Overview
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 Exports menu
- 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 Catalogs in the job list.
- Click on Save to 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 Content tab.
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 Attributes will 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 Family, Category, Status, Completeness or 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.
To ensure strong performances, we advise to create catalogs of maximum 200K products if you are in Serenity or Flexibility v7.0. If you are in Flexibility 6.0 or older we advise to not overtake 100K products per catalog. Depending on the PIM activity (number of products updated per hour), this limit could be lower. Your total # of products across catalogs should not exceed 500K.
Manage the recipients
This Recipients tab allows you to give access to the current Shared Catalog to dedicated recipients.
Add Recipient
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.
To send a new invitation email to your recipient, you can delete it, save your Shared Catalog profile and only add it again after 10 minutes. Otherwise, the recipient will not receive the email as our sychronization process will detect the updates only every 10 minutes.
Manage the branding
To customize your Shared Catalog portal and PDF exports to fit your corporate brand identity, you have 3 options:
1. LOGO: Add your brand logo
2. COVER: Select a cover image for the portal login page as well as for the PDF exports
3. COLOR: Define an accent colour to be used for headings, some text, icons and some other UI elements
Add / Update the logo
You can drag and drop or select a file to upload it. PNG and JPG formats are supported. The file maximum size is 2 MB.
This image will be displayed on the Shared Catalogs login page and the PDF Export cover page. For an optimal appearance in both formats, we recommend an image in portrait orientation with dimensions of at least 1080px x 1280px in PNG or JPG format.
On the login page, the appearance of the cover image may vary depending on the size of a user’s browser. The zone in the center of the image can be considered a “safe-space” for the most important parts of your chosen image (e.g. if the image contains logo, text, etc).
Select or update the cover
Please follow the same process as for the logo.
On the login page, the appearance of the cover image may vary depending on the size of a user’s browser. The zone in the center of the image can be considered a “safe-space” for the most important parts of your chosen image (e.g. if the image contains logo, text, etc).
Define or update the accent color
One accent color can also be selected. It will apply to specific areas of the Shared Catalogs portal and the PDF exports. To ensure good visibility and accessibility, select a color that will have a high contrast against a white background (e.g. a navy blue will be more contrasted than a light pastel blue).
Remove these branding options
If you want to remove your logo, 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. The same process applies for the cover & the accent color.
You can customize one or all these options, or you can skip this step. In the latter case, the default settings will apply.
Cover & font color options are only available for Serenity & Flexibility version 7.0 PIM users
You have now created a Shared Catalog, congratulations! The recipients will receive an email in a few minutes to access the new Shared Catalog.
Do not worry if all the products are not immediately visible in the newly created Shared Catalog. Depending on its size it can take some time to synchronise everything properly.