Sending Code to Web Developers
Last updated: September 22, 2022
Companies sometimes have web developers that will do all of their integrations and touch-ups for them. In this case, we would want to send codes to their web developers. We have 4 Close macros written out for you to send depending on their CMS. Each macro has a section to manually add integration codes.
Do NOT send codes to a web developer while the dashboard is in demo mode. They will not work. If you have to keep it in demo mode while the web developers are testing the integration, talk to the Integration Team about setting up the preview query.
Steps:
1. Go through client’s website and figure out which codes you need to send. Usually, you’ll send a code for all items and one for each individual activity.
- Do they need individual codes, an all item code, or both?
- Check and see the flows you’ve created match up with the website. Generate codes for specific flows if needed.
- Be sure to include a link to the Gift Card or Gift Certificate item if its built on the dashboard. Do not include descrition and images on this link.
- Be sure to consider the book process from the view of a customer one the website. Include item description and images if there are no details about the activity on the page where the link or code will be placed.
2. Pick the correct email template in Close to send to the web developer. Choose your email template by determining whether or not the website uses the WordPress CMS and whether or not the website already has booking buttons on it.
In order to determine the type of website a client is using, download the the BuiltWith Google Chrome extension or punch the client’s website URL into the search bar at the top of the website. See this section for more information on using BuiltWith.
‘ONB – Send codes to web developer (not wordpress, has buttons)’ Includes:
- Lightframe code
- Section to manually add booking links from their dashboard
‘ONB – Send codes to web developer (not wordpress, no buttons)’ Includes:
- Lightframe code
- Link to the FareHarbor buttons stylesheet help page
- Section to manually add simple HTML code from their dashboard
‘ONB – Send codes to web developer (wordpress, has buttons)’ Includes:
- Link to the WordPress Plugin help page
- An example of WordPress site lightframing
- Section to manually add booking links from their dashboard
‘ONB – Send codes to web developer (wordpress, no buttons)’ Includes:
- Link to the WordPress Plugin help page
- An example of WordPress site lightframing
- Link to the FareHarbor buttons stylesheet help page
- Section to manually add simple HTML codes from their dashboard
3. Generate codes in the Book Buttons & Embeds section of the dashboard. Choose either the simple HTML or link option based on the email template. If they have buttons, choose the link option. If they don’t have buttons, choose the simple HTML option.
If you would like your link or HTML code to show the item’s description and slideshow photos with the small calendar on the left side, be sure to check the box labeled “Include item description and images.”
Note: Do NOT check this box when generating links for Gift Cards or Gift Certificates unless you’ve created an item description for these images.
Link to all items (usually the default flow) that includes item description and images
Link to individual items that goes straight to the calendar if each activity has a section on the site with pricing and a description. If not, then send the link that includes item description and images.
(Optional) If they have specific flows built out for certain buttons on their site: send links to those flows that includes item description and images
4. Insert Codes into email template. Paste all the codes you generate directly from the dashboard into the email draft. Do not edit the codes in Close or your email after you’ve generated them or you may introduce errant characters into the code. Be sure to label all the codes you send to a client.
Watch a video of how to copy the codes into an email: Video
BuiltWith Use and Installation
BuiltWith is a website profiler which catalogs technologies used by individual websites. Additionally, BuiltWith services can provide data on the popularity of various technologies across the web. We primarily use BuiltWith for determining the type of website a client has.
Note: BuiltWith is far from infallible and may occasionally provide you with incorrect or innacurate information, but its still the best tool for our purposes.
How to install BuiltWith:
There’s two versions of BuiltWith available to use. You can go to their website and paste in the website URL. There is also a Google Chrome browser extension available. If you frequently use the service, downloading and installing the browser extension is recommended.
Use the web browser version by going to: https://builtwith.com/ Be sure to bookmark the link for future use!
Download the Google Chrome extension by clicking here and click “Add to Chrome”, then click “Add extension.”
How to use BuiltWith:
Using the website:
- Type in the website address into the search bar.
- Scroll down until you find the “Content Management System” section and it will tell you what type of site it is.
Using the browser extention:
- Go to the site and click on the “BW” symbol on the top right of your chrome page.
- Scroll down until you find the “Content Management System” section and it will tell you what type of site it is.
- If you don’t see a “Content Management System” section on the report, the site may be custom coded and requires FTP or Hosting access.