Setting up the badge

To find general information about Visitor's Badge, its configuration and functioning refer to 'Badge structure' section.

To let the system know what elements you want to be displayed in a Visitor's Badge and under what conditions, you need to configure the Visitor's Badge in Sales-n-Stats System settings. It means you need to provide the system with a set of conditions and tell it what element should be placed into which slot if this or that condition is satisfied.

For example, you want to see on Site Monitor those visitors who have already ordered anything in your store. You should set the necessary conditions for one or more badge components. You might select an appropriate icon for Main Icon slot or a special icon for one of four Tokens. However, remember that the selected icon will appear on the Visitor's Badge only after the store administrator changed the order status from "Queued" to "Processed".

To start configuring the Visitor's Badge, go to the 'Badge Setup' section of the 'System settings' via Main Menu ->Tools -> System settings -> Visitor->Badge Setup. The 'Badge Setup' dialog allows you to adjust the settings of each of the editable badge components and view the settings regulating the work of non-editable elements.

Here are some general procedures for setting up the Visitor's Badge:

To open Badge Setup dialog:

Click a button with the name of the necessary item (for example, Main Icon) at the top of the window or click on the appropriate element in the 'Badge preview' section. The focus will then be redirected to the necessary item.

To select an icon:

Click Browse. 'Change Icon' window will appear.

Select the necessary icon with your mouse and click Select at the bottom of the 'Change Icon' window. If you want to use an icon of your own, click New icon, use the standard 'Open' dialog to locate the necessary image file on your local computer, select the file, enter a name by which you will recognize the icon into the 'Icon Name' field and click OK. The image will be added to the image set in the 'Change Icon' window.

Use the same steps to use your own icon in place of the standard one. Select the necessary icon, click Replace and follow the steps described above.

Select the image and click Select.

Note: Only GIF image files can be used as icons. The maximum size of a Token image is 16 x 16 px.

'Change Icon' window

To set tooltip type:

Select either Constant or Expression from the drop-down box. Constant means the tooltip text will be permanent, and you need to enter the text manually. Expression means that it will be generated dynamically according to the property expression you define using the Property Selector.

To apply the changes:

After you made some changes click Save to apply them. Before you click Save any changes can be cancelled by clicking Discard.