Create a Shared Catalog
This feature allows you to create and share a product selection with dedicated recipients :
- Internal teams: Sales, Marketing, Customer success management…
- External stakeholders: retailers, distributors...
This product selection will be available through a dedicated read-only portal for your users, not directly on the PIM.
#How to create your first Shared Catalog in few steps
#Create a Shared Catalog
- Log in with a user account. You need to have an export profile permission (linked to existing article)
- Go to the
- Click on
Create export profile
- Please, fill in the following fields with:
- A unique code
- A name to identify the profile more easily
- Then, you need to select
send to Shared Catalogsin the job list.
- Click on
Saveto finalize the export profile creation. You are redirected to the profile page screen. You can then configure your Shared Catalog.
#Define the product selection
To define the product selection of a dedicated Shared Catalog, click on
Then, you will land on a page divided into two sections:
Filter the data: this part allows you to define the data of the Shared Catalog: you will have to specify a channel and one or more locales. Those are required fields. The last field
Attributeswill allow you to select the attributes that you want to display on Shared Catalogs.
Filter the products: this part allows you to filter your products on several products and system attributes such as
Completenessor even insert a list of
Identifiers. You can also add new attributes to use them to filter your products.
You want to know how to handle the filters in detail, take a look at Filter your product selection.
#Manage the recipients
Recipients tab allows you to give access to the current Shared Catalog to dedicated recipients.
Her recipient is identified by an email address. In order to grant access to your Shared Catalog to a new recipient, you must write their email address in the dedicated field and, click on
Add. The recipient is now added, and their email address appears in the list.
The recipients will receive an email where they’ll be able to either create their account or if they already are a Shared Catalogs user, they’ll directly access the login page of the new Shared Catalog.
Don’t forget to click on
Save and Share if you want to give direct access to your new recipient.
To save time, you can add multiple recipients at a glance. Copy/paste a list of email addresses with separators (space, comma, semicolon, or line break are supported) and then, click on
Add. All email addresses will be automatically added to the recipient list.
#Remove a recipient
For any reason, if you need to revoke one recipient's access to the Shared Catalog, you simply have to click on the cross, on the right side of the recipient's email address. The email address will be removed from the recipient list.
Don’t forget to click on
Save and Share to validate your action. Otherwise, the email address won’t appear in the list, but the recipient will still have access to the Shared Catalog.
#Manage the branding
Here you can display your own branding on the portal of Shared Catalogs. The recipients will be able to see your company’s logo when they log in.
#Define or update the logo
By default, a Shared Catalogs logo is displayed. You can customize your Shared Catalog so that your recipients can identify it easily. To do so, you can drag and drop your file in the dedicated field or select it from your library to upload it. PNG and JPG formats are supported. The file maximum size must be 2 MB.
To update your logo, you can upload a new file to overwrite the previous one.
#Remove the logo
If you want to remove your logo, you’ll have to click on the cross on the right corner. Keep in mind that by default, a Shared Catalogs logo will be displayed if you haven’t defined one yet.