Create a pop-up sign-up form

Create a pop-up sign-up form

Capture your online store browser's email addresses with a custom-designed pop-up form, so you can use email to convert them into customers.

September 15, 2025

Create a pop-up sign-up form

1. In the Marsello admin, go to Customer experience > Online > Signup forms and click Create form

2. Click Create this form under the pop-up form

3. Customize the design of your sign-up form

• Use the drag-and-drop the content blocks on the right-hand side to customize the design of your sign-up form.

🎨 There are lots of drag-and-drop content blocks to help design your form.
→ See all Form blocks you can add and AI assistance options.

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💡Quick Tip: Customize the text to set subscribers' expectations on the types of emails can expect to receive.

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4. Customize the form field options

• New pop-up forms include an Opt-in to receive marketing emails checkbox and your disclosure text automatically. Customers must tick this box to receive marketing emails.

• If you add a mobile number field, add the Opt-in to receive marketing text messages checkbox from the form builder too. If you don’t, you’ll be prompted to add it when you save. Email and SMS consent are separate.

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📝 Note: Your disclosure text and Privacy Policy and Terms & Conditions links come from Settings › Compliance › Marketing compliance when you add the checkbox. If you change them later, existing forms won’t update on their own. Re-saving a form refreshes the links only. To pull in your current wording, remove the checkbox and add it back.

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• Click on the form options block to edit the text on the form and also add new form options like birthday or custom forms.

✍️ See how to customize the Form field options

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📝 Note: The two form options Name & Email Address are required fields and cannot be removed.

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6. Click Save

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Customize your success page

This page shows what the customer will see once they successfully sign up.
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1. In the Form editor click Success page

2. Customize your success page

• Use the drag-and-drop the content blocks on the right-hand side to customize the design of your success page.

🎨 There are lots of drag-and-drop content blocks to help design your form.
→ See all Form blocks you can add and AI assistance options.

3. Click Save to save your pop-up form customization

4. Click Next Step to proceed to settings

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Choose your Pop-up form display settings

1. Click Timing to choose when your pop-up displays on your online store

• If you would like to display your pop-up after a visitor spends a certain amount of time on your online store:
  A. Select Show form after user spends [ ] second(s) on a page.
  B. Enter the number of seconds that you'd like your pop-up to display after.

• If you would like to display your pop-up after a visitor shows intent to exit your online store:
  A. Select Show form when a visitor tries to leave your store

You can select either or both of these timing options.

2. Click Save & Proceed

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Preview and enable your pop-up form

1. In the Review and Launch, check the design and content of your pop-up form

2. Edit the name of your pop-up form to make it easier to identify in the Forms dashboard (optional)

3. Click Save & Enable. Your pop-up will begin to display on your online store.

Update an existing pop-up form for marketing consent

Use these steps if your pop-up form was created before the marketing consent checkboxes were added, or if you changed your disclosure text in Settings › Compliance › Marketing and want your form to show the new wording.

1. Go to Customer experience > Online > Signup forms, click the drop-down arrow next to the form’s report button, and click Edit.
2. Click the form fields in the editor.
3. In the right-hand sidebar, under Form, click Select… next to Fields.
   
4. Add the checkboxes your form needs:
   • If your form collects an email address, click Email marketing opt-in.
   • If your form collects a mobile number, also click SMS marketing opt-in.
     
   Each checkbox adds your current disclosure text and Privacy Policy and Terms & Conditions links.
5. If your form has a text block with old disclosure wording, delete that text block.
6. Preview the form to check the checkboxes and disclosure text.
7. Click Save.

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📝 Note: If the checkbox is already on your form and you want your new wording, remove the checkbox first, then add it back.

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Your window shoppers' experience

Once you enable your pop-up, it displays to visitors on your online store. Visitors enter their name and email address, then click Subscribe to sign up.

Signing up adds them as a customer on your eCommerce (and POS) and to your Window Shopper customer segment. They only receive marketing emails if they tick the email opt-in checkbox, and marketing texts if they tick the SMS opt-in checkbox.

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FAQ

Q. Can I edit/update my popup form after I enable it on my store site?

A. Yes, you can edit/update your popup form after it has been saved and enabled. In your Marsello dashboard go to Customer experience > Online > Signup forms . To the right of the form you wish to edit, you will see a drop-down arrow next to the view report button, click edit. This will open the form editor where you can make changes to your form, save them and set them live.

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Q. Can I switch my popup form on and off as needed?

A. Yes, you can enable and disable your popup signup form as required. To enable or disable simple toggle the on/off button to the right of the form's name in your Marsello dashboards. Forms are located under Customer experience > Online > Signup forms

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