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How to Add a Popup on Shopify That Boosts Conversions

Popups are a powerful way to grab your audience’s attention and guide the customer experience. By using them for a variety of goals, you can bring more customers to checkout—and with more in their carts.

You can add popups to your Shopify store to:

  • Build your email & SMS lists
  • Promote a quiz
  • Recommend products
  • Stop abandonment
  • Increase cart values with relevant cross-sells and upsells
  • Offer limited-time deals
  • And more

But you can’t make popups in Shopify. You’ll need an app that integrates with Shopify to design and launch your popup campaigns.

Luckily, creating popups is easy with ConvertFlow’s no-code drag-and-drop builder.

Launch your own Shopify popups today with this step-by-step guide.

To do this, we’ll be using ConvertFlow’s popup builder and Shopify integration.

Let’s get started.

Step 1: Choose a template for your Shopify popup

To make adding a popup on Shopify easy, head to ConvertFlow’s popup template library to find a design that suits your goal.

When you find the best one for your needs, click “Use This Template.” Then, create a free ConvertFlow account (or log in) to edit the template.

For this guide, we’ll use a simple email & SMS template:

👉🏽 Need some inspiration before you get started? Take a look at 6 ecommerce popups real brands use to drive conversions.

Step 2: Choose your popup’s campaign format

The template we chose has four campaign formats to choose from:

  • Landing page
  • Overlay popup
  • Hook popup
  • Embedded CTA
The menu of campaign format options in ConvertFlow

Those formats might be useful for future campaigns, but today, we’re trying to grab our audience’s attention when they land on the website. So, let’s go with the overlay popup.

Step 3: Customize your popup’s design

Now that you’ve chosen the template and format for your popup, you’ll land in ConvertFlow’s drag-and-drop builder:

The Shopify popup template as it appears in ConvertFlow's drag-and-drop builder

Here, you can customize everything about your Shopify popup including the pictures, copy, button actions, and forms. You can even add more elements like timers and products.

Before adding or changing any content, though, it’s worth setting your popup’s theme first.

In ConvertFlow, there are two ways to change the appearance of your popup:

  • At the theme level: Which sets your style across your campaign, including any new elements you add
  • At the element level: Which will override any theme-level settings for more customization

We recommend starting at the theme level for consistency. Then, change individual elements as needed.

To edit your theme, click the “Theme” tab in the right-side panel. There, you’ll find a full list of element types that you can customize:

The theme menu in ConvertFlow

For this example, we’ll customize the button colors to match our brand:

Button theme settings in ConvertFlow

Continue editing each theme element to match your brand’s colors, fonts, and other aesthetic preferences you have for your Shopify popup campaign.

Step 4: Set the trigger for your Shopify popup

Now, choose when your popup will show to site visitors.

Head to the “Settings” tab in the builder panel. Under popup trigger, choose your trigger type:

  • Exit-intent: To show the popup when a customer is leaving your website (great for abandonment campaigns)
  • Scroll point: To make the popup appear when a shopper has scrolled to a certain percentage of the web page
  • Time delayed: To appear after a set number of seconds after the site visitor has arrived
  • Upon click only: To show the popup when the shopper clicks a button
  • On-site message: To make the popup appear when a shopper clicks a small message in the corner of the screen
  • Two-tap floating button: To show the popup when a shopper clicks a small button in the corner of the screen
  • Add to cart (Shopify): To appear immediately after a customer adds a product to their cart (perfect for cross-sell and upsell offers)

The two-tap floating button can be set to trigger after a shopper closes the popup, too. Then, when your customer is ready to take advantage of your offer, they can access it again easily.

Note: For advanced targeting, you’ll be able to choose what pages and visitor segments your popup appears in a later step.

Step 5: Set trigger suppression settings for your popup

Next, adjust the trigger suppression settings for your popup:

Trigger suppression settings in ConvertFlow

This will prevent the popup from appearing for a certain amount of time after the shopper closes it.

Trigger suppression isn’t available for “upon click only,” since it’s dependent on the shopper’s action.

Step 6: Customize your popup’s content

Now it’s time to make the popup yours!

Update the popup with your:

  • Offer
  • Product photos
  • Copy
  • Desired form fields
  • And any other elements you want to add

To customize the content, click the element you want to update and the side panel will show you all the options you can control:

Element-level settings in ConvertFlow

Let’s update our popup with a free gift offer instead of a discount:

An updated popup offering a free gift in exchange for a shopper's email address

You can add other elements to your campaign by clicking on the “+” sign that appears when you hover your mouse over different sections in the builder.

Note: If you add a product element, you’ll want to connect your Shopify store in the next step so you can easily display your products.

Step 7: Connect Shopify to ConvertFlow

Integrating Shopify and ConvertFlow takes just a few clicks and will enable you to pull in product and customer information for your campaigns 🤩

From your website’s dashboard in ConvertFlow, go to “Settings,” then “Integrations” in the left-side menu. Find Shopify and click the “Connect" button:

The integrations menu in ConvertFlow, highlighting Shopify

You'll arrive on ConvertFlow's listing on Shopify's app store. Click "Add app" and follow the instructions on-screen to integrate.

Now that you’re connected to Shopify, ConvertFlow’s script will be automatically installed on your store 🦾

Step 8: Connect your CRM or ESP to ConvertFlow

If you’re creating a popup with an opt-in form like we are here, you’ll also want to connect your email marketing tool or other customer database.

We’ll use Klaviyo as an example.

To connect, select the form element in one of your steps in the builder. Then, click “Manage Actions”:

The manage actions button as it appears when selecting a form element in ConvertFlow

Then, click “Manage integrations.” Find Klaviyo in the menu and select, “Connect”:

The integrations menu in ConvertFlow, highlighting Klaviyo

Verify the integration by following the on-screen instructions.

Step 9: Connect form fields to your database

With your CRM or ESP connected, you’ll want to link the form fields in your popup so that your form submissions get logged in your database.

After connecting to Klaviyo (or other software), you’ll be brought back to the “Manage Actions” window. Click “Add automation”:

The "Manage Actions" panel in ConvertFlow

Then, select your automation type. In this case, we want to add site visitors to a list in Klaviyo, so we’ll select “Klaviyo - Add to list.” Then, choose the appropriate list from the Lists dropdown menu.

The "new automation" form in ConvertFlow

Click “Create automation,” then “Done.”

Now all new subscribers from your Shopify popup will be automatically added to your Klaviyo list 🕺🏽

Repeat this for the SMS form in the second step of the popup, choosing the appropriate list for SMS subscribers.

Step 10: Update button actions

The last step in the popup template we chose recommends shoppers to take a quiz. This is a great idea to continue guiding your customers’ experience on your website and helping them find relevant products. But you can also make this last step anything you want.

You can connect that final step to a specific product collection or another campaign. Or, you can remove the button and make the last step a simple confirmation message.

To keep it simple for now, let’s direct our new subscribers to shop a collection of our best-selling products.

So, we’ll start by updating the copy of the last step:

An updated last step of the welcome popup guiding site visitors to shop

Now, to link to the product collection, click the button element. Then, select “Manage Actions.”

Here, leave the Default Confirmation Action Type as “Redirect to a URL.” Then, we’ll enter our collection URL into the form:

The "Manage Actions" panel in ConvertFlow

Click “Done” when you’re finished.

Step 11: Preview your Shopify popup

You’re in the home stretch! When you’re done editing your popup, save and publish your changes.

Don’t worry, this won’t make it live on your website just yet.

Then, click “Preview” to test your popup:

The preview screen in ConvertFlow showing the campaign in action

Your popup will appear based on the trigger you set earlier. You can interact with it just like a shopper would on your website.

However, testing your popup won’t count towards your campaign stats and it won’t trigger any automations, like adding an email address to your subscriber list. So, feel free to test out your popup’s functionality.

Step 12: Launch your popup on Shopify

It’s time to add your popup to your Shopify store.

Click “Launch.” From this page, you can control what pages your Shopify popup shows on and which shopper segments it appears to:

Targeting conditions for the popup in ConvertFlow

With targeting conditions added, toggle the checkbox to activate your popup:

Toggle that turns the campaign on

Congrats! Your popup is live ⚡

Add a popup on Shopify with ConvertFlow

The sky’s the limit when it comes to how you can design popups in ConvertFlow and what goals you can achieve.

Today, we covered a list-building popup. But you can launch popups for just about any use case you can think of to:

  • Announce product launches and sales
  • Prevent abandonment
  • Promote cross-sell & upsell offers
  • And more

Plus, you can split-test your way to success with unlimited variants to find what version of your popup performs the best.

Launch your Shopify popup today with ConvertFlow. It’s easy to get started with customizable templates for a variety of goals.

Create a free account to get started.

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