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Manage Banners & Notifications

Applies to: Administrators, Marketing Managers

Banners are used to display important announcements, promotions, or system notifications to users within the Client Portal.

View and Edit Existing Banners

  1. Navigate to Product Settings > Banners.
  2. You will see a list of all active and inactive banners.
  3. To edit one, click on it, You can update its Name, Priority, and other fields.

Banners

Creating a New Banner

  1. Click the Create Banner button.
  2. Fill in the form:
    • Name: A short, attention-grabbing headline.
    • Priority: A numerical value that determines the display order of banners.
    • Enable: A toggle switch to turn the banner on (Yes) or off (No). Select "Yes" to show the banner to users.
    • Image: Upload images (Desktop view, Mobile view) to make the banner more visually appealing.

Create banner

  1. Click Submit.

Best Practices

  • Be Concise: Keep the message clear and short.
  • Use Scheduling: Use the start/end dates to run time-sensitive promotions.
  • Don't Overwhelm: Avoid having too many active banners at once.