> 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/popups/welcome-popup.md). # Welcome Popup Walks through creating and activating your first Popup, including keeping a Welcome and OneClick popup both active. Use this guide to create and activate your first Popup so you can start collecting SMS and email subscribers from your Shopify store. ### 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. {% hint style="info" %} You can create and activate your Popup while your TFN application is being processed. You'll start collecting subscribers right away — the only limitation is campaign sending which is blocked until your dedicated TFN is approved. {% endhint %} ### 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. **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**. Recommended: **In-popup confirmation** 6. Pick a starting **style:** Here you can apply previously created designs on your new popup. ### 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 #### 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: Preview 1. Click **Preview** in the top right corner 2. This is a test environment so you can add any details you like to preview how your popup will render once live ### Step 6: 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. ### Step 7: 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 previously subscribed to your store and lets them opt in with a single tap — no typing required. Both Popups need to be running together. If you have any questions, do not hesitate to [contact the Recart Support team.](/contact-recart-support.md) We'd be happy to help! --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.recart.com/list-growth/popups/welcome-popup.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. 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