Draw visitor's attention to featured content on your store and capture contact information, promote offers, and drive sales via popups, a.k.a. overlays.

1. Go to Campaigns → Popups to start setting up your popup.

2. You will be taken to an area where you can see all of your existing popups. 

Click "Create New Popup" to continue or click "Edit" to start the automation process with an existing popup. 

Note: You can see the Status of your popups (Published, Not Published), its number of Impressions, CTA Clicks and Conversion Rate, as well as perform such actions as Edit, Preview, Copy code, Duplicate, Copy to User (for Agency accounts), and Delete.

3. In the Appearance section, you have to select the popup type, movement and end position, animation effect and background dimming.

The popup template type can be:

  • Regular
  • Fullscreen
  • Welcome Mat
  • Sticky Bar
  • In-Content

Select the start and end position of the popup on your page and preview what it will look like on mobile devices and desktops. 

Select an animation effect for your popup (how it will roll out on a page) out of the available options, depending on the popup type you choose.

Choose whether you want to dim the background when the popup appears.

Click "Next" to continue.

4. Next, you need to either select a ready-made popup template to use (select a category or scroll down to view all options) or hit "Blank Template" and create a new one in the Drag and Drop Builder.

In this case, click "Blank Template" and create your popup. Once your popup is ready, click "Next".

Related article: Creating a popup in the Drag and Drop Builder

5. In the Management step, you can choose where to integrate your popup's form fields to.

Select an integration to attach to your popup form together with an action and additional options that will be performed.

Review the form field details and properties and select an integration you want to use for a specific form field.

Click "Next" to continue.

Tip: You can add more than one integration by clicking "Add New Integration".

Assign different form fields to different integrations by selecting the integration that you want to use for a specific form field and deselecting the one that you don't want to use.

6. In the Behavior section, you can specify the behavioral triggers of your popup.

Select one or multiple triggers that will roll out your popup, such as:

  • Auto Entrance/Entrance (a user visits your page)
  • Exit Intent (a visitor expresses intent to leave you page)
  • In View (a certain percentage of a page is in view of the visitor)
  • Inactive (a visitor is inactive for a certain period of time)
  • On Click (a visitor clicks a link)
  • Scroll (a visitor scrolls down a page by a certain percentage)

7. You can also make use of eCommerce Conditions to roll out your popups on your Shopify store.

Select on or multiple conditions that will display the popup, such as:

  • Cart value (the value of the shopping cart is between, greater than, less than or equals to a fixed amount)
  • Product added to cart (a specific product or a product from a specific collection is added to the cart)
  • Number of items in cart (the number of products in the cart is between, greater than, less than or equals to a fixed quantity)
  • Number of items left in stock (the quantity of a specific product is between, greater than, less than or equals to a fixed quantity)

8. You can further customize your popup targeting options by configuring advanced filters.

In the first field, you can choose to either Show or Don't Show your popup. 

In the second and third fields, you can decide when to Show or Don't Show your popup.

Your options are:

  • When Page URL
  • On Device
  • When Cookie
  • When Query Param
  • When User Agent
  • When URL Hash
  • When Referrer URL
  • When Visitor Location
  • In Browser


  • Contains
  • Equals
  • Type
  • Exists

Tip: You have to use a combination of the second and third fields to specify your targeting filter.

For example, you can Show your popup When Page URL Equals and then enter the URL address of the page where you want your popup to appear.

You can have more than one targeting filter, but you need to be careful when using the "And" & "Or" option.

"And" indicates that both of your targeting filters will work at the same time. "Or" indicates that only one of the targeting filters will be executed when the trigger is fired.

9. In addition, you can specify the Scheduling options of your popup.

Under Frequency, specify how often people will see your popup.

Under Auto Close, specify how much time has to go by before the popup closes automatically.

Click "Next" to continue.

10. See what your popup will look like across different devices in the Preview section.

Click "Next" to continue.

11. Now your popup is ready to be published.

All you have to do is name your popup and click "Publish" once you're done.

Tips: Later on, you will be able to find this popup in "My Templates".

Do not forget to analyze the results it brings and make your popup a part of a marketing funnel.