Searchspring Integration Process – Searchspring Help Desk

The following guide will explain what steps Searchspring takes when creating a mockup for a new or redesigned site. These steps ensure that we are able to meet and exceed our client's expectations.

Kickoff Call

A member of our project management team will reach out to schedule a kickoff call with your team. In this call we will:

Review the Searchspring integration process
Determine the project stakeholders
Discuss the required deliverables necessary to start your project
Answer any questions you may have about the process

From time to time the kick off call email may accidentally be hidden in a SPAM folder. If you haven't heard from us within a few days of signing up with Searchspring please check this folder.

Data & Design Review

Once you have the necessary data ready to start the project a member of our solutions team will review your data to ensure it is in a format that can be imported by Searchspring. If you are sending us a custom feed please see our Data Feed Guide.

In addition to having data connection, we will need the URL to a finalized, production ready product listing page (category/collection or search results page) on a dev/staging environment, preview theme or live/production

Requirements Gathering

Once we have received the necessary deliverables mentioned above we will have a call to review and complete a requirements document. Items detailed in this document include:

What designs Searchspring will be matching as part of the implementation process
Required Google Analytics connection to pull historical data
What filters you would like to have available within the integration
What sorting options should be available within the integration
Any badges that you wish to have displayed in results
How you would like to handle out of stock products and other inventory logic
What types of pricing logic is required for your site
Any other functionality required for your site

Example Requirements Document

Requirements Review

Once you have completed your requirements document a member of our solutions team will review the document, making any necessary call outs and follow up questions as required.

Implementation Process

Once all requirements have been approved our implementation team will begin to work on your project. They will complete all required data setup and design work for your project. This typically takes 3-4 weeks, but may change based on the complexity of your project. This includes:

Integrate our Google Analytics API
Configuring our industry-leading relevancy engine
Creating product filtering and sorting options
Excluding products not to be displayed within results
Performing data massaging to ensure high-quality results
Match your existing search and category pages using our JavaScript catalog
Integrate any existing JavaScript functionality into our JavaScript catalog
Create a new rich autocomplete search to show search suggestions, products, filters, and even merchandising as the customer types
Perform a full internal QA review to be sure nothing was missed including cross browser testing and mobile testing

Once the design is complete it will be delivered to your team for review. Depending on the commerce platform or deployment procedures, Searchspring may provide an initial mockup, integrate direct to a preview theme and/or provide instructions and a change log for your development team to integrate on to your development site/theme. At this point, your marketing and web teams should review the design to ensure it meets all your requirements and provide any revisions to the Searchspring team.

Revisions

Once Searchspring has received a full list of revisions from your review, we will make any changes required to the design as per your requests.

Training

While your revisions are being worked on a member of our Customer Success team will reach out to schedule your initial training prior to go-live.

Go Live

Once you are happy with the state of our integration we will work with you to schedule a go-live window for your team to deploy Searchspring into your production website. Searchspring recommends scheduling go-live Monday through Thursday during our working hours.

Support

After go-live any issues that come up or changes that you'd like to make will be handled by our support team. You can open tickets with our support team at help.searchspring.net.

Integration