Popup and how to set them up

Carola avatar
Written by Carola
Updated over a week ago

With Reloadify's pop-up functionality, you collect email addresses of website visitors who have not yet made a purchase. A common method is to offer the website visitor a discount in exchange for his email address.

You trade a piece of the discount for a way to approach the website visitor for a longer period of time with interesting information and actions for your web shop. This group has often not yet made a purchase in your web store. It is important to remember this when setting up triggers. You need to approach these visitors in a different way than existing customers.

In the article below I explain how I set up a pop-up workflow that offers a visitor a 10% discount code in exchange for his email address. After this I approach the visitor 7 days after getting his e-mail address with an automatic mail when the order from the customer is not placed.

1. How do I enable a pop-up?

Before you start enabling pop-ups, it is important that you enable pop-ups in your settings. There is a piece of code that you need to put on your website that communicates with the pop-up to get the pop-up working on your website. Otherwise anyone would be able to set up a pop-up for just any website. And that is of course not the intention. How do you do this? Under Data sources go to All datasources. Turn on your pop-ups here. Are you on Lightspeed? Then we will inject the data directly into your webshop. If you are on another platform, you will need to add a script to your webshop to make the pop-up work. The script (which is 1 line) is automatically shown in your window and you only need to copy-paste it to your website.

โ—Enter the script directly into your website. Through Google Tag Manager, this is not going to work.

2. How do I create a pop-up?

A pop-up is created in three steps.

Step 1: pop-up settings

Go to forms and then to pop-ups. By default two pop-ups are already prepared for you: standard form success and standard form failure. These are steps after your pop-up: one is a success pop-up with 'thank you for subscribing'. The other is a pop-up that the subscription was not processed correctly with the text 'Unfortunately we could not process your subscription, please try again'. You are completely free to customize these pop-ups. To create an entirely new pop-up yourself, for example to ask a visitor for their email address and then offer a 10% discount, click on new pop-up. You now see this screen:

What you enter here is the following:

  • Name: You start with the name of your pop-up. I fill in 'newsletter subscription' here.

  • Included URLs: Here you fill in which pages you want to show your pop-up on Enter a * (Star) here if you want to show the pop-up over your entire website.

  • Excluded URLs: This is where you fill in which pages you don't want to show your pop-up. Leave this box empty if you don't want to exclude any URLs.

  • Pop-up type: Here you indicate when your customer sees the pop-up in your webshop. You have the following options:

    • Show immediately.

    • Show on exit. The pop-up shows as soon as the visitor moves the mouse towards the cross of the website.

    • Show after scrolling.

    • Show when inactive. The pop-up displays as soon as the visitor has become inactive, i.e. when no movement of the mouse can be detected.

    • Show after some time has passed. With this option, you can also enter how much time should elapse.

    • Show when hesitating. The pop-up shows when the visitor leaves the website, without clicking away from the website (for example, by moving to another screen or tab).

    • Show manually. With this option, you create your own button on your website to display the pop-up. For this you need the following code:

      <a href='#' class='reloadify_popup_trigger'>Click here</a>

  • Success pop-up: This pop-up is shown when the subscription to the newsletter is successful. As soon as your customer has clicked on 'confirm', for example, another pop-up appears, which is then the success pop-up. This also lets your customer know that the subscription has been processed properly.

  • Profile tags: When a customer signs up via a pop-up, then it is possible to give the customer a tag. This is useful if you later want to set a trigger for the target group that subscribed via the pop-up, or to keep track of how successful the pop-up is. I enter 'pop-up visitor' here.

  • Finally, it is possible to subscribe your customer directly to the newsletter by checking the box.

Step 2: add your URLs

It is possible to exclude URLs or just give specific URLs where you show the pop-up.One URL I want to add is www.reloadify.com/blog. This URL put in the line as follows: *blog. The asterisk means that everything matches. So if the asterisk is in front of it, then everything that comes before it matches, no matter how long it is. In this case www.reloadify.com/blog will match.

Do you want a pop-up with the articles? Then type in: www.reloadify.com/blog/*
Now the articles that are behind the * (asterisk) will be matched.

This is useful when you only want a pop-up on, for example, your product pages. In that case you enter such a URL: www.yourshopsname.nl/products/* (check how your URL looks when you go to a product page, this differs per shop).

Step 3: design a pop-up

When you go to step 2, you immediately see different templates in front of you. I choose Default NL, which looks like this to me:

The following elements can be found in the standard pop-up:

  • Image: The image you see is a standard image. Uploading your own image is very easy. To get the exact dimensions as shown in the example, you will need an image of 250x400 pixels. Do you have a larger image? Then it is possible to scale the image within the pop-up.

  • Text at the top: This is a text box as you are used to from the email editor. The color of the text and the font are customizable.

  • Form: This is the form with fields to fill out for the customer. In the form you have the choice of the following fields:

    • First name

    • Last name

    • E-mail address

    • Date of birth

    • Gender

    • Telephone number

    • Street

    • Zip code

    • City

    • Province

    • Country code

For each field there are specifications to specify. For example, you may want the gender to have multiple choices and the date of birth to be filled in using dd-mm-yyyy. I want to change the field 'gender'. To do this, I go to the properties of the field on the right and press edit under 'gender'. The following screen is now displayed in front of you:

What you see here is that you are asking for the gender of your customer in a dropdown menu. Your customers have the choice of male or female. When you click the 'required' option, the field is a mandatory field to fill in. Would you like to change the text color of the fields? That is possible too! Go to label options:

As you can see all texts can be aligned here. The same can be done for the field itself and the button at the bottom. These can be completely styled in terms of color, alignment and size. The size of the pop-up itself is not adjustable.

๐Ÿ’กGood to know: has your customer already signed up for the newsletter? Then the pop-up will indicate that the email address already exists in your customer database. This prevents existing customers from receiving unnecessary discounts. Does your customer already exist in the system, for example because they placed an order? And does that person register via the pop-up on your website? Then the existing profile will be updated. When a customer is logged in, it is not possible to close the pop-up.

๐Ÿ‘Tip: It's recommended to hide the image in the pop-up on mobile, since customers have a smaller screen. You then deliberately choose to show only what is necessary, the registration fields. Removing elements on mobile or desktop can be found under block options:

You've now created a pop-up and determined a success page. What you're going to do now is create a trigger that goes with the discount code.

3. Email 1: process the discount code in an email

To create an email with a discount code, you first need to add discount codes to Reloadify and your own webshop.

Once you have done this you are going to create the trigger that matches the pop-up. I go to triggers for this and click on new trigger. I call my trigger 'Pop-up newsletter 10% discount all customers'. In the filter rules I set that 'a tag has changed in pop-up visitor, was added 1 minute ago'. This looks like this:

You've now created a trigger for the customers who subscribe via the pop-up.

โ—Do you not work with a tag? Then use the following rule:

๐Ÿ‘‰ You can find more about this in the article set a trigger after completing a pop-up.

๐Ÿ‘Tip: What you can also do, is split your newsletter pop-up between existing customers and new customers and distinguish this for the trigger they get next. In that case you add 'has a total number of orders with the status 'completed' greater than or equal to 1':

Now to create a nice email with it!In the email editor, you now click on merge tags and find your discount code name with it. In my case the coupon is called 10% off everything, which looks like this:

๐Ÿ‘Tip: To create extra urgency, it's useful to include in your copy how long the coupon code is valid. It is also useful to communicate on which range the discount code is valid (in my case on the entire range).

4. E-mail reminder: your discount code is about to expire

You have obtained the e-mail address of the customer, but the customer's order is still pending. That's a bummer! You need to send a reminder. For this you set up a separate trigger with the following filters:

  • Tag has been changed to 'pop-up visitor' was added 7 days ago

  • Has a total number of orders with the status 'completed' equal to 0

๐Ÿ‘‰ Would you like to create a reminder email for existing customers? Then add the following filters:

For example, I set the tag to be added 7 days ago, but the customer hasn't placed an order yet. In the second example you are talking about existing customers who have ordered from you before but have now also signed up for the newsletter through the pop-up. Here you add an extra filter: "has a total number of orders with status 'completed' greater than or equal to 1". This way you catch the group of customers who have already ordered from you, but not yet after the discount code in your email. Now design a nice email that fits this, creating a nice flow for the customers who subscribe to the newsletter through the pop-up.

For both existing and new customers, this can be separated. It's just what you want! Good luck! ๐Ÿ™Œ

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