<img height="1" width="1" src="https://www.facebook.com/tr?id=903890904183020&amp;ev=PageView &amp;noscript=1">
Skip to content
  • There are no suggestions because the search field is empty.

How to customize Contact Dashboards

Choose which modules are visible to contacts and add custom CTAs, personal videos, lender partners, and more with custom HTML.

To start customizing contact dashboards: 

  • Go to Marketing > Contact Dashboard
  • Click the Edit (pencil) icon next to a dashboard.

Here, you can use the toggles to enable or disable modules, or drag and drop modules to re-arrange them. 

To customize a certain module, click on it from the list in the left pane.

Now you can edit various aspects of the module such as headers, descriptions, CTAs, and more. Each module has certain customization options that are unique to it. 

Click Save when you're done. 

You can also add custom modules by clicking the + icon on the left.




Related: