Configuring the Customer Program Summary Portal

This topic describes the process for configuring the Customer Program Summary portal.

Refer to the Using the Customer Program Summary Portal section of the Business User Guide for more information on this functionality.

The zones on the Customer Program Summary portal leverage a number of insight types and insight groups. Insight types and insight classes are provided with the base package, but you must create insight groups that contain specific insight types in order for these zones to display the correct information.

The table below lists the zones in the Customer Program Summary portal, along with details regarding the insight group that must be created for each zone, including the insight class, the visible structure, and the insight type to be included in the insight group.

Zone	Insight Group	Insight Class	Valid Visual Structures	Insight Type
Current Enrollment	Current Enrollment	Program Enrollment	Card Insight	Customer Current Program Enrollment (X1-DACSCURPE)
Customer Insights	Customer Insights	Customer Insights	Card Insight	In Progress Service Tasks (X1-DACSINPRGSVCTASKS)
Customer Program Activity	Customer Event Participation	Customer Participation	Inline Insight	Customer Event Participation (X1-DACSCSPRT)
Eligible Programs	Eligible Programs	Eligible Programs	Card Insight	Eligible Customer Program (X1-DACSELPGM)

Refer to Contextual Insights, Insight Groups, and Defining Insight Groups for more information about configuring insight groups.