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.

Configure Page

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 Pop Up List.

  • Type: Select Pop Up

  • Content: You can edit the timing delay & transition style of your pop up

  • Success: You can edit the timing delay & transition style of the success message appears when someone successfully subscribes

  • Pages: Your pop up will automatically appear on your store URL homepage. If you'd like the pop up included or excluded from additional pages, please add them here.

  • Click Next to proceed to the Design Content page

Template Page

Select a Basic or Inspirations template to begin your design.

Content Page

With our drag and drop editor you can further customize your pop up design.


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.

Email Input Form

All templates will have an email input field by default. Under Component Settings you can edit the label and placeholder text.

Collecting SMS Subscribers

If you have SMS enabled on your account, you can collect phone numbers on your pop up using the Phone Module. Be sure you've already created your SMS Keyword as you'll be required to select a keyword in Component Settings! Users will be sent a confirmation text to confirm their subscription to your keyword. Learn more

Collecting Birth Months

Watch the video above to learn how to collect birth months in your sign up form so you can send birthday email campaigns! Remember to title your Attribute Name "Birthday" so you can build a segment with this information later! Learn more here.

Collecting Additional Subscriber Attributes

The Select form provides drop down options for the user to submit when inputting a form. This is a great option if you'd like to collect specific interests to build a segment later. For example, if you're a jewelry store you can ask users if they interested in earrings, rings or necklaces and build segments off of that information later by assigning an Attribute Name in component settings.

Editing Your Mobile Pop Up

To edit the mobile version of your pop up sign up form, click on the phone icon in the left corner of the editor. This will show you the banner that will appear when a shopper is on your site. When the shopper clicks on the Subscribe button, they will then see the full version of your desktop pop up on their screen. You are able to edit the banner color, text, and button color in the same way you would edit the desktop version!

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, or remind SMS subscribers to confirm their subscription if you're using the phone module to collect SMS subscribers.

Review Page

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 Nex" until you land on this Review Page and click Activate. 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.

Editing Pop Up Once Activated

To edit your pop up once it is activated, you will have to deactivate it to make any changes to configuration and design. Hover your mouse over the play icon in the right corner of your active pop up and click. Confirm that you would like to deactivate the pop up and then click on the edit button on the pop up to make any changes.

To turn off your pop up, simply deactivate it following the steps above.

Frequency of Pop Up

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.

Once your pop up is activated, make sure that you edit and turn on your welcome automation so subscribers receive your welcome email!

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