---
updatedAt: 2026-09-18T18:59:49.000Z
agentTools:
  siteIndex: https://docs.recurly.com/llms.txt
  projectIndex: https://docs.recurly.com/recurly-engage/llms.txt
---

# Create a pop-up

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

<div class="rp-page">
  <div class="rp-overview">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.</div>
  <div class="rp-plan"><i class="fa-solid fa-key" aria-hidden="true"></i> Available to all customers on any Recurly Engage subscription plan</div>
  <div class="rp-toc">
    <a class="rp-toc-pill" href="#definition"><span class="rp-toc-num">1</span>Definition</a>
    <a class="rp-toc-pill" href="#key-benefits"><span class="rp-toc-num">2</span>Key benefits</a>
    <a class="rp-toc-pill" href="#key-details"><span class="rp-toc-num">3</span>Key details</a>
  </div>
</div>

### Prerequisites

<ul class="rp-list">
  <li>You must have <strong>Company</strong>, <strong>App Administrator</strong>, or <strong>App Member</strong> permissions in Recurly Engage.</li>
</ul>

# Definition

<div class="rp-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.</div>

# Key benefits

<div class="rp-benefits">
  <div class="rp-benefit">
    <div class="rp-benefit-icon"><i class="fa-solid fa-eye" aria-hidden="true"></i></div>
    <strong>High visibility</strong>
    <span>Makes sure critical messages capture user attention.</span>
  </div>
  <div class="rp-benefit">
    <div class="rp-benefit-icon"><i class="fa-solid fa-bullseye" aria-hidden="true"></i></div>
    <strong>Targeted delivery</strong>
    <span>Combine with segments and triggers to reach the right audience.</span>
  </div>
  <div class="rp-benefit">
    <div class="rp-benefit-icon"><i class="fa-solid fa-paintbrush" aria-hidden="true"></i></div>
    <strong>Easy customization</strong>
    <span>Design, schedule, and limit frequency — all within the console.</span>
  </div>
</div>

# Key details

In this guide, you'll create a browser pop-up.

<div class="rp-steps">
  <div class="rp-step">
    <div class="rp-step-num">1</div>
    <div><h4>Start a new prompt</h4><p>Go to <strong>Prompts > New Prompt</strong> (the + sign).</p></div>
  </div>
</div>

<Image src="https://files.readme.io/c46f2ae-Screenshot_2024-05-23_at_16.31.29.png" align="center" width="75%" border={true} />

<div class="rp-steps">
  <div class="rp-step">
    <div class="rp-step-num">2</div>
    <div><h4>Choose the prompt type</h4><p>Select <strong>Desktop and Mobile</strong>, then choose <strong>Pop-up</strong>.</p></div>
  </div>
</div>

<Image src="https://files.readme.io/66c5557-Screenshot_2024-05-23_at_16.32.40.png" align="center" width="75%" border={true} />

<div class="rp-steps">
  <div class="rp-step">
    <div class="rp-step-num">3</div>
    <div><h4>Add a name and description</h4></div>
  </div>
</div>

<Image src="https://files.readme.io/6d1cd5a-Screenshot_2024-05-23_at_16.34.02.png" align="center" width="75%" border={true} />

<div class="rp-steps">
  <div class="rp-step">
    <div class="rp-step-num">4</div>
    <div><h4>Add one or more segments</h4><p>Use segments to control who sees the prompt. For testing, add the <strong>Test Users</strong> segment so you can preview it as a specific user group.</p></div>
  </div>
</div>

<Image src="https://files.readme.io/c389c63-Screenshot_2024-05-23_at_16.35.19.png" align="center" width="75%" border={true} />

<Image src="https://files.readme.io/9acb5c6-Screenshot_2024-05-23_at_16.36.08.png" align="center" width="75%" border={true} />

<Image src="https://files.readme.io/8b788cc-Screenshot_2024-05-23_at_16.37.00.png" align="center" width="75%" border={true} />

<Image src="https://files.readme.io/74f4509-Screenshot_2024-05-23_at_16.37.51.png" align="center" width="75%" border={true} />

<div class="rp-steps">
  <div class="rp-step">
    <div class="rp-step-num">5</div>
    <div><h4>Add a trigger</h4><p>Define when and where the pop-up appears. Selecting <strong>All Pages</strong> shows it to every visitor.</p></div>
  </div>
</div>

<Image src="https://files.readme.io/035de64-Screenshot_2024-05-23_at_16.38.49.png" align="center" width="75%" border={true} />

<Image src="https://files.readme.io/7bfe1b7-Screenshot_2024-05-23_at_16.39.44.png" align="center" width="75%" border={true} />

<Image src="https://files.readme.io/371bb5f-Screenshot_2024-05-23_at_16.40.39.png" align="center" width="75%" border={true} />

<Image src="https://files.readme.io/21823b1-Screenshot_2024-05-23_at_16.41.38.png" align="center" width="75%" border={true} />

<div class="rp-steps">
  <div class="rp-step">
    <div class="rp-step-num">6</div>
    <div><h4>Set a limit (optional)</h4><p>Control how many times, or how many users, can see the pop-up by choosing from the available limit types.</p></div>
  </div>
</div>

<Image src="https://files.readme.io/f44ce1a-Screenshot_2024-05-23_at_16.43.11.png" align="center" width="75%" border={true} />

<Image src="https://files.readme.io/ecd3c1c-Screenshot_2024-05-23_at_16.44.28.png" align="center" width="75%" border={true} />

<div class="rp-steps">
  <div class="rp-step">
    <div class="rp-step-num">7</div>
    <div><h4>Set a schedule (optional)</h4><p>Schedule start and end dates or times for your pop-up campaign.</p></div>
  </div>
</div>

<Image src="https://files.readme.io/3ea543f-Screenshot_2024-05-24_at_16.13.26.png" align="center" width="75%" border={true} />

<Image src="https://files.readme.io/8779e53-Screenshot_2024-05-24_at_16.14.16.png" align="center" width="75%" border={true} />

<div class="rp-steps">
  <div class="rp-step">
    <div class="rp-step-num">8</div>
    <div><h4>Set an action (optional)</h4><p>Redirect users after they interact with the pop-up by configuring <strong>Website Actions</strong>.</p></div>
  </div>
</div>

<Image src="https://files.readme.io/2d57a20-Screenshot_2024-05-24_at_16.16.39.png" align="center" width="75%" border={true} />

<Image src="https://files.readme.io/e353f8a-Screenshot_2024-05-24_at_17.13.47.png" align="center" width="75%" border={true} />

<div class="rp-steps">
  <div class="rp-step">
    <div class="rp-step-num">9</div>
    <div><h4>Open the designer</h4><p>Click <strong>Edit</strong> to open the designer and tweak styles, copy, and layout.</p></div>
  </div>
</div>

<Image src="https://files.readme.io/e5df649-Screenshot_2024-05-24_at_17.15.01.png" align="center" width="75%" border={true} />

<div class="rp-steps">
  <div class="rp-step">
    <div class="rp-step-num">10</div>
    <div><h4>Design the prompt</h4><p>Customize colors, text, buttons, and images — previews update live. For sample background images, download <a href="https://docs.redfast.com/images/samples.zip" target="_blank">this ZIP file</a>.</p></div>
  </div>
</div>

<Image src="https://files.readme.io/67fe571-Screenshot_2024-05-24_at_17.20.04.png" align="center" width="75%" border={true} />

<div class="rp-steps">
  <div class="rp-step">
    <div class="rp-step-num">11</div>
    <div><h4>Preview your prompt</h4><p>Once it's saved, preview your pop-up on your live site to make sure it looks and behaves as expected.</p></div>
  </div>
</div>

<Image src="https://files.readme.io/23d54d9-Screenshot_2024-05-24_at_17.23.01.png" align="center" width="75%" border={true} />

<Image src="https://files.readme.io/d5b09d4-Screenshot_2024-05-24_at_17.23.34.png" align="center" width="75%" border={true} />

<div class="rp-steps">
  <div class="rp-step">
    <div class="rp-step-num">12</div>
    <div><h4>Save and go live</h4><p>When you're happy with your design, click <strong>Save</strong>, then set the status to <strong>Start</strong>. Your pop-up is now live.</p></div>
  </div>
</div>

<Image src="https://files.readme.io/72e4d57-Screenshot_2024-05-24_at_17.24.40.png" align="center" width="75%" border={true} />

<div class="rp-steps">
  <div class="rp-step">
    <div class="rp-step-num">13</div>
    <div><h4>Test the prompt</h4><p>Before full rollout, validate your pop-up using test users. See the <a href="https://docs.recurly.com/recurly-engage/docs/test-users" target="_blank">test users guide</a> for step-by-step instructions.</p></div>
  </div>
</div>

# Sibling pages

* [Overview: Recurly Engage](https://docs.recurly.com/recurly-engage/docs/overview-recurly-engage.md)
* [Recurly Engage setup](https://docs.recurly.com/recurly-engage/docs/setup-your-app.md)
* [Invite users](https://docs.recurly.com/recurly-engage/docs/invite-users.md)
* [Sync user traits](https://docs.recurly.com/recurly-engage/docs/sync-user-traits.md)
* [Activate prompts](https://docs.recurly.com/recurly-engage/docs/activate-prompts.md)
* [Recurly Engage javascript tag](https://docs.recurly.com/recurly-engage/docs/add-the-redfast-tag.md)
* [Create an experiment](https://docs.recurly.com/recurly-engage/docs/create-an-experiment.md)