How to Create a Custom Pop-up Form Using SendX

Hello and welcome to this tutorial. Today we will walk you through how to create a custom pop-up form using SendX.

Step-by-Step Guide

1. Log into Your Dashboard

   To get started, log into your SendX dashboard.

2. Navigate to Forms Management

   From the top navigation bar, click on the Forms button. This will take you to the Forms Management page.

3. Create a New Form

   Click on the Create Form button. This will open up the options for creating different types of forms.

4. Select Pop-up Form

   Select the pop-up option and click Next.

5. Name Your Pop-up Form

   Give your pop-up form a name. For this tutorial, let's call it Pied Piper Leads.

6. Choose Your Goal

   Select the type of goal you want to achieve via this form. For this, choose Converting Visitors to Subscribers.

7. Select a Template

   Choose a template that resonates with your brand. For this example, select the Model Background News template. Click the Preview button to see how it looks before proceeding. Once satisfied, click Select Template.

8. Customize Your Pop-up

   In the pop-up editor, customize your pop-up entirely. Update the title, description, colors, fonts, and alignment to match your branding. For Pied Piper, add a catchy title like Join the Revolution in Compression Technology and then click Save and Continue.

9. Set Targeting Options

   On the Targeting page, control where and to whom your pop-up will appear. For this tutorial, leave the default settings and click Next.

10. Configure Pop-up Behavior

    Adjust when the pop-up will appear, such as on page load, exit intent, or after a specific delay. Customize these based on your campaign strategy and click Next.

11. Define Success Page

    Decide where to store the contacts collected via the form. Add them to a list called Pied Piper Leads. Choose where users are redirected after clicking the Submit button, such as a thank you page or your website's homepage. Once done, click Create Pop-up Form.

Conclusion

And that's it! We have successfully created a custom pop-up for Pied Piper. With just a few clicks, you can create eye-catching pop-ups to engage your audience and grow your contact list.

Don't forget to watch our detailed videos on Targeting, Behavior, and Pop-up Editor page to unlock the full potential of these features. Thank you for watching this tutorial. If you have any questions, feel free to reach out to our support team or explore our Help Center. Happy marketing!