Cards vs Activity Plans
The Three-Tier Model
| Card | Activity Plan | Activity Plan Detail |
|---|---|---|
| A template (the recipe) | A schedule for one participant (the meal plan) | The app card the participant sees (each meal) |
| Created once, reusable | Created when a Card is assigned | Generated automatically from the schedule |
| Lives in the Cards library | Lives on the participant's profile | Appears in the participant's app |
:::tip Key Takeaway
Card → Activity Plan → Activity Plan Details
The Activity Plan is a scheduling container - it generates Activity Plan Details (app cards) based on its schedule.
:::
How It Works
1. Card (Template)
A Card defines what to deliver - an Activity, Content, or Health Measure. Created once by a coach, reusable across many participants.
2. Activity Plan (Schedule)
When you assign a Card to a participant, an Activity Plan is created. This happens:
- Manually - A coach assigns a Card from the participant's profile
- Via Journey - The participant reaches a Journey state that triggers a Card assignment
The Activity Plan defines:
| Field | Description |
|---|---|
| Participant | Who receives the card |
| Source Card | Which Card template it came from |
| Schedule | When it appears (daily, weekly, one-time) |
| Start/End Dates | The active period |
| Health Area | Which section of the app it appears in |
3. Activity Plan Details (App Cards)
The Activity Plan generates Activity Plan Details - these are what the participant actually sees and interacts with in their app.
:::warning Important
The Activity Plan itself doesn't appear in the app. It's the Activity Plan Details that show up as completable items.
:::
| Activity Plan | Activity Plan Details |
|---|---|
| One per participant | Many per Activity Plan |
| Defines the schedule | Generated by the schedule |
| Tracks overall progress | Tracks individual completions |
| "Daily at 8am for 4 weeks" | "Mon Jan 1", "Tue Jan 2", "Wed Jan 3"... |
For a "Daily for 4 weeks" schedule:
- 1 Activity Plan is created
- 28 Activity Plan Details are generated (one per day)
- Each detail has its own due date, completion status, and responses
Visual Overview
Example: Morning Mood Check-In
Step 1: Coach Creates a Card
A coach creates a Card called "Morning Mood Check-In":
- Type: Activity
- Contains 3 Activity Elements (mood slider, sleep quality, comments)
- Default schedule: Daily
Step 2: Card Gets Assigned
John Smith is enrolled in the "Better Sleep" Journey. When he reaches Week 1, the Journey automatically assigns the Card to him.
Step 3: Activity Plan is Created
An Activity Plan is created for John:
- Linked to his participant profile
- Scheduled for 8am daily (his preferred time)
- Runs for 4 weeks
Step 4: Details are Generated
The Activity Plan generates 28 Activity Plan Details - one for each day of the 4-week period. These appear in John's app feed.
Step 5: Participant Completes Them
Each morning, John sees that day's Activity Plan Detail in his app. When he completes it:
- His responses are saved to that specific detail
- A score is calculated
- The parent Activity Plan tracks progress (e.g., "15 of 28 completed")
Step 6: Coach Reviews Progress
The coach views John's Activity Plan to see:
- Completion rate
- Score trends over time
- Individual responses for any specific day
Card Types
| Card Type | How Details are Generated |
|---|---|
| Activity Card | One detail per scheduled occurrence |
| Content Card | One detail per scheduled occurrence |
| Health Measure Card | On-demand - participant creates details when logging |