First Steps & Setup Tab: How to Create your Product Finder

In this article, you will find information on the first steps needed to create a Product Finder with our Product Finder builder. You can also find information about the Setup Tab below.

First Steps

To create a new Product Finder, follow these steps:

  1. Select Experiences in the sidebar on the left side of the screen, and click on Product Finders. Then click on New Product Finder to create your Finder.

  2. Select the Industry & Product Category you want to include in your Finder. You will be directed to a preview of your newly generated Finder, based on your selections.

    You can start making changes to the Finder right away, by clicking on Edit Page. Alternatively, you can click on the back button to edit the Finder QA flow and other Finder settings.

First Steps

In the Setup tab, you can find the following settings:

  • Finder name: Edit the name of your Finder. The Crobox app generates a relevant title when you select a template, but you can modify this to your liking.

  • Key: The Finder Key is used for a variety of technical purposes, the most important of which is the URL parameter of your Finder. The Key is set to automatically update to match the Finder’s name, but you can also update it separately if you’d like. It should be short, simple, and unique per Finder that you create with Crobox.

  • Theme settings: Here you can change the appearance of your Finder. You can find a detailed breakdown of this section in this article: Theme Configuration

  • Finder settings: Several general settings can be found here. Keep reading below to find out more.

  • Results Recommendation Settings: Here you can set up global filtering, sorting, and ranking rules for your Finder.

Finder Settings

Here’s a more detailed explanation of each Finder Setting.

Finder Width: This affects the width of the Finder, if you’ve selected the Static, Sidebar, or Modal options in Appearance. The default width is set to 800px, but you can increase or decrease this by typing a number in this field.

Progress Bar: Choose how you would like the progress bar of your Finder to look.

  • Simple: One bar filled in with the percentage of progress

  • Quarters: 4 bars that fill in as discrete steps as the user progresses

  • None: No progress bar throughout the Finder

Z-Index: The z-index of an element lets you control the order in which a component is displayed in relation to other elements on your site. For example, if you have two elements in the same placement, the element with the higher z-index will be displayed on top of the other element. By increasing your Finder’s z-index you can ensure that it will be shown on top of all the other elements on your website. Enable Dynamic Answers: If you enable this setting, the Finder will filter questions and answers depending on available products. This way if there are no relevant products available for a given QA flow, an answer or question can be skipped. This makes sure that the user doesn’t follow a path that will not display a result and that only relevant questions are shown to your customers.

Scroll a preview of answers: If there are more answers available than a user can see on their screen, the Finder will briefly scroll down to show that there are more answers on the page. This is especially helpful for users who open the Finder on smaller screens.

Restore Finder state on re-open: If a user closes the Finder and re-opens it, they will continue where they left off, instead of starting the QA flow from the beginning.

Use Product Group: Instead of looking at a specific product, the Finder also considers other products from the same group as eligible results.

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