Make sure your Bot that you want to configure is 'Active'.
On your Dashboard, you can see the list of all your Bots. Make sure that every Bot is active. If you see that any of the Bots are 'Inactive' you can always activate them.
Select the Bot that you want to activate and press the 'Settings' icon.
You will be forwarded to the Configurations Menu. You can activate the bot from here.
If your Bot is active press the 'Settings' icon for the selected Bot and go to the Configurations Menu press 'Sections' Icon. It opens a Drop down menu where you can configure your Bot. Click 'Interest rates'.
(Optional) Configure the rates manually
We can start by configuring the rates manually. Follow the directions in this Guide. You can have as many terms as you offer.
Configure the rates to update automatically
Step1. Copy a special Template (below) for the product/Bot you are working on and insert the code into the 'Instructions' field of the Bot you want to configure. Use the table below as a reference whenever you need to see how to configure the rates for each product.
Keep in mind that you will need to change everything that is Bold.
Note: if you already have the rates configured manually, you just need to insert a line
visit 'https://www.yourwebsite.org/loans/rates'
to the 'Instructions' field as a second line.
Make sure to replace the URL from the example above with the actual URL on your website where your rates are.
Templates for different products
| 1. Auto |
strategy :mechanize |
| 2. Mortgage & Home Equity |
strategy :mechanize |
| 3. HELOC | strategy :mechanize visit 'https://www.yourwebsite.org/loans/rates' grab 'heloc_variable:10yrdraw:15yrrepayment', '4.50' |
| 4. Credit Card |
strategy :mechanize |
| 5. Credit Card Promotion | strategy :mechanize visit 'https://www.yourwebsite.org/loans/rates' grab '12months:0-6term', '1.99' grab '12months:7-12term', '9.99' |
| 6. Certificate of Deposit | strategy :mechanize visit 'https://www.yourwebsite.org/savings/rates' grab 'cd:6months:2500-9999.99balance', '1.00' grab 'cd:12months', '1.50' grab 'cd:24months', '1.75' grab 'cd:36months', '1.85' |
| 7. Checking, Savings & Money Market Accounts | strategy :mechanize visit 'https://www.yourwebsite.org/savings/rates' grab '0+balance', '0.20' |
| 8. Tiered Checking, Savings & Money Market Accounts | strategy :mechanize visit 'https://www.yourwebsite.org/savings/rates' grab 'deposit:2500-9999.99balance', '0.20' grab 'deposit:10000-24999.99balance', '0.25' grab 'deposit:25000+balance', '0.30' |
Keep track of the quotation marks, they can be tricky. Please note '' and ‘’ are different symbols. Don’t let any of those ‘’ slip through the cracks.
Adjust the rates and terms so that they accurately represent what your credit union offers.
Step 2. Get the path to your rates page
Get the URL for the webpage with the rates and replace the URL from the template.
| visit 'https://www.yourwebsite.org/savings/rates' |
Now, go to the page with the rates. For this example, we will be looking at the auto loan rates presented in a form of a table.
Note: All the following steps are performed in Google Chrome. The same steps can be easily performed in other Browsers but we advise to use Google Chrome.
Step 3. Inspect
Right-click the first rate value you wish to configure and then click ‘Inspect’. You will see the Inspector interfacing opening on the bottom of the screen.
Note: Make sure to activate the Developer Tools in Chrome if you don’t see the ‘Inspect’ option. Here is a quick guide that will help you to turn it on.
Step 4. Get the XPath
You will see the HTML element holding the rate value highlighted on the inspector window. You will also see the rate highlighted on your webpage.
Right-click the HTML element highlighted in blue and select ‘Copy’ -> ‘Copy XPath’ to copy the path to the rate value within the webpage. The Bot needs this XPath to find the rate value on the page.
Later, the Shastic Bot will be checking this path every 4 hours to see if the rate changed.
Step 5. Insert the Xpath
Replace the rate with the XPath to the rate that you just copied.
Replace all the other rates with the path to their specific rates and click ‘Save’.
Important: Make sure that the quotation marks are still there.
'//*[@id="Content1Placeholder_T56351E0F011_Col01"]/div[2]/div/table/tbody/tr[2]/td[3]'
If you have done everything correctly, you will see a green notification.
You will also see that the rates appeared in the table above ‘Instructions’.
If the notification is red, please verify the syntax, pay special attention at the special symbols. (/',":)
If you are still having troubles configuring the rates, you can place a ticket for us using this link. Please provide the number of the Bot and our team will help you.
Next step. Configure your Bot:
How to configure 'Apply now' links?
To see the Implementation Guide from Start to Finish go here
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