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 |
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.
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 |