Pop-ups

Pop-ups are a great, interactive tool that Sendlane offers to turn users who visit your website into contacts in your mailing list!

Here we'll cover:


Before Getting Started

Be sure you have created a list inside of your Sendlane account, so you have a destination for your pop-ups to place your new leads and contacts!

Also, please note that you need to have access to the HTML code of your website to install the pop-up.


Different Types of Pop-ups

Sendlane offers three different types of pop-ups:

Inline    This pop-up can be directly added to your website. It will be placed where ever you decide when adding the code. 
Pop-up    This option will pop up after a visitor has been viewing your page for a certain amount of time. 
Banner This pop-up is fixed to either the top or the bottom of the page. It will scroll with the visitor as they navigate your website.



Creating a Pop-up

  1. From your Sendlane dashboard, navigate to the Pop-up menu and click New Pop-up
  2. Next, select the type of form you'd like to use and click Next
  3. Name your new pop-up (this is just for your own records, visitors will not see the name you enter here) and click Create Pop-up
  4. Next, you'll be able to start customizing your pop-up: 
    • If you right click on any text element, you'll see a text toolbar with customization options like font, color, size and more
    • With the Content toolbar, you're able to add new elements, fields and even add custom fields
    • Please Note

      If you are using images for your Logo be sure to use either .png or .gif files.

    • The Style toolbar allows you to make style adjustments to the pop-up, like adding images, changing colors, and more
    • You'll see Position toolbar for both pop-up and banner-style forms, where you can specify the placement of your pop-up on the page
  5. Continue dragging-and-dropping, designing and customizing your pop-up until you're happy with it
  6. Once you've finished creating the perfect pop-up, click Next to move on
  7. Select what happens after a lead completes your pop-up
  8. Use the Style toolbar to design your Thank you page
  9. Once you're done designing, click  Next

  10. Use the Subscription List dropdown to select the list for your contacts to be added to once they subscribe. You can also use this section to Preview your pop-up!
  11. Next, choose your Opt-in settings: either single or double
  12. If you select double opt-in, enter your redirect URL, click Edit Confirmation to customize the confirmation email sent to your contact after they opt-in and then click Save
  13. Select the settings you'd like to have within the Audience & Triggers section to customize how your pop-up is presented to site visitors
  14. Once you're done making changes, click on Publish and you're all set!

Your completed pop-up is ready to be installed on your website!


Installing a Pop-up

To install a published pop-up, you have a handful of options:

  1. Copy and paste the code right before the closing </body> tag for any page you'd like the pop-up to show
  2. Send to your developer so they can install the code for you. They'll receive an email with the subject line "Sendlane Form Code"
  3. Install with WordPress
  4. Install with Shopify
Please Note

You need to have access to the HTML code of your website to install the pop-up.

The "Raw Form" HTML code for the pop-ups is not be available for the Banner or Pop-up types. These versions of the pop-up need to use the JavaScript code in order to function properly (i.e., to actually "pop" up or to scroll along the page).


Troubleshooting

If you pop-up settings don't seem to be "sticking" please be sure your pop-up doesn't have any unpublished changes:


TL;DR

Creating a Pop-up: Pop-ups → New Pop-up → Select Pop-up Type → Name and Select opt-in → Build From → Build Success Page → Select List → Publish → Copy Code for Website!

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