The Messages feature in Screeb enables you to create and deploy engaging, targeted messages to guide, inform, or onboard users. Whether you want to announce new features, give onboarding tips, or boost user engagement, Screeb provides a range of customisable options.
Follow this step-by-step guide to create and configure your messages effectively.
Step 1: Navigate to the Messages Section
Log into Screeb and go to Engage section on the left menu.
From the main menu, select Messages.
From here, you can manage existing messages or create new ones.
Step 2: Create a New Message
To create a new Message, you have two options:
Create From Scratch
Create from a Template
Templates are not available for now (coming soon)
You will then be prompted to choose where you want to see this message. You have three options:
For Web App
For IOS App
For Android App
Mobile Messages are not available for now (coming soon)
For Web App you will need to enter your website URL 👇
⚒️ Important:
The website URL is used later to build and edit the Message directly in your website.
Make sure that the targeted website URL has the Screeb Tag installed, otherwise the editor will not open.
Step 3: Configure Message Content
Once your new Message created, you should be redirected to the message builder.
From Here, you can change the Message name, add Tags, and change the message URL.
Click on "+" or "Open Builder" to start editing your messages.
This will open a new tab and allow you to select the messages format based on what suits your needs:
Banner: For quick, non-intrusive announcements.
Modal: For important, full-screen notifications that require the user’s attention.
Popover: To guide users to specific actions or areas of your platform.
Beacon: Subtle indicators to highlight new features or important UI elements.
Sidebar: Persistent side-panel messages for more detailed guidance.
Tip💡
Choose the format based on importance of your message and how much user attention it requires. For onboarding tutorials, use popovers for example. For new feature launches, consider modals or banners. Don't hesitate to check our Best Practice Guide here.
Now that you've selected the message format, it’s time to add content. Screeb lets you add a variety of content types:
Message Content
Message content are divided into 2 types.
Content
The main type, used to define the layout and the data content of the Message
Header: Write a clear and engaging headline to grab attention.
Title and text: Provide concise information or instructions in the main content area.
Image/Video: Add an image or video to make your message more engaging or illustrative. Simply click the media section to upload or link your content. Maximum width: 480px / Maximum height: 332px.
Stepper : A stepper is a navigation tool that breaks down a process into sequential steps. It’s great for onboarding, tutorials, or product tours. Use a stepper to guide users through a multi-step process, making it easier for them to follow and complete tasks.
For example, if you're introducing a new feature, use the stepper to break the explanation into digestible steps like: “1. Locate the feature, 2. Customize the settings, 3. Save your changes."
Divider : Dividers help to break up different sections within your message for better readability and visual clarity. Use them to separate content types (like between a video and text) or to visually organize complex information. It helps prevent the message from appearing cluttered and enhances user experience by making it easier to scan.
Checklist: Add a checklist to your container with the desired options. The Checklist option is purely indicative. Completing or not a checklist will not impact the Message steps.
Spacer: Allow you to arrange the layout of you container to your liking. A spacer can be customised in multiple way:
Action
The Action type make your Message interactive for the user. you can send the user to the next step, redirect to a custom url or ask for a reaction
You can only add one Action per Message step.
The only exception is for the Skip Action, that can only be added when a Reaction Action is present, allowing 2 Actions in the Message step.
Go to Next Step : The Go to Next Step is a critical part of your message. It should prompt the user to take the desired action, such as "Start Tutorial," "Learn More," "Try Feature," or "Watch Video." this CTA is typically a button that stand out visually, encouraging the user to click and proceed. Ensure your CTA is:
Clear and specific.
Action-oriented, using strong verbs.
Relevant to the user's journey or the message content.
Link: If you want users to learn more, include a link to additional resources such as help docs, blog posts, or landing pages.
Reaction: Include reaction buttons (e.g., thumbs up/down or emojis) to allow users to provide quick feedback on your message.
Skip : The Skip option allows users to bypass a specific message or step. This is especially useful in multi-step tutorials or onboarding sequences, where users may already be familiar with certain features and don’t need to go through the entire flow. Providing a Skip button gives users control, reducing frustration and creating a smoother experience.
Tip💡
You can create a message or make it into a series, simply add steps using the + button on the bottom right and save.
Save your Message
Once you are done editing your Message, you need to save it.
On the bottom right side of the editor, click on the Save button
Once your Message saved, you will be prompted to quit or continue editing.
By closing the editor, you will return to the Builder in the Screeb Admin site.
Step 4: Preview Your Message
Before publishing, it’s essential to preview your message to ensure everything looks and works as expected.
Click "Preview" to see how the message will appear on your platform.
Check the appearance on both desktop and mobile (coming soon) views to ensure responsiveness.
Test any interactive elements like buttons, links, and reactions.
Step 4: Set Targeting Rules
Ensure your Message reaches the right users by configuring targeting rules:
Similar to our surveys, you have two main targeting modes:
Simple, for basic targeting
Advanced, for targeting based on specific criteria or behavior related to your website/product"
In both cases, we advise you to use :
User Segmentation : Define your audience based on user behaviors, demographics, or engagement. For example, target new users with onboarding tips or show new feature announcements to returning users.
Triggering Rules: Specify when the message should appear:
On a specific page, after a delay of X seconds spent on the page.
After the user performs a specific tracking events (e.g., clicking a button, sign in..)
Display frequency and duration : add a recurrence or planned a start and/or end date
Tip💡
Fine-tune your targeting so that messages are delivered at the most relevant moments. For example, onboarding popovers should appear only on the first login, while feature updates might be best shown after a specific event.
Step 6: Activate and Track Performance
Once satisfied with your message:
Click "Set Web Live" to publish your message live.
After activation, go to the Analyze section to track user engagement and performance metrics, such as:
How many display of your messages.
Total Number of Interaction (e.g., users who clicked a CTA).
User reactions and feedback.
Tip💡
Continuously monitor message performance and adjust content, targeting or design based on user engagement data.
Conclusion
By following these steps, you can effectively create and deploy targeted, engaging messages that help guide users, announce new features, or enhance onboarding. The flexibility and customisation options of Screeb Messages make it easy to communicate with users at the right time and in the right way.
Take advantage of segmentation, timing, and customisation to ensure your messages are relevant and impactful.
Troubleshooting
I can't Place the Message step correctly on my website
For the Beacon and Popover step, you need to target an anchor on you website.
If the mouse selector isn't working on your site, try targeting the right element using CSS.
Ask your team to set clear CSS id to the elements you want to anchor to. You can then report this id in the editor.
Why this is happening ?
Many technology are made to create website. Some of them are obfuscating the final code of the website, making the website not readable by external tools. This is often done for security reasons.
Because of that, the technical name of the elements on the websites pages are constantly changing, making it impossible to anchor a Message Step to it.
by defining explicit id, they will remain after the website obfuscation.
My Users are not seeing the Message
Check for potential limits:
Is the Screeb Tag correctly installed on your website ?
If you can open the Message editor in your website, the answer is Yes.
Make sure your Message is Live
Make sure your targeting is not too scoped. You can replicate your message targeting in the User Profile page to see how many users are eligible for this Message.
If all the above checks didn't lead to an issue resolution, please contact the Screeb Support.