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Add a Pop-Up Signup Form to Your Website

by Intuit4 Updated 4 weeks ago

A pop-up signup form helps you connect with your website visitors. Design it to fit your brand, and add a special offer or discount to help grow your audience and boost sales.

In this article, you'll learn how to design and edit a pop-up form in Mailchimp, and add it to your site.

Before you start

Here are some things to know before you begin this process.

  • Be sure to customize your form's related pages and response emails.
  • If you need your form in a different language, read Translate Signup Forms.
  • The pop-up form is single opt-in by default. To help prevent fake signups, make your form double opt-in at any time, and enable reCAPTCHA confirmation in your audience's settings.
  • Before you can send marketing text messages, you need to obtain SMS marketing consent from your contacts. This is different from email marketing consent.
  • SMS Marketing is available for customers with the Essentials plan or higher.
  • At this time, you can only send text messages to subscribed SMS contacts from the country that’s associated with your SMS Marketing program. For example, if your SMS Marketing program’s sending country is the UK, you can send text messages to subscribed UK SMS contacts.

How it works

Pop-up forms can be an effective way to collect email addresses, phone numbers, and other information from contacts. Use Mailchimp to design and customize your pop-up form, then share it on your website to grow your audience. Create as many pop-up forms as needed per audience and tailor them to suit your marketing needs.

Choose if you want to engage with customers via email, text message, or both. Add the Email signup and SMS signup fields to invite customers to sign up for your marketing. Before you can add an SMS signup field, you’ll need to submit an SMS Marketing application and be approved.

After your SMS Marketing application is approved, and you've added SMS signup to your pop-up form, use tap-to-text to allow mobile visitors to quickly sign up for your SMS marketing. When tap-to-text is enabled, the SMS Phone Number field is replaced with a signup button. Visitors who view your pop-up on mobile devices can tap the button to confirm and then complete the SMS marketing signup process.

When you’ve completed customizing your pop-up form and publish it to your website, we’ll automatically add the form to your connected site, or provide the code you need to connect your site.

Access the pop-up form builder

Use the pop-up form editor to customize your pop-up signup form. Enable or disable your form on your websites, or generate code to connect a custom website outside of Mailchimp.

To access the pop-up signup form builder, follow these steps.

  1. Click Audience, then choose Signup forms.
  2. Click Create new form.
  3. Click Create pop-up form.
    pop-up-form-create-tile
  4. Enter a name for your form, then click the Audience drop-down and choose the one you want to work with.
  5. Click Begin.

That’s it! Now you’re ready to customize your pop-up form.

Customize your pop-up form

Customize the look of your pop-up form to complement your website. Choose your style preferences, pick a layout, and control how and where it appears. Capture email addresses or collect SMS marketing consent to grow your audience and marketing impact. Enable tap-to-text to allow mobile customers to sign up with 2 taps. You can also edit your form fields and labels as needed. Any changes you make will apply only to the pop-up signup form.

To customize your pop-up signup form, follow these steps.

  1. Click Style to choose the fonts, font colors, and font size for your form.

  2. Click Layout to choose one of the popup designs.

    All layouts will appear as a banner on mobile devices. If your audience has GDPR fields enabled, we'll indicate which templates support this feature..

  3. Click Settings then click the General drop-down to control how the pop-up will appear on your site.

The following settings are under the General category.

  • Display
    Click this drop-down to choose how much time you want to pass before your pop-up appears.
  • Position
    Choose whether you want the pop-up to slide out from the bottom right of the browser window, or appear in the middle of the page.
  • Don't show again for
    Choose the time frame to display the pop-up.
  • Overlay opacity
    Adjust the slider to darken your website when the pop-up appears, to draw more attention to it.
  • Include mobile banner
    Toggle the slider on or off to enable or disable the mobile banner. You can customize the mobile banner to complement your website.
  • Show Mailchimp badge
    Toggle the slider on or off to add or remove the referral badge. You'll need to upgrade to a paid plan to remove Mailchimp branding.
  • Close success message after
    Choose how long to display the success confirmation screen.

The following setting is under the SMS signup category.

  • Tap to text button
    Enable this setting to allow mobile customers to sign up for SMS marketing with two taps.

Email signup

Invite customers to sign up for your email marketing on your pop-up signup form.

To edit and add an email signup field to your pop-up signup form, follow these steps.

  1. Click Email signup.
  2. Hover over the image placeholder in your layout and click Set Image to add a new image.
  3. Click the plus (+) icon to add each field you want to include in your form.
  4. Click on any form field to edit it, or click Create a new field to add a new field.

  5. In the editing menu, change the Audience field or Label as needed.
    email-audience-label-required-description-fields

  6. To require a field, toggle on the Required slider.
  7. To add Help text for a field, toggle on the Description slider and enter extra details as needed.
  8. To reorder a form field, click the arrow icons to move it up or down.

  9. Highlight the button text to change it as needed.

    Here's an overview of each item in the style bar.

    • Alignment
      Click the icon to position your button to the left, center, right, or make it full width.
    • Button Color
      Click the circle to choose the color of your button.
    • Hover Color
      Click the circle to choose the color of your button when a cursor is placed over it.
    • Font Color
      Click the icon to choose the text color.
  10. Click Preview to see how your form will appear to your visitors after it’s published.

  11. Click the mobile icon and desktop icon to see how your pop-up form will appear on different devices.
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SMS signup

Use the pop-up signup form to invite contacts to opt in to your SMS marketing and grow your audience faster. To send marketing text messages with Mailchimp, you’ll need to submit an application and get approved. To learn more, check out Set Up Your US SMS Marketing Program, Set Up Your UK SMS Marketing Program, or Set Up Your AU SMS Marketing Program.

To add an SMS signup field to your pop-up signup form, follow these steps.

  1. Click Add SMS signup. You’ll see the SMS signup button.
    You need an approved SMS Marketing program to add an SMS signup field to your pop-up signup form. If you’ve not submitted an application, you’ll be directed to Mailchimp’s SMS program page to complete the application process.

  2. Click on the SMS Phone Number field to edit it.

  3. In the editing menu, change the Audience field or Label as needed.
    SMS-audience-label-field
  4. To require a field, toggle on the Required slider.
    When the SMS Phone Number field is required, the legal check box also appears. A contact needs to enter an SMS phone number and agree to the legal terms to sign up for your SMS marketing.

    If you want visitors to sign up for your SMS marketing, the Required toggle must be on for the SMS Phone Number field. You can then remove the Email signup field. Click the X to remove.

Tap-to-text

To accelerate your audience growth, use Mailchimp’s tap-to-text feature to allow mobile visitors to sign up for your SMS Marketing with 2 taps. You'll need to add the SMS signup field to enable tap-to-text.

To enable tap-to-text, follow these steps.

  1. In the pop-up form builder, click Settings.
  2. Click the SMS signup drop-down.
  3. Toggle the Tap to text button slider on.
    Pop-up-form-enable-tap-to-text-button

That’s it! The SMS Phone Number field will be replaced with a signup button. Visitors viewing your pop-up form on mobile devices can tap the signup button, which will open their mobile device's messaging app to confirm and complete the signup process.

Publish or unpublish your form

If you've created a website in Mailchimp or connected your store through our Integrations page and you've finished customizing your form, click Save & publish.

We'll save your design choices and connect the popup form to your site.

Publish on multiple sites

If you have multiple connected sites, click the Edit link to choose which ones you want your popup form to appear on. Toggle off the slider to disable the pop-up form on your website.

Publish with code

If you haven't created a website in Mailchimp or connected one through our Integrations page, click Connect Site.

pop-up-signup-forms-connect-site

Here, you have a couple of options. You can click the link to our integrations page and follow the steps to connect your site, or you can enter your website URL and click Get Started to generate a code snippet.

pop-up-form-copy-to-clipboard-screen

You’ll need to copy and paste this code between the <head> tags on your website. Then, return to the pop-up form builder and publish. Removing this code will remove the pop-up form from your site.

Nice work! Your pop-up form will display when someone visits your site. If they choose to fill out and submit your form, we'll add them to your Mailchimp audience as a subscribed contact.

Edit the form

After you add the pop-up signup form to your site, you may need to make changes to the form.

To edit the form, follow these steps.

  1. Navigate to the pop-up form editor.
  2. Click any design option to make your changes.
  3. Click Save & publish.

That's it! We'll automatically update the pop-up form on your website.

Manage your forms

You can create multiple pop-up forms to personalize your Marketing and grow your audience.

Here are some actions you can perform on the forms dashboard to manage your pop-up forms.

  • Audience settings - Click Audience settings to customize the settings of your audiences, sign-up forms, email or SMS responses.
  • Subscriber preferences - Click Subscriber preferences to view/edit your preferences.
  • View recent forms - In the Recent forms section, view your 3 most recent edited forms.
  • View all forms - In the Recent forms section, click View all. You’ll navigate to the All forms page where you’ll see a listing of all your forms. Manage the following tasks on this page:
    • Sort - Click the Sort drop-down to sort your forms by Last edited or Creation date.
    • Search - Click the Search icon and type a form name, or click the Audience or Type drop-down to search for a form by audience or form type.
    • Edit - Click the Edit drop-down to rename, replicate, or delete your form. Complete the prompts in the Rename form and Delete form modals and on the Replicate your form page. You can also edit your forms in the Recent forms section. A replicated form will connect to the same audience. To connect to a different audience, you'll need to create a new form.

Next steps

To identify people who signed up with the pop-up form, segment your audience by signup source. After you create your segment, email these contacts discounts, personalized product recommendations, and more.

Getting Started with Segments
All the Segmenting Options: Signup Source
Use Product Recommendation Content Blocks
Use Promo Code Content Blocks

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