Static and Dynamic Info Card

Static and Dynamic Info Card

What is an info card? 

An info card displays multiple information to the user. It allows you to display a combination of elements including images, a title, a sub-title, text, and button. This format helps present detailed and visually engaging content effectively, making it easier for users to absorb and interact with the information.

For example, an info card could showcase a product with an image, its name as the title, a brief description as the subtitle, additional details in the text, and a button for purchasing or learning more.

Why use the static info card? 

Using static cards in a chatbot for product information offers several advantages:

  • Visual appeal: Makes the interaction more engaging and visually appealing.
  • Call to action: Static cards can include buttons or links for actions like "Buy Now," "Learn More," or "Add to Cart," making it easier for users to take the next step without having to type additional commands.
  • Enhanced context: Static cards can provide context about the product or the service provided by you in detail, helping them make an informed purchase.
  • Efficient use of space: Static cards can efficiently use the limited space in a chat interface to provide rich information without overwhelming the user with too much text.

Why use the dynamic info card?

At times, there are requirements where we would need to present a list of items that isn’t static and can change over time, making it impractical to set a fixed number of buttons or create flows for every possible scenario. The dynamic info card enables you to fetch information from an external source in the form of an array and display it to your users.

Types of info card 

There are two types of info card:

Dynamic info card

Dynamic cards are used to display dynamic data automatically. Instead of updating the data manually each time it changes, variables can be used to fetch and display the latest data whenever triggered. This ensures that the displayed information is always up to date without any extra effort.

Info
If customer choices are predefined, static info can be used. If the choices are dynamic and based on API responses, dynamic buttons should be used.

Static info card

The content of the field remains as you originally defined it when creating the block.This approach is particularly useful when you need to display a consistent message to all users.
Idea
Static info cards can be used to display the organization's contact details, products or services provided, instructions on using a product, and visually supportive images. Using static content ensures that every user sees the same consistent message.

Components of Card List (Static info card):

  1. Card name: Name of the card that will be displayed to the user.
  2. Image: An image appropriate to the card, title and other details.
  3. Title: Title that best describes the information you intent to display in the card.
  4. Sub-title: Additional details can be showcased through adding a suitable sub-title.
  5. Description: A summarized context can be added here based on what has to be relayed to the user.
  6. Add card field: Contains button and text. You can either add text or add a button that can be re-directed to a different webpage.

Notes
The fields you don't require to be displayed in the card can be deleted, with one exceptional case of title which is mandatory. If you require to add it the next card, you can find those deleted fields in the add card field dropdown.

Info
You can add button for redirecting the user to for example, purchasing the displayed product or learning more about it.
Components of Card List (Dynamic info card):

Advanced settings:

Common to every field, with the only exception of Image, you can use Value to add the content you require to display to the user. Label is an additional option through which you can add a text that describes the value.
For a card that involves image, you can browse and add or drag the image. The size of the image should not exceed the limit of 14 MB.
NotesAdding Value will not be required here.
Notes
You can choose to hide Label if not required.   

Creating a static info card 

1. To add the Static Info Card block to the flow, click the add block icon (+). 
2. Choose Info Card under the Message Card section.

3. Add a unique name for your block in the Block name field.
Notes
If you enter the name of an existing block for another block, the below error will be displayed.

4. Choose the type of info card as per your requirement from the Card Type as Static Card.
5. Enter the message you want to display in the Message field.

Notes
If you try to close the block listing without saving the button block, all the unsaved changes will be lost permanently.

6. Add a unique name for your card in the Card Name field.
7. Enter a suitable title for the card in the Title field.
Info
Title is a mandatory field. Below stated field options provided in the card can be deleted or added as per the requirement of the respective cards.
  1. Image
  2. Title
  3. Subtitle
  4. Description
  5. Text: You can add up to five texts to a card
  6. Button: You can use it to redirect to a webpage according your requirement.
Notes
For cards involving images:
  1. You can attach or drag and drop the image after choosing the settings icon located in the Image Field.
  2. Image size cannot exceed 14 MB
  3. For WhatsApp, Telegram, and Facebook Messenger, the image size cannot exceed 10 MB

8. Add cards as needed by clicking Add Card.

Info
You can customize the fields in the card list options as needed, and they can vary for each card according to your requirements in a static info card.
9. Click on the Preview block option to see how the block will be displayed to the user.
10. If you are satisfied with the output, click Save and Publish.

Info
If you want to keep this block as the end of your conversational flow, toggle on the End block option.

Creating a dynamic info card

1. Click the add block icon (+). 
2. Choose Info Card under the Message Cards section.

3. Add a unique name for your block in the Block name field.
4. Choose the type of info card as per your requirement from the Card Type as Dynamic Card.
5. Enter the message to be conveyed to the user in the Message field.

 6. Select the Rendering Style according to your preference. Here, we have chosen Multiple Cards.

Notes
Single card option enables you to display only one card.
Info
Dynamic cards have no set number of limits.  

7. In the list of objects field, choose the required variable to be displayed in the card list.

Notes
In a dynamic card, only one card field is present; it will automatically and dynamically generate the appropriate number of cards.

8. Add a unique name for your card in the Card Name field.
9. Enter a suitable title for the card in the Title field.
Notes
A default value can be assigned to the Title field.  This value will be used as the card's title if the variable designated for the Title receives an empty response. Default value feature is only available for the Title field because it's a mandatory field.

Info
  1. Title is a mandatory field. Below stated field options provided in the card can be deleted or added as per the requirement of the respective cards.
  2. The variable assigned/ mapped for title will automatically be displayed as the card name. You cannot manually add a card name.

10. In the card info list field (for a list of objects type variables), map the properties of the variable to the corresponding fields in the card info list.

Info

Below stated field options provided in the card info can be mapped and displayed in the cards.

  • Image

  • Title

  • Subtitle

  • Description

11. Click the Preview block option to see how the block will be displayed to the user.
12. If you are satisfied with the output, click Save and Publish.

Editing a static or dynamic info card 

You can edit an info card whenever required, even after the flow is published or in the drafts section, by following these steps:

 1. Open the flow and click Edit.


2. Click the Info Card block, which you may have named differently.
3. Choose Edit Block from the displayed options.

4. Make the required changes to the block and click Save.

5. Click Save.

6. Publish the flow.

Notes

Note while editing an info card block:

If you edit a block while an end user is engaged in a live session with the bot, the previous version of the flow will be rendered until they restart the conversation.
After making changes, you will need to republish the flow for those changes to be reflected in an end user's session.
If a change is made to an input variable, it will be updated across all flows where the variable is used automatically.

Copying a static or dynamic info card 

The Copy Block option can be used when you need to reuse a block that you previously created. You can copy that block and add it to your flow as is, or edit it according to the requirement.

1. Click the Info Card block you wish to copy.

2. Choose the Copy Block option. 
Info
The pasted block would appear on the block listing section and be stated as From Clipboard.

3. When you need to paste that block, click the Add block icon (+). 

4. Edit the block if required, or simply click Paste.

Notes

To be noted while copying an info card block:

  1. The copied info card block can be pasted multiple times. If you no longer need to paste it, you can clear the clipboard by clicking on the close icon corresponding to the clipboard option.
  2. When copying an existing info card block, all of its content, including variables, if any, will be copied as is. You can edit it as needed before adding it to the flow. Since the names of each block must be unique, the word '_copy' will be added to the copied blocks automatically; this can be changed if required.
Notes
If you have copied a block and it is in the clipboard, deleting the copied block later will also remove it from the clipboard.

Deleting static or dynamic info card 

1. Open the flow and click Edit.


2. Click the Info Card, which you may have named differently.

3. Choose Delete Block from the displayed options.


4. Confirm deleting the selected block by clicking Yes, Delete it.


Info
 You can use the Undo option to restore a deleted block as your following action, but not otherwise.


5. Click Save.

6. Publish the flow. 

Notes

To be noted while deleting an info card block:

  1. If you delete a block while an end user is engaged in a live session with the bot, the previous version of the flow will be rendered until they restart the conversation.
  2. After making changes, you need to republish the flow for those changes to be reflected in an end user's session.
If the deleted block has dependencies, such as those given below, errors will be displayed:
Path below the block:

 

If the deleted block was used to jump to a different flow:


Supported channels

  1. WhatsApp
  2. Telegram
  3. Facebook Messenger
  4. LINE
  5. Instagram
  6. Business Messaging
Notes

If you exceed the limit of 500 blocks in a flow, you have a couple of options to continue building the flow:

  1. You can create a new flow and use a jump block to connect both flows.
  2. You can also remove any unnecessary blocks or paths to free up space within the existing flow.

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