Skip to main content

Mini Widget Overview

The Mini Widget lets you embed a smaller and more lightweight experience on a mobile app or website. It shows end users a carousel of up to five insight cards that have shorter copy than the same versions of those insights that appear in the full feed (Insights Widget). The same insights display as the ones in the Insights Widget, and in the same chronological order.

image of the mini insights widget

It also has a single call-to-action, the View more button, that can send users to the full insights feed (Insights Widget).

When viewing the first card in the widget, the left arrow is disabled. When viewing the last card, the right arrow is disabled. The dots between the right and left arrows are selectable and will navigate the user to the insight in that specific position.

If an insight’s text becomes too long and is unable to fit within the card, then the text will truncate with “...”

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 Mini Widget for more info.

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

Configurations & Customizations​

You can change the following yourself during integration:

  • Filter which insights appear by date. Insights older than the set date won't appear.
  • Filter which insights appear by template name.
  • Change the language used in the widget.

Contact MX to:

  • Change which insights are enabled for you.
    • For a list of all insights, see the Insights Library.
    • You can request MX enable different insights to display in your Mini Widget, Insights Widget, and Micro Widget.
  • Customize the widget's brand color. This color affects the View all > CTA, and other elements. 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.
  • Customize any insight's title or body copy. See the Insights Library for all default copy.
  • Customize the View more > CTA copy.
  • Customize the thresholds used to trigger some insights.
  • Enable or disable the View more > CTA.
  • 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.

Insight Details​

The date above an insight in the Mini Widget 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.

Which Insights Display​

In the Mini Widget, the introduction insight appears as one of the earliest insights generated and moves down the feed naturally, just like other insights.

The widget loads the five most recent insights and sees how many of those insights are Mini Widget compatible. This process continues until the Mini Widget displays up to five cards or has requested 20 cards.

Insights will stay in the widget until they're replaced by newer insights.

A New insight button will appear if a new insight is available to display in the Mini Widget and there are fewer than five insights in the carousel.

Supported Dimensions​

The Mini Widget supports a width of 320px to 450px and a minimum height of 400px.

Zero State​

When there's not enough user data or client-activated insights to display, users may have no insights to display. In that case, they'll see two zero state cards. If they have one insight to display, they'll also see one zero state card. If they have three to five insights to display, they'll see those insights and won't see any zero state cards.

If one card is available to display, the "Check back later" zero state will display with it.

On this page