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How to Create a Pop-up

An appealing, personalized, and engaging pop-up is something all marketers want. And an appealing, personalized, and engaging pop-up is what we are here to give you! One that will attract your store visitors, boost your conversions, and grow your SMS subscribers base at scale, ensuring you make the most out of every visit. 

 

Let’s see how you can build a highly targeted pop-up from scratch, customize it to speak your brand voice, and tailor it to your customers for maximum effectiveness. 

 

 

Getting Started

 

Go to the Subscribers menu on the left, then on Collect Subscribers, and click on the  Pop-up card.

  navigation

 An overview of the tool will appear, where you just have to click on the Create a Pop-up button.

 

Create pop-up

 

You will now be able to see the main dashboard with two menus.

  

menus

 

The menu on your left side is your pop-up editor. This is where you will determine your subscription form’s design and behavior.

 

The menu on the top of the page allows you to change the name of your new pop-up, preview how it will look on your website, and decide on its status: whether you want to publish it or keep it as a draft. 

 

If you click the Exit button at the top right corner, you will leave the pop-up menu and will go back to the main Collect Subscribers Dashboard.

 

 

Customize Design

 

We will now walk you through the pop-up editor. First, stop - the Design subsection. It is located in the top left corner of the dashboard and is full of exciting features to design the perfect pop-up!

  

The design menu will help you customize the pop-up layout, the fields it contains, and regulation requirements. You can review how your pop-up will look on a desktop device, a tablet, or a mobile phone at all times by switching between the three options in the top left corner.

 responsive

 

Our built-in pop-up forms come in 1, 2, 3, or 4 steps. You get to customize the whole customer experience - the pop-up on your website, the success message for your new subscribers, and the optional floating button.

 

In our example, we are using a template with two steps. That is why in the bottom left corner, you can see a big blue Next form button, showing you the total number of steps you need to follow to complete the customization of your pop-up. 

 

next

 

You can also switch between steps from the buttons at the top of the page: Step 1, Success, and Floating Button.

 steps

 

Right next to them are two more useful buttons:

 

Undo - reverses your last action.

Redo - brings back your last action.

 

undo

 

Layout

  

This is where you get to choose the overall design and feel of your pop-up. 

 

 

Theme

 

In the Theme subsection, you will find a gallery of ready-to-use templates. Click on a theme of your choice, and you will see its detailed preview. Under each template, you will find out its total number of steps. Keep in mind that each template does have not only a different background image but also a different style, fonts, etc. 

 theme

  

Form

 

This is where you can continue customizing your pop-up and its main elements: background image, blocks, CTA button.

  

 form

 

You can add your brand’s logo, remove the sample background image and upload an image of your own. You also have the option to choose a background color

 

The background image will automatically resize if used on desktop devices, tablets, or mobile phones. However, if you uncheck the Auto resize Main Image box on the left, you’ll be able to upload different-sized images for each of the three formats.

 

The Rounded Corners section allows you to determine how round you want the corners of your pop-up to be. If you change the number to 0, the pop-up will be in а rectangular shape.  

 

You can play around with the Form Type and the Button Style and choose which design suits you best - whether the main parts of the pop-up and the button will be in blocks or inline. If you decide to leave the Form Type Inline, you can select if you want the Subscribe button below to be in the left, middle, or right part of the pop-up.

 

 

Text

 

This is where you fill in and customize the texts of your pop-up.

 

The header text is the top text box. In this example: “Be a VIP. Join our text marketing newsletter.”

 

The description text is just below your Header text. In this example: “Be in the know. Get the latest tips and tricks for the fashion industry first.

  

text

 

You can switch between the two texts from the drop-down menu above. If you want to remove either of them, you can do it by disabling the field - available at the top section of the menu.

 

Our detailed text menu allows for full-text customization:

 

  • Align Text - left, right, or centered.

  • Text Options - bold, italic, or underlined.

  • Choose Font - we have a large variety of available fonts.

  • Font Size - choose the size of the letters.

  • Line Height - choose the height of the text boxes.

  • Text Color - choose from a palette of colors.

  • Add Custom Font - you can import a font of your choice. Just remember that not all fonts are free to use. You need to check the font’s license to ensure commercial use is permitted.  

 

And now that we are done customizing the pop-up layout, it is time to move on to the Fields section.

 

 

Fields

 

This is where you customize the Fill-in blocks of your pop-up: Country Field, Phone Field, Email Field, Button Field.

  

fields

 

It is up to you to choose which fields you want to be enabled, which should be disabled, and which will be mandatory for your subscribers to fill out.

 

Yotpo SMSBump users have the option to collect emails in addition to phone numbers. However, the email-only subscription option is only available for those of you who have enabled the SMSBump - Klaviyo integration. If you choose to disable the integration, the phone number collection will become once again mandatory.

 

You can customize the color of each field, the color of the texts, and the size of fonts. You can also enable borders and choose their size, style, or color.

 

 

customize

 

After you customize each of the fields (Country, Phone, Email, Button), we can now move on to the next section: Regulations.

 

 

Regulations

 

This is where you get to customize the final parts of your pop-up - all related to the TCPA & CTIA compliance regulations.

 

 

Checkbox

 

This menu gives you the option to add a checkbox to your pop-up with links to your Privacy Policy and Terms of Service. If visitors check the box, they agree to these policies and terms. 

 

This part of your pop-up is optional - you can have it enabled or disabled. You can also choose to make it mandatory. You can choose the color for the checkbox text from the palette below.

 

checkbox

 

 

Close Button

 

It is mandatory to have this option as part of your pop-up to be compliant, so in this menu, you can only choose the color of the close button.

 

close

 

 

Compliance

 

This is where you get to customize the obligatory compliance text in your pop-up - to make sure your customers give their explicit consent to receive text marketing messages from you. The copy of the text is pre-set and available in a few different languages - to make sure it meets all legal requirements. 

 

You can choose the font, font size, line height, and text color. This is where you also add the links leading to your Privacy Policy and Terms of Service pages. 

 

compliance

 

And last but not least…

 

 

Additional Fields

 

This is where we added two more options for you:

 

  1. Mobile-quick subscribe: allow customers using mobile phones to subscribe with a single tap. This option is available for the US, Canada, the UK, Australia, France, and Spain only.
     

  2. Ask for an email after the quick subscribe. If you enable the mobile quick subscribe, you can, later on, suggest your subscribers to join your mailing list as well.

 

additional

 

If there is still something you would like to change when it comes to the design of your pop-up, you can add a custom CSS by clicking on the three dots in the Form button at the top of the page and choosing Add Custom CSS.

 

CSS

 

A pop-up will appear. Paste the CSS code (as shown below) and then click on the Save button.

 

Code

 

Success Message

 

Now that you have finished customizing the design of your Form 1, it is time to move on to the second step - the Success Message. You can open it either by clicking on the Success button on the top or by clicking the Next form 1/2 blue button in the bottom left corner. 

 next step

 

 The Success Message is what visitors will see right after subscribing to your text marketing club. Use it to thank them for becoming a part of the family and tell them what they should expect from you in the future.

  

edit success

 

This time the customization options are significantly less compared to the previous form: you can change the background image, edit the copy of the Header or the Description texts and choose the color of the Close Message button.

 

We’ve already matched all those with your main message for your ease, but you are free to change them however you like.

 thank you

 

Floating Button

 

This feature enables a dynamic, non-intrusive version of your pop-up that is discreetly shown as a floating button when you scroll through a page. You can activate it  by clicking on Floating Button at the top.

 

steps

 

This will allow shoppers to easily access the subscription form, if they closed it earlier, by simply clicking on the Floating Button at the bottom of the page. 

 

dynamic


 

You can customize the button’s color, position, roundness, and text from the options on the left. 

 

button options

 

Clicking the three dots in the Floating Button form at the top of the page will present two additional options you can use:
 

  • Add Custom CSS to customize the button even more

  • Disable the Form to disable the Floating Button

 

options

 

Customize Behavior

 

The appearance of your pop-up is only half the work. Now we need to think about its behavior - when and where the pop-up will be shown on your website. Go through our tutorial to learn how to create powerful and engaging pop-ups.

 

 

Publish

 

Once you are done customizing the design and the behavior of your pop-up, it is time to publish it on your website. For this to happen, simply click on the Publish button in the top right corner.

 

You will then see the following message:

publish

 

This option allows you to decide whether you want to have an Automation or a Flow associated with this specific pop-up. 

 

Your final task is to set up the SMS your new subscribers will receive after giving their consent to receive text messages from you.

published

 

By clicking the Edit SMS option, you will be taken to the Automations/Flows menu (depending on your previous choice), where you can start drafting your text message. This is also the time to set up a special discount if you have promised one in the pop-up.

 

 

Track Performance

 

Within the Collect Subscribers menu, you can also track the progress of your pop-ups with metrics such as Impressions, Click-Through Rate, ROI, and more. 

 

From the menu on the right, you can edit the pop-up, check out more detailed analytics regarding its performance, and edit the SMS your new subscribers will receive once they opt-in for your text marketing services.

 

analytics

 

This was our tutorial on how to customize the perfect pop-up with the help of our advanced features.

 

Don`t forget to contact us if you have questions or some feedback on this feature. We would really appreciate it!


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