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Record Insights - How To

 

We've already given you a first look at Record Insights—visual insights for a record built from your Platform data. Now let's dive a bit deeper and provide a “How To” on adding new Record Insights into your platform.

(Yes, we’ll provide a handful of default Record Insights to every platform, because we’re givers like that, but we also know you like to do Your Church, Your Way.)

Our Education Director, Melissa Reveles, walks you through some of the setup basics. And our VP of MP (and one of our resident HTML experts), Chris Kehayias, further illustrates how to bring those Record Insights to life (Geek sneak peek: Record Insights are controlled by a platform record with an HTML template field that supports a defined list of custom tokens).

Video Topics

05:10 - Introduction
15:15 - Record Insight: Single Insight
16:55 - Record Insight: Image Collection
18:40 - Record Insight: Map

20:15 - Recrod Insight: Multi-Map
21:50 - Record Insight - Chart
23:10 - Record Insight: Text & Tokens

35:35 - Q&A