You can engage your customers by sending pop-up messages—a simple message that will be displayed when a customer enters the platform.
Quick Steps
Step 1: Navigate to Communication Settings
In the left-side panel, find the ‘Communication’ section.
Click on ‘Pop-ups’, then select ‘Add new pop-up’.
Step 2: Choose the Type of Message
You can select between two types of messages:
Banner: A larger message displayed prominently at the top or bottom of the platform.
Pop-up Message: A smaller message that appears in the center of the screen when the customer logs in.
Step 3: Customise Your Pop-Up Message
Title: Give your pop-up an engaging title.
Image (optional): Add an image to make the message more visible and eye-catching.
Content: Write the main content of the message.
Links and Labels: You have the option to include links and labels to guide users to specific products, modules, or pages.
You can fully customise the message to match your needs and preferences.
Step 4: Set Location and Duration
Location: Choose where the pop-up will appear on the platform.
Live Period: Set the period during which the pop-up will be live and displayed to users.
By following these steps, you can effectively create and manage pop-up messages to engage with your customers directly on the platform.