← Go to banzait.com | Search these pages with the button in the top right

How to use the Custom pop-up messages

Learning resources to get you started using the custom pop-up messages from Banza, for administrators and end-users. If you have any questions, don't hesitate to reach out.

🔖 Extension setups

Displaying a user message using the module is possible when the user opens the page, when the user saves a record without blocking the creation of a record, and with securing the creation of a record.

Setting up a user message is configured in the "Message settings" section. To set up a user message, follow these steps:

1. Go to the [System designer] and open the [Lookups] link.

2. Select the [User message] lookup in the list.

3. Click the [New] button or open an existing message settings record.

   

4. As a result, a user message setting page will be opened.

   

5. Fill in the fields on a user message setting page:

   • Name: specify the name of the user message setting

   • Object: select an object, for which a user message will be configured.

     <aside> 💡 Note: The field is not available for editing after record creation.

     </aside>

   • Message: specify the text of the user message, which should be displayed when an event occurs.

     <aside> 💡 For example, check with the contact if he wants to receive SMS notifications. In case of a negative answer, check the box "Do not use SMS".

     </aside>

   • On the open page: if necessary, set the checkbox for a message to appear when opening a record that matches the filter.

   • On saving record: if necessary, set the checkbox for a message to appear when saving a record that matches the filter.

   • Block the conservation: if necessary, set the checkbox, so that the system blocks saving when saving a record.

   [Conditions] tab:

   • Filter: set the record filter on which the user message should appear, for example [Type] = Client, [Mobile] = is filled in.

     <aside> 💡 Note: The filtering setting is available only by the object specified in the "Object" field and by the reverse connection.

     </aside>

As a result of the settings made, the system will display the User message.

The system displays only one message for each event by one rule.

If several rules for message display are configured, the priority message is the one that blocks the saving of the record.