Mini Widget Basics

  • Updated

Parts of this article may contain a projected roadmap and is for informational purposes only. It is not a binding commitment by MX, and you should not rely on it when making buying decisions, as development, features, functionality, and release dates could change.

The mini widget allows financial institutions to embed a smaller and more lightweight Financial Feed experience.

With fewer insight cards to display and less functionality than the full feed, it can fit in smaller spaces on a webpage or mobile app. It’s intended to captivate and drive more users to the full feed.

Embedded mini widget

The Essentials

In the mini widget, users see a carousel of up to five insight cards that correlate with the most recent five insight cards at the top of their main feed. These cards will be unique to accommodate smaller screen resolutions. They will also display only information, without their standard calls to action.

  • The mini widget will display a maximum of five insights.
  • If users have only one or no insights to display, they will see zero state cards.
  • If an insight is turned on in the full feed, it is also turned on in the mini widget. 
  • Implementation: As with all our web based widgets, authentication is done through a generated single sign-on (SSO) token and the product can be embedded as the client chooses. Learn more at developer.mx.com.

    You need credentials to access developer.mx.com. Contact your CSC if you do not currently have access.

  • The carousel has a 400 pixel minimum height and 300 pixel minimum width. If an insight’s text becomes too long and is unable to fit within the mini card, then text will truncate with “...”

Mini Widget

Example of how the mini widget can look

The Details

Zero State Cards

The mini widget will display a minimum of two insights and a maximum of five. When there is not enough user data or client-activated insights to display, users may have no insights to display. In that case, they will see two zero state cards. If they have one insight to display, they will also see one zero state card. If they have three to five insights to display, they will see those and will not see any zero state cards.

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

zero_states.png

Example images of both zero state cards.

Insight Order

The mini widget displays the same insights in the same order as the full feed, which is in chronological order.

Insight Display Time

Insights will stay in the mini widget carousel until they are pushed out by newer insights.

Active insights

Insights can be turned on/off in the client insight profile. This will turn the insight on/off in both the full feed and the mini widget. Clients can turn on/off mini widgets, but in order to turn on/off a mini card, the full insight must be turned on.

New Insight Button

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.

Financial Feed Introduction Card

In the mini widget, this card appears as one of the earliest insights generated, and moves down the feed naturally, just like other insight cards..

Carousel Arrow Buttons

When viewing the first card, the left arrow will be disabled. When viewing the last card, the right arrow will be disabled. Additionally the dots in between the right and left arrows are clickable and will navigate the user to that specific position.

Calls to Action

An optional “View more” button is available for a quick link to the feed but does require an additional integration from the client to consume a PostMessage event. Note, the original primary intention of the mini widget is to direct users to the full feed.

Find PostMessage documentation here.

To enable this feature, check “ Show Full Experience Link In Mini Widget?” in the Client’s Widget Profile. By default the “View more” button is hidden on the mini widget.

Mini Widget for Mobile

Just as with the full feed, clients can implement the mini widget on mobile with single sign-on in an iframe that displays a webview. Implementation and placement of the mini-widget is done by the client.

Number of Insight Cards Displayed

You will only ever see 5 cards. It loads 5 cards and sees how many are available with a mini version. The system continues that pattern until the mini widget displays up to 5 cards, or has requested 20 cards.

What kinds of insights constitute a mini widget insight card?

"Where user input is requested and no info is given, we need not create a mini card".

For example:

It doesn't make sense or is useful to have a mini card for the "User feedback" insight. Nor would it make sense for the “DesignateEm.Saving” or something like "What is your interest rate?", or "DesignatePrimaryChecking".  As they request info rather than giving info.

Mini Card Availability

The following insight cards are also available as mini cards. 

Not all V1 insights have mini cards, so they may not appear on this list. 

  • American Federal Bank Holidays
  • American Upcoming Deadline Alert
  • Bill Amount Not Standard
  • Canadian Federal Bank Holidays
  • Canadian Upcoming Deadline Alert
  • Category Spending V2
  • Cash Back
  • Celebrate Credit Card Payoff
  • Check Deposit
  • Charge Dispute Refund
  • Cost Of Living To Income
  • Credit Card Close To Limit
  • Credit Utilization
  • Debt Payment Reminder V2
  • Debt Payment Reminder
  • Debt Payoff Strategy
  • Deposit 529
  • Duplicate Payment V2
  • Duplicate Payment
  • Emergency Savings Milestone
  • Fee Detected
  • Government Deposit
  • HSA Deposit
  • HSA Withdrawal
  • Introduce Insights
  • Large Deposit
  • Large Transaction
  • Low Account Balance
  • Merchant Credit Received
  • Micro Deposits
  • Mini Zero State One
  • Mini Zero State Two
  • Monthly Credit Card Interest Summary
  • Monthly Debt To Income Comparison
  • Monthly Debt To Income Comparison V2
  • Monthly Deposit Summary
  • Monthly Deposit Summary V2
  • Monthly Emergency Savings Reminder
  • Monthly Non Essential Category Summary
  • Monthly Non Essential Category Summary V2
  • Monthly Savings To Income Comparison
  • Monthly Spend Comparison V2
  • Monthly Spend Comparison
  • Monthly Spend To Income Comparison
  • Monthly Spend To Income Comparison V2
  • Monthly Subscription Aggregate
  • Monthly Subscription Aggregate V2
  • Monthly Top Merchant Spending V2
  • Monthly Top Merchant Spending V3
  • New Merchant
  • Overdraft Warning
  • P2P Categorization
  • Payroll Advance
  • Power Savings Opportunity V2
  • Payroll Deposit
  • Quarterly Summary
  • Replenish Savings
  • Save Enough To Live On
  • Savings Account Balances Summary
  • Savings Account Deposit
  • Savings Opportunity
  • Savings Opportunity V2
  • Subscription Detected
  • Subscription Price Increase
  • Tax Deposit
  • Transparent Overdraft
  • Weekend Spending Summary
  • Weekend Spending Summary V2
  • Unified Deposit
  • Uncategorized Transactions
  • Uncategorized Transactions V2
  • Weekly Uncategorized Transactions V2
  • Upcoming Subscription
  • Weekly New Merchants
  • Weekly No Spend Days
  • Weekly Small Purchases Summary
  • Withdrawal 529

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