Your First Message

Let's create your first in-app message step by step.

Choose a Message Type

From the dashboard, click New Message and select the type that fits your goal:

Type
Best For

Banner

Announcements, promotions, alerts

Modal

Feature announcements, important updates, welcome messages

Checklist

Onboarding flows, feature adoption, setup guides

Feedback

NPS surveys, ratings, collecting user input

Changelog

Product updates, release notes

For this guide, we'll create a Welcome Modal for new users.

Step 1: Select a Template

After choosing Modal, you'll see a template selection screen. Templates give you a head start with pre-configured designs.

  1. Browse available templates

  2. Click on Welcome Message template

  3. Click Use Template

Or click Start from Scratch to build your own.

Step 2: Configure Content

Name Your Message

Give your message an internal name (only visible to your team):

Edit the Content

  1. Title - Edit the welcome headline

  2. Body - Use the rich text editor to format your message

    • Add bold, italic, or colored text

    • Insert links

    • Use headings to structure content

  3. Image (optional) - Upload a header image

    • Drag and drop or click to upload

    • Choose image position: top, center, or bottom

Add Buttons

Configure call-to-action buttons:

  1. Click Add Button

  2. Enter button text: "Get Started"

  3. Enter the URL to link to

  4. Customize button colors

  5. Optionally add a secondary button

Adjust Settings

  • Size - Small, Medium, or Large modal

  • Show Close Button - Allow users to dismiss with X

  • Close on Backdrop - Dismiss when clicking outside

Step 3: Set Up Targeting

Switch to the Targeting tab to control who sees this message.

Target New Users

Add a rule to show only to users who signed up recently:

  1. Click Add Rule

  2. Select Contact Property

  3. Choose Signed Up At

  4. Set operator to Is Within

  5. Enter 7 days

Target Specific Pages (Optional)

Show the modal only on your dashboard:

  1. Click Add Rule Group (creates an AND condition)

  2. Select Page

  3. Choose Page Path

  4. Set to Equals

  5. Enter /dashboard

Step 4: Preview and Test

Before publishing:

  1. Review the preview on the right side

  2. Check both desktop and mobile appearance

  3. Verify your targeting rules

Step 5: Publish

When you're ready:

  1. Click the Publish button

  2. Your message status changes from Draft to Published

  3. It will immediately start showing to matching users

What Happens Next

  • Users matching your targeting rules will see the modal

  • Views and clicks are tracked automatically

  • You can see analytics in the message details

Managing Your Message

After publishing, you can:

  • Edit - Make changes (updates apply immediately)

  • Archive - Stop showing without deleting

  • Duplicate - Create a copy as a starting point

  • Delete - Permanently remove

Tips for Effective Messages

  1. Keep it concise - Respect your users' time

  2. One clear CTA - Don't overwhelm with options

  3. Target precisely - Show relevant content to the right users

  4. Test first - Use targeting to show to yourself first

  5. Monitor analytics - Check views and clicks to measure impact

Next Steps

PreviousInstalling the Embed ScriptNextMessages Overview

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