A persistent card low in the navigation — headline, body and a call-to-action button.
How the sidebar offer card and announcement look to a customer.
The offer card is the least intrusive of the three and the only one that stays visible while a customer works. A renewal discount here converts well without annoying anyone.
A modal shown on arrival, with a headline, body and two buttons.
Frequency
Behaviour
Once ever
Shown a single time per customer.
Once a day
At most once in 24 hours.
Once per visit
Every new session.
The popup as a customer sees it — it dims the page until dismissed.
The popup covers the page until dismissed. Once per visit means a paying customer signing in to do a job is interrupted every time — that is the fastest way to make your panel feel spammy. Once a day is usually the most you should use on customers who are already paying you.
Take your own promotions down when they expire. A “this week only” banner still showing next month tells every customer that nobody is looking after the panel.
