Splash modals

Splash modals appear to employees on the community home page and can celebrate a recent successful event, encourage employees to join a team effort, remind users of a deadline, and more.

Admins can use the Splash Modal Manager to enable, create, and schedule splash modals. You must have the Can manage splash modal permission enabled for your role. See Roles and permissions.

Note: Giving Campaign splash modals will also appear in the Splash Modal Manager. You can design Giving Campaign splash modals from here, and your Customer Success Manager will schedule them when setting up your Giving Campaigns.

From the CSRconnect Admin Portal, select Community Settings, Splash Modal Manager. Use the toggle at the top of the page to enable or turn off the splash modal feature.

Note: Splash modals can be segmented.

Creating a splash modal

From the Splash Modal Manager, select Create New Splash Modal.
Enter a Title (up to 60 characters). This will appear as the header of your splash modal.
Enter Body Text for this splash modal (up to 1,000 characters).
If desired, select a Header Option.
- Show Main Logo will display your company logo above the Title.
- Image requires a 600 x 300 pixel image.
- Show YouTube Video requires the link to a YouTube video.
Select Don't show after first login if you would like this splash modal to display only once to each employee.
- If this setting is not selected, the splash modal will display each time an employee visits the home page.
If desired, select an engagement element from the Associate with Engagement Element field. A Learn More link to this engagement element will appear on your splash modal.
To schedule or activate this splash modal, select the Enable on Community Home toggle. You can leave this toggle off to save this modal as a draft.
- If enabled, select a Start Date & Time, End Date & Time, and Time Zone.
Note: Enable on Community Home should be turned off for Giving Campaign splash modals
Select Save Splash.