In Octane AI, there are two types of pop-ups you can create, with 3 different kinds of triggers.
Pop-ups are a super versatile tool that can be used to capture website visitors before they leave, or entice purchases with a compact product recommendation quiz. Use the links below or read on to learn how you can leverage pop-ups with your store.
💡 What you'll learn
What kinds of pop-ups you can make in Octane AI, and how.
Pop-up types (quiz vs. opt-in)
Octane AI offers two kinds of pop-ups.
Quiz: create a quiz in Octane AI then display it through a pop-up.
Opt-in: collect email or SMS opt-ins in exchange for a discount code, or lead customers to a custom URL.
Pop-ups can still recommend products and generate revenue with short quizzes.
Quiz pop-ups can take any quiz you've made in Octane AI and display it with pop-up trigger and formatting settings instead. Quizzes can also gather opt-ins as well through opt-in pages placed inside of the quiz.
Opt-in quizzes differ in that they can offer discount codes automatically after an opt-in is collected. However, unless a customer has taken a quiz on your website, quiz data will not be included in an opt-in pop-up.
An example of an opt-in pop-up
Any customer information gathered through either pop-up will be sent to Octane AI's integrations. To view the pop-ups you've created, you can visit the Pop-ups page.
Pop-up triggers
The type of pop-ups you can use with Octane AI are:
Trigger | When it happens | Compatible pop-up types |
When someone lands on a page. | Quiz pop-up Opt-in pop-up | |
When someone tries to leave the website or page. | Quiz pop-up Opt-in pop-up | |
When the add to cart button is pressed outside of a quiz. | Opt-in pop-up |
Each trigger comes with a variety of ways to customize when your pop-up appears.
This includes the ability to customize:
The amount of time to show up
Devices
When the pop-up stops showing to a customer
Conditions based on purchase behavior
The amount of time to show up can only be customized for welcome pop-ups. Exit intent pop-ups will show when the customer's mouse leaves their browser window, or when the back button is pressed on mobile.
Best Practices
Try creating a 1-question quiz + an opt-in to collect opt-ins with customer preference data
A single question quiz is enough information to make general recommendations and can do a lot to help customers build confidence in certain products.
Conversational pop-ups are also a great way to give customers value in exchange for their opt-in, not only being able to offer a discount but also making the shopping experience easier.
Check out a in-depth + video guide here:
Use Placement settings to create different pop-ups for mobile and desktop
Pop-up placement settings let you target mobile or desktop devices separately. Some images or quizzes may work better on one display over another - creating different quizzes for each lets you optimize for just one display only.
