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How to create a card for the Hello screen


Anindita Basu    Sonu Fakiha Feedback

Specify the cards that must be displayed on the Hello screen of the mobile app. Each of these cards are associated with a specific leads or partners module. Selecting only a few modules to display on the Hello screen is useful if you have several modules but not all of them need quick access or regular actions.

The following image shows a Hello screen with three module cards, namely, Agents/Brokers, Insureds, and Cross-Sell Opportunities.

module cards

All modules, whether or not they're shown as cards on the Hello screen, are always available through the hamburger menu.

Configuration options

  • Name of the card
  • The slides in a card
  • The label for each slide

These options are shown in orange ovals in the following image.

module card display options

How to

  1. Log in to the Vymo web app and click the gear icon in the upper-right corner of the screen.
  2. In the Module Settings section, click the module for which the cards are to be defined. Then, click Card Configuration.
  3. Specify the display name for the module, and ensure that the Display card on Home screen option is selected. A mocked up view of the card, with the specified name, is displayed.
  4. In the Label section, specify the display name of the slide.
  5. When done, click Save near the top right.
  6. Repeat these steps for every module that must have a card on the Hello screen.

Results

You are now ready to add metrics to the cards.

Visual guides

module card display options

See also


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