AudienceView Connect
AudienceView Documentation

Creating a Customer Pop-Up Message

Notes can be used to create a pop-up that will display whenever a customer account is loaded in the Desktop (it doesn not appear through any other channel). The pop-up can contain any information pertaining to the loaded customer, whether it be that the customer is a frequent donor or a known scalper.

To create a customer pop-up, complete the following:

  1. Open the Customer Services application from the AudienceView Desktop.
    The Customer|Search page appears.
  2. Search for and select the customer account that you want to add a pop-up message to. For more information, refer to Searching for a Customer or Contact.
    The Customer|Basic page appears.
  3. Select the Notes tab.
    The Customer|Notes page appears.
  4. Click 'Add Note'.
    A new the customer notes section appears.
  5. Select Customer Popup from the 'Type' dropdown.
  6. Enter the text that you want to appear in the pop-up in the 'Message' field.
  7. Optionally, complete any additional/appropriate fields (e.g. you can define an 'End Date' at which point the pop-up will no longer display, or an access mode so that the pop-up only appears when you load the customer.
    For more information, refer to Customer Services - Customer|Notes Page.
  8. Click 'Apply'.
    A window confirms that the application updated the customer.
  9. Click 'OK'.

The pop-up message will be displayed whenever the customer account is loaded on the Customer|Basic page, or on the Order|Summary and Offer|Summary pages if the customer is added to the order/offer via the radio buttons.

If more than one pop-up has been defined against a customer account, all of the messages will appear in one pop-up.

For more information on creating, modifying and deleting notes, refer to Using Notes.