SmartBanners – Dynamic Banner Management Plugin for Rise CRM

Introduction

Welcome to the SmartBanners - Dynamic Banner Management Plugin tutorial for Rise CRM! This plugin allows you to create and manage banners that can be displayed across your Rise CRM platform. With SmartBanners, you can easily create personalized, dynamic banners that reflect the actions and behaviors of your customers, improving the overall user experience and enhancing the effectiveness of your marketing campaigns.

In this tutorial, we will guide you through the process of installing, setting up, and using the SmartBanners plugin to create and manage your banners. By the end of this tutorial, you will be able to:

• Install and set up the SmartBanners plugin
• Create new banners and customize their properties
• Configure banner targets and triggers
• Publish and manage your banners

Let's get started!

Step 1: Installing the SmartBanners Plugin

To install the SmartBanners plugin, follow these steps:

1. Log in to your Rise CRM account and go to the "Apps" tab.
2. Click on the "Install New App" button.
3. Search for "SmartBanners" in the app store and click on the result.
4. Click the "Install" button to install the plugin.
5. Wait for the installation to complete.

Once the installation is complete, you will see the SmartBanners plugin icon in the Rise CRM dashboard.

Step 2: Setting up the SmartBanners Plugin

Before you can start creating banners, you need to set up the SmartBanners plugin. Follow these steps:

1. Go to the "Settings" tab of the SmartBanners plugin.
2. In the "General" tab, enter your desired plugin name and description.
3. In the "Advanced" tab, configure the plugin settings as needed. This includes setting the API endpoint, authentication token, and other advanced settings.
4. Click the "Save" button to save your changes.

Step 3: Creating New Banners

To create a new banner, follow these steps:

1. Go to the "Banners" tab of the SmartBanners plugin.
2. Click the "Create New Banner" button.
3. Enter the following information:
   • Name: Enter a name for your banner.
   • Description: Enter a description for your banner.
   • Image: Upload the image you want to use for your banner.
   • Target: Choose the target page or section for your banner.
   • Trigger: Choose the trigger event for your banner.
   • Conditions: Choose the conditions for when your banner should be displayed.
4. Click the "Create" button to create your banner.

Step 4: Configuring Banner Targets and Triggers

To configure your banner targets and triggers, follow these steps:

1. Go to the "Banners" tab of the SmartBanners plugin.
2. Click the three dots next to your banner and select "Edit".
3. In the "Target" section, choose the target page or section for your banner.
4. In the "Trigger" section, choose the trigger event for your banner. This can be an action, such as "Viewed a page" or "Clicked on an element".
5. Configure the trigger settings as needed.
6. Click the "Save" button to save your changes.

Step 5: Publishing and Managing Your Banners

To publish your banners, follow these steps:

1. Go to the "Banners" tab of the SmartBanners plugin.
2. Click the three dots next to your banner and select "Publish".
3. Your banner will now be published and displayed on your Rise CRM platform.

To manage your banners, follow these steps:

1. Go to the "Banners" tab of the SmartBanners plugin.
2. Click the three dots next to your banner and select "Edit".
3. Make any changes as needed and click the "Save" button to save your changes.
4. To unpublish your banner, click the "Unpublish" button.

And that's it! With these steps, you have successfully installed, set up, and used the SmartBanners plugin for Rise CRM.