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Preview cobranding partners in the desktop dashboard
Preview cobranding partners in the desktop dashboard

How to preview cobranding partners in the desktop dashboard

Updated over a week ago

It's easier than ever to preview the experience of your cobranded partners in the Cardtapp dashboard.

There are 2 methods for previewing a cobranded partner

Option 1: Previewing a Cobranded Partner During Setup

When setting up a new contact, you can get a sneak peek of the cobranded experience.

Here’s how:

  1. Start the New Contact Creation Process: Navigate to the “Add cobranding partner” on the left hand side of your dashboard and click on it.

  2. Fill in the Required Details: Enter the partner's details as prompted.

  3. Live Preview: As you add in the partner's details, you will see a real-time preview of the cobranded app

Example of live preview

Option 2: Previewing an Existing Cobranded Partner

To preview the experience for a contact you've already set up:

  1. Navigate to the Contact Grid: Go to the main dashboard and find the contact grid.

  2. Search for the Contact: Use the search bar or scroll through the list to find the contact you want to preview.

  3. Click on the Contact Name: This will open the contact's detailed record.

  4. Go to the “More Details” Tab: Within the contact record, click on the “More Details” tab.

Example of live preview

Frequently Asked Questions on Cobranded Partner App Preview

Q: Can I preview multiple cobranded partners at once?

A: No, the preview function is designed to show the experience for one cobranded partner at a time. However, you can quickly navigate between contacts to preview different experiences.

Q: Can I edit the cobranded experience after previewing it?

A: Yes, you can edit the cobranded settings and then preview the experience again to confirm the changes.

Q: Why does the preview experience look different from the actual experience on my partner’s device?

A: The preview function aims to give a close representation of the actual experience. However, differences in device types, screen sizes, and operating systems can result in minor variations. Always ensure your partners check the experience on their devices.

Q: Can I share the preview with someone else?

A: The preview is primarily designed for you to check the experience. To share the actual experience, you'll need to direct someone to the live version or use the share function in your dashboard.

Remember, the Cardtapp dashboard is continually evolving to meet your needs. If you have any feedback or suggestions, please let us know!

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