Omnisend Popup Builder — Target, Capture & Sync

Why build Omnisend pop-ups in ConvertFlow

Omnisend has native signup forms, so this isn't a gap you're filling — it's a ceiling you're raising.

The difference is what the pop-up can know and do before it asks for an email: targeting on cart value, page, referral source, UTM, geolocation and visit history, a qualifying question ahead of the email field, product recommendations inside the pop-up, and — because Omnisend is connected — suppression for people already on your list. Every subscriber still lands in Omnisend.

Connect Omnisend to ConvertFlow

In Omnisend, go to Account → Settings → API Keys and create a private API key for ConvertFlow.

Paste it into ConvertFlow's Integrations area. ConvertFlow then pulls in your Omnisend campaigns, tags and subscriber segments — which is what makes both the syncing and the targeting below possible.

How to create the best Omnisend pop-ups

With ConvertFlow, you can launch Omnisend pop-ups on your website, to the right visitors, at the right time.

Overlay pop-ups display a large, centered pop-up — good for commanding visitor attention when you need it. Hook pop-ups display a smaller, left or right aligned pop-up — more subtle, when you want to be less intrusive.

When creating a new Omnisend pop-up in ConvertFlow, choose to see templates for one of the pop-up formats.

You'll then see lots of templates to choose from. Choose the one closest to your desired campaign, preview it, and create a campaign using that template — or create from scratch.

Set the Omnisend pop-up trigger

In the "Settings" tab of the builder panel, scroll down to find the pop-up trigger settings.

Here you can choose the trigger type you want to use. Trigger types include:

Exit-intent triggered Omnisend pop-ups

Want your Omnisend pop-up to appear when the visitor moves their mouse to exit the page? This trigger type detects mouse movement to determine when to fire. On mobile devices, exit-intent Omnisend pop-ups trigger when the visitor taps the back button in their browser.

Scroll point triggered Omnisend pop-ups

This trigger type lets you display your Omnisend pop-up when the visitor has scrolled to a certain percentage of the page — for example, 50% down your home page.

Timed delay Omnisend pop-ups

Have your Omnisend pop-up trigger a set number of seconds after the page loads.

Click triggered Omnisend pop-ups

Need your Omnisend pop-up to trigger only when a button is clicked? With this option the pop-up preloads on the page and fires on click. Use either a ConvertFlow button linked to your pop-up, or apply the given custom trigger class to any HTML on your page.

On-site message triggered Omnisend pop-ups

Want to preface an Omnisend pop-up with a small on-site message from a team member? This trigger type shows a small message in the corner of the screen that opens the pop-up when clicked.

Two-tap floating button Omnisend pop-ups

Display a floating button in the corner of your website that triggers the Omnisend pop-up when clicked.

Cart triggered Omnisend pop-ups

Trigger your Omnisend pop-up after an item is added to the cart. This detects adds to cart from your Shopify store, as well as any products added by ConvertFlow product elements.

Upon closing your Omnisend pop-up

With every trigger type except "upon click only", you can adjust the trigger suppression setting. Set it to always show and the pop-up will trigger again after the visitor closes it. Set it to hide for a number of days and it stays suppressed until that time has passed.

Pro tip: the two-tap floating button can be set to appear after an Omnisend pop-up is closed, so visitors can still reach your offer after dismissing it.

Style the Omnisend pop-up

Use the theme settings to customize the container size, close icon, headlines, buttons and more, so the pop-up reads as part of your site rather than a third-party overlay.

Edit the Omnisend pop-up content

Click any element, or use the layer manager, to edit content. For text elements you'll find a text editor in the builder panel, or you can double-click text within the builder canvas. Then use the design tab to fine-tune each element.

Configure conversion elements in the Omnisend pop-up

Conversion elements are buttons, forms, quizzes, and product elements.

For each conversion element in your Omnisend pop-up, you'll want to customize their content:

• Edit button element text
• Toggle contact fields and add custom fields to form elements
• Add options to survey elements
• Add questions and answers to quiz elements
• Filter product recommendations for product feed elements
• Set the product content for product hero elements

Ask a question before you capture the email

A pop-up doesn't have to be a single email field. Add a survey step ahead of the contact fields and you get a segmentable answer alongside the address — skin type, budget, what they're shopping for.

Each question has a "Map to custom field" dropdown. Name a new field with "New field name +" and Omnisend creates the matching custom field on their side the first time a contact is sent, so a two-step pop-up produces a segmented subscriber rather than an anonymous one.

Map the pop-up's fields to Omnisend

Email address and first name map to Omnisend automatically. For everything else, use the Fields button on your Integrations page to map ConvertFlow's preset contact fields to Omnisend custom fields by data name.

Real-time email and phone verification can also check that an address exists with its provider before the contact reaches Omnisend, which protects your list quality and sender score.

Configure actions

Click to the Actions tab to set the default action. Buttons, forms, quizzes, and surveys can be configured to jump to another funnel step, redirect to a URL, redirect to cart, display another pop-up campaign, etc.

Here you can also add automations to run in the background — including adding the contact to a specific Omnisend list or tag, so segmentation happens at the moment of capture rather than in a later sync.

From the Actions tab, you can also add conditional actions to the conversion elements in your Omnisend pop-up. Use these to define scenarios using conditions, where a different confirmation action is displayed and additional automations trigger — such as jumping to a different funnel step and applying an additional Omnisend tag based on a quiz answer combination.

Customize your Omnisend pop-up's product recommendations

Many of our Omnisend pop-up templates will use product elements to showcase products. Select product elements, and you'll be able to configure the products to showcase in the settings to the left.

Choose a products source (example: Shopify), then which products to display in your Omnisend pop-up. Product feed elements have settings to configure a products filter, such as products in a certain collection. Product hero elements show one product, selected from the dropdown. Each type allows conditional product recommendations, so you can showcase the right products based on quiz answers, products in the cart, and more.

From the Actions tab, you can configure the first button text and the click action — redirect to the selected product, or add to cart from the Omnisend pop-up. If adding to cart, you can optionally configure the second button text and what happens on the second click: cart, checkout, another funnel step, a URL, etc.

Preview your Omnisend pop-up

Once you're done customizing the template, click to preview your Omnisend pop-up. You'll be able to test it in a safe test environment.

Testing your Omnisend pop-up doesn't count towards campaign stats, and it doesn't trigger automations in your integrations — so a test submission won't land in your Omnisend list.

Launch your Omnisend pop-up

Next, click "Launch" to control which pages and visitor segments you want to target your Omnisend pop-up to. Add any targeting conditions needed to control which visitors should see this pop-up, then toggle the checkbox to activate it.

Once you've done this, your Omnisend pop-up will begin displaying on your website.

Hide the pop-up from existing Omnisend subscribers

This is the targeting condition worth setting first. With Omnisend connected, ConvertFlow can read your subscriber segments and exclude anyone already on your list — or show them a different offer instead of a signup form they've already completed.

It's the simplest way to stop asking your best customers for an email address you already have, and it usually improves measured conversion rate too, because the pop-up is only counted against visitors who could actually subscribe.

Measure and split-test

Split traffic between pop-up variants and read the funnel report — views, conversions, and the orders and revenue attributed to each variant, rather than opt-in rate alone.