Product Recommendation Welcome Pop - Capture More Subscribers


Product Recommendation engages customers when they first visit your website and collect their contact information. Having a fun, quick survey can be great for customers if they’re not exactly sure what they are looking for. Having a discount code and recommended product at the end incentivizes them to stay and explore your products. 

PLACEMENT SETTINGS

Step 1: BUILD

  • Make sure the Placement Type is a Pop Up.
  • Have it display on a Timer trigger with a Pop Up delay of 10 seconds.
  • In Advanced Display Settings, toggle on Close on overlay click.

Step 2: DISPLAY

  • For the URL Match Type, choose Show On All Pages, then click Add Url.
  • Select Doesn’t Contain from the dropdown, and put your cart page in there, most commonly seen as /cart.
  • Set the Frequency to show Once Per Session.

Step 3: SET GOAL

  • Select the conversion event you’ve created for your site.

TEMPLATE SETTINGS

Step 1: SELECTING THE TEMPLATE

  • Click on Add Template in the top right corner.
  • Select the template you want to use, in this example, we will select the Product Recommendation (Dynamic) template.

Step 2: EDIT THE CONTENT

  • For the First step, choose what Images, Headline, Subheadline, Description, and Option names you want.
  • You can select as many Option names as you want, but we recommend staying between two and four.
  • For the Second step, edit the Headline 2, Subheadline 2, Terms, and Button.
  • For the Third step, edit the Headline 3, Subheadline 3, and Survey Products Buttons, Headlines, and Images.
  • To make this section look the best, ensure the images you use are the same size so the buttons will line up.
  • Back up to Option Name, select the corresponding products matching each option. 
    • For example: If your first option is Apparel, and your product options 1 & 2 are shirts and pants, then select products 1 & 2.

Step 3: EDIT THE DESIGN

  • You can edit the General, Headline, Subheadline, Description, Terms, Fields, Button, Survey, Product, and Image.
  • Edit the Field design to choose what information you want to collect, as well as the design of how the fields will look.
  • Make sure to add the Email/SMS Integration at the bottom of the design column (see How to Add a Klaviyo Integration or How to Add a Webhook Integration).

Step 4: TARGETING SETTINGS

  • Select New / Returning from the dropdown.
  • Select Show for New Visitors.

Step 5: SET IT LIVE

  • In the top right corner, click on Create Template.
  • Make sure all levers are toggled on to green and test to make sure they are live on the site.
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