Banner click data in Salesforce is a powerful upgrade intent signal. When users engage with your in-app content, those signals immediately update Salesforce records and trigger the right response from your team.
Track engagement, upgrade intent, and content performance across your stack.
When a user clicks a Guidez upgrade banner, Guidez fires banner_clicked with upgrade_intent: true to Salesforce — updating the contact's Upgrade_Intent__c field and alerting the assigned AE for immediate follow-up.
Users who click a feature announcement banner are highly engaged. Sync banner_clicked events to Salesforce and enroll them in a targeted email sequence with more content on that specific feature.
Build Salesforce reports showing which contacts engage most with in-app content — correlating banner engagement with NPS scores, expansion revenue, and retention rates.
Build banners in the Guidez dashboard — choose type (announcement bar, modal, slide-in), write copy, set target segment (by plan, role, or any attribute).
Link your tool in Guidez Settings → Integrations. Banner engagement events will flow on user interaction.
Publish to your target segment. Guidez displays the banner at the right moment for the right users automatically.
banner_seen, banner_clicked, banner_dismissed, and upgrade_intent events flow to your connected tool as they happen.
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