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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 Collect Subscribers menu on the left and click on the Create new button within the Pop-up section.

 

 

 

You will now be able to see the main dashboard with 2 menus.

 

 

 

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

 

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

 

If you click the Exit button in 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 layout of the pop-up, the fields it contains and regulation requirements. You can review how your pop-up will look like on a desktop device, on a tablet or on a mobile phone at all times, by switching between the 3 options in the top left corner.

 

Our built-in pop-up forms come in 1, 2 or 3 steps. It means you get to customize the whole customer experience - the pop-up on your website and the thank you message for your new subscribers.

 

In our example we are using a template with 2 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 in order to complete the customization of your pop-up. 

 

You can also switch between steps from the buttons in the top of the page: Form 1 and Success.

 

Right next to them are 3 more useful buttons:

 

Undo - reverses your last action.
Redo - brings back your last action.
Disable element - allows you to quickly disable a certain design element from the pop-up. You only need to click on the particular element and then select Disable.

 

 

Layout

 

 

This is the place 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 not only have a different background image, but also a different style, fonts etc. 

 

 

Form

 

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

 

 

 

You can 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.”

 

 

 

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 in 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 make sure commercial use is permitted.  

 

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

 

Fields

 

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

 

 

 

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

 

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.

 

 

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. From the palette below you are able to choose the color for the checkbox text.

 

 

Close Button

 

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

 

 

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 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. 

 

 

And last, but not least…

 

Additional Fields

 

This is where we added 2 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.

 

 

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 Form button in the top of the page and then choose Add Custom CSS.

 

 

 

 

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. 

 

 

The Success Message is what visitors will see right after they have subscribed 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.

 

 

 

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.

 

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

 

 

 

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. These settings can be made in the Behavior menu.

 

 

Timing

 

This is where you can set the delay for your pop-up. We don’t recommend showing the pop-up immediately after page load. Our experience shows it is best if you set a delay of 15 seconds, or after visitors have scrolled down a certain percentage of the page (for example 60%).

 

 

 

Frequency

 

Now is the time to determine how often your pop-up will appear to your website visitors. You can set it to show every time they load your website, or you can choose a certain period of time. Another option is to mark the 3rd checkbox - Do not show when pop-up is closed.

 

 

 

Advanced Conditions

 

This is the third and final section of the Behavioral menu. Here you can choose from a wide variety of conditions. Keep in mind that you need to be on a paid SMSBump plan in order to use these options.

 

 

Publish

 

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

 

You will then see the following message:

If you confirm, the pop-up will be published on your store.

 

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

By clicking on the Edit SMS you will be taken to the Automations/Flows menu (depending on your SMSBump plan) 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 you new subscribers will receive once they opt in for your text marketing services.

 

 

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 if you have some feedback for this feature, we would really appreciate it!


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