Customer Information Section Label
Client Information
Email
Customer Information Section Description
Please enter your client's name to be displayed on the invitation.
CTA - Back Button
Link Text
Cancel
Banker Information Section Label
Your Banker Information
Banker Information Section Description
Here's your contact information as it will be featured in the email you send to the client. You can customize your contact information below by selecting “Edit Contact Information”.
Banker Information Form Data
Form Title
Edit Banker Information
Form Description
Provide the name you wish to display in the invitation.
Restore Confirmation Popup
Confirmation Form Title
Warning
Confirmation Message
Restoring defaults will update your Panorama customer-facing contact information to match the details in the HR Management System.
Do you wish to continue or cancel?
CTA - Cancel Button
Link Text
Cancel
CTA - Confirm
Link Text
Update
Other Labels
Label Unique ID
banker_disclaimer
Value
This information is only for Cardlink customer-facing materials and does not affect your HR records. To update your profile details, please use the HR Management System.
If in the future you wish to revert to HR Management System defaults, click 'Restore Defaults'.
Label Icon
Desktop Image
Image
Tablet Image
Image
Mobile Image
Image
Unique ID of the Image
disclaimer_tooltip_icon
CTA - Restore Default
Link Text
Restore Defaults
CTA - Back Button
Link Text
Back
CTA - Save Button
Link Text
Update
CTA - Edit Banker Info
Link Text
Want to update your profile? {{image}} Edit Banker Information
CTA - Send Button
Link Text
Send
Option Checkboxes
Label Unique ID
email_consent_title
Value
Email Consent
Label Unique ID
email_consent_content
Value
Disclosure statement:
Federal law requires consent to be obtained from the client prior to sending this email. Email cannot be sent without the client’s consent.
Ask client "Do I have your consent to send you an email regarding a credit card offer?”
Label Unique ID
checkbox_consent
Value
I have received the client’s consent to send the email.
Label Unique ID
customer_tooltip
Value
First and last names may include letters, hyphens (-), periods (.), spaces and apostrophes (’).
Examples:
Mary-Jane O’Connor
J.R. Smith
Anne Marie
Dr. Kelly Smith
Please avoid numbers, special characters (e.g., @, #, *), and emojis.
Label Icon
Desktop Image
Image
Tablet Image
Image
Mobile Image
Image
Tooltip
Customer Tooltip
Unique ID of the Image
customer_tool_tip_icon
Label Unique ID
f_name_helptext
Value
Letters, spaces, periods and hyphens are allowed.
Label Unique ID
l_name_helptext
Value
Letters, spaces, periods and hyphens are allowed.
Discard Confirmation Popup
Confirmation Form Title
Discard Changes
Confirmation Message
You are about to discard customer details, including customer names, email addresses. This action cannot be undone.
Would you like to continue ?
CTA - Cancel Button
Link Text
Cancel
CTA - Confirm
Link Text
Confirm
Personal Email Card Art
Desktop Image
Image
Tablet Image
Image
Mobile Image
Image
Tooltip
Personalized Card Art Image2
Unique ID of the Image
card_art_blue_white
Desktop Image
Image
Tablet Image
Image
Mobile Image
Image
Tooltip
Personal email card art 3
Unique ID of the Image
card_art_three
Desktop Image
Image
Tablet Image
Image
Mobile Image
Image
Tooltip
Personal email card art 2
Unique ID of the Image
card_art_red_gray
General Email Card Art
Desktop Image
Image
Tablet Image
Image
Mobile Image
Image
Tooltip
Card Art General
Unique ID of the Image
card_art_four
Email Logo
Desktop Image
Image
Tablet Image
Image
Mobile Image
Image
Tooltip
USBank
Unique ID of the Image
usbank