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Widget Configuration

3 min read
Create and manage custom widgets to enhance the member dashboard experience. Learn how to configure informational, functional, and navigational widgets with proper targeting and activation settings.

What are Widgets?

Widgets are interactive dashboard components that provide members with quick access to important information, tools, and resources. Unlike announcements, widgets remain permanently visible on member dashboards and can include images, links, and custom functionality.

Types of Widgets

Informational Widgets
Provide healthcare tips, educational content, and important information to members.
  • Health tips and wellness advice
  • Plan benefit summaries
  • Educational resources
  • Company health initiatives
Functional Widgets
Enable specific actions and provide interactive functionality for members.
  • Rewards claiming interface
  • Document upload tools
  • Quick action buttons
  • Form submissions
Navigational Widgets
Help members find and access key platform features and external resources.
  • Quick links to popular features
  • External resource links
  • Feature discovery tools
  • Shortcut navigation

Creating a New Widget

Step-by-Step Configuration
1
Navigate to Widgets Section
Access the Widgets tab from the main dashboard navigation menu.
2
Create New Widget
Click "+ CREATE NEW" to add a new widget. Enter a widget name/label and click "OK" to begin configuration.
3
Configure Header Text
Enter the widget title that will appear above the widget tile on member dashboards.
4
Add Body Text
Enter the primary content that will be displayed within the widget body. Keep this concise and actionable.
5
Upload Body Image (Optional)
Add an image that will appear above the body text. Recommended size: 300x200 pixels.
6
Set Image Hyperlink (Optional)
If you added an image, specify where users should go when they click on it.
7
Configure Footer Text (Optional)
Add text that will appear below the body text in a formatted box, typically for calls-to-action.
8
Set Footer Hyperlink (Optional)
Make the footer text clickable by specifying a target URL.
9
Apply Tags (Optional)
Target your widget to specific employer groups or plan levels using the tagging system.
10
Save and Activate
Click "SAVE WIDGET SETTINGS", then check the "Live" checkbox to make the widget visible to members.

Activation Reminder

A widget must be both saved AND set to "Live" status to be visible to members. The "Live" checkbox is the final step that activates your widget on member dashboards.

Configuration Options

Widgets support several configuration fields to control their appearance and functionality:

  • Header Text (Required): This text appears as the widget title on member dashboards
  • Body Text (Required): Primary content displayed within the widget body
  • Body Image (Optional): Recommended size: 300x200 pixels (JPG, PNG, GIF)
  • Image Hyperlink (Optional): URL destination when users click the image
  • Footer Text (Optional): Call-to-action text in formatted footer box
  • Footer Hyperlink (Optional): URL destination when users click footer text

Widget Targeting

Use the tagging system to control which members see your widgets:

  • No Tags: Widget visible to all members across all employer groups and plans
  • Employer Tags: Restrict widget to specific employer groups only
  • Plan Tags: Restrict widget to members with specific health plans
  • Combined Tags: Members must match ALL applied tags to see the widget

Targeting Strategy

Start with broader targeting and refine based on engagement metrics. Test widgets with small groups before rolling out to all members. Consider creating different versions for different audiences.

Widget Best Practices

Content Guidelines

  • Keep it concise: Use clear, actionable language that members can quickly understand
  • Focus on value: Ensure each widget provides clear benefit to the member
  • Use compelling images: Visual elements should support and enhance the message
  • Include clear calls-to-action: Make it obvious what members should do next

Technical Considerations

  • Test thoroughly: Verify widgets appear correctly across different devices and browsers
  • Monitor performance: Track click-through rates and user engagement
  • Update regularly: Keep content fresh and relevant to maintain member interest
  • Optimize placement: Consider widget positioning and member dashboard flow

Visibility Settings

By default, widgets are visible to every member across all employer groups and plans until they are tagged. Always review your targeting settings before activating widgets to ensure appropriate visibility.

Employer Group Configuration Learn About Announcements Tag Management Guide
© TALON - Help Center Documentation
For the latest version of this article, visit: help-widget-configuration.html
Need help? Contact support at help@talon.com

On This Page

Types of Widgets Creating a New Widget Configuration Options Widget Targeting Widget Best Practices

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