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In-App Banner Management

Use Banner Management to review, prioritize, and control in‑app banners across your agency and sub‑accounts. Reduce noise, keep branding consistent, and inform users.

3 min read688 words4 explained imagesUpdated Wed, 17 Dec, 2025 at 3:58 PM
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  1. Key Benefits of In-App Banner Management
  2. Access & Permissions
  3. Banner Status (Enable vs Disable)
  4. How To Setup Banner Management
  5. Frequently Asked Questions
  6. Related Articles

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Quickly control which in‑app banners your clients see—and keep your interface on‑brand—using GHL Customer Care’s Banner Management in Agency Settings. Use it to review, prioritize, and enable/disable banners across the agency and connected sub‑accounts so only the most relevant messages are shown.

TABLE OF CONTENTS

What is In-App Banner Management?

Banner Management is a centralized control panel in Agency Settings for reviewing, ordering, and controlling the visibility of informational or promotional in‑app banners across your agency account and connected sub‑accounts.

Banner Management gives agency administrators a single place to decide which banners appear, where they appear, and how often they reappear. Centralizing this control helps reduce noise, preserve white‑label consistency, and surface time‑sensitive announcements in the right order.

Key Benefits of In-App Banner Management

Understanding the benefits clarifies when to use banners versus other channels like emails or push notifications. These advantages focus on controlling visibility, brand consistency, and the user experience for agency staff and clients.

  • Client‑facing control: Turn eligible GHL Customer Care‑provided banners on or off at any time.

  • White‑label consistency: Keep in‑app announcements aligned with your agency’s branding and tone.

  • Reduced support noise: Hide upsells or system prompts that aren’t relevant to your clients.

  • Prioritized communication: Ensure critical alerts appear ahead of general promotions.

  • Flexible recurrence: Use frequency to prevent over‑messaging and banner fatigue.

Access & Permissions

Knowing who can manage banners prevents permission errors and ensures only authorized team members make platform‑wide changes.

  • Banner Management is available from Agency Settings → Banner.

  • Typically restricted to Agency Admins. If your account uses custom roles, ensure the user has permission to manage agency‑level settings (or a specific Banner Management permission, if available in your account).

  • Changes to banners affect the agency and may propagate to connected sub‑accounts, depending on the banner’s scope.

  • For roles/permissions setup, see Agency | Managing user roles & permissions.

Status is the fastest way to control visibility platform‑wide. Enable/Disable is helpful for seasonality, temporary campaigns, and minimizing distractions.

  • Enabled banners are eligible to appear wherever their scope allows (agency and/or sub‑accounts).

  • Disabled banners are hidden platform‑wide.

  • Some system banners may be locked or have limited controls based on product requirements; these will indicate restricted state (e.g., non‑interactive toggle or lock icon).

How To Setup Banner Management

Proper setup ensures the right messages display to the intended audience at the right cadence. Follow these steps to review current banners and adjust order, frequency, and visibility.

  1. Log in as an Agency Admin and go to Agency Settings → Banners Management

    Step 1 of 5: Log in as an Agency Admin and go to Agency Settings → Banners Management What this shows Step 1 of 5: Log in as an Agency Admin and go to Agency Settings → Banners Management What this shows Shows what this covers for step 1 of 5 in the "How To Setup Banner Management" section of "In-App Banner Management". This screenshot accompanies step 1 of 5 in the "How To Setup Banner Management" section of "In-App Banner Management". At this point in the walkthrough you log in as an Agency Admin and go to Agency Settings → Banners Management. The next step is to review the banner list. Key columns typically include Banners, Priority, Frequency, and Status. Step 1 of 5Image 1 of 4 What this coversLog in as an Agency Admin and go to Agency Settings → Banners Management
    Buttons and menus referenced Agency AdminAgency Settings →Banners ManagementPrioritysaveEnable/Disablesub‑account
    Next stepReview the banner list. Key columns typically include Banners, Priority, Frequency, and Status.
    All 5 steps in this procedure
    1. Log in as an Agency Admin and go to Agency Settings → Banners Management this image
    2. Review the banner list. Key columns typically include Banners, Priority, Frequency, and Status.
    3. Adjust Priority (drag to reorder or edit the priority value), then save the order if required.
    4. Toggle Enable/Disable to control visibility. System‑locked banners will indicate restricted controls.
    5. Switch to a sub‑account to validate that banners appear as expected based on scope.

  2. Review the banner list. Key columns typically include Banners, Priority, Frequency, and Status.

    Step 2 of 5: Review the banner list. Key columns typically include Banners… What this shows Step 2 of 5: Review the banner list. What this shows Shows what this covers for step 2 of 5 in the "How To Setup Banner Management" section of "In-App Banner Management". This screenshot accompanies step 2 of 5 in the "How To Setup Banner Management" section of "In-App Banner Management". At this point in the walkthrough you review the banner list. Key columns typically include Banners, Priority, Frequency, and Status. The next step is to adjust Priority (drag to reorder or edit the priority value), then save the order if required. Step 2 of 5Image 2 of 4 What this coversReview the banner list. Key columns typically include Banners, Priority, Frequency, and Status.
    Buttons and menus referenced Agency AdminAgency Settings →Banners ManagementPrioritysaveEnable/Disablesub‑account
    Next stepAdjust Priority (drag to reorder or edit the priority value), then save the order if required.
    All 5 steps in this procedure
    1. Log in as an Agency Admin and go to Agency Settings → Banners Management
    2. Review the banner list. Key columns typically include Banners, Priority, Frequency, and Status. this image
    3. Adjust Priority (drag to reorder or edit the priority value), then save the order if required.
    4. Toggle Enable/Disable to control visibility. System‑locked banners will indicate restricted controls.
    5. Switch to a sub‑account to validate that banners appear as expected based on scope.

  3. Adjust Priority (drag to reorder or edit the priority value), then save the order if required.

    Step 3 of 5: Adjust Priority (drag to reorder or edit the priority value), then… What this shows Step 3 of 5: Adjust Priority (drag to reorder or edit the priority value), then save the order if required. What this shows Shows how to confirm for step 3 of 5 in the "How To Setup Banner Management" section of "In-App Banner Management". This screenshot accompanies step 3 of 5 in the "How To Setup Banner Management" section of "In-App Banner Management". At this point in the walkthrough you adjust Priority (drag to reorder or edit the priority value), then save the order if required. The next step is to toggle Enable/Disable to control visibility. System‑locked banners will indicate restricted controls. Step 3 of 5Image 3 of 4 How to confirmAdjust Priority (drag to reorder or edit the priority value), then save the order if required.
    Buttons and menus referenced PrioritysaveAgency AdminAgency Settings →Banners ManagementEnable/Disablesub‑account
    Next stepToggle Enable/Disable to control visibility. System‑locked banners will indicate restricted controls.
    All 5 steps in this procedure
    1. Log in as an Agency Admin and go to Agency Settings → Banners Management
    2. Review the banner list. Key columns typically include Banners, Priority, Frequency, and Status.
    3. Adjust Priority (drag to reorder or edit the priority value), then save the order if required. this image
    4. Toggle Enable/Disable to control visibility. System‑locked banners will indicate restricted controls.
    5. Switch to a sub‑account to validate that banners appear as expected based on scope.

  4. Toggle Enable/Disable to control visibility. System‑locked banners will indicate restricted controls.

    Step 4 of 5: Toggle Enable/Disable to control visibility. System‑locked banners… What this shows Step 4 of 5: Toggle Enable/Disable to control visibility. What this shows Shows what to choose for step 4 of 5 in the "How To Setup Banner Management" section of "In-App Banner Management". This screenshot accompanies step 4 of 5 in the "How To Setup Banner Management" section of "In-App Banner Management". At this point in the walkthrough you toggle Enable/Disable to control visibility. System‑locked banners will indicate restricted controls. The next step is to switch to a sub‑account to validate that banners appear as expected based on scope. Step 4 of 5Image 4 of 4 What to chooseToggle Enable/Disable to control visibility. System‑locked banners will indicate restricted controls.
    Buttons and menus referenced Enable/DisableAgency AdminAgency Settings →Banners ManagementPrioritysavesub‑account
    Next stepSwitch to a sub‑account to validate that banners appear as expected based on scope.
    All 5 steps in this procedure
    1. Log in as an Agency Admin and go to Agency Settings → Banners Management
    2. Review the banner list. Key columns typically include Banners, Priority, Frequency, and Status.
    3. Adjust Priority (drag to reorder or edit the priority value), then save the order if required.
    4. Toggle Enable/Disable to control visibility. System‑locked banners will indicate restricted controls. this image
    5. Switch to a sub‑account to validate that banners appear as expected based on scope.

  5. Switch to a sub‑account to validate that banners appear as expected based on scope.

Frequently Asked Questions

Q: Will disabling a banner hide it for all users?
Yes. Disabling a banner removes it platform‑wide according to its scope.

Q: Can I show a banner only in the agency dashboard and not to clients?
Scope determines where a banner appears. If a banner supports Agency only, it will not show in sub‑accounts when enabled.

Q: Can I control upsell or plan‑related banners?
Some upsell/system prompts appear in Banner Management. Editability depends on your plan and banner type.

Q: Does changing priority affect analytics?
Priority only affects display order. If analytics are available for your banners, the data tracks views/clicks independently of priority.

Q: Can I target specific sub‑accounts or user roles?
Targeting options vary by banner type. Review the banner’s details to confirm available scope controls.

Q: Do dismissals persist across browsers/devices?
Dismissal is typically user‑based but may vary by device/session. Frequency settings determine when a banner can reappear.

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