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CategoryCustomer Success, Educate UsersVerticalTechnology, SaaS
TopicCreate an inline, in-app message to promote a new featureID #155

Introduction

At Evergage, we utilize a variety of in-app messages to communicate with customers. Messages promoting product releases, webinars, case studies and training sessions are placed on the login screen or with our app. In this example, we show you how to set up a simple in-app message to promote a new feature.

 

Example

A customer logs into your application and sees a message promoting one of your product announcements (e.g. your Google Analytics integration). They do not click on the message as they came into the application to take care of a specific task. Because the message persists across all pages and sits subtly at the bottom of each screen, they are able to complete their task, and then they click ‘Learn More’ to see what Google Analytics integration can offer them.

 

Segment

Displayed to all site visitors.

 

Measure

Since the objective of the message is to make clients aware of a new product feature, you can create a goal of ‘used new feature’, then use Evergage to track when they have been to the new page, or saved the new settings, etc.

 

Setup

This is a beginner-level campaign with an inline message. Evergage will automatically populate the CSS selector when you right click to add the message. By selecting "Hide message target while the page is loading," you will avoid flicker issues.

 

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Process

Here is a checklist of what you need to do in Evergage to create this play on your own site:

  1. Create a segment of users you'd like to target with your in-app message:
    1. Vertical
    2. Role
    3. Use or non-use of a product feature
  2. Create a Campaign with an infobar or inline message
  3. Create rules to show the campaign only to the segment of users you created

Reference Materials

The following articles from the Evergage Knowledge Base will provide process steps to help you execute this play:

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