Beefree SDK Spotlight Session: Hosted Saved Rows
Learn more about how you can easily enable reusable content into your end user's workflows with Hosted Saved Rows.
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And we're live! Hello, everybody!
Hi, everyone! How's it going?
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Welcome! Looks like we still have a
few people joining. Out of curiosity,
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has anybody introduced our
Hosted Saved Rows feature yet?
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Well, if not, this is the perfect webinar
for you to be on because we're going to
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walk you through everything you need
to know. I just want you all to know,
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the chat is at the bottom right-hand side
of the screen. If you have any questions
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as we go through this webinar, please
feel free to drop them in the chat,
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and we'll also be sharing some resources with you
throughout this office hours in there as well.
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I think, uh, I think we may have everyone.
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The number's started to slow down. Do
you want to go ahead and get started?
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Yeah. So, alright. So, if you want to go
ahead and go to the next slide for me, um,
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just want to introduce myself real quick. Uh, my
name is Kyle, and I'm a Senior Customer Success
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Specialist at Beefree, and today I'm going to be
introducing you to our Hosted Saved Rows feature.
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Quick overview: it's a powerful feature
in Beefree SDK that makes content creation
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more efficient and streamlined. Uh, following
that, our fantastical technical writer, Zier,
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is going to walk you through how to implement the
feature, and then we'll finish off with a Q&A.
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So you may be asking yourself, what is
a saved row? Uh, in essence, in the SDK,
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uh, content is organized into groups of content
blocks that we call rows. And a saved row allows
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your end users to save and reuse these content
structures or rows across multiple projects,
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eliminating the need to recreate them
from scratch each time. So think about
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common elements like headers, footers, or product
display layouts. By saving these rows, uh, your
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users can easily insert them into new designs,
ensuring consistency while saving valuable time.
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So why should you enable saved rows in
your application? Go to the next slide.
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So first, it significantly reduces content
creation time. Uh, your users can save hours
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each week by reusing pre-designed rows instead
of building them from the ground up every single
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time. Second, it minimizes errors. So instead of
manually creating layouts, your users can rely on
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these saved content rows to ensure consistency
and accuracy across every design. And finally,
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it enhances user loyalty. By providing an
intuitive, time-saving feature like this,
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it makes your application even more
valuable, helps increase engagement,
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and most importantly, helps you retain your
customers. So there's a little background on
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what the feature is. I'm now going to pass it
over to Zier, who's going to walk you through
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the how and how you can get this feature
set up in your application. Thank you.
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Awesome. Thanks so much for that introduction,
Kyle! Hi, everyone! My name is Zier. I'm the
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Lead Technical Writer here at Beefree SDK.
And for this portion of the presentation,
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we're going to be talking about not only how
you can implement Hosted Saved Rows within
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your applications, but also talking
a little bit more about how you can
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customize the experience of Hosted Saved Rows
altogether for your applications and users.
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So to get started, we're going to do a few
demonstrations. So I'll be navigating between
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a few different tabs here as you follow along,
but the first thing we're going to do is identify
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where the toggle to activate Hosted Saved Rows
actually is within the Builder. So to do this,
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I'm going to navigate into my own developer
console account and navigate to the application
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that I want to toggle this feature on for.
For this presentation, I decided to use
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this QA environment, so it's a development
instance. And I just click on details there
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and head on over to application configuration.
And when I click "View," now I'm in the space
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where I can identify the toggle. And here in the
Saved Row section, you'll notice that there are
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two toggle options, and you'll want to toggle on
"Hosted on the Beefree SDK infrastructure." I've
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already toggled it on because this is my demo
environment, which we'll be jumping into next.
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But when you toggle this on, just keep in mind
that you'll get a pop-up, and that pop-up will
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mention that usage-based fees may apply for
Hosted Saved Rows depending on the quantity
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of rows that you're saving. So make sure you
familiarize yourself either through reading the
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documentation or connecting with a CSM like Kyle
to make sure that you're familiar with those fees.
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Alright, now that this is toggled on, and again,
once you toggle this on, just make sure you click
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"Save" in the upper right-hand corner. Um, we're
going to go ahead and take a quick look at how
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Hosted Saved Rows functions on the front
end. So I have a test environment here.
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I'm going to go ahead and reload it. If
you want to follow along, I did include
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all of the code as code samples in this GitHub
repository, so you can use this repository to
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follow along in today's presentation, or you
can use it later on for your own reference.
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I'll go ahead and share that there. Hopefully
everyone is able to access it. Let me know if
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you aren't for any reason. But basically, this
is the code that we'll be using in today's demo.
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Alright, perfect. So now I'm in my application.
I'm in my code sandbox. When I click "Build an
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Epic Email Now," I'm navigated over
to the Builder. And in the Builder,
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you'll notice that when I click on a row, I
now have the option to save it. So this is
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the out-of-the-box functionality that comes with
Hosted Saved Rows. And you'll notice that as an
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end user, I'm directed to add a row name and add
a row category. So here, I'm going to add a row
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name. It'll be "My First Row." And the category,
I'll go with the default category, which is "My
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Saved Rows." When I click "Save" there, I get a
confirmation that my row was saved. And as an end
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user, when I navigate over to the Rows tab and
that category, I see "My First Row" here. I'll
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also have the option—and I'll make this a little
bit bigger just for the time being—I also have the
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option to add a new category. So if I wanted to
add something like "Coffee Headers" and just save
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that new category, I absolutely can. And then I
can also manage existing categories. So let's say
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maybe I don't actually need that new category, I
can delete it. And we also have row-level actions
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that end users can perform. So there's the "Edit
Info." So actually, I lied, this isn't "My First
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Row," it looks like it's actually "My Third
Row." So I'm going to change the name to "My
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Third Row," update this, and now you can see the
new name of "My Third Row." And I can also decide
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whether or not I want to delete it or keep it. So
that's the front-end functionality in a nutshell.
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Now let's talk a little bit more about how we
can customize this experience on the front end
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for application end users. I'm just going
to keep moving along in the slide because
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it helps me keep the pace on the topics that we're
discussing. So the next topic we're actually going
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to cover is once you toggle on the Hosted Saved
Row functionality, it becomes available to your
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end users. But maybe there are certain end users
that you don't want to have access to this feature
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because you want to use it as incentive for an
upgrade or some other reason. If that's the case,
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you can use the savedRow boolean, which we
talk about in the technical documentation,
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to restrict which users can and cannot access
Hosted Saved Rows altogether. In this example,
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you'll notice—and I'll make this a little bit
bigger, hopefully it's big enough on my screen,
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if not, just let me know in the chat and I'll
make it bigger—um, so you'll notice here,
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savedRows.uid can be "admin" or uid can be
"designer." And you'll notice right here where
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we have the Beefree config defined before that
we have this variable uidIsAdmin. So right now,
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what we're looking at in the Builder is the admin
experience. This person has access to um, the save
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toggle and all of the modals and functionality
that comes with Hosted Saved Rows. And if I were
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a designer, I would still have access to that
Saved Rows icon that I clicked on. But what if
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I changed the role from "admin" to "copywriter"
because I actually don't want copywriters to
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have access to saving a row within the Beefree
SDK? So I navigate over here, click on a row,
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and you'll notice that the icon, the save icon
that we saw earlier, is no longer there. So it
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means that we were accurately able to restrict
this feature for uid equal to "copywriter."
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I'll go ahead and delete that,
set it back to "admin," save this,
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and now we're going to jump into our next
topic, which is advanced permissions.
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So when we talk about advanced permissions, we're
not talking so much about the save icon anymore,
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but we're talking more about the granular level
permissions and which role has access to which um,
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type of behavior within the Builder. So here
in advanced permissions, we have a rows object
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and then behaviors, and in behaviors, we have
four different uh, behaviors that we can set
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permissions for. You'll notice that the admin
has permissions to delete a row, edit a row,
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manage a row category, and to add a row category.
But in this case, the designer only has access to
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editing the hosted row. So let's set ourselves to
the designer experience. If I edit "admin" and put
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in "designer" and save this, now when I navigate
to the Builder, I should only be able to edit. So
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the three vertical dots that we had earlier,
they're no longer there. If I clicked on "My
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Saved Rows" and I click on these three vertical
dots for this particular row, you'll notice that
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the only permission I have is to edit the row's
information. So I can edit the name, edit the
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category, but I can't delete the row or anything
else. So that shows a simple example of how you
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can leverage advanced permissions and these
different behaviors that are set within here.
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Um, on another level, let's talk a little bit
about tabs. So within advanced permissions,
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you can also determine whether or not you want
to show or lock the Rows tab altogether. So maybe
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you want to show the Rows tab but you want to
keep it locked because we're operating within
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that same um, scenario as before where maybe
you want to use the row tabs as an incentive
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for an upgrade in the future. Now your end users
will see this experience where they're able to
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navigate with the content tab or interact
with the content tab and the settings tab,
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but the Rows tab, they can't click on it. So
it creates an element of curiosity of like,
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what is beyond, what's going on with the Rows tab,
what kind of benefit can I get out of activating
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that tab in my experience? So that's locked. And
"show" just determines whether or not we see that
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tab. So I'm going to go ahead and save this back
so now we can interact with the Rows tab again.
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Alright, so we talked a bit about that. Now,
now let's talk about another customization we
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can use within the Builder, which is
default tabs order. So you'll notice
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that originally the order of the tabs
within the Builder were content, rows,
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and then settings. Let's say I want the focal
point to be rows. That's the first tab that I
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want an end user to see when they land in the
Builder. And then I want them to see settings,
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and then I want them to see content. I can
use defaultTabsOrder and define the new order
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of the tabs within this array. So I go here,
and now you can see that "Rows" is the first
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tab here. Now I'm able to easily navigate
that, navigate to that tab as the end user.
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Alright, and now let's talk a little bit about
how you can customize the modal and the overall
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experience and look and feel of Hosted Saved
Rows that way it matches the look and feel of
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your application. So let's say, for example, I
take a look at the modal and I think to myself,
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"Hmm, perhaps I want to add my own text here and
edit this a little bit. Maybe instead of 'Save
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your row,' I want it to say something like 'Enjoy
your new saved row.'" Well, you can absolutely
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do that. In the GitHub repository that I shared
with you at the beginning of this presentation,
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I include a translations.json file. And within
that translations.json file, you will find, uh,
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this type of information: hostedContent and
then, uh, these different types of sections,
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which include modals, toast messages, error
messages, um, pretty much anything that is related
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to Hosted Saved Rows altogether. And you can use
that information to override the default text with
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your own text. So in this simple example, I use
translations within the Beefree configuration,
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and instead of saying "Save row," I want the
top to say "Hello row," and instead of the
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default text for the title, I want it to say
"Enjoy your new saved row." When I save this
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and I navigate back to my Builder and I
click on the save icon, I'll be redirected
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to a modal with the uh, text that I put in the
Beefree config to override the default text.
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And if we want to take the customization one
step further, we can also change the font and
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the coloring of the modal. In this example, I'm
going to navigate back to the developer console,
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click on application defaults, and oops, not
application defaults, application details,
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click on application details and then themes.
And I'm going to enable a theme. So here we see
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the default theme that we're working with right
now, and what we're going to do is we can use any
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of these three other options, or we can scroll
down and define the colors, fonts, and so on,
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uh, in terms of styles that we want to use. But
if we select this theme just to make it quick,
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and we update the theme and we save it, and when
we navigate back to the Builder and reload here,
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we should now get a new look and feel when
we open up the Hosted Saved Rows modal. Okay,
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so now we have a new text, we also have new
font, and we also have a new color over here.
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So we're really able to customize
that experience of Hosted Saved Rows,
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just like how we're able to customize other
things within the Beefree SDK ecosystem.
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And the last thing I'll talk about is how you
can actually, let me just make sure that this
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is good to go over here, uh, all right.
So the last thing I'll talk about today
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is how you can actually use your Hosted
Saved Rows. And the Hosted Saved Rows,
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just like any other row, can be transformed in
terms of uh, Beefree JSON into other formats. So
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it is also compatible with exporting plain
text, exporting HTML, exporting to a PDF,
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and exporting to an image. So if we were to
take one of our Hosted Saved Rows here, add it,
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now we know our new row is here, save this design,
we automatically get the entire template JSON in
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here, and we can click "Export Plain Text," and
we should be able to see the plain text. I know
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this screen is a bit small, so you can also follow
along in the um, in the GitHub repository there,
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a larger environment that you can use. But for
the purposes of this demo, I'll just show you here
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the plain text appeared. You can see the plain
text for not only the hosted row but the entire
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template. You can do the same thing by exporting
HTML and click that button. Maybe your end users
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want to export the HTML. If I take the HTML
actually, and I copy this all, I'm just going to
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and over here copy and click here and type paste.
I can also do "Export PDF." So let's see what uh,
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PDF looks like. You can see, yeah, my Hosted
Saved Row is included in there. And then the very
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last thing I'll do is click the "Export Image"
option, and then I can see, yep, the Hosted Saved
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Row transformed perfectly into an image, and it
integrates seamlessly with the rest of my design.
0:20:03.640,0:20:09.440
So that's Hosted Saved Rows in a nutshell. We
talked about how you can implement the feature,
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how you can go ahead and interact with all of
the different types of customizations within
0:20:16.360,0:20:23.800
Beefree SDK. If you're interested in um, the type
of experience that I created here too with these
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four buttons, I can include a separate GitHub
repository link in here where you can just copy
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and paste the code um, into Glitch and use that
as a server for these um, four export options. Uh,
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thank you so much and Kyle, I think we're ready
to open it up for questions if folks have any.
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Great. So I do see one uh, question in the chat
here about what happens to a saved row if part
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of that category is deleted. Um, I don't,
I'm not sure I have the full context here,
0:20:58.720,0:21:03.800
but uh, to answer what I think the question
is, uh, essentially, if you delete a category,
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the rows inside that category will be deleted
as well, uh, and they won't be accessible
0:21:08.120,0:21:13.080
anymore. Um, but if the hosted rows are used
inside a specific design, there will be no
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effect on that. So I would suggest if you're
going to delete a row or delete a category,
0:21:17.640,0:21:24.640
move that row to a separate category first so you
don't lose that data. Um, yeah, if anybody else
0:21:24.640,0:21:37.720
has questions, feel free to put them in the uh,
questions tab down the bottom right. Let's see.
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I'll take a quick look. Um, I see a question about
forms: "We would like to use form elements in the
0:21:54.480,0:22:01.160
landing page feature as a standalone feature
to build and deploy uh, forms on your website.
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Is this possible?" And then, so my understanding
of rows is that they integrate as an additional
0:22:13.160,0:22:20.040
content block that you can add to your landing
page. So if you're building a landing page within
0:22:20.040,0:22:26.960
the Beefree Builder and you drag and drop the form
content block onto the landing page stage, that
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form will uh, be integrated in there, and when
you export it, then you can go ahead and create
0:22:36.280,0:22:45.200
your own um, your own landing page with the form
in there. I mean, I think it would be up to you
0:22:45.840,0:22:50.440
how you want to customize the landing page, but
the form functions as a portion of that landing
0:22:50.440,0:22:58.440
page. And I hope that answers your question. If it
doesn't answer your question, please let me know,
0:22:59.360,0:23:03.120
and we can talk about it some more.
I'll also leave my contact information,
0:23:03.120,0:23:07.960
so if folks want to email me after this
webinar, you can absolutely email me,
0:23:07.960,0:23:15.240
and we can follow up with more answers to your
questions. Um, okay, I see one about AI here:
0:23:15.240,0:23:20.640
"We are evaluating the AI features in Beefree
SDK, but are concerned about costs and data
0:23:20.640,0:23:28.440
privacy. That's a really great question. And is
it possible for users to integrate their own chat
0:23:28.960,0:23:37.160
API key instead of using a shared AI service?"
Oh, I see you already answered, Kyle. We also do
0:23:37.160,0:23:42.520
have the Trust Center, um, and in the new Trust
Center, we talk a little bit more about this,
0:23:42.520,0:23:49.920
where you can reference more resources around
um, the data security and privacy best practices
0:23:49.920,0:23:55.560
that we use here at Beefree SDK. It's also
linked at the very end of the docs page,
0:23:55.560,0:24:03.640
but just for easy reference, I will
share the link within the chat too.
0:24:03.640,0:24:09.400
And Alex, just to touch on the cost piece as
well, um, we do have some tools that you can
0:24:09.400,0:24:15.160
use to mitigate cost in this matter. You
can limit tokens by user, uh, a lot of,
0:24:15.160,0:24:19.120
you know, individual things to help,
you know, manage those costs. So, uh,
0:24:19.120,0:24:26.720
happy to talk after this call. Feel free to shoot
me an email, we can talk more deeply about it.
0:24:26.720,0:24:40.200
And let's take a quick look at the other
questions. Oh, I think that covers all
0:24:40.200,0:24:46.720
the questions. Did anyone else have any
other questions, anything else you'd like
0:24:46.720,0:24:58.320
to know about Hosted Saved Rows or any
Beefree SDK functionality in general?
0:25:05.720,0:25:28.320
Thank you, Jeff, for being here. We
appreciate it. Give it another minute here.
0:25:48.320,0:26:02.240
Okay, we've got some more questions coming
in. Oh, okay, I see a question here, um,
0:26:02.240,0:26:07.480
about: "Are there any recommended ways
of providing default rows or templates
0:26:07.480,0:26:13.960
in Beefree?" So you can absolutely provide
your end users with the default rows. Um,
0:26:13.960,0:26:20.400
they can either be default rows that we have
available, um, there's actually a Boolean called
0:26:20.400,0:26:26.600
defaultRows that you can set to true within the
Beefree configuration, and that'll activate our
0:26:26.600,0:26:32.240
default rows. But if you're more interested in
your own that you created and built, you can use
0:26:32.240,0:26:39.200
the custom rows feature and provide your end users
with access to the custom rows that you built um,
0:26:39.200,0:26:45.360
whenever they load the Beefree SDK Builder.
Uh, I'll provide links to both of those,
0:26:45.360,0:26:51.520
the Boolean and also custom rows, in the chat that
way you can read a little bit more about it and
0:26:51.520,0:26:58.240
experiment with those two features. But that would
be our custom rows and default rows offering.
0:27:14.200,0:27:28.160
I'll go ahead and get those links
very quickly. Yeah, let's see.
0:27:32.560,0:27:51.840
And I'll add this in the chat. Um, and then I'll
also share my email in the chat. I think you can
0:27:51.840,0:27:57.320
reach out to me, and I'll make sure that you
get uh, in contact with the right person to
0:27:57.320,0:28:04.720
help you out for any AI related inquiries.
And let me see, was there another question
0:28:04.720,0:28:11.840
in here? I may have missed it, but, "Is there
any way to limit the number of saved rows that
0:28:11.840,0:28:18.840
can be created? Uh, for example, ensure that
someone doesn't create a thousand rows?" Yeah,
0:28:18.840,0:28:31.840
so that's an excellent question. I know,
um, that's an excellent question. Let me
0:28:31.840,0:28:38.080
do some additional research. I know that we can
create a maximum of how many rows are displayed,
0:28:38.080,0:28:49.200
but I don't know if we actually limit
the number of rows a person can create,
0:28:49.200,0:28:58.040
but I'd be happy to follow up with
you on that after this presentation.
0:29:00.600,0:29:06.760
And then I think I saw another question about
self-hosted saved rows. Let me take a quick
0:29:06.760,0:29:15.000
look. Where was that question? "Do you have
more documentation?" Yes, so I will share a
0:29:15.000,0:29:28.200
link in the chat here so that way you can
take a look at that. We also in GitHub,
0:29:28.200,0:29:34.640
we have um, some sample code that you can
reference with a simple integration or
0:29:34.640,0:29:44.160
implementation of self-hosted saved
rows. So I'll include that here.
0:29:44.160,0:30:03.280
Okay. Alright, looks like we, we may be at
time here, but if anybody has other questions,
0:30:03.280,0:30:07.080
feel free to follow up with us after this webinar,
0:30:07.080,0:30:11.680
and we're happy to help in any way we can.
Uh, thank you all so much for joining!
0:30:11.680,0:30:21.160
Yeah, thank you, everyone! Have a
great one! Enjoy the rest of your day!
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