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Best Practices for Using the "Messages" Feature on Screeb
Best Practices for Using the "Messages" Feature on Screeb

Best Practices for Using the "Messages" Feature on Screeb

Salomé Cousseau avatar
Written by Salomé Cousseau
Updated over 3 months ago

The new Messages feature in Screeb enables you to create targeted message flows that engage and guide your users in real time. Whether you're announcing new features, improving onboarding, or boosting user engagement, the Messages tool offers a quick and easy way to communicate effectively with your users. With multiple formats and content types available, it's important to use this tool wisely to ensure maximum impact.

Here are the best practices to make the most of the Screeb Messages feature:


1. Choose the Right Format for the Right Context

Screeb offers several message formats, each with its own strengths. Choosing the correct format for your message is crucial to ensure it grabs attention without overwhelming the user.

  • Banner: Best for quick, non-intrusive updates like announcements or promotions. Place it at the top or bottom of the screen for minimal disruption.

  • Modal: Use for important information that requires the user’s full attention, such as new feature launches or critical updates. Since modals block interaction until closed, they should be used sparingly.

  • Popover: Ideal for guiding users through specific actions or features within your platform. Popovers work well for tutorials or onboarding tips.

  • Beacon: Use beacons to subtly draw attention to a particular element on the page (e.g., a new button or feature). They’re less intrusive and allow the user to click when they’re ready.

  • Sidebar (coming soon): Perfect for displaying persistent information like onboarding checklists or navigation tips without disrupting the user’s workflow.


2. Leverage Different Content Types

With Screeb Messages, you can add various types of content to enrich your communication:

  • Header: Use a clear and engaging title that sets the tone for your message. The header should summarize the core value or action the user needs to take.

  • Image: Visuals can help grab attention and reinforce your message. Ensure any images you include are high-quality and relevant to the content.

  • Video: Videos are excellent for walkthroughs, product demos, or feature explanations. Keep them short and to the point to avoid overwhelming users.

  • Link: Encourage users to explore further by including links to more information, such as blog posts, help center articles, or related features.

  • Reaction: Allow users to provide quick feedback directly on the message by adding a reaction button (e.g., thumbs up/down). This enables real-time sentiment analysis, helping you understand user satisfaction instantly.

Best Practice 💡
Mix and match content types to enhance the message, but always prioritize clarity and user experience. For example, pair a video tutorial with a reaction button to gauge immediate user feedback, or use a header and link combo to highlight key updates while driving deeper engagement. Keep the content focused.


3. Target the Right Audience with Segmentation

Targeting the right users with your messages is crucial for relevance and engagement. Screeb allows you to define targeting rules to show your message to specific user segments based on their behaviors, location in the product, or demographics.

  • New users: Deliver onboarding messages or tutorials to help them get familiar with your product.

  • Returning users: Share updates on newly launched features or improvements relevant to their usage.

  • Infrequent users: Use personalized pop-ups or banners to re-engage them with special offers or feature highlights.

  • High-value users: Share premium features or invite them to beta test exclusive functionalities.

Best Practice 💡
Tailor your message to different user journeys. For example, use a popover to welcome and guide new users through key features, while reserving banners for existing users who may only need to know about updates.


4. Timing is Everything

Timing your messages is as important as the content itself. Ensure that your message appears at the most appropriate time to avoid user frustration.

  1. During onboarding: Use a popover or modal to guide new users through their first steps. Trigger these messages after a specific action is completed (e.g., after creating an account).

  1. After a feature is used: Trigger a banner or popover after users have successfully interacted with a key feature, inviting them to explore related tools or features.

  2. At key moments of inactivity: If a user hasn’t engaged with a feature for a while, use a beacon or popover to remind them or suggest other actions.

Best Practice 💡
Ensure that messages appear contextually at the most relevant moments of the user's journey, rather than interrupting their workflow at random times.


5. Keep It Simple and Actionable

When designing your messages, keep them focused and actionable. Avoid overwhelming users with too much information in a single message.

  1. Concise messaging: Aim for short, clear messages that get straight to the point. Users should understand the purpose of the message at a glance.

  2. Strong CTA (Call to Action): Include a clear, direct call to action that guides the user to the next step (e.g., “Start Tutorial,” “Learn More,” “Try Now”).

  3. Avoid clutter: Avoid stuffing the message with too many CTAs or pieces of content. Focus on a single objective per message.

Best Practice 💡

For maximum impact, each message should have one goal and one clear CTA, such as "Watch this video" or "Check out the new feature."


6. Maintain Consistency with Your Brand

Ensure that all your messages align with your brand’s voice and design guidelines.

  1. Brand voice: Maintain a consistent tone that reflects your brand personality, whether it’s professional, friendly, or casual.

  2. Design: Use colors, fonts, and visuals that align with your brand’s aesthetic. This not only makes the message feel familiar but also helps to strengthen your brand identity.

Best Practice 💡

Customize your Messages (colors, fonts, images) in the workspace design settings of Screeb to ensure a seamless integration with your overall brand identity.


By following these best practices, you can effectively utilize the Messages feature to enhance user experience, increase engagement, and provide timely, relevant information to your audience.

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