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On this page
  • General Page Settings
  • Page Types
  • Page Key
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  • Customize Question Pages
  • Results Page
  • Set the Number of Product Recommendations
  • Customize Results Page Content
  • Customize Product Information Display
  • Set Up Call-to-Actions
  • Add a Recommender Component
  • Customize Page Appearance
  • Best Practices for Results Page

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  1. How to guides
  2. Product Finders
  3. Finder Editor

Page Settings

This guide provides detailed instructions on the general page settings, as well as the specific settings available for Landing, Loading, Question, and Results pages.

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Last updated 18 days ago

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General Page Settings

These settings are applicable to every page in your product finder flow, and can be accessed by selecting the Page Settings button at the bottom left of a specific page/question within your flow.

Here, you can select what the page will operate as from several predefined page types. This will then define which types of settings you can further apply within the question editor. Additionally, you will define the Page Key, which acts as a unique identifier for each page.

Page Types

Landing Page: This page serves as the entry point for users, featuring an introductory message or educational content on what the user should expect.

Question Page: This page type allows to ask relevant questions and gather data for personalized product recommendations. Within the question editor, select different question types to enhance question visualization and content (such as single select, multi-select, slider or checkbox).

Loading Page: A transitional page that appears while data is being processed or recommendations on the results page is loading.

Results Page: The final page where product recommendations are displayed to users based on their answers, including optional complementary product information to help a users understanding of why this product is right for their needs/preferences.

Custom Page Type: If you have access to custom page types based on your plan, you can select one of your personalized page layouts to fit specific needs.

If included in your plan, you can select one of your custom page types. Contact your Customer Success Manager for details.

Page Key

The Page Key is a unique identifier for each page within your flow. It is crucial that these keys are short, simple, and consistent across your Finder flow. Changing a page key after the Finder is live could disrupt tracking and analytics, so it’s important to consider consistency once the Finder is published.

Landing Page

The Landing Page serves as the starting point for the user journey. It usually includes introductory content and branding elements to orient the user. Follow the available options below to configure your Landing Page settings effectively.

  • Content Fields – Add text, images, or HTML content to welcome users to the Finder or introduce your products/services.

  • Background Color/Image – Choose a solid background color or upload an image for visual appeal.

  • CSS Input Fields – Customize the page’s appearance further with CSS for advanced styling options (e.g., adjust fonts, layout, spacing).

Loading Page

The Loading Page appears while the Finder is processing data or transitioning between pages. You can create a seamless experience for the user by providing visual cues or interactive elements. Follow the available options below to configure your Loading Page settings effectively.

  • Content Fields – Add messages to inform the user that the Finder is loading or processing their request.

  • Typing Effect – Enable a typing effect to simulate a dynamic, real-time loading process.

  • Background Color/Image – Similar to the Landing Page, you can choose a background color or image.

  • CSS Input Fields – Additional styling for the Loading Page can be customized with CSS.

Question Page

The Question Page collects user input and plays a pivotal role in the product recommendation flow. This page features various settings to control the logic behind how questions and answers are presented to users. Follow the steps below to configure your Question Page settings effectively.

1

Dynamic Answers

The Dynamic Answers setting enables real-time filtering of the available answers based on the product inventory. This feature ensures that only relevant answers are shown, based on the user’s journey and the available products.

If no relevant products exist for a particular answer path, that answer or question will be skipped, preventing the user from continuing down an irrelevant path.

  • Select the Dynamic Answer field and select from the options for this question's dynamic answer function to activate real-time filtering.

    • Use General Setting – Select to use your pre-defined overall dynamic answer logic, set up in the general Finder settings.

    • Enabled – Select to activate dynamic answers and real-time filtering.

    • Disabled – Select to deactivate dynamic answers and real-time filtering.

2

Auto-Submit

With the Auto-Submit functionality, a user’s selection can instantly trigger the next page. This is especially useful when your questions are straightforward or when you want a faster flow experience.

Note that this is not available for all question types, such as Multi-Choice questions.

3

Customize Question Pages

  • Show Skip Button Toggle – Activate the visibility of the Skip button by selecting the toggle, which allows users to bypass a question if desired. If not activated, this will not show as an option for the user.

  • Continue Button Text – Customize the text that appears on the Continue button, which leads users to the next step after answering a question (e.g., “Next” or “Submit”).

  • Skip Button Text – Customize the text that appears on the Skip button, which leads users to the next question and does not require them to select an answer.

  • CSS Input Fields – Add custom CSS to style the Question Page to match your brand’s design guidelines. This includes fonts, colors, button styles, and more.

Results Page

The Results Page is the final step in your product finder journey, displaying tailored product recommendations based on the user's responses. This page plays a key role in guiding users toward purchase decisions. Follow the steps below to configure your Results Page settings effectively.

1

Set the Number of Product Recommendations

Define the maximum number of products to display on the Results Page. While you can specify a set number (e.g., 5), the actual number shown will depend on product availability—if only 3 relevant products match the user’s selections, only those 3 will be displayed. Products are presented in a vertical scroll format.

2

Customize Results Page Content

Tailor the content on the Results Page to align with your brand's messaging. You can adjust the following fields:

  • Title – Edit the main heading displayed on the results page to best describe the results or offer users a clear context, "Recommended for you".

  • Alternatives Title – Customize the title of the section where alternative recommendations are shown to users.

  • Show Answer Summary – Toggle this option to allow users to view the answers selected during the question flow. When enabled, a collapsible component at the top of the page provides a quick overview of key information for easy access.

  • Answer Summary Title – Set a custom title for the answer summary section, ensuring clarity and relevance, "Your Selection".

  • Benefits Section Title – Personalize the title of the Benefits section to highlight key advantages (or disadvantages) of the products and guide users toward informed decisions.

  • Best Match Badge Text – Modify the text used for the "Best Match" badge that highlights the most relevant result for the user. The badge is located at the top left of the product image.

  • Alternative Match Badge Text – Customize the text for the "Good Match" badge to give users clearer context about the products displayed as alternatives.

3

Customize Product Information Display

Enhance the user experience by enabling key product details:

  • Show Price – Display the product price alongside each recommendation.

  • Show Product Variants Selector – If the product has multiple variants (e.g., sizes, colors), allow users to select their preferred variant from the results page. For example, if you have products that come in multiple colors. The visitor can select their preferred color via small thumbnail images. Make sure you have, in this example, the color property targeted to Variant level, and set up as "Defines a variant".

  • Show Alternative Images – Enable this setting to allow users to browse multiple product images directly on the Results Page. Ensure your product feed receives alternative images.

  • Show Review Stars – Display customer ratings pulled from your product data to help users make informed decisions. Ensure your product feed receives review information in numerical format.

  • Show Product Description – Activate the product description setting to include a brief description of each recommended product to provide more context, pulling directly from your product data.

  • Benefits Default Open – Enable this setting to display the product benefits section in an expanded state by default. This ensures that key selling points and unique product advantages are immediately visible to users without requiring additional clicks.

4

Set Up Call-to-Actions

Guide users toward the next step by customizing the primary and secondary CTA buttons:

  • Define the button text (e.g., "View Product," "Buy Now").

  • Select the action each button will perform.

  • Use standard CTAs from the dropdown menu.

Within your finder you can choose from standard CTAs within the dropdown list, for additional CTA options to be activated within your finder, contact your Customer Success Manager.

5

Add a Recommender Component

Incorporate additional product suggestions alongside the main recommendation, such as relevant accessories that complement the primary item. This feature enhances the user experience by helping customers discover more relevant products and ultimately boosts the average order value (AOV).

  • Select your pre-defined Recommender from the dropdown menu to integrate it into your page.

If you would like Recommender options to be activated within your Finder, contact your Customer Success Manager.

6

Customize Page Appearance

Ensure the Results Page aligns with your brand or create signature styling by adjusting:

  • Background Color/Image – Select a solid background color or upload a custom image.

  • CSS Input Fields – Apply custom CSS styles to match your branding and enhance page layout/styles.

Best Practices for Results Page

Reassure Users with Product Benefits

Include clear messaging within benefits to explain why the product was recommended, based on their selections. For example, “High protein content to support muscle growth.”

Accurate Recommendations

Test your Finder’s logic to ensure users receive the most relevant results. Use Ranking and Sorting Rules to automate and refine product selection based on each user’s journey.

Product Information

Provide enough product information to help users make decisions. This includes pricing, reviews, and key product highlights.

Clear CTAs

Ensure that the CTA buttons are visible and easy to understand. Users should know exactly what action they should take next.

Watch how to select and interact with your page types.
Product Variants in action, see how your users can best interact with your Product offering on the results page.
Recommenders within Product Finders, optimize your results page by blending Crobox Experiences into a seamless user journey.