With Card View, you can see where records are in your funnel, and you can update your automations by dragging and dropping contacts wherever you want. See how easily this can be done.
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Card View
Course Instructor
- The value of Card View
- How to use columns to sort through your records
- How to drag and drop your cards
- How to create dropdown and color type fields
- Ways to sort your cards
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Transcript
Ontraport’s Card View displays your records on a kanban-like board, showing you where each record is in any funnel or process and giving you quick drag and drop access to update things on the fly.
Card View is a super handy tool for managing your sales, onboarding or other processes that have defined stages.
You can drag and drop your records, or ‘cards,’ around to update them. This powerful two-way sync makes it so easy to update your automations.
So let’s dig into the basics of Card View and all the settings you’ll use to customize your view!
The magic of Card View is that it shows data about your business visually and in real-time, rather than on an old, static spreadsheet. This makes it a lot easier to understand how your contacts are engaging with your business.
The way Card View organizes your contact information into different columns is pretty clever.
We use a dropdown field’s values as the columns to sort records. You pick a dropdown field to sort by in settings, and then each value in that dropdown field becomes one of the columns on your cardview screen.
So for example, maybe you have a sales process that has a few steps. Here, we have “New Prospect,” “Qualified Lead,” “Demo Scheduled,” “Consideration,” “Committed” and “Closed — Won.”
If you created a custom dropdown field with these steps, and selected that dropdown in cardview settings here, you’d see each record in Card View in the column that matches their sales stage.
Dragging a card from one column to another updates the value of that field for that record. So for example, if you dragged one contact from “New Prospect” to “Qualified Lead” -- “Qualified Lead” is the new value.
This gives you incredible flexibility. Among other things, you can launch automations based on that field change, and vice versa. If you update that field based on actions a contact might take, the field will automatically move the card to the right spot.
So, If you were to schedule a demo with one of your contacts, you might have a simple automation that puts that record into the “Demo Scheduled” column. When the demo’s done, you’d drag that card into the “Negotiation” column, which will update the sales stage field again.
Card View also lets us set up more than one process to manage at a time, because your Card View setup is saved on a per-group basis.
Here’s what I mean: for each group you create in an object, we save your settings. That means you can create an unlimited number of different views of your data… some groups can be setup in cardview, some in table view, and on on.
For example, your sales team can create a Card View to keep track of deals, sorting by sales stages.
Team members will see at a glance where all of your leads are and get a better idea of how they should spend their time.
At the same time, your onboarding team can use Card View to manage your new customer setup process.
Maybe the stages are ‘new customer’, ‘setup call scheduled’, ‘orientation done’ and ‘completed first 3 steps’ or something like that. You could have that field updated using automation, and always have a quick visual reference for who’s where and how things are going.
You can flip back and forth between those views just by switching groups.
Now, let’s take a look at how to put this together, starting with dropdown and color type fields which are the backbone of Card View.
When you create either of these field types, you’ll see that they’re each composed of a list of values. They’re almost exactly the same, but dropdown fields just have a list of text values, while color fields let you add color and text.
Use dropdown fields to segment your list by stages, like we did with the sales stage above.
Color fields are typically used to keep track of some quality about each record, such as how big of a deal it might be, how long it’s been since you contacted them, or something like that.
For example, If you were tracking your lead’s activity, you might create a color field called Lead Quality with Red for your “Hot leads,” blue for your “Cold leads” and yellow for your “Warm leads.”
Then, when you go to your Card View’s settings, you’ll choose your sales stage in the “Select a field to display as columns” setting, and your color field for leadscore down here.
This will make it so the columns of your Card View are the sales stages and then you have this nice visual color bar on each card to reference the quality of the lead.
Next, let’s sort your cards. This can be a really useful way for your team to place the most important records at the top of your list.
If your sales team is using Card View to keep track of leads, you could sort your cards by lead score so the leads with the highest score are at the top of each column.
Of course, you can also decide what shows up on each card by selecting fields here, and flip between full or mini cards here.
Now, as we said, Card View columns are values in your selected dropdown field. So when you drag a card from one column to another, you’re actually changing that record’s value for that dropdown field.
I’ll show you what I mean:
Let’s say your sales team is managing your new leads by reaching out to vet them. Your rep has a call with someone named Orin Philip and can tell from that conversation that he’s a qualified lead.
So all your rep has to do is move Orin Philip’s card to the “Qualified Leads” column. Then Jon’s “Status” field will get updated to “Qualified Lead.” Your rep won't actually have to go into his record, find the right field or update it manually.
What’s cool about that is you can use that field change to trigger related automation, based on where you drag and drop the contact.
Let’s say you have automation set up to assign a task to your rep to schedule an initial phone call with every lead who’s marked as “Qualified.”
When Orin Philip’s card gets moved from the “New Prospect” column to “Qualified Lead,” a task to follow up on the phone, or to send out an information packet, could be created.
This creates a smooth workflow where your reps can just focus on the task at hand and stay on the same screen. No more wasting time finding the right information by clicking into each contact record individually!
Last, you may edit your columns in Card View. But because your columns are really field values, you’d be right if you guessed that editing your columns actually edits your field. (Remember, by value I mean any information that would be entered in a particular field in a contact record.)
This is an awesome way to add additional columns on the fly.
If you have a unique sales stage in your business that you want to include, just add your new value for sales stage. You won't have to leave your Card View and go to your field editor to do this.
But be really careful deleting values. When you do that, data will be lost. If you delete a value, all of the contacts who had that value will not retain it in their dropdown or color field — it will end up blank.
Just to be super clear: When you edit your columns, you aren’t simply changing the columns of your Card View — you are editing the values of the actual field. When you add a new value, remove a value or edit a value, it’s the same as going to “Contacts,” “Settings” and then your “Field Editor” and making changes to your field.
Let's say you deleted “Qualified Lead” from your “Sales Stage” field. All the contacts who had that value won’t have any value in their sales stage field anymore.
As you can see, Card View is pretty powerful, giving you a complete, live 2-way sync between manual management and automated follow up. Play with this a bit and you’ll see how easily you can create and keep track of just about any process you can imagine.
Card View is a super handy tool for managing your sales, onboarding or other processes that have defined stages.
You can drag and drop your records, or ‘cards,’ around to update them. This powerful two-way sync makes it so easy to update your automations.
So let’s dig into the basics of Card View and all the settings you’ll use to customize your view!
The magic of Card View is that it shows data about your business visually and in real-time, rather than on an old, static spreadsheet. This makes it a lot easier to understand how your contacts are engaging with your business.
The way Card View organizes your contact information into different columns is pretty clever.
We use a dropdown field’s values as the columns to sort records. You pick a dropdown field to sort by in settings, and then each value in that dropdown field becomes one of the columns on your cardview screen.
So for example, maybe you have a sales process that has a few steps. Here, we have “New Prospect,” “Qualified Lead,” “Demo Scheduled,” “Consideration,” “Committed” and “Closed — Won.”
If you created a custom dropdown field with these steps, and selected that dropdown in cardview settings here, you’d see each record in Card View in the column that matches their sales stage.
Dragging a card from one column to another updates the value of that field for that record. So for example, if you dragged one contact from “New Prospect” to “Qualified Lead” -- “Qualified Lead” is the new value.
This gives you incredible flexibility. Among other things, you can launch automations based on that field change, and vice versa. If you update that field based on actions a contact might take, the field will automatically move the card to the right spot.
So, If you were to schedule a demo with one of your contacts, you might have a simple automation that puts that record into the “Demo Scheduled” column. When the demo’s done, you’d drag that card into the “Negotiation” column, which will update the sales stage field again.
Card View also lets us set up more than one process to manage at a time, because your Card View setup is saved on a per-group basis.
Here’s what I mean: for each group you create in an object, we save your settings. That means you can create an unlimited number of different views of your data… some groups can be setup in cardview, some in table view, and on on.
For example, your sales team can create a Card View to keep track of deals, sorting by sales stages.
Team members will see at a glance where all of your leads are and get a better idea of how they should spend their time.
At the same time, your onboarding team can use Card View to manage your new customer setup process.
Maybe the stages are ‘new customer’, ‘setup call scheduled’, ‘orientation done’ and ‘completed first 3 steps’ or something like that. You could have that field updated using automation, and always have a quick visual reference for who’s where and how things are going.
You can flip back and forth between those views just by switching groups.
Now, let’s take a look at how to put this together, starting with dropdown and color type fields which are the backbone of Card View.
When you create either of these field types, you’ll see that they’re each composed of a list of values. They’re almost exactly the same, but dropdown fields just have a list of text values, while color fields let you add color and text.
Use dropdown fields to segment your list by stages, like we did with the sales stage above.
Color fields are typically used to keep track of some quality about each record, such as how big of a deal it might be, how long it’s been since you contacted them, or something like that.
For example, If you were tracking your lead’s activity, you might create a color field called Lead Quality with Red for your “Hot leads,” blue for your “Cold leads” and yellow for your “Warm leads.”
Then, when you go to your Card View’s settings, you’ll choose your sales stage in the “Select a field to display as columns” setting, and your color field for leadscore down here.
This will make it so the columns of your Card View are the sales stages and then you have this nice visual color bar on each card to reference the quality of the lead.
Next, let’s sort your cards. This can be a really useful way for your team to place the most important records at the top of your list.
If your sales team is using Card View to keep track of leads, you could sort your cards by lead score so the leads with the highest score are at the top of each column.
Of course, you can also decide what shows up on each card by selecting fields here, and flip between full or mini cards here.
Now, as we said, Card View columns are values in your selected dropdown field. So when you drag a card from one column to another, you’re actually changing that record’s value for that dropdown field.
I’ll show you what I mean:
Let’s say your sales team is managing your new leads by reaching out to vet them. Your rep has a call with someone named Orin Philip and can tell from that conversation that he’s a qualified lead.
So all your rep has to do is move Orin Philip’s card to the “Qualified Leads” column. Then Jon’s “Status” field will get updated to “Qualified Lead.” Your rep won't actually have to go into his record, find the right field or update it manually.
What’s cool about that is you can use that field change to trigger related automation, based on where you drag and drop the contact.
Let’s say you have automation set up to assign a task to your rep to schedule an initial phone call with every lead who’s marked as “Qualified.”
When Orin Philip’s card gets moved from the “New Prospect” column to “Qualified Lead,” a task to follow up on the phone, or to send out an information packet, could be created.
This creates a smooth workflow where your reps can just focus on the task at hand and stay on the same screen. No more wasting time finding the right information by clicking into each contact record individually!
Last, you may edit your columns in Card View. But because your columns are really field values, you’d be right if you guessed that editing your columns actually edits your field. (Remember, by value I mean any information that would be entered in a particular field in a contact record.)
This is an awesome way to add additional columns on the fly.
If you have a unique sales stage in your business that you want to include, just add your new value for sales stage. You won't have to leave your Card View and go to your field editor to do this.
But be really careful deleting values. When you do that, data will be lost. If you delete a value, all of the contacts who had that value will not retain it in their dropdown or color field — it will end up blank.
Just to be super clear: When you edit your columns, you aren’t simply changing the columns of your Card View — you are editing the values of the actual field. When you add a new value, remove a value or edit a value, it’s the same as going to “Contacts,” “Settings” and then your “Field Editor” and making changes to your field.
Let's say you deleted “Qualified Lead” from your “Sales Stage” field. All the contacts who had that value won’t have any value in their sales stage field anymore.
As you can see, Card View is pretty powerful, giving you a complete, live 2-way sync between manual management and automated follow up. Play with this a bit and you’ll see how easily you can create and keep track of just about any process you can imagine.
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