Last Updated on June 6, 2022 by Editor
Multi-step popup forms: Why and how using OptinMonster
Popup campaigns in OptinMonster can be of the following types:
(1) Lightbox Popup: With lightbox popup, usually a small window comes to mind that seeks to collect especially name and email id.
(2) Fullscreen: For catching attention of audience in one subject.
(3) Floating Bar: This means displaying campaign at the top (header) or bottom (footer) of the browser window.
(4) Inline: Inline form campaigns appear inline with the existing text of a post/page/sidebar. This means a reader is already reading a text and during the course, he or she views the inline form. For a WordPress post, they work nicely after the post.
(5) Slide-in: This campaign scrolls up from the bottom right (or bottom left) corner of the page.
Multi-Step Popup Forms
It is not usual to see popup forms that are multi-steps or multi-pages. OptinMonster can help come out with a multi-step popup form within few minutes by drag & drop and without any programming knowledge.
To get access to contact information of visitors to your website in one instance can be intimidating. Multi-step forms ease the process. The multi-page feature of OptinMonster can be a tool to increase conversions while seeking information such as phone no., that is otherwise challenging to get.
As a user fills in first step/page of the popup, which can be the name of the country, next steps while extracting city/town, email id, name, and phone no. can be gradual. If on one screen all these information are sought, the user might not start the process in the first place. But once he or she enters the name of the country, it is natural to fill city/town. The probability of the visitor filling email id, name, and phone no. are higher once the visitor filled the earlier fields. This tendency matches with the human instinct of increased urge to complete a process once initiated.
There are two ways to design multi-step popups:
In the context of multi-step popups, MonsterLink™ is a patented technology to create multi-step OptinMonster campaigns from any OptinMonster link.
By itself, MonsterLink™ will convert any link or image into a 2-step campaign. Once a link or image clicked, user can be asked to fill fields such as providing their email id as part of subscribing for a newsletter.
Here is the process to create multi-step popups using MonsterLink™ that involves three steps:
- Creating Popup
- Designing Popup
- Adding MonsterLink™
1. Creating Popup
Click Create New Campaign once under OptinMonster dashboard.
Select your campaign type.
Choose campaign template.
It is recommended to opt for Mobile Optimized for best view on smartphones.
By selecting Goals filter, OptinMonster will show template options relevant to your goal.
For a multi-step popup unique to your brand, choose Canvas template that helps prepare a form from scratch by drag & drop (no programming involved).
For the sake of keeping things simple, we are choosing Basic for this post.
Now, name your campaign and click Start Building.
2. Designing Popup
You now find yourself under OptinMonster Editor with a range of customization options that are easy to manage through elements or blocks. In other words, a campaign is broken into elements or blocks that can be customized clicking on the particular element or block.
Just take a look at the Basic Template with two blocks:
a. Text block
b. Optin Block
To modify any block, simply click any space there and edit. Block type in addition to text and image can also be button, chatbot, countdown timer, divider, video, HTML, and more.
You can add new block in a campaign by simply drag & drop.
Here is an example of multi-step campaign created by OptinMonster team for demo purpose.
Make sure to customize Success Page depending on the campaign’s goal. While for newsletter subscription, you can have a ‘Thank You’ page as followup, in case of redirecting to another URL, there is no need to design success page.
3. Adding MonsterLink™
For this example, we will be using MonsterLink™ method such that when a user clicks on MonsterLink™ link, the popup initiates with the first screen. Click Display Rules at the top of the editor.
You get various customization options including after how much time the popup appears with Time on Page.
Finally, click Copy MonsterLink™ Code.
You get the HTML code (<a href=”https://app.monstercampaigns.com/c/zme20kceu2n31jdtbmkb/” target=”_blank”>Click Me!</a>) which can be pasted on post/page/widget. In case only link needed, just copy https://app.monstercampaigns.com/c/zme20kceu2n31jdtbmkb.
This asks a question whose answer is either yes or no. The target can be to get the yes answer filled. As the user fills up first Yes, Sign Me Up, there is increased urge to keep on answering with yes so as to complete the process started.
The process is similar to (1) Creating Popup above.
Now for (2) Start Building, Designing Popup, click Yes/No button.
Next, click Enable Yes/No For This Campaign.
A new page is created for the popup campaign.
Next, you can modify Yes, No, and text, images, buttons or any other elements/blocks.
For Yes and No block, you can modify appearance, hover, and what happens when Yes/No buttons clicked.
Here is an example of Yes/No multi-step popup form created by OptinMonster team for demo purpose.