About Popup Alerts
The Popup Alerts module enables administrators to display targeted messages as modal overlays when users navigate to the portal. This powerful engagement tool can be used for cookie agreements, GDPR compliance notifications, product announcements, surveys, promotional campaigns, and critical communications. Popup alerts support rich media content, call-to-action buttons, and sophisticated audience targeting to ensure the right message reaches the right users at the right time.
Analytics tracking provides detailed insights into user engagement, including views, clicks, and individual user interaction patterns to measure campaign effectiveness and optimize messaging strategies.
Key Capabilities
Message Display and Targeting
Flexible Positioning Options: Popup alerts can be positioned at nine different locations on the page including top left, top center, top right, middle left, middle center, middle right, bottom left, bottom center, and bottom right to accommodate different design requirements and user experience goals.
Advanced Audience Filtering: Comprehensive targeting capabilities allow administrators to display popups to specific user segments based on any field in the user record including role, account information, contact details, and custom fields. Formula fields enable complex targeting logic that can reference related records for sophisticated audience segmentation.
Page-Specific Targeting: Popup alerts can be configured to appear on specific pages using exact URL matching or partial URL patterns, enabling contextual messaging that aligns with user browsing behavior and page content.
Frequency Control: Administrators can control popup display frequency with options for "Every Session" (once per login session) or "On Every Page" (persistent display until user interaction), providing flexibility between user experience and message visibility.
Visual Customization and Media
Multiple Size Options: Five size configurations including Small, Medium, Large, Extra Large, and Full Width accommodate different content types and visual impact requirements, from subtle notifications to prominent announcements.
Rich Media Integration: Support for images and videos uploaded to the portal enhances message effectiveness and visual appeal. Media can be positioned at the top, left, or right of the popup content to create engaging layouts that capture user attention.
Content Alignment Control: Text and content alignment options including left, middle, and right positioning ensure proper visual hierarchy and readability across different popup sizes and content types.
Overlay and Interaction Controls: Optional overlay backgrounds prevent user interaction with the underlying page, ensuring message visibility and user focus. Close button display can be controlled to balance user experience with message persistence requirements.
User Interaction and Analytics
Customizable Call-to-Action Buttons: Flexible button configuration supports multiple action types including displaying thank you messages, loading new pages, or closing the popup. Button labels, URLs, and target window behavior can be fully customized to support specific campaign objectives.
Comprehensive Analytics Tracking: Built-in analytics provide detailed insights into popup performance including total views, clicks, and individual user interaction data. The analytics interface displays user-specific engagement metrics showing how many times each user viewed and clicked on popup alerts.
Smart Dismissal Logic: Popup alerts can be configured to stop displaying after user interaction, preventing repetitive messaging while maintaining campaign effectiveness. Different dismissal triggers including button clicks and close button interactions provide flexible user experience control.
Use Cases and Applications
Customer Engagement
Product Announcements: Launch new products, features, or services with visually compelling popup alerts that drive user engagement and adoption through targeted messaging and clear call-to-action buttons.
Survey and Feedback Collection: Gather customer insights and feedback through popup-driven surveys that can be targeted to specific customer segments based on account information, usage patterns, or demographic criteria.
Promotional Campaigns: Drive sales and conversions with targeted promotional messages that can be scheduled for specific time periods and customized based on customer segments or purchase history.
Onboarding and Education: Guide new customers through key features and processes with contextual popup messages that appear on relevant pages during their initial portal experience.
Partner Communication
Training and Certification Announcements: Notify partners about new training opportunities, certification programs, or educational resources with targeted messages based on partner type, region, or certification status.
Program Updates: Communicate changes to partner programs, policies, or benefits through prominent popup alerts that ensure critical information reaches all relevant partners.
Event Promotion: Drive attendance to partner events, webinars, or conferences with engaging popup alerts that can be targeted based on partner level, geographic location, or interest categories.
Internal Announcements
Policy and Compliance Updates: Ensure employee awareness of new policies, compliance requirements, or procedural changes through mandatory popup alerts that require acknowledgment before dismissal.
System Maintenance Notifications: Communicate scheduled maintenance, system updates, or temporary service disruptions through prominent alerts that provide clear information and next steps.
Company News and Updates: Share important company announcements, achievements, or organizational changes through engaging popup messages that maintain employee engagement and communication.
Best Practices and Recommendations
Strategic Message Timing: Use "Every Session" frequency for important but non-intrusive messages that users should see regularly, and "On Every Page" frequency sparingly for critical communications that require immediate attention and action.
Audience Segmentation Strategy: Leverage user record fields and formula fields to create precise audience segments that receive relevant, personalized messaging rather than generic communications that may reduce engagement effectiveness.
Visual Design Consistency: Maintain consistent branding and visual design across popup alerts while varying size and positioning based on message importance and user context to create professional, cohesive user experiences.
Content Optimization: Keep popup content concise and action-oriented with clear value propositions and compelling call-to-action buttons that drive desired user behaviors and measurable outcomes.
Performance Monitoring: Regularly review analytics data to identify high-performing popup campaigns and optimize underperforming messages through content adjustments, targeting refinements, or timing modifications.
User Experience Balance: Consider the cumulative impact of multiple popup alerts on user experience and implement governance processes to prevent message fatigue while maintaining communication effectiveness.
Video for Popup Alerts module
Popup Alerts Setup Checklist >>