Knowledge Base > Pages and forms > Create and design Popup Forms

in Pages and forms Tags: contacts

Popup is a small window, form, or text that pops up in websites and applications at some point.
The popup can be a lead form, newsletter subscription or update on a new service or product.
Implementing a registration Pop up form on your site ensures that you will automatically expand your mailing list in your inwise account and increase the number of leads and sales.

With inwise you can create a popup, without investing in development or design.
 

Steps for creating a popup

  1. Form design
  2.  Thank you page design
  3.  Popups settings
  4. Install a pixel (tracking code) on your site.

1. Form design

On the main login screen, click on the “Pages and forms” tab in the main menu bar on the left (1).
On the “Common Actions” pane, click on the ”Create Popup” button (2).
You can also select “Create Popup” directly from the main menu bar.

Create popup

Choose your preferred template for your popup.
There are a variety of templates, you can choose a basic template and design it yourself, or select a designed template and customize it to your brand.

Popup templates

After selecting the template, the popup editor will open, where you can edit and format the content, embed images and design the form.

You can learn more about the content editor in the “Create and design signup form”  guide and about forms editor in the “Create and Edit Form” guide.

Design popup

After finishing designing the popup form, click on the “Next” button.

 

2. Thank you page design

After filling out the form, the contact is directed to the thank you page.

There are 4 Options for design Thank You page:

  1. Design by using existing templates –you can choose one of our design templates pages from the drop-down list.
  2. Design Thank you page based on your popup – you can use your popup template, and make changes and adjustments to the Thank you page.
  3. Redirect to URL address – after the contact filled out the details, he directed to a website such as home page, deals page or discounts page.
    You can change any of the above options by clicking on the Tooth Wheel in the upper right of the screen.
    Finally, click on “Save” or “Continue” button

 

3. Popups settings

  1. General settings:
    Popup name – This is the name that will appear in the list “Pages and Forms”. This name is internal only.
    Priority – In case you have several popup forms for a specific page, you can set the priority for each of them. The popup that has higher priority will be displayed. A higher number means higher priority. 
    How many times the popup will be shown – Select the frequency of the popup appearance. The default is every 24 hours.

  2. Rules

    Current page – You can define on which page on your site the popup will appear. Enter the URL of the relevant pages (separated with comma).
    Pages visited –
     You can set that the popup will appear to the visitor only after they visited specific pages on your website. Enter the URLs of these pages.
    Site visit duration – Set after how long a stay on the site the popup will appear.

  3. Appearance timing

    You can choose the trigger to show the pop-up – after page load, when the visitor stops his activity in the page, after scrolling half-page or after scrolling full page. You can choose only one option.

    You can choose the appearance type of the popup (stable or blinking), background color and opacity around the pop-up, also you can choose between several options for closing the popup and positioning in the page after shown.

    Popup-setting

  4. Import & Sync
    You can automatically expand the distribution list and increase the number of leads by automatically importing all the contacts who filled out the details in the form, directly to your contact list in the inwise system, or to a new group.
    * Checking the option “Update existing contacts” (slows down the import process) will update the data for contacts that have already in the account.
    First step – Mapping fields – Make sure that the information field in the system is the same as the information field in the form, in order to allow the system to automatically link the information entered by the visitor in the form to the correct field in the system. So that the visitor’s first name will be updated in the first name field in the system and not in the email field. If the system does not detect the fields automatically, you can manually set the field name to which the column is mapped in the system.
    The second step – Choose groups– choose a group from your list of groups, or create a new one
    Mapping fields

Send Email to the account manager regarding new registration – check this box so that the account manager receives an email on each form filled out. The update email will be sent to the email address defined as Account Manager.
You can update the email address on the final screen, after the landing page is published, by clicking on “Edit Automation”. More information in the Automation Guide.

After finish the import setting, you can publish the form, by clicking on the “Publish” button at the bottom of the screen.

4. Install a pixel (tracking code) on your site.

Now, you just need to install the tracking code, add a short section of code into your website pages., the installation takes about 3 minutes and is one-time. Two ways to create the code:

  1. Copy the code from the ending screen of the popup creation process interface.
  2. Click on the little man icon (1), then Create tracking code(2).Tracking codePast  the tracking code between the head tags in your web, mean:  <head>past the pixel here</head>
    That’s it, your popup is published,
    What can be done now?You published the popup on your website, contacts viewed it and some even filled it out, what can be done now?
    Start creating communication and a personal relationship with your new contacts, for example, send them a “welcome” email.
    How do you do that? A guide to creating and designing an email campaign