This section contains all the pop-ups you have. You can view them by activity status. Active - these are the popups that are currently being shown to users. Inactive are the ones you have created but are not using yet, or have used them before. Drafts are needed mainly for test popups, for example, for design experiments. Split tests - windows with tests in any status other than draft.

On this tab you can activate/deactivate, copy, edit or delete a window.

Creating a pop-up (visual part)

By clicking on the create window button you are taken to the wizard for setting up the pop-up.

At the first step you need to specify the name of the pop-up and select its type. Gathering pop-ups are used for lead generation, they contain a form for capturing user's email or phone number. Informative ─ will allow you to tell the latest news, inform about new products, promotions, favourable delivery conditions or just wish you a good day. As a rule, they do not contain a form for capturing an email.

Pop-ups with a ready-made template

Next, select a pop-up template. Templates are filtered by location type. Here you can also choose from previously created or downloaded templates.

On the “Appearance” step, customise the main template text and buttons, and specify (in case of a collecting pop-up) what action should happen after the user leaves their data in the window - closing the window, clicking a link or showing a thank you page.

You can set up an additional pop-up that will thank your subscriber and point them in the right direction. For example, it will prompt them to check their email and find a confirmation email. This “thank you page” will be in the same style as the main window.

Additionally, you need to customise it:

  • Basic fields - to collect email, phone number or name
  • Additional fields (not available for all templates) - specify the type of field and choose where to record the collected information
  • Colour scheme (unique for each template)

At the same step you can see how the pop-up will look like on your computer screen or mobile device.

Customisable pop-ups

In addition to using ready-made designs, you can customise the template to suit you. Customisable templates are available in the “Customisable” section after selecting the type of pop-up.

The difference between a customisable pop-up and a pop-up with a ready-made design is that for a customisable one you can set:

  • colours of all elements
  • rounding of all elements
  • image

Otherwise, the customisation of such a window is the same as the regular ones. You can choose this option to create a pop-up for your site and design system.

After customising the look of the pop-up, proceed to the next step.

Creating a pop-up (display settings)

At the “Display settings” step, specify the following:

  • Show a link to the personal data processing policy in the pop-up - according to the Federal Law №152-FZ “On Personal Data”, you must tell your future subscriber about the purpose of collecting, processing, storing, accounting of his/her personal data before collecting them. You can place the policy in the footer of your website. But at the moment of subscription via pop-up, adding a link to the policy will be more convenient and transparent for the subscriber. You can find out how to add a link in account settings.
  • Close window by clicking on external area - if ticked, the user will be able to close the window by clicking on the external area. If unchecked, the window can only be closed by a cross.
  • Hide window when inactive for a specified time - if the pop-up window is ignored by the visitor, it can stay until closed or disappear after some time that can be configured (from 5 to 60 seconds).
  • Show pop-up on every page refresh - you can optionally select this setting if you need to show the same pop-up multiple times per session, but be careful with this because it can cause a negative reaction from the user.

The final step is to set the conditions for showing the pop-up. Here you can select segments, to which the window will be shown, as well as assign the pop-up to them mailing groups, to which you want the user to subscribe.

Click on the “Activate” button to start the window display, or select “Save as Draft” to return to it later.

Split test

When setting up a collecting type of windows you can conduct a split test and determine which of the versions of design, content, location brings more conversions. To set up a split test, you need to click on the corresponding button on the first or second step of window creation.

You'll have the option to select a “B window” for which the template, actions, and content are similarly customised. In the “Actions” and “Window Editor” step, all the steps are similar to setting up a regular popup. And then an additional step is added - “Split Test”.

On the “Split Test” step you need to choose the test period (from 1 to 40 days) and what will happen after the test is over: whether to automatically show the winning version of the window or not.

Prevent pop-up windows from showing when switching from an email message

In order to disable the display of pop-ups for customers who accessed the site from an email message, you need to add the URL parameter eksubsemail to the links in the email, in the value of which pass the recipient's email using the personalisation tag {{user_guide:enpop:windows:subscriber_email}}. More details in this section of the manual.

Last modified: 2023.12.19 09:03 by Anastasia Aniskova