You will be automatically redirected to the “Position” section once you click “Create Popup”. In this section, you can choose the location on the page where you'd like the popup to be displayed.There are several position options: Popup, Slide-In (left side), Slide-In (right side), Embedded Popup.
Note: when choosing the Embedded Popup option, you need to set up the popup position in the Rules & Triggers section for selected trigger page(s).
You can customize the template design in the “Sections & Theme Settings” section.
On the left side of the page, you can find the next tabs: Sections, Position and Animation, Design, Email, Teaser, and Conditions.
In the tab "Sections" you can add, move, hide, delete, and edit sections. Here you also have the possibility to add Steps to your popup.
If you want to create a multi-step popup for your campaign you can add additional steps to your main one by clicking the plus button.
To change the order of the steps, make the step you want to move active by clicking on it and press Edit.
Now you can move the step Right, Left, or Delete the step.
To add sections in the step, make it active by clicking on it. An active step is colored in blue.
You have the option to add several elements to your popup: Form, Subheading, Heading, Button, Timer, Image, Discount code, Divider, Spin the Wheel, Rich Text.
To make the section not visible, click on the eye icon, to move the section - point the mouse at the dotted icon, right-click, and drag the section up or down without releasing the button. To delete the section, click on the delete icon.
To add an element to the form, click the “Add content” button.
Step by step option allows you to have only one form field shown on a popup at a time. The user will have to fill it out and press the Next button to move to the following field. This option is perfect if you have several required fields but don’t want to overload the popup design.
Read more about form fields customization here: How to customize form fields?
This section empowers you to influence your visitors and prompt them to submit the requested information. Choose the Button Element to incorporate a button into your popup. You have the freedom to add a compelling call-to-action (CTA) on the button and customize numerous aspects.
Here you also can edit button alignment and quantity of columns in the section.
Select these elements to communicate with a customer the purpose of this popup. Use the editing tools in this section to highlight important information and draw the user's attention to it.
Add a clock-down timer to inform the client about the end of the offer and make the customer decide faster.
Customizing your popup with images is crucial as it greatly impacts your visitors' response to your campaign.
Use the Discount Code Element to effortlessly share prepared discount codes aimed at boosting conversions with your users. This element enables you to effectively distribute and promote your exclusive discounts and offers.
Select the Divider section to separate elements in the popup.
Add a gamification element to increase the engagement of the customers in your campaign.
Here you can customize the colors of the wheel, segment weight (identify the chance to win), segment text, and segment discount code. If you want to delete the section click on the trash can icon, if you want to add a new section press on Add segment button.
Note: in changing wheel styles you can enable showing form after clicking on the wheel.
Select first name, last name, or email form to collect information about your customers.
Use the Phone number form to add the field to your Popup where users can enter their phone number.
Select the choice list form to give users several options to choose from.
To add space between form fields you can use spacer form.
Select the Date form to have a field in your popup where users can choose the date.
If you want to give the user the possibility to enter some text use single text form or paragraph text(depending on the length of the text required).
Use the File upload form if you want your clients to upload files before submitting the form.
Add input hidden to include data that cannot be seen or modified by users when a form is submitted.
Select swatch color forms if you want to give your customer several color options to choose from.
Choose an image swatch form to give your customer several image options to choose from.
Implement a toggle to gather customer information.
Include a rating in your form to gather your customers’ feedback.
Another way to get feedback from your clients is an opinion scale.
Decide what will happen after the customer presses on the Submit button.
In the "Position" tab you can choose the position of the popup, where it appears.
Use the "Animation" tab to select an animation of how it appears to customers and animation for Step-by-step form.
In the Layout section, you can change the layout image, position, and size.
Here you also can change the popup width and content max width.
To change the layout style, click on the pencil icon.
Here you can hide the background image on mobile, enable image contain, remove overlay, customize the look of the popup and image(borders, margins, paddings).
Once you are done with customization don’t forget to click the Save button.
You can also edit the background size, horizontal and vertical position in the Layout section.
If your popup has several steps you can show the customer how many steps are left. Choose the alignment of the breadcrumbs, and edit the names of the steps if necessary.
To customize the breadcrumbs style, click on the pencil icon.
If your popup has an email form, use the Email section to set up an automatic notification of the admin about the submitted form and an automatic email to a customer who submitted the form.
In this tab, you can enable and customize admin notifications. Enter the email recipient, sender name, email subject, and email content.
For the email content section, choose what submitted information has to be sent: all fields(if you have more than one) or specific fields.
In this tab, you can enable and customize notifications for respondents. Enter the sender’s email, to whom the customer will reply, the email subject, and the email content.
While editing email content you can choose which information from the submitted form to use(first name, email, etc) in automatic response.
Teaser is a small sticky version of the popup which is shown before or after the main popup. It is usually some simple phrase, or call to action like Click here or Get a discount.
To set up your teaser, you have to enable it by clicking on the Teaser status switcher.
When the teaser is enabled, you can choose when it has to be shown: before the popup is opened or after the popup is closed.
Next select teaser rotation, position on the site and edit Teaser text and style.
You can add an image to your teaser. While choosing an image keep in mind that the teaser has limited space, so select an image that will look good in a small size.
To change the image style, click on the pencil icon.
If you want to add some custom features you can enter Custom CSS code in the blank field at the bottom of the section.
Change your theme from the default one to a Black or Light theme.
Choose the wallpapers for your popup that will match your website's mood.
To add the top section to your popup, enable Show/hide switcher. If you want to change the top background color click on the pencil icon.
To customize the closing button on your popup, click on the Close pencil icon.
Here you can change the background color, customize the popup border and popup margins by clicking on the corresponding pencil icon.
Use this section to add Custom CSS code.
In the “Conditions” tab, you can define the conditions under which certain actions will be triggered.
By clicking on this tab, you will see the popup with the “Add condition” and “Add action” buttons.
The “Add condition” button opens the list of all the elements on your form.
Choose the needed element and set a specific condition for it.
Then click the “Add action” button, select an action, and enter additional data if needed.
You can also combine several conditions and add several actions to be performed after these conditions are met.
Note: “or” means that at least one of the conditions should be met to trigger the action(s), “and” implies fulfilling all the conditions from the combination.
To set a completely separate condition, click the “Add new condition” button at the bottom.
If you want to delete unneeded elements, then click “Close” right next to the element.
Do not forget to save all your settings by clicking the “Save & Close” button.