Popup Campaign Setup

This guide walks you through creating a new popup campaign, from selecting a template to saving your configuration.

Getting Started

To create a new popup campaign:

1. Navigate to Popup Campaigns in the SalesPulse app
2. Click the Create Campaign button (or Create Your First Campaign if you have no campaigns)

This opens the Popup Campaign Editor where you can configure all settings.

Basic Settings

Before diving into specific features, configure these basic settings at the top of the editor:

Campaign Name

Give your popup campaign a descriptive name to easily identify it in your campaign list.

• Required field
• Example: “Newsletter Signup”, “Holiday Sale Popup”, “Exit Intent Offer”

Active Status

Toggle to enable or disable this popup campaign:

• Checked (Active): The popup will display on your store (if the feature is activated)
• Unchecked (Inactive): The popup will not display, but settings are saved

Priority

Set the display priority when multiple campaigns are active:

• Higher priority campaigns appear first
• Default value is 1
• Use numbers like 1, 2, 3 to set order

Live Preview

The editor includes a live preview panel that shows how your popup will look:

Preview Features

• Real-time updates: Changes appear instantly in the preview
• Desktop/Mobile toggle: Switch between device views
• Animation preview: Test entry and exit animations
• Interactive elements: See form fields and buttons

Preview Controls

Template Library

The Template Library provides 20+ pre-designed templates to get started quickly.

Using Templates

1. Click the Template Library tab
2. Browse available templates
3. Use the Filter by Category dropdown to narrow options:
   • All
   • Lead Capture
   • Promotional
   • Exit Intent
   • Welcome
   • Social
   • Product
   • Referral
   • Seasonal
   • VIP
   • Feedback
   • Event
   • App
4. Click Apply Template on your chosen design

Available Templates

After Applying a Template

When you apply a template:

• Colors, fonts, and styles are automatically configured
• Default message text and form fields are added
• Popup type and position are set
• You can customize any setting after applying

Editor Tabs Overview

The editor is organized into tabs for different settings. Some tabs are visible by default, while others are accessible via the More views button.

Main Tabs

Additional Tabs (via More views)

Popup Type Configuration

Click the Basic Settings tab to configure the popup type.

Popup Type Options

Saving Your Popup Campaign

After configuring your settings:

1. Review the live preview to confirm the appearance
2. Test on both Desktop and Mobile views
3. Preview entry and exit animations
4. Click the Save button in the top-right corner
5. If there are validation errors, fix them before saving

Validation Requirements

The editor validates:

• Campaign Name: Required field
• Form Fields: At least one field if form is enabled
• Submit Button Text: Required if form is enabled
• Success Message: Required if form is enabled
• Scheduling: Valid date range if enabled

Managing Existing Campaigns

After creating campaigns, you can manage them from the main list:

Quick Actions

• Edit: Click a campaign to open the editor
• Duplicate: Create a copy with the same settings
• Delete: Remove the campaign permanently
• Analytics: View performance metrics
• Toggle Active: Enable or disable without editing

Priority Order

Campaigns are displayed based on priority:

1. Higher priority numbers appear first
2. Only one popup displays at a time based on priority

Tips for Effective Popup Campaigns

Message Best Practices

• Keep headings short and attention-grabbing
• Focus on the value proposition for visitors
• Use action-oriented language in button text
• Include a clear call-to-action

Design Tips

• Match your store’s brand colors
• Ensure sufficient contrast for readability
• Test on both desktop and mobile
• Keep the popup clean and uncluttered

Timing Strategies

• Use time delays to let visitors browse first
• Exit intent works well for discount offers
• Scroll depth triggers engage invested visitors
• Avoid showing popups too quickly (irritating to visitors)

Form Best Practices

• Only ask for essential information
• Use clear placeholder text
• Keep forms short (1-2 fields ideal)
• Explain what subscribers will receive