Looking for a chat widget instead? See the WhatsApp Bubble or Onsite Widget installation guides.
- Email and/or WhatsApp number (at least one is required)
- Any other contact attribute — first name, birthday, country, or a custom field you define
- Consent, and it can start a flow when a visitor subscribes — with an optional double opt-in confirmation email
Before you start: your Shopify store must be connected to TextYess. The popup reads your organization automatically from that connection — you never have to paste an ID. Popups are available for Shopify stores.
1
Design your popup
Open the Growth tool kit section of the menu and go to Popups. Create a new popup (or open an existing one) and use the editor to:
- Add fields from the Form section — the two anchors (Email / WhatsApp) plus any contact attribute via Add field. You can also create a brand-new custom field inline.
- Style the popup (theme, colors, fonts, image) and edit each field’s label, placeholder, and required state.
- Set the display rules under Behavior: how long to wait before showing it, which pages it appears on, and how long to wait before showing it again after a dismissal.
2
Publish the popup
A popup only appears on your store once it’s Live. Click the status toggle in the top bar to publish it.
A live popup must collect at least an Email or a WhatsApp field. If neither is present, publishing is blocked.
3
Enable the TextYess app embed
From the popup’s Install panel, click Open Shopify Theme Editor. This takes you straight to your theme’s App embeds drawer with the TextYess block ready.Toggle TextYess on, then click Save.
No code required — the app embed loads TextYess for your connected store automatically.
4
Preview your store
Visit your storefront to confirm the popup appears. Remember it respects the display rules you configured — it shows after the configured delay, only on the targeted pages, and stays hidden during the dismissal cooldown.
You’re live! 🥳 New subscribers and their collected fields now flow into your contacts.
Double opt-in
By default a visitor joins your list as soon as they submit the popup. Turn on double opt-in when you want a confirmed, reachable email address first.- Open the popup, go to Lists & sync, and switch on Require confirmation by email. The popup needs an Email field.
- TextYess prepares the confirmation email from your brand: your logo, your colours, a greeting with the visitor’s first name, and the confirm button. Click Preview to see it, or Edit email to change the copy and the style. The confirm button is marked Required — you can move and restyle it, but not remove it.
- Save the popup. Publish it if it is not live yet.
- The visitor sees your success screen, then receives the confirmation email. When you switch it on, the default success copy becomes “Check your inbox”.
- The contact, the consent, the list entry, and any automation on Contact entered list exist only after the click. Shopify and Klaviyo sync after the click too, and Shopify records the consent as confirmed opt-in.
- Sign-ups that have not clicked yet appear at the top of Contacts under pending confirmation, with a Resend button. They leave that list when they confirm or when the link expires.
- The Popups list shows a Confirmed column next to Submits.
- Each confirmation email uses one email credit. If the credit balance is empty, or email sending is not set up, the popup falls back to a normal subscription so you do not lose the lead.
- A link stays valid for 7 days. A second submission of the same address within an hour does not send a second email.
Advanced: manual embed
If you can’t use the app embed (for example, on a heavily customized theme), you can add the popup with a script tag instead. Paste the following right before the</body> tag in your theme.liquid, replacing YOUR_ORG_ID with your TextYess organization ID:
organization_id alone, the widget shows your currently live popup. To target one specific popup, add its ID:
Troubleshooting
The popup isn't showing on my store
The popup isn't showing on my store
- Confirm the popup’s status is Live (top bar of the editor).
- Confirm the TextYess app embed is toggled on and you clicked Save in the theme editor.
- Check the display rules: it only appears after the delay, on the targeted pages, and not during the dismissal cooldown. Try an incognito window to bypass a previous dismissal.
- Make sure the store you’re viewing is the one connected to TextYess.
It shows the wrong content or a different account's popup
It shows the wrong content or a different account's popup
This usually means the store is linked to a different TextYess organization. Reconnect the Shopify integration from TextYess, or contact support so we can re-point the store to the correct account.