Creating a Pop Up Sign Up Form

From the main dashboard, click Campaigns and select Sign Up Forms from the drop down menu. Click Create Signup Form in the upper right hand corner. 

The Configure page will prompt you to: 

  • Enter a name for your Sign Up Form 
  • Select which email list(s) you’d like new subscribers to land in. This will default to All Subscribers. 
  • Choose Pop Up from the Type field
  • You can edit the timing of your popup & style in which it appears from the Content field
  • The Pages field will let you designate a specific page for this popup - we recommend leaving these fields blank so that the popup can appear everywhere. 
  • Click Next to proceed to the Design Content page to begin designing your Pop Up

Please note that the Sign Up Form will show on your homepage by default, you do not need to add the Home URL to the “Include pages” field.


Choosing A Template

Next, you will want to choose a template. We offer our simplistic Basic templates, which only include text and a placeholder image. We also offer our Inspiration templates, which are further customized with background images, colors and formatting. 

Designing Your Pop Up   

Depending on the template you choose, you can then edit and add further elements on our Content page: 

In addition to the standard containers and content modules, you'll find a Forms category with several options:

Input Form 

This is where contacts will input information based on the type you select under Component Settings. When editing an input block, you’ll first need to designate the Type

There are 4 different Types of Input fields: 

  • Text: First name, last name, etc. 
  • Email: This is where users will input their email address
  • Number: Use this option to collect phone numbers

Date: Use this option to collect birth months to later send birthday messaging

In the example below, there are 3 different types of input blocks being used:

Once you’ve selected the type of input, there will be a few additional settings to configure under Component Settings:

Show label: Select whether or not you’d like Label text to be shown above the your input form. 

Label text: Optional text that will display above your input form. 

Placeholder: Placeholder text will auto populate in the input form and will show users what information to input here. 

Attribute name: Important! Assigning an Attribute name will allow you to build custom segments based off of subscriber attributes. For example, when using the input field and trying to capture First Names, type in First Name in the Attribute Name field to easily build segments off of this information later. Learn more here!

Required: Checking this box will make entering this input field required in order to proceed with completing the form. 

In the example below, we typed Birthday as our Label text and checked the box Show label, so Birthday appears above the date input form:

Select Form 

The Select form provides drop down options for the user to submit when inputting a form. For example, you can prompt users to select Male or Female: 

Check Box Form 

The Checkbox is an optional field you can add to collect additional information from your subscribers. For example, if a new subscriber checks that they are interested in learning more about Earrings, you can build segments off of subscriber attributes to send targeted messaging about earrings to these subscribers later. 

In the example below, we have both Earrings and Necklaces as checkboxes: 

Recaptcha Form

reCAPTCHA is a free service offered through Google that allows you to better protect your website from spam by providing a test to help screen out bots. This “test” uses advanced risk analysis techniques to tell humans and bots apart and is one of the easiest ways to keep automated software from engaging in abusive activities on your site. 

To enable reCAPTCHA, head to Store > Integrations and click reCAPTCHA for further instructions. This must be done before you add this element to your signup form.

Adding this form prompts users to check an "I'm not a robot" box.

Time Delay & Transition Type 

Your signup form will default to the recommended time delay of 3 seconds and Pop up as the transition type. If you’d like to change the time delay or transition type, highlight the entire popup so it’s outlined in blue. From here, you can edit the time delay and transition type under Component Settings on the right hand side. 

Adding/Changing a Background Image 

  • To add a background image to your popup, highlight the entire popup so it’s outlined in blue
  • In the upper right hand corner, navigate to Style Settings (paintbrush icon) 
  • Expand Borders & Backgrounds 
  • Navigate to the Background section. From here, click on Images to upload a background image for your popup. 

Check it out! Video: Adding a Background Image to Sign Up Forms 

Success Page

Once you’ve designed your form, you’ll be prompted to design your Success Page. This is an opportunity to thank your new subscriber for signing up, share a promo code if you’re offering an incentive, include a map of your location or any other information that a new subscriber might find useful. 

This page has the same functionality and content module options as the Design Content page, as well as two additional options: 

Adding a Video

If you’d like to include a video sharing more about your brand, you can embed a video by dragging the Video Module into your Success Page. 

Under Component Settings, choose Vimeo or Youtube as your provider. 

Video: Copy & paste the video ID (numbers, letters, or a combination at the end of the video URL) 

Color: You can add a color hex code to change the color of the header text of your video. 

Adding a Map

Want to share the location of your store? Drag in the Map Module into your Success Page. Simply type in your store’s address on the right, and select if you’d like the Map type to be a Roadmap or Satellite view.

Review Page

Remember to always click Save and Continue before moving forward. Once you’ve designed the Popup and the Success Page, you’ll be ready to deploy your sign up form! 

Before doing so, you should always preview using Preview and Mobile Preview.

If everything looks good, click Activate on the Review Page and we will remotely launch the popup on your site! 

Please note that you may make edits to the configurations and design at anytime after launching but remember that in any instance you will always need to click "Next" until you land on this Review Page and click "Active"

At any point in time that you might wish to deactivate your Popup, head back to the Sign Up Form tab under the Email Tab. Click Deactivate. The popup will be immediately removed from your site.

Frequency of Popup

Our form is based on Cookies, so if someone has visited the site and seen your form, they should not see it again until that Cookie expires. Cookies are often deleted or prevented from being tracked so that is usually the reason for someone seeing the form twice. 

Cookies also don't transfer between devices or browsers, so if they are using multiple they will likely see the form twice. Because of this, its also possible for someone who has signed up in the past to receive the form twice, however our system will only send them an email if they are not a current subscriber. 

Learn how to utilize your subscriber data & build subscriber attribute segments here