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|Category||Customer Success||Vertical||Financial Services|
|Topic||Use a popup message to inform application users of scheduled maintenance or service outages||ID #||272|
All existing online banking users, which could be defined by displaying within the authenticated space on the site, or – by displaying to all known users – including those visitors who have previously logged in to the online banking platform in an earlier visit (thus capturing a broader audience).
Below are images showing two options for creating these segments
The success of this campaign is measured in reduced support tickets and calls during planned outages.
Here is a checklist of what you need to do in Evergage to create this play on your own site:
Create a campaign with a popup message (given the potential urgency of these messages, this is usually the most effective type as it is likely to be noticed) that shows to visitors on the public home page
- Create segments to identify existing customers
- Add rules to show the campaign based on the maintenance schedule
- (Optional) Create a second campaign with an infobar message at the top or bottom of authenticated pages that shows a reminder close to the maintenance date to existing customers who received the first popup message