Subscriber collection campaign
Note
Email and SMS channels are legacy features and not offered to new customers.
Customers provide email addresses before purchase to learn about your brand and launch of new products or to request a discount. Capturing their email addresses in Optimizely Data Platform (ODP) can help you create subscriber collection modals to drive retention and increase customer engagement. See Manage pop-up modals and forms for information.
Find your collection campaign
Customize the Email Modal Collection campaign to identify your customers by completing the following:
- Go to Activations > Overview.
- Search Email Modal Collection and click Edit to customize the campaign.
Configure targets
Expand Targets and select where you want the pop-up modal to display on your site.
- Page URL – Expand to select Page URL, a UTM parameter, or a Custom Query Parameter for the target location.
- Contains – Expand to select Contains, Equals, Does not contain, or Does not equal to determine how you want to target the provided location.
- URL snippet or path – Enter the URL snippet or path you want to target.
- Or – Use OR to target more pages and parameters.
- And – Use AND to target more pages or parameters.
- Remove – Hover your cursor over the target row and click Remove to remove the defined target.
Configure triggers
Expand Triggers and choose when you want the pop-up modal to display.
- Display immediately when the page loads – Show the content whenever the customer visits one of the selected pages. ODP disables the other triggers to prevent repeat showings.
- Display after – Show the content after the allotted time, such as after 10 seconds.
- Display on [X%] page scroll – Show the content after customers scroll a certain percentage of the page, such as after they scroll through 70% of the page.
- Display on exit intent – Show the content when the customer's cursor leaves the active window indicating they are leaving the page.
Configure constraints
Expand Constraints and choose how often you want customers to see your content.
- Show up to [number of] times every [time range] per visitor – Limit the number of times the content is shown to a customer over a single period of time, like once per week.
- Show up to [number of] times total per visitor – Limit the total number of times the content is shown to a customer, such as three times.
- Show on mobile – Enable the content's visibility on mobile devices. Avoid using this option as Google discourages it. While Google considers this appropriate in some instances, such as cookie acknowledgments, it can negatively impact your company's search engine optimization (SEO) if you enable it.
Design a web modal
See Manage pop-up modals and forms to design the email modal campaign.
Preview and activate your web modal
You can preview the pop-up modal on one of your website pages. The preview shows all triggers but ignores all constraints.
Preview your web embed
Besides the Desktop and Mobile views, you can preview the pop-up modal on one of your website pages.
- Click Preview.
- Enter your URL in Webpage URL. ODP checks the page you select against the rules you set up in Targets, so ensure it is valid.
- Click Generate Preview.
Activate your web modal
To make the web pop-up modal available to your website visitors, complete the following:
- Click Save.
- Select the campaign's name from the breadcrumb trail.
- Click Go Live, then click Yes, Go Live to confirm.
