This article is essentially a walk-through of each step of creating your Desktop popup to collect for both email and SMS. Let's get started!
Popup User Experience
When the user inputs their phone number and clicks the subscribe button, they will immediately receive a confirmation text. This text prompts to user to Reply Y to subscribe. (They must reply Y in order to subscribe to your shop.)
Once they reply Y, they'll receive the Welcome Message that you create on the popup editing screen! Replying Y will officially subscribe that user!
First, you'll want to click POPUPS to the left of the page & then click EDIT on the Desktop popup.
Editing your pop-up
Pro Tip: On the right side of the screen, you'll see a preview of your popup as your customer will see it. You can toggle between the EMAIL, PHONE, and CLOSED options to see a preview of each of them as you're editing.
1.) Decide how you'd like to collect on this popup. You can choose Email and Phone or Phone Only.
2.) You can also filter which countries you would like to show the pop-up to by choosing from the dropdown menu on the Countries option.
It is important to note that the pop-up is optimized for US phone because of SMS deliverability.
3.) Choose Modal Window or Fullscreen pop-up size. Again, this is at your discretion!
4.) The Pop-up Delay is exactly what it sounds like. How long do you want your customer to be on your homepage before the pop-up shows?
Suggested delay is 3 seconds. The longer the delay, the lower the conversion will be.
5.) You have the option to edit the Close Action as well. When a customer closes out of the pop-up, you can choose either Bubble or Exit.
Exit will make the pop-up disappear completely for the customer.
Bubble will minimize the pop-up to a very small version in the bottom left corner in case the customer changes their mind!
You can also edit the Bubble Text in the Close Action Text field!
6.) You can include or exclude the popup on specific pages using the popup targeting feature.
Simply include words from a specific URL and the popup will fire or not fire on pages and URLs that contain the same character strings. Be sure to list them with commas and no spaces between them.
You can upload a Logo Image that will show at the top of your popup. A .png file is a good choice here! Just upload a file from your computer.
You have a few options for your Backgound color/photo! If you choose to go with a color, you can utilize a HTML color code grabber (we use this site) to choose a branded color from an image. Insert the code here - or simply choose a default color!
You can also choose an image to upload. (500kb or less) When choosing a photo, remember to stay on brand!
You now have the option of choosing different fonts for your popup! Use the Font Dropdown to choose which style you'd like to use in your popup text.
Choose the Style of your button by selecting Rounded or Square from the Style dropdown. If you choose Rounded, you can choose the degree of roundness in pixels in the next option.
Depending on the background that you chose, you may decide to change the Primary Text Color, Disclaimer Text Color, as well as the Button Background Color and Button Text Color.
Those colors can be chosen from the default options or by entering the HTML color code as mentioned above.
EMAIL COLLECTION INTEGRATION
There are two things that can happen when collecting emails via the Postscript popup:
A.) All emails will be collected within our database. You can export that list by navigating to this page and clicking exported in the hyperlinked text.
You'll then be prompted to enter a date range for the export:
That export can be found on your Reports page. You can download the file directly from here.
B.) If you are integrated with Klaviyo, you can send the emails you collect directly into a Klaviyo list. After integrating with Klaviyo, click the Klaviyo Button & choose the list you want the emails to be collected in! (We will also collect them in our database as explained in option A of email collection)
EMAIL + PHONE COLLECTION CONTENT
The editing options for both EMAIL and SMS are the same in these sections. So you can use this guide for both or SMS only. Just remember to refer to the preview on the right side of the screen to see how your subscriber will be viewing the popup.
There are several phone/email options that you can edit. Our default is pictured, but you can change that to the verbiage that is in-line with your brand.
Pre-Headline Text is only available in the full-size pop-up. This is the beginning of your call to action and shows at the top of the popup text.
Headline Text is what will appear the largest on your Pop-up. Be sure the amount you're discounting is the same as the Keyword Reply you created earlier!
Post-Headline Text is only available for the full-size pop-up. It's the ending of your call to action and goes BELOW the Headline Text.
Button Text is the text that goes within the button that you customized earlier. This needs to be clear & direct. THIS is how your customer gets their discount!
Close Button Text is what will close the full-size pop-up for the customer.
This is the text that the user will receive after activating the popup and replying Y to the confirmation text! This is a good time to welcome them to your shop. If you offered a discount in your popup, remember to include that coupon in this text!
You can add a GIF/image (remember that adding an image/GIF to this will be 3 credits per send for US/CAN customers.) Keep your media files around 500kb for optimal sending.
Use the More Dropdown to add your coupon, shop links, user's name (if we have it), Discount Links to use Shopify coupons if you prefer, and more!
Edit the text of the message to your liking - and send yourself a test to make sure the links are good & the text looks the way you'd like for it to look.
Postscript's pop-up is cookie-enabled and only shows up once per user. If someone is not seeing the pop-up, it's most likely because they've viewed it before! If you are testing, go into incognito mode on your phone to see the pop-up once again.
That's it! You've successfully created a quick and easy Desktop popup that has the ability to capture both Email + SMS if you wish! Let us know if you have any questions by visiting us in chat!