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Insights Widget

The Insights Widget provides a feed of all a user's insights. Insights display in chronological order with the most recent at the top. Unless hidden by the user, insights stay in the feed for up to 90 days.

image of the insights widget

info

To integrate the widget, you'll send an API request and receive a widget URL that can be embedded wherever you want. See Integrate the Insights Widget for more info.

For a list of all insights that can display in the widget, see the Insights Library.

Calls to Action (CTAs)​

Some insights have a CTA button that takes the user to an activity like transferring to savings or setting up a budget.

Some CTAs users may see in their insights include:

  • Create a budget
  • View all subscriptions
  • View budget
  • View transaction

CTA buttons can send users to different locations. For example, one CTA button may open a drawer, while another may send the user to a transfers page.

If the CTA sends a user somewhere outside of the widget, you'll need to prepare to handle these events during integration. For instructions on how to do this and a complete list of all insights that require this additional integration, see our Developer Integration Guide.

Configurations & Customizations​

You can change the language used in the widget when sending the API request for the widget.

You must contact MX to:

  • Change which insights are enabled for you.
    • When an insight is disabled, existing insights of that type in the Insights Widget won't go away. They will still be in the user’s feed until the user hides them, or six months passes.
    • For a list of all insights, see the Insights Library.
    • You can request MX enable different insights to display in your Insights Widget, Mini Widget, and Micro Widget.
  • Customize the widget's brand color. If you want to change this, provide MX with a hex code for your brand's primary color. Changing this will affect the brand color used other PFM and insights widgets too.
  • For each insight in the Insights Widget, you can request MX to change the following copy (see the Insights Library for all default copy):
    • Title
    • Description
    • Call to Action (not every insight uses this)
    • Supporting Action (not every insight uses this)
  • Customize the thresholds used to trigger some insights.
  • Set your widget to display in dark mode. We can set the widgets to either:
    • Display in light or dark mode for all users, or
    • Follow each end user's system preferences

Hiding an Insight​

Users can hide a specific insight once or hide it permanently so that type of insight will never show in their feed again.

To hide an insight, users must:

  1. Select the options menu icon within the insight.
  2. Select Hide this insight.
  3. Choose Once or Always.
  4. Leave feedback (optional).

A new card that says the insight has been hidden will take the hidden insight's place.

To unhide a hidden insight, select the settings menu in the top-right corner and select "Manage hidden insights."

Insight Details​

Two things can display beneath an insight in the Insights Widget:

  • The date: This shows when the insight was generated, not necessarily when it was first displayed. For some insights, this could also represent the date of a primary transaction or the date of a bank-observed holiday.
  • If the insight contains the transaction data of one account, it will display the account's name beneath the insight. If the insight contains transaction data from multiple accounts, then the number of related accounts will display beneath the insight.

Supported Dimensions​

The Insights Widget supports a minimum height of 550px and a minimum width of 320px.

User Feedback​

Users can provide feedback on insights through the Insight Widget's UI by:

  1. Selecting the options menu icon on an insight.
  2. Selecting This is helpful or This is not helpful.

Selecting either feedback options shows a Feedback sent message that lets the user optionally provide more information on their feedback. Users can select a predefined option on a list or enter a comment.

Widget Load Failure Message​

When the widget fails to load, a message with the following title and body copy displays:

  • Title: Oops! Something went wrong.
  • Body: We've notified support and we're looking into the issue. Please try again later.
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