How do I use the multi-listing request for quote (RFQ) feature for directories on my site?
Overview
For sites using directories, the multi-listing RFQ feature is a great value add for both your readers and your directory listings. It allows readers to fill out a single form to request a quote from multiple directory listings at the same time, without having to fill out a form for each listing.
Which listings can be included in the multi-lusting RFQ?
Premium directory listings can be included in the multi-listing RFQ. Specifically, the listings tagged with Classification > Directory Listing Tiers > Premium (DIRECTORY_LISTING_PREMIUM).
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Turning on the feature
To turn on this feature, then you need to update two system settings. Go to Advances > Settings.
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You need both of the settings below set to true:
- directories.rfq.premium.enabled
- directories.rfq.premium.multi.listing.enabled
This turns on the feature for all directories.
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How do users / readers get to the multi-listing RFQ form?
When both of the system settings above are set to true, then on /direcotries/id and /directories/id/listings/id, a button is displayed which says Submit RFQ. This will take the user to the form /rfq/new.
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What happens after the reader submits the form?
After the reader selects the listings and submits the form at /rfq/new, then an email is sent to:
- the value in formmailer.to.email
- the value in the email address field for each of the selected directory listings. See screenshot below. These recipients are Bcced.
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The following values from /rfq/new are included the email:
- First Name
- Last Name
- Phone
- Title
- Company
- Comments
Where can I control the messaging?
You can control the messaging by editing the following editorial content areas (EC areas).
- directories.multi.listing.message - this EC area is displayed at the top /rfq/new.
- directories.multi.listing.confirmation - this EC area is displayed on the thank you page the end user sees after submitting /rfq/new.
- directories.multi.listing.notification - this EC area is displayed on the email notification.
You find and edit these in the Editorial Content Manger. Go to Editorial > Editorial Content. You can search for these values and then edit them after clicking on their name.
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Edit the body and then save your changes.
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Ready to go!
The steps above have made your site ready to use the multi-listing RFQ feature.