A popup is a form that appears on your website while browsing. It pops up based on specific triggers, such as time spent on the page, scroll depth, or exit intent.
Popups allow you to collect email opt-ins, offer discounts, and trigger Welcome automations, helping you grow your list and engage new visitors.
Setup Process
To create a popup form, navigate to Forms → Create form → Style → Popup→ Pick the template. A variety of popup form templates are available in the Forms library to suit your needs.
Once you choose a template, you'll be taken to the Form Builder, where you can adjust and edit your form further. The main features of Form Builder are Items (otherwise called Blocks), Layouts, Behavior, and Theme settings.
You can undo or redo unlimited changes using the buttons in the top-right corner of the form builder. However, reloading the page will reset the undo history, and previous changes will no longer be reversible.
Theme Settings
Theme Settings give you full control over the appearance of your form, helping you match it seamlessly with your website design.
You can customize:
Form layout: Choose the display type (popup, embedded, etc.), set the form width, add a background image, and position the form on your website (e.g., center, left corner).
Form styles: Adjust corner rounding and border properties, including width, line style, color, and overlay color.
Buttons: Select a button style (Primary, Secondary, or Tertiary) and customize each one individually, changing the font, color, shape, and more.
Fields: Define how form fields (e.g., email address) appear by editing their shape, color, font, and border style.
Close button: Customize the color and style of the form’s close (X) button.
Whether you're making subtle visual tweaks or broader changes, Theme Settings offer the flexibility to create a consistent, on-brand, and user-friendly experience.
Behavior Settings
Behavior settings help you control when, where, and to whom your form appears, along with key audience and scheduling options.
Audience Management
With Audience management settings, you can:
Assign tags to all contacts who submit the form to help with future segmentation. You can use an existing tag or create a new one directly in the form builder. Read more about contact tags here.
Enable double opt-in, which adds a confirmation step after form submission, sending the subscriber a follow-up email to verify their subscription. Read more about double opt-in here.
Enable reCAPTCHA to prevent bot signups by verifying that the form was submitted by a real person. Read more about reCAPTCHA here.
Scheduling
Scheduling settings help you control when your form should be active by setting:
Always show the form – The form will display continuously once enabled, until you manually disable it.
Start date – The form will begin showing automatically on the selected date. Ideal for preparing ahead of a campaign.
End date – The form will stop displaying after this date. Useful for post-sale or limited-time offers.
Start and end dates – Best for time-sensitive promotions that should run within a specific window.
Note: Start and end dates follow the time zone set in your Store settings → Store information.
Display
Display settings help you decide when the form should appear based on user behavior:
Page visits – set the number of pages the visitor must view before the form appears.
Time on page – set the amount of time (in seconds) that the visitor needs to spend on your website page for the form to appear.
Scroll depth – set the percentage of how far the visitor needs to scroll on the page for the form to appear;
Exit intent – set the form as exit intent if you want the form to appear when the visitor is about to leave the page. This setting will work on desktops, tablets, and phones. It is based on scroll speed, so when users are quickly scrolling up the page, forms with exit intent display enabled will be shown.
Custom trigger – set the form to appear in response to specific actions on your website. Learn more about custom triggers for popup forms.
Note! You can use all display options at once, but we advise keeping it simple. All of the rules are connected by 'OR' logic, meaning if you choose a few display options, users need to visit a number of pages or spend some time on the page, or scroll % of the page to see the form.
Targeting
Targeting settings allow you to display the form only for specific customer groups and/or on a specific URL of your store, and/or not to display the form on a particular URL.
Visitor targeting options include:
All Visitors. Show your form to everyone who lands on your website;
Don't Show to Existing Contacts. Exclusively target new visitors and potential leads, leaving your existing subscribers untouched;
Show to Existing Contacts. Provide exclusive offers and updates to your loyal subscribers;
Target by Specific Segment. Include or exclude specific segments to see or not to see your form.
When someone visits your store and interacts with a signup form, Omnisend will place a cookie in their browser to remember if they’ve already signed up. If they visit again, the form will recognize the customer based on the cookie and won't show the subscription prompt again, preventing duplicate sign-ups.
Page targeting options include:
Appears on URL displays the form on a specific page or a page that contains a specific UTM;
Does not appear on a URL stops the form from displaying on a specific page or page with a specific UTM;
Appears on pages for out-of-stock products.
⚠️ Important: Make sure the URLs you enter exactly match those in the browser. Some browsers alter special characters when copying URLs, which can affect form visibility.
Note: Page and visitor targeting follow “AND” logic, which means all conditions must be met for the form to appear.
Location targeting options include:
Show visitors in selected countries;
Do not show to visitors in selected countries.
UTM targeting options include:
Add UTM tags such as
utm_id,utm_source,utm_medium,utm_name,utm_term, andutm_content. The form will appear only when the selected UTM parameters are included in the URL the visitor lands on.
Visibility
The visibility settings define the devices on which the form should be shown. You can choose to show it on all devices or mobile or desktop only.
Frequency
The Frequency settings determine how often a form will reappear to a visitor if they don't subscribe after it is displayed. You can set the form to reappear after the following intervals:
Seconds
Minutes
Hours
Days
Note: If you turn off Frequency settings, the form will always appear to visitors. We recommend enabling the Frequency setting to limit the form's appearance and avoid overwhelming your store visitors.
A/B Test
Use A/B testing to experiment with different versions of your form. This allows you to compare performance and optimize for higher conversions.
Layouts
Choose from a variety of layout types, then drag and drop them into your form. Once a layout is added, you can start placing content blocks directly into it.
Items (Blocks)
From the left sidebar, you can drag and drop specific content blocks into your form layout.
Available blocks include: Email field, Phone number field, Text, Button, Image, Legal consent, Input field, Date, Dropdown, Line/Space, Wheel of Fortune, and more, giving you everything you need to build a high-converting popup.
Email Field
Drag and drop the Email field block anywhere in the form. You can:
Set a placeholder (e.g., "Enter your email");
Make the field required and customize the error message (default: “This field is required”);
Add a label (e.g., "Email" or "Leave your email here");
Customize the invalid email error message (default: “The email address must contain @ and a valid domain”).
Phone Number Field
Add a Phone number field to collect mobile data. You can:
Set a placeholder and label;
Make the field required and customize error messages (default: “This field is required” / “Must be a valid phone number”);
Pre-fill a default country, shown as a flag and country code.
Please be aware that the phone number field requires a legal block to be added to the form (the US requires TCPA, EU requires GDPR). Moreover, you can adjust the legal block according to your country's requirements. Read further to learn more about Legal block.
Important: A legal block is required when collecting phone numbers (e.g., GDPR for EU, TCPA for US). You can adjust the text to meet your compliance needs. Learn more about the Legal consent block.
Text
Use the Text block to add any content. To edit the text, click on the block and use the right-side panel to adjust font, size, line height, and color.
Button
You can add a button to either:
Submit the form;
Link to a specific URL;
Go to the next step if you have a multi-step form;
Close the form.
You can also adjust the button text, style, and alignment, and further edit the global button styles in Theme Settings.
Image
You can add JPG, PNG, or GIF images (max 2000px). You can also link the image to a URL, add Alt text, and resize your image.
💡 To resize the added image, hover on the corner of the image and resize it the way you want.
Legal Consent
Legal consent is required when collecting phone numbers and recommended for email collection, ensuring compliance with regulations like GDPR (EU) and TCPA (US).
In the Form Builder, the legal text is more concise, but you can fully customize it. You can:
Adjust the legal message to communicate to your subscribers how you will use their data (e.g, for marketing);
Add your privacy policy link (required);
Edit the error message shown when the box isn’t checked;
Choose between GDPR and TCPA templates depending on your audience.
💡 To edit the consent text, click inside the block and select the text.
Note: Contacts must check the legal box before submitting the form. For compliance, we recommend clearly stating how emails and phone numbers will be used (e.g., for marketing purposes) in your privacy policy.
Input Field
Use this block to collect extra data such as first name, last name, address, city, state, zip code, and custom property. You can:
Label the field;
Make it required;
Style it via Theme Settings → Fields.
Date
Add a date field to collect birthdays or other key dates. Like other fields, you can label it, make it required, and customize its style via Theme Settings → Fields.
💡 Learn more about the Birthday Automation.
Dropdown
The Dropdown item can be used to collect values like gender, country, or a custom property. You can:
Choose the value you'd like to collect;
Manage label, placeholder text, and alignment;
Make the field required and add the required error message.
If you select the Custom Property type, you can either select existing custom properties or create a new one by simply typing its name. You can also add the choices you need by clicking Add choice. Learn more about custom properties.
The default properties that come with Omnisend allow you to collect information like Email, Name, Phone Number, etc., while the custom properties allow you to collect information that isn't included by default.
Line/Space
Use the Line/Space item to add visual separation to your form. You can switch between the two options based on your preference.
Line allows you to customize border, width, style, alignment, and color.
Space allows you to adjust spacing height in pixels (up to 240 px).
Additional Form Step
You can add a second step to your popup form to create a multi-step experience. This is useful when you want to split data collection into smaller sections, for example, collecting the email address first, then the phone number, or other details.
To add another step, click Add option → Next step.
Success/Subscribed Messages
Success Message
After a contact submits the form, a success message is displayed. You can fully customize it by switching to the Success step from the bottom menu in the form builder.
In this view, you can:
Edit the text;
Add buttons, images, or other blocks;
Personalize the layout to match your brand.
Default error messages appear next to each form field. While we provide helpful default texts (e.g., "This field is required" for the legal checkbox), you can customize them to match your tone. You can also change the error text color in Theme Settings → Fields → Error color.
Subscribed Message
Use the Subscribed message to notify your customers if they are already subscribed to the contact list. This message will be shown to all customers who try to subscribe using this form but are already present in your Omnisend Audience.
💡 You can further edit the message or add blocks (e.g., a discount or thank-you message). This helps set clear expectations and reward returning subscribers.
Teaser
A Teaser is a small clickable element that appears at the edge of the page and opens your pop-up form when clicked, offering a seamless way to grab visitors' attention. You can add a teaser to any popup manually or use a teaser-enabled template from the Forms Library.
Teasers follow the same visibility settings as your pop-up, so you can choose to show them on desktop, mobile, or both.
Note: Teasers stop showing for contacts once they subscribe.
Enabling Your Form
Once your form is ready to go live, click Enable to publish your form. You can also save your progress without publishing by clicking Save & Close to keep it as a draft.
FAQ
Why is my popup not showing on my WooCommerce site?
If you use the Complianz plugin, it may block Omnisend popups. To fix thsi, go to Complianz plugin settings → Integrations tab → Disable Omnisend integration. Your popup will now appear while maintaining GDPR compliance.
How can I have two different Mobile and Desktop Popups?
You can create two separate popup forms. Design one optimized for mobile and one for desktop. Then go to Behavior settings → Visibility and set one form to "Mobile only" and the other to "Desktop only."
My popup shows on all pages, but I only want it on the homepage.
If you used "contains" with your homepage URL (e.g., "mysite.com"), the popup shows on all pages because every page contains that URL. To show the form on the homepage only, change targeting to "is" with your exact homepage URL.
Still have any questions? Feel free to contact our Support Team at [email protected] or via in-app chat.