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Card Carousel Overview
The Card Carousel is the rotating display of cards within the app that provides clients with quick access to important information, actions, and external links.
It organizes and presents Integrations, Shortcuts, and Custom Cards, allowing firms to personalize the client experience. The carousel adapts based on assigned Card Templates, so contacts see relevant content as they navigate the app.
Card Carousel Set Up
Cards
A Card is an interactive element displayed in the appâs Card Carousel, providing key insights, actions, or links for clients. Cards serve as a streamlined way to surface important information and enable quick interactions.
Card Types
Integration Cards
Pull in personalized data from connected platforms (e.g., Wealthbox, Tamarac, Orion).
âź Note: Integration Cards are created on the backend with your firm's unique integrations.
Shortcut Cards
Enable quick in-app actions like referring a friend or sending a message.
Custom Cards
Direct users to external resources, such as scheduling links or firm-specific content.
Dynamic Cards
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A Dynamic Card is a single, reusable card that automatically displays the correct advisor-specific website, scheduling, or secure upload link for each client without duplication or manual upkeep.
Card Templates
A Card Template is a predefined arrangement of cards that determines which cards appear in a clientâs Card Carousel. It allows firms to standardize the client experience by organizing and sequencing cards based on their needs.
Firms can create multiple Card Templates to tailor experiences for different client segments.
Card Templates control which Integration, Shortcut, and Custom Cards are displayed.
Card Templates provide a standardized arrangement of cards, but they can also be customized at the individual Contact level for further personalization
By using Card Templates, firms can streamline content delivery and maintain consistency across their client base.
Card Template Sequence
Card Sequence refers to the order in which cards appear within a Card Carousel. The sequence determines how clients interact with their cards, ensuring that the most relevant information appears first.
Create and Sequence a Card Template
Create a New Card Template
Click Card Templates in the Navigation Menu.
Click Add Card Template.
Click Add Card Template button.
Give it a Title.
Click Start Adding Cards.
Toggle On Cards you want to put in your Card Template.
Click New Card if you want to create a new shortcut or custom Card.
Click Save.
Sequence a New Card Template
Click the Actions drop down on any Card Template you created.
Click Set Sequence.
Use the the X icon located under the Card to drag it to a new location.
Create your desired order.
Click Save.