Pop-ups are one of four prompt types in Recurly Engage, and this guide walks you through building one from scratch — targeting it with segments and triggers, styling it in the designer, and testing it before it goes live.

Available to all customers on any Recurly Engage subscription plan

1Definition 2Key benefits 3Key details

Prerequisites

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 Makes sure 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.

Start a new prompt

Go to Prompts > New Prompt (the + sign).

Choose the prompt type

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 it 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 the 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.

Open the designer

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

Design the prompt

Customize colors, text, buttons, and images — previews update live. For sample background images, download this ZIP file.

Preview your prompt

Once it's saved, preview your pop-up on your live site to make sure it looks and behaves as expected.

Save and go live

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.