Adding Floating Sections to Boards

Floating sections are views that float over a board and allow you to add important board elements anywhere on your board. You can position each floating section using the grid layout and fine-tune its vertical or horizontal positioning on the board.        

You can add and fully configure several types of sections to float on your boards, such as: 

• Contact cards
• Cookie consent messages
• Greeting message popups 
• Gating form

Adding a contact card

To allow visitors and leads to contact you easily, add a contact card to your boards. 

Your contact card is populated with information from your Folloze profile and includes your photo and contact details. You can also add a call-to-action button to the card.

For example, if you're a salesperson, SDR or marketing person add your contact card to your boards so that leads know how to contact you in case of questions.  

By default, Folloze dynamically presents the Inviter (whoever invited the lead to the board) as the contact. However, you can name different people as the inviter and contact person. This can be useful when you’re building a board on behalf of another organization and want to add a different contact person and not yourself. For more details on changing contact card settings, read here. 

To add a contact card floating section: 

1. Select the board you wish to design.
2. Open the Designer. 
3. On the top menu bar, open the Floating Sections.
4. Click Add Element. 
5. Select Contact cards and choose the type of contact card you wish to add to the board.

• • Simple contact card: appears on the board as a photo image and can be opened to display more details.                                                                                                                       
  • Classic contact card: appears as in a smaller layout version on the board including the photo and name and can be opened to display more details.                                                               

     6. Click Add floating section. The contact card settings appear on the board.

       7. Configure the contact card settings: 

• • To set the position of the contact card on the board, use the grid layout. To fine-tune the vertical or horizontal positioning, set a number in the relevant box.    
  • To hide the CTA button, disable the eye icon next to Button. 
  • To select a CTA button to show on the contact card, click Actions and choose an action from the drop-down list. 
  • Enter the text to be displayed on the button in the text box.
  • To add animation to the button, select Add animation.        

       8. To preview the board with the floating contact card, click Preview on the top menu bar.  

Adding a cookie message 

You can add a cookie notification message to your board to protect yourself against certain privacy and cookie laws, such as the European's Union's General Data Protection Regulation (GDPR). Once your Folloze Company Admin has created the company's cookies messages, you can select a message and add it to your board through the Floating sections in the board's Designer.

These messages are required by certain privacy and cookie laws, such as the European Union’s General Data Protection Regulation (GDPR).

To add a cookie message to your board: 

1. Select the board on which you wish to add a cookie message.
2. Open the Designer.
3. Open the Floating Sections.
4. Click Add Element.
5.  Select Cookie Messaging and click Add floating section. The Cookie Messaging settings appear     on the board. 

• • If the Admin selects an internal cookie message, you will see the following cookie settings: 
  • If the Admin selects an external cookie message, you will see the following cookie settings:

     6. Configure the cookie message settings: 

• • To set the position of the cookie message on the board, use the grid layout. To fine-tune the vertical or horizontal positioning, set a number in the relevant box.              
  • Select the message type from the drop-down menu. 
  • To show the privacy message in Only Regulated Countries, activate the checkbox. If disabled, the cookie consent message will be shown in all countries.     

7. To preview the board with the cookie message, click Preview on the top menu bar. The cookie message is displayed on the board like this:

Adding a greeting message popup 

You can target your board visitors with a popup greeting message when they first open your board. This can add a human touch to your board, helping to personalize your interactions with visitors from the very beginning of their journey.

By default, the greeting is signed by the person sharing the board (the inviter). The board greeting only appears once on the first time someone visits the board. If that same visitor reopens the board later, they will not receive the greeting.

To add a greeting message to a board:

1. Select the board on which you wish to add a popup greeting message.
2. Open the Designer.
3. Open the Floating Sections. 
4. Click Add Element. 
5. Select Popups and click Add floating section. The greetings popup settings appear on the board.
6. To set the position of the greetings popup on the board, use the grid layout. To fine-tune the vertical or horizontal positioning, set a number in the relevant box.   
7. To configure the greetings popup settings, open one of the following: 

• • Opening text
  • Title
  • Paragraph 

      8. To hide the opening text, title or paragraph, disable the eye icon next to it.

      9. Use the rich text editor to modify the opening text, title and paragraph.

     10. To preview the board with the greeting message, click Preview on the top menu bar. The greeting                 message is displayed on the board like this: 

Adding a Gating form 

You can add a gated form to require unknown users to identify themselves on a form before viewing content items. You can also choose to require known users to complete a form before viewing an item. 

You can gate all the content on your board or only specific items. 

Before adding the gated form in the Designer, you must first enable content gating in the Content tab.   

To add a gated form to a board:

1. Select the board on which you wish to add a gated form. 
2. Open the Designer.
3. Open the Floating Sections. 
4. Click Add Element. 
5. Select Gating form and click Add floating section. The gating form settings appear on the board.
6. To set the position of the gated form on the board, use the grid layout. To fine-tune the vertical or horizontal positioning, set a number in the relevant box.   
7. To require leads to complete the form before viewing gated content, enable Mandatory gating. If disabled, users can view the item by closing the form. 
8. To also require known leads to complete a form before viewing gated content, enable Also for known leads. If disabled, only unknown leads are required to complete a form before viewing gated content. 
   
9. Select a form from the drop-down list or click NEW FORM to create a new form. To learn how to create a new form, read Designing Buttons and Forms. 
10. To send an email upon submission, enable the checkbox.
11. To preview the board with the gating form, click Preview on the top menu bar. The form you selected is displayed on the board like this: