Leverage the AI Editor to create visually engaging email templates. You can install it from the CRM Marketplace. This powerful tool is designed to help you craft professional campaigns and promotional materials with ease. The AI Editor unlocks creative possibilities, enabling you to deliver impactful emails efficiently.

For more details, refer to: Advanced Method - AI Editor

You can view past pop-up notification records by clicking "Historical Data".

Historical pop-up notifications will be displayed, and you can:

1. Filter by user roles and permissions
2. Filter by status
3. Preview pop-up notification
4. View & Read Status

To generate a pop-up notification using the Simple Method - Manual Entry way, follow the steps below:

1. Select the recipient(s) of the notification. You can choose individual clients, client groups or client tiers.

2. Enter the title.
3. Enter the content and format it as needed using the top toolbar.

4. Click "Preview" to review the pop-up notification.

5. Click "Save as draft" to save the notification and send it later.

6. Click "Send" to deliver the pop-up notification.
7. The pop-up notification will be recorded, and you will be able to see its status accordingly.

To send out a new pop-up notification, click "Create Popup".

You have several methods available to draft your pop-up content:

1. Manual Entry – Manually input your content and send it to clients without specific design elements.

2. HTML Code – Create and design your pop-up notification using HTML code for greater customization and visual appeal.

3. Advanced AI Editor – Leverage the AI-powered editor to generate content. This tool provides suggestions, optimizes language, and helps you create compelling and effective communication.

To generate a pop-up notification using the HTML Code method, follow these steps:

1. Select the recipient(s). You can choose individual clients, client groups or client tiers.

2. Enter the title.

3. Click the "HTML Code" icon.

1. Overview

You can access a comprehensive view of all pop-up notifications sent to clients. For each notification, the following details are available:

• Title: Shows the notification's subject line, providing a brief summary of its content.

• Create Time: Timestamp of when the notification was created.

• Creator: The user who created the notification.

• Status: Indicates the current status of the notification (e.g., sent, pending).

• Send Time: Timestamp of when the notification was actually sent to the recipient(s).

2. Functions

You can also perform the following functions:

3. Revocation Policies

1. Pop-up notifications can only be reversed within 2 hours after it is sent out.

2. Reversed notifications can be previewed, duplicated or deleted.

3. Different scenarios during reversal of pop-up notifications: