Optimizely decided to build a base platform that would allow for individual sites to be created quickly with better performance and a supported upgradability. Optimizely Configured Commerce has progressed through many iterations. The following describes Configured Commerce's developments added in the last few versions:
## Configured Commerce
Self-Managed Release Notes SDK Customers
This release lets you launch your website solution in a SaaS-based, fully-hosted, PCI-compliant environment managed by Insite. See the [Optimizely support site](🔗) for more information.
Review the 4.4 release announcement: Configured Commerce Self-Managed SDK v4-4 Release Announcement
Review SDK Release Notes
## Configured Commerce 4.x
Configured Commerce 4 has been significantly re-engineered using a modern, scalable service architecture laying the foundation to power the next generation connected commerce platform for complex interactions. Key to the success of this platform is our ability to prescribe the extension points to allow for easy and quick upgrades - combining the flexibility and extensibility of a platform while facilitating the rapid and seamless functional enhancements you need in today's rapidly changing environment.
With its lean, service-oriented technology stack and modular design, Configured Commerce can be operated on a reduced IT footprint or scaled at enterprise levels to optimize overall infrastructure spend and reduce total cost of ownership. Combined with the widely familiar Microsoft.Net development environment, the platform can be operated as a turn-key responsive application handling the complexities of today's commerce demands or alternatively serves as a modern, highly extensible development platform that can be flexibly used to realize our client's specific business requirements. Whether you are looking to enter the commerce space with an out-of-the-box solution, re-platform outdated technology, or to build highly specialized commerce scenarios to protect your competitive advantage in this fast moving ecosystem, the <<product-name>> platform provides the agility and scalability that your business requires to compete.
In the remainder of this document, we discuss the technical underpinnings, architecture and tool choices of Configured Commerce to provide Architects, Developers, and technical decision makers with the necessary information required for evaluating Configured Commerce.
The following describes the current and future releases of Configured Commerce 4.x:
Improved Notifications, Monitoring, Retry, and so on
4.x Migration Enhancements
**4.2 Management console redesign**
Modern "Front-end" Architecture
Responsive Design for Tablets
Improved Feature Discovery & Usability
Integrated Contextual Help and Training
Improved "Guard Rails"
Streamlined Bulk Data Loading/Editing
**4.2 Search enhancements**
Easy to Use Business User Interface for Configurations
Enhanced Facet Configurations - Swatches, Custom Ranges, Sliders, and so on
Content search - Supporting docs and auxiliary content (help and custom pages)
Search suggestions - "You might like"
Refine within search results
Usability enhancements - results logic, results layout, search form, results sorting
**4.2 Miscellaneous enhancements**
The platform offers digital commerce services through REST (Representational State Transfer) endpoints. The services provide a "facade" to the application, allowing developers to add new functionality without impacting upgrades. Services are versioned to provide modularity and backward compatibility. The business logic for these services is centralized allowing reuse of common logic, such as the card, regardless of where it is used.
Configured Commerce is built with the latest technologies and libraries available to the web today.
**Performance and scalability**
With the introduction of the RESTful services, we also support Entity Tag (ETag) caching which is a standard part of the HTTP protocol that browsers support. This caching approach takes a significant load off of the server, lessens the load of data moving back and forth and improves the user experience. There are also resources cached locally for settings, language and currency information that help lessen the load from page to page, keeping the same content context in scope through the site experience.
Administrative REST API's
Integrate Common Client Extensions
Buying Experience Usability Improvements (Phase 1)
Advanced SEO Enhancements
You can find corresponding videos for the following features and functions in the 4.3.1 Announcement
[Improved Guest Experience](🔗)
[CMS Product Widgets](🔗)
[Restriction Group Management](🔗)
The 4.4 release focuses on improving the experience of the business user to manage their digital platform and enhance the end-user experience.
Cloud (SaaS) Deployment Capability
Scalable, hosted, PCI-DSS compliant, cloud environment
Improved Front-End Capabilities - Themes and widgets can be managed in the Admin Console
CMS page variants
Multiple product images
Improved print and email options for order and invoice history pages
Single-Page-Application model to reduce page load times
Real-time pricing plug-in and supporting UI/UX enhancements
Improved inventory messaging
Remember Me- customer pricing and catalog shown when returning to the website
Cart persists across devices for logged in users
Enabled requested delivery date option during checkout
Several improvements to the Admin Console
Merged Application and Website Settings into one page, and added user-friendly naming and tooltips
Improved security by splitting Users into two groups: Website Users and Console Users
Improved "Forgot Password" workflow for the storefront/website
cXML Order Processing Enhancements
#### Cloud server-side customizations
Enable building of custom tables in Cloud
[Creating custom tables with an entity and WebApi](🔗)
Additional CMS extension points:
Custom page templates
Create new page types
Improved extensibility of MainLayout page
Ability to create Custom Content creators
The following are the new articles to help with understanding CMS extensibility:
#### Cloud environment management
A CDN option has been added for Cloud customers
#### A/B testing
Enable dynamic variant testing & track the results of the test
Added revenue and lines per visitor metrics
Added a graph showing a comparison of all metrics for each variant to get an overall picture of A/B testing results
Added clean-up of A/B testing data to the nightly maintenance routine
See [A/B Testing](🔗) and [Customer Segments](🔗) for more details.
#### Dynamic personalization
Configure search boost/bury by Customer Segments
Dynamically assign Customer Segments to a guest/new user based on online activity
This release introduced a name change, where "Personas" are now called "Customer Segments".
See [Customer Segments](🔗) for more details.
#### Dynamic product recommendations
Analyzing customer sales data, display dynamic product recommendations
[Dynamic Product Recommendations](🔗)
Top Sellers carousel type- Targeted for use on the Home page or Category pages
[Product Carousel Widget](🔗)
Customers also Bought carousel type- Targeted for use on the Product Detail and Cart pages
[Product Carousel Widget](🔗)
#### CMS improvements
Bulk publishing functionality to make multiple changes to content and products, then preview it before moving it all to production at one time
Future publish with rollback functionality to publish content automatically on a future date, and then optionally revert updated content to its previous version on a specified date
See [Publish Multiple Pages](🔗) and [Set Future Publish and Rollback Dates for Content](🔗) for more details.
#### Copy content between environments
Allow users to export content from one environment and import into another environment. For example, you can start a site locally or in Sandbox then push it to Production for the first time or copy Production content down to Sandbox for content parity.
See [Copy Content Between Websites](🔗) for more details.
#### One-time Ship-To address
One-time ship-to address functionality has been available since the September 2018 release. See [One-Time Ship-To Address](🔗) for more details.
#### Shop by brands and product lines
Enable the Shop by Brands feature on your website to allow your customers to quickly focus their search for products on a brand they know and trust. The brands feature also allows merchandisers to manage a brand's identity, for example by featuring or boosting specific brands on the website.
Enable the shop by brand/manufacturer taxonomy easily
Create shop by brand/manufacturer landing and category pages
Add product lines to brands to extend the product hierarchy
Define brand/manufacturer imagery on brand and product detail pages and widgets
Added brand as first attribute that displays on product detail pages
Exposed product line assignment field on product details page in the Admin Console
Improved SEO and the consistency of the Brands URL root for Brands and Brands List pages
Updated logic to not select category images from parent categories with no assigned products on Brand detail pages
Added a Brand gallery widget to include on the Brands page in the CMS
Added a brand name display column in the order confirmation email
Added Brand and Product Line options to the table view of Product list
Added the ability to boost product lines in search results
Added the ability to boost brands in search results
See [Brands and Product Lines](🔗) for more details.
#### Will Call and Store Pickup enhancements
Will-Call and Store Pickup functionality has been available since the September 2018 release. See [Will-Call and Store Pickup](🔗) for more details.
Updated order confirmation email, quote, site messages and various admin console screens to reflect pickup language if fulfillment method is pick-up
Improved the Pickup Selection widow behavior and functionality and updated how selected warehouse displays on the page and map
Added clean-up of one-time ship-to addresses to the nightly maintenance routine
#### Schedule Email Reminders for List Reordering
Schedule an email reminder for any list a user has access to
See [Schedule email reminders for list reordering](🔗) for more details.
#### Bad Actor Prevention
Configure countries that should not be able to access site
See [Create and assign countries and states](🔗) for more details.
#### Abandoned Cart Email Reminders
Setting to enable feature and to determine when to send the email
Users can opt out of email reminders
See [Send abandoned cart email reminders](🔗) for more details.
#### List Improvements
Manage lists from Admin Console and assign to multiple Bill-To Customers
Improved lists to allow users without edit permissions on a list to change the quantity and add to cart, but not alter the list entry
Exposed updated saved quantity message for anyone with edit/owner permissions on all lists
Improved experience when updating quantity in a list
Duplicated the list action buttons to appear at the bottom of each page
Added button to lists to allow users to finish adjusting sort order and hide sort functionality
Added the ability to add custom quantities of an item on a a list to my cart, without updating the quantities on a shared list
Updated the sort behavior when reordering lists on the storefront
Added a tooltip when users cannot edit a list
See [Share Lists with Multiple Customers](🔗), [Sharing Lists](🔗), and [List Management](🔗) for more details.
#### Saved Credit Cards
Cloud: Using TokenEx for card vault/tokenization; when using a saved card, an authorization transaction is executed and the resulting authorization data is available for order submission (that is not card token)
Extended existing TokenEx API to include CVV-only mode
Updated the Storefront API for Saved Credit Cards
Added fields to UserPaymentProfile table to save address information for saved credit cards
SDK: Partners and customers can leverage saved card UI/UX, but for card tokenization they can create their own TokenEx account or develop integration to the specific payment gateways vault
Created a setting to enable the option to save credit cards
Modified tooltip text for Enable Saved Credit Card setting
Added the option to add and manage a new credit card to the My Saved Payments page in My Account
Added the ability to review saved payment information from the My Saved Payments page in My Account
Added the ability to save credit cards during checkout or complete the checkout process with a saved credit card
See [Saved Credit Cards](🔗) for more details.
#### Quick Order Enhancements
Improved experience for adding child products using Quick Order form. When attempting to add a variant parent via quick order, the user will be prompted to select the variant options in order to add the correct item to the quick order form
Updated the Quick Order page to add Quick Order widget functionality for quantity and unit of measure
Updated display settings so items most recently added to a Quick Order list now appear at the top of the list
Adjusted the Quick Order form so most recently added products appear first, then this order reverses when added to cart
Adjusted Quick Order so it is not accessible unless the user is able to Add to Cart
See [Overview of Quick Order](🔗) for more details.
#### Search Enhancements
Improved search results for multi-word synonyms
Updated the Index ERP Numbers to allow ignoring non-alphanumeric characters
Added the option to disable AutoCorrect or Did You Mean settings without turning off suggested search
Added a setting to include or exclude Part Number from the Search AutoCorrect
Implemented Ngram search for partial matches on ERP Numbers and Manufacturer Items
See [Working with Synonyms](🔗), [Search Autocorrect and Did You Mean Options](🔗) and [Working with Ngram Indexing for Partial Matches](🔗) for more details.
#### Improve Variant Products UX
When searching for a child variant part number, users will be auto-directed to the Product Detail Page with variant options preselected
When a child variant product is in a cart and the user clicks on it, they will be directed to the Product Detail Page with the variant option preselected
See [Overview of Product Variants](🔗) for more details.
## Configured Commerce 3.x
**Configured Commerce 3.5**
<table class="TableStyle-No_borders" style="width: 100%;" data-cellspacing="0"> <colgroup> <col style="width: 50%" /> <col style="width: 50%" /> </colgroup> <tbody> <tr class="odd TableStyle-No_borders-Body-Body1"> <td class="TableStyle-No_borders-BodyB-Column1-Body1"><ul> <li>Dashboard & Message Center</li> <li>Easy Access to Common Actions</li> <li>Account Overview at a Glance</li> <li>Order Approval Workflow & Notifications</li> <li>Send/Receive notifications with Purchasing<br /> Approvers and Sales Representatives</li> <li>Integrated Quote Workflow (3.7)</li> </ul></td> <td class="TableStyle-No_borders-BodyA-Column1-Body1"><ul> <li>Manage site content by language code</li> <li>Multi-Language</li> <li>Export/Import translations</li> <li>Integrated machine translation</li> <li>Site Restrictions by User</li> <li>Ability to limit users to assigned sites</li> </ul></td> </tr> </tbody> </table>
**Configured Commerce 3.6**
<table class="TableStyle-No_borders" style="width: 100%;" data-cellspacing="0"> <colgroup> <col style="width: 50%" /> <col style="width: 50%" /> </colgroup> <tbody> <tr class="odd TableStyle-No_borders-Body-Body1"> <td class="TableStyle-No_borders-BodyB-Column1-Body1"><ul> <li>Multi-Currency & International Tax</li> <li>Support For Explicit Product Prices in Primary<br /> and Alternate Currencies</li> <li>Fixed or Floating Price Conversion Rates</li> <li>Global Tax Support</li> <li>ISC Fixed Rate Tax Calculator</li> <li>Avalara Integration</li> <li>Cybersource Integration</li> <li>Mobile and Tablet Support</li> </ul></td> <td class="TableStyle-No_borders-BodyA-Column1-Body1"><ul> <li>Fully Responsive Web Design</li> <li>3 Native Breakpoints</li> <li>Desktop</li> <li>Tablet</li> <li>Phone</li> <li>Touch Friendly Base Template Design</li> </ul></td> </tr> </tbody> </table>
**Configured Commerce 3.7**
<table class="TableStyle-No_borders" style="width: 100%;" data-cellspacing="0"> <colgroup> <col style="width: 50%" /> <col style="width: 50%" /> </colgroup> <tbody> <tr class="odd TableStyle-No_borders-Body-Body1"> <td class="TableStyle-No_borders-BodyB-Column1-Body1"><ul> <li>Dealer Locator</li> <li>Find dealers, map them and display hours and contact information</li> <li>Request for Quote (RFQ)</li> <li>Request a quote for approval</li> <li>Collaborate with sales rep on open quotes via integrated messaging</li> <li>Convert quotes to orders</li> <li>Set quantity break prices and model profitability</li> <li>WCMS</li> <li>Contextual Page Editing</li> <li>Ability to Add Pages without Development</li> <li>Preview by Persona and Device</li> </ul></td> <td class="TableStyle-No_borders-BodyA-Column1-Body1"><ul> <li>Integrated Responsive Web Design Support</li> <li>Content Approval Workflow</li> <li>Personalization/Personas</li> <li>Define Custom Personas by Customer or User Attributes or geolocation</li> <li>Target Content by Device, Persona and Language</li> <li>Advanced Personalization via Certona or Monetate</li> <li>Miscellaneous Enhancements</li> <li>Solr Search</li> <li>Bazaar Voice Ratings and Reviews</li> <li>Rules Driven Categories</li> <li>Re-order from Order History</li> </ul></td> </tr> </tbody> </table>