Creating a Banner

To create a banner, follow these steps:

 

1. Navigate to Console, expand the Communication tab, and click on Banners.
2. Click on Add Banner.
   
3. Type in a name and message for your banner. To see a preview of your banner, click on Preview. The banner will appear at the top of the page and remain on screen until dismissed or the page is refreshed. Click on Next to continue.
   
4. Select your Audience (who will see your banner). It can be set to a specific branch, group, content package, role, or for all users.
   
   NOTE: Based on your assigned role, you’ll only be able to select an audience within your scope (e.g. Branch Managers will only see the Branch and Group options. Group Managers will only see the Group option).
5. Select your Message Destination (where your banner will appear). This is a multi-select field and can be set to display in BluePrint, Console, Learning Hub, and/or a BenchPrep Course. If the BenchPrep Course box is selected, you can either select a specific course or select “All” for all courses. Click on Next to continue.
   
6. Select your Timing.
   
   1. Manual - schedule presentation of a banner for all users in the selected audience
   2. Automated - deliver a banner to individual users within the selected audience upon a triggering event
      
      1. Select a Trigger Event Type. Expand Trigger Event Descriptions for more details about each event type.
         1. Completion of an Asset-Based Course
         2. Issuance of a Certificate
         3. Completion of an Exam
         4. Start of an Exam
         5. Completion of an External Package
         6. Completion of a Milestone
         7. Creation of a Custom Score
         8. Completion of a Study Plan
         9. Completion of a Study Task
      2. Select the Triggering Event Status. Automated banners will only be presented if the status is Enabled. If you'd like to create your banner but enable it at a later time, select Disabled.
          
7. Select a start date/time and end date/time for when your banner should be active or scheduled. If your banner doesn’t have an end date, you can leave this blank. The dates and times inputted here will be in your local time. It will also show UTC, as this is the time zone used in Console.
8. Click on Next.
9. Review all selections for your new banner, and click on Save.
   
10. After creating your banner, you can impersonate a user from your selected audience and navigate to the message destination to confirm your banner is displaying as you’d like. However, if your banner's timing has been set to automated, it will not appear until it's been triggered by the user. If any edits are needed, check out our section on editing banners.

 

Banners Overview

The Banners Overview page will list all of your banners and display the following columns:

• ID, name, destination, audience, and timing
• Start date of your banner
• Status of your banner (active, expired, pending, or disabled)
• Date the banner was created
• Actions (delete)

 

To search for a banner, use the Search box at the top to search by Name, ID, or Message. You can also filter your search by Destination or Status. To view an individual banner, click on the banner’s name to go to the Banner Details Page.

 

Banner Details Page

The Banner Details Page will show the following information for your banner:

• ID, name, state (active, expired, pending, or disabled), and creation date
• Message
• Audience and destination
• Timing and start/end dates

NOTE: The start and end dates will be displayed in UTC time. To see them in your local time, hover over the dates.

 

Here, you can:
Click on the Edit buttons to update your banner.
Click on Delete to remove your banner.
Click on Edit next to the Details section and click Preview to preview your banner.

 

Editing a Banner

To edit a banner, follow these steps:

 

1. Navigate to Console, expand the Communication tab, and click on Banners.
2. Click on the name of the banner you’d like to edit.
   
3. Click on Edit next to the section you’d like to edit. You can edit the name, message, destination, or timing of your banner. The audience and timing type (manual/automated) cannot be changed once the banner is created.
   
4. Click on Save to save your changes.

 

Deleting a Banner

To delete a banner, follow these steps:

 

1. Navigate to Console, expand the Communication tab, and click on Banners.
2. Click on Delete next to the banner you’d like to delete.
   
   OR
3. Click on the name of the banner you’d like to delete, and at the top-right, click on Delete.
   
4. In the pop-up modal, click on Delete to confirm.
   
   Once deleted, the banner will no longer be displayed to the selected audience.