Using Raysly with Magento

This guide is for installers who have installed the Raysly module. If you have not, start with Install Raysly on Magento.

The "Get instant offer" form gives your visitors a tailored solar offer in minutes, and every enquiry lands in your Raysly lead pipeline, ready to follow up.

This connector is in beta. Raysly keeps issuing offers and invoices as it does today; invoicing pass-through stays off while the connector is in beta.

Where the offer form appears

• On product pages (the setting "Show on product pages") and on the order success page.
• On a CMS page: add the Raysly widget block to any CMS page.
• On the "Get instant offer" page: under Stores → Configuration → Raysly → Instant offer page, Enable the Get instant offer page (on by default) creates a CMS page get-instant-offer with the form in bare layout.
• The form shows no prices, grants or tariffs itself. All figures in offers come from Raysly.

The menu link

Under the same settings, Add Get instant offer to the main menu is off by default (per store view). You can set the Menu link text (plain text, up to 40 characters; empty means "Get instant offer" in the store language). Themes that do not render the standard top menu (some Hyvä or mega-menu modules) will not show it. The page is one CMS page for all store views, with its title in the default store language; edit it under Content → Pages for other titles.

Change how the form looks

The Raysly settings in the admin has the look settings for the form. Each value is checked when you save it and again when the page is built.

• Look of the form: match your theme (the default), use the look saved in your Raysly account, or the Raysly look.
• Raysly cookie notice: on by default. Turn it off if your store already asks visitors for cookie consent; the form then collects no consent, so Raysly analytics stay off.
• Page layout: "bare" (the default) shows only your logo or store name, a way back to the store and the form on the dedicated offer page; "theme" shows the form inside your theme. Product pages and the order confirmation always keep your theme.
• The bare layout applies only to a CMS page that embeds the widget. Product and order success pages always keep your theme.

Send checkout leads to Raysly (optional)

Lead sharing is off by default. Under Raysly settings → Lead bridge set Send leads to Raysly and I confirm a lawful basis for sharing to Yes. Customer opt-in is the default: after checkout the success page shows the button "Share my details with (your company) to receive a solar offer", and nothing is sent unless the customer clicks it. Alternatively choose Product categories to send orders that contain a product from the categories you pick. Until you confirm a lawful basis for sharing, nothing is sent. The leads land in your own Raysly account, and you are the data controller: Raysly processes them on your behalf, only on your instructions, under its data processing agreement.

• What is sent: name, e-mail, phone, billing address, company, language, your store address and the order number as a reference.
• What is never sent: payment data, order lines, totals and comments.
• One lead per order, so reloads and retries never create a duplicate. Checkout never waits for Raysly.

Link your products

The Sync my products to Raysly button makes a read-only integration in your store and hands its access token to Raysly. Raysly reads your products through your store's REST API. Only products are shared: never orders or customers. You can revoke the access at any time under System → Extensions → Integrations.

If the button reports that product sync is not available for your account yet, nothing was changed.

Disconnect or remove Raysly

• Disconnect revokes the key in Raysly and deletes it from the store.
• Leads already sent stay in your Raysly account.