded on or linked to the CRM website for display of the at least one page element in a text-only based format; and
generating a second customized visitor facing component add-in code base that is suitable to be embedded on or linked to the CRM website for display of the at least one page element in a visually-rich based format including images, and
wherein the method further comprises receiving a selection, for display, of one of the first customized visitor facing component add-in code base and the second customized visitor facing component add-in code base.