Let’s say you’re running a special summer campaign on your website, and you need a way to grab visitors’ attention just at the right moment. What’s the best way to do that without interrupting their experience? Engagement Popups! More specifically, the Engagement Popups tab in Saleswings Interactions is the key to delivering the right message, at the right time, in the most effective way.
In this guide, we’ll walk you through how to use the Popup Management Screen and leverage the tools within the Engagement Popups tab to give you the tools to create, manage, and optimize your popups for maximum impact.
The Popup Management Screen
Here is an example of a summer campaign created with Saleswings Interactions:
Here's what you can do from this screen:
Name and Describe the Popup: Give your popup a clear Name and Description for easy internal reference. This makes it simple to find and add to campaigns later.
View Performance Statistics: Get an instant overview of your popup's effectiveness with Views, Conversions, and Closed event totals across all campaigns it's used in.
See Associated Campaigns: Quickly see which Active Campaigns and Inactive Campaigns your popup is currently part of. This helps you understand the broader impact of any adjustments you make.
Manage the Popup:
Save: Store your current settings.
Delete: Permanently remove the popup.
Preview: See exactly how the pop-up will look to your website visitors.
Build: Open the visual Pop-up Builder to design or edit the content.
Entering the Popup Builder
Clicking the Build button will launch the visual Popup Builder. This powerful editor allows you to design content with a simple drag-and-drop interface. For a complete guide on all of the builder's features, you can refer to the official third-party documentation.
The Popup Builder (Visual Editor)
The builder is composed of a content area (the canvas) and a side panel for adding and editing content. It allows you to create visually appealing popups without any coding knowledge.
Using Content Blocks
The right-hand panel contains various Content Blocks that you can drag and drop onto your canvas to build your popup. Key blocks include:
Title, Paragraph, List: For adding and styling text content.
Image: For uploading images.
Button: For creating clickable calls-to-action.
Video: Allows you to embed a video by providing a URL from YouTube or Vimeo. The pop-up will show a visual link to the video.
HTML: For advanced users who want to add their own custom HTML code. Note that the system may sanitize some code for security and compatibility.
Divider, Spacer, Icons, Social, Menu: Additional blocks to structure and enhance your design.
Structuring with Rows
To organize your content blocks, you can use Rows. A row can contain one or more columns, allowing you to create complex layouts. You can add rows from the "Rows" tab in the side panel and then drag content blocks into the columns you create.
Customizing Appearance
In addition to the builder, you can set specific display properties for your popup:
Background colour: Sets the background colour for the popup element.
Position: You can choose where the popup appears on the screen: Center, Top Right, Top Left, Bottom Right, or Bottom Left.
Content width: You can set different width settings for both desktop and mobile devices to ensure your pop-up looks great on any screen.
Previewing and Saving
Preview: Use the preview function to see how your pop-up will render for a visitor before you set it live.
Saving: When saving, the system will warn you if you have unapplied settings to ensure all your changes are captured.
Important Note: A pop-up cannot be edited if it is currently being used by one or more active campaigns. You must first deactivate any campaigns using the pop-up before you can make changes to its design.
Have any questions or concerns? Feel free to reach out to your Customer Success Manager!