Skip to main content
All CollectionsEngageMessages
How to create Messages in Screeb : A Step-by-Step Guide
How to create Messages in Screeb : A Step-by-Step Guide
Salomé Cousseau avatar
Written by Salomé Cousseau
Updated over a week ago

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 customizable options.

Follow this step-by-step guide to create and configure your messages effectively.


Step 1: Navigate to the Messages Section

  1. Log into Screeb and go to Engage section on the left menu.

  2. From the main menu, select Messages. This will take you to the messages overview page, where you can manage existing messages or create new ones.


Step 2: Create a New Message

  1. When you are on the Messages section, click on the "Create from scratch" button to begin.

  2. Select "where do you want to see this message"?

For Web App you will need to enter your website URL 👇

⚒️ Important:
You need to select a URL for creating and designing your message. Your website will be displayed in the background. It is therefore essential that you enter a site where the JavaScript Screeb tag has been correctly installed, otherwise the editor will not open.

For IOS App and Android App (Coming soon) 👇

👉 Then, you will be able to create your flow of messages.

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:

  1. Banner: For quick, non-intrusive announcements.

  2. Modal: For important, full-screen notifications that require the user’s attention.

  3. Popover: To guide users to specific actions or areas of your platform.

  4. Beacon: Subtle indicators to highlight new features or important UI elements.

  5. Sidebar (coming soon): 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.


Step 3: Configure Message Content

Now that you've selected the message format, it’s time to add content. Screeb lets you add a variety of content types:

  1. Header: Write a clear and engaging headline to grab attention.

  2. Title and text: Provide concise information or instructions in the main content area.

  3. 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.

  4. 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."

  5. 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.

  6. Call to Action : The CTA 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." CTAs are typically buttons 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.

  7. Link: If you want users to learn more, include a link to additional resources such as help docs, blog posts, or landing pages.

  8. Reaction: Include reaction buttons (e.g., thumbs up/down or emojis) to allow users to provide quick feedback on your message.

  9. 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.


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 5: Preview Your Message

Before publishing, it’s essential to preview your message to ensure everything looks and works as expected.

  1. Click "Preview" to see how the message will appear on your platform.

  2. Check the appearance on both desktop and mobile (coming soon) views to ensure responsiveness.

  3. Test any interactive elements like buttons, links, and reactions.


Step 6: Activate and Track Performance

Once satisfied with your message:

  1. Click "Set Web Live" to publish your message live.

  2. 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.


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 customization 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 customization to ensure your messages are relevant and impactful.

Did this answer your question?