About Cards

Cards display on the Home page and link to the card and to content pages associated with the card. A card acts as a container for similar content; much in the same way a folder acts as a container for similar files. For example: You can create a Retirement card that includes content pages for Retirement Plans and a Retirement Calculator.

On the Home page, the card image, title and See All text link to the card summary. Links with icons, go to the associated content page. Only the top five content pages on the card summary display in the card on the Home page. You can reorder the content on the card from the card summary.

Custom cards also display in the left navigation.

Card Types

You add cards to your site from the Home page. The steps for adding a card differ based on the card type and if you are adding an existing card from the content library or copying a card from the library.

There are four types of cards:

• Custom – a card where the content and design is custom to your needs.

• Newsfeed – a newsfeed card displays articles distributed via an RSS feed.

• Benefit Plan – this card displays your benefit plans. If your organization has a BenefitPoint account, you can integrate with and display your BenefitPoint plans. You can also create a custom benefit plan.

• App cards – if you activate an app via the Admin dashboard, a card displays providing users access to the app.

Once a card is added, it is not visible to the user until you make the card active. You can also make the card public, which allows the card and content to be viewed by guest users without logging in. These toggles are located in the Card header.

Edit a Card

The Card Summary includes a header and content page or file/link sections.

To edit a card:

1. Click on the card header or See All to view the card.
   
   
   The Card displays.
   
   
   

2. Click Edit. You can now make changes to the card.
   
   
   

3. Click Add Image to change the image. See Change Image

4. You can edit the Title.

5. Click on the Activate Custom Card toggle to make the card viewable to users (on) or to hide the card from users (off).

6. Click on the Make Content Public toggle to make the card viewable to both guest and logged in users (on) or to make the card viewable to only users who log in (off).

7. Click Order Content to change the order of the content pages on the card. The change order screen displays.
   
   
   Drag and drop the pages to the order needed and then click Save.

8. You can delete a content page from the card by clicking the X in the upper right corner of the content page. This deletes the content page from the card; however, it is still saved in the Content Library.

9. When you are done making changes to the card, click Save.

10. To return the card to read-only, click Done.