How to Configure Banners in Customer Portal and Emails
Organizations can effectively communicate important updates or information to clients by configuring announcement banners in the customer portal or by incorporating messages into email notification templates. These methods ensure that announcements are visible and accessible at the users’ convenience.
This article will guide you through the steps to configure announcement banners in the customer portal and add messages to email notification templates.
Configuring Banner Message in the Customer Portal
- Go to the Admin section of your account.
- Click on Customer Portal.
- Under the General tab, you’ll find the field for the Announcement Banner.
- Select the text format (Rich text or Plain text). In the Rich Text, you can change the font size, and font color and highlight it. It also enables you to set the links in the announcement banner.
- Enter your desired message in the textbox.
- Click Update to save the changes.
This banner will prominently display your message at the top of the portal page, ensuring that it captures the attention of all users.
Configuring Email Templates with a Banner Message
- Navigate to the Admin center >> Email notification.
- Under Contact tab, choose an event you need to configure and click the settings icon next to it.
- Click Edit icon, then add a banner message content at the top in the description section.
- Click Update to save the changes.
The email notifications are only sent based on events. The relevant notification events that can be configured under the contact module are; New Ticket Created, Ticket Replied by Agent, Ticket Replied by Contact, ticket Created On Behalf of Requester, Ticket Solved, Ticket Closed, Ticket Public Note Added.
Related Articles
How to Configure Customer Portal Settings
How to Manage and Personalize Email Notifications
