> For the complete documentation index, see [llms.txt](https://help.recart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.recart.com/list-growth/opt-in-tools-popup.md).

# Opt-in Tools - Popup

Use this guide to create and activate your first Popup so you can start collecting SMS and email subscribers from your Shopify store.

For a full reference of every editor option, see [Customize and Manage Your Popup](#).

#### Table of Contents

1. [Before You Start](#Before)
2. [Step 1: Create a New Popup](#createpopup)
3. [Step 2: Add Your Offer](#addoffer)
4. [Step 3: Customize the Success Step](#step3)
5. [Step 4: Configure Settings](#step4)
6. [Step 5: Save and Activate](#step5)
7. [Step 6: Create Your OneClick Popup](#step6)
8. [What's Next](#whatsnext)

### Before You Start

Always keep a **Welcome Popup** and a **OneClick Popup** active at the same time. If a visitor clicks "*This isn't me*" on the OneClick Popup, Recart automatically shows them your Welcome Popup. Without an active Welcome Popup, that visitor leaves without subscribing.

> 💡 You can create and activate your Popup while your TFN application is being processed. You'll start collecting subscribers right away — messages will send once your TFN is approved.

### Step 1: Create a New Popup

![1createnew](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FInwL0GJ062Fp6f0hqbKL%2Fopt-in-tools-popup-1.png?alt=media)

1. Go to **Opt-in Tools → Create New → Popup**.
2. Give your Popup a name *(internal only — subscribers won't see this)*

![Rename popup ú-png](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2F3ghVP9ZZLzjpCd2nEyIf%2Fopt-in-tools-popup-2.png?alt=media)

```
  3.   Choose your **Platform**: **Mobile** or **Desktop** — each needs its own Popup.
  4.   Choose your **channel**: **SMS only**, **Email only**, or **Email + SMS**.
  5.    For **Email + SMS**, choose your number of steps:
```

1. 1. **One step** — collects email and phone number on the same screen
   2. **Two steps** — email first, then phone number *(recommended)*
   3. Choose your **SMS Opt-in Type**. For your first popup, select **In-popup confirmation** *(recommended)*. See [SMS Opt-in Types](https://help.recart.com/en/articles/sms-opt-in-types) for details.
   4. Pick a starting **style**.

###

### Step 2: Add Your Offer

![Opt-in\_Gener Layout Style](https://2167119381-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2I45aTZ733MBi8Vps3Ib%2Fuploads%2FNixmM7Wxa2xftGJSc306%2Fopt-in-tools-popup-3.png?alt=media)

A clear offer is the single biggest driver of opt-in rate.

1. Go to **Layout & Styles** in the left sidebar.
2. Upload your **logo** and a **brand image or GIF**.
3. Set your **headline** — make the offer immediately obvious (e.g. "Get 15% off your first order").
4. Set your **background color** to match your brand.
5. Customize your **CTA button** text and color.

**Tip:** Fullscreen Popups consistently outperform lightbox Popups. We recommend fullscreen as your default layout.

**Tip:** Keep the **Teaser** step on — it asks visitors to confirm interest before showing the full form. Testing has shown this increases overall conversion rates.

### Step 3: Customize the Success Step

The Success screen is what subscribers see immediately after signing up — don't leave it as the default.

1. Go to the **Success** section in the left sidebar.
2. Update the **heading** and **subheading**.
3. Set your **CTA button** action — choose one:
   * **Redirect to URL** — send subscribers to a product, collection, or promo page
   * **Apply discount code** — automatically apply their discount at checkout
   * **Add to cart** — add a specific product to their cart instantly
   * **Append to URL** — add parameters like a discount code to the current URL

📖 [Customizing Your CTA Button in Popups](https://help.recart.com/en/articles/customizing-your-cta-button-in-popups)

#### Step 4: Configure Settings

In the **Settings** section of the editor:

* **Welcome Flow** — connect a Welcome Flow. This is required; the Popup cannot be activated without one. If you haven't built your Welcome Flow yet, you can create one directly from this screen.

**Note:** A Welcome Flow's status is tied to the Popup it's connected to. If a Welcome Flow appears as **Draft**, it means the connected Popup is not turned on yet. Once you activate the Popup, the Welcome Flow will automatically turn on as well. Likewise, if you deactivate the Popup, the Welcome Flow connected to it will also be deactivated (provided it isn't used by another active Popup).

* **Trigger** — choose when the Popup appears:
  * **On page load** — immediately or after a delay *(recommended: 4–6 seconds)*
  * **On exit intent** — when the visitor shows intent to leave
* **Re-engage** — keep this on *(recommended)*. It re-shows the Popup to visitors who previously dismissed it without subscribing, after a set period of active time.
* **Pages** — control which pages the Popup appears on:
  * **Show on specific pages** — the Popup will only appear on the URLs you list here and will be hidden everywhere else on your store.
  * **Hide on specific pages** — the Popup will appear everywhere on your store except the URLs you list here.

Note: We always recommend adding ***/cart*** and ***/checkout*** to your exclusions so the Popup doesn't interrupt visitors who are about to purchase.

* **Geotargeting** — choose which countries the Popup appears in. The default setup is fine for most stores.

### Step 5: Save and Activate

1. Click **Save as active** in the top-right corner.
2. Open your store in an **incognito/private browser window** and confirm the Popup appears as expected.

📖 [Popup Preview](https://help.recart.com/en/articles/opt-in-tools-popup-preview)

#### Step 6: Create Your OneClick Popup

Once your Welcome Popup is active, go to **Opt-in Tools → Create New → OneClick Popup**.

The OneClick Popup recognizes returning visitors who've subscribed through any Recart-powered store and lets them opt in with a single tap — no typing required. Both Popups need to be running together.

#### What's Next

* Customize and Manage Your Popup — deep customization, targeting, A/B testing, and cookie behavior
* [Popup Best Practices](https://help.recart.com/en/articles/opt-in-tools-popup-best-practices-) — design, copy, and compliance tips
* [Set Up Your Welcome Flow](https://help.recart.com/en/articles/setting-up-sms-automated-flows)

If you have questions, contact our [Customer Support Team](mailto:support@recart.com) — we're happy to help.


---

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