Pop-ups: Setup and Management Guide – SHOPLINE Help Center

Once you've created a pop-up in the SHOPLINE admin panel, your customers will see it when they enter your store or a selected page.

Pop-ups can be used for various purposes such as collecting subscription information, promoting special campaigns, creating a festive vibe, offering free shipping, and retaining customers. You can customize the form to match your brand style and enhance conversion rates at every step of the shopping experience, while also capturing potential customer information and boosting sales for your store.

Tips for Using Pop-ups

Please check out the following tips before you create a pop-up:

Pop-ups can be used to gather customer information (such as email, phone number, and birthday) or issue coupon codes.
Each store can have multiple active pop-ups. If you have set up multiple pop-ups to be active simultaneously, they will appear in reverse chronological order based on the last update. The pop-up you saved last will be displayed first.
The coupon code copy button within the pop-up only allows customers to copy the code; it does not automatically apply the code.
You can view all the pop-ups you have configured in the pop-up list. The names you assign to the pop-ups are only visible in the list, but not in your store. Your customers will not see these names.
In the pop-up list, you can perform batch operations on the pop-ups, such as enabling, pausing, or deleting them. If the selected pop-up has not yet reached its starting time or has already expired, you will not be able to enable or pause it.

Pop-up Templates

To cater to your different business scenarios, pop-up promotion offers eight pop-up types for you:

Note: Only the templates listed below are currently supported by the Pop-up app. For other use cases, such as age verification or customer service pop-ups, search for additional solutions in the SHOPLINE App Store.

Subscription pop-up
Coupon pop-up
Festival pop-up
Customer retention pop-up
Lucky wheel pop-up
Free shipping pop-up
Product recommendation pop-up
Promotion pop-up

Each type of pop-up includes multiple templates with diverse styles.

Your customers can see the active pop-ups you have set within your store.

Creating Pop-ups

Steps:

Go to Pop-up App or download the App here.
Hover your mouse over the Subscription pop-up style on the pop-up list page and click on Create.

If there are multiple templates available for the pop-up campaign type, choose the template you prefer and click on Confirm.
Enter the name of the pop-up.
Configure the pop-up campaign according to your preferred settings.
Click Add to create a pop-up.

Different pop-up templates have different configuration modules. By configuring these modules, your customers can fill in personal information, obtain coupon codes, or minimize the pop-up into a floating card. Additionally, your pop-ups will be effective at different times, targeted toward different customers, and displayed on different pages at various time intervals.

The following subsection will explain the configurations and features of specific modules:

Floating Card

Pop-ups that include this configuration module: Subscription pop-up (most templates), Coupon pop-up (some templates), Festival pop-up (all templates), Customer retention pop-up (all templates), and Free shipping pop-up (all templates).

Configuration Steps:

Select the display time of the floating card.
Enter a title: This text will appear on the floating card.
Choose the position for the floating card.

You can choose to display the floating card on either mobile devices or the desktop.
Click on the square to select how the floating card is displayed: rotate and align with the page's edge, or normal horizontal display.
After choosing the position for the floating card, you can adjust the distance from the bottom or the side to avoid overlapping with other components.

Note: If you select Before pop-up as the timing for displaying the floating card, please be aware that it will appear just before the pop-up is pushed.

For example, if you configure the Push settings > Timing as After a certain time > Push after 5 seconds, and set the timing for displaying the floating card as Before pop-up, the teaser will be displayed on the page five seconds after your customers enter it. They need to click on the card to show the pop-up.

Information Collection

The pop-ups that have this configuration feature include Subscription pop-up (all templates) and Customer retention pop-up (all templates).

You can click the + Add form fields button in the Contents before submission section to select the customer information you want to collect.

To ensure that your customers experience the intended pop-up effect, we suggest limiting the collection of information to a maximum of 3-5 fields per pop-up:

Common Information

- SHOPLINE has prepared five commonly used pieces of information for you, including email, telephone No., last name, first name, and birthday.
- After selecting the customer information you want to collect, you can inform customers about the data being collected by filling in a guide text.
- You can also make certain information required for customers. If selected, customers must fill in the information before submitting the pop-up.

Customized Information
- If the common information doesn't meet your needs, you can click the + Add form fields button and click Add new field at the bottom to customize the information you want to collect.
- You must determine how you will present the information you wish to collect to your customers:

New Field Type	Customer View in Pop-up	Information Can Be Collected
Single-line of text	A text input box	Customers' answers are textual and may vary greatly. For example, occupation.
Multiline text	A large text input box	Customers' answers are longer texts and may vary greatly. For example, feedback or suggestions.
Drop down list	A drop-down selection box	Most customer answers will be limited to a few fixed options, as allowing custom inputs might be too cumbersome. For example, refund reason. The answer options may include "I don't want it anymore", "I entered an incorrect address", and "Temporarily out of stock by the seller". The number of answer options recommended is between two and six.
Single choice	With multiple options, customers can only choose one.	It requires customers to make a unique choice. For example, how likely are you to recommend SHOPLINE to your friends? The answer options may include 1 point, 2 points, 3 points, 4 points, or 5 points. The number of answer options recommended is six or more.
Multiple options	With multiple options, customers need to select at least one.	It allows customers to make non-unique choices, selecting multiple options. For example, what are your favorite products? The answer options may include short sleeves, shirts, hoodies, coats, jeans, skirts, and dresses. The number of answer options recommended is six or more.
Date	Three input boxes for year, month, and date.	Customers' answers are dates. For example, birthday.
Number	A text input box	Customers' answers are numbers. For example, contact information.

Coupon Code Setting

Pop-ups that include this configuration module or feature: Subscription pop-up (all templates), Coupon pop-up (all templates), Festival pop-up (all templates), Customer retention pop-up (all templates), Lucky wheel pop-up (all templates), and Free shipping pop-up (all templates).

You can use an existing coupon code.

Alternatively, you can create a new coupon code. The types of coupon codes that can be created in pop-ups include:

Coupon Code Type	Coupon Code Effect	Pop-up Templates
General discount code	All customers get the same discount code.	Most pop-ups
Exclusive discount code	Customers get different discount codes based on their receiving date.	Coupon pop-up (Register to receive coupon templates)

Floating Component

Pop-ups that include this configuration module are the Coupon pop-up (some templates) and Lucky wheel pop-up (all templates).

Configuration Steps:

Enable floating component.
Customize the floating component icon.
Choose the position for the floating card.

You can choose to display the floating component on either mobile devices or the desktop.
Click on the square to select whether to display the floating component on the left or right.
After choosing the position for the floating component, you can adjust the distance from the bottom or the side to avoid overlapping with other components.

Active Time

All online templates include this configuration module.

You can set the active time for pop-ups:

To specify an end date for a pop-up, uncheck the Never expires option and set the end date for the discount.
If you want the coupon code to never expire, leave the effective date unset and keep the Never expires option checked.

Managing Pop-ups

Pop-up List

After saving a pop-up, you will be able to view all the pop-ups you have set in the pop-up list.
The list displays the name, active time, and status of each pop-up. You can also preview and duplicate them.
You can perform batch operation on the pop-ups in the list, except for those that are Scheduled or Expired.
You can efficiently filter pop-ups in the list by searching for the pop-up name, selecting the pop-up type, and specifying Start date and End date.

Enabling Pop-ups

In any state, you can click on a pop-up in the pop-up list and modify its settings.
After making changes, click Update and the updated pop-up will be displayed in your store.

Note: The order in which pop-ups appear in your store is based on the time of your last update. The pop-up that is last updated/created will be shown first.

Deactivating Pop-ups

In the pop-up campaign list, you can:

Check the box next to the pop-up campaign you want to deactivate.
Click Pause in the header of the pop-up campaign list.
Click Pause in the pop-up that confirms deactivation.

If you want to deactivate an ongoing pop-up campaign, you can also:

Click on the corresponding campaign in the pop-up campaign list to access the details page of that pop-up campaign.
Click Pause in the upper right corner.

Renaming Pop-ups

To rename a pop-up campaign, simply click on the corresponding campaign and modify its name.

Duplicating Pop-ups

In the pop-up campaign list, you can:

To copy a pop-up campaign, click on the Duplicate button in the Action column for the desired campaign.
Edit the copied pop-up, personalize its configuration, or rename it.
After clicking Add, the modified duplicate of the pop-up will be saved and added to the pop-up list.

You can also:

Click on the corresponding campaign in the pop-up campaign list to access the details page of that pop-up campaign. Then, click Duplicate in the upper right corner.
Edit the copied pop-up, personalize its configuration, or rename it. After clicking Add, the modified duplicate of the pop-up will be saved and added to the pop-up list.

Previewing Pop-ups

In the pop-up campaign list, you can:

Click the Preview button in the Action column of the pop-up campaign you want to copy.
The pop-up effect that your customers will see is displayed at the center of the screen.

Deleting Pop-ups

In the pop-up campaign list, you can:

Check the box next to the pop-up campaign you want to delete.
Click Delete in the header of the pop-up campaign list.
Click Delete in the pop-up that confirms the deletion.