Transaction Scroller

Usage notes:

  • Adds a row of transaction cards with left to right scrolling for additional content.

  • Pulls content from the Transactions folder. You can modify the filtering to choose a particular industry(s), service(s) or transaction type to display.

  • The card displays: the thumbnail image. The card does not link to anything.

How to build (module):

  • Content Source: Select the types of transactions you want to display by adding services, industries, and/or transaction types. Leave blank if you want to show all.

  • Intro Text: All of the same fields apply here (see the basic text page for more details)

Settings:

  • Max Quantity: Leave blank if you want all transactions in a given targeting selection to show. If you want to show transactions from all possible categories, or a category that would have a substantial number of transactions and want to limit them to a more manageable amount to click through, you can do that here. If you don't want the left/right arrows to show up, set the max quantity to the same amount as the number of cards in a row.

  • Min Quantity: This is helpful if you're choosing specific transactions you want to show and then want it to fill in with more from a broader category.

  • Number of Cards in Row: default is 3 cards for this module. Changing the number of cards in a row will change the size of the cards.

How to build (a transaction):

  • Open the Transactions folder (listed as a separate starting item in the content tree, not within the Home node)

  • Either: duplicate an existing transaction with similar targeting (right-click > copy > select the transactions folder) or click the 3 dots menu and choose Transaction

  • Add or update the item name

  • Add a thumbnail image (750x765 is around the dimensions in the design but we can tweak that if needed based on existing sizes). There’s an existing Transactions folder in the media library you can add new images to either all at once from the Media tab or one at a time when you click the thumbnail field

  • On the targeting tab, select the appropriate Transactions category and any relevant service or industry categories (this is important for when you want to show relevant transactions on a service or industry page).

  • Save and publish

RELEVANT TRANSACTIONS

Results that matter.

See how we've helped clients navigate complex transactions and demanding valuation assignments across industries and deal types. Into text left-aligned

Oak Ridge/Oak Ridge Bank
Oak Ridge/Oak Ridge Bank
SBT/National Republic
SBT/National Republic
Spirit BankCorp.
Spirit BankCorp.
Advia/ Mid America
Advia/ Mid America
SDR Trucking
SDR Trucking
Simmons/Citizens
Simmons/Citizens

RELEVANT TRANSACTIONS

Results that matter.

No content source selected — should pull from all transactions.

Southwest Distributors Inc.
Southwest Distributors Inc.
Winona
Winona
Manufacturer of Flow Control
Manufacturer of Flow Control
Specialty Construction
Specialty Construction
Worldwide/NA Electric
Worldwide/NA Electric
Neverleak/NPG
Neverleak/NPG
Levo/Heritage
Levo/Heritage
Hose Texas/Tipco
Hose Texas/Tipco
Innovations/NW Florida
Innovations/NW Florida
Aspirant/PointC
Aspirant/PointC

RELEVANT TRANSACTIONS

Results that matter.

2 specific items selected — 2 cards per row

Southwest Distributors Inc.
Southwest Distributors Inc.
Winona
Winona
Manufacturer of Flow Control
Manufacturer of Flow Control
Specialty Construction
Specialty Construction
Worldwide/NA Electric
Worldwide/NA Electric
Neverleak/NPG
Neverleak/NPG
Levo/Heritage
Levo/Heritage
Hose Texas/Tipco
Hose Texas/Tipco
Innovations/NW Florida
Innovations/NW Florida
Aspirant/PointC
Aspirant/PointC

RELEVANT TRANSACTIONS

Results that matter.

1 specific item selected (Robins Financial Credit Union), minimum of 6 so should pull in 5 from the transaction categories selected

Winona
Winona
Manufacturer of Flow Control
Manufacturer of Flow Control
Manufacturer of process equipment
Manufacturer of process equipment
Manufacturer of safety systems
Manufacturer of safety systems
Frist Missouri/Clay County
Frist Missouri/Clay County
US Resin Manufacturer
US Resin Manufacturer
US flow Manufacturer
US flow Manufacturer
Camber Energy/Viking
Camber Energy/Viking
Stifel/Vining
Stifel/Vining
Simmons/Triumph
Simmons/Triumph

RELEVANT TRANSACTIONS

Results that matter.

Industries selected — 4 cards per row

Levo/Heritage
Levo/Heritage
Innovations/NW Florida
Innovations/NW Florida
Advia/Northside
Advia/Northside
Progressive/B1
Progressive/B1
Y12/FSB
Y12/FSB
Palmetto/Southern Bank
Palmetto/Southern Bank
One America/Hopetown
One America/Hopetown
Nusenda/Western Heritage
Nusenda/Western Heritage
Navigant/Randall
Navigant/Randall
Frist Missouri/Clay County
Frist Missouri/Clay County