How to configure 🥽 ​

Learn the step-by-step process of configuring the Dynamic Banner Management Module in Rise CRM.

Introduction ​

The Smart Banner feature in Rise CRM offers a unique opportunity to engage users by displaying important messages, announcements, or promotional content at the top of the screen. This feature can be used on both the admin and user dashboards, making it an effective tool for communication. In this guide, we will take you through the steps to implement and manage Smart Banners in Rise CRM, helping you deliver timely updates, encourage user actions, and improve overall user experience while maintaining a smooth and non-intrusive interface.

Banner Management ​

To add new banners, navigate to the "Banner Management" link in the side menu and click on the "Add New Banner" button.

This action will redirect you to a form where you can input the details of your new banner.

To crop the image you have to click on edit button and crop your image

Banner Title ​

Specify a title for your banner. For instance, a banner wishing someone a happy diwali might have the title "Happy Diwali".

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. The banner on the client dashboard will appear as shown below:

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 a few examples of how your banner will look on different devices:

1. Desktop/Laptop

2. Tablet

3. 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.