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Creating An Opt-in Pop-up

An Opt-In Pop-Up is a pop-up form that captures the lead information. To create an opt-in pop-up, follow the instructions below. 

  1. From your account Dashboard, under Web Tools click from the dropdown Opt-in Pop-up.
    Screenshot_2019-02-14_14.39.59.png

  2. You will either see the list of opt-in pop-ups already available on your system or the table may be blank. Click on +New Opt-In Pop-Up.
    Screen_Shot_2018-10-30_at_18.45.57.png

  3. Input the Name of your opt-in pop-up and click on Create Opt-in Pop-up.
    Screen_Shot_2018-10-30_at_18.46.18.png
  4. On the top left corner of the page, on the Choose a Template drop down menu, select the template you want to use
    Screen_Shot_2018-10-30_at_18.48.24.png

    Screen_Shot_2018-10-30_at_19.31.59.png
  5. The following when highlighted in blue can be customized.

    • Header - this will be the caption of your Opt-In Pop-Up
      1. Highlight Header in blue and click on the Pencil icon to edit.
        Screen_Shot_2018-10-30_at_18.48.24.png
      2. Input your Header on the space provided and click on Save Header to save your changes.
        Screen_Shot_2018-10-30_at_18.48.44.png
    • Image - a photo of what you're offering
      1. Highlight Image in blue and click on the Pencil icon to edit.
        Screen_Shot_2018-10-30_at_21.53.54.png
      2. Either upload a photo from your computer by clicking on Upload Files tab and click on Select Files button to access your computer files.
        Screen_Shot_2018-10-30_at_22.04.42.png
      3. Or select one from Media Library tab, choose either My Library or Global Library
        Screen_Shot_2018-10-30_at_21.54.13.png

      4. Select the photo you want to use, and click on Select Photo button.
        Screen_Shot_2018-10-30_at_22.06.38.png
    • Headline - brief instructions for your leads.
      1. Highlight Headline in blue and click on the Pencil icon to edit.
        Screen_Shot_2018-10-30_at_22.08.23.png
      2. Input your instructions on the space provided and click on Save Headline to save your changes.
        Screen_Shot_2018-10-30_at_22.09.48.png
    • Text - contain fields for Name and Email address, can be re-arranged based on which item you want to go first.
      Screen_Shot_2018-10-30_at_22.11.15.png
    • Submit - submit button
      1. Highlight Submit in blue and click on the Pencil icon to edit.
        Screen_Shot_2018-10-30_at_22.14.17.png
      2. On the Edit Submit Button page, customize the following based on your preference:
        • Button Text
        • Button Background Color
        • Button Text Color
        • Button Width
        • Rounded Corners
          Screen_Shot_2018-10-30_at_22.14.30.png
      3. Click on the Save Submit Button to save your changes.
        Screen_Shot_2018-10-30_at_22.14.30.png
  6. The Thank You page dictates what happens next once your lead clicks on the submit button. Click on the Thank You button on the top of the screen.
    Screen_Shot_2018-10-30_at_18.48.24.png
  7. From the dropdown menu, select where you want your user to be directed following form submission.
    Screen_Shot_2018-10-30_at_22.17.44.png

  8. Edit the Thankyoudisplay that will prompt once the lead clicks on the submit button.
    Screen_Shot_2018-10-31_at_01.59.06.png
  9. Click on the Save Thank You button to save your changes.
    Screen_Shot_2018-10-31_at_01.59.06.png
  10. To add Action Sets, click on the Action button found at the top of the page.
    Screen_Shot_2018-10-30_at_18.48.24.png
  11. Select the Action Set from the drop down menu.
    Screen_Shot_2018-10-31_at_02.01.37.png
  12. Update the email address to be notified when a lead fills out the form and click on Save to save your changes.
    Screen_Shot_2018-10-31_at_02.01.54.png
  13. To use this opt-in pop-up on a third party site, click on Get Code.
    Screen_Shot_2018-10-30_at_18.48.24.png
  14. Click on Done.
    Screen_Shot_2018-10-30_at_18.48.24.png

  15. Click on Publish Changes.
    Screen_Shot_2018-10-31_at_02.06.45.png

 

You have now created an opt-in pop-up. If you have further questions or issues please reach out to support team at support@reiblackbookcom.

 
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