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Workbench & Selector Setup
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Contents
Workbench & Selector Setup
12 Articles
in this category
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Login and password
Log in to Workbench Open the workbench under https://digitizer.app . Click on Login . Log in with your email address and the initial password. 💡 CSM support will send you the initial password at the start of the onboardin...
Navigation and workbench sections
Navigation bar Go to documentation: Open the FoxBase help area (Knowledge Hub including documentation). Copy selector ID to clipboard: Copy the selector ID to the clipboard. Save: Save the work status in the staging environm...
User interface settings
The area Settings contains configurations for the standard language , data tracking , questionnaire , CSS-styling and the features reset und publish for the setback and publishing of the selector status from staging to live environment. ...
Save selector
Deactivate the Live view toggle. Click on the Save icon in the toolbar. 💡 The save process does not transfer the data to the live environment. To learn how to publish changes and thus make them visible for your customers, re...
Open selector (preview)
Open staging selector Deactivate the toggle Live view . Click on the icon Launch in the toolbar. Open live selector Activate the toggle Live view . Click on the icon Launch in the toolbar. Open selector in ano...
Staging and live environment
The staging environment is the editing mode of the selector. It is not visible to your customers. The live environment , on the other hand, is visible to your customers. Changes to the selector are not made directly in the live environme...
Integrate selector into website
The selector can be integrated in any website or landing page or in a CMS. The options are snippet or iFrame integration. ⚠️ FoxBase must activate each selector domain via whitelisting . In this way, the selector is protected again...
Link entry on any page (deeplinking)
Creation of selector URL with preselected answers Clicking on the selector URL automatically opens the first page of the questionnaire. You can customize the URL so that users see any page of the questionnaire when they open the link. The answe...
Hide or show selector areas
Selector areas such as result page sections, sort groups, questions, answers etc. contain options for setting the visibility . These components are subsequently visible or hidden due to user inputs in the questionnaire or embed param...
Adjust color theme
Open the section Settings in the Workbench. Scroll to the section Customize Theme . U nder Primary Color , enter the main color theme (hex format, e.g. #00204A) : #00204A). Add a Secondary color (hex format, e.g. #FF8C...
Selector Theme (CSS)
With the help of CSS (Cascading Style Sheets) , a style sheet language, the selector can be individually designed. In the settings of the workbench, the appearance of all elements on the selector pages can be defined in the CSS editor, which can b...
Interfaces (API)
Connection of the selector via interface FoxBase allows you to connect your selector to your system via API, for example to integrate a chatbot or create a customized front end. A detailed technical documentation with all information about the ...