SIM Elements

SIM Elements

Info Module: SIM Elements
Path: Campaigns > Advertising > SIM Elements 
Topic: Global Elements
Version(s): Version 5.1 and up 
Editions: All Editions

What Are SIM Elements

If you want to create elements to be used across many different forms, you can create global elements. These differ from form specific elements in that they can be attached to any form. To create a global element, navigate to Company Data->Advertising->SIM Elements and click on the add icon or edit element icon.

Making The Connection

Where Will I See This Within OLX?

Elements display during SIM order entry.

What Reports Can Be Pulled?

  1. at this time there are no reports related to SIM setup

What Imports/Exports Relate to SIM Elements

  1. at this time there are no im/exports related to SIM setup

Trouble Shooting



Setup

This will open the Add/Edit Element window with the information described in the Add/Edit/Move Element section, but the ‘Save as Template’ button will not be visible. Every element created from this screen will be created as a global element template, that can be selected in the Add/Edit Element window. You can even create global elements using global elements that have already been saved.

You can also save an existing form specific element to be global by opening up the form, editing the element and clicking the ‘Save as Template’ button. This will save the element as a global template immediately, and it will appear in the global elements lister page. However, if a form specific element contains a form specific custom field; the element cannot be saved as a global template. All the fields in the element must be global or OLX fields

Tool Bar

Utilizing the buttons on the tool bar  you can: 
Go back to the previous screen 
Add new 
Print 
Minimize module 

Filter

You can use the filter options to narrow down the displayed selections.


  1. Create Date
  2. Element Name
  3. Product Offer
Add additional filters by click the Add button 
Apply the filtered selections by clicking Apply Filter 
Remove the filtered selections by clicking Remove Filter 
To show inactive accounts in the displayed records check Show Inactive 
You can set the number of records to be displayed 


Add New

  1. To edit an existing record, click on the edit pencil next to the record you wish to edit.
  2. To add a new record, click on the Add New button in the blue module bar.
    1. A new window will pop up.


  1. Element Name - This is a required field
    1. Name will be defaulted to a generic name, however you can modify to be more specific.
    2. Elements display on the form alphabetically.
  2. Column - This is the divided space in the middle of the form between the Header and Footer.
    1. By clicking on the drop down you can move the element to a new section.
  3.  Product Offer - is not used and will be removed from screen soon
  4. Width - How much space within the column will the Element utilize.
    1. Percent
    2. Pixels
  5. Choose an Element Template
    1. If you have created global elements (more information below) you can select them in this screen. Once you choose the global element from the drop-down list, you can click the insert element template button, and all of the information from the global element will be (copied) populated in the body of this element. You can make any changes desired, without modifying the existing global element. Any changes will only be specific to the element you are adding/editing.
  6. Insert Template - displays a copy of the element selected from the element template drop-down
  7. Border Width - thickness of border in pixels
  8. Background - select the color for the background of the element
  9. Pos-X - is not used and will be removed from screen soon
  10. Pos-Y - this is the order the element will show relative to other elements in the same column.
  11. Type - is not used and will be removed from screen soon
  12. Properties - this box will display available properties for the button/field selected that are able to be configured from the Element popup. Event driven interactive settings are configured outside the Element popup. See Interactive Settings below.
    1. The view of this box will adjust based on the button/field selected
  13. Products - you can search for product offers to create a button with the offer name as the label on the element and quantity set. 
    1. search bar will display any product setup in system - is not filtered based off products added to script
      1. you will need to add offer to script if you select an offer not already assigned to script
    2. This sets action to Set Offer Attributes - any other actions will need to be set manually
      1. Product Offer - set  when adding button to element
      2. Rush = Do Nothing
      3. Quantity - adjustable when adding button to element
      4. Selected Only? - unchecked
  14. Actions
    1. Action Button - adds a button with no preset configurations.
        1. Label
          1. this displays to the agents
          2. example: 
        2. Type
          1. Button

          2. Checkbox

          3. Radiobutton (group 1-15)
            2. groups relate buttons together (only one item can be selected)
        3. Action
          1. User Defined 
            1. You will have to assign/set interactive settings for the button.
          2. Go Home (form)
          3. Previous (form)
          4. Next (form)
          5. Go End (form)
    2. Collapsible Content - This inserts a two-section text field with a Title and Body. Title will display on screen for agents and will expand when clicked on. Will collapse when Title is clicked on a second time.
    3. Go Previous Button - adds a preconfigured button to navigate to the previous form.
    4. Go Home Button - adds a preconfigured button to navigate to the home form.
    5. Go to End Button - adds a preconfigured button to navigate to the end form.
    6. Go Next Button - adds a preconfigured button to navigate to the next form.
    7. Linked Field
      1. Does not save in database.
      2. You will have to assign/set interactive settings using an action button (navigation or preconfigured action button from element setup).
      3. Can also be used with custom SIM plugins
  15. Call/Order Fields - these are hardcoded buttons and fields found on classic order entry.
    1. You cannot edit these buttons. 
    2. If you want to create custom fields to be used across many different forms, you can create global custom fields. These differ from form specific custom fields, in that they can be attached to any form. Navigate to Campaign > SIM Custom Fields
    3.  - OLX fields that can be added to an element which displays static information.
    4.  - OLX fields that can be added to an element to capture/view order information.

      Label - Pre-Configured display only labelInput - text box that sets information to be displayed when Label is usedPre-Configured ButtonAction of Pre-Configured Button
      AgentFirstBillAndShipSameCheckCopyBillToShipButton
      AgentLast

      		ProcessButton
      CallStartDate
      		ProductsTable
      CallStartTime
      		SubmitButton
      Campaign
      		ScheduleCallbackbutton

      DNIS
      		WrapUpBlock
      EmployeeName


      EmployeeNumber


      OrderTotal


      ShipTotal


      SubTotal


      TaxTotal


      WebOrderNumber


      AccountNumberAccountNumber

      AgeAge

      BankCityBankCity

      BankNameBankName

      BankStateBankState

      BillAddress1BillAddress1

      BillAddress2BillAddress2

      BillAddressBlockBillAddressBlock

      BillCityBillCity

      BillCountryBillCountry

      BillFirstNameBillFirstName

      BillLastNameBillLastName

      BillMiddleInitialBillMiddleInitial

      BillPhoneNumberBillPhoneNumber

      BillPMPhoneNumberBillPMPhoneNumber

      BillStateBillState

      BillZipCodeBillZipCode

      BirthDateBirthDate

      CallDispostionCallDispostion

      CallTypeCallType

      CCExpDateCCExpDate

      CCNumCCNum

      CheckNumberCheckNumber

      CompanyNameCompanyName

      CustDemoNotesBlockCustDemoNotesBlock

      Custom1-5 fieldsCustom1-5 fields

      CVV2CVV2

      DebitDebit

      EmailAddressEmailAddress

      ExternalOrderNumberExternalOrderNumber

      GenderGender

      LocationLocation

      NoSolicitNoSolicit

      NotesNotes

      PackingSlipCommentsPackingSlipComments

      PayMethodPayMethod

      PayReferenceNoPayReferenceNo

      PhoneExtensionPhoneExtension

      PromoCodePromoCode

      RoutingNumberRoutingNumber

      SavingsSavings

      ShipAddressShipAddress

      ShipAddress2ShipAddress2

      ShipAddressBlockShipAddressBlock

      ShipCityShipCity

      ShipCompanyNameShipCompanyName

      ShipCountryShipCountry

      ShipFirstNameShipFirstName

      ShipLastNameShipLastName

      ShipMethodBlockShipMethodBlock

      ShipMiddleInititalShipMiddleInitital

      ShipPhoneNumberShipPhoneNumber

      ShipPMPhoneNumberShipPhoneNumber

      VoicePrintIDVoicePrintID

      WarehouseCommentsWarehouseComments


  16. Work Space - This is the section the agents will see during order entry. 
  17. Format Tools - Enter the body of the Element. You can alter the way the body looks by using the various tools located on the format toolbar.
  18. View
    1. Design - this is WYSIWYG screen editor
    2. HTML - you can use HTML to design the form.
    3. Preview - you can preview the form to see how it will display to agents during a live call.
  19. Wrap Up Buttons




* To save the changes click the Save button .
* To cancel any of the current changes you have made click the Cancel button .
      This will close the window without saving any changes.
* To apply the current changes you have made click the Apply button .
* To print the current window click the Print button .
* To delete the selection click the Delete button .
      This will prompt you to make sure you want to delete this item.

  • Clicking OK will delete the selected item and close the window.

SIM - Global Elements
Copyright 2019
Revised 5.1.2025


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