Chapter 15
Adding Content to Your Site
In This Chapter
Organizing your site
Adding items
Publishing general text and images
Adding search functionality
When you use either a NetSuite-generated site or a combination of a NetSuite site and a hosted site, you can easily add tabs, categories, items, and information. You can use tabs as the separate pages in your site, and use categories to organize those pages. Then all you have to do is insert your items, and your pages are ready for customers!
Knowing a Site from a Store in the Ground
Site: Can display information, items, and images but doesn’t allow purchasing. Requires the Web Site features.
Store: Can display information, items, and images and includes a shopping cart and checkout for purchasing. Requires both the Web Site and Web Store features.
You can also decide the scope of what a site or store should display.
1. From the Setup tab menu, choose Web Site⇒Set Up Web Site.
2. On the Setup tab, select one of the following from the Web Site Scope drop-down list
You’re right, that’s quite a few setup and Web site directions:
• Information Only: Displays only information and images. For details on adding information, see “Being the Town Crier: Publishing Information” later in this chapter.
• Information and Catalog: Displays information and items that you attach to categories but the items don’t show prices.
• Information and Catalog, with Pricing: Displays information, items, and prices but doesn’t allow items to be purchased.
• Full Web Store: Displays information, items, and prices; the items can be ordered and paid for via a checkout page.
Attempting to Organize
In NetSuite pages are called tabs, and each subsection that organizes a tab is called a category. For example, if Laura’s Linens has tabs for Bed, Bath, and Windows, the Bed tab may have the categories Sheets, Bed Skirts, Pillow Cases, and Duvets.
With themes, your tab access links can look like the tabs of a filing cabinet, like buttons, or like regular links. Themes are discussed in more detail in Chapter 17.
Content Manager
The quickest and easiest way to manage your tabs, categories, and items is using the Web Site Content Manager. Ecommerce managers can access the Content Manager from the Web Site tab menu by choosing Publishing⇒Content Manager. Figure 15-1 shows how you can update or add site pages quickly using the Content Manager.
The Content Manager is an option for adding and managing your site’s content. You can easily use the New bar to add tabs, categories, items, information items, and forms. Use the frame to the left side of the page to view the organization and hierarchy. Click the + sign next to a tab or category to view the categories, items, information items, and forms published to that tab or category.
Figure 15-1: The Web Site Content Manager offers a one-stop shop for adding or updating tabs, categories, and items.
You can also view your Web site content from the standard locations in NetSuite in full screen view. The Content Manager is simply a handy place to access all of these pages from one location.
Use these steps to access these pages outside of the Content Manager:
Tabs: Web Site tab menu⇒Publishing⇒Tabs
Categories: Web Site tab menu⇒ Publishing⇒Categories
Items: Web Site tab menu⇒Publishing⇒Items
Information Items: Web Site tab menu⇒Publishing⇒Information Items
Forms: Web Site tab menu⇒Publishing⇒Publish Forms
Keeping tabs on things
You can create two types of tabs in NetSuite:
Presentation: You can add categories, information, and items to presentation tabs.
Hosted: You can display HTML pages from your File Cabinet on hosted tabs.
You create combination sites by using a mixture of these types of tabs.
Create a presentation tab
To create a presentation tab:
1. From the Web Site tab menu, choose Publishing⇒Tabs⇒New.
The New Tab page appears.
2. Click the New Presentation Tab link.
The Presentation Tab record appears.
3. In the Label field, type the page name.
This name appears on the tab or link used to access this page.
4. If you use the Multiple Web Sites feature, select the site where you want to publish this tab from the Web Site drop-down list.
5. Select a category from the Category List Layout drop-down list.
You’re choosing design for the lists on your page. For more information on creating layouts, see Chapter 17.
6. Select the alignment from the Welcome Page Portlet Alignment drop-down list.
Each presentation tab has a portlet containing links to its categories on the home page. This portlet appears only if you use a NetSuite-generated home page and not a hosted home page.
7. Type text in the Greeting and Message fields.
The greeting serves as a heading for the tab, and the message is introductory text for the tab, which shows just under the greeting.
8. Type a title in the Page Title field.
The page title is the name of the page when search engines return it, and the name shows at the top of the browser window when the page is being viewed.
9. In the URL Component field, enter a name for this page as one lowercase word.
The URL Component is added to the URL when site visitors view this page. Using URL Components can help with search engine optimization. Example: www.netsuite.com/products.
The URL Component field is displayed only after you turn on the Descriptive URLs feature.
10. Enter meta tag information in the Meta Tag HTML field.
Adding the meta tags creates search engine optimization. Meta tag HTML contains a description and keywords, entered in the following format:
<meta name=”description” content=”This is the
description for this page”>
<meta name=”keywords” content=”keyword, keyword,
keyword”>
11. Select the Display in Web Site check box.
Selecting this check box publishes this page to all visitors to your site. To restrict your site to a specific audience, deselect this check box and choose who should see the site on the Audience tab.
12. Click Save.
Create a hosted tab
To create a hosted tab:
1. From the Web Site tab menu, choose Publishing⇒Tabs⇒New.
The New Tab page appears.
2. Click the New Hosted Tab link.
The Hosted Tab record appears.
3. In the Label field, enter the page name.
This name appears on the tab or link used to access this page.
4. If you use the Multiple Web Sites feature, select the site where you want to publish this tab from the Web Site drop-down list.
5. Enter a link for the page this tab should show:
• To have this tab display another site with a separate URL, enter the URL in the Link URL field.
Entering a URL makes the tab label a link to the page. The full page opens in the same browser window, so be sure to put links back to the site on the page or add 'target=_blank' to the end of the URL to open the page in a new window.
• To have this tab show an HTML file from your File Cabinet, select the file from the Web Site Page drop-down list.
If you choose this option, the page displays within your site, retaining the site’s header, sidebars, and footer.
6. Select the Display in Web Site check box.
Selecting this check box publishes this page to all visitors to your site. To restrict your site to a specific audience, deselect this check box and choose who should see the site on the Audience tab.
7. Click the Save button.
Conquering with categories
Categories help further organize tabs by dividing items into groups that make sense to your customers. Categories can be subcategories of other categories or subcategories of tabs, allowing you to set up a custom hierarchy.
To create a category:
1. From the Web Site tab menu, choose Publishing⇒Categories⇒New.
The Site Category page appears.
2. Enter a name for the category in the Category field.
This name shows in your Web site.
3. (Optional) If you use the Multiple Web Sites feature, select the site this category should show from the Site drop-down list.
Selecting a site doesn’t publish the category to that site but simply filters the list of tabs and categories available in the Subcategory Of drop-down list.
4. From the Subcategory Of drop-down list, select the tab or category where this category should show.
For example, if this category is Short Sleeve Shirts, select the Shirts category.
5. Select any custom layouts from the Category List Layout drop-down list.
This decides how lists of categories or items should show in this category. For more information on creating layouts, see Chapter 17.
6. Select the Display in Web Site check box.
Selecting this check box publishes this category to all visitors who can see the category or tab it’s published in. To restrict this category to a specific audience, deselect this check box and choose who should see it on the Audience tab.
7. On the Basic tab, enter text in the Brief Description and Detailed Description fields.
If you need to know more about what to enter in a certain field, click the name of the field. The areas where descriptions show in the Web site are shown in Figure 15-2.
8. At the bottom of the Basic tab, click the Item field double arrow.
The double arrow icon brings up List option.
Figure 15-2: The category name, brief description, and thumbnail image.
9. Click List.
The Choose Item list opens.
10. Select the item from the list.
11. Click the Add button for each item that should show in this category.
You can quickly add multiple items:
a. Above the Item field, click the Add Multiple.
A window appears with items in the left pane.
b. Click the items you want to add.
They’re copied to the right pane.
c. Click the Done button.
Back on the Item record, items must have the Display in Web Site check box selected and be assigned to a displaying category to be published in a site or store.
12. On the Media tab, click the double arrow beside the Thumbnail or Image field.
13. Choose List to open the Choose Image list.
14. Select the thumbnails or images you want to show with this category.
The thumbnail image shows with this category when it’s in a list of other categories. The regular image shows when visitors view the category. You can set up automatic image resizing from the Setup tab menu by choosing Other Setup⇒Image Resizing.
15. Click the Save button.
Debuting Items
If you plan to show or sell inventory or service items in your Web site, you need to get them gussied up for their debut. You do these things on the item record tabs:
Enter a formatted description of the item. You can use the text editor right on the page to specify font, size, color, alignment, and more. (If you prefer, you can enter the description formatted as HTML.)
Set up images of the item.
Set up online pricing.
Create or edit item records this way:
1. From the Web Site tab menu choose Publishing⇒Items.
2. Click the Edit link next to the item you want online.
3. Select the Display in Web Site check box.
4. Select a category from the Site Category drop-down list.
The list is at the bottom of the Store tab, and selecting a category makes an item available online.
Store name and description
On an item record’s Store tab, you can enter an item name and description that show only in the Web site.
Store Display Name: The store name for an item is the name of the item in the Web site. When the item is in a list, clicking the store display name opens the page for the item, where the description and images are displayed.
Store Description: The store description shows under the item’s store name when the item is in a list, as shown in Figure 15-3. It’s best to keep this description brief but enticing to customers.
Detailed Description: The detailed description shows on the item page when a visitor clicks the item’s store name to view more information. This description can be entered in HTML or by using the rich text editor in Internet Explorer, and can be as long as you need it to be.
Figure 15-3: The item’s store name and store description show with the item thumbnail image in lists.
Item images
Before you can associate an image with an item, you must first upload the image to the File Cabinet. If you have many images for several items, you can save them in a .zip file and upload them to the File Cabinet.
To upload a .zip file of images to the File Cabinet, follow along:
1. Click the Documents tab.
The File Cabinet appears.
2. Click the Images folder.
The Images folder opens.
3. If needed, click the New Folder button to create a new folder for your site images.
The new folder opens, where you can enter a folder name and click Save.
4. Click the Advanced Add button.
The Advanced Add page appears.
5. Click the Browse button.
The Browse button is next to the Zip Archive to Add field.
6. In the Choose File dialog box, browse to and double-click your file.
7. Select the Unzip Files check box.
8. Select the Make All Files Available without Login check box.
This ensures that visitors in your site can see the images.
9. If you already uploaded images, select the Overwrite Files with Same Name check box.
10. Click the Add button.
The File Cabinet appears with the unzipped files.
Attaching images to items
Each item can have one thumbnail and one full-size image displayed in the Web site. You can upload two separate images for each or use one image with automatic resizing.
If you use the Advanced Site Customization feature, you can display multiple images for an item using an item template. For more information on item templates, see Chapter 17.
To attach an image to an item, do this:
1. From the Web Site tab menu choose Publishing⇒Items.
The Items list appears.
2. Click the Edit link next to the item that needs an image.
The item record appears.
3. On the Store tab, click the Item Display Thumbnail Image field double arrow.
Alternatively, click the double arrow beside the field, click the List icon, and then, from the file cabinet, select the image from the File Cabinet.
4. Type the image name.
5. On the Store tab, click the Item Display Image field.
Alternatively, click the double-arrow beside the field, click List, and then select the image from the File Cabinet.
6. Type the image name.
7. Click the Save button.
This image appears with the item in the Web site.
Resizing images
You can set up automatic resizing the following way:
1. From the Setup tab menu choose Other Setup⇒Image Resizing.
The Image Resizing Setup page appears.
2. In the Enabled column, select the check box next to each type of image that should have an automated size:
• Dense List Drilldown Image: Applies to images displayed when an item in a dense (one-column) list with an image is clicked.
• Dense List Image: Applies to images displayed with items in dense lists.
• Employee Image: Applies to images that show with employee names when an employee directory is published.
• Web Site Category Thumbnail Image: Applies to category images for categories or subcategories in a list.
• Web Site Drilldown Image: Applies to images displayed when a thumbnail image is clicked or when customers view item details.
• Web Site Featured Item Thumbnail Image: Applies to images for items featured on the Welcome tab.
• Web Site Related Item Thumbnail Image: Applies to item images in lists of related items.
• Web Site Thumbnail Image: Applies to images displayed in graphical lists.
3. Enter the maximum pixel height in the Maximum Height field.
Do so for each type of image.
4. Enter the maximum pixel width in the Maximum Width field.
Do so for each type of image.
Images are resized to meet either the maximum height or the maximum width but not both. Keep the aspect ratio for the resized image the same as the original image or you’ll end up with a distorted resized image. For example, if the original image was 800 pixels tall by 600 pixels wide, good thumbnail sizes are 80 × 60 and 160 × 120.
5. Click the Save button.
Images are sized to meet your maximums for each enabled image display type.
Pricing it right online
For your site items, you can set up a variety of pricing options that depend on the customer currently logged in, a current sale, or a promotion code. For example, say a group of customers has been with your company through thick and thin. They’ve supported you since it started, and they’re committed to you. Because they’re your friends and supporters, you usually offer them a 10-percent discount on their purchases. Or perhaps you’re starting a Web site for the first time in conjunction with a physical location and want to drum up online sales. You decide to offer 5 percent off all online sales.
Online and customer-specific pricing
Using the Multiple Prices feature, you can set up multiple prices for a single item, including an online price. For an overview of this feature and the Quantity Pricing feature, see Chapter 7.
In the Web site, pricing is shown for the online price on the Pricing tab of item records. Customers assigned to a price level or a pricing group must log in to your site to view the special pricing.
Promotion and coupon codes
You can use promotion codes to offer discounts on orders online. For more information on creating promotion codes, see Chapter 11.
Here are a few suggestions for using promotion codes with a Web store:
Get the word out on the promotion code with a marketing campaign. Letter and other print campaigns can print the promotion code, and e-mail campaigns can include links that tie in the promotion code.
Include the promotion code in links on strategic referring sites, such as partner sites.
Post instructions for using the promotion code on your site or through a Twitter or Facebook post. For example, “25% Off Through October 16th! Use Promotion Code BACK2SCHOOL at Checkout!”
To embed a promotion code in a URL, use the following format:
www.mysite.com/products?promocode=PROMOCODE
For example, where a promotion code is FREEACCT, the code would look like this:
www.netsuite.com?promocode=FREEACCT.
(Sorry to get your hopes up, but no, that particular promotion code doesn’t work for your NetSuite account.)
When a happy site visitor clicks the link to visit your site, the promotion code is automatically applied when she checks out, as shown in Figure 15-4. (Site visitors who come directly, rather than through an e-mail link, will have to enter the promotion code; those who click an e-mail link with an embedded promotion code are lucky because a simple click on the link applies the promotion for them.)
Figure 15-4: Customers enter promotion codes in the Coupon Code field at checkout.
Associating related items
Showing a list of related items on an item page can raise sales by helping customers find the correct item if the item they are viewing is not quite right and by suggesting additional items, such as accessories.
You can relate items in your Web site:
Manually relate one or more items to an item on the item record.
Create a related items category to group related items together.
Use the Upsell Manager to automatically relate items that are purchased together. (For more information on the Upsell Manager, see Chapter 11.)
To relate an item or related item group to another item manually:
1. From the Web Site tab menu, choose Publishing⇒Items.
The Items list appears.
2. Click the Edit link next to an item.
The item record appears.
3. On the Related Items tab, enter a description in the Related Items Description field.
This description shows above the list of related items. You can write something such as, “You may also like . . .”
4. On the Related Items tab, select an item from the Related Item drop-down list.
5. Click the Add button for each item and category related to this item.
Click the Add Multiple button to add several items or groups quickly.
6. Click the Save button.
Complete these steps for each item that should be related to other items. When all items are related, decide where the related item lists should display.
To set display options for related items, take these steps:
1. From the Setup tab menu choose Web Site⇒Set Up Web Site.
The Set Up Web Site page appears.
2. Select one of the following from the Items to Upsell drop-down list (on the Upsell tab):
• Show Only Upsell Items: Select to show only automatically generated related items based on what other customers have purchased with the item.
• Show Only Related Items: Select to show only related items and related items groups selected on the Item record. If you choose this option, an item must have items selected on the Related Items tab of the item record for anything to show.
• Show Related Items First and Upsell Items Next: Select to list related items specified on the item record before automatically correlated (upsell) items based on customer purchases.
• Show Upsell Items First and Related Items Next: Select to list automatically correlated (upsell) items before related items selected on the item record.
The option you select from the Items to Upsell drop-down list applies to items that show on item pages, under the description, as shown in Figure 15-5.
3. In the Items to Upsell in Cart drop-down list, select from the same list of options described in Step 2.
This option applies to the list of items that can show under the shopping cart. The upsell and related items listed on the cart are based on the items that have been added to the cart.
Figure 15-5: Related items and upsell items listed on an item description page.
4. In the Upsell field, enter a brief description or title that should show above automatically suggested items.
For example, you may enter “Customers who bought this also liked:”.
5. In the Related Items field, enter a brief description that should show above related items selected on the item record.
6. In the Display Minimums section, set preferences for the upsell items that should show with items and in the shopping cart.
Limit the number of upsell items that can show by using these settings:
• Minimum Correlation field: The correlation is the percentage items are bought together. Enter the minimum percentage required to show the related item(s).
• Minimum Lift field: The lift measures the amount an item is purchased with another item compared to how often it’s purchased alone. A higher lift means a better correlation. Enter the minimum lift required to show the related item(s).
• Minimum Count field: The count is the number of customers who have bought both of the items. Enter the minimum count required to show the related item(s).
7. Click Save.
Featured or on-sale items
When you have items on sale (or items that you really want to sell), you can feature them on your Home page. This gives the items high visibility for all site traffic, making them more likely to sell. Stick to just a few feature items on your Home page. This accentuates the items and keeps site visitors from having to scroll too much.
When you feature an item, the store description and featured description are added to the Home page. If there’s no featured description, the store’s detailed description is used.
To feature an item, follow these steps:
1. Select the Featured Item check box on the Specials tab of the item record.
2. Enter a description in the Featured Description field.
When you feature an item, the item is added to a Specials category automatically. The Specials category lives in a place depending on how old your account is and how it’s been customized. If you feature an item, make sure the Specials category is showing on a published tab.
To feature an item, select the On Special check box and enter a description in the Specials Description field (on the Specials stab of the Item record).
You can change the location of the Specials category and rename it to something like Clearance or On Sale at Lists⇒Web Site⇒Categories.
1. From the Lists tab menu choose Mass Update⇒Mass Updates.
The Mass Update page appears.
2. Click the Items link.
3. Click the Update Item Prices link.
4. Choose from the Price Level drop-down list.
5. Enter a positive or negative dollar amount or percentage change in the Amount field.
6. On the Criteria tab, set your criteria for the items that should get this price change.
Being the Town Crier: Publishing Information
Sometimes you want to send a message to your customers from your Web site. You can do this with information items, which let you publish formatted text or text snippets with images (in much the same way that you publish items). You can publish information items to any category, and they can accept HTML code.
To create and publish an information item:
1. From the Website tab menu choose Publishing⇒Information Items⇒New.
The Information Item page appears.
2. Click a link:
• Text and Image link
• Formatted Text link
This determines whether you show text only or text and an image.
3. Type a heading in the Name field.
4. Select the Display in Web Site check box.
5. On the Basic tab, type a summary in the Brief Description field.
6. In the Detailed Description field, enter the bulk of the information.
You can use HTML to enter this description. If you use rich text editing, click the HTML Source Code link to enter code. Set up rich text editing at Home⇒Set Preferences.
7. Select a template from the Item Drilldown Template drop-down list.
For more information on item templates, see Chapter 17.
8. (Optional) Enter information in these fields:
• URL Component
• Meta Tag HTML
• Search Keywords
See the earlier section, “Keeping tabs on things,” for details on entering meta tag information.
9. From the Site Category drop-down list, choose a category and click the Add button.
Repeat until you’ve added all the categories under which this information item should show.
For more information on creating categories, see the earlier section, “Conquering with categories.”
10. Go to the Media tab.
11. Click the double arrow beside one of the options:
• Item Thumbnail
• Item Picture
12. Click List.
13. Choose an image from the File Cabinet.
To upload a new file to use, click the double arrow and choose New.
14. Click Save.
The information publishes immediately to the chosen category on your Web site.
Getting Results with Site Search
If you want visitors to hand over their money, you have to help them find just the item they’re looking for. When you set up search forms and published search results, customers can search your items, categories, and information.
You have a few options for searches in your site:
Choose filters (search criteria) for a search page.
Choose filters for a search portlet.
Publish the results of searches that you’ve run.
Enabling Advanced Web Search
1. From the Setup tab menu choose Company⇒Enable Features.
2. Click the Web Presence tab.
3. Select the Advanced Web Search check box.
The Advanced Web Search feature is part of the SiteBuilder add-on. If you don’t have it installed in your account, speak with your NetSuite salesperson for more information.
4. Choose Save.
Creating a search form
When you search items in NetSuite, you can save both:
The search criteria you set
The fields you use to set the criteria (and that you want to use the next time you search)
The filters you save make a search form that your Web site visitors can use. This kind of custom search form lets customers search items by brand, color, size, or other custom attributes.
You can create a search form the following way:
1. From the Web Site tab menu choose Search/Updates⇒Saved Searches⇒New.
The New Saved Search page appears.
2. Click the Item link.
The Saved Item Search page appears.
3. Enter a title in the Search Title field.
The title should help you recognize the form when you choose it for publishing.
4. Select the Public check box.
This makes the search form available for publishing in your site.
5. Choose the Criteria tab.
6. Choose from the Filter drop-down list.
This sets criteria that limit the items that are searchable on the Web. For example, to create a search form on a media Web site that searches DVDs only, select Category as the filter; on the page that appears, choose DVDs from the list.
7. Choose the Results tab.
8. Select items from the Field drop-down list.
The items you choose will have their information shown when search results are returned. For example, you may want search results to show Name, Image, Name, Image, Description, and Price.
9. Click the Add button.
10. Choose the Available Filters tab.
11. Choose options from the Filter drop-down list.
The Filter drop-down list determines each field that visitors should have available for searching. For example, you can allow visitors to search by name, price, or keywords in the Description field.
12. Click the Add button after each filter you select.
13. Click Save.
Publishing a search form
To publish a search form in your site:
1. From the Web Site tab menu choose Publishing⇒Publish Saved Search⇒New.
The Publish Saved Search page appears.
2. Enter a name in the Title field.
This name shows in your site and is how visitors access the search page.
3. From the Search drop-down list, choose the public saved search you’re using as the search form.
4. Enter descriptions for the search page if needed in the Brief Description and Detailed Description fields.
Your descriptions may include instructions for how to use the search page.
5. Select the Display in Web Site check box.
6. Click Save.
Your site visitors are now much more likely to find exactly what they’re looking for, and they can put those items in the shopping cart from the search results.
Setting your search preferences
Set your preferences for searches this way, and of course, you can always come back and modify them later:
1. From the Setup tab menu choose Web Site⇒Setup Tasks⇒Set Up Web Site.
2. Choose the Basic tab.
3. Select the Show Uncategorized Items check box.
Selecting this option lets items that aren’t published to a category show up in search results.
4. Choose the Search tab.
5. Select options related to search.
Include whether categories and information items should be included in searches on your site.
6. Click Save.
Publishing search results
Instead of (or in addition to) your categorized items, you may want to publish items in groups based on search results. For example, you can publish search results for your site visitors for all blue items in addition to your basic site organization. This gives your customers an additional way to find the items they’re looking for.
To publish a list of items based on certain criteria, you first create a public saved search in your account. For more information on creating saved searches, see the previous section.
After creating your saved search, do this:
1. From the Web Site tab menu choose Publishing⇒Publish Saved Search⇒New.
The Publish Saved Search page opens.
2. Enter a name for the group of items in the Title field.
3. From the Search drop-down list, choose the saved search.
4. From the Subcategory Of drop-down list, choose the category where the group results should be posted.
5. Click Save.
After you publish saved search results, the results are automatically updated on your site when new items match the criteria of the search. This allows customers to always find the items that match their needs, even if your inventory changes regularly.