Publishing a Banner

Banners are the in-portal megaphone, a strip across the top of the customer portal for maintenance windows, promotions, and gentle nudges. This guide publishes one end to end. For every field and stat, see Banners.

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Prerequisites

• The Admin role.
• Your copy, with a full headline plus a shorter one for phones.
• Optionally, a button label and the URL it should open.

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1. Start a new banner

Click the gear in the rail, choose Banners under Application, and click New banner. Keep an eye on the live preview at the top of the form; it updates as you type.

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2. Write the content

1. In Desktop Headline, write the full message, for example “Scheduled maintenance Saturday 3 to 5 AM ET. The portal will be read-only.”
2. In Mobile Headline, write the short version, for example “Maintenance Sat 3 to 5 AM ET”.
3. Optionally, fill in Call to Action and Link with the button text and where it goes. The button only appears when both are filled in.
4. Pick a Style. Use Info for announcements, Warning for “please act soon”, Alert for “act now”, and Primary for promotions.

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3. Schedule it

1. Leave Active on.
2. Set Publish At to when it should start. A future time schedules it.
3. Set Display Until to when it should stop, or leave it blank to keep it up.
4. Leave Dismissable on unless customers truly can’t be allowed to close it, like an outage notice.

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4. Target it (optional)

With no conditions, every customer sees the banner. To narrow it down, add a condition group under Conditions and pick a customer attribute, an operator, and a value. For example, a low-balance nudge might use Customer Balance less than 50. Every condition in a group must match; add another group for an “or”. Conditions are checked whenever a customer loads the portal, so customers start (or stop) seeing the banner as they start (or stop) matching.

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5. Create and order it

Click Create banner. If Publish At has passed and the banner is active, matching customers see it on their next page load. The portal shows one banner at a time, the first match in your list order. If you have several active banners, use Move up and Move down on the Banners list so the most important one wins. An outage notice should sit above a promotion.

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6. Check it

Look at the portal as a test customer who matches your conditions. If the banner doesn’t show, check each of these.

• Active is on.
• Publish At has passed and Display Until hasn’t.
• The customer matches the conditions.
• No other banner higher in the list matches the same customer.
• The customer hasn’t already dismissed it.

After it’s been up a while, open the banner to see Total Views, Unique Views, Total Clicks, Engagement, and how often customers dismissed it. A high dismissal rate with few clicks is a hint the message isn’t landing.

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Retiring a banner

Turn Active off to pull it straight away, or set Display Until to let it expire on schedule. Delete removes it from the list; you can still find it by including deleted records in the filter and Restore it.