Create a popup
- Open Growth Tool Kit. On the Popups card, click Create a popup.
- Click New popup.
- Choose a starting point: Collect contacts, Share news or Start from scratch.
- In the Design tab, edit the blocks, the texts and the style.
- Click Preview to try the popup. The preview saves nothing.
- Click Save.
Collect WhatsApp numbers and emails with a popup
In the popup editor, open the Design tab. Add fields from the Form blocks:- Email field collects an email address.
- WhatsApp field collects a WhatsApp number, with a country code.
- Field collects another contact attribute, for example First name or Birthday. To make a new attribute, click Add new attribute in the attribute list of the field.
Consent notice on popup fields
Each Email field and WhatsApp field of a popup shows a consent notice. You can edit the notice in the field settings, or show it as a Checkbox that the visitor must tick. Every subscription stores the exact consent text and its version, the channel, the page URL, the visitor language, the IP address and the browser details. You can hide the notice. If you hide it, you must inform your subscribers in another way.Show a discount code after a popup sign-up
Add a Discount code block to the Success screen of the popup. Visitors copy the code with one click. In the block settings, choose the Type:- Fixed: every visitor sees the same code. Create the code in Shopify first, then type it in Code.
- Unique: each visitor gets their own code. In Discount, pick a discount from Growth Tool Kit → Unique discount codes.
Announce a sale with a popup that collects nothing
A popup does not have to collect contacts. When you create the popup, choose Share news. Or delete all the Email and WhatsApp fields of an existing popup.- Click the popup button.
- In Destination, type the page to open, for example
/collections/sale. The page opens in the same tab and the popup closes. - To show no button, set Show button to Off.
Turn on double opt-in for a popup
With double opt-in, a sign-up becomes a subscriber only after the visitor clicks the link in a confirmation email.- Open the popup and go to the Lists & Sync tab.
- Turn on Require confirmation by email. The popup must have an Email field.
- Click Preview to see the confirmation email, or Edit email to change it. You cannot remove its confirm button.
- Save the popup.
Choose the pages where a popup shows
In the popup editor, open the Behavior tab. In When to show, set Pages:- All pages.
- Homepage only: only the main address of your store,
/. A homepage in another language, for example/fr, does not count. - Pages where the URL contains…: in URL contains, type part of the page path, for example
/collections/.
Show a popup only in some countries or languages
In the popup editor, open the Behavior tab and find Who sees it.- For Country, choose Only visitors in these countries or Everyone except visitors in these countries. Then pick the countries.
- For Language, choose the same kind of option and pick the languages.
Set the popup delay, format and teaser
In the popup editor, open the Behavior tab:- How it appears: choose a Popup in the center, a Flyout in a corner, or a Banner on the top or bottom edge.
- Delay before showing (seconds): the wait after the page opens. A new popup waits 3 seconds.
- Days before showing again: a visitor who closes the popup does not see it again for this number of days. A new popup uses 7 days.
- Collapse into a teaser when closed: the closed popup becomes a small tab on the screen edge. A click on the tab opens the popup again.
Change the design of a popup
In the popup editor, open the Design tab. The sidebar has two tabs: blocks and styles.- In blocks, add a heading, text, an image, fields, or a header image.
- In styles, set the Theme: the Palette and the Font.
- To change one block, click it on the popup. Its text and style settings open in the sidebar.
Translate a popup into the languages of your store
One popup works for all the languages of your store. A visitor sees the popup in the language of the store page. TextYess translates the texts automatically, into a maximum of 12 languages for each popup. TextYess never translates the consent notice. Write it for each language in the Languages tab of the popup editor. In the same tab, you can edit any translation or turn off a language. See Localize your popup.Where popup subscribers go
When a visitor submits a popup, TextYess:- Creates or updates the contact. A WhatsApp number gets WhatsApp marketing consent. An email gets email marketing consent.
- Adds the contact to the list in Lists & Sync → TextYess list. The default list is Contacts from form submission.
- Saves the other details, for example the first name, on the contact.
- Starts the automations with the Contact Entered List trigger for that list, also when the contact was already on the list. This works for lists made in TextYess or imported from a CSV file.
- Adds the contact to your Klaviyo list, or writes the marketing consent to the matching Shopify customer, if you turned this on in Lists & Sync.
Install a popup on your Shopify store
A popup shows on your store only when its status is Live and the TextYess app embed is on in your theme.- In the popup editor, open the Install tab.
- Click Open Shopify Theme Editor.
- In App embeds, turn on TextYess. Then click Save.
Publish, pause, archive or delete a popup
- To show the popup on your store, click Publish in the top bar of the popup editor. The status becomes Live.
- To hide a live popup, click Pause. You can also pause it from the … menu in the Popups list.
- You can archive or delete a popup only when it is not live. Pause it first.
- An archived popup moves to the Archived tab. Restore brings it back as a Draft.
- Duplicate makes a draft copy. The copy name ends with “(Copy)”.
See popup results
The Popups list shows these columns for each popup:- Views: the number of times the popup opened for a visitor.
- Submits: the number of sign-ups.
- Confirmed: the number of confirmed emails, when double opt-in is on.
- Opt-in rate: submits divided by views.
- List: the TextYess list that gets the subscribers.
Which popup shows when several popups are live
A visitor sees one popup at most on each page. When several popups are live, TextYess checks them from the most recently changed. It shows the first popup that matches the page and the visitor’s country and language. TextYess skips a popup that the visitor submitted. It also skips a popup that the visitor closed, for the number of days in Days before showing again.Why a popup does not show on your store
Make sure that:- The popup status is Live.
- The TextYess app embed is on in your Shopify theme, and you clicked Save.
- The page matches Pages, and the visitor matches Who sees it.
- The delay in Delay before showing (seconds) has passed.
- You did not close or submit the popup before in this browser. To do a test, use a private browser window.
- No other live popup shows first on that page.