Customize and Manage

Reference for the Popup editor's design options, advanced settings, and ongoing popup management.

Use this guide to customize your Popup's design, configure advanced settings, and manage your Popups so you can build a high-converting opt-in experience.

---

How to Open the Popup Editor

1. In your Recart dashboard, go to Opt-in Tools
2. Click the 3 dot menu on the right hand side and click edit

1. You can also click edit directly from the Popup performance page

You'll land on the Popup Editor. The left sidebar lists all sections of your Popup — select any section to edit its settings in the right panel

On each step, the right panel shows the step's elements as a tree. From there you can group elements in containers, drag them into a new order, and add or remove text, images and containers. See Layout and Containers for how it works.

General Styling

General Styling controls the overall visual design of your Popup in one place — so you don't have to update colors and fonts in every section individually.

Where to find it: Go to Layout & Styles in the left sidebar, then click General Styling.

How to use it:

• Edit Styling — adjust colors, fonts, and layout using the right-side panel, or click directly on elements to edit in place.
• Overwrite styling per step — override General Styling on individual steps when needed (for example, to give the Teaser a different background color).

Note: For newer Popups, General Styling applies globally and updates all steps automatically. For older Popups with already-customized steps, identify any overridden styles in each step and convert them to General Styles from the Layout & Styles menu.

General Styling only affects visuals — content (headlines, body text, legal text) must still be edited within each individual step.

Layout & Styles

The Layout & Styles section controls the overall appearance of your Popup.

1. Size and Position — select the Popup size and its placement on screen. For fullscreen Popups, select the content placement. Fullscreen is recommended for higher conversion rates.
2. Additional Image — upload a visual to make your Popup more engaging. Position it above your content or to the side (desktop only).
3. Background — set a background color or upload a background image.
4. Close icon — appears after a 2-second delay by default. Adjust this to show it sooner, later, or immediately (0 seconds).
5. Logo — upload your brand logo. Resize and position it for best visual balance.
6. Text — edit headings and body copy to fit your brand voice.
7. Buttons — customize your Primary and Secondary button text, colors, and style.
8. Input fields — customize how fields look in three states: Default, Active (when typing), and Error (for missing or incorrect input).
9. Link field — add or modify link fields. Adjust text, color, and underline style.

Teaser

The Teaser is a hook that appears before your full Popup opens — designed to catch attention and draw visitors in. Testing has shown it increases overall opt-in rates, so we recommend keeping it on.

In this section you can:

• Add and resize your Logo
• Add a Secondary product image
• Edit Headings (text, font, size, color) or import custom fonts via URL
• Add a button group
• Customize Confirm and Decline buttons (text, color, background, border, shape)

Email Opt-in

If you're using a two-step Popup, the Email Opt-in and SMS Opt-in steps are managed separately.

In this section you can:

• Adjust the Popup appearance (same options as Layout & Styles)
• Add and resize your Logo and a Secondary image
• Edit Headings and body text
• Add a form item to collect subscriber details
• Customize the Email input field and CTA button
• Edit your Legal text for compliance

Compliance tip: Always display clear consent language and include links to your Privacy Policy and Terms of Service.

SMS Opt-in

When using a two-step Popup, the SMS Opt-in step is managed separately from Email Opt-in.

Your Email Opt-in settings are copied automatically as a starting point. Customize any element directly within this step to differentiate the SMS experience. You can also edit your Success Message from this section if you're using a two-step Popup.

SMS Consent

If you're using In-Popup Confirmation as your opt-in type, the SMS Consent screen is shown after a visitor receives their one-time code.

You can customize:

• Logo and Secondary image
• Headings and body text
• Code input field, CTA button, and Resend Line
• "Resend Code" text and styling

Success

After a visitor successfully subscribes, the Success screen is displayed — prompting them to check their phone.

In this section you can:

• Add your Logo and Secondary image
• Edit the Heading and Subheading
• Customize the CTA button:

  • 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

Minimized View

If a visitor closes your Popup, you can display a minimized version so they can easily reopen it.

Configure:

• Enable/Disable — toggle the minimized view on or off for this Popup.
• Behavior — choose whether the Popup reopens full-screen or minimized. We recommend popup to minimized — it lets visitors re-engage without interrupting their browsing.
• Position — select where the minimized button appears on screen.
• Button properties — edit text, font, color, and background.

Settings

The Settings section controls where, when, and to whom your Popup appears.

Connect to a Welcome Flow

Required: Your Popup must be connected to a Welcome Flow. This is what sends the first automated message to new subscribers.

Trigger

Trigger	When it fires
On Page Load	Appears when a visitor lands on the page. You can add a delay in seconds.
On Exit Intent	Appears when a visitor shows intent to leave the page.

Pages

• Show on specific pages — restricts the Popup to selected URLs only.
• Hide on specific pages — prevents the Popup from appearing on selected pages.
• Hide site-wide — suppresses all Popups for the rest of a visitor's session once they hit a specific page (useful for post-purchase pages).

Re-engage

Re-engage re-shows your Popup to visitors who closed it but kept browsing — without being intrusive. It only fires after the visitor has navigated to another page and spent active time there.

Recommended: Re-engage is one of the most effective ways to recover missed opt-ins. Enable it for all active Popups.

Setting	What it does
On/Off	Enable or disable Re-engage for this Popup
Navigations required	Minimum page navigations before the Popup can re-appear (default: 1)
Delay	Active seconds on page before re-showing (default: 40 seconds)

Adjust the delay based on your store's average session length. A higher delay means less interruption; a lower delay increases re-engagement but may feel aggressive.

Visitor Targeting

Visitor Targeting lets you control which visitors see this Popup based on whether Recart recognizes them — so you can run parallel Popups for different audiences without overlap. On Shopify stores, Recart recognizes returning visitors through the Recart Pixel.

To enable: toggle Visitor Targeting on in Settings, then uncheck the visitor groups you want to exclude.

Option	Who it targets
New visitors	Visitors Recart has not seen before
Recart SMS subscribers	Visitors already subscribed via Recart
Klaviyo subscribers	Visitors identified as Klaviyo email or SMS subscribers
Klaviyo → Segment	Visitors identified as members of a Klaviyo segment you pick, subscribed or not. See Target Popups by Klaviyo Segment

Note: Klaviyo targeting requires an active Klaviyo integration. Visitor Targeting is disabled by default and configured per Popup.

Geotargeting

Select which countries your Popup appears in. You can only target countries where you have an active phone number set up. Keep the default setup unless you have a specific regional strategy.

A/B Testing

A/B tests are created and managed from the Popup A/B Tests page, not from a popup's settings. While a popup is part of a running test, its Pages and Geotargeting settings are locked and the test's own targeting is used instead.

If you use a third-party testing tool such as Intelligems or VWO, its configuration stays here in the popup's settings.

Popup Preview

Use Popup Preview to test how your Popup looks and behaves before going live.

1. In the top-right corner of the editor, click Preview.
2. Enter your store URL to load a live preview of your Popup on your site.
3. Review the layout, content, and opt-in flow across both Mobile and Desktop.

Tip: Always preview on both Mobile and Desktop before activating — each device uses a separate Popup.

Duplicating a Popup

Duplicating lets you reuse an existing Popup as a starting point for a new one.

1. On the Opt-in Tools page, click the three-dot menu (⋯) next to the Popup you want to duplicate.
2. Select Duplicate.
3. Give the duplicated Popup a name and select its device type (Mobile or Desktop).
4. Click Continue to Editing.

Note: The opt-in channels stay the same as the original. If your original Popup collected both Email and SMS, the duplicate will too.

After duplicating, you'll be taken to the Popup Editor to customize the design and attach a Welcome Flow.

Managing Your Popups

From the Opt-in Tools page, click the three-dot menu (⋯) next to any Popup to access these actions:

Action	What it does
Rename	Update the Popup's internal name
Edit	Open the Popup Editor
Duplicate	Create a copy of the Popup
Inactivate	Pause the Popup without deleting it

Popup Visibility and Cookie Behavior

How visibility works

Scenario	What happens
Visitor completes a Popup	They won't see other active Popups with the same targeting rules on return visits
A new Popup is enabled	It will be shown to visitors who were not active when it was first enabled
Visitor clears cookies	They are treated as a new visitor — Popups reappear based on your current targeting settings

These rules apply to both standard Popups and OneClick Popups.

How returning visitors are recognized

On Shopify stores, Recart recognizes returning visitors through the Recart Pixel, which uses a first-party identifier on your store's own domain. Recognition typically lasts up to a year, so a visitor who already opted in isn't treated as new just because time has passed — and they don't need to resubscribe for your abandonment flows to reach them.

If a returning visitor subscribes again, they will not be duplicated in your subscriber list.

If you have any questions, do not hesitate to contact the Recart Support team. We'd be happy to help!