Client Engagement
Page Category
Landing Pages
Dashboard
Page Sub Tabs
Page Tooltip
Show Filter
Off
Leader Board Tooltip
Additional Information
Lead Tracker Status
Tracker Status Toggle
0
Show Userguide Filter
Off
Products Listing
User Guide Header
Show Section
Off
Other Labels
Section Images
Section CTAs
Campaign
Show Section
Off
Other Labels
Section Images
Section CTAs
Calculators
Section Images
Calculator Section
Show Section
Off
Other Labels
Section Images
Section CTAs
Landing Pages
Page Unique ID
customer_engagement
Page Main Section Title
Page Unique ID
banker_code
Page Main Section Title
Banker Code
Page Main Section Description
Note: The proxy feature is intended solely for use by the Branch Marketing Platform Owner and CSDM’s.
The Banker Code tab allows Admin users to download complete or filtered banker details, it also allows them to initiate proxy login as a Manager or Banker.
Admins won't be able to Proxy other Admin users and new platform users who have not yet logged in.
Page Unique ID
Job_family
Page Main Section Title
Job Family
Page Main Section Description
Job Family controls Cardlink access for users not directly assigned to a branch location like 24 Hour Banking. Modifications for this list should only be initiated by the Branch Marketing Platform Owner. No other Admin users should modify this list at any time for any reason.