Banner Manager for RISE CRM

Introduction to Banner Manager in RISE CRM

The Banner Manager is a powerful tool in RISE CRM that allows you to create, manage, and display custom banners across your CRM platform. With the Banner Manager, you can easily create visually appealing banners to promote important messages, events, or offers to your users. In this tutorial, we will guide you through the steps to use the Banner Manager in RISE CRM.

Prerequisites

Before you start, make sure you have the following:

• A RISE CRM account with the necessary permissions to access the Banner Manager
• A basic understanding of HTML and CSS (optional but recommended)

Tutorial: Using the Banner Manager in RISE CRM

Step 1: Accessing the Banner Manager

To access the Banner Manager, follow these steps:

1. Log in to your RISE CRM account.
2. Click on the "Settings" icon () in the top-right corner of the screen.
3. Select "Customization" from the dropdown menu.
4. Click on "Banner Manager" from the customization menu.

Step 2: Creating a New Banner

To create a new banner, follow these steps:

1. Click on the "Create Banner" button.
2. Enter a name for your banner in the "Banner Name" field.
3. Upload your banner image by clicking on the "Browse" button and selecting the file from your computer.
4. Enter the text for your banner in the "Banner Text" field. You can use HTML and CSS to format the text.
5. Set the "Banner Type" to either "Global" or "Entity-specific". Global banners will be displayed across the entire CRM platform, while entity-specific banners will be displayed only on specific entity pages (e.g., contacts, accounts, etc.).
6. Set the "Display Options" to determine when and where the banner will be displayed. You can choose to display the banner on specific pages, entities, or for specific users.
7. Click the "Save" button to create the banner.

Step 3: Managing Banners

To manage your banners, follow these steps:

1. Click on the "Banners" tab to view a list of all your created banners.
2. Click on the "Edit" button to edit an existing banner.
3. Click on the "Delete" button to delete a banner.
4. Use the "Filter" and "Sort" options to customize the banner list and find specific banners.

Step 4: Displaying Banners

To display a banner, follow these steps:

1. Log in to your RISE CRM account.
2. Navigate to the page or entity where you want to display the banner.
3. The banner should be displayed at the top of the page, below the navigation menu.

Tips and Best Practices

• Use high-quality images and optimize them for web use to ensure fast loading times.
• Keep your banner text concise and clear to avoid overwhelming users.
• Use the "Display Options" to target specific users or entities to ensure your banner is displayed only where it's needed.
• Regularly review and update your banners to keep your CRM platform fresh and engaging.

By following this tutorial, you should now be able to create, manage, and display custom banners using the Banner Manager in RISE CRM. Remember to experiment with different settings and options to customize your banners to your specific needs.