Lender Modals are popups shown based on the lender pages on your website. Each lender is assigned to a 'Lender Group' with a group consisting of a single lender or multiple lenders, and the defined modal will show when a user visits the specific lender archive product pages on your website. A default lender modal will shown on the Lender Archive Page.
Confused yet? You should be. An understanding of Entry and Exit modals is necessary for this module, and it's also worth reading the FAQ on Geographic Modals. This FAQ will details how Lender Modals are grouped, and how they're assigned on your website.
Lender Modal Groups
In an ideal world you will create a specific modal for each and every lender on your panel. This way, when a user visits an applicable product page a modal will optionally be returned that will details the type of lending from the lender, and possibly some specific product guidance... but this isn't going to happen. A smaller business doesn't have this level of time-luxury when it comes to video creation, and not all of you will have the same level of commitment to SEO, so we group multiple lenders into groups, and the same modal will show for all lenders within that specific group.
Lenders are all tiered, and many of them exist for a specific type of lending, or they're known for specific types of lending. The Big-4 are similar in nature, while lenders such as Pepper are synonymous with higher-risk lending, so a different modal would be shown for each of them. In reality, you might create just a few lender groups and create a specific modal for each of these three groups.
It's important to note that when creating lender groups a 'Default' lender may be defined for all lenders that are not assigned to specific groups. If the default value is excluded, no modal will be shown on the archive page, and if the product page lender is not part of a Lender Modal group, no modal will show on specific product pages.
Creating Lender Modal Groups
Lender Modal groups are created via the 'Lender Group' submenu link (you may optionally select the 'bank' icon in the Modal panel). The first step once the panel returned is to give your Lender Group a name and description, and you should define the Entry and Exit modal. The select menu will show all modals, with the modals that created for a specific lender shown in its own section.
Pictured: The first step once the panel returned is to give your Lender Group a name and description, and you should define the Entry and Exit modal. The select menu will show all modals, with the modals that created for a specific lender shown in its own section.
Select the optional Interest type. This will feed Yabber's statistics when the modal is shown, and it'll contribute towards the resolved understanding of the client.... albeit a low 'interest' score will be applied (as with all modals).
Now we've created the group and assigned the applicable modals, we should now assign lenders to this group.
Assigning Lender to Modal Groups
Selecting the small black submit button will return all lenders with a checkbox to the left. We've already created a Lender Modal Profile so we'll use that, but what you'll see is similar. The first time you assign lender to a group, all the coloured dots next to lender will be red (meaning that lender is unassigned). In our example, a huge number of lenders were removed for brevity.
Pictured: The first time you assign lender to a group, all the coloured dots next to lender will be red (meaning that lender is unassigned). In our example, a huge number of lenders were removed for brevity.
Because we're editing an existing modal group, those lenders already assigned to this group are shown towards the top of the panel. The modal is also defined as the 'Default' modal, so it'll be shown on the primary archive page (this the archive page with icons listed in a grid). Those lenders that are not assigned to any modal have a small red icon to the right, and those that lenders that are assigned to an existing modal have a green icon to the right. It's okay to reassign a modal that was previously assigned - it will be removed from the former lender group and reassigned to the group you're now creating.
We've created a second modal, and this image 
shows just a single Westpac modal assigned. You will see that those lenders in the former group have a green icon next to each of them. If you were to create a single modal for each lender, this is what each 'group' will look like.
Move through your list of lenders and group those that will share the same modal. When complete, click 'Save'. The rules aren't available on your website immediately - we now have to send the Rules to the applicable website.
Sending Rules to Your Website
Lender modals will become effective when you send them to your website. If you are defining an Entry and/or Exit modal for every page they should be selected (global modals are generally discouraged). In most cases the Entry and Exit modals will be empty... although when we send data we're also updating the active Page and Lender modals.
Pictured: The rules aren't available on your website immediately - we now have to send the Rules to the applicable website.
The Lender Modals become effective on your website immediately.
Considerations
The 'Wait' time applied before the modal will be shown again is defined when sending. The wait time applies to each specific modal, so if you had a modal assigned to each and every lender, each product page would show that modal, but if all landers were assigned to just one of two groups, only two modals would be shown.
To reiterate, if a lender is not assigned to any group, but one group is defined as the default lender, that modal will be shown to unassigned Lender Product Pages.
the Entry Modal wait time is inherited from the value saved when you created the modal.
Review and Edit Lender Modals
You may review and edit Lender Modals via the Review panel. Select the applicable lender to edit, and select the green icon to return data relating to that Lender Modal group.
Pictured: Review and edit Lender modals via the 'Review' panel. You may enable and disable modals from this panel, although your website will require an update before the changes take effect.
Location and Rate Placeholders
Geographic location and Lender Rate placeholders for modals are introduced in an article titled "How to Use Geographic and Rate Placeholders in Website Modals".
The Result
At the time of writing we've applied the modals to our own demo Lender Archive and Product pages. Review the Lender Archive and the Westpac Product Page for a demo. Keep in mind that we make changes all the time so the modals and/or functionality may not be applied. It's unlikely that modals will be shown if you have recently seem them.
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Note:
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