Popup Invitations / Website Intercepts

Popup invitations (also known as Website Intercepts) allow you to add a survey to a web page that will "pop up" in front of visitors.

They’re particularly good for collecting fast feedback on specific things, especially where you may not have access to a contact list of respondents.

They are highly customisable, allowing you to set which proportion of visitors to a page are asked to take part, how many page views they need before qualifying, and much more.

This guide will show you how to set up and use popup invitations.

Initial Setup

After the survey has been created, click “Collect” and then choose “popup invite” from the list of types.

The Tracking link settings will open straight to the “install” tab, which shows you the code you’ll need to add to your website. You can use this straight away if you like, and use the popup with all options set to default, but for this guide, click “setup”, on the left.

Popup Settings.

By default, the popup will appear for everyone, the moment they arrive on your website. Depending on your needs, and that of your audience, this might not be appropriate, so there are a number of settings here to control when, and how often, the popup will trigger.
  • Sample rate – What proportion of site visitors will trigger the popup.
  • Page Views – How many times the user needs to view pages with the embedded popup code before the popup can trigger.
  • Session Delay – How long the user must have spent browsing pages on your site before the popup can trigger.
  • Page Delay – How long the user must have spent on a specific page before the Popup can trigger.
  • Cookie Expiry - When a visitor is shown the invitation, a cookie is set on their device. While the cookie is present, the popup won’t trigger again. By setting the number of days for the cookie to expire, you set the time between popups per user.
  • Cookie Name -  The name of the cookie that will be set. If you have multiple popups, you may want to give each one an individual name.

These options can all be used at the same time, so you can set the popup to trigger for 50% of users who have spent at least 10 minutes browsing the site and viewed at least 3 pages (though, bear in mind that the more restrictive these settings, the less data you'll get. You may need to experiment to find a "sweet spot".

Popup Appearance

Below the “does it appear” settings, there are options to control what the popup looks like - the image at the top of this guide shows the default look and feel.

These are mostly self-explanatory, but a quick guide:
Title - Set the title of the popup
Body - Sey the main text of the popup
Accept Button - set the text shown on the button the respondent presses to take the survey
Text - Set the colour this text is shown as eitther as a hex code ("#fffffff") or pick from pallete
BG - Set the colour of the button in the same way as the text.
Decline Button - As "Accept Button", but for refusing the survey
Text-Align -  Whether the text is aligned to the left, centre or right of the popup
Max-width - set the max width of the popup.
Min-height - set a minimum hight the popup can be
BG - Set the main colour of the popup
Border - set a colour for an outline for the whole popup box
Thickness - set its thickness in pixels. by default, this is zero
Logo URL - add a Logo image - this can be in the file library or elsewhere
Custom CSS - put custom CSS in the box to more radically change the look and feel of the popup.

Whenever you save a change to these features, you’ll be shown a preview of how the popup will look.

Exit Surveys

Clicking the checkbox under "exit survey" will activate an additional feature, where the pop-up functions as an exit survey. After giving a positive response to the popup, a new window is opened as a holding page that will then be redirected to the survey once the user leaves the domains specified in the "Allowed URLs" box. This means that users can carry on their interactions with your site with minimal intrusion, and then can answer questions based on their completed visit.

Installing the popup on your website

To install the popup you simply need to click “install” and then copy the HTML code into your page (or pages). If you’re not personally responsible for managing the code on your website, then you’ll want to talk to the person or department who does.

The final set of options, Link settings, are the same as for other types of tracking links, so we don’t need to go into detail on this page. For general guidance on Tracking Links, see "Using Tracking Links".

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