How to configure smartbanners
Written by aayush
Last updated
Introduction
The banner management module within RISE CRM presents a powerful opportunity to engage users, convey important messages, and promote key initiatives by displaying banners on both admin and client dashboards. In this comprehensive guide, we will walk you through the essential steps to seamlessly implement banner displays within your RISE CRM, thereby enhancing user experience and maximizing impact.
Banner Management
To add new banners, navigate to the "Smart Banners" link in the side menu and click on the "Add Banner" button.
This action will redirect you to a form where you can input the details of your new banner.
Banner Title: Specify a title for your banner. For instance, a banner wishing someone a happy birthday might have the title "Happy Birthday".
Start Date & End Date: Select the start and end dates to determine the duration for which the banner will be displayed. Banners will appear within the specified time period.
Banner Image: Upload the banner image, ensuring it meets the recommended size of 1600 x 300 pixels. Supported image extensions include .jpg, .jpeg, .png, .bmp, and .webp.
Admin Area: Choose whether to display the banner for all staff members, specific staff members, or omit it from the admin dashboard entirely. The banner on the admin dashboard will appear as shown below:
Clients Area: Similarly, select whether to display the banner for all clients, specific clients, or exclude it from the client dashboard.
Responsive Design
The Banner Management module ensures support for various devices, including desktops, tablets, and mobile devices. You can upload banner images confidently, knowing they will display correctly across different screen sizes.
Here are few examples of how your banner will look on different devices:
Desktop/Laptop
Tablet
Mobile Devices
Finally, the banner slider will look like this:
That's all, and you are good to go! 🚀 Feel free to contact us if you have any questions or need further assistance.