End to End Video Guide on Using Smart Catalogues

End to End Video Guide on Using Smart Catalogues

We've put together a pretty comprehensive video on using Smart Catalogues here, which covers the salesperson user experience (and how to edit that if you wish), how to create the PDF, and then how to create the smart catalogue in Inzant Sales.

If you strike any dramas at all please dont hesitate to reach out to Inzant support for assistance - we are always happy to help. We recommend viewing the video below as it walks through everything, however we have also created a step by step guide below as well. For more indepth info on the settings etc. when using InDesign, we also have a guide here that covers it in great detail.


Creating and Using Smart Catalogs

 

1. Introduction to Smart Catalogs 0:00

  • Overview of smart catalogs and their purpose.

  • Explanation of the user experience on the iPad.

  • Mention of admin overhead involved in using smart catalogs.

 

2. Viewing Smart Catalogs on the iPad 0:27

  • Accessing the demo system to view smart catalogs.

  • Example of the watches catalog and its multi-page PDF format.

  • Explanation of interactive zones in the PDF for ordering items.

 

3. Editing the PDF in InDesign 1:36

  • Steps to set up the PDF in InDesign:

    • Open InDesign and upload the PDF.

    • Set the document to 'Interactive for PDF'.

    • Use the Rectangle Frame Tool to create interactive zones.

 

4. Configuring Interactive Zones 2:12

  • Creating buttons for each interactive zone:

    • Set the button to be non-printable.

    • Name the button using the format 'code:product_code'.

  • Copying and pasting zones for efficiency.

 

5. Exporting the PDF 4:03

  • Export the edited PDF as a smart catalog.

  • Ensure the configuration matches the requirements.

 

6. Uploading the Smart Catalog to the Admin System 5:06

  • Navigate to the admin system (InZant) to create a new smart catalog.

  • Upload the exported PDF file.

  • Set publication dates and customer filters.

 

7. Syncing the Smart Catalog to the iPad 6:28

  • Sync the updated campaign to the iPad simulator.

  • Access the new smart catalog and verify interactive zones.

 

8. Customizing the User Interface 7:39

  • Editing the pop-up interface for better usability:

    • Add stock on hand, carton quantity, and minimum order quantity.

    • Adjust layout and dimensions for clarity.

 

9. Finalizing Changes and Syncing Again 9:18

  • Save changes and sync the iPad again.

  • Verify that the new features are functional in the smart catalog.

 

10. Conclusion and Support 10:04

  • Recap of the smart catalog creation process.

  • Offer assistance for any questions or issues.

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