How to Manage the Featured Widget

Add important items that you want to feature within this widget. When you click "Add New", you'll have the ability to create an Item that is housed within the Featured Widget:

• Item Title:
  • Provide a clear and descriptive name.

• Item Tag:
  • You can create and assign tags to any item (this becomes especially useful when grouping like-for-like Items

• Description (optional):
  • Add a brief description to inform users about the Item's purpose.

• Category:
  • You usually don't have to edit this. By default, the Item is assigned to the Category that it's being created for. However, you can assign the Item to a different Category if you'd like.

• Icon (optional):
  • Upload or select an icon to visually represent the Item.

• Item Type:
  • Items can do many different things! Choose the action the Item will perform when clicked:

• Embed: Embedding forms or iFraming websites
• HTML: A text-only item. Perhaps you're giving your agents procedure instructions about something.
• Link:
  • URL: Redirects to a specified web address.
  • Phone: Initiates a phone call to a specified number.
  • SMS: Initiates a text to a specified number.
  • Email: Opens the default email client with a pre-filled recipient address.
  • Gmail Email: Opens the Gmail email client with a pre-filled recipient address.
• Dial Phone Number: Initiates a phone call to a specified number.
• Open Email Client: Opens the default email client with a pre-filled recipient address.
• Asset: Upload a file type (such as a PDF or PNG). When your user clicks the item, they are able to download the file. This is especially useful if you're consolidating brokerage-specific compliance documents or marketing assets.
• Contact: Create contact cards. Perhaps you're creating contacts for each one of your affiliated lenders or vendors.
• Zoom Embed: Easily embed any recorded Zoom URL. When a user clicks on the item, they can watch the video directly within StackWrap
• Category: Assign the Item to an existing Category for better organization.

• Image:
  • You can use a platform such as Canva to create custom image placeholders for your items so that they truly become an extension of your company's branding. Dimensions for image placeholders are 833 x 556 px

• Icon: Select a corresponding icon for your Item

• Pin This Item:
  • This should be left as unchecked.

• Make Support Tab:
  • This should be left as unchecked.

• Group:
  • Set the visibility of the Item based on specific Groups of users that you've created.
  • To create users, click on Settings from your Admin control pannel at the bottom left of your screen. Then, go to the Groups tab.
  • Create as many Groups of users as you'd like! Groups basically correlate to "who has access to what" within your StackWrap account.

As a reminder - when creating Items, the system defaults to ALL users have access. If you want to override this, please select to corresponding Group or Groups associated with that Item or Category

Press "Submit", and you're done!