What are Quick Cards?
Quick Cards are customizable deep links that show up on your Account List and Account dashboards. They take users to a customized view you set up and control.
After applying filters, adding columns, and changing things around on a particular page, Engagio Admins can now save all of those changes to a quick card everyone in your instance can access.
💰 This a big deal for your users, instead of having to hunt for the right insights and filters, you can surface them immediately on their Dashboard.
Where do Quick Cards show up?
Quick Cards show up on the Account List Dashboard and the Account Dashboard page.
There is one set of Quick Cards for your entire instance, in other words, everyone will see the same Quick Cards no matter what account list they look at.
Configuring Quick Card Captions
For Engagio Admins, from your Account List Dashboard or Account Dashboard, click the button in the top right side of the screen with 3 vertical dots and click Edit Quick Cards.
There will always be eight cards in three sections, but you can completely customize what is in each section and how each card/section is captioned.
Adding and Replacing Quick Cards
Any Accounts, People, Engagement, or Program Impact page can become a Quick Card.
Adding or changing Quick Cards is an Admin Only feature
Step 1: Customize the Page you'd like to save
To add a new Quick Card, head to the page you want to make a Quick Card.
Apply some filters, edit or sort the columns in the table, and make it just how you'd want to save it.
Step 2: Save View as Quick Card
Once you have the page set up, click the 3 dots in the top right hand side of the page and click Save View as Quick Card
Step 3: Replace an Existing Card
So things don't get cluttered, Engagio limits you to 8 Quick Cards per Account List and 4 Quick Cards per Account. When you make a new Quick Card, you must replace one of the existing cards.
Give your new card a Description and then click on the Card you'd like to replace.
Good to know:
Account List vs. Account Quick Cards
To change Account List Quick Cards, you need to save an Account List related page as a Quick Card. To save Account Quick Cards, you need to be on an individual Account page.
The number of Quick Cards is Set
You're limited to 8 Quick Cards for Account Lists and 4 Quick Cards for Accounts.
Managing Quick Cards is an Admin Only feature. All users can see and leverage Quick Cards, but only Admins can edit or manage them.