Creating your first exit pop up helps you capture site visitor's email addresses before they go away. That means you can stay in touch via email and drive them back to your site in the future.
The first thing you need to decide is whether you want to offer a discount as an incentive for people signing up, exclusive content, a sweepstakes, or just a general ask. They all have advantages and disadvantages that you can read about here.
Once you know what you want to offer, log in to Privy and click on “New Campaign” in the top right of your screen.
1.Name your campaign: First, you’ll want to name your campaign. This is a name that only you will see so make it recognizable. Something like “Exit Pop Up” and the date is usually a good way to start. When you’re done, click “Create Campaign”
2. Create your form: For an exit pop up, you will always want to include an email form. If you want to also collect a visitor’s name, birthday and more by click on the “Add field” drop down menu. Because people are already thinking about leaving your site, less fields is usually better. You can also decide to sync your contacts to your a list in your email provider from the “Add email sync” section. (Follow this link for instructions.)
3. Pick a template: When you click “Next” you will be asked to add a display. Here you’ll first choose whether you want to use a popup, flyout, banner, bar, or spin to win campaign. For an exit popup, select popup and then one with language that speaks to someone leaving your site, offering a discount or a general sign up. There are a lot of templates to choose from so look for one that is close to your branding already and then you can customize it. Or just go with something simple like this one.
4. Customize your popup: Using the elements bar on the left of your screen, you can edit any of the text and colors, add images, changing the background size and image, and more. There are detailed instructions for each of these available by searching the help docs. We recommend reviewing the text and making it your own before moving on to the next step as well as customizing your offer.
5. Choose Your Triggers and Frequency: Next you will want to decide when your popup should launch. For an exit pop up, unselect show on timer and show after scrolling, and check exit intent. You'll also want to only show your campaign to each visitor once a week. That way you’re not overwhelming frequent visitors. Also note that once someone has signed up, they will not see the campaign again unless you have changed the validation rules in the form.
6. Customize your thank you page: Once someone has filled out your form they will be sent to your thank you page. To customize this page go to the “After signup” section and click on “Thank You Page Design.” Here you will be able to edit the text, add any new links or images you want to show, and more using the elements bar on the left. Note: In paid subscriptions you can also choose to automatically redirect a visitor to a new page or close the window instead of showing the thank you page.
7. Create a Discount Code: If you’re offering a discount in exchange for signing up, select “Behavior” and then “Coupon.” Here you can enter a manual code or create one that will sync directly with a Shopify store. In our Commerce and higher plans you can also create unique coupon codes. To name your code, do something that explains the discount and is easy to remember. For example, if you’re offering 30% off to new sign ups than create a master code called EXIT30.
8. Create an Autoresponder: An autoresponder is an email that goes out to new signups as soon as they fill out the form. This confirms that they have signed up and can include a link or coupon that you want to send them. Creating your autoresponder is simple. Just click the email section, then “Autoresponder” and start writing a short note. Once you are done, click “publish this email” at the top and save any changes. Not sure what to write? Here are some tips.
9. Hit Publish. Once you launch your campaign it will be live on your site! Yay!