Email Popup installation

• 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

Discount code on the success screen

• Fixed: every visitor sees the same code. Create the code in Shopify first. Then type it in the block.
• Unique: each visitor gets a different code from one of your discounts in Growth Tool Kit → Unique discount codes. This type is for Shopify stores.

• The code belongs to the email and the WhatsApp number that the visitor submits. If the visitor submits the popup again while the code is valid, the popup shows the same code.
• If the discount expires a number of days after TextYess sends the code, the countdown starts when the visitor submits the popup.
• A welcome automation that sends a code from the same discount sends this code, not a new one.
• If the visitor already used the code in an order, a new submission shows no code.
• If the discount has no codes left, the success screen shows the fallback code of the discount, or no code.
• You can publish the popup only when its discount is active. If you pause the discount later, the popup shows no code.

Double opt-in

1. Open the popup, go to Lists & Sync, and switch on Require confirmation by email. The popup needs an Email field.
2. 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.
3. 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 → All Contacts, under sign-ups 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.

Hide the popup from customers who already subscribed

1. Open the popup and go to the Behavior tab.
2. In Who sees it, turn on Hide from logged-in customers who already subscribed. The switch shows only on a popup with an Email or WhatsApp field.
3. If the card shows Approve in Shopify, click it. Shopify asks you to approve one more TextYess permission, the app proxy. Approve it. You do this one time for your store.
4. Save the popup.

Limits of the subscribed-customer switch

• The switch works only for customers who are logged in to their account on your store. Visitors who are not logged in see the popup as before.
• If your store uses legacy customer accounts (also called classic accounts), the switch works only when Shopify verified the email of the customer. Shopify does not verify the email of a customer who creates an account on your store. New customer accounts prove the email of the customer at login, so the switch works for every logged-in customer. To see your version, open Settings → Customer accounts in Shopify.
• A contact with the note Subscribed, but sends are currently suppressed still sees the popup.
• For a logged-in customer, the teaser, or a popup with no delay, can show up to 3 seconds later than usual while TextYess checks the subscription. If the check fails or takes longer, the popup shows as usual.
• Keep the default app proxy URL of TextYess, /apps/textyess. If you change it in Shopify, the switch stops working and every customer sees the popup.

Advanced: manual embed

<script
  type="module"
  src="https://cdn.textyess.com/v2/textyess-widget-components/textyess-widget-components.esm.js"
  defer
></script>
<textyess-popup
  organization_id="YOUR_ORG_ID"
  customer_logged_in="{% if customer %}true{% else %}false{% endif %}"
></textyess-popup>

<textyess-popup
  organization_id="YOUR_ORG_ID"
  popup_id="YOUR_POPUP_ID"
  customer_logged_in="{% if customer %}true{% else %}false{% endif %}"
></textyess-popup>

When the popup does not reach your store

• The app embed is off. The warning gives the name of your published theme. The status of each live popup changes to Live · not showing. This often happens after you publish a copy of a theme. A copy that you made before you installed TextYess does not have the app embed.
• The views of a live popup dropped. TextYess compares the views of the last 6 hours with the same hours on each of the 7 days before. If the popup gets one tenth of its usual views or less, its status changes to Live · views dropped. TextYess does this only for popups that usually get about 20 views a day or more.

1. On the warning, click Turn it on in Shopify. The theme editor opens on the App embeds drawer of your published theme.
2. Turn on TextYess, then click Save.
3. Go back to the Popups page and click Check again.

Troubleshooting