Setup Email On Pop-up Submission | TargetBay Support

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Common questions and support documentation

How To Setup A Email On Pop-up Submission?

To setup email on popup submission for welcome email,

a. For Welcome Email

Prior to setting up email, create a pop-up template.

To setup email on pop-up submission for welcome email —

  1. Log into TargetBay’s dashboard by entering the right credentials
  2. Now, click ‘Messages’ on the left-side menu.
    Messages
  3. Under Messages, there are two options: Templates and Workflow. Click ‘Workflow’ and wait till the page loads. Now, click ‘Create Message Workflow’.
    Create Message Workflow
  4. In basic details, assign a name for the workflow and select ‘First time user’.
    First Time User
  5. In Targeting, select the Welcome Email template that you have already created and select ‘Send Email’. Now, choose ‘Welcome email’ from the drop box. Only then, welcome pop-up email trigger will be created. There is no need to show thank you message.
    Welcome Email
  6. Under Events section, choose ‘Logged in’, ‘Equal’ for Operator and ‘No’ for Value.
    Logged In
  7. Under ‘When to show’ section, three options are available.
    • ‘Enable leave intent targeting’ will show the popup, the moment customer is about to leave.
    • ‘Enter duration’ can be set when you want to throw the popup after sometime.
    • ‘Enter scroll’ option can be chosen if you want popup to appear after customer scrolls a specific percentage of the page. For welcome popup, choose ‘Enter duration’ and specify the time in seconds.
    • Enter Duration

  8. For Page URL, there are two options: All or Single Page. For ‘All’ Pages, the ‘Operator’ and ‘Value’ will be disabled. For ‘Single Page’, choose appropriate Operator and Value.
    Single Page
  9. For Time of Day, choose the time zone as per your requirement.
    Choose The Time Zone
  10. In Popup session, select ‘Once in a Session’ and for Settings Priority, choose ‘Medium’.
    Once In A Session
  11. Select the date range and click ‘Save’, ‘Save & Close’ or ‘Publish’.
    Pop-up Submission
  12. Once done, go to email triggers, check for welcome pop-up email triggers
    Welcome Pop-up
  13. Click on Welcome Pop-up and verify whether the Event is ‘Popup submission’, Set Templates input as is ‘Welcome email’ and the Trigger time is set to ‘Immediate’.
    Popup Submission

To know more about setting up workflow, check Message workflow section here.

b. For Abandon Cart Email

Prior to setting up email, create a pop-up template.

To setup email on pop-up submission to abandoned cart email —

  1. Log into TargetBay’s dashboard by entering the right credentials
  2. Now, click ‘Messages’ on the left-side menu.
    Abandon Cart Email
  3. Under Messages, there are two options: Templates and Workflow. Click ‘Workflow’ and wait till the page loads. Now, click ‘Create Message Workflow’.
    Create Message Workflow
  4. In basic details, assign a name for the workflow and select ‘First time user’.
    First Time User
  5. In Targeting, select the Abandoned cart popup template that you have already created and select ‘Send Email’. Now, choose ‘Abandoned cart’ from the drop box. Only then, abandoned cart pop-up email trigger will be created.
    Abandoned cart Pop-up
  6. Under Events, choose ‘Total Items in cart’, ‘Greater than’ for Operator and ‘0’ for Value. This setting will work even if customer atleast has one item in cart. To add more conditions, click ‘+’ and add.
    Total Items In Cart
  7. Under ‘When to show’ section, choose ‘Enable leave intent targeting’.
    Enable Leave Intent Targeting
  8. It is recommended not to change the Page URL settings. By default, it will show the cart page.
  9. For Time of Day, choose the time zone as per your requirement.
    Time Zone
  10. In Pop-up session, select ‘Once in a Session’ and for Settings Priority, choose ‘High’.
    Pop-up Session
  11. Select date range and click ‘Save’, ‘Save & Close’ or ‘Publish’.
    Pop-up Submission Abandon Cart
  12. Once done, go to email triggers, check for abandoned cart pop-up email triggers.
    Email Triggers
  13. Click on Abandoned Cart Pop-up and verify whether the Event is ‘Abandoned Cart’, Templates is ‘Abandoned cart’ and Trigger time ‘1 hour’.
    Abandoned Cart Pop-up

To know more about setting up workflow, check Message workflow section here.

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