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Overview

Once you’ve created a bridge, as a bridge builder, you can customize the bridge view for the rest of your team (consumers) to ensure that they’re seeing the most actionable, relevant information in their feed and email digest. This configuration will be reflected both in consumers’ “My Feed” as well as within their email digest.

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How to configure the consumer view

1

Switch the bridge to Consume view

Bridge view toggle showing Consume mode
2

Open Configure consumer view

Consume view menu with Configure consumer view option
3

Update layout, then set filters and sorting

You’ll be able to customize the consumer view by changing the default information layout and by applying filters & custom sorting to ensure only the most relevant data is shown to your team.
As you customize the consumer view configuration, you can see a live preview of how the bridge will be presented to your team. Changes you make aren’t applied until you click Save consumer view in the top right.
Consumer view configuration screen with live preview

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Layout

There are two bridge views: table view and card view. Only the card view is available on “My Feed”. Within the bridges tab, users can toggle between the table view and card view.
You can change the column layout to customize the order in which bridge information is presented to your team. The layout can be configured for both the table and feed (card) view.
Column layout configuration for table and feed views
For both views, you can decide which columns (or data) you’d like to show by checking the checkbox next to each column, in addition to the order that this information shows in by dragging the columns into your desired order. The columns shown in the table view and the feed (card) view do not need to match. You can easily copy the column layout between the Feed & Table views by clicking on the “Copy to feed view” or “Copy to table view” option on the top right.
Certain columns cannot be removed from the feed (card) view because they’re fundamental to the feed experience and must be present.
When you’re adding a new column to a bridge, you’ll be prompted to select whether you’d like for this column to be present in the consume bridge view. By default, all new columns will be shown in the consume bridge view.
Add column flow showing option to include column in consumer view

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Filters & Sort

Bridge filters & sorting help you determine which subset of bridge data is visible to your team, and in what order based on data attributes. Consumers can further filter and sort their bridge results, but their filters do not impact any other users or their email digest. You can filter by the following filter types:
  • Meeting Filter: Determine whether results will be shown from all buyers, or buyers in each consumer’s territory. By default, this will be toggled to “Only buyers in a user’s territory”. If a user does not have a territory, they will see signals from all buyers.
Meeting filter settings showing territory toggle
  • Column Filter: Filters limit signals to be shown only if certain column criteria is met. For example, you could configure filters to only show signals with scores above a certain threshold, to only show signals for buyers that are currently customers, etc.
Column filter configuration UI
You can sort the bridge results based on the value of each column, so that the results are displayed based on your desired priority/order. For example, you could sort by account score (largest to smallest), enrollment size, and more.
Sort configuration UI for bridge results