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About Popup Form Reports

by Intuit• Updated 1 week ago

After your popup form is published, measure what works and what you might improve with analytics. Get a high level analytics for all of your forms with the overall popup performance, or take a closer look into an individual popup form’s performance.

In this article, you'll learn how to view and understand popup form reports.

Things to know

Here are some things you should know.

About popup form performance

Popup form analytics give you visibility into how site visitors are engaging with your form. With this information, you’ll be able to track performance over time and understand visitor behavior. Use these insights to make confident, data-informed decisions that improve your targeting, design, and messaging.

After you publish a popup form, consider a strategy to review its performance. We recommend you review your content:

  • Weekly
    For the first few weeks after you publish a new form.
  • Monthly
    After your popup is stable and consistently live.
  • After Any Change
    Anytime you tweak copy, design, or targeting to monitor the impact.

Overall popup performance

Click Forms to navigate to the Popup Forms dashboard. This dashboard gives you a bird’s-eye view of all active popups within your selected time range. The green or red arrow indicators compare data between the current and previous date ranges, clearly highlighting changes in data trends across each metric.

Image of Overall Popup Performance Chart

  • Site Visitors
    A unique count of site visitors across the selected time period. This may differ from your Google Analytics data (or any 3rd party reporting like Shopify) because Mailchimp uses a stricter definition of uniqueness.
  • Unique Impressions
    Unique visitors who were shown at least one popup.
  • Email opt-in rate
    See how many email contacts were collected overall based on percentage and numerical value.
  • SMS opt-in rate
    See how many SMS contacts were collected overall based on percentage and numerical value.

Individual popup form performance overview

From the Popup Forms dashboard, click the link to the published popup form you want to work with. This will navigate you to the performance of the individual popup result. The data trend indicators are included here for you to gather quick insights.

Image of Individual Popup Performance Chart

  • Unique Impressions
    Unique visitors who could have seen your popup based on your targeting and trigger rules. (For example, someone who met the page rules but didn’t trigger an exit intent wouldn’t be counted as “shown.”)
  • Email opt-in rate
    See how many email contacts were collected overall based on percentage and numerical value.
  • SMS opt-in rate
    See how many SMS contacts were collected overall based on percentage and numerical value.

How to use your data

Whenever you view your popup forms data, keep in mind the goals you have for the form. Consider these scenarios:

If Impressions are Low:

  • Confirm the popup is installed correctly. Did you recently disconnect your site?
  • Loosen your targeting. For example, show the form on more pages or set a faster trigger time.
  • Review your site traffic volume to set realistic expectations.

If Opt-Ins are Low:

  • Audit your CTA and offer—is it compelling?
  • Reduce friction
  • Make sure it’s mobile-friendly and visually clean
  • Launch an A/B test to help you modify copy choices or design elements.

If SMS Opt-Ins are Low:

  • If the list is double opt-in, does your confirmation step remind them of keyword Reply Y to finish opting in?
  • Launch an A/B test to include a decline bypass option for SMS capture to focus on email only captures

Next steps

Check on your popup form performance regularly so that you can make adjustments to your form. The more you understand your customers' behavior, the better you’ll be able to design and manage your forms to achieve your goals.

Design Your Popup Form

Manage Your Popup Forms

Mailchimp

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