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Product Information

For more information about features currently included in each Insite Software product offering, use the information below:

  • InsiteCommerce
  • InsiteCommerce Mobile Apps
  • InsitePortfolio
  • InsiteAnalytics

InsiteCommerce

Features Include

  • Catalog
    • Category & Product Data Management
    • Complex Products: Bundles, Kits & Configurable Products
    • Customer-Specific Catalogs, Pricing & Inventory
    • Configure Display/Hide Products for OEM/Private Label and Restricted Products
    • Configurable Inventory Messaging
    • Product Details: Documents, Specification Tabs, Videos, Multiple Images, etc.
    • Data-Driven and/or Manual Product Cross-Sell/Up-Sell
  • Cart & Checkout
    • Configurable Promotions
    • Configurable Checkout Flow
    • Integration to Tax Services & Payment Gateways
    • Freight Calculation via Configuration or Integration
    • Saved Credit Card Profiles
  • Self-Service/My Account
    • User Administration
    • Order History with Shipment Information
    • Return Request/RMA
    • Invoice History
    • List Management: User-Specific & Collaborative
    • Saved Carts
    • Quick Order & Order Upload
    • Reorder from Order History
  • Workflows
    • Request for Quote
    • Order Approval
    • Order Requisition
    • Salesperson Logins
  • Personalization
    • Localization: Multi-Language & Currency
    • Build Unique Experiences by Customer Segment, Geo-Location, Device, etc.
    • Manage Content by Language, Customer Segment & Device
    • Recently Viewed Products
    • Dynamic, Data-Driven Product Recommendations
    • Assign Customers & Roles to Users
  • CMS
    • Build Out Site Content & Static Pages
    • Create Content for Future Publication
  • Search & SEO
    • Aware of Customer-Specific Catalogs & Part Numbers
    • Configurable Auto-Correct, Fuzzy Logic & Field-Level Boost/Bury
    • Faceting & Sorting
    • Product Comparison
    • Configurable Synonyms, Stop Words & URL Redirects
    • Product & Category Boost/Bury, Including Sponsored Products
    • Canonical & Configurable URLs
    • SEO-Friendly Architecture
    • Google Analytics & Google Tag Manager Configuration
    • Open Graph Tag Support
    • Sitemap Creation
  • Integration
    • Integration Tooling to Connect to Business Systems (e.g. ERP, PIM, CRM, etc.)
    • eProcurement: PunchOut & cXML Interfaces
  • Platform
    • Multi-Site on Single Platform
    • Configurable Business Logic by Site
    • Single-Page Application
    • Responsive UI/UX
    • Storefront RESTful APIs
    • Administration ODATA APIs
    • Customer & Hierarchy Management
    • User Management & Role Permissions
    • InsiteCommerce Admin Console to Manage Platform
  • Cloud
    • Secure & Scalable Hosting
    • Automatic Updates

 

 

The following specifications represent the standard Cloud offering for InsiteCommerce:

 

Environments Customers receive a single Sandbox and single Production environment.
Fault Tolerance Highly available design with redundant web, database, load balancer, and web application firewall with automatic failover. Multi-zone deployment within single region of Amazon Web Services.
Data Protection Regularly scheduled backups of customer data included (user files and database)
Web Application Firewall Continuous network traffic monitoring & intrusion detection
PCI Compliance PCI-DSS Validated Service Provider
Infrastructure Monitoring & Escalation 24/7 monitoring
Updates Insite will automatically deploy every release to the Sandbox environment, providing one week advanced notice to Customers. For each feature release, a Production deployment will occur three weeks after the Sandbox deployment.

In the unlikely event a Customer decides to opt out of a Production release, they can remain on their current release version until Insite’s next release.

Documentation

The Help Center & Developer Portal are available to all current customers. Access is provided via a request to your Customer Success Director.

Help Center: Users have access to current documentation for base product features & functionality. The Help Center also contains solution-based use cases, support articles (i.e. documentation around support tickets), product roadmap, release notes and general release communication.

Developer Portal: Users have access to current technical documentation on topics such as the SDK, APIs, developer-based use cases, integrations & plugins, platform guides, and cloud project initiation & deployment guides.

Training Courses

Training Courses may be included with a customer’s order form or can be purchased separately as needed through your Customer Success Director. Each training seat is tied to a single user/individual and may not be shared.

End User Training: On-demand training that covers base InsiteCommerce functionality. It is recommended for all members of the implementation team and those who will be managing the system on a regular basis. This also includes those who are taking the technical & developer courses, providing them with base platform knowledge on which to build extensions.

Marketing Training: On-demand training targeted at the marketing users of the platform. It includes an expanded walkthrough around marketing-specific use cases. It is an alternate to the End User training course, providing a focused look at the marketing features of InsiteCommerce.

Developer Training: On-demand training that focuses on the skills necessary to technically implement and extend the InsiteCommerce platform. The content is targeted toward an experienced .NET developer. Users who take this course have the option to take the exam and become an InsiteCommerce Certified Developer.

Technical Training: On-demand training targeted at the technical users who are not necessarily developers. The course focuses on skills necessary to manage websites, configure the platform, and review integrations. It is an alternate to the Developer training course, providing a subset of the content, and does not include a certification.

Instructor-Led Training (ILT): ILT training is available for End User content. Please contact your Insite Customer Success Director for a price quote.

For detailed outlines on the various training courses & their content, visit the following link: https://www.insitesoft.com/resources/insitelearn/insitecampus/

InsiteCommerce Mobile Apps

Features Include

  • Discover
    • Configurable Banner Image & Text
    • Featured Products Carousel
    • Featured Categories Carousel
  • Catalog
    • Category Navigation
    • Category Banner Image
    • Product List
    • Product Detail
    • Inventory Messaging
    • Customer-Specific Pricing
    • Support for Variant, Kit & Bundle Products
  • Search
    • Leverage InsiteCommerce Search Engine
    • Barcode Scanning for Search
    • Faceting & Sorting
  • User Authentication & Self-Service
    • User Authentication to InsiteCommerce
    • Biometric Login
    • Customer Selection
    • Order History with Shipment Information
  • Cart
    • Remove Line Items
    • Clear Cart
    • Edit Line Item Quantity
    • Display Estimated Tax & Freight
  • Checkout
    • Change Shipping Address
    • Set Shipping Method
    • Add Order Notes
    • Set Purchase Order Number
    • Select Payment Option
    • Enter Promotion Code
    • See Promotion Results – Code or Auto-Fire
  • Platform
    • Customer-Branded iOS & Android Applications
    • Insite-Managed App Deployment to Apple App Store & Google Play
    • Cached Catalog Information
    • Administer Mobile App from InsiteCommerce Admin Console

 

Documentation

The Help Center is available to all current customers. Access is provided via a request to your Customer Success Director.

Help Center: Users have access to current documentation for base product features & functionality. The Help Center also contains support articles (i.e. documentation around support tickets), product roadmap, release notes and general release communication.

 

InsitePortfolio

Features Include

  • Presentation and Sharing
    • Offline Access
    • PDF Annotation
    • Share selected pages of PDF
    • Email Sharing
    • Email Templates
    • Email Signatures
    • Playlists
    • Link Click Tracking Notification
    • Item View Notification
    • Personal Portfolio
  • Analytics and Reporting
  • User Access and Permissions Sets
    • Groups
  • Content Management & Organization
    • In-Application Branding
    • Custom Fields
    • Thumbnail Library
    • Sharing Control
    • Global Searching
  • Integrations
    • InsiteCommerce – Product Catalog & Searching (iOS)
    • Salesforce
  • Platform Custom Branding (Optional Feature – Requires Additional Cost)
    • Branded Native Applications
    • Custom Platform Logo & Colors
    • App Store Management

 

Documentation

The Help Center is available to the public. Access to the Account Admin documentation is limited to current customers’ Account Admins. Access can be provided via a request to your Customer Success Director.

Help Center: Users have access to current documentation for base product features & functionality. The Help Center also contains release notes and general release communication.

Training

Training Courses may be included with a customer’s order form or can be purchased separately as needed through your Customer Success Director. Each training seat is tied to a single user/individual and may not be shared.

Account Admin Training: On-demand training that covers the admin console and end user web presenter functionality. This course is targeted toward marketers or other individuals who develop marketing and sales content and manage user access.

 

InsiteAnalytics for eCommerce

Features Include

  • Order Source Dashboards
  • Promotion/Marketing Effectiveness Dashboards
  • Site Analytics Dashboards
  • Initial Onboarding: Assistance in Data Loading and Automation & Training
  • Hosted Platform

Documentation

The Help Center is available to all current customers. Access is provided via a request to your Customer Success Director.

Help Center: Users have access to current documentation for base product features & functionality. The Help Center also contains support articles (i.e. documentation around support tickets), product roadmap, release notes and general release communication.

 

DISCLAIMER

Features subject to change at any time with or without notice. Features may or may not require customization to suit any given user need or desire. Please consult with Insite Software or an Insite Software implementation partner for further details.

LAST UPDATED: June 14, 2019

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