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  4. Homepage Cards

Homepage Cards

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Homepage Cards

Homepage cards are created and managed in the Basic Console. Homepage cards allow you to communicate critical information to your entire organization as well as information related to the user’s selected building.

When a user signs in to the app, they can have quick access to urgent alerts, information about benefits, local services and restaurants, nearby transportation, other apps and more.

Template types

Static cards Templates help you create cards with information for your entire portfolio or for specific buildings and access groups.
Dynamic cards Your implementation team may set up cards during your implementation that tie into other applications or data.
Feature cards The app includes standard cards configured to features, such as Room or Desk booking.

HomepageCardTypes.jpg

Best practices

Homepage cards serve as an entry point to other information and should include just enough detail to convey the subject. Content that addresses the following questions tends to be most effective.

  • What is the most important information to convey?

  • What information changes most frequently?

  • What information is handy to have quick access to and difficult to find elsewhere?

Content Checklist

Create local content: The best homepage cards provide up-to-date information about the location and local services that employees rely on throughout their workdays, such as transit, parking, cafe menus, etc.

  • Be concise: Try to limit static cards to three to five, so they’ll complement other feature cards without being overlooked. Also see Card Template Specifications for character counts.
  • Update cards regularly: Keep employees interested and informed about the latest updates in their workplace. If updates are consistent, users will get in the habit of checking for new information.
  • Keep urgent cards at the top: Move cards with the most important content to the top and keep the least important content at the bottom. You can also use the Alert Card functionto pin one card to the top of the homepage.
  • Cover the basics
    • Alert card – At the top: Important announcements and information all employees should know.
    • Office news – Communicate timely information that is important to people coming into the office, like changes to procedures, facilities, amenities, or services.
    • Building (or campus) information – Highlight key campus or building information.
    • Local menus – Share a link to menus at food spots in the area or cafeterias within your organization. These cards tend to be the most popular.
    • Transportation – Link to a local transportation network.

Card template specifications

  Template

Image on top

HomeCardImageTop.jpg

Image on left or right

HomeCardImageLeft.jpg
Button Text
Use a short phrase as your call to action; text appears on the button that leads to a resource link.		 16 characters or less 16 characters or less
Content
Briefly describe the resource; you can include hours of operation, contact information, etc.		 130 characters or less 85 characters or less
Header
Use a few words to introduce the card’s subject; text appears in bold above the content. 		 19 characters or less 22 characters or less
Image
Select a high-quality image related to your resource; ratios must be exact to specifications.		 Width to height ratio: 2.6:1

Min: 304px width x 96px height
Max: 480px width x 152px height		 Width to height ratio: 1:1.34

136px width x 183px height

 

Cards Manager overview

In Basic Console - Desktop, go to Configurations > Select Portfolio/Building > Update
> Cards Manager


Example: Building Level Config > Cards Manager

HomeCardManagerOverview.jpg

Manage and create Portfolio-level cards

Portfolio-level Homepage Cards are created and managed in the Basic Console. They can be displayed in the app in one or more buildings, whereas building-level homepage cards are only available to a single location. Please be aware that Static Cards are the only template types that users can update; dynamic and feature cards are managed by the app implementation team.

Access

  • Global Admin, Super Client Admin, Client Admin, and Content Manager roles can access Portfolio cards.
  • The Portfolio Level Config > Cards Manager shows only Portfolio cards that the Console user has access to. For example, if a Console user has a building admin or content manager role for Sites A & B, they will only be able to see the Portfolio Cards that have been targeted to Site A or to Site B.

Create new Portfolio-level static cards

Portfolio-level static cards can be targeted to more than one in more than one building.

  1. In Basic Console - Desktop > Select Portfolio/Building > Update > Cards Manager > +Create new card
    The New Card page displays with steps to create the card.
    PortfolioHomeCard1.jpg
  2. Select layout. Choose one of the standard Templates or one of the previously Saved Templates. Template options include:
    • Hero-card-image-top
    • Hero-card-image-left
    • Hero-card-image-right
    • Custom template (HTML) – This template uses HTML code and requires technical, HTML skills. Only Global Admin or Super Client Admin users can create cards using this template.
      PortfolioCard2.jpg
  3. Add images. Select Image and upload your image.
    • Please be aware of defined Upload Specifications.
      • File type .PNG or .SVG
      • Image file size less than 5MB
      • Dimensions maximum 480w x152h px and minimum 304w x 96h px
    • The required size may vary depending on the layout selected; the image must exactly meet requirements.
    • To add an image that has already been used in another card, change the filename of the image before uploading.
      PortfolioHomeCard3.jpg
  4. Enter Card details. Enter content details for your card. Fields and character limits vary depending on the template selected. 
    Card Name Only your Admin users can see this title. Give the card a meaningful name that will help others understand what it is for.
    Header Headline that appears on your card. The character limit on this field varies depending on the chosen layout.
    Button Text Enter a brief call to action in the field. The button has a character limit of 16 characters.
    Content Enter a short message. The character limit on this field varies depending on the chosen layout. See the specifications details below.
    Button Link
    This field can handle a website URL, email address, or a click-to-call telephone number.
    • Website URL
      When entering a URL, include the protocol "https" or "http".
      Example – https://website.com/
    • Email address
      When entering an email, enter "mailto:" and then the email address. Example – mailto:info@enlightedinc.com
    • Telephone number
      When entering a telephone number, enter "tel:" and then include the full international prefix to ensure that it works outside the call origin country. Do not include any spaces or dashes.
      Example – tel: +12015550111.
    PortfolioHomeCard4.jpg

  5. Preview the card before saving.
    • Global Admin and Super Client Admin roles can select the Save Card as a template checkbox if you want to save it as a template. The card will be available to other Console users within the same organization via the Saved Templates tab of the template library.
  6. Click Save card.
    PortfolioHomeCard5.jpg
    • The card is saved in Visible Cards and displays on the app.
      Proceed to the next step to assign Targeted Sites.
  7. After a Portfolio-level static card is created and saved, it must be targeted to one or more sites.
    Users can select sites for any buildings they have access to.
    Click Target Sites.
  8. Select the checkboxes for sites where you want to display the card.
    PortfolioHomeCard6.jpg

Manage and create Building-level cards

Building-level cards are created and managed in the Basic Console. They are available to an individual building and are seen by users who have access to that specific building. (Portfolio-level cards can be displayed in the app in one or more buildings.)

Please be aware that Static Cards are the only template types that users can update; dynamic and feature cards are managed by the app. 

Console users also can set an alert card for each building. Alert cards remain pinned to the top of the homepage cards displayed on the app.

Access

Global Admin, Super Client Admin, Client Admin, and Content Manager roles can access
Building-level cards for the buildings they have access to.

Create new Building-level static cards

mceclip0.pngIf you want to create a static card that can be used in more than one building, please create a Portfolio-level static card.

  1. In Basic Console - Desktop > Select Portfolio/Building > Update > Cards Manager >  +Create New Card
    BldgHomePageCards.jpg

    The New Card page displays steps to create the card.
    PortfolioHomeCard1.jpg
  2. Select layout. Choose one of the standard Templates or one of the previously Saved Templates. Template options include:
    • Hero-card-image-top
    • Hero-card-image-left
    • Hero-card-image-right
    • Custom template (HTML) – This template uses HTML code and requires technical, HTML skills. Only Global Admin or Super Client Admin users can create cards using this template.
      PortfolioCard2.jpg
  3. Add images. Select Image and upload your image.
    • Please be aware of defined Upload Specifications.
      • File type .PNG or .SVG
      • Image file size less than 5MB
      • Dimensions maximum 480w x152h px and minimum 304w x 96h px
    • The required size may vary depending on the layout selected; the image must exactly meet requirements.
    • To add an image that has already been used in another card, change the filename of the image before uploading.
      PortfolioHomeCard3.jpg
  4. Enter Card details. Enter content details for your card. Fields and character limits vary depending on the template selected. 
    Card Name Only your Admin users can see this title. Give the card a meaningful name that will help others understand what it is for.
    Header Headline that appears on your card. The character limit on this field varies depending on the chosen layout.
    Button Text Enter a brief call to action in the field. The button has a character limit of 16 characters.
    Content Enter a short message. The character limit on this field varies depending on the chosen layout. See the specifications details below.
    Button Link
    This field can handle a website URL, email address, or a click-to-call telephone number.
    • Website URL
      When entering a URL, include the protocol "https" or "http".
      Example – https://website.com/
    • Email address
      When entering an email, enter "mailto:" and then the email address. Example – mailto:info@enlightedinc.com
    • Telephone number
      When entering a telephone number, enter "tel:" and then include the full international prefix to ensure that it works outside the call origin country. Do not include any spaces or dashes.
      Example – tel: +12015550111.
    PortfolioHomeCard4.jpg

  5. Preview the card before saving.
    • Global Admin and Super Client Admin roles can select the Save Card as a template checkbox if you want to save it as a template. The card will be available to other Console users within the same organization via the Saved Templates tab of the template library.
  6. Click Save card.
    PortfolioHomeCard5.jpg

mceclip0.png If the Visible Cards section has reached the maximum number of cards, the new card will automatically move to the Card Catalog section. To make the card visible, rearrange the cards so the new card will fit in the Visible Cards section.

 

Create Alert cards

Console users can set an alert card for each building. Alert cards remain pinned to the top of the homepage cards displayed on the app.

  1. To set an alert card, click and drag a card to the first spot in the Visible Cards section.
    • If another card is already in the first position with the toggle turned on, you will not be able to move a new card to that spot. Switch the toggle to OFF.
  2. Click the toggle to ON.

HomePageCardAlert.jpg

Save Homepage Card templates

Templates for Homepage Cards are created and managed in the Basic Console.

  • Admin Console users can provide standard content for Homepage Cards by creating pre-formatted cards and storing them as Saved Templates in the template library.
  • Other Console users in the organization can use the templates to create new cards that have a consistent look while still allowing for customization.

  • Access: Admin users with Global Admin or Super Client Admin roles can save templates.

HomepageCardSavedTemplates.jpg

  1. To create a Saved Template, follow the steps to create a new Portfolio-level card or new Building-level card.
  2. On the last step, before clicking Save, select the Save as templatecheckbox.

HomepageCardSavedTemplates2.jpg