Guided Shopping

Guided Shopping is available to you as an extension from the Shopware Beyond plan.

Guided Shopping gives you the opportunity to present a shopping event designed by you to the selected customers.
It doesn't matter whether you want to interact with the customer in real-time or the customer navigates independently and at any time through the shopping event. Both is possible without any problems.

You find the Guided Shopping module in the Administration within Marketing > Guided Shopping.

Configuration

To use Guided Shopping, you need a daily.co account (API key) and a configured Mercure service. These two services are set up by your developer/administrator with the help of our developer documentation.

Within Extensions > My Extensions > Shopware Guided Shopping you will find some basic configuration options.

(1) Sales channel: Here you can set the settings for "All sales channels" or dedicated to a specific one. If you have only one sales channel, the setting for "All sales channels" is sufficient. Of course, you can also use the inheritance to make the settings for specific sales channels, which may differ from the others.
(2) API Base Url: This url is provided by an external video service provider.
(3) API Key: Here you can find the corresponding API Key for the url.

In this section, you add the layouts you have defined. You can add these in the Shopping Experiences area and set them up here accordingly. These layouts can then be used by default for presentations.

Quickview

This function provides a product view within the listing. In this way, the customer does not have to leave the listing to get a more detailed overview of the product.

Guide
 

This feature enables guides to perform actions for the customer. This can be, for example, adding items to the shopping cart or liking products. The customer must explicitly agree to this before the guided presentation starts. In addition, you as a guide always have the option to request this authorization during the presentation.

Appointments

(1) Specify here after how many hours the appointment will end if there is no more interaction.
(2) Select the domain for Guided Shopping here. You can find more details about this in the developer documentation.

Presentations

Overview

New presentation

First of all, you should enter a name and then save the presentation to get further editing options.
Once you have saved the presentation, you can access the editing module. This is basically divided into three areas.

(1) Information: Here you can see the name of the presentation and the status (active/inactive).
(2) Layouts: In this area, you configure how the presentation should be displayed. You will find out exactly how to do this in the next section.
(3)Appointments: After you have created a presentation, you will get the settings for the event here. You will also find out which settings these are below.

Layouts

(1) Create a new layout: This button takes you directly to the designer of the Shopping Experiences.
(2) Insert existing layout: Hereyou can assign layouts that you have already created. You can also select multiple layouts.
(3) Preview presentation: This shows you a preview in the storefront as soon as a layout has been added.

Layouts that are added in the "layouts" area are always standard templates. They can be used for multiple presentations. If you open the layout by clicking on the name, you will be taken directly to the designer of the Shopping Experiences. You always change the standard template here. To adapt layouts individually for a presentation, use the function "Overwrite content". You can learn more about this in the following paragraph.

As you can see above, three different layout types were used for the presentation.
(1) Landing page: An element of the landing page type does not contain any products, which is why you will not see any product options here.
(2) Product page: The "Add products" button opens a dropdown from which you can select products quickly and easily.
(3) Category page: By clicking on the button "Add products" a new pop-up window appears. There you can add the appropriate products using a manual selection or a dynamic product group.
(4) Overwrite content: This button takes you to the Layout tab. There you can quickly make changes for the respective layout, which will then be saved for your presentation. In the Layout tab paragraph, you will learn which adjustments you can make.

Layout tab

As mentioned in the previous paragraph, you can use the Layout tab to quickly make changes to the layout of the respective presentation. Here you only change the layout for the selected presentation and not the default template.

(1) Layout: The layout tab is displayed as soon as you open a presentation.
(2) Select Layout: Here you can select the layout you want to overwrite with changes.
(3) Content: In this tab you can set the type of the "new" layout. You have the choice between Standard, Large Image and Minimal Content.
(4) Sorting: Specify here if you want the default product sort to be displayed or if you want to use your own sort. If you select your own sorting, another dropdown will appear. There you can set the sorting you want.
(5) Filter: You can choose here, by which properties the products can be filtered from the customer. If the standard filters are not sufficient for you, you can also add further filterable properties here.
(6) Content: This field allows you to quickly add text to the layout.
(7) Settings: Define here how the text should be aligned. You can choose between vertical alignment, top, middle and bottom.

All elements (Content, Listing, Product) are designed using the usual designer of the Shopping Experiences. The difference after creating the layout is that each element has a different type, which provides different options.

Designing the layout with the Shopping Experiences

There are two ways to create a layout for Guided Shopping. Either directly from a presentation or via the Shopping Experiences. In both cases, you can design the layout with the Shopping Experiences Designer.

In the presentation
When you create a presentation and add a new layout, you will be taken directly to the Shopping Experience Designer. There you can directly create a layout, which will be automatically added to the presentation.

In the Shopping Experiences

Within Contents > Shopping Experience you can access your Shopping Experiences as usual. You will now find presentations on the left side of the overview. There you can call up all layouts that can be used for Guided Shopping. You can filter by landing pages, category pages and product pages.

Create new layout

If you want to create a new presentation page, you also select one of the layout variants here.

Within the designer, you now have elements available that can be used exclusively for presentations. For instance, you can insert the notes element into the layout and fill it with text. Notes are only displayed for the guide and are not visible to the customer.

Creating an appointment in a presentation

As soon as you have created a presentation by saving it for the first time, it will automatically appear as a non-guided appointment in the last menu item "Appointments". More information about appointments can be found in the next section.

Appointments

You can create a new appointment when creating a presentation (Marketing > Guided Shopping > Presentations) or via the "Appointments" menu (Marketing > Guided Shopping > Appointments). We distinguish between two types of appointments. A non-guided appointment is generated by default when creating a presentation, as already mentioned.
With a non-guided appointment, the customer can navigate through the presentation on their own. With a guided appointment, the customer is guided through the presentation in real time.
In the following, we will show you where you can view all appointments at a glance and what the differences are between creating a non-guided and guided appointment.

Overview

The overview shows you all guided and non-guided dates. You will find the most important information there and you can also directly copy the participant and guide link.

The participant link is always given to the customer and the guided link is given to the corresponding guide who leads and presents the customer through the appointment.

Create Appointment

(1) Name: Enter a name for the event here.
(2) Presentation: Select an existing presentation here. (Note: This option is not available if you create an appointment via the Presentation menu).
(3) Mode: Select a non-guided mode here.
(4) Guide: Here you can set which user should be assigned to the presentation.
(5) Accessible from/ Accessible until: Here you can individually define from when and for how long the presentation should be accessible.
(6) Domain: Select the domain here.
(7) Custom path: Here you can enter an individual suffix & overwrite the automatically generated participant & guide links.
(8) Attendee Link: This is automatically generated & can be copied directly if needed.
(9) Guide Link: This is automatically generated & can be copied directly if needed.(Note:This mode is not applicable, for a non-guided appointment).
(10) Video enabled: Here you can set whether the video function of the customers is activated at the beginning of an appointment. (Note: This option is omitted for a non-guided mode).
(11) Broadcast mode: Here you can set whether the video function & the sound of the customers is activated at the beginning of an appointment.  (Note: This option is omitted if the mode is not guided).
(12) Conditional participation: Choose here between a public appointment, a manual customer selection or a rule. More about this in the following section.

Attendees

Public - everyone can participate: With this option, there are no restrictions on participant selection.
Individual selection: Using a manual customer selection, you can add one or more customers as participants using the dropdown.
Rule-based selection: Using a rule, you can specify individual conditions, such as only customers from the USA. The rules are configured via the rule builder.

Customer view

Unguided Session

Presentation flow
In the unguided presentation, the customer can click their way through the individual pages. This is possible at any time and with interruptions.

As soon as the participant opens the participation link in his browser, the presentation opens. The first page, in this case a landing page, is displayed there. Clicking on the arrow (1) takes the participant to the next page.

On the second page, the participant is taken to a product listing that the guide has previously defined. As soon as the participant hovers the cursor over a product, a Like/Dislike button (1) appears. This allows products to be favorited quickly and easily. The favorites are automatically added to the Like list (2). This is located in the right sidebar and can also be called up via the Like symbol (3). Alternatively, the participant can also add products to the shopping cart from the listing by clicking on the shopping cart (5).

After products have been placed in the shopping cart, whether directly from the listing or via the Like list, they are displayed collectively in the Shopping cart tab (1). There you can also define the number of products (2).
Below this, the total amount of the complete shopping cart is automatically calculated (3).
Clicking on Go to Checkout (4) opens a new browser tab, which redirects to the usual checkout of the store.

At the checkout of the store, the customer still has to register or create a customer account.

Guided Session

With the guided mode, you can guide the customer through a presentation in a targeted and personalized way. The customer receives a participant link and the guide receives a guide link. You can find the links in the details of the individual presentation under Marketing > Guided Shopping > Presentations > "Presentation XY" > Appointments. Or directly in the overview of all events under Marketing > Guided Shopping > Appointments.
The big difference between the two links becomes apparent as soon as they are called up.

First of all, the video settings for the presentation appear. This is also the case with the participant link. Here, microphone, speaker and camera can be selected and activated. On the left side is the video preview, which is deactivated in this case.

As a guide, some functions are now available in the right sidebar. The customer with the participant link will not see this menu.
(1) Start presentation: Click to start the presentation so that the customer can see it. Of course, you can also make settings before the presentation starts.
(2) Notes: If you have created notes (you can find out how to create notes below in the World of Experience section), you can find them here.
(3) Shopping Cart Insights: In the dropdown, you will find information on whether the customer has already added products to the shopping cart.
(4) Customer Insights: In this area, all current customers are listed. You can see in detail whether the respective customer has his microphone or video on or off, whether he has liked or disliked products, as well as the number/value of his shopping cart.

Guide interactions
During a presentation, the guide has a few options to interact with the customer.

Bring attendees to me (1): By clicking, the customer is navigated to the corresponding product in the listing.
Highlight (2): The respective product is visually highlighted for the customer.
Open product detail page (3): Clicking on the arrow ensures that all customers can view the corresponding product on the detail page.

In the lower area is the familiar action bar (4) with the most recently viewed products, the like list and the shopping cart. If a guide is in a guided appointment with only one customer, the guide can navigate to the customer. This is done via crosshairs (5).

Furthermore, the guide is shown when one or more customers view products via Quickview. If this is the case, the "View - Icon" (1) appears on the respective product.
Subscriber view
In contrast to the guide, the customer only has an action bar at the top and bottom. The video and sound settings can be adjusted on the left side.
In the upper area there is only the crosshair, which allows the customer to navigate to the guide. This only works when the guide has been over a certain product or area for about 4 seconds.
In the bottom area there is also the action bar with the last viewed products, the like list and the shopping cart.

Instant Listing

Via Instant Listing, the guide has access to the entire product portfolio, which is created via the product database.
Products can be searched for and presented to the customer quickly and easily via Instant Listing. Products can be displayed either via the search (1) or via filtering (2). The listing, which is only visible to the guide, shows how many likes and dislikes a product has received from the customer (3). For example, the guide can use multiple selection to select all products for which the customer has given a Like. Using the slide button (4), the guide can add the products to the presentation and, if necessary, present them directly to the customer (5).

Guide product list

With the guide product list the guide can mark products and present them quickly if needed. However, no new slides are created here for the customer view. The overview only serves the guide. The bookmarked products are listed in the sidebar on the right and can be quickly called up and presented to the customer by clicking on Go to product (1).

When a product is called up from the guide, the dropdowns Product Insights (1), Product Variants (2) and Cross Selling (3) appear in the sidebar. There, specific information about the product is displayed briefly and clearly.