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Create a pop-up

Steps to create and configure a pop-up prompt in Recurly Engage, from initial setup to live deployment.

Overview

Required plan

This feature or setting is available to all customers on any Recurly Engage subscription plan.

Prerequisites & limitations

  • You must have Company, App Administrator or App member permissions in Recurly Engage.

Definition

A pop-up is a modal prompt that appears over your site’s content to deliver messages, offers, or calls to action. Pop-ups are one of four prompt types available in the Prompts console.

Key benefits

  • High visibility: Ensures critical messages capture user attention.
  • Targeted delivery: Combine with segments and triggers to reach the right audience.
  • Easy customization: Design, schedule, and limit frequency—all within the console.

Key details

In this guide, you’ll create a browser pop-up. To start:

  1. Go to Prompts > New Prompt (+ sign).
  1. Select “Desktop and Mobile” then choose “Pop-up”.
  1. Add a name and description.
  1. Add one or more segments

Use segments to control who sees the prompt. For testing, add the Test Users segment so you can preview as a specific user group.




  1. Add a trigger: Define when and where the pop-up appears. Selecting All Pages shows it to every visitor.



  1. Set a limit (optional).

Control how many times or how many users can see the pop-up by choosing from available limit types.


  1. Set a schedule (optional): Schedule start and end dates or times for your pop-up campaign.

  1. Set an action (optional): Redirect users after they interact with the pop-up by configuring Website Actions.

  1. Click Edit to open the designer and tweak styles, copy, and layout.
  1. Design the prompt: Customize colors, text, buttons, and images. Preview updates live. For sample background images, download this ZIP file.
  1. Preview your prompt: Once saved, preview your pop-up on your live site to ensure it looks and behaves as expected.

  1. When you’re happy with your design, click Save, then set the status to Start. Your pop-up is now live.
  1. Test the prompt: Before full rollout, validate your pop-up using test users. See the test users guide for step-by-step instructions.

Updated 9 days ago