Sendlane Popup Builder — Target & Sync

Why build Sendlane pop-ups in ConvertFlow

Sendlane 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 Sendlane is connected — suppression for people already on your list.

Connect Sendlane to ConvertFlow

In Sendlane, go to Account → API → API Tokens and create a v2 API token for ConvertFlow — a v1 token won't authenticate.

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

How to create the best Sendlane pop-ups

With ConvertFlow, you can launch Sendlane 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 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.

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 it — or create from scratch.

Set the Sendlane pop-up trigger

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

Exit-intent triggered Sendlane pop-ups

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

Scroll point triggered Sendlane pop-ups

Display your pop-up when the visitor has scrolled to a certain percentage of the page — for example, 50% down your home page.

Timed delay Sendlane pop-ups

Trigger a set number of seconds after the page loads.

Click triggered Sendlane pop-ups

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 Sendlane pop-ups

Preface a Sendlane pop-up with a small on-site message from a team member — a small message appears in the corner of the screen and opens the pop-up when clicked.

Two-tap floating button Sendlane pop-ups

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

Cart triggered Sendlane pop-ups

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

Upon closing your Sendlane pop-up

With every trigger type except "upon click only", you can adjust trigger suppression. Set it to always show and it triggers 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 a pop-up is closed, so visitors can still reach your offer after dismissing it.

Style the Sendlane pop-up

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

Edit the Sendlane 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 double-click text within the canvas. Then use the design tab to fine-tune each element.

Configure conversion elements in the Sendlane pop-up

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

For each conversion element, customize the 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 listing your Sendlane custom fields. Note that the field must already exist in Sendlane — create it there first and it appears in the dropdown. Once mapped, a two-step pop-up produces a segmented subscriber rather than an anonymous one.

Validate the email before it reaches Sendlane

Real-time verification checks that an address exists with its provider before the contact syncs, protecting your Sendlane list quality and sender score. Phone verification formats numbers to E.164, which matters because Sendlane runs SMS alongside email on the same subscriber record.

Map pop-up fields to Sendlane

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

Configure actions

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

Here you can also add automations to run in the background — including adding the subscriber to a specific Sendlane list or applying a Sendlane tag, so segmentation happens at the moment of capture rather than in a later sync. Both are already in the dropdown, because ConvertFlow pulled them in when you connected.

Conditional actions let you define scenarios where a different confirmation action is displayed and different automations trigger — such as applying a different Sendlane tag based on a quiz answer.

Customize your Sendlane pop-up's product recommendations

Many templates use product elements to showcase products. Select product elements and configure which products to showcase in the settings to the left.

Choose a products source (example: Shopify), then which products to display. Product feed elements have a products filter, such as products in a certain collection. Product hero elements show one product. Each type allows conditional recommendations based on quiz answers, cart contents and more.

Preview your Sendlane pop-up

Click to preview and test your pop-up in a safe test environment. Testing doesn't count towards campaign stats and doesn't trigger automations — so a test submission won't land in your Sendlane list.

Launch your Sendlane pop-up

Click "Launch" to control which pages and visitor segments you want to target. Add any targeting conditions needed, then toggle the checkbox to activate it.

Hide the pop-up from existing Sendlane subscribers

This is the targeting condition worth setting first. With Sendlane 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.