Setting up Pop-ups for Subscription and Registration

Collecting contact information from customers is the first step toward expanding your reach and enhancing the performance of your EDM campaigns. SmartPush provides specific pop-up templates to encourage customers to subscribe to or register with your store, helping you achieve your marketing goals. This article walks you through how to configure these pop-ups effectively.

Understanding the Flow of Pop-Ups for Subscription and Registration

These pop-ups usually appear when new or guest customers just enter your store, encouraging them to subscribe to your newsletters or register with your store by leaving contact information. The common approach is to offer discounts or coupons as incentives for completing the process.

For subscription pop-ups, customers would leave their contact information directly in the pop-up. They then collect coupon(s) in the next step.
For registration pop-ups, customers will be redirected to the sign-up page if they opt in to register. Once they complete the registration, the pop-up reappears and the coupon(s) are offered.

Note: Subscription pop-ups built with the One-Step Pop-up template work a little differently. Instead of redirecting to a new page, they show the confirmation message right on the pop-up. See "Using the One-Step Pop-up Template" below for details.

Enabling Pop-Ups for Subscription and Registration

SmartPush offers a rich library of pop-up templates for subscription and registration that are optimized for these applications. To activate one, follow the general steps below:

In SmartPush, go to Popups & Forms > Template Library.
In the left column of filters, select Welcome discount, Subscribe pop-up window or To register under Theme.
- SmartPush has enabled the integration with Shopper App, the mobile application builder developed by SHOPLINE. Certain pop-up templates for subscription and registration support pop-up display on mobile apps. To use these templates, select the APP (Available for Shopper App) filter.
Select a desired template.
Making your edits for each step in the editor. Learn more about customization in the following sections.
Once you finish customization, click Save & Exit to save your edits. Click Activate to enable the popup.

For more information about other pop-ups and forms and general customization, refer to Pop-up forms.

Configuring Pop-ups for Subscription

Subscription templates come with preset configurations but can be customized as needed. Learn in this section about the specific settings for subscription pop-ups.

Note: We take a template that supports Shopper App as an example below, but the descriptions apply to all templates.

Customize each step of the pop-up journey by clicking on it at the top of the editor’s middle pane.
- The Teaser step is unavailable if Shopper App is enabled.
In the Exhibit tab:
- Display on: Select the devices where the pop-up appears. Most templates support desktop and mobile browser display.
  - If the template supports Shopper App, you’ll see it as a third option.
- Form type: Choose the placement of the pop-up on the page. Modal pop-ups are fixed on the page, while Corner pop-ups generally appear in the four corners of a web page and don’t require customer’s interaction.
  - If the Shopper App platform is enabled, Corner popup becomes unavailable, even if you also enable Desktop and/or Mobile platforms.
In the Push tab:
- Push time: Subscription pop-ups appear only when customers enter specified pages.
- Show page: Select the page(s) where the pop-up appears. Options depend on which platform(s) you selected for Display on.
  - If you exclude Shopper App, you are able to select from several pages of your store and webpages outside of your store.
  - If your platforms include Shopper App, you are able to select only the homepage of your store and other webpages. However, these webpages won’t take effect on the app.
  - If you only enable Shopper App, you can only display the pop-up on your store’s homepage.
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- Display rules: Set the timing for the pop-up to appear, based on dwell time, scroll depth, or customer’s exit intention.
  - Options also depend on which platform(s) you selected for Display on. If your platforms include Shopper App, these options are available for configuration but will not take effect on the app. If Shopper App is your only platform, none of these options are available.
- Stop-push condition: To avoid disturbing customer experience, choose the condition under which pop-ups stop appearing (customer action or count of appearances).
In the Add blocks tab: On the left pane, available components are shown. Drag and drop needed components to your desired position on the pop-up. Then customize the components on the right pane.
- The Discount component will be available for the completion step to you. Choose which discount details to display. You can choose discounts from your store, or create new ones by switching to Add new discount, where you can specify the type, effective time, and condition of the discount. Up to 10 discounts can be added.

Using the One-Step Pop-up Template

The One-Step Pop-up template lets customers subscribe without leaving the pop-up or being redirected to a new page — instead, the confirmation message appears right on the same screen. This template is for embedded, single-page subscription pop-ups that collect an email address and phone number.

To set up a One-Step Pop-up:

In Popups & Forms > Template Library, filter by Welcome discount or Subscribe pop-up window under Theme, then select a template labeled One-Step Pop-up.
In the editor, configure the following fields:

Email: Required. Customers must enter a valid email address.
Phone number: Required. Customers must enter a valid phone number.
Compliance agreement: Displays your store's consent text for subscribing.
Subscribe button: The action button customers click to submit their information.

Click Save & Exit to save your edits, then Activate to enable the pop-up.

What customers see:

If a field is left empty, a message appears directly below that field: "Please enter your email address" or "Please enter your phone number".
If a field is filled in an invalid format, a message appears directly below that field: "Please enter a valid email address" or "Please enter a valid phone number".
If the customer has already signed up with the same information, a message appears below the Subscribe button: "You've already signed up with this information".
If the submission is successful, a message appears below the Subscribe button: "Thanks for your subscription!"

Note: These messages are shown automatically in your customer's language and cannot be customized.

Preventing Duplicate Contact Submissions

To avoid collecting the same customer's information more than once, you can prevent duplicate contact submissions on One-Step Pop-ups that collect both an email address and phone number.

To configure this setting:

Go to Popups & Forms, open your pop-up, and go to Form Settings.
Turn on Prevent duplicate contacts.

How it works: A submission is blocked only when both the email address and phone number entered already exist in your contact list. If the customer provides at least one new piece of contact information, the submission still goes through and is saved as a new, separate record.

For example:

A customer previously subscribed with an email address and no phone number. Today, they submit the same email address along with a new phone number — the submission is allowed and saved as a new record.
A customer submits an email address and phone number that have both been submitted before — the submission is blocked, and the customer sees "You've already signed up with this information."

Notes:

This setting applies to one-page, embedded subscription pop-ups that collect an email address and/or phone number.
Each allowed submission is saved as its own record, even if some of the information overlaps with a previous submission.

Configuring Pop-ups for Registration

Registration templates are also preset for convenience but can be adjusted. Learn in this section about the specific settings for registration pop-ups.