🔎 In This Article
What Are Experiences?
Experiences are curated, modular configurations that define what a client or prospect sees and receives in the app. They replace the old template system with a more flexible, scalable structure designed to grow with your firm and adapt to each client’s needs.
Each Experience includes three key templates:
A Resource Template: Defines the full library of resources available to the client.
A Featured Resource Template: A curated set of resources pinned to the client’s homepage.
A Card Template: Determines the personalized card carousel the client sees — including integrations.
Experiences do not include Campaigns or Teams — but when you assign an Experience to a client, you’ll also choose a Team (who owns the relationship) and optionally assign a Campaign (a sequenced client journey like onboarding or education).
Why It Matters
Experiences allow you to:
Deliver the right content and tools to each client or prospect.
Maintain consistency across your book of business while still allowing for customization.
Make centralized updates that cascade to all clients assigned to that Experience.
Streamline how your firm onboards, engages, and supports clients through standardized configurations.
Think of It Like This:
If your client’s app is the “stage,” the Experience is the “set design” — what’s in place and ready. Then, as you bring clients into the experience, you assign the “cast and script”: the Team that supports them, and the optional Campaign that guides them.
Why We Replaced Advisor Templates
The previous approach used separate Advisor Templates for onboarding, cards, resources, and more. While this offered flexibility, it often required duplicate effort when making updates across the system.
Experiences were introduced to streamline configuration, reduce repetitive work, and offer a more unified way to deliver consistent, personalized experiences — all while keeping the flexibility firms value.
What Changed
Experiences consolidate three core templates into one modular configuration:
Resource Template
Featured Resources
Card Template
Previously, Resource Templates, Featured Resources, and Card Templates existed separately within each Advisor Template and had to be updated individually for every template.
Now, we’ve shifted from managing multiple disconnected templates to a unified Experience that applies these components consistently across the entire firm—no matter which team is assigned. This change streamlines updates, so when you modify an Experience element, it cascades firm-wide without needing to adjust each Advisor Template separately.
When you assign an Experience, you’ll also:
Choose the Team responsible for the relationship
Optionally assign a Campaign, like an onboarding journey
Why It’s Better
Fewer moving parts: You no longer need to manually match templates one by one.
Easier to update: Changes to a template (like the Card Template) cascade to all assigned clients.
Greater consistency: Every client assigned to the same Experience receives the same content and tools, despite their Team assignment.
Built to scale: Designed to handle increasing complexity effortlessly, this system supports your firm’s growth—whether onboarding 10 clients or 10,000—without sacrificing flexibility or control.
Key Elements of an Experience
An Experience is composed of three foundational templates that define the client’s app experience:
The Card Template controls the interactive cards clients see—such as shortcuts, data integrations, and custom links. It determines which cards appear, their sequence, and content, enabling personalized and actionable client engagement.
To add or manage Card Templates:
Click the Settings icon in the top menu, then select Card Templates under the Manage Experiences section.
This template contains the full library of resources—documents, videos, links, and tools—that clients can access. It serves as the comprehensive content foundation aligned with your firm’s service model.
To add or manage Resource Templates:
Click the Settings icon in the top menu, then select Resource Templates under the Manage Experiences section.
This template selects and highlights specific resources to feature prominently on the client’s homepage, directing client focus to the most relevant or timely content.
To add or manage Featured Resource Templates:
Click the Settings icon in the top menu, then select Featured Resource Templates under the Manage Experiences section.
Together, these three templates form a cohesive Experience that delivers relevant content, actions, and tools—crafted for your firm’s unique service model, but consistent across your client base.
Experience Design
An Experience is crafted by combining three core templates—Resource Template, Featured Resource Template, and Card Template. These reusable building blocks can be mixed and matched to design Experiences that reflect your firm’s unique approach and client segmentation.
Create an Experience
Click the Settings icon in the top menu.
Click Experiences.
Click Add.
Give the Experience a Name and Description (not client facing).
Select the appropriate Card Template, Resource Template, and Featured Resource Template that will make up the experience.
Click Save.
💡 TIP: You must select at least ONE template to create an experience. The other two templates can be left unselected.
Design Options to Consider
Universal Experience: One Experience assigned to all clients, delivering a consistent baseline of resources, featured content, and cards.
Segmented Experiences
Different Experiences tailored by client groups, such as:
Client personas (e.g., young professionals, retirees)
Life stages (e.g., onboarding, wealth accumulation, estate planning)
Service tiers (e.g., basic, premium)
Prospect Experience
A distinct Experience designed specifically for prospects, focusing on introductory content, educational resources, and easy-to-access information that nurtures interest and guides them toward becoming clients.
Experience Assignment Flow (For the First Time)
Assigning an Experience to a client is a straightforward but critical process that sets the foundation for their entire journey within the platform. You can assign Experiences one at a time or in bulk—making it easy to onboard individual clients or entire segments at once.
Select the Experience
Choose the appropriate Experience based on the client’s segment, life stage, or firm strategy. This Experience bundles the Resource Template, Featured Resource Template, and Card Template into a unified client-facing experience.
Assign the Team
Select the Team responsible for managing the client relationship. The assigned team
determines who will receive notifications and manage ongoing client interactions.
Optionally Add a Campaign
If applicable, assign a Campaign to automate sequences like onboarding journeys, educational drip campaigns, or milestone-based communications.
Confirm and Activate
Review your selections and confirm the assignment. The client’s Experience will be ready and waiting—content, cards, and any assigned campaigns will activate as soon as they log in.
Go to Contacts.
Click Bulk Actions button.
Click Assign Experience.
If you are an Admin, select the Primary Advisor who you'd like to make assignments to.
If you are an Advisor, you will see your Contacts who are not yet assigned.
Filter by Client or Prospect Contact Type.
Use the checkboxes to select individual contacts, or use the top checkbox to select all contacts in bulk.
Click Next Step.
Use the dropdown menu to select the appropriate Experience.
Use the dropdown menu to select the appropriate Team.
To assign an Onboarding Campaign, simply enable the toggle.
Use the dropdown menu to select the appropriate Campaign.
Click Assign to confirm the assignment (your contacts will not be notified)
Click Assign and Invite to confirm the assignment AND trigger an SMS and email invitation to join your firm's app experience.
How to Review Assigned Experiences
To manage and monitor client assignments efficiently, the Contact Module includes a “Review Experiences” button that gives you instant access to experience-related data.
Key Features
Filter and Sort Contacts: Use filters to quickly find clients based on assigned Experiences, individual experience elements (Resource, Featured Resource, or Card Templates), assigned Team, or specific Advisor.
Comprehensive Overview: Gain insight into which clients are receiving which Experiences, allowing you to identify patterns, gaps, or opportunities for updates.
Easy Navigation: The interface is designed for quick navigation, so you can drill down into individual client details or manage groups at scale.
You can also use the Advanced Filters to search for Clients or Prospects that have particular Experience elements, Teams, or Campaigns.
Making Experience Element Changes that Cascade
One of the biggest advantages of the Experience system is how updates to its core elements automatically cascade to all clients assigned that Experience.
What Can Be Changed?
You can update any of the three template elements that make up an Experience:
Resource Template (add, remove, or modify resources)
Featured Resource Template (change which resources are highlighted)
Card Template (adjust cards’ content, order, or presence)
The Cascade Effect
When you update any of these templates, the changes instantly roll out to every client assigned that Experience—across all teams and advisors. This eliminates the need to update individual client profiles or multiple templates separately.
Update an Experience Element (Card Templates, Resource Templates, or Featured Resource Templates)
Click the Settings icon in the Top Menu.
Click Card Templates, Resource Templates, or Featured Resource Templates.
Locate the Template you'd like to update.
Click the Actions button.
Select Edit.
Make your desired updates.
Click Save Template.
Your changes will cascade to any client or prospect that has this Experience element assigned.
💡 TIP: Only the owner of a template can make updates. If a template is owned by your Admin, reach out to them directly to request any changes.
Update or Remove an Experience Assignment (in Bulk)
When managing client Experiences, it’s crucial to understand the difference between making changes to Experience elements and changing the Experience assigned to a client.
Element Changes vs. Experience Reassignment
Element Changes (to Resource, Featured Resource, or Card Templates) automatically cascade to all clients assigned that Experience. These updates are seamless and maintain consistency without disrupting the client’s assigned Experience.
Reassigning or Removing an Experience is a significant action. It allows you to update any or all elements of the Experience — the Resource Template, Featured Resource Template, and Card Template. This can result in a full replacement of what the client sees, or simply a targeted update to one part of their experience.
⚠️ Before making changes, consider whether you just need to update an individual element instead of changing the entire Experience. Updating elements is often the better choice when you’re not looking to completely reset a client’s experience.
Bulk Reassignment or Removal
The platform supports bulk actions to reassign or remove Experiences from multiple clients at once, enabling efficient management at scale. Use this capability when:
Shifting clients to a new Experience that better fits their evolving needs
Removing an Experience if a client is no longer part of a program
Correcting initial assignment errors
Important Considerations
Bulk reassignment does not alter the templates within an Experience—it replaces the entire Experience.
Always review client impact before bulk reassigning or removing Experiences to avoid unintended disruptions.
When possible, prefer updating Experience elements to maintain continuity before opting for reassignment.
Update an Experience or Experience Element Assignment
Navigate to Contacts.
Click the Bulk Actions button.
Select Update Experience.
If you are an Admin, select the Primary Advisor who you'd like to make assignments to.
If you are an Advisor, you will see your Contacts.
Use the checkboxes to select individual contacts, or use the top checkbox to select all contacts in bulk.
Click Next Step.
Use the toggles to choose which Experience elements you want to update for the selected contacts.
Use the dropdown menus to select the new Experience element, Team, or Campaign to apply.
Click Save to confirm your changes.
Assign/Update Experiences at the Individual Level
On the Contact Summary Page, you can manage client Experiences with granular control—but with important limits:
You cannot change the entire Experience assigned to a client individually.
You can update individual Experience elements—such as Resource Templates, Featured Resource Templates, or Card Templates—for that specific client, allowing personalized tweaks without affecting others.
You can also update the assigned Team or Campaign to better align with the client’s current needs.
This approach lets you customize client interactions on a case-by-case basis while maintaining consistency across your firm’s overall Experience structure.
Go to Contacts.
Search for your desired Contact.
Click their name.
Click Experiences in the Top Menu.
Choose a new Experience element or Campaign using the dropdown menus.
Click the Save icon.
This change will only apply to this individual contact.
Ways Firms Are Using Experiences
Experiences are built from three key elements—Resource Templates, Featured Resource Templates, and Card Templates. Here’s how firms creatively use each element to tailor client journeys:
Segment by Client Persona or Lifecycle
Resource Templates: Provide tailored educational content for different segments—like foundational guides for young professionals or estate planning resources for retirees.
Card Templates: Customize cards that highlight relevant actions, such as retirement calculators for retirees or budgeting shortcuts for younger clients.
Seasonal and Thematic Updates
Featured Resource Templates: Rotate these quarterly or seasonally—like a Tax Season template with checklists and reminders that update automatically for all assigned clients.
Service Tier Differentiation
Resource Templates: Scale the depth and complexity of resources, from basic guides for entry-level clients to advanced investment insights for premium tiers.
Card Templates: Unlock exclusive cards for premium clients, like access to private webinars or priority scheduling.
Featured Resource Templates: Highlight tier-specific featured resources, such as special reports or newsletters.
What Clients See
Clients see exactly what you prescribe through the assigned Experience. There’s no guesswork or customization required on their end—just a streamlined, intentional experience that reflects the elements you’ve chosen.
You control:
What Resources appear in the app (via the Resource Template)
Which Resource Items are featured on their home screen (via the Featured Resource Template)
What actions and insights are available in the Card carousel (via the Card Template)
Which advisor or team they’re connected to (via the Team)
What onboarding or engagement interaction flow (Posts, Reminders, Action Items, Messages) they receive (via the optional Campaign)
Each element maps directly to a specific area in the client app.