remove-square-1 smiley-indifferent add-circle-bold cog-1 view-off keyboard-arrow-up headphones-customer-support filter-1 smiley-sad-1 archive single-neutral move-to-top synchronize-arrows-1 pencil-write add shield-warning smiley-happy keyboard-arrow-down book-star love-it rating-star folder-file-1 diagram-fall-down ticket-1 list-bullets rating-star messages-bubble-square lock-unlock-1 arrow-right-1 smiley-unhappy multiple-neutral-1 envelope-letter close disable add-square time-clock-circle hyperlink-2 arrow-up-1 pencil-1 smiley-unhappy arrow-down-1 wench layout-module-1 smiley-indifferent undo analytics-pie-2 navigation-menu-horizontal alarm-bell-1 common-file-stack network-browser file-code attachment-1 open-quote copy-paste envelope-letter print-text download-thick-bottom alert-diamond archive single-neutral-actions arrow-down-2 multiple-circle floppy-disk social-media-twitter close-quote arrow-left-1 close expand-6 smiley-sad-1 send-email-1 search add-circle ticket-1 information-circle smiley-happy flying-insect-honey remove-circle credit-card-1 check-1 hierarchy-9 view-1 time-clock-midnight drawer-send lock-2 smiley-smile-1_1 tags-double pencil-1 bin-paper-1 multiple-users-1 smiley-thrilled expand-6 button-record check-circle-1 view navigation-menu cog

Menu Shortcuts

How to use Menu Shortcuts to provide intuitive ways for your readers to manage their account.

Menu Shortcuts allow you to quickly direct your readers to specific account management options.

Pico provides an on-site account menu (the “Launcher”) right out of the box. It sits in the lower-right corner of your site to work well with most site designs, but it's a relatively new design pattern that some of your readers may not be used to.

To make accessing this Menu more intuitive, we recommend you provide Menu Shortcuts when appropriate. There are two methods of implementing Menu Shortcuts: (1) Links and (2) Custom Triggers.

Menu Shortcut Links

  1. Links are best shared off-site (in email newsletters, for example), while Custom Triggers are designed for on-site use to provide an instant interface response.
Menu View &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; Link Suffix &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp;Customer Trigger Class<br style="box-sizing:inherit;"><br style="box-sizing:inherit;"><br style="box-sizing:inherit;">Main Menu &amp;nbsp; &amp;nbsp; &amp;nbsp;/?pn=manage_account &amp;nbsp; &amp;nbsp; &amp;nbsp; class="PicoManageAccount"<br style="box-sizing:inherit;"><br style="box-sizing:inherit;">Edit Profile &amp;nbsp; /?pn=edit_profile &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; class="PicoEditProfile"<br style="box-sizing:inherit;"><br style="box-sizing:inherit;">Manage &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; /?pn=manage_newsletters &amp;nbsp; class="PicoManageNewsletters"<br style="box-sizing:inherit;">Newsletters &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp;<br style="box-sizing:inherit;"><br style="box-sizing:inherit;">Manage Payment /?pn=manage_payment &amp;nbsp; &amp;nbsp; &amp;nbsp; class="PicoManagePayment"<br style="box-sizing:inherit;">&amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp; &amp;nbsp;<br style="box-sizing:inherit;"><br style="box-sizing:inherit;">

Adding a Link suffix above to your homepage address, for example, will open up your homepage and simultaneously trigger the Pico Menu to pop open in the lower-right corner.

You can view a quick list of Menu Shortcuts that correspond with your site by clicking on "Site Interaction" within the "Settings" from the Pico CRM here:

Menu Shortcut Custom Triggers

2. In contrast, adding one of the Custom Trigger classes to an element on your site will enable readers to click on the element for instant access to the Pico Menu (without waiting for the page to refresh).

Pro Tip: If you manage multiple newsletters, you don't want your subscriber to accidentally unsubscribe from all of them, as they would using Mailchimp's default "Unsubscribe" link. Using a Menu Shortcut Link to the Manage Newsletters view, you can provide more clarity in your newsletter footer. Check out how to change your Mailchimp template footer article for a detailed recommendation.

Pro Tip: If you have a navigation bar or menu on your site, your readers may expect to find a "Log In" or "My Account" button here. We recommend creating such a button with the appropriate Menu Shortcut Custom Trigger. Note that with Signals, you can use CSS to toggle the text of this button between "Log In" and "My Account" (or any pair of actions that are appropriate for pre-login and post-login states).