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How to launch popups & sticky bar campaigns
How to launch popups & sticky bar campaigns

Choosing a campaign template, adjusting trigger settings and setting targeting conditions

Jonathan Denney avatar
Written by Jonathan Denney
Updated over a week ago

With ConvertFlow, you can launch popup campaigns on your main website, to the right visitors, at the right time.

Overlay popups

Targeted campaign that displays a large, centered popup. Great for commanding visitor attention when you need it.

Hook popups

Targeted campaign that displays a smaller, left or right aligned popup. More subtle than overlay popups, when you want to be less intrusive.

Sticky bars

Targeted campaign that displays a banner of content at the top or bottom of the window. Great for promoting announcements and information.

Create a campaign

When creating a new campaign in ConvertFlow, choose to see templates for one of the popup formats.

You'll then see lots of templates to choose from. Now, choose the template that's closest to your desired campaign.

Preview it and then create a campaign using that template, or create from scratch.

Once you've created your campaign, you'll be taken to the funnel builder.

Here you can quickly customize the template and preview your changes, before launching it.

Set the campaign trigger

In the "Settings" tab of the builder panel, scroll down to find the popup trigger settings.

Here you can choose the trigger type you want to use. Trigger types include:


Want your campaign to appear when the visitor moves their mouse to exit the page?

This trigger type will detect their mouse movement to determine when to trigger the campaign.

On mobile devices, exit intent campaigns will trigger when the visitor clicks the back button in their browser.

Scroll point

This trigger type lets you display your campaign when the visitor has scrolled to a certain percentage of the page.

For example, you may want to trigger the campaign 50% through a blog post.

Timed delay

You can have your campaign trigger X number of seconds after the page loads using this trigger type.

Upon click only

Need your campaign to trigger only when a button is clicked?

Using this trigger option, your campaign can preload on the page and then trigger when a button is clicked.

You can use either a ConvertFlow button linked to your campaign or apply the given custom trigger class to any HTML content on your page that you'd like to trigger the campaign upon clicking.

On-site message

Want to preface a larger campaign with a small on-site message from a team member?

Using this trigger type, you can have a small popup message appear in the corner of the screen, that when clicked will trigger the campaign.

Two-tap floating button

Display a floating button from the corner of your website, that when clicked triggers the full campaign.

Add to cart

Trigger your campaign after an item is added to the cart.

This will detect adds to cart from your Shopify store, as well as any products added to cart by ConvertFlow product elements.

Upon close

With every trigger type except "upon click only", you can adjust the trigger suppression setting.

If you set trigger suppression to always show the popup, it will trigger the campaign after the visitor has closed it out.

If you set it to hide for a number of days after closing, it will be suppressed until the given time has passed.

Pro tip: The two-tap floating button can be set to trigger after a popup campaign is closed, so visitors can access your offer after they already closed it out.

Style the theme

Use the theme settings to customize the theme styles for the popup container size, close icon, headlines, buttons, etc.

Edit the content

Click any element, or use the layer manager, to edit content.

For text elements, you'll find a text editor in the builder panel. Or, you can double-click text elements to edit content within the builder canvas.

Then, use the design tab to fine-tune each element's design.

Configure conversion elements

Conversion elements are buttons, forms, quizzes, and product elements.

Customize content

For each conversion element, you'll want to customize their content:

Configure actions

Each conversion element has a default action you'll need to configure.

Click to the Actions tab to set the default action.

Buttons, forms, quizzes, and surveys can be configured to jump to another funnel step, redirect to a URL, redirect to cart, display a popup campaign, etc.

Here you can also add automations to run in the background, such as adding contacts to a list in your email providers.

From the Actions tab, you can also add conditional actions to your conversion elements.

Use these to define scenarios using conditions, where a different confirmation action is displayed and additional automations trigger, such as jumping to a different funnel step and applying an additional CRM tag based on a quiz answer combination.

Customize product recommendations

Many templates will use product elements to showcase products.

Configure product filters

Select product elements, and you'll be able to configure the products to showcase in the settings to the left.

Choose a products source (example: Shopify), then which products to display.

Product feed elements will have settings to configure a products filter, such as products in a certain collection.

Product hero elements have 1 product that shows, so you can select it from the dropdown.

Each type of product element allows for adding conditional product recommendations, which let you use conditions to showcase the right products, based on conditions such as quiz answers, products in the cart, etc.

Set product button actions

From the Actions tab, you can configure the first button text and the click action, to either redirect to the selected product or add to cart.

If adding the product to cart, you can optionally configure the 2nd button text and what happens upon the 2nd button click, such as whether this 2nd click redirects shoppers to their cart, checkout, another funnel step, a URL, etc.

Previewing your changes

Once you're done customizing the template, click to preview the landing page campaign.

You'll then be able to preview and test out your landing page in a safe test environment.

Testing your landing page campaign doesn't count towards campaign stats, and it doesn't trigger automations in your integrations.

Launch your campaign

Next, click "Launch" to control which pages and visitor segments you want to target your campaign to.

To launch your campaign as a standalone, add any targeting conditions needed to control which visitors should see this campaign, and then toggle the checkbox to activate the campaign.

Once you've done this, the campaign will begin displaying on your website.

Confirming your campaign is displaying

With the ConvertFlow site-wide code installed on your website, and your campaign launched, head to a page of your website where it should show.

Your popup will trigger depending on the trigger settings you've set in the builder.

If your campaign isn't showing, click the blue ConvertFlow icon at the bottom left of your website to toggle the admin widget.

This helps you see which campaigns are targeting and why, or why not, by seeing which conditions are met.

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