The popup creation process combines behavioral targeting, visual design, and performance optimization to deliver personalized messages that resonate with specific customer segments at optimal moments.
Getting Started
Accessing Popup Creation
- Navigate to Popups in the left side menu
- Click Add Popup to begin the creation process
- Choose popup type: Select between Simple Popup or Email Sign-up Popup
- Access design tools: Enter the comprehensive popup builder interface
Choosing Your Popup Type
Simple Popup: Ideal for promotional messaging, announcements, and customer communication Email Sign-up Popup: Optimized for lead capture with integrated analytics and email managementPopup Behavior Configuration
Page Targeting
Select page types where your popup should appear: Available targeting options:- Homepage: Welcome messages, featured promotions, site introductions
- Product pages: Product-specific offers, related promotions, cross-selling
- Category pages: Category promotions, collection highlights, navigation help
- Cart/checkout pages: Urgency messaging, upsells, checkout incentives
- All pages: Site-wide messages, universal promotions, brand announcements
- Custom URLs: Specific page targeting for precise campaign control
- Homepage: Broad reach for awareness and general promotions
- Product pages: Highly relevant, contextual messaging
- Cart pages: Final conversion optimization and urgency creation
- Exit pages: Last-chance offers and retention messaging
Audience Segmentation
Target specific customer segments for maximum relevance and engagement: Segment targeting benefits:- Higher conversion rates: Messages tailored to specific customer needs
- Improved user experience: Relevant content reduces popup fatigue
- Better performance metrics: Targeted campaigns typically outperform broad messaging
- Strategic personalization: Different messages for different customer types
- New visitors: Welcome messages and site orientation
- Returning customers: Loyalty rewards and personalized offers
- High-value customers: Exclusive promotions and VIP treatment
- Cart abandoners: Recovery offers and urgency messaging
- Mobile users: Mobile-specific content and app promotion
Learn more about creating and using customer segments in Customer Segments Overview.
Campaign Scheduling
Control when your popup is active: Date and time targeting:- Start date/time: When the popup campaign begins
- End date/time: When the popup campaign stops
- Always active: Leave dates blank for ongoing campaigns
- Seasonal timing: Perfect for holiday promotions and sales events
- Flash sales: 24-48 hour limited-time offers
- Product launches: Timed reveals and announcements
- Seasonal campaigns: Holiday-specific messaging and promotions
- Event coordination: Sync with external marketing campaigns
Organization and Tagging
Add notes and popup tags for campaign management: Tagging benefits:- Campaign grouping: Organize related popups together
- Performance analysis: Analyze results across tagged popup groups
- Team coordination: Clear identification of popup purposes and ownership
- Historical tracking: Maintain records of campaign strategies and results
- Campaign type: Promotional, educational, seasonal, retention
- Performance level: Testing, champion, challenger, archived
- Audience focus: New customers, VIP, mobile, geographic regions
- Business goal: Conversion, engagement, list building, retention
Popup Design and Customization
Shape and Sizing
Control popup dimensions and appearance: Size considerations:- Standard size: 600px width provides good balance of visibility and user experience
- Mobile optimization: Ensure popups work well on smaller screens
- Content fitting: Size should accommodate your message without overwhelming
- Screen compatibility: Test across different screen sizes and resolutions
Background and Visual Settings
Customize the popup’s visual environment: Background options:- Color selection: Choose colors that align with your brand and create appropriate contrast
- Transparency control: Adjust background opacity for visual balance
- Click-to-dismiss: Allow customers to close popups by clicking outside the content area
- Visual hierarchy: Use background design to focus attention on key messages
- Brand consistency: Match your site’s color scheme and design aesthetic
- Readability: Ensure sufficient contrast between text and background
- Professional appearance: Clean, polished design enhances brand perception
- Mobile considerations: Simplified designs often work better on smaller screens
Trigger Configuration
Set optimal display timing and conditions: Trigger types available: Time delay triggers:- Immediate display: Show popup as soon as page loads
- Delayed display: Wait specified seconds before showing popup
- Engagement timing: Display after customer shows engagement signals
- Strategic timing: Balance immediate impact with user experience
- Leaving detection: Show popup when customer appears to be leaving site
- Last-chance messaging: Final opportunity for conversion or engagement
- Retention focus: Prevent customer departure with compelling offers
- Mobile compatibility: Adapted exit detection for touch devices
Display Frequency Management
Control how often popups appear to individual customers: Frequency options:- Every visit: Popup shows on each site visit (use sparingly)
- Once per session: Single display per browsing session
- Once per day: Maximum one display in 24-hour period
- Once per week: Weekly display limit for gentle engagement
- Once only: Single display per customer, ever
- Message urgency: Time-sensitive offers may warrant higher frequency
- Customer value: High-value customers may tolerate more frequent messaging
- Popup type: Email capture popups typically need lower frequency than promotional ones
- User experience: Balance marketing goals with customer satisfaction
Content Creation and Block Management
Block-Based Editor
Build popup content using flexible content blocks: Available block types:- Text blocks: Headlines, descriptions, calls-to-action
- Image blocks: Product photos, promotional graphics, brand imagery
- Video blocks: Product demonstrations, testimonials, brand videos
- Button blocks: Call-to-action buttons with custom styling and linking
- Form blocks: Email capture, surveys, preference collection
Content Design Process
Drag-and-drop functionality:- Select blocks from the block options menu
- Drag into editor: Position blocks where you want them in the popup
- Customize content: Edit text, upload images, configure buttons
- Arrange layout: Reorder blocks for optimal visual flow
- Preview design: See how popup will appear to customers
Content Strategy
Effective popup content elements: Compelling headlines: Clear, benefit-focused messaging that captures attention Value proposition: Immediately obvious benefit to the customer Visual appeal: High-quality images that support the message Clear call-to-action: Obvious next step with compelling button text Social proof: Testimonials, reviews, or usage statistics when appropriate Content optimization tips:- Scannable layout: Use visual hierarchy to guide eye movement
- Minimal text: Concise messaging that’s quickly absorbed
- Strong contrast: Ensure text is easily readable against background
- Mobile-first design: Optimize for smallest screen experience first
Testing and Optimization
Preview and Validation
Test popup before launch:- Visual preview: See exactly how popup will appear
- Responsive testing: Check appearance across device types
- Content validation: Ensure all text, images, and links work correctly
- Timing testing: Verify triggers work as intended
Performance Monitoring
Key metrics to track:- Display rate: How often popup is shown relative to targeting criteria
- Click-through rate: Percentage of viewers who interact with popup
- Conversion rate: Goal completion rate from popup interactions
- User experience impact: Bounce rate and session quality metrics
Iterative Improvement
Optimization strategies:- A/B testing: Compare different designs, timing, and targeting approaches
- Content refinement: Adjust messaging based on performance data
- Timing optimization: Modify triggers based on user behavior insights
- Segment refinement: Adjust targeting based on segment performance
Advanced Popup Strategies
Multi-Popup Coordination
Managing multiple popups:- Frequency caps: Prevent overwhelming customers with too many popups
- Priority systems: Ensure most important messages are shown first
- Exclusion rules: Prevent conflicting popups from displaying simultaneously
- Journey coordination: Sequence popups to support customer journey progression
Integration with Other Features
Cross-feature coordination:- Campaign alignment: Coordinate popup messaging with other personalization campaigns
- Email integration: Connect popup leads to email marketing workflows
- Analytics correlation: Understand popup impact on overall customer behavior
- Customer service: Use popup insights to improve support interactions
Common Implementation Challenges
Technical Considerations
Performance optimization:- Loading speed: Ensure popups don’t slow page load times
- Mobile performance: Optimize for mobile device capabilities
- Browser compatibility: Test across different browsers and versions
- Accessibility: Ensure popups work with screen readers and keyboard navigation
User Experience Balance
Engagement vs. intrusion:- Value-first approach: Always provide clear customer value
- Respectful timing: Display popups when customers are most receptive
- Easy dismissal: Always provide clear close options
- Frequency respect: Avoid overwhelming customers with too many popups