Customer alert messages are a great way to share information or provide instructions to your customers. These messages can include text, pictures, live links, and attachments and will appear on the customer portal when your customers log in.
You can schedule the messages and set a low or high priority which will impact the border colour of the message.
To create a Customer Alert Message, follow these steps:
- Navigate to your Settings
- Email & Screen Messages
- Customer Alert Messages
- Select “Add a new alert message”
- Select “yes” to publish the alert message. (This will allow your customers to view this message)
- Select a Normal or High priority. Normal priority will have a yellow border, and High priority is a red border.
- Optional: Add a schedule for when to start and end the banner.
- Add your text and any other attachments
- Save
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