# Welcome Popup

## What **is a Welcome Popup?**

A welcome popup sign-up form is the first interaction a visitor has with your website. It is a simple yet powerful tool to capture email addresses, helping you build your contact list while keeping customers engaged. By offering a small incentive, you can enhance the shopping experience and boost conversions. In your **Retainful dashboard** (under Audience), create a separate list for add-to-cart popup signups. This lets you send targeted campaigns to these contacts in the future. \
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Welcome popups are proven to increase conversion rates by providing a clear call-to-action, helping turn visitors into subscribers or customers.

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### Troubleshooting: Why Isn’t the Popup Showing?

Your signup form or popup may not display due to the following reasons:

1. **Already Subscribed**: Customers who have already signed up won’t see the popup again.
2. **Cookies or Identification**: Customers identified by email (e.g., during checkout or a previous signup) won’t see the popup.
3. **Logged-in Customers**: The popup is hidden for logged-in users.
4. **Frequency Settings**: If a frequency limit is set (e.g., once per visitor), the popup won’t appear after the limit is reached
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{% hint style="warning" %}
Note: If testing, open a **private or incognito browser window** to ensure accurate results. Ensure only one incognito window is active during testing.
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<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FRjK46yIfL1WIwUw8t86A%2Fimage.png?alt=media&#x26;token=6d0b2f8a-b74a-4335-81df-e18a42258c4a" alt=""><figcaption><p>Use Incognito Window </p></figcaption></figure>

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### WooCommerce Merchants: Enabling Signup Forms

To enable the Signup Form in WooCommerce:

* Go to your **WordPress dashboard** and navigate to **Retainful** > **Settings**.
* Set **Enable Signup Forms / Popups** to **Yes**.
* Click **Save**.
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<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FMFoZl3flG8VsNDPTQOO4%2Fimage.png?alt=media&#x26;token=0ae94d0b-54f3-4a3a-af08-c71de0463772" alt=""><figcaption><p>Enabling sign-up forms in Wordpress</p></figcaption></figure>

{% embed url="<https://youtu.be/bTWhk0Gfs4c?si=zWg41ZKDrSB7Rm6d>" %}
Creating a welcome popup for Woocommerce merchants
{% endembed %}

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### Instructions to Enable Signup Form in Shopify: <a href="#instructions-to-enable-signup-form-in-shopify-1" id="instructions-to-enable-signup-form-in-shopify-1"></a>

**Step 1:** Go to your **Theme Editor -> App Embeds and enable the "Retainful" widget.**

**Step 2:** Paste your store access token in the input box.

**Step 3:** Click the **"Save"** button. Ensure to save before you exit the theme editor.
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<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FhEfzAR2NOSAnu0GcXTPV%2Fimage.png?alt=media&#x26;token=b5c5747d-55cf-4a1f-a148-3da24a125438" alt="" width="563"><figcaption><p>Connecting your Shopify store to Retainf</p></figcaption></figure>

## How to Create a Welcome Sign-Up Form

1. Log in to your [Retainful dashboard](https://app.retainful.com/analytics/dashboard).
2. Navigate to **Sign-Up Forms** and click '**Create a Form'**.<br>

   <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcSv-TBBKFP4-hsQyBZxNpZ_Ay2sGUtgtMWijsgVmqiYDqerFkWdc4GsVsQl1syDjROOk4puxqxKYH11XjuXtlKFMltd818WQTNYttI1_K_Zz_TiwQo46VTPh8-AxDxD78M-ON3?key=4uhDh6FDsXJxh_3hNQawc1T3" alt=""><figcaption><p>Create a Form</p></figcaption></figure>
3. Enter a name for your form.
4. Select an Audience List.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdr4mevi2eDWLMkBbTc2pOglzrL8jzG-46qIt6Op2251f7WVIM5X0FmaahmVJlAe6xhE_8GysvsY8XRQrlSP7u35qwtQmC2_CBLk5UjovZ2LxiqYNeBfjNAlD5PGN2YBdcRp_FgrA?key=4uhDh6FDsXJxh_3hNQawc1T3" alt=""><figcaption><p>Creating a new list or choose the Existing Lists</p></figcaption></figure>

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**NOTE**\
If you don’t have an existing list, you can create one.
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<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FcG1u0pnVaLyXeNWVBFnO%2F2.png?alt=media&#x26;token=1af9111a-2950-41bd-bea1-900482bcbc57" alt=""><figcaption><p>Create a Form</p></figcaption></figure>

6. Choose the **Welcome Popup** as the type.

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FwekUKtOkiCtnDW05F2W7%2F5.png?alt=media&#x26;token=94ce4772-2d8c-4a74-b172-140d0f92cb89" alt="" width="563"><figcaption><p>Choose Welcome Popup</p></figcaption></figure>

### **Choosing Your Template:**

* **Template Selection**: Pick a pre-designed template or start from scratch.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdQ5gq1GYTOZ6NJmAMzCHZagLh2tmdD5uD-ajHjL2foBhXxhcNjdPUAhqa489hlj6Yn3CIxCZ7PWuXOlmP0ZimSiwnWFSS0uQ6KmZBpEujQuiANWN1z0B_ETA_ydSrwduhRhcTlMA?key=4uhDh6FDsXJxh_3hNQawc1T3" alt=""><figcaption><p>Choose the template </p></figcaption></figure>

## Customizing Your Signup Form Template

* Use the drag-and-drop editor to personalize the form.
* **Blocks**: Add text, images, and buttons.
* **Style Manager**: Adjust the layout and styles for a polished look.
* **Page Manager:** Edit different stages of the popup, including the Main Page, Thank You Page, and Teaser.

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FaO9fkoKFdQKjiask18Wd%2Fimage.png?alt=media&#x26;token=58bffea0-1e2e-4897-92d1-e2cd524b1644" alt=""><figcaption><p>Popup editor</p></figcaption></figure>

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To know more about the Popup editor - [click here](https://help.retainful.com/signup-forms/popup-editor)
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* When finished, click **Save Form** at the top right corner to save your changes.

## Settings for Your Signup Form

* **Devices**: Choose to display the popup on desktop, mobile, or both.
* **Teaser**: Enable a teaser message to prompt engagement.
* **Triggers**: Time-based trigger is auto-enabled for this form type. Additional triggers can be configured to expand engagement opportunities.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcdpbkakRqyGXjg8Aa5vNAAPYmvdQt_55BD6ljRDFIYv4bpHBsgjrX-Env79r4FZ5OUwYo-AyTfHkzNledSLx7cK8MM6KZwHp8tQzBl_PFeeypSNcNQW8YX5UIcOe30Wf4BfbneSA?key=4uhDh6FDsXJxh_3hNQawc1T3" alt=""><figcaption><p>Overview of Welcome Popup</p></figcaption></figure>

## Enabling the Signup Form

After customizing your settings and ensuring the form is ready, the final step is to enable the form and save your configurations.\
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Click the ‘**Save & Publish**’ button to set the sign-up form live.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf6-opEAx2-Z-wuL1MaTwVardiUU8o7HLwm4sPkDJQQBzyISq59G4LwaLYZcmDtL5AtJuOv6RdbMJjA3DrqazrzB0rEg94KQlAqIfJ9xhDtSwQhpAFjGkdd3rZzDAhNyOr27AMfgw?key=4uhDh6FDsXJxh_3hNQawc1T3" alt=""><figcaption><p>After changes save and publish</p></figcaption></figure>

## How the Welcome Popup Works:

1. When a new customer visits your website, the Welcome popup will be displayed\ <br>

   <figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2F1ir9B6LgmeS8nQbN0fDt%2FScreenshot%202024-11-25%20at%202.21.17%20PM.png?alt=media&#x26;token=1ad8d616-e96c-483d-a39a-a8d8ac1e8164" alt=""><figcaption><p>Welcome Popup</p></figcaption></figure>
2. Upon the customer's entry of their email address and the click on "**Subscribe**," a discount code is revealed in a popup.

<figure><img src="https://837552055-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MDdKRAW4KzC-CNNbvnH%2Fuploads%2FQem42fBPhSPoaHniffIw%2FScreenshot%202024-11-25%20at%202.22.30%20PM.png?alt=media&#x26;token=ffc9f88f-719d-494a-878b-066576f09522" alt=""><figcaption><p>Reward customers for entering their email address</p></figcaption></figure>

This exclusive offer encourages customers to complete their purchases, enhancing their shopping experience and increasing the likelihood of conversion.

### Conclusion:

Welcome popups are an effective way to engage new visitors, capture their details, and offer them incentives to complete purchases. By providing a personalized experience right from their first interaction, you can increase conversion rates and foster customer loyalty. Set up your welcome popup in Retainful today to make the most of every visitor to your website.

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**Need More Help?**&#x20;

We’re here to make things easier for you!

* Email Us: Reach out anytime at <support@retainful.com>.
* Schedule a Call: Still stuck or need a hands-on walkthrough? Book a quick session with our support team, and we’ll guide you step-by-step.

[**Schedule a call with us**](https://zcal.co/retainful/onboarding)**.**
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