Overview
All Products must have a Category and a Region assigned to them in the Configio Administrator Console. Some businesses require thorough Category and/or Region development; others require only one or two of each. Regions can be used in many different ways, (such as indicating the general geographical location of the Product - Midwest, International, Japan, etc.) and then using Assignments to assign different actions to each Region (such as assigning a 50% off Discount to all Products in the Midwest Region, or sending an email to all Participants in the International Region). Customers can also filter the Customer Cart with Regions, making it a great tool for Customer accessibility.
Note: You can override the Region Assignments for individual Products via the Product Assignments Tab.
Creating Regions
To open the Regions module, login to the Administrator Console and then go to Settings, and select Regions.
The Region select screen opens, choose the region that you want to create a sub-region below. For example, Olympia would go under West (which is under Washington):
Then click Add New to create a new region under the selected region.
This will open the New Region screen. Note that the Parent is automatically populated with the region that you clicked Add New on - creating the new region as a sub-region of the last one you were on.
Enter a title for the region.
The Export Value is for reporting (not required).
Sort Order is by default 0 to sort Regions alphabetically. If you want a different order, you can assign a number here to change the order of Regions.
Finally, a Region can be Inactivated to no longer show in search results.
Click Save.
A completed Olympia Region would look like:
Note: Inactivating a Region will not Inactivate all the Products within that Region.
The resulting Region tree would show Olympia under West, which is under Washington:
If you decide to create Spokane as a Region under East, you would repeat the process using East as the Parent. To add Idaho as a Region at the same level in the tree as Washington, you would select All Regions as the Parent.
As you can see, the depth of your Region Tree is unlimited, and will depend upon your business’ needs.
Note: All Child Regions will inherit Assignments made to their Parent Regions. For example, an assignment made to Washington will also be assigned to Spokane.
Each Region has a list of possible Assignments, view the list below to see the complete list of assignments:
Common Assignments are:
Attachments – see Settings > Attachments. Controls attachments sent with the Email Confirmation.
Customer Support Manager - The admin user who is emailed when a Customer Support Ticket is Submitted.
Dependent Product - The products to offer as Dependent Products when purchasing a Product in this Category/Region intersection.
Disclaimers – see Settings > Disclaimers. Controls what disclaimer(s) is shown during Checkout.
Discounts – see Settings > Discounts. Controls what discount(s) is offered on the Products within the Region.
Email Coordinator BCCs - Controls which Coordinators are to be BCC'd on Email Confirmations of these Products.
Email Messages – see Settings > Email Messages. Controls what Confirmation Emails are sent when the Products within the Region are Purchased.
Email User BCCs - Controls which Admin Users are to be BCC'd on Email Confirmations of these Products.
Fees – see Settings > Fees. Controls what Fee(s) is charged on the Products within the Region.
Forms – see Settings > Forms. Controls what Form(s) is presented during Checkout.
Gift Cards - Controls which Gift Card types can be used to pay for these Products.
Help – see Settings > Manage Help Files. Controls what Help Files are associated with the Products within the Region.
HR Person – see Settings > Users. Controls who will receive HR notifications on the Products within the Region.
Icons - Controls which Icons are to be assigned to these Products.
Inventory Manager - Controls which Admin User is emailed when these Products drop below the Low Inventory Threshold.
Membership Level Groups - Controls which Membership Level Group these Products are associated with.
Membership Levels - Controls which Membership Levels are allowed to purchase these Products, populates with levels assigned in Membership Level Groups.
Membership Price Group - Controls which Membership Level Group to populate Membership Prices with.
Membership Prices - Controls which Membership Levels should receive special pricing on these Products.
Packet Contents – see Settings > Packet Content. Controls what Packet Contents are associated with the Products within the Region.
Participant Packet Contents - See Settings > Participant Packet Content. Controls what Participant Packet Contents are associated with the Products within the Region .
Pickup Locations - Controls what Pickup Locations are offered for products within the Region.
Pre-Requisite - Controls which Products are offered as a Pre-Requisite to Products that are within the selected Region.
Product Display Groups - Controls which Product Display Groups the Products within the Region are displayed in.
Product Information – see Settings > Product Information. Controls what Product Information is attached to the Long Description on the Main Tab of the Products within the Region.
Product Options – see Settings > Product Options. Controls what Options are presented during Checkout.
Recurring Subscription Discounts - Controls which discounts will adjust subscription payments for Products within the Region.
Recurring Subscription Fees - Controls which fees will adjust subscription payments for Products within the Region.
Required Products - Controls which Products are Required to purchase with Products in the Region.
Roster Groups - Controls which lists are used to make Roster Groups on the Attendance modal from the Calendar Display.
Shipping Manager - Controls which Admin User is emailed Priority Shipping Email Messages for Products within the Region.
Shipping Override Locations - Controls which Shipping Override Locations are applied to the Products within the Region.
Suggested Products - Controls which Products are Suggested to purchase with Products in the Region.
Theme - Overrides the Active Theme and shows a Theme for that page, as well as for following pages if the Product is placed in the Cart.
Triggered Emails - Controls which Triggered Emails are sent related to the Products within the Region.
User Groups - Controls which User Groups can See or Edit Products within the Region.
Users – see Settings > Users. Controls which individual users can see and change the Products within the Region.
Videos - Controls which uploaded Videos are available for viewing after purchase of a Product within the Region.
Vouchers - Controls which Vouchers can be used to purchase Products within the Region.
Users and Groups have four permissions:
Activate – complete Admin access to InActivate/Activate, Read, and Write on the Products within the Region
Write – ability to see and modify the Products within the Region, but not change its status from InActive to Active
Read – ability to see the Products within the Region, but make no changes
Deny – the Products within the Regionwill be hidden to this User or Group
Required Products have five permissions:
Apply Inventory - the customer must purchase the Required Product and the Product is reflected in Product Inventory Modal
Apply - the customer must purchase the Required Product
OptOut Inventory - the customer has the option to Opt Out of purchasing the Required Product and the Product is reflected in Product Inventory Modal
OptOut - the customer has the option to Opt Out of purchasing the Required Product.
Deny - the Required Product is not required for purchase
Dependent Products have three permissions:
Apply Inventory - the customer has the option to purchase the Dependent Product and the Product is reflected in the Product Inventory Modal
Apply - the customer has the option to purchase the Dependent Product
Deny - the Dependent product is not available for purchase
All other Assignments have two permissions:
Apply – the Assignment will attach to the Products within the Region (Attachment will attach to the Email Confirmation, Disclaimer will be presented during Checkout, etc.)
Deny – if an Assignment is inherited from a Parent Region, changing the Permission to Deny and dragging the Assignment from the UnAssigned (left) to Assigned (right) column will remove the Assignment from the Products within the Region. (Discount offered on other products in this Category/Region will not be offered on this Product, etc.)
To make an assignment, choose the Region from the tree at the left, then select the type of Assignment from the drop-down list on the right. Drag the Assignment from the left(Unassigned) column to the right (assigned) column. If the Assignment has not also been made to the All Categories, a pop-up will ask if you want to automatically assign the Assignment to All Categories by clicking OK, or no Category at all by clicking Cancel and later assign the Assignment to a Category.
Note: All Assignments must happen at a Category and Region intersection. If the Assignment isn’t made at both a Category and a Region, it will not apply to any Product.
This knowledge article provides information on specific Configio features. To ensure continuity with documentation and product functionality, Configio reserves the right to amend or update this knowledge article as needed. For more information, reach out to Configio Support.