On Login Popup

The On Login Popup displays a targeted prompt to a customer immediately after they log in to online banking. Unlike scheduled automations, nothing runs in the background — the evaluation happens in real time at login and the result is shown to the customer as an overlay within their banking session.

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How It Works

Each On Login Popup automation is scoped to one or more source groups, which determines which customers it applies to. Within each automation, staff configure one or more cases. Each case has its own set of criteria and a corresponding action — the prompt to display within the online banking interface. When a customer logs in, the platform evaluates each active automation against them. If the customer is in the automation’s source group, the cases are checked from top to bottom. The first case whose criteria all match is used — the associated prompt is displayed to the customer. No further cases in that automation are evaluated once a match is found. If no case matches, no prompt is shown and the customer proceeds to their dashboard as normal.

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Cases

Cases allow a single automation to handle multiple scenarios with a single configuration. Rather than creating a separate automation for every combination of conditions, staff define ordered cases that each represent a distinct situation. Cases are evaluated in priority order — Case 1 is checked first, then Case 2, and so on. This matters when conditions can overlap: the most specific or highest-priority scenario should be placed first so it takes precedence when multiple cases would otherwise match. Each case includes:

• Criteria — one or more conditions the customer must meet for this case to match. Multiple criteria within a case must all be true.
• Action — the prompt to display when this case matches.

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Example: Update Address and Income

The following example illustrates an automation that prompts customers to review and update their contact information and income, depending on which information is out of date. The automation is scoped to a specific customer group. It has three cases: Case 1 — Customer’s address has not been updated in over a year AND their income has not been updated in over a year. The prompt shown asks the customer to review both their contact information and their income details in a single step. Case 2 — Customer’s address has not been updated in over a year (regardless of income). The prompt shown asks the customer to review their contact information only. Case 3 — Customer’s income has not been updated in over a year (regardless of address). The prompt shown asks the customer to confirm or update their income information only. When a customer logs in, the platform checks Case 1 first. If both conditions are true, that prompt is shown and Cases 2 and 3 are skipped. If only the address is outdated, Case 1 does not match but Case 2 does, so the address-only prompt is shown. The ordering ensures the most complete prompt is always preferred when multiple conditions apply. The customer sees an overlay inside their online banking dashboard displaying their current address, mailing address, and contact details — each with an option to edit — along with an income confirmation field if applicable.

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Enabling and Disabling

Each On Login Popup automation can be enabled or disabled individually using the toggle on the automation card. Disabled automations are not evaluated at login. The configuration is preserved so the automation can be re-enabled at any time without reconfiguring it.