Configuration hub training

Config Hub Training

This topic provides quick access to all of the configuration hub training videos available in the knowledge base.

1. Creating and deploying an implementation

To access Configuration:

  1. Sign in to the Bazaarvoice PortalOpens in new tab.
  2. From the upper-right corner, select the settings icon settings icon.
  3. Under Configuration, select Ratings & Reviews. The Site Manager lists all your active deployment zones and implementations.
  4. To edit an implementation, under Implementations, select Edit next to the implementation you want to configure.
  5. To create an implementation, select Tools > Copy to copy and modify an existing implementation. 
  6. Next to the implementation you want to deploy, select Deploy.
    1. Select zone: Choose the target Deployment zone and Environment (staging or production), then select Next.
    2. Select changes: Review the User changes and System updates tabs to select or clear feature groups and control what is included in the deployment. Select Confirm changes to proceed.
      Note: Selecting or deselecting individual settings within a group is not supported, and system updates are mandatory. To learn more, refer to Step 2: Select the changes to deploy (Selective deployment) in Configuration Overview.
    3. Confirm: Review the validation results.
      • If validation passes, select Start deployment.
      • If validation fails, select Close (x) to exit the modal and resolve the issues within the implementation, or select Deploy anyway to proceed despite unresolved issues. To learn more, refer to Understand deployment validation in Configuration Overview.
    4. A confirmation message appears indicating that the deployment has started and changes may take a few minutes to apply.
  7. To promote the implementation from staging to production, go to the Deployment Zones section and select Publish between Staging and Production.

2. Overview of configuration hub menu bar

This video provides an overview of the buttons at the top of the configuration hub. If you require a descriptive transcript for this video, it's available in our video platform. 

3. Configuring the look and feel of the Bazaarvoice hosted display

Use the Style Detector page to discover the fonts, colors, border, and background settings used on your website. Use the Style Editor page to further modify the appearance and apply them to your Bazaarvoice hosted display implementation. If you require a descriptive transcript for this video, it's available in our video platform. 

4. Customizing labels and text on the Bazaarvoice hosted display

The Copy Editor page enables you to customize text and labels that are displayed alongside Bazaarvoice content on your site. If you require a descriptive transcript for this video, it's available in our video platform.

To use the Copy Editor:

  1. Select the Tools drop-down list to jump to a section.
  2. Enable the translation option.
  3. Select Where is this to preview the copy on a page or form.

5. Configuring submission forms

The Ratings & Reviews submission form is the interface that contributors use to rate and review products and services. If you require a descriptive transcript for this video, it's available in our video platform. 

  • Applying a submission form to product categories and subcategories

    To select a product category and subcategory:

    1. Select All Products to apply questions across all products
    2. Select one or more categories to apply questions to only the selected category or categories.
    3. Find specific categories using the search function.
    4. Select Refresh when the categories have been updated.

  • Configuration settings for submission form questions

    You can:

    1. Create new question
    2. Move sections or questions within each section
    3. List question details (question names, answer names, and IDs)
    4. Modify a question and its associated answers)
    5. Delete a question

  • Overview of submission form questions

    These categories are available:

    1. Base review questions
    2. Base user info
    3. People
    4. Ratings
    5. Product
    6. Net promoter score

  • Global settings for submission form questions

    1. Required—For all questions, requires contributors to respond to the question. Do not select this option if you use data injection to populate the answer.
    2. Hide on display—For all questions, prevents the answer from displaying on the published review.
    3. Filterable—For people and product questions, enables a contributor to filter reviews based on the values you set.
    4. Hide on submission—For people and product questions, prevents the answer from displaying on the submission form. Answers are populated using data injection.
    5. Auto-populate—For people questions, automatically populates fields of the submission form if the contributor previously provided the same information on your site. Deselect Required if you select the Auto-populate option. Contact your Bazaarvoice Implementation Engineer if you want to enable this option.
    6. Subject ID required—For people and product questions, requires the product ID to be injected into the review submission.
    7. Select Save Changes.

6. Creating and configuring  badges

Watch this video to learn how to create a badge. If you require a descriptive transcript for this video, it's available in our video platform. 

To add a new badge:

  1. Select Add a new badge and then select a question from your submission form.
  2. Select the answer that causes the badge to be assigned to the contributor or review.
  3. Specify an alternative or replacement text for the image that is used for the badge.
  4. Upload a custom image that is displayed with the contributor or review after the badge is assigned.
  5. Describe why this badge is applied to the contributor or review. This text will appear in a tooltip on hover.

7. Editing email templates

This videos demonstrate how to use the Email Template Editor. If you require a descriptive transcript for this video, it's available in our video platform. 

  • Overview of the Email Template Editor

    To use the Email Templates page:

    1. In the Email Templates Editor List section, select Edit to open the email template editor for an email type.
    2. Preview the email message that will be sent based on the template.
    3. Edit the copy that is used in the body of the email message.
    4. If you need more flexibility, enable the custom HTML template (instead of using the standard template).

  • Editing a standard email template

    To customize one of the standard templates:

    1. Add a logo.
    2. Edit the text used in the template.
    3. Insert fields, which are similar to variables, such as company name or product name.
    4. Insert links.

  • Creating a custom email template

    To create a custom template:

    1. In the Email Templates Editor List section, select Edit to open the email template editor for an email type.
    2. Enable the custom template.
    3. Download the template, modify it, and then upload the new template (HTML).
    4. View the guidelines as needed.

8. Editing locale-specific settings

There are various places in the configuration hub where you can select a locale before making changes. The changes are applied to the selected locale's implementation only. If you require a descriptive transcript for this video, it's available in our video platform. 

You can select a locale on these pages:

  1. Submission Form Editor—Selected locale applies to all questions
  2. Copy Editor—Selected locale applies to all fields
  3. Badge Editor—Selected locale applies to all badges
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