Meera R | May 9th, 2020

Create A Content Upgrade Pop-Up

A Step-By-Step Guide To Creating A Content Upgrade Pop-Up in SendX.

By the end of this guide, you will be able to effortlessly create content upgrade pop-ups all set to add into your content pages to collect some awesome leads! We will be covering:

  • Introduction to Content Upgrade Pop-Ups

  • Making a Content Upgrade Pop-Up from Scratch

  • Customizing the Pop-Up to Suit Your Needs

  • Setting it up to Display on your Website

Introduction To Content Upgrade Pop-Ups

Content Upgrade Pop-Ups are Pop-Ups that integrate within your content and show up as a link inside your blog or your landing page. These are extremely useful when you have a specific lead magnet related to your content and would like to give it out at a specific point. It appears as a clickable button like this:


Making a Content Upgrade Pop-Up From Scratch

  • Go to Forms + Pop-up > New Popups.

  • Under the Basic tab, you can add a Name .

  • Then, under Add Contact to List, choose a suitable option. If you want to add leads from the exit intent pop-up to an already existing list, choose Add to an Existing List, and choose the List you want to add the leads to. Otherwise, choose Add to Auto-Created List, and SendX will automatically create a new list. with leads collected through that pop-up. Choosing No action required will not add the leads to any list.

  • Under the Basic option, set the Pop-Up type to Email Collect to collect information or Call To Action if you want to drive the user to take a specific action.

  • Go to content and choose a Theme of your choice and customize the colors of various buttons in that theme.

  • Choose the Animation type you want from the dropdown menu, and set the Background Opacity using the slider below.

Customizing the Content of the Pop-Up

SendX allows you to customize the pop-up you create to best suit you and your business. This ensures maximum leads and a better relationship between you and your clients.

  • Go to the Content tab in the New Popup screen and add a suitable Title, Font Type and Font size.

  • Similarly, add an appropriate text, font type and size under Description and Button Text.

  • Under Fields, choose which field you want to add depending on the information you want the potential lead to give you. Click the Add Field button to add multiple fields.

  • Choose an image below or click Upload Image to add an image of your own. Uncheck Add Image if you don't want to add any image to your pop-up.

Setting It Up To Display On Your Website

To set your Pop-Up up to be a Content Upgrade pop-up, we need to set the Content Upgrade button up to show up on your screen.

  • Go to the Behaviour tab.

  • Check the box where it says When User Clicks On Link (Content Upgrade)

  • Copy the piece of code generated.

  • Paste that piece of code in the HTML page of your blog post or landing page where you want the Content Upgrade Button to appear.

  • Click Submit to set the pop-up.

Congratulations! You're all set to collect highly targeted leads within your content!

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