Popups - the best converting Opt-in Tools

Popups are proven to be one of the most effective Opt-in Tools with Messenger Marketing. With just a few clicks, your customers become subscribers and receive a discount code in exchange. From then on you can retarget them with automated flows, as well as with Facebook ads.

Recart has two types of Popups: Desktop and Mobile Popups. Currently, you will need to create both types separately if you would like to show them to all your visitors regardless of their device.

How to create a new Popup?

To create a new Popup go to Opt-in Tools page and click on Create new in the upper right corner.

When you are redirected to the creation wizard you can start setting up your Popup:

1. Name your Popup

2. Choose Popup type Opt-in Tool.

3. Select which list the Popup should collect subscribers to. ( Only the active channels will be visible.)

4. Choose the type of device you would like your Popup to appear on.

5. Click Continue to Editing.

👉 Good to know: we offer 2 types of Email and SMS popups

• Email+SMS in one step

This popup type allows you to make the Email field optional, meaning subscribers can skip submitting their Email address and subscribe with phone number only. You can also set it up as mandatory.

• Email then SMS in two steps

In this case your subscribers will have to provide an email address before they submit a phone number and subscribe. The Email field is mandatory cannot be skipped.

How to edit your Popup?

In case you would like to customize an existing Popup, click on the Popup’s name on the Opt-in Tools page.

Either after creating a new Popup or clicking on an existing one you will be redirected to the Popup Editor. On the left side of the editor, you will see each section of your Popup. Once you chose a section, you can customize the settings of that section on the right side.

General settings

For each Popup, you will have a General setup section. Once it is clicked you can edit the general settings on the right side of the editor.

• The size of the Popup

• The position of the Popup

• The countries the Popup should appear - we recommend keeping the default setup, showing in all countries

• The URL-s the Popup should appear on

• The trigger and the delay - we will soon bring in new triggers, in the meantime, you can only customize the delay

• Background image

• Background color

• Close icon color

Minimized view settings

The Minimized view section will be also displayed for each Popup. Once it is clicked you can customize how the minimized version of the Popup should appear.

• The behavior of the Popup - whether the full screen or the minimized view is the default

• The position of the minimized Popup

• The text on the minimized Popup

• The font type on the minimized Popup

• The text’s color

• The background color

   

The rest of the displayed sections vary based on the channels you chose at the previous step. You can keep the default texts and settings, but you can also customize them if you would like to.

If you are collecting Messenger subscribers, you will see the Messenger opt-in section.

Messenger opt-in settings

In the Messenger opt-in section, you can edit what Welcome Message should be triggered by the opt-in, and how the Messenger opt-in will appear on the Popup.

• Select a Welcome flow

  • You can create a brand new welcome message

  • You can select an already existing welcome message

• Upload your logo

• Customize the Heading

  • Text

  • Font type

  • Font size

  • Text Color

• Customize the call-to-action button

  • Text

  • The shape of the button

  • Text color

  • The background color of the button

• Customize the Text paragraph under the button

  • Text

  • Font type

  • Font size

  • Text Color

If you are collecting Email subscribers, you will see the Email opt-in section.

Email opt-in and Email error settings

In the Email opt-in section, you can edit how the Email opt-in will appear on the Popup.

• Upload your logo

• Customize the Heading

• Customize the Email input

• Customize the call-to-action button

• Customize the legal paragraph displayed before opting-in

   

• In the Email error section, you can edit the text displayed when the input is invalid.

   

In case you are choosing the One step popup option you need to make the Email input field Optional in the Email and SMS optin section

Otherwise you can set it up as mandatory and have the details collected in one step.

If you are collecting SMS subscribers, you will see the SMS opt-in section.

SMS opt-in, SMS success, and SMS error settings

In the SMS opt-in section, you can edit how the SMS opt-in will appear on the Popup.

• Select a Welcome flow

  • You can create a brand new SMS welcome message

  • You can select an already existing SMS welcome message

• Customize the Heading

  • Text

  • Font type

  • Font size

  • Text color

• Customize the call-to-action button

  • Text

  • Shape

  • Text Color

  • Button Background

• Customize the legal paragraph displayed before opting-in

  • Text

  • Font type

  • Font size

  • Text color

SMS success and SMS error

These sections are only visible in the Desktop Popup editor.

The reason behind this is on mobile devices the visitors do not need to provide their number, they are redirected to the Messaging app by clicking on the Call-to-Action button.

Additionally, the Desktop SMS Popups will trigger an automated Consent request message called Double opt-in. This is a necessity to keep everything compliant with current data regulations.

Learn more about the difference in the SMS opt-in experience via Mobile and Desktop Popups in this article.

In the success section you can:

• Replace the icon if you want to

• Customize the Heading and the Paragraph

  • Text

  • Font type

  • Font size

  • Text color

• Customize the call-to-action button

  • Text

  • Shape

  • Text Color

  • Button Background

In the error section you can:

• Customize the error message

  • Text

  • Font type

Website preview

While setting up your Popup you have the option to see how it will look like on your website by activating the Website Preview.

Click on the setting icon in the editor and switch the toggle On. By default, your website will be added but you can enter any URL you would like to check the Popup on and hit Enter to see the preview.

The example below shows a lightbox mobile popup preview👇

The examples below show the minimized version of a mobile and a desktop popup👇

Once you customized your Popup, do not forget to save it in the upper right corner of the editor. You can save it as a draft, or activate it immediately. If you chose to save as a draft, you will need to get back to this editor from the Opt-in Tools page by clicking on the name of the Popup in order to activate it.

Duplicating Popups

You have the option to duplicate your existing Popup.

Go to the Opt-in Tools page, click on the three dots next to the Popup you would like to duplicate, and click Duplicate.

You will be redirected to a simplified creation wizard, where you can name your duplicated Popup and choose the device type it should appear on. When duplicating a Popup there is no option to modify the opt-in channels. For example, if the original Popup was collecting email and SMS subscribers, the duplicated version will collect subscribers via the same channels. Once you named the Popup and chose the device type you need to click on the Continue to editing button. You will then be redirected to the Popup editor, where you can customize the look of your duplicated Popup and attach a Welcome message to it as it is described in the first part of this article.

Learn more about the Desktop Popup editor in this article, and for SMS Popup best practices read this article.

Please let us know if you have questions, we are happy to help. 😊