How do I decide what content to display?

X-Pages are all about creating tailored landing pages that encourage specific, helpful actions from your users. Your content should be directly actionable. For example, you can use features like Deep Linking to guide users towards tasks you want them to complete.

Use cases

Let’s look at a couple of common data points visualized in X-Pages that also act as entry points:

  • Account - An X-Pages for Account data designed to help sales reps prepare for calls with their HCPs by providing a complete, scannable picture of the HCP account. This X-Page could include:

    • Account details and preferences

    • Recent activity

    • Multichannel metrics

    • Alerts and suggestions

  • Territory - An X-Page with Territory data designed to help sales rep plan their day or review their overall performance. This X-Page could include:

    • Consolidated team performance

    • Individual sales goals

    • Comparison data to the region or nation

Planning your content

Before you start creating content, think about what specific behaviors you want to encourage in your field users.

Consider the following prompts for potential X-Pages, as well as the assortment of data they include.

Pre-Call Planning (Accounts)

  • What do I need to know about this person/company in 5 min?

  • What are my unfulfilled Suggestions for the HCP?

  • What are my recent activities and calls?

  • How do I engage with my customers?

  • What are the most relevant pending actions?

Territory Planning

  • What do field users need to know to plan their daily route?

  • Is there any information the field users should focus on when making decisions?