Manage In-App Banners
What is In-App Banner Management?
Banner Management is a feature within your CRM's Agency Settings that lets you centrally control the informational and promotional banners that appear throughout the platform. As an agency administrator, you can review, prioritize, and toggle the visibility of banners across your entire agency account and any connected sub-accounts. This centralized approach helps maintain a clean, on-brand user experience while ensuring important messages are delivered effectively.
Key Benefits
Using banner management offers several advantages for agency operations:
- Brand consistency: Keep all in-app messaging aligned with your agency's visual identity and tone
- Reduced clutter: Hide irrelevant promotions or system messages that don't apply to your clients
- Priority control: Ensure critical announcements appear before general promotions
- Flexible scheduling: Manage how often banners reappear to prevent user fatigue
- Client-focused experience: Control which CRM-provided banners your end users see
Access and Permissions
Banner management is typically available to Agency Administrators through Agency Settings → Banner. If your account uses custom user roles, ensure the appropriate permissions are granted for agency-level settings management. Changes made to banners will affect your entire agency and may propagate to connected sub-accounts depending on each banner's scope settings.
Managing Banner Status
The enable/disable toggle provides immediate control over banner visibility throughout your platform. Enabled banners will appear according to their scope settings, while disabled banners remain hidden everywhere. Some system banners may have restricted controls based on platform requirements, which will be indicated by non-interactive toggles or lock icons.
How to Set Up Banner Management
Follow these steps to configure your in-app banners:
- Log in as an Agency Admin and navigate to Agency Settings → Banners
- Review the banner list, which typically includes columns for Banner Name, Priority, Frequency, and Status
- Adjust banner priority by dragging to reorder or editing priority values
- Toggle banners on or off using the status control
- Save your changes when prompted
- Switch to a sub-account view to verify banners appear as expected
Frequently Asked Questions
Will disabling a banner hide it for all users?
Yes, disabling a banner removes it platform-wide according to its scope settings.
Can I show a banner only in the agency dashboard and not to clients?
Yes, if a banner's scope is set to Agency only, it will not appear in sub-accounts when enabled.
Can I control upsell or plan-related banners?
Some system banners appear in Banner Management, but editability depends on your plan and the specific banner type.
Does changing priority affect analytics?
Priority only affects display order. Analytics for banner views and clicks are tracked independently.
Can I target specific sub-accounts or user roles?
Targeting options vary by banner type. Check each banner's details for available scope controls.
Do dismissals persist across browsers and devices?
Dismissal behavior varies, but is typically user-based. Frequency settings determine when a dismissed banner can reappear.