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Creating Popup Experiences

Learn how to create and duplicate a multi-step popup Experience.

Updated this week

The Experience Builder enable users to customize the website experience for visitors through a powerful, user-friendly, drag-and-drop editor. Easily build a multi-step multi-channel acquisition popup, add coupons, and edit the design, all in one place.

Experiences are built by configuring rules that determine when, where and how often a popup will display on a desktop or mobile device.


Initial Setup

  1. Navigate to Content > Content Web Content

  2. Click the New Web Content button

  3. Select the domain/merchant from the dropdown. - Legacy Accounts

  4. Select Popup as the web content type

  5. Give your journey a name

Configure the Trigger Event

  1. Click on the Trigger Event on the canvas to open the property panel.

  2. Configure the Trigger Rules

  3. Configure the Targeting conditions (optional)

πŸ’‘ Helpful Tips

  • Learn more about the different configurations.

  • The triggering methods and targeting rules are set for the entire journey NOT per popup.

  • Click here to check out different Experience examples.


Building the Experience

Configure the Experience

Now that you have determined where and when a visitor will see the Popup, the next steps allow you to customize the subscription experience; subscribe visitor to multiple channels, collect additional personal information, add coupons directly inside the form and even create a multi-step experience.

Actions

  • Coupons: Include a coupon if you want to display the offer in the website content.

    πŸ“‘ Learn more about adding coupons in an Experience.

Content

  • Popup: Acquisition form to subscribe site visitors to email and/or SMS channel(s).

    πŸ“‘ Learn how to configure a Popup Experience Builder.


Testing the Experience

Testing the Experience ensures that the design renders properly on the configured devices and functions according to the configured properties.

Follow these step to test the Experience:

  • Click Start Test Mode and choose to test the design and configuration on mobile or desktop.

    • Design Mode - Displays the content, ignoring any rules for easy design testing.

      • Desktop Testing - Click Preview On Site to view the design on the desktop.

      • Mobile Testing - Scan the QR code to view the design on your mobile device.

    • Test Configuration Mode - Displays the content based on the rules and criteria configured for the content.

      • Desktop Testing - Click Preview On Site to view the design on the desktop.

      • Mobile Testing - Scan the QR code to view the design on your mobile device.

Scan the QR codes to see this example popup display on your mobile device!

πŸ’‘ After making updates to a design make sure to close any previous test windows to see the updated design.


Activating the Experience

Activating the Experience will immediately launch the journey, allowing all visitors that meet the criteria to experience the journey.

Follow these step activate the journey:

  • Click Activate

  • Review the Confirmation popup then check the 'I have read & agree' box and click Activate

πŸ’‘ Make sure to test all Popups prior to activating the Experience for accuracy.



Experience Examples

In the following examples, we will explore several effective popup configuration strategies along with abbreviated setup instructions. These insights are designed to help you optimize your popups for better user engagement, higher conversion rates, and seamless integration across various devices. Whether you're looking to capture leads, promote offers, or enhance user experience, these strategies will provide the guidance you need to set up your popups successfully.

Email & SMS Multi-step Desktop/Mobile Popup with Offer Journey

A multi-step email and SMS acquisition popup that displays a coupon upon confirmation.

Once the email is submitted, prompt the user to enter their phone number. After the phone number is submitted, show a confirmation popup that includes a coupon code or offer as a reward. This popup should be visually appealing, with clear instructions on how to redeem the coupon. Configure the content to display on both desktop and mobile devices. Use additional targeting conditions to further manage the popups should be hidden, like if the visitor is coming to your site via a link from opted in Listrak content (an email or SMS message). This approach not only captures essential contact information but also immediately rewards users, increasing engagement and conversion rates.

Setup Configurations:

  • Trigger Event:

    • Rules: Trigger on page load > Delay 5 second

    • Targeting Conditions:

      • Show on both desktop and mobile device

      • Hide when visitor is coming from a Listrak email or SMS message

        πŸ’‘ Suggestion - Also hide on specific pages that may be displaying other offers, incentives or contests.

  • Coupon Action Step: Coupon pool selection and attribute configurations

    • πŸ’‘ The coupon action step must precede the content steps that are using tags.

  • Content: Popup 1 - Email Signup

  • Content: Popup 2 - SMS Signup

  • Content: Popup 3 - Thank you confirmation displaying the Coupon Code

  • Exit Step


Email & SMS Multi-step Desktop/Mobile Popup Journey

This is similar to the above example, a multi-step email and SMS acquisition popup, but with a few exceptions. To help drive traffic through the subscribed channels, the offer will not be displayed in the confirmation popup. In addition, manage the frequency in which the popup displays to increase subscription rate.

Setup Configurations:

  • Trigger Event:

    • Rules: Trigger on page load > Delay 5 second

    • Targeting Conditions:

      • Limit the number of times to show again 7 days after visitor exits

      • Show on both desktop and mobile device

      • Hide when visitor is coming from a Listrak email or SMS message

        πŸ’‘ Suggestion - Also hide on specific pages that may be displaying other offers, incentives or contests.

  • Content: Popup 1 - Email Signup

  • Content: Popup 2 - SMS Signup

  • Content: Popup 3 - Thank you confirmation with CTA to specific landing page

  • Exit Step


Email Entry Popup and SMS Exit Popup Journey

In this example you will see how to build a two-phased popup acquisition experience, an effective strategy to engage visitors at different touchpoints during their Experience.

When a visitor first enters the website, they are greeted with an email capture popup. This popup appears shortly after they begin browsing, offering an incentive like a discount or exclusive content in exchange for their email address. Then as the visitor prepares to leave the website, an exit-intent popup appears, prompting them to enter their phone number to receive additional benefits, such as real-time alerts, special offers, or a more significant discount. This SMS capture popup leverages the user’s exit intent, offering a final opportunity to engage them before they leave. The two-phased approach ensures that the visitor has multiple opportunities to connect, increasing the likelihood of capturing both email and SMS information.

⚠️ Due to different configurations, this type of acquisition strategy will require building two separate Experiences.

Journey 1 Setup Configurations:

  • Trigger Event:

    • Rules: Trigger on page load > Delay 3 second

    • Targeting Conditions:

      • Limit the number of times to show again after 3 page visits

      • Show on both desktop and mobile device

      • Hide when visitor is coming from a Listrak email or SMS message OR when subscribed Channel is Email

  • Content: Popup 1 - Email Signup

  • Content: Popup 2 - Thank you confirmation

  • Exit Step

Journey 2 Setup Configurations:

  • Trigger Event:

    • Rules: Trigger on intent to exit the page

    • Targeting Conditions:

      • Limit the number of times to show again 7 days after visitor exits

      • Show on both desktop and mobile device

      • Hide when visitor is coming from a Listrak email or SMS message OR when subscribed Channel is SMS

  • Content: Popup 1 - SMS Signup

  • Content: Popup 2 - Thank you confirmation

  • Exit Step

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