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Coupa Success Portal

Homepage Design 101

Overview

In this article we will discuss the benefits of carefully displaying data on your homepage in order to drive buyer behavior and allow users to quickly get where they need to go.

The First temptation that a lot of Coupa Admins make is to put every piece of information you can think of on your Coupa homepage. The result is paragraphs and paragraphs and let's be honest, nobody reads it all. It's too cluttered and besides, your coworkers are busy. They don't have time to read it all.

What is a Coupa Admin to do? You have information that is important for the user but users won’t read your important announcements.

The alternative is to switch to an image based homepage which is clean and crisp and clearly identifies to the user their different options. Take a look at the difference this makes.

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Notice at the top of the homepage there is a section dedicated to communications between the Coupa Admin and their users: Getting Started and Ask a Question. Farther down, we have options to guides users to specific suppliers or commodities. You could consider include links to the following:

  1. New to Coupa System: This will explain what the user needs to do to setup their account. This would be great spot to tell them to select their default account code and/or default ship-to address.
  2. Questions: Clicking here will direct the user to “Ask the Expert” and allow them to ask a question or review previously answered questions.
  3. Policies: Clicking here will provide a user with the policy around using the Coupa system at your organization.
  4. Training: This link could show the user when your next training WebEx is scheduled. It could also be used to provide training videos. Some customers record a short video to walk users through the Coupa instance. Video topics could include: How to search, Add items to your cart, How to select an account code, How to build and schedule custom reports, and more.

One concept internal to the Coupa system that you could use is to link the above information is to create a policy within the Coupa system and then link back to that Policy on the homepage. Stay away from linking back to your intranet site except where it is necessary (Document library, links to an org chart, etc…). Keep the user within the Coupa environment instead of having them click back and forth between Coupa and your intranet site. Store your links to training videos on a Policy called Training Videos. This makes editing easier as your site matures.

Beyond the first section, you can use the next section to quickly show what commodities are available to your users. There are multiple options here:

  • You could provide an icon image of the supplier you want the users to select. Under the heading of OFFICE SUPPLIES you could show the Staples logo- or maybe the OfficeMax rubber band ball. This lets your users know that for Office Supplies they need to click the OfficeMax or Staples icon to go to their punch out site and shop or the image could link to a search result within your Coupa catalog.
  • You could provide a generic image of the commodity group and have the users click on it to go to a punch out site. For example, if the Commodity was office supplies you could show a picture of a ruler and scissors. This would be beneficial if you ever change suppliers, that way your users are not looking for a specific supplier and when you change suppliers and you can keep the old icon.

Step-by-Step Guide

First, go to Setup > Content Control > Homepage Content.

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Once in Homepage Content, you have a text editor to use so you can customize your homepage to fit your needs and to drive buyer behavior.

In order to maintain a crisp homepage look and feel, create a table and then load images and words within each cell of the table.

  1. To start, click the create a table button and make a table with 2 columns and 2 rows (you can add more rows and columns as needed).

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  1. Now, expand the table and click on the cell where you want to insert a picture and click on the insert image icon.

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  1. Paste the image URL and set the dimensions to 80 x 80. This will give you a clearly visible icon. You can always adjust the size later.

Remember that we are going for clear and crisp look, make sure all the images are the same size in order to maintain a consistent view.

Add all your images, making sure to save your progress as you go. Exit to the homepage and view your work throughout the process.

Make any adjustments necessary. If you have a strict firewall within your company make sure you don’t link to images that will not show up when on your network. For company icons the supplier’s homepage is the best place to get the image URL for their icon.

  1. Now for the tricky part, linking a punch out site or a catalog search to the image you just loaded. If you want to link a picture to a specific punch out site do NOT use the punch out URL listed under Setup, Punch out Sites. The URL you want to link to is the URL shown on the homepage under the Shop Online section. Go to the homepage and find the punch out site you want to link to (right-click on the icon and select Copy Link Address). This is the URL you want to link to the image on the homepage table you just created. Back under the Homepage Content section click on the link icon and paste the URL. Now you have linked the image to a punch out site.

You also have the ability to link to a specific search result within your homepage. For example if I wanted to link to a specific supplier who was only in our catalog I could type in that supplier’s name in the search bar and copy the URL. If you want to link to Supplier “ABC” the URL would be: https://{your_instance}.copuahost.com?search=ABC you can simply link this URL to the image in the table and send the users directly to a search result instead of making them search through multiple catalogs. Or if you have a specific preferred label that you want the user to review before going any where else, then create an image for that preferred content and link a search result of https://yourinstance.coupahost.com/u...arch=preferred.

Key Take-A-Ways

  1. Understand how your users interact with the system. Create a homepage that drives buyer behavior to your desired result.
  2. Stay away from linking back to your intranet site. Keep your users within the system, this will help make their experience an easy one.
  3. You can link to any URL that you need to. This means you can link to a punch out site or to a search result. Use this to your advantage. You could even link to a search result.
  4. Don’t write paragraphs to explain initiatives, use icons to link to important information.
  5. If you need any Half-time Adjustments contact your Solutions Manager or, if you don’t have a Solutions Manager, contact your CSM to talk about the Solutions Management program.
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