Create a pop-up sign-up form
1. In the Marsello admin, go to Display > Customer Experience > Online > Online signup forms
2. Click Create Form
3. Click Create this form under the pop-up form
4. 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.
💡Quick Tip: Customize the text to set subscribers' expectations on the types of emails can expect to receive.
5. Customize the form field options
Click on the form options block to edit the text on the form and also add new form options like birthday or custom forms.
📝 Note: The two form options Name & Email Address are required fields and cannot be removed.
6. Click Save
Customize your success page
This page shows what the customer will see once they successfully sign up to your list.
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
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
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.
Your window shoppers' experience
Once you've enabled your pop-up on your online store, the pop-up will begin to display to your visitors. They will be able to join your mailing list by completing the sign-up form.
The visitors must enter their Name and Email address, and then opt-in to your mailing list by clicking the Subscribe button at the bottom of the form.
They will then be added as a customer on your eCommerce (and POS) and into your Marsello Window Shopper customer segment ready to receive your marketing.
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 Loyalty > Forms > Marketing 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.