Record Insights

 

Record Insights are a flexible data visualization that puts mission-critical information front and center. Your Users (causal and advanced!) can access the Insights with the tap of a button, so they can leverage the power of the Platform in new ways. Endlessly customizable, YOU get to choose which Insights empower YOUR users to do YOUR church YOUR way. Oh, and they're the perfect companion to Record Facts, so use both to strategically make ministry easier! #matchmadeinheaven

Be sure to check out the Record Insights - First Look Webinar for the perfect introduction to these exciting visual insights for a record built from YOUR Platform data.
Basics
  • Record Insights are page-based and are available on the General tab of their identified page.
  • The Platform comes pre-loaded with Insights so you can start using them on day one, no set-up necessary. And if you don't want to set up your own Record Insights, that's totally fine. How's that for an easy button?!? Check out each Record Insight page to see what's waiting for you.
  • There's no limit to the number of Record Insights you can have per page.  If you have more Record Insights than fit on a screen, simply scroll to see more! But beware of overwhelming your Users. Like Record Facts, Record Insights should highlight key information to provide a smooth entry and focus. Think snapshot, not a feature film.
  • Record Insights are dynamic. If there are insights configured for a page that doesn't apply to a specific record, no problem. The Record Insight simply won't display.
  • YOU get to choose which Record Insights appear and the order they appear in. #endlesslycustomizable
  • Need to access the general tab without the Insights? No problem! Just tap the staggered hamburger menu to make the Record Insights disappear and gain valuable screen real estate. Tap it again and they'll automagically reappear.
  • Oh, and did we mention they look fantastic on mobile? Because they do ;)
Record Insight Types
  • Image Collection: A view-based collection of images associated with the record.
  • Single Image: A single image associated with the record—but not necessarily the default image, because you get to do YOUR church YOUR way.
  • Map: A map showing a single location, for example, a Group meeting location or Household address
  • Multi-Map: Because sometimes one location just isn't enough, a view-based collection of locations displayed on a map.
  • Chart: A view based chart of information related to the record
  • Text & Token: A flexible, completely customizable HTML-based insight highlighting what matters most to YOUR church