Carousels
Carousels is a dynamic content presentation component integrated within Engagement Pages and the Customer home page. This feature enables administrators and marketing managers to showcase important announcements and content to partners and customers through an interactive sliding banner interface.
Slide Management
Marketing managers and administrators can create slides by uploading banner images and optionally adding headlines, descriptions up to 90 characters, and configurable call-to-action URLs that direct users to target links through either the slide image or button clicks.
Multilingual Support
The carousel supports content localization through custom labels, allowing for translation of all text elements including headlines, descriptions, and call-to-action buttons.
Visibility Controls
Administrators have granular control over slide visibility, with the ability to configure access based on user groups, security roles, and individual user accounts.
Platform Integration
The News Carousel component is fully integrated into both Engagement Pages and Customer Home interfaces, providing seamless content delivery across these platform features.
Requirements
To create and configure carousels, users must be assigned a security role with the following permissions:
- Administrator System Role
To create a carousel:
- On the Setup Home page, click Create > Carousels.
- Click New.
- Configure the following fields:
- Name: Enter a name for the carousel.
- Slide Duration: Select the display duration of slides before the next slide is displayed.
- Display Mode: Select if only a single slide is visible or if multiple slides are visible in the carousel.
- Description: Optionally enter a description of the carousel.
- Click Save.
To configure a carousel:
- On the Setup Home page, click Create > Carousels.
- Click the carousel you want to configure.
- To create a new slide, click Add Slide:
- Slide Image: Upload and/or select a slide image. The recommended image size is 1920 px x 400 px and its image height should match other slides.
- Headline: Optionally enter a headline message. Click the Search icon to use translatable custom labels.
- Text: Optionally enter a description that is displayed under the headline. Click the Search icon to use translatable custom labels.
- Text Color: Select the text color or enter its HTML color code.
- Slide URL: Optionally enter the URL users will be directed to when they click on the slide.
- Slide URL Target: Select the link redirect behavior when the user clicks on the slide.
- CTA Label: Leave this blank if you want the user to be redirected when they click anywhere on the slide. Populate this with a label if you want users to click on a call-to-action button. Click the Search icon to use translatable custom labels.
- When you are finished, click Add.
- Slides can be modified by clicking the more actions arrow, next to the slide, and then clicking Edit. Slides can be deleted by clicking the more actions arrow, next to the slide, and then click Delete.
- Slides by default are visible to all users. You can change this by clicking the more actions arrow, next to the slide, and then clicking Share. In the dialog, you change the slides to only be visible to specific users, security roles, and user groups. Click Done to save your changes.
- Slides can be reordered by using the drag-and-drop arrows.
- Click the kebab menu and then Edit Settings. You can modify the carousel's name, description, slide duration, and display mode. Click Save to save your changes.
- Click the kebab menu and then Preview to preview the carousel in the portal.
- Click the kebab menu and then Get Embed Code to view the carousel's embed code. You can use this code to embed the carousel in active pages.
To delete a carousel:
- On the Setup Home page, click Create > Carousels.
- Next to the carousel you want to delete, click the arrow dropdown and then click Delete. Click OK.