The welcome pop-up is an effective opt-In tool that triggers when a customer visits your website for the first time. You can use this pop-up to offer customers a discount and acquire opt-ins for your bot.

Pop-ups are a great source of opt-ins, and it's usually worth including at least one of Octane AI's pop-up tools on your website. 

Another pop-up opt-in tool is the exit intent pop-up which triggers when a customer tries to leave your website instead. Offering your discount here can have the advantage of reducing churn on your webstore.

Setting up the welcome pop-up

To start editing your welcome pop-up, first navigate to the welcome pop-up webpage. This can be found under "Opt-in Tools" in your dashboard menu. 

This will bring you to the welcome pop-up landing page which shows key analytics for the welcome pop-up feature, and where you can also edit your pop-up.

You'll have three graphs for key welcome pop-up stats:

  1. Conversions: how many opt-ins have been acquired.
  2. Views: how many people have seen this pop-up.
  3. Revenue: how many people have ordered after opting in.

Tip: any revenue made today is only shown under the "Today so far" option, since the day hasn't completed yet!

Customizing the welcome pop-up 

Below the welcome pop-up analytics, the pop-up's edit page can be accessed. You'll also be able to use this small toolbar to quickly turn the pop-up on or off. 

This will bring you to the welcome pop-up edit page, where you can completely customize the contents of your pop-up, the discount message and the pop-up's image.

The edit page is split into three sections:

  1. Discount Message: This is the message that will display in Messenger if the customer chooses to receive the code in Messenger.
  2. Design: Here's where you'll be able to work on the visual components of your pop-up.
  3. Placement: Decide what devices, and which pages the pop-up will appear on! 

Discount Message

Note: you'll have to create the discount code in Shopify for it to work.

The discount message is a message that your bot will send to the customer if they choose to have the discount code sent to Messenger upon subscribing.

You can have the discount message link to specific pages on your website, add content like video and images, or just have it offer the code.  


Once you've set your discount message, you'll be able to really make the pop-up your own in the Design section. 

Tip: tick this checkbox to make sure the font in your pop-up matches your website:

In the pop-up Preview, you'll be able to see changes to the pop-up in real time. More importantly, you can edit the text simply by clicking on the ✎ icon and typing in the message you would like instead!

The pop-up's image, colors and the alignment of some visual elements can be customized underneath the pop-up preview.


Finally, you'll get to choose which devices and webpages the welcome pop-up will show up on.  

Here are some examples of how detailed you can get with Placement:

  • The amount of seconds before the pop-up appears.
  • Setting the pop-up to only appear on pages with certain key words. 
  • Deciding which exact pages the pop-up will be on.  

Once everything is set up and ready to go live, save your changes and turn on the pop-up here:

When should I use the welcome pop-up? 

It's a super effective way to get your customers to opt into marketing through your store. This feature is especially important if you're not using the add to cart checkbox. Learn more here.

What if I'm already using another pop-up provider like Justuno or Privy?

We do have integrations for Justuno and Privy pop-ups. You can definitely use your existing pop-ups built with those platforms and extend them instead.

Can I test different variations of the welcome pop-up?

Absolutely! We offer A/B testing for most of our opt-in tools. This lets you test different variations of opt-in tool settings to estimate the best methods for each tool. 

Note: A/B testing is only available for Pro and Enterprise users. Check out how to upgrade here. 

Why does my welcome pop-up page look different? 

If you had a welcome pop-up active before our update, you'll have to manually switch your pop-up to the new interface.

In the Design section, you'll see a checkbox called "Use legacy layout".

Once that's unchecked, you'll have access to all of the new welcome pop-up features!

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