Contact Forms Wizard: Pop-up/Exit pop-up

A pop-up is a window shown to website visitors. In the SALESmanago system, pop-ups are used as contact forms which help gather relevant contact details. A variation of a pop-up exists – an Exit pop-up appears after the contact wants to move to another page or close the current page. If the form is filled in, you can use the collected data to create personalized content according to provided criteria.

TIP: When you create a new pop-up, there will be a field where you can enter your Google Analytics ID to receive performance statistics for this pop-up on your Google Analytics account. To find your ID, sign in to your Analytics account, open the Admin tab, select an account from the dropdown in the Account column.  In the Property columnselect a property from the drop-down list and click Tracking Info → Tracking Code. 

To start, go to Wizards → Contact Forms → Pop-up/Exit pop-up.

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[A] New form

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[A1] select the type of Pop-up – select which type of pop-up you would like to create. Most of the process looks the same in both cases with only final settings being slightly different.

  • Standard Pop-up,
  • Exit Pop-up.

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[A2] Form Name – enter the form name, for easy identification in the system.

[A3] Select the main owner of new leads – choose the owner of contacts generated by this pop-up.

[A4] Create contact form in the wizard – you can use the Drag&Drop creator to design your Pop-up/Exit pop-up. Learn more here>>.

[A5] Create contact form on HTML editor – alternatively, you can use HTML creator. Learn more here>>.


[B] Creator/HTML

After choosing one of the editors, you will be redirected to this tab.

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[B1] Language – you can change the language of example templates. Five languages are available: Polish, English, German, Russian, Spanish.

[B2] Create new form – after clicking this field you will be redirected to the chosen editor.

[B3] Example templates – if you do not want to create a form from scratch, you can choose one of the available templates.

After creating a form or choosing a template click Next.


[C] Thank you page

After filling in the form,  a contact will be redirected to a page with a thank you note. You can design such a notification yourself, use a template or set a redirection to another website.

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[C1] Language – It is possible to change the language of the exemplary templates. Available are: Polish, English, German, Russian, Spanish.

[C2] Create new Thank you page – after choosing this option you will be redirected to HTML editor.

[C3] Redirect to another page – you can also set that the person who filled in the form will be redirected to another website.

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[C3a] Please select an existing Landing Page – a contact can be redirected from a Thank you page to a Landing Page. Open the sidebar to choose which one.

[C3b] Please enter a different URL – If you want to set the redirection to a different website, enter its URL address here.

After setting the redirection press Next.


[D] Preview

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Here you can see the preview of the pop-up. The preview allows you to see if the form works and looks as it should. Fill in the form and click the confirmation button to conduct a test.

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[D1] Show example website on preview – allows you to see exactly how the pop-up will be displayed in a web browser.

[D2] Pop-up location properties – you can adjust the location of the pop-up manually, by specifying the following values:

  • height,
  • width,
  • space from the top of the screen,
  • space from the left of the screen.

You can set the pop-up to scroll with the page. You can also choose if you want the pop-up to be centered.

[D3] Background properties – here you can set the pop-up background color.

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Clicking the icon to adjust color:

  • background color,
  • border color.

It is also possible to adjust background transparency, that way you can set the visibility of the page after the pop-up appears. This option is useful when you want to focus the attention on the pop-up.

[D4] Closing image properties – you can set the closing pop-up image.

  • Close image’s URL – if you want to choose different image than the default one, enter its URL address.
  • Image height – you can manually adjust picture height.
  • Image width – you can manually adjust picture width.
  • Image vertical position (pixels) – you can enter the closing pop-up image anywhere on the form. Here you can set its vertical position.
  • Image horizontal position (pixels) – here you can set its horizontal position.

Then click Next.

[E] Confirmation email

After filling in the form, contacts will receive an email with confirmation. Setting such an email is necessary.

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[E1] Confirmation email subject – enter the subject of the confirmation email.

[E2] Email account – choose the email account from which an email is going to be sent.

[E3] Add new email account – from this place It is possible to create a new email account. Learn more here>>.

[E4] Additional settings of confirmation email – if a contact has already been in the database and filled in the form, you can choose the option Do not send a message if the contact already exists in the database.

After setting a confirmation email account, press Next.

A window will appear letting you choose an editor.

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[E5] Languages – you can change the language of the templates.

[E6] Create a new confirmation email in the Drag&Drop creator – after clicking this icon you will be redirected to the Drag&Drop creator. Learn more here>>.

[E7] Create a new confirmation email in the HTML editor – after clicking this icon you will be redirected to the HTML editor. Learn more here>>.

Important: Don’t forget to include an opt-in link in the confirmation email. To enter an opt-in link in HTML editor, you need to type $opt-in$ or use the opt-in placeholder. In Drag&Drop creator just drag and drop the Opt-in link widget.

After creating the confirmation email press Next.


[F] Options

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[F1] Add the tag to the contact who filled in the form – If the contact filled in the form, then automatically the tag is going to be assigned to them. Enter the name of the tag you would like to assign to the contact after filling in the form.

[F2] Add the tag to the contact who confirmed the subscription – If the contact confirmed the subscription in the form, then automatically the tag is going to be assigned to him. Enter the name of the tag you would like to assign to the contact after confirming the subscription.

This setting is optional.

Important: we recommend entering tags that will define the place of obtaining contacts. It is useful for example while generating Lead Generation Analytics where it is required to choose the source of obtaining contacts.

[F3] Advanced Settings – after clicking the “+” sign the option Inform the contact owner of submitted form will appear. It is an additional option.

Then click Next.


[G] Final settings

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[G1] Placement – choose which pages you want the pop-up to be displayed on by entering its URL. You can also enter URL patterns or regular expressions, Learn how to do it from this article >>

  • Enter the URL where pop-up will be active – enter the address of the page on which you want the pop-up to be enabled.
  • Enter the URL where pop-up will be disabled – enter the address of the page on which you want the pop-up to be disabled. You can enter more than one address, separating them with commas.

[G2] Target group – define to whom the pop-up/exit pop-up should be visible.

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  • all contacts,
  • anonymous contacts (contacts that are not monitored),
  • identified contacts (monitored contacts).

[G3] Time of display – set the delay between the moment a visitor enters your website and the pop-up being displayed.

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[G3a] Pop-up appearance interval – set the time after which the pop-up appears.

  • the number of visits(>3) – visits are counted once in 3 hours. If a contact enters the website more than one time in 3 hours, it still would be counted as one visit. Specify how many times a contact has to visit the page for the pop-up to appear.
  • the number of views –  every reloading, refreshing, and new contact visit. Specify how many times a contact has to view the page so a pop-up/exit pop-up will appear.

[G3b] Show pop-up with a time delay – it is possible to set after what time from contact entering the website pop-up/exit pop-up will display.

[G3c] Set the frequency of views – it is possible to set pop-up/exit pop-up displaying frequency depending on the number of visits or views.

  • always – for everyone, no matter If they viewed or visited the website.
  • for more than, and less than, visits(<3), views – enter the highest and the lowest number of contacts visiting and refreshing the website.

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At the beginning you have chosen Exit pop-up, at this point will appear only two options:

  • Pop-up appearance interval.
  • Set the frequency of views.

The Exit pop-up can not be displayed with a delay (as a standard pop-up) because It only opens when contact wants to leave the website.

[G4] Active – in the end, turn the pop-up/exit from OFF to ON. You can deactivate pop-up/exit pop-up anytime you want.

Important: In the main panel of contact form wizard, in the groups of forms, after choosing pop-up/exit pop-up, the code will display. Copy and paste the code on your website (above the monitoring code). More about entering the code find here>>.

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