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Edit a Current Card Template – Your Changes Cascade!
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 Templates can be assigned in two ways: as part of an Experience or directly at the individual contact level. When included in an Experience, the template helps deliver a consistent and scalable client experience. Alternatively, assigning a Card Template at the contact level allows for more tailored, one-to-one customization when needed.
Card Carousel Set Up
Cards
A Card is an interactive element displayed in the app’s 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).
‼ 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.
Card Templates
A Card Template is a predefined arrangement of cards that determines which cards appear in a client’s 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 Cards
Go to the Settings icon in the Top Menu.
Click Manage Cards.
Click Add Card.
Select the Card type (Shortcut or Custom)
If Shortcut–select what in-app module the Card should direct your client to.
if Custom–insert URL and indicate if each user requires a unique URL.
Give the Card a title. (non-client facing)
Input an image.
Click Save.
This Card will now be available during Card Template builds.
Create and Sequence a Card Template
Create a New Card Template
Click the Settings icon in the Top Menu.
Click Card Templates.
Click the Add button.
Give it a Title.
Click Start Adding Cards.
Toggle On Cards you want to put in your Card Template.
Click dd ACard if you want to create a new shortcut or custom Card.
Click Save Template.
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.
Edit a Current Card Template
When you update a Card Template, those changes will now automatically cascade to all clients who have that template assigned. Any edits to the template (such as reordering cards, adding new ones, or removing outdated cards) will be reflected in the app experience for all applicable clients in real time.
Next to any Card Templates you created, click the Actions dropdown to manage or modify them.
‼ NOTE: You can only View Card Templates that you did not create. Owners can edit Card Templates.
Click Actions dropdown menu.
Click Edit, View, Delete, or Set Sequence.
Edit – Update the cards available in the template.
Set Sequence – Adjust the order of cards in the Card Carousel.
View – Preview the template as it currently appears.
Delete – Remove this Card Template from your back office.View a Previously Created Card Template
You can view Card Templates created by other Advisors or Admins, but you cannot edit them or adjust their card sequence.
Connect a Card Template to an Experience
Go to the Settings icon in the Top Menu.
Click Experiences.
To create a new Experience click Add.
To edit a previously created Experience, click the Actions button, then click Edit. You can only edit Templates you own.
Use the drop down menu to select the desired Card Template and Save.
Important Note on Changing Card Templates in an Experience
Updating the Card Template within an Experience does not automatically update the Card Template for contacts who were previously assigned that Experience.
Any changes you make will only apply to new Experience assignments going forward.
If you want to update the Card Template for contacts who have already been assigned the Experience, you’ll need to update their Experience. This ensures that they receive the most current version of the Card Template.
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Update an Assigned Card Template in Bulk
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.
Click Contacts in the Navigation Menu.
Click Bulk Actions.
Click Update Experience.
Use the search bar to find the desired contacts. To select in bulk, click the checkbox at the top of the list. You can also check the individual boxes next to each contact as needed.
Toggle on Do you want to update card template?
Use the Drop Down Menu to select your desired Card Template.
Click Update.
This Card Template will now be applied to all the selected Contacts.
Assign Cards and User Specific Links at the Individual Contact Level
Toggle specific Cards on or off within the assigned Card Template.
Assign a different Card Template instead of the initial Experience assignment.
Input a User-Specific Link for a Card.
Click Contacts.
Select the desired Contact.
Navigate to Experience in the Contact Summary Page.
Toggle desired cards on/off.
Or Remove the Default Card Template.
And assign your desired Card Template from the dropdown.
Toggle desired cards on/off.