Merchandise Store in Community Hub

Community Hub contains a store which users can browse to see merchandise products for sale, and view additional product information by clicking on any of the merchandise products in the store. For each merchandise product, users will see a list price, and also a special price, where applicable. Users can enter their shipping information and pick a shipping method for those merchandise products that are shippable, and inventory is tracked to ensure that staff is aware of what has been purchased.

Enable the Downloadable Products Proxy in Community Hub

Enable New Merchandise Product Detail Experience

In orgs where Nimble AMS was installed prior to the Nimble AMS Spring '18 release, administrators can enable the new merchandise product detail experience to allow more customization in Community Hub store.

Browsing Merchandise Products in the Store

Store Page

The Store page provides a way for users to shop for Merchandise products through browsing, searching, filtering, and viewing categories. The Store shows active Merchandise products that have Self Service Enabled selected in Staff View. Each merchandise product shows a name, short description (including HTML content), retail price, if users are logged in as members, the member price, and a product image. For any Merchandise product, users can click to see more information.

The Merchandise products on the page are shown in groups of ten, so users see a count at the top of the page showing how many products are being shown out of the total number of products, and once users get to the bottom of the page, they can click to see the next group of ten products.

Search

Users can search for Merchandise products in the store by entering complete words which are searched within the name, description, and short description of Merchandise products.

If users have selected a category and then search for a word, the search is performed within the entire store, and not within the category.

Filters

Filters can be added to the Store page to make it easier for users to find products and to highlight featured products.

By default, the Store page shows all Merchandise products and can be configured to include a filter to show just products that are featured in Community Hub.

If your org has a large number of merchandise products, we recommend adding just a few fields containing a small amount of data to the field set used on the card, as too much field data, like a long product description, can exceed Salesforce limits. Additionally, we recommend setting the "Featured" filter as the default.

You can configure Community Hub to show featured Merchandise products on the page by default, rather than the list of all Merchandise products.

Finally, you can add additional custom filters to the page to help users shop easily in your Community Hub store. You can even configure a custom filter to be shown on the page by default.

When making a custom query for a Community Hub store filter:

The SELECT statement must include Name, Short Description, and Web Product Image URL. Example: Name, nu__ShortDescription__c, nu__WebProductImageURL__c.
The WHERE clause must look for merchandise products with Self Service Enabled is set to True. Example: RecordType = Merchandise AND SelfServiceEnabled__c = True.

Categories and filters can both be applied at the same time to help users find products. A message is displayed if no matching products are found.

Store Home Button

At any time while shopping, users can click the Store Home button to be taken to the Store page with any selected categories or filters cleared. How the Store page appears to users is based on your chosen filter configuration. By default, all Merchandise product are shown. You can also configure the Store page to show featured Merchandise products, or to show Merchandise products based on a custom filter.

Prices

Users Who Are not Logged In or Are Logged in Non Members

Community Hub guests and non members can only view retail prices for merchandise products. Guests are prompted to log in to Community Hub before they can add a merchandise product to their cart.

Logged in Member Users

Logged in member users can view the retail and member price for merchandise products.

Adding Items to the Cart When Not Logged In

If users try to add items to the cart when they are not logged in, they will be automatically taken to the Welcome page where they can either log in with an existing account or create a new account in order to proceed.

If the user has an existing account and decides to log in, they will automatically be brought back to the store page to continue shopping and will then be able to add items to their cart. Once logged in, members will see product pricing specific to their member type along with the retail price. If they are not a member, only retail pricing is shown.

If the user creates an account, they will also be brought back to the product page after account creation is complete. From here users can continue shopping and will have the ability to add merchandise products to their cart.

Viewing Merchandise Products Item Information

Product Page

If a user is a guest and has not logged in, they are unable to add an item to their cart. When attempting to add an item, the user will be taken back to the login page where they can either login or create an account. Guest users are unable to add items to a cart because an account is necessary for tracking order and payment information.

Search

Users can search for Merchandise products in the store by entering complete words which are searched within the name, description, and short description of Merchandise products.

If users have selected a category and then search for a word, the search is performed within the entire store, and not within the category.

Store Home Button

At any time while shopping, users can click the Store Home button to be taken to the Store page with any selected categories or filters cleared. How the Store page appears to users is based on your chosen filter configuration. By default, all Merchandise product are shown. You can also configure the Store page to show featured Merchandise products, or to show Merchandise products based on a custom filter.

Prices

Users Who Are not Logged In or Are Logged in Non Members

Community Hub guests and non members can only view retail prices for merchandise products. Guests are prompted to log in to Community Hub before they can add a merchandise product to their cart.

Logged in Member Users

Logged in member users can view the retail and member price for merchandise products.

Entering Quantity

Users can enter the quantity they want and then click to add the merchandise product to their cart. The quantity limit is checked and–if inventory is being tracked–the number of merchandise products on hand to make sure there is enough for the user to submit their order. Learn more about quantities.

Entering a Quantity Below the Limit and with Sufficient Inventory

When users enter a quantity less than or equal the quantity limit and–if inventory is tracked–there is enough inventory on hand, they can add the merchandise product to their cart and continue shopping.

Entering a Quantity Above the Limit or with Insufficient Inventory

When users enter a quantity more than the quantity limit or–if inventory is tracked–there is not enough inventory on hand, they cannot add the merchandise product to their cart. They are shown a message letting them know they must enter a lesser quantity and then tells them the maximum they can enter based on the quantity limit or how much is left in inventory.

Quantity with Merchandise Products That Are Out of Stock

When a merchandise product is out of stock, The quantity field is disabled and users cannot enter a quantity or click Add to add the product to their cart. A message displays indicating that the merchandise product is out of stock.

If a Product is set to "Downloadable", the Out of Stock procedure changes and will instead populate a message reading "Quantity Exceeds Inventory On Hand" when adding the product to the "Add To Cart" button.

Going to Checkout

The checkout notification appears on all pages using the AccountDynamicPage Page Template, AccountWideDynamicPage Page Template, or StoreDynamicPage Page Template when constituents have an item(s) in their cart with an option to checkout. Constituents can use this notification as a quick way to get to the Checkout from any page.

The Checkout Notification does not currently display the number of items in the constituent's cart.

Changing Merchandise Products in the Cart

Checkout Page

Removing Merchandise Products from the Cart

Users can remove individual merchandise products from their cart upon confirmation of removal. Relevant totals are adjusted when a product is removed from their cart.

Adjusting Quantity

Users can adjust the quantity of products they'd like to order on the Checkout page. Relevant totals are adjusted when the quantity is changed.

Adjusting Quantity Below the Limit and with Sufficient Inventory

When users adjust the quantity to less than or equal to the quantity limit and–if inventory is tracked–there is enough inventory on hand, they can update the quantity of merchandise products in their cart.

Adjusting Quantity Above the Limit or with Insufficient Inventory

When users adjust the quantity to more than the quantity limit or–if inventory is tracked–there is not enough inventory on hand, they cannot update the quantity of merchandise products in their cart and are shown a message letting them know that they must enter a lesser quantity and then tells them the maximum they can enter.

Inventory Decreased After Adding Merchandise Products to the Cart

If inventory is tracked and the inventory of a merchandise product goes below the quantity users added to their cart, they are shown a message letting them know that they must enter a lesser quantity. The inventory reduction can be due to a change made to the product record in Staff View or a reduction in inventory due to orders by other Community Hub users.

Out of Stock Merchandise Products

If inventory is tracked and a merchandise product users added to their cart goes out of stock, they are shown a message letting them know that the item is out of stock and that it must be removed. The inventory reduction can be due to a change made to the product record in Staff View or a reduction in inventory due to orders by other Community Hub users.

Reviewing Purchased Merchandise Products

Order Summary Page

The Order Summary page displays the selected shipping method for the order and also shows links to all downloads.

The selected shipping method is also visible on the email order confirmation sent to the user after checkout.

The order confirmation does not display the shipping method or address information if only non-shippable items were part of the order.