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:

Go to Prompts > New Prompt (+ sign).

Select “Desktop and Mobile” then choose “Pop-up”.

Add a name and description.

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.

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

Set a limit (optional).

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

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

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

Click Edit to open the designer and tweak styles, copy, and layout.

Design the prompt: Customize colors, text, buttons, and images. Preview updates live. For sample background images, download this ZIP file.

Preview your prompt: Once saved, preview your pop-up on your live site to ensure it looks and behaves as expected.

When you’re happy with your design, click Save, then set the status to Start. Your pop-up is now live.

Test the prompt: Before full rollout, validate your pop-up using test users. See the test users guide for step-by-step instructions.