1. Help Center
  2. Database Marketing

How do I set up and use pop-ups?

How to enable pop-ups on your store to capture leads or advertise discounts

Pop-ups are a great way to capture email addresses from your store visitors and you can then send marketing emails to convert each lead into a customer. Pop-ups are also commonly used to advertise discounts (such as free shipping) or new product launches.

Creating a new pop-up

To create a new pop-up, head over to the pop-ups section in the left hand menu of your Machine Labs account. Click on the Create a pop-up button to get started. 

Note: currently, Machine Labs only supports a single pop-up per store. We recommend you only use a single pop-up to avoid overwhelming your visitors. If you have an existing pop-up, you will need to edit or delete it if you wish to create a new one from scratch.

Design

The first step in creating a pop-up involves selecting a template. You can choose from one of our pre-designed templates and customize it to suit your brand. 

Once you've selected a template, you'll be taken to our pop-up editor. This is similar to our email template editor, but built specifically to help you create beautiful pop-ups. 

Forms
One of the defining features of our pop-up editor is the ability to add a form to the pop-up, allowing you to capture the first names, last names and email addresses of your visitors and add this information directly to your contact database. You can customize the layout, design and labelling of the form fields.

Selecting fields and changing labels

Once you've added a form to the template, you can click on to show the properties on the right hand panel

Screenshot 2020-09-21 at 14.07.24

If you would like to modify the form fields (adding, removing or changing labels), you can click the switch inside the manage fields box

Screenshot 2020-09-21 at 11.32.56

You can then edit the field labels as well as their order. To add a new field, click on the add new field  button and select the fields you would like. 

Form layout and design

You can edit the layout and design of the form by scrolling down the right hand panel. 

Screenshot 2020-09-21 at 14.02.57

There are advanced options within the label options, field options and button options boxes, accessible by the switch on each. These provide near infinite design possibilities to make your pop-up look amazing.

Once you've built your pop-up, click the Save and continue button to move onto the confirmation step.

Confirmation

The confirmation step allows you to customize how your pop-up will look once the visitor has submitted the form. This gives you the opportunity to add a signup confirmation message. 

If you're not using a form in your pop-up, you don't need to worry about this design as it will never be shown to your visitors. You can just continue onto the trigger step. 

Trigger

The trigger step allows you to choose the display conditions for the pop-up. 

You can set how often you want the pop-up to appear to new visitors and returning visitors (we recommend at most, once a day, although you may wish to increase the length). You can also set whether or not you wish for the pop-up to be displayed to users who have already signed up. If your pop-up does not contain a sign up form, this option won't matter.

You can also set the time period that you wish the pop-up to display during. This is optional and if left blank, the pop-up will display all the time. 

Pop-ups require a mailing list to be selected. You can choose from the standard Newsletter list that is created upon e-commerce store integration, or create your own mailing list. All sign-ups from the pop-up will be added to the selected mailing list.

You can select the pages of your site that you wish the pop-up to appear on. This can either be any page, any product, a specific product or any product except a selected product. In addition, you can set your trigger condition from:

  • Exit intent - when the visitor attempts to leave your store (by moving their mouse off the top of the page or scrolling upwards on their phone), the pop-up will appear.
  • Delay of - after a number of seconds, the pop-up will appear. 
  • Scroll to- when the visitor scrolls the page a set percentage, the pop-up will appear.

One you've configured these settings, you can move onto the review step.

Review

The review step allows you to check over the configuration that you've chosen for your pop-up, as well as preview the design (and the confirmation design) as if it were appearing on your store. To do this, click on either of the pop-up images on the right hand side of the page.

Note: that if you have a form in your pop-up the submit button will not work on the preview, but you can see the confirmation design by clicking on the other image.

Once you're happy, you can enable your pop-up and it will appear instantly on your store.

Editing a pop-up

To edit a pop-up, simply select the Edit option on the pop-up overview page. This will take you back into the pop-up creation flow, allowing you to edit the design, confirmation and trigger settings of your pop-up. 

Note: Any changes you make to your pop-up will not be activated until you complete the edit process, including reviewing and enabling the pop-up. If you leave during the edit process, all changes will be lost.

Pausing a pop-up

If you wish to temporarily disable your pop-up, you can choose to pause it from the dropdown menu on the pop-up overview page. Once paused, a message will appear on the pop-up overview page including the date that it was paused. The pop-up will no longer appear on your store, even if it's still within the active time period defined in the trigger settings. 

You can unpause the pop-up at any time from the same dropdown menu on the pop-up overview page.

Deleting a pop-up

You can permanently remove a pop-up from your store by deleting it, accessible from the dropdown menu on the pop-up overview page.. You should only use this functionality if you are sure you do not want the pop-up to appear again, as your template and statistics will also be removed. This is non-reversible. 

We suggest that you pause the pop-up instead if you plan to re-activate it in the future.

Google Analytics integration

For improved tracking on pop-up views and sign-ups, Machine Labs pop-ups integrate natively with Google Analytics. To integrate the pop-up with Google Analytics, simply set up analytics tracking in your store. For Shopify stores, they've put together a handy guide on how to do this.

Once you've set up analytics, you can visit the Behaviour -> Events tab within your Google Analytics dashboard. Here you'll be able to see the number of opens and clicks (sign-ups) on your pop-up. 

Frequently Asked Questions

My pop-up has a transparent background, but it looks white in the editor?

Machine Labs pop-ups support transparent backgrounds for rows, meaning you can see through to the page behind the pop-up.

Transparent backgrounds show up as white in our editor, but this is easy to change. Simply click on the row that is showing as transparent and you can change the content background color from within the Row properties section on the right hand side.

Screenshot 2020-09-21 at 14.08.58

Can I see who signed up to my pop-up?

Yes, you can do that in your Machine Labs account either from the pop-up overview page or the contact overview page

From the pop-up overview page, click on the dropdown menu and select View Signups. This will direct you to the contact overview page, filtered down to show you people who signed up via a pop-up. 

From the contact overview page, click on the From Pop-up filter and select Yes. You can combine other filters (e.g. segments) to filter down further.

I have more questions, can I ask a real person?

Of course! Send an email to support@machinelabs.com. We'll be happy to answer any queries you might have within 48 hours (and often much sooner). Alternatively, use the live chat function in the bottom right hand corner of this page.