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.

 

In This Article

 


 

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.

 


 

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:

  1. In SmartPush, go to Popups & Forms > Template Library.
  2. 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.
      2-2.1 template for app.png
  3. Select a desired template.
  4. Making your edits for each step in the editor. Learn more about customization in the following sections.
  5. 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.
    3-1 with teaser.png

    • The Teaser step is unavailable if Shopper App is enabled.
      3-1.1 without teaser.png

  • 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.
        3-2-2.1 shopper app no corner popup.png
  • 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.
      3-3-2 show page.png
      • 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.
        [pic]    
    • Display rules: Set the timing for the pop-up to appear, based on dwell time, scroll depth, or customer’s exit intention.
      3-3-3 display rule.png
      • 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.
      3-4-1.1 discount from store.png

      3-4.1.2 create discount.png

 


 

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. 

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. At least one platform must be selected.
      • 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:
    • Switch between To register and Have registered to set up each step.
      4-3 switch.png
    • The To register step
      • Login status: Registration pop-ups target guest customers, so the templates only support the Not logged in option.
      • Push time: Registration 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 choice includes 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.   
      • Display rules: Choose 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).
    • The Have registered step
      • Push time: Registration pop-ups reappear when customers completed registration.
      • Display rules: The default setting is when customers scroll down over 50% of the page. 
        • 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.
      • Existing users will see a 'Registration successful' pop-up after logging in.: If you don’t want to display the successful registration step to an existing customer who already registered before, turn on this toggle.
        4-3-2-3 no show to customers.png
  • 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 at each step to you. Choose which discount details to display. The discount code isn’t allowed to display at the first step. 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. Keep in mind that the discounts displayed on pop-ups should be the same before and after customers finish registration. Up to 10 discounts can be added.
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