APP STATUS

Pop-up forms

Encourage visitors to subscribe as soon as they arrive by adding a pop-up form to your site. Easily customize its appearance from your account, then generate a code snippet for quick installation. Some steps may require basic developer skills.

How to create a pop-up form

  1. Click Signup forms.
  2. Click Pop-up forms in the left menu.
  3. Click Create a pop-up form.
  4. On the ‘Create a pop-up form’ screen, select a list and click Continue.

If you select a list that already has a pop-up form, a banner will appear. Select a different list or click Edit to open the existing form. Each list can only have one pop-up form. If you edit an existing form, any saved changes will update its design.

Customize your pop-up form

Form

Under this tab, customize the sign up form displayed to potential subscribers. Note that this tab will need to be selected to access the Fields and Options sections, which we'll cover later in this document.

  • Pop-up options – Adjust the overlay opacity, the timing for when the pop-up is displayed, and the close button color.
  • Background – Set the pop-up’s background color.
  • Heading and logo – Customize the heading text or optionally upload a logo image.
  • Description – Add an optional description to your form and customize its font family, font size, and text color.
  • Label – Set the font family, font size, and text color for labels.
  • Button – Personalize your button by setting the text, font family, font size, background color, and text color.
  • Checkbox – For forms with multiple options (select many) custom fields, multiple list opt-ins, or permission options, customize the checkbox font family, font size, and text color.
  • Link – If your form includes policy links, you can adjust the font family, font size, and text color.

Fields

You can access this section while the 'Form' tab is selected.

If your subscriber list includes custom fields, they will appear below the default Name and Email fields. To add more custom fields, click Add new field.

Select the fields you want to include on your form, and check the Required box to make them mandatory. You can also reorder custom fields by using the drag handle on the left to move them up or down.

Options

You can access this section while the 'Form' tab is selected.

Opt in to multiple lists

You can add multiple lists to your signup page, allowing subscribers to opt into more than one list. If lists share custom fields with identical names and types, the data will automatically populate across all selected lists. 

To avoid confusion, ensure that all included lists use the same opt-in type—either all confirmed opt-in or all single opt-in. For confirmed opt-in lists, subscribers will receive a single confirmation email covering all selected lists.

Permissions and policies

You can display checkboxes for email and tracking permissions and customize their labels, allowing subscribers to opt into email communications and tracking. This lets potential subscribers explicitly choose whether they want to receive emails and allow tracking of email opens and clicks.

Additionally, you can include links to your privacy policy and cookie policy.

Language

Changing the language setting updates default field labels Name and Email, as well as error messages.

However, all other content must be updated manually:

  • Custom field labels – If the field names are in English, they will appear in English on your form. To edit custom fields, go to your subscriber list page and click Custom fields in the left sidebar.
  • Editable text – Any default text in editable fields, such as the heading, description, and labels for permissions and policies checkboxes or links, will not automatically update to your selected language. Be sure to manually update this text in the signup form builder to match your chosen language.
  • Verification email content – This applies to confirmed opt-in lists. The verification email sent to subscribers is in English by default. To edit this email, open your subscriber list page, click Settings in the left sidebar, then under Subscribe options, click Edit next to Confirmed opt-in email.

Mobile number and SMS consent

If you have enabled SMS campaigns, you can display the Mobile number field and an SMS marketing consent checkbox on your form. See Collecting mobile numbers to grow your SMS subscribers.

Success page

Under this tab, customize the message displayed to subscribers after form submission.

Save your pop-up form

Once you have finished customizing your form and are ready to add it to your site, follow the steps below. If you are simply updating an existing form, you will not need to update any code, simply click Save and then Yes, publish changes.

  1. Click View code
  2. In the dialog that appears, hover over the code then click Copy.
  3. Paste the code into your website's HTML just before the closing </head> tag.
    1. Depending on how your site is built, you may need to download a plugin to insert the code.
    2. Pro tip: Include <meta name="viewport" content="width=device-width, initial-scale=1.0"> under the </head> tag of your site’s HTML to ensure optimal mobile rendering.
  4. Click Save and publish to push changes live to your site once the code has been added.