Creating and Managing Carousels

This page covers the full administrative workflow for Carousels: creating the Carousel record, adding and editing slides, configuring per-slide sharing, reordering, previewing, generating embed code, and deleting.

Creating a Carousel

1. From the Setup home page, go to Create > Carousels.
2. Click New.
3. Configure the Carousel-level properties:
   • Name — identifier shown in admin lists and when picking a Carousel from a Hero Type or Customer Home setting.
   • Slide Duration — how long each slide is displayed before auto-advancing.
   • Display Mode — Single (one slide visible, hero / banner style) or Multiple (multiple slides visible side-by-side, content-strip style).
   • Description — optional internal note. Helpful for other administrators to know the Carousel's purpose.
4. Click Save. The new Carousel opens on its detail page with an empty slide list.

Adding Slides

1. On the Carousel's detail page, click Add Slide.
2. Configure the slide properties:
   • Slide Image — upload a new image or select an existing static asset. Recommended size 620x40 px. All slides in one Carousel should share the same height.
   • Headline — main text overlaid on the image. Click the Search icon to pick a Custom Label for translation, or type literal text.
   • Text — optional sub-headline shown beneath the headline. Up to 90 characters. Supports Custom Labels.
   • Text Color — pick a color or enter an HTML color code (e.g., #FFFFFF). Use a color that contrasts with the image so the headline remains readable.
   • Slide URL — the destination URL when the user clicks the slide (or the CTA button if CTA Label is set).
   • Slide URL Target — pick whether the URL opens in the same tab or a new tab.
   • CTA Label — optional button label. When left blank, the whole slide is clickable. When set, only the CTA button is clickable. Supports Custom Labels.
3. Click Add. The slide appears in the slide list.

Repeat to add as many slides as the Carousel needs. There is no platform-imposed slide limit, but for hero-style banners 3–5 is typical.

Editing a Slide

1. On the Carousel's detail page, locate the slide in the slide list.
2. Click the more-actions arrow next to the slide and select Edit.
3. Modify any properties.
4. Click Save.

Reordering Slides

Use the drag-and-drop arrows next to each slide to change the display order. The new order saves automatically as you release the drag.

Per-Slide Sharing

By default, every new slide is visible to all users. To restrict a slide to specific audiences:

1. On the Carousel's detail page, locate the slide.
2. Click the more-actions arrow next to the slide and select Share.
3. In the sharing dialog, add the audiences who should see this slide:
   • Security Roles — employee, partner, or customer Roles.
   • User Groups — segments defined manually or by Auto-Segmentation rules.
   • Specific Users — individual users by name.
4. Click Done.

Sharing applies only to the individual slide. The same Carousel can host slides shared to different audiences. End users see only the slides they have access to; the carousel adapts at runtime.

If no slides match a given user (e.g., all slides are restricted and the user belongs to none of the audiences), the Carousel renders empty. The hero or surface that contains it simply has no banner for that user.

Editing Carousel Settings

To change the Carousel-level properties (Name, Description, Slide Duration, Display Mode) after creation:

1. From the Carousel's detail page, click the kebab menu (three dots).
2. Click Edit Settings.
3. Modify the fields.
4. Click Save.

Previewing the Carousel

Before attaching a Carousel to a surface or rolling it out, preview the rotation:

1. From the Carousel's detail page, click the kebab menu.
2. Click Preview.
3. The Carousel opens in a preview view with slides rotating at the configured duration and styling applied. Use Preview to verify slide order, image quality, headline readability, and rotation pacing.

Attaching a Carousel to a Surface

Once the Carousel and slides are ready, attach it to one of the supported surfaces:

Engagement Page Hero

1. Open the Engagement Page at Setup > Create > Engagement Pages.
2. Edit the page settings and set Hero Type to Carousel.
3. Pick this Carousel from the dropdown.
4. Save.

See Configuring Engagement Pages for full hero configuration.

Customer Home Page

1. Click the Customer Home Edit Page button located at the bottom-right corner of the screen.
2. Navigate to the Carousel/Search Box tab.
3. Select the Display Carousel option.
4. From the dropdown menu, choose the carousel you want to apply as the session’s header banner.
5. Click Save.

Embed Inside an Active Page

To embed a Carousel in custom-built Active Page markup:

1. From the Carousel's detail page, click the kebab menu.
2. Click Get Embed Code.
3. Copy the generated code from the dialog.
4. Open the Active Page in the IDE and paste the embed code into the markup at the location where the Carousel should appear.
5. Save the Active Page.

The embed code references the Carousel by ID. If you later edit slides or sharing on the Carousel, the embedded instance reflects the changes automatically — no need to regenerate or repaste.

Deleting a Slide

1. On the Carousel's detail page, locate the slide.
2. Click the more-actions arrow next to the slide and select Delete.
3. Confirm in the dialog.

Deleting a slide is immediate. If the slide is the only one in a Carousel attached to a surface, the surface will render the Carousel empty until a new slide is added.

Deleting a Carousel

1. From Setup > Create > Carousels, locate the Carousel in the list.
2. Click the arrow dropdown next to the Carousel and select Delete.
3. The platform checks for surfaces that reference the Carousel (Engagement Page heroes, Customer Home, Active Pages with embed codes) and warns if any are found.
4. Confirm in the dialog.

After deletion, surfaces that referenced the Carousel render without a hero (or without the embed) until reconfigured. Before deleting, audit the surfaces that reference this Carousel so you can update or replace them.

Tips and Best Practices

• Keep slide heights consistent. Mismatched heights cause the Carousel container to jump as slides rotate.
• Use Custom Labels for any user-facing text on multilingual portals. The same Carousel can serve every language without duplicating slides.
• Pick text color carefully. Test on real slide images at portal-typical resolutions before publishing — light text on bright sky images is a common readability failure.
• Slide URL Target = New Tab when linking to external destinations so users don't lose their portal session.
• Per-slide sharing is more efficient than maintaining separate Carousels per audience. One Carousel with slides shared to different segments handles most personalization scenarios.
• Refresh slides on a cadence. Stale promotional content erodes user attention. Calendar a monthly or per-campaign refresh.

Troubleshooting Tips

• If a slide doesn't appear for a specific user, confirm the slide's sharing includes the user's Role, a User Group they belong to, or them as a specific user.
• If reordering doesn't persist, refresh the page; the save happens on drag release.
• If the Embed Code shows the Carousel empty inside the Active Page, confirm the Carousel has slides and the user previewing the Active Page has access to at least one slide.
• For full symptom-by-symptom resolutions, see Carousel Troubleshooting.

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