How to Build a Web Pop Up

A Web Pop-Up can be added to your web pages without the need for a developer. By installing our website tracking code on your website, you can launch Pop-Ups to your website based on a set of criteria, all managed from your platform.

The purpose of a Web Pop-Up is to turn those unknown visitors into leads and contacts, by offering them relevant content, offers sign up forms etc, that engage their interest.

Getting Started with Creating a Web Pop Up

To get started, navigate to Website > Pop Ups > Create. 

You will be directed to the builder to start customising your Web Pop Up. You will be prompted to give your campaign a name and choose the additional campaign collaterals you want included with your Web Form.

There are two different types of Pop-Ups:

Sign Up : This is when you want to embed a form on the pop-up  (Available Additional Collaterals: Pop-Up, Pop-Up Post Entry, Autoresponder).

Click Through : This is when you would add a button to direct your users to another call-to-action.

Web Pop Up  Collaterals:

1. Web Pop Up: This includes the web pop up overlay that appears on your site.
2. Post Entry Page: This displays a message confirming Pop Up submission and can offer additional calls-to-action.
3. Autoresponder: This sends an automatic email response to the user after Pop UP submission.

Click Save & Continue to proceed to the design stage.

To start designing your web pop up, you can select a template from the design hub, click Manage, and then Use Template to start customising.

How to Customise your Web Pop UP 

1. The builder works in the same way as the Email and Landing Page builders.
2. To start customising your Pop-Up, simply hover over the yellow section – and select the pencil icon 🖉 This will allow you to change the width of your Pop-Up as it appears on your website
3. Next, you can add an Overlay Colour and Overlay Opacity – this will help the Pop-Up to stand out from your Website in the background.
4. Tip: Adding an overlay of #000 and setting the opacity to around 40% will allow your website to be seen in the background of the Pop-Up
5. Selecting the Style tab while in the editor – will allow you to customise the background of the Pop-Up, this can be either a solid background colour or an image from the platform library.
6. The next stage in designing is to edit your Web Pop-Up elements .You can add basic elements such as headers, images, links etc.
7. You can also add a variety of form elements such as contact, company, custom and quick fields, depending on what you would like to capture from your audiences.
8. Once you have completed the Design of your Web Pop-Up , select the Save & Exit button and complete the next steps as outlined below.

Adding Features

1. Display: The display functionality allows you to select where and when your Pop-Up will be displayed and who it will be displayed to: 

• Select which devices it will appear on.
• Select which pages it will / or will not appear on.
• Select when it shows (on landing or after a certain number of pages).
• Select how it shows (on landing or after a certain number of seconds to give the user some time on the page before showing the Pop-Up ).
• Select whether it shows again (Always or never). Tip below
• Select the effects of how it appears (Fading in, Sliding in etc).

2. Audiences: The Audience functionality allows you to set who will see your Pop-Up .

• All visitors to your website
• Only visitors that are returning to your website
• Only visitors that coming to your website for the first time 

3. Lists: The Lists function allows you to automatically upload the email or mobile numbers you capture from your Web Pop Ups into one of your current lists.

4. Pipeline: The pipeline feature allows you to choose whether your Web Pop-Up Leads are sent to the Pipeline for the sales team to manage. You can also customise which Pipeline, which Stage and who the owner would be for these Leads.
5. Autoresponder: Set up the autoresponder email details.
6. Notifications: Set up automatic notifications for your team when a new lead is registered.
7. Scores: Assign a score to leads generated via the web form.

Publishing Your Pop Up

The next stage is to Publish your Pop-Up to your website – this can be done by selecting the Publish button.

Here we provide you with an overview summary of some of the settings that have been applied.

Once you are happy – you can select the Activate button.

Then select Save & Exit in the top right corner.