Create a Modal Message

NEW A modal Message will show over your regular site or web-based app's content, allowing you to place a notice front and center that has to be clicked or dismissed to continue. Use a modal Message to really grab your customers' attention when you've got important news to share or actions they need to take. 

This article will walk you through creating a simple modal Message. The Banana Appeal Message in the example below will serve up a notice about a promotion good for today only. This Message will show to any visitor the first time they visit a page that has the J&G Beacon installed. Ba

You need to have the Messages & Beacons: Create, edit, delete permission to follow these steps. 

Head to Messages from the top menu and you're on your way!

1

Click Create Message in the top right corner if you're not already on the New Message screen. Give your Message a name that only your Help Scout Users will see. Choose Modal for the Display type, then click Create.

2

Start on the Create tab. First up, choose the Beacon that will show this Message. Make sure the Beacon you choose is installed on the pages where you want this Message to appear on your site or web-based app. 

Set a Label, Heading, and/or Body of the Message. Your modal must have text in at least one of the text fields. Choose an image if you would like — animated gifs work too. These elements will be visible in the final modal Message. 

For more on the options for the message body formatting, including inserting images, see Style Your Message.

3

Select the Action you want to take and define the button text for your action. Choose to use Page overlay or not, and whether you want the Beacon icon to show in the bottom corner as well. Choose whether you want this modal message

Check out Messages Actions, Events, and Audience for more details on each Action. 

4

A preview of your Message will show on the right side of your screen as you fill in these fields.

5

Click the Events tab at the top of the page. Choose First visit to show your Message to visitors the first time they land on a page with your Beacon.

Head over to Messages Actions, Events, and Audience for more detail on the Sequence of events or Manual options.

6

Click Audience as the top of the page. Choose Everyone to show the message to all visitors that meet the Event criteria.

See Messages Actions, Events, and Audience for more information on the Selected people option.

7

Click Schedule at the top of the page. Choose Start now to start your Message showing as soon as you finish the setup. Choose Schedule to specify dates for the start and end of the Message campaign. 

8

Click Save in the top right corner when you've set each option, then choose Review and Start to review your choices and start the Message, following the schedule you set. Click Start and confirm it to get things going. 

And ta-da — you've created a modal Message! 🎉

Hop in there and try different options, and check out Messages Performance Reports for more information on the metrics available.