Why these best practices matter
When properly configured, SalesWings Interactions is a high-impact tool for strategically engaging visitors and boosting conversion rates. Success, however, relies entirely on best-in-class execution.
The Reward: Well-built Interactions leverage deep visitor intelligence to increase sign-ups, reduce funnel drop-offs, and maximize the visibility of generous offers or critical updates.
The Risk: Poorly configured ones can frustrate visitors, block key page content, and actively harm your user experience.
To ensure your campaigns always deliver maximum positive impact, use this article whenever you create a new Interaction or audit an existing one.
Your complete interactions resource library
This guide provides proven strategies and actionable tips, but you may need foundational knowledge or inspiration along the way. Use the links below to access our full library of resources:
Feature Overview: Start with Using SalesWings Interactions to Drive Website Engagement and Lead Conversion for a quick overview of its value and key terms.
Getting Started & Setup: Follow our quick setup guide, Step 1: How to Activate SalesWings Interactions for Targeted Pop-Ups That Drive Conversion.
Campaign Management: Learn how to configure your targeting and display rules in Step 3: How to build and manage Campaigns to boost website conversions using SalesWings Interactions.
Inspiration & Use Cases: Get ideas for high-impact campaigns in the SalesWings Interactions Campaigns inspiration guide.
Full Collection: You can find all related content in the dedicated Saleswings Interactions Success Center collection.
1. Start with a clear purpose
Before starting, define the main goal.
Common goals include:
Collecting email addresses
Cross-selling or upselling
Promoting discounts or special offers
Driving demo or sign-up requests
Reducing cart abandonment
Announcing new features or updates
Note: Each Interaction should focus on one goal only.
2. Use UTMs for tracking and testing
Track Attribution
Add UTM parameters to the CTA links inside your Interaction. This helps you measure how users convert after clicking.
Example:
utm_source=interactions&utm_medium=popup
IMPORTANT: Consistent UTM naming ensures clean analytics and accurate reporting.
Preview Interactions With a Testing UTM
Use a dedicated UTM to preview your pop-up before making it live:
utm_source=InteractionsTesting
Add this UTM to the page URL in your browser. This lets you verify how the Interaction looks and behaves without exposing it to real visitors.
3. Design with screen size in mind
Some laptop screens—such as 13-inch MacBooks with a typical height of ~1050px—may cut off large images.
To avoid display issues:
Height Recommendations: When defining the height, use these guidelines to ensure it fits within the browser:
Desktop: The recommended height range is 300 to 600 pixels, with a safe maximum of ~700 px.
Mobile: The recommended height range is 300 to 450 pixels, with a strict maximum of ~650 px.
If a large image is required, align the content to the top or top-left/right
Note: Always test on both desktop and mobile before publishing.
4. Trigger timing recommendations
Triggering too early can annoy visitors. Instead, use behaviour-based triggers that feel natural.
Recommended triggers:
Time delay: 7–10 seconds after page load
Score/Tag Trigger: Trigger when a specific tag is given, or score reaches a threshold
Behaviour-based: Example — visitor views the pricing page twice
Avoid: Instant pop-ups that appear as soon as the page loads.
5. Design tips for high conversion
A clean, focused design typically performs best.
Keep the layout visually simple
Use a strong contrast for the CTA button
Include one clear supporting image or icon
Note: Reducing visual clutter increases clarity and improves conversion rates.
6. Copywriting best practices (B2C & B2B)
Great Interactions are short, clear and focused on one action. The same principles work for both B2C and B2B—only the type of value changes.
Core Principles
Lead with the benefit. Make the value obvious in the headline.
Keep it short and skimmable. Visitors should understand it in seconds.
Use simple, action-oriented CTAs. Examples: “Get,” “Join,” “Download.”
Avoid friction words. Skip terms like “Submit” or “Complete.”
Use friendly, conversational language.
How to tailor the value
B2C: Focus on personal, immediate value.
Example: “Get 10% off your first order.”
Example: “Want early access?”
B2B: Focus on clarity and reducing decision friction.
Example: “Download the ROI calculator.”
Example: “Talk to a specialist.”
7. Use contextual relevance
The message should match the visitor’s intent based on the page they are viewing.
Examples:
Pricing page: “Not ready to decide? Talk to a specialist.”
Blog page: “Get weekly insights like this in your inbox.”
Checkout page: “Take 10% off if you sign up now.”
IMPORTANT: Relevance is one of the strongest predictors of conversion.
8. Limit how often interactions appear
Avoid overwhelming returning visitors by using frequency controls.
Recommended settings:
Set the engagement limit between 2-4.
If dismissed, snooze for several days before showing again
9. A/B testing ideas
Test one variable at a time so you can identify what made the difference.
Good test candidates:
Headline
Offer amount or type
Trigger timing
CTA button text
Image vs. no image
Positioning: center vs. lower-left
What works and what doesn’t: A side-by-side look
Seeing is believing. To summarize the critical difference that execution makes, this section offers a direct side-by-side comparison of successful and unsuccessful SalesWings Interactions. Study these visuals to solidify your understanding of best practices related to timing, design, and value communication.
The bad:
Trigger: Immediate
Targeting: All Visitors
Why is it bad:
Violation of Timing: It interrupts the visitor before they have had a chance to read the headline, absorb any content, or determine if they are in the right place.
Violation of Relevance: It's shown to existing customers, competitors, and new leads alike. It fails to use SalesWings' core behavioural data to provide a relevant, personalized message.
Violation of UX: It completely blocks the underlying content, forcing the visitor to deal with the pop-up before they can start engaging with the valuable information they came for.
Violation of Value: The copy is aggressive, generic, and uses negative framing. The offer is a low-value, thin content piece that doesn't match the visitor's immediate intent.
Violation of Friction: Asking for too much information for a small, generic offer. This high friction immediately discourages conversion.
The good:
Trigger: 15 seconds
Targeting: Lead Score > 30, Tagged with "Lead Scoring."
Why is it good:
Excellent Timing: It allows the visitor to engage with the content first. It only fires when the visitor shows high engagement/intent.
Excellent Relevance: It targets only highly-qualified, identified leads who are actively researching a specific topic (Lead Scoring). This ensures the message is perfectly relevant to their current need.
Excellent UX: It's non-intrusive. It remains on the page edge, allowing the visitor to continue reading the main content while the offer is available.
Excellent Value: The copy is personal, addresses a known pain point, and offers a high-value, exclusive benefit that is directly relevant to the page they are viewing.
Low Friction: The request is minimal (or links directly to a scheduling tool), making it effortless to convert. The high value of the offer justifies the single email submission.
Need more help?
If you’d like personalized recommendations or want help improving performance, contact SalesWings Support or schedule a success call. We’re happy to help you optimize your Interactions.