Omnisend offers a variety of signup options, including popup. This form appears on the selected pages based on the timing you specify: after the user spent a certain period of time on your store, after scrolling the page, on exit, etc. You can use this form to collect more information about your clients, provide a discount, and start our Welcome automation by collecting opt-ins for both Email and SMS channels.

⚠️ If you're using Shopify, you might have a popup available with your theme. We recommend using Omnisend popups - it works with your store automatically and will collect subscribers without fail.

Contents

Before you start
Setup process
Sharing the discount
FAQ Troubleshooting

Before you start

Popup is one of the signup forms you get with your Omnisend account. For the popup form to work, make sure you have the following:

  • A working website with Omnisend snippet present. If you have Shopify, BigCommerce, or are using one of our plugins, like Magento, then your snippet is already there. If you are on custom API integration, refer to step 2 of this guide.

Setup process

1. Create a Popup form. Go to Forms > All Forms > Create form or click Edit next to an already created Popup. You will be then brought to the setup wizard.

2. Theme tab. Here you can change:

  • Form name - needed for internal use only and should help you distinguish this sign-up form, among others.

  • Topic - will give you some hints on the text offer you want to add to the form.

  • Layout - defines the general layout of the form: Image Left, Image Right, Background Image, Without Image, Simple. Layout also suggests the design of the form, text layout, size of the form, and a few more tweaks that can easily be changed in the Design stage of the set-up process.

3. Content & Design Tabs. Firstly, to switch between editing of Content and Design, click on the top buttons of the right sidebar.

Content tab reveals all the content blocks present on your form:

Here is the list of the contents you may edit:

  • Select Language preset.

  • Upload Logo and change the image (if the chosen theme supports it).

  • Change Headlines texts.

  • Enable opt-ins collection for Email and SMS channels. By default, all the forms collect Emails opt-ins only. However, you may enable SMS channel opt-ins collection and even both at a time.

  • Add additional predefined property fields, as well as add custom properties to your form (Standard and Pro feature).

  • Edit submit button text.

  • Change the content of the messages shown for successful and erroneous submissions:

  • Enable GDPR (Europe) and TCPA (USA) consents collection. To ensure you are compliant with the different regulations, we provide you an option to enable a comprehensive consent collection.

Click on the expansion sign and enable the detailed consent collection for the relevant regulation. The consent message will be added to your signup form.

Design Tab will assist you in changing the form design and each of its blocks' styling. Including:

  • Box position or where the form appears on the screen:

  • Customize theme, by changing overlay, colors, text, and button styling.

Here, you may also change your form design with the custom CSS rules, although using this option is only recommended for advanced users who know CSS well.

  • In the Design section, you can also choose to remove Omnisend branding (paid plans feature), remove the close button, make the popup Google-friendly on mobile (read more here) and enable or disable the popup on mobile.

Once you have edited Content and Design, you can check the success message view by clicking on "Success" at the top of the editing window (Form and Success). This will show you how successful and unsuccessful form submissions will look like for your customers.

  • To check, how your form looks on mobile, click an icon at the bottom of the sidebar. See both examples in the image below.

Note! The image isn't shown on mobile for all the Popup layout types except 'Background image'.

Click Save & Proceed > to go to the next step of the setup.


4. Settings tab. This step allows you to change the following settings:

  • Add a Tag options helps to organize your new signups into segments (you can use existing tags or create a new one) and send targeted communication based on the segments you create. You can add as many tags as you like, which will help you filter your contacts that subscribed using this form.

  • Enable the Double-opt-in option. When enabled, every new subscriber will need to confirm the subscription to be added to your contacts list or trigger the workflow. You can edit the double opt-in email and the confirmation page right below the checkbox by clicking Edit.

  • Timing when the form will appear - immediately, after viewing a particular amount of pages, after spending a particular amount of time on a page, after scrolling a particular % of a page, or trying to leave the page (read more about our exit-intent ideas):

  • Targeting to particular visitor groups (All visitors, targeting by page URL (e.g. https://yourstoreurl.com/contact), targeting by part of page URL (e.g. /dresses/ - which would work on all pages that include /dresses/ in the URL)).

  • Limits define when the form will be displayed again for the non-subscribed visitors (after hours, days, weeks, months). If the customer who does not have our cookie in their browser will close the form, it won't be displayed again based on the limit timeframe you've selected.

5. Confirm & Launch. This final step will allow you to quickly verify that everything you've set up is correct. By clicking the Edit link next to each item, you can jump to any step of the setup process to make changes again.

6. Click Save & Enable to launch the popup or Save & Close, if you want to get back to it a bit later. You can use the Preview feature to see how the popup looks on your website before enabling it.

TIP! If you want to test your popup on your website without letting your clients see it, simply place it on a page (Settings > Targeting) that isn't frequently visited by customers.

Sharing the discount

There are a number of different ways to offer a sign-up discount to your customers using our popup forms. Here are a few examples:

Offer the discount in the Sign-up form

To add the discount code to the Sign-up form, you will need to generate the discount code in your store's admin and add it to the success message of your popup. In this case, all of your contacts will receive the identical discount coupon, but the user experience will be seamless because there will be no need to leave your website and users will be able to copy the code immediately after subscribing.

Offer the discount in the Welcome automation

You'll need to set up both the sign-up form and the Welcome automation under this scenario. The default Welcome automation is sent to all clients, regardless of which form they registered with; however, you can adjust the trigger so that the email with the discount is sent when they subscribe to the one that offers the discount.

Sending the Welcome automation will unlock the ability to add a Discount content block, generating the unique codes for each of your subscribers (for Shopify and BigCommerce users) or a static one that could be added as a text block or to the Gift Box content block. Sending the discount via automation will also help you more effectively target it. You can send separate messages to new visitors and those who have placed at least one order, for example.

Classic email builder preview:

New email builder preview:

FAQ

Is it possible to disable the form for mobile visitors?

Yes, you can find a check-box under the Design tab of the sign-up form editor.

Is it possible to trigger Exit-intent Popup on mobile devices?

Unfortunately, it is not possible. Instead, we suggest adding some other form, such as a Sign-up bar that works on both desktop and mobile devices, or timing the Popup form differently.

What logic is used in form targeting? Is it "OR" or "AND" logic?

OR logic is used to target forms. To put it another way, having at least one of the URL parts specified in the settings is enough to trigger the form on that page.

Troubleshooting

Why does my form keep popping up even though I've already filled it out?

We add a cookie as soon as you fill out the popup form, which informs our system that the form has been completed and that the popup should not be shown for you anymore. Cookies can't be placed if you're browsing in private/incognito mode. As a result, the popup will appear again on your next visit. It's also the same if your browser cleans cookies automatically when you close a tab or browser. In order for us to be able to stop showing the popup, the cookie must remain in your browser. Otherwise, we won't be able to tell if you've ever filled out the form, and the popup will appear again.

Read other articles like this: Popups on Mobile Devices, Signup Bar, Wheel of Fortune, Landing Page.

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