How to Create and Customize a Pop-Up Form in SendX

In this guide, we will walk through the process of creating and customizing a pop-up form using the SendX tool. Follow these steps to create an engaging and functional pop-up for your website.

Step 1: Create a Pop-Up

• Navigate to the pop-up section in SendX.

• Click on Create pop-ups.

• Once the page opens, name your pop-up.

Step 2: Choose and Customize a Design

• Select a design for your pop-up. For this example, a specific design is chosen.

• Customize the pop-up by changing the title and adding fields such as a name field.

• Decide whether to keep it as a first name field or create a custom field.

• Add checkboxes and drop-downs as needed.

Adding Checkboxes

• Click on Checkbox and give it a title, e.g., "What are you interested in?"

• Add options and assign tags to each option.

Adding Drop-Downs

• Click on Drop-down and add a title.

• Add options such as "Weekly" or "Monthly".

Step 3: Customize Appearance

• Adjust the look of the title, description, input fields, and checkboxes.

• Change the font size and style; for example, the "Inter" font is recommended.

• Match the background of the pop-up to your theme and adjust button colors.

• Ensure the font color is black and adjust the border color as needed.

Step 4: Configure Targeting Options

• Decide whom to show or hide the pop-up from and which pages to include or exclude.

• Set the pop-up to appear on all pages or specific ones.

Step 5: Control Pop-Up Timing

• Determine when the pop-up should appear, such as on entering or exiting the website, scrolling a percentage, or after a set time.

• In advanced settings, decide how often to show the pop-up, such as every page view, new session, or after a few days.

• Set when to stop showing the pop-up.

Step 6: Configure the Success Page

• Decide where to add the contact after filling out the pop-up, such as adding them to an existing list.

• Create a list, such as "Subscribers", directly in the drop-down.

• Choose what happens after displaying the success screen, like doing nothing, closing the pop-up, or redirecting to a URL.

Step 7: Embed the Pop-Up Form

• Go to the embed instructions in SendX.

• Copy the JavaScript provided.

• Paste it below the body tag of your website.

Ensure your pop-up is active. Open your website to see how the pop-up looks in action. That's it! You've successfully created and customized a pop-up form using SendX.