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How to Link Directly to a Product in the Online Store

Most often you will want your customers to browse your Online Store so that they may see all your Association has to offer. Sometimes you will also want to link directly to a product through your marketing and e-mail efforts. You may have a large event coming up and, as part of a promotional e-mail, want the customer go directly to the event from your e-mail so that he or she can register right away. Or you might have an exciting and new featured product that you want to showcase to a Mailing List. In each of these scenarios, you can easily set-up a new or existing template to include links directly to those individual products in the Online Store.

This topic will demonstrate how to set up a simple template for a product announcement, such as an event, that links directly to the event from your email and also how to modify it in the future when you have a new product to announce so that you can use the same template multiple times.

To set-up a direct link to a product in the Online Store, the following steps must be taken:

  1. Obtain the URL of the product you want to direct link to from your marketing templates.
  2. Modify your marketing template to hyperlink to your product URL.
  3. Test your template.

Also, you can modify your template as needed by obtaining new Product IDs of items you want to direct link to in the future.

Each step is discussed in more detail below.

Obtain the URL of the Product

The first step is to find the URL of the product you want to direct link to in your marketing template. This is easily accomplished by going to the Online Store yourself and searching on the product so that you can obtain its URL in your browser’s address bar. In this example, we will be direct linking to an event in our e-mail so, once the event is placed on the Online Store, the URL for that event is found by accessing that event in the Online Store and copying the URL of the product in the browser’s address bar as seen in the image below.

Important: For Events and Sessions, be sure to click the View Event Details or View Session Details link to be in the Details screen before copying the URL address.

Important: Make sure that an entire URL address is highlighted before you copy it.

Once you have copied the URL to your clipboard, proceed to the next step.

Modify your Marketing Template to Hyperlink your Product URL

Once you have set-up a template to use for direct linking to your Online Store you will only need to do so once no matter the type of product you use – assuming that it is generic enough to refer to multiple products. Product IDs are easily obtained and replaced without needing to obtain the complete URL for each product every time.

In the image below, the template has been modified and hyperlinks inserted by using the Insert Hyperlink button so that when “Click here for our newest upcoming event” (you may hyperlink any text you feel is appropriate in your own template) is clicked by the e-mail recipient, the hyperlink will jump directly to the URL that was copied from the Online Store’s browser address bar in the previous step.

Make sure that you have pasted the entire URL address you copied from your browser’s address bar into the URL field of the Hyperlink window otherwise your e-mail link will not work correctly. Once you have inserted the direct link hyperlinks where appropriate within your templates, you should test it thoroughly before sending it. To summarize, follow these steps to insert a hyperlink:

  1. Open your marketing or mailing list template
  2. Highlight the text that your users will click to access the product, event, etc. in the Online Store when they receive the e-mail you send
  3. Click the Insert Hyperlink button.
  4. In the Hyperlink dialogue box paste the URL you obtained when you copied the product’s URL address from your browser address bar in step one (see Obtain the URL of the Product for more information)
  5. Click the Okay button to save
  6. Repeat this step for each section in your template where you want to direct-link to a product in your Online Store.

Test Your Template

  1. You should always test your templates and hyperlinks before you send out mass mailings.
  2. Temporarily set the Recipient Type for this message to Individual.
  3. Send a test message to yourself.
  4. After the test is complete, edit this message and reset the Recipient Type back to what you want.

See Sending a Test E-mail for more information.

You should always test your templates and hyperlinks before you send out mass mailings. The test template used in the example above was set for an individual so it is easily tested by going to an individual staff member’s profile in CRM and clicking the Send E-mail to Contact icon. Notice that the “Click here” hyperlink you set in the previous step is in place in the sample template. Click the Send Test Message button so that you can test the direct link in the Online Store in a test e-mail to yourself (or other staff member).

When the e-mail is delivered to the test e-mail address, clicking on the “Click here” link will take you directly to the event registration page in this example, seen below, in the Online Store instead of to the home page of the store where the user would normally have to browse and search for the event manually. This is the function of direct-linking through using hyperlinks in your templates.

Modify your Template as Needed by Obtaining New Product IDs

Once you have your templates and hyperlinks set-up, you might decide to feature a different event or product in your marketing efforts. This is easily accomplished by obtaining the Product ID of the new product or event, and then modifying your existing hyperlinks in your template with the new Product ID.

To obtain the Product ID:

  1. Navigate to the Profile page for the product.
  2. Click the Product ID icon.
  3. On the Product ID Information form, click the Copy to Clipboard icon next to the Product ID key.
  4. Click Close.

To modify the hyperlink on the template:

  1. Open the template.
  2. Highlight the hyperlinked text.
  3. Click the Insert Hyperlink button.
  4. On the Link form, highlight only the Product ID part of the URL.

    In the example above, this is the ID after &evt_key=

    Tip: If you are replacing a product instead of an event, then the Product ID is after &prd_key.

  5. Right-click and click Paste to paste the new Product ID (which is on your Clipboard) into the URL box.

Every product that can be placed on the Online Store – and this includes such items as events, certifications, memberships, subscriptions, sessions, and so forth – contains a Product ID. The Product ID is easily obtained from the product’s profile page by clicking the Product ID icon in the upper right-hand corner of the profile page.

For example, to replace the event in your marketing efforts with a different event, you would access that event's profile. On the event's profile page, notice in the upper right corner a small square icon labeled Click for Merchandise Product ID.

Clicking this icon will spawn the Product ID Information window which will then allow you to copy the Product ID to your clipboard by clicking on the Copy to Clipboard icon.

In your direct link template, you can then edit your hyperlink and replace only the Product ID with the Product ID you have copied to your clipboard instead of the entire URL. Notice in the image below that you must complete the following steps to accomplish this:

  1. Highlight your hyperlinked text – in this case, “Click here”
  2. Click the Insert Hyperlink button
  3. Select only the Product ID text to modify which is the text found after the “&evt_key=” text in the URL: field – this is the Product ID that you are replacing. In this case, you will replace the previous event used in this example with a publication.

Tip: If you are replacing a product, as opposed to an event used in the example, you would replace only the text used after "&prd_key".  

  1. Right-click and click Paste to paste the Product ID that you copied to the clipboard from the Product ID Information window.

  1. Click the OK button and then the Save button to save your template. Remember to test your template to make sure the new Product is direct linked.
  2. The new product or event will now appear in place of the previous product when clicked on from the e-mail.

Keep in mind that if you direct link to a product that has been set-up as a member-only product and it is accessed by someone who is not logged-in, a pop-up will appear stating that this item is available only to members. Members will then be provided a link at that time to log-in. Once logged-in, they will be redirected to the product.