Create a Banner Message

Use a banner Message to get your customers' attention with a quick note or alert and a call to action across the top of your site or web-based app, above your regular content. Greet your customers by name, and use attention grabbing text formatting and emojis to make sure customers are in the know! 

This article will walk you through creating a simple banner Message. The Banana Shirt Stock Notice Message in the example below will show a banner across the top of the page to alert customers to a low stock situation. This Message will show to any visitor the first time they visit a page that has the J&G Beacon installed. 

You need to have the Messages & Beacons: Create, edit, delete permission to follow these steps. 

Head to Messages from the top menu and you're on your way!

1

Click Create Message in the top right corner if you're not already on the New Message screen. Give your Message a name that only your Help Scout Users will see. Choose Banner for the Display type, then click Create.

2

Start on the Create tab. First up, choose the Beacon that will show this Message. Make sure the Beacon you choose is installed on the pages where you want this Message to appear on your site or web-based app. 

Enter the text and emojis you want to display in the Body. Choose to format your text with bold, italic, underline, or insert a link. Click the + symbol to insert a variable to greet your customers by name if you've implemented Beacon using the identify method. (See Use identify to Send Customer Data for more help on that.) 

3

Select the Action you want to take and define the button text for your action. Choose the background color for your banner. Choose to repeat the message if desired. 

Check out Messages Actions, Events, and Audience for more details on each Action available. 

4

A preview of your Message will show on the right side of your screen as you fill in these fields.

5

Click the Events tab at the top of the page. Choose First visit to show your Message to visitors the first time they land on a page with your Beacon.

Head over to Messages Actions, Events, and Audience for more detail on the Sequence of events or Manual options.

6

Click Audience as the top of the page. Choose Everyone to show the message to all visitors that meet the Event criteria.

See Messages Actions, Events, and Audience for more information on the Selected people option.

7

Click Schedule at the top of the page. Choose Start now to start your Message showing as soon as you finish the setup. Choose Schedule to specify dates for the start and end of the Message campaign. 

8

Click Save in the top right corner when you've set each option, then choose Review and Start to review your choices and start the Message, following the schedule you set. Click Start and confirm it to get things going. 

And ta-da — you've created a banner Message! 🎉

Hop in there and try different options, and check out Messages Performance Reports for more information on the metrics available.