Popup Display Rules Tutorial: Show the Right Form at the Right Moment

Before you start

Open the popup builder and pick a template (or start from scratch). Everything below lives in the left-hand panel: Appearance, Forms, and Display rules. You'll see a live preview on the right as you change things — use it constantly.

Step 1. Choose what data to collect

Go to Forms → field selection. Tick only what you'll actually use:

The rule: fewer fields, more conversions. Name and email cover most cases. Add phone only if you'll use it — for example, for WhatsApp follow-ups. Each field gets a custom placeholder ("Full Name", "E-mail"), so the form speaks your visitors' language.

Don't skip the Legal toggle: it adds the privacy-policy consent line under the form. Required in the EU, good practice everywhere.

Important: resist the urge to collect "just in case" data. Company, role, budget — every extra field measurably drops conversion. Capture the minimum now; enrich later.

Step 2. Decide what happens after submit

This is the step most people leave on default — and it's where the experience is won or lost. Under Forms → "What happens after someone submits?", you get three options:

Just close the popup. The form disappears — no redirect, no message. Use it when the value was already delivered (e.g., the discount code was shown on the form itself). Clean and quiet.

Thank You page. Redirects to a dedicated page after submitting. Best when you want to continue the journey — show related products, embed a video, or present the next offer.

Success popup. Shows a confirmation message right there, without leaving the page. This is the sweet spot for most lead forms: the visitor gets instant confirmation and stays where they were:

The rule: match the follow-up to the promise. If the popup offered a discount code, the success message should deliver it immediately. Never make a visitor check their email for something you could show right now.

Step 3. Make it look like your brand

Under Appearance, everything visual lives in one place: the popup image, background color, headline text, font family, and font size — each with a live preview:

A few guidelines that matter more than they seem:

• Use real product photography, not abstract graphics. The popup should remind visitors what they're shopping for.
• The headline is the offer, not the greeting. "Get 10% off your first order" beats "Welcome!" — the visitor should understand the trade in one glance.
• One button, one action. The button text should describe the reward ("Get discount"), not the chore ("Submit").

Step 4. Set the display rules

This is the most important tab — and the one that answers "how do I make popups useful instead of annoying?" Open Display rules in the left panel, then set your triggers — the behavioral conditions from the builder:

The four triggers, and when to use each:

• Exit-intent — the visitor is leaving. Last chance: offer the discount code. Highest-converting trigger in ecommerce.
• After X seconds — the visitor is engaged (30 seconds on a product page signals real interest). Reward attention, don't ambush it.
• After scrolling X% — the visitor consumed your content. A content upgrade or related offer feels like a next step.
• Inactive for X seconds — the visitor is stuck or distracted. A gentle "need help?" nudge can save the sale.

And the rules behind the rules:

• Frequency cap: once per visitor per visit. Showing the same popup twice trains people to close it on reflex.
• Page targeting: product pages get cart-savers, blog pages get content upgrades. Not every page deserves a popup.
• Mobile gets separate logic: there's no mouse-exit on phones — use scroll and time triggers, and keep the design thumb-friendly.

Test before you launch

Use the Live Preview toggle (desktop and mobile views) to check every state: the form, the success message, and the mobile layout. Submit a test entry yourself. If anything feels abrupt or confusing, your visitors will feel it ten times more.