TABLE OF CONTENTS

Manager Introduction


In our endeavor to bring managers front-and-center, the first fold of the microsite will now feature the manager profile image.


This, along with the newly added short pitch introduces the manager to microsite visitors immediately, in order to build trust.



Managers should update their profile image from the publisher platform (Profile -> Website -> Manager Intro). To make the most out of the new UI, we recommend the following style guide:


  • File Format: PNG

  • Resolution: 340 X 365 px

  • Portrait image, preferably without background

  • Face should be clearly visible


smallcases List


To provide a better guided discovery experience to drive users to the subscription flow, we have re-imagined the smallcases list.


  • We found that user interest is maximum for smallcases list. Hence, we have moved up this fold to come right after the first fold

  • We will now sort the list of smallcases by number of subscribers. Additionally, a newly launched smallcase will be visible at the top of the list for the first 30 days after launch. This provides an improved discovery experience to the users

  • We have improved the smallcase cards and enhanced the design to a more sleek and uniform structure. This aims to provide a better user experience

  • We have incorporated pagination to the smallcases list. This will de-clutter the microsite and provide a better navigation experience to the users


Introducing tags

  • Managers can now add tags to smallcases on the microsite. This can be done from the publisher platform (Admin -> Collections)

  • This provides managers with the ability to nudge users to their top picks or choices

  • This also provides users with the ability to select relevant filters to find the right smallcases for them

  • Our data indicates that subjective tags like “Top Performing” or “Most Popular'' see significant traction and are successful in driving user behaviour

  • Additionally, objective tags like “Highest 1Y returns”, “MIA under 25K'' etc. help users filter smallcases effectively

  • Please note the following points for this feature:

    • Tags will only be enabled for microsites with >5 smallcases

    • At a time, no more than 5 tags are allowed

    • The ordering of tags can be controlled from the platform, along with a default selection if required


Manager Profile


The manager profile now has an updated user interface! 


We have also removed the restriction of adding only one out of the blog or video. If added, the video will now be embedded beside the description. A custom thumbnail can also be provided from the publisher platform for the same. If no video is added, the manager profile image will be shown by default.


Additionally, we have added a static “About manager” CTA in the header to provide direct navigation to this section.


Twitter Testimonials


You asked, we delivered!

Now, managers can add twitter testimonials which show up as a rolling carousel on their microsite. Subscriber testimonials serve as a powerful tool to build trust and provide social validation. 


Managers can add subscriber tweets directly from the publisher platform (Profile -> Website -> Social Media). Tweet information needs to be uploaded as per the format provided in the sample csv on the platform. A minimum of 3 tweets need to be added in order for the carousel to show up on the microsite.



Get started section


We have re-designed the get started section to make it easier for users to understand the smallcase investing experience. We have added GIFs for each step for users to visually understand the entire flow.


Additionally, we have added a static “How to invest?” CTA in the header to provide direct navigation to this section.