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03 UX/UI and Themes

The UX/UI menu item in the Configuration App contains settings to configure the visual appearance, forms, templates, and text elements for the user interface (UI) of Public Apps and customer communication.

Before you begin​

Apply your brand to a theme​

*This task is optional during the initial setup. If a new theme is not configured for your Public Apps, a standard keylight theme will be automatically applied.

Once a theme is configured, it will be applied to your shop and other Public Apps. In addition to customizing the logo and colors, keylight provides detailed UI configuration settings, including typography, object and individual component styling. This allows your business to create personalized customer journeys for all channels.

To add a theme for your Public Apps:

  1. Navigate to UX/UI > Themes.
  2. Click Create New.
  3. Enter a Name for your theme.
  4. Click Create and then on the theme that appears on the page.
  5. Upload your logo under the General tab.
  6. Navigate to the Design tab. On this page, you will find the pre-set values of the default keylight theme to modify.
  7. Click on the pencil icon in the upper right of each section to start editing.
  8. Add value to Color Palette, Typography, and Shapes / Object Styles. Note that the settings for Typefaces and Accent color will have the most noticeable effects on the visual appearance of your Public Apps.
  9. Click Save in the upper right of each section.

Learn more about Themes.

Configure product card layouts​

*This task is optional for the initial setup. If no product card layout is configured, a default layout from keylight will be automatically applied to your shop.

A Product Card Layout determines how your product information will be presented in your shop. keylight provides various layout elements, including Product Name, Image, Bullet Points (product description), User Input Fields, Add-Ons, Pricing, and Call-to-Action. This task focuses on configuring the basic structure of your product cards. The actual text copy for your shop can be defined in the Text Items and Product Selections in upcoming tasks.

To configure the layout of your product card:

  1. Navigate to UX/UI > Product Card Layouts.
  2. Click Create New.
  3. Enter a Name for the product you're setting up the layout for and click Create.
  4. Click on the product card item that appears on the page to add layout items.
  5. Click Create New in the Items section.
  6. Select the Type of the element from the drop-down list.
  7. Click Create.
  8. Repeat steps 5 to 7 to add more layout items to your product card layout.
  9. Use drag and drop to rearrange the item order. This will determine the actual order in which these elements will be displayed on the product cards in your shop.

Define text items​

*This step is optional during the initial setup. If no text items are defined, you will still be able to display products on a shop page, but without itemized product descriptions.

Text Items are translatable UI elements that describe your products. The text items defined here are the exact wording that will be displayed in your shop, they will be assigned to Products in the coming chapters.

To create a text item:

  1. Navigate to UX/UI > Text Items.
  2. Click Create New.
  3. Characterize your product in the Name textbox. For example, "Unlimited volume", "24/7 Support", or "For enterprise customers".
  4. Optional: Select a Section from the drop-down list. Sections are used to group text items so they are not packed together on the Product Card Layout. Create sections before or after Text Items. They can be assigned to each text item at any time.
  5. Click Create.
  6. Repeat step 2 to 6 until you have added all the information to describe your products.

Configure forms​

Forms are used to gather data from users. They can be integrated as a step in Order Journeys or embedded to the pages in Public Apps. In the quick start guide, the form being configured here is designed to collect customer information during the order journey.

To configure a form:

  1. Navigate to UX/UI > Forms.
  2. Click Create New.
  3. Enter a Name for your form. For example, "shop customer information", "billing information", or "invoice information".
  4. Select Account from the drop-down list as the Type for your form. This form type will allow you to collect customer details during the order journey.
  5. Click Create and then on the form that appeared on the page to edit the form fields.
  6. Click Create New under Fields to add fields to your form.
  7. Select the account information you wish to collect from the Field drop-down list.
  8. Select the Size of the field for the visual presentation. For this guide, you can simply select the Regular size.
  9. Check the Required checkbox if you want to make the field compulsory to fill before the customer proceeds to the next steps for their order.
  10. Optional: Check the Read-Only checkbox, if this field is used to display known value and should not be edited.
  11. Click Create.
  12. Repeat steps 7 to 12 to complete your form setup.
  13. Drag and drop to rearrange the order of how these fields will show up on the form.

keylight offers extensive form capabilities, including 20+ field types, field grouping, field dependencies, progressive and hidden fields, as well as validation rules for inputs. Learn more about Forms.

Set up a document template​

Document Templates allow you to define templates to generate PDF documents. You can upload document templates for invoices, orders, and credit memos in keylight.

To create a template for your invoices:

  1. Navigate to UX/UI > Document Templates
  2. Click Create New.
  3. Select Invoice from the Context drop-down menu.
  4. Enter Invoice in the Document Name textbox.
  5. Upload a Word file to Template. The accepted file type for Document Templates is Word (.docx), and the file size should be below 2MB.
  6. Check the Active checkbox.
  7. Click Create.

Learn more about document templates.