The User Interface

This article will cover the following:

  • Wizards
  • Cards
  • Breadcrumbs
  • Tabs and Search

Wizards

Wizards

Wizards are used for accomplishing the day-to-day tasks such as adding a new affiliate/source or making a new offer.  Wizards will always let you review the information to ensure that the item being built is correct and will never let you submit until all required information is provided.  The above screenshot is of the Add a New Source wizard.

Cards

Cards are the organizational method in CAKE.  Each entity is housed in its own card.  There are multiple unique cards including sources, affiliates, offers, contacts and campaigns.  The above image is an example of a source card.

Breadcrumbs

Breadcrumbs allow a user to move easily around the system by clicking on a link for a different entity from the current open card.  For example, the brand card can easily be accessed directly from the offer card by clicking on the breadcrumbs.

Tabs and Search

Tabs and Search

The main tabs are located at the top of the interface.  Both main tabs contain drop down menus with helpful wizards and tools.

Sub Tabs (Left Navigation)

Sub Tabs (Left Navigation)

The sub tabs are located to the left of the interface and correspond to the main tab that is currently selected.  In the screenshot above we have selected our main Channels tab and are seeing the relevant sub tabs displayed.

Search Bar

The search engine is one of the most powerful tools in CAKE.  The search results will reflect either the name or ID number of the item being searched.  Clicking on a specific entity to the left of the results will reveal additional items associated to your search term, such as offers, campaigns, etc.

0 Comments

Add your comment

E-Mail me when someone replies to this comment