Classic Popup Offers - Setup Guide

With Kevy's popup offers, you are able to create targeted messages that are unique to each group of visitors that land on your webstore. So, rather than show the same pop-up to every visitor, you can use Kevy's offer segmentation rules to target anonymous visitors differently than your loyal, repeat buyers.  

There are huge benefits to personalizing your offers. Businesses that implement targeted pop-up offers have seen increases in subscriptions up to 500%. 

Getting started with Offers:

1. Click on the Offers tab under Marketing on the left hand menu. 

2. Click the green 'Create New Offer' button on the right hand side.

There are numerous settings important to note for creating a targeted offer. Here is a rundown of each setting and what it means.

    • Step 1 - Campaign. Determine which campaign you want to associate your offer. This is required so Kevy can tie revenue gained to each offer and campaign. 
    • Step 2 - Name. This is an internal-facing title so feel free to name whatever you like. 
    • Step 3 - Actively Show offer. Only click 'activate' when you are certain you are ready to publish live on your website.
    • Step 4 - Audience. Decide exactly which group of people you would like to see you offer.
    •           -  If you select identified contacts, you will be able to determine when the contacts will see the offer using our custom rules. This tab will appear in the menu bar above the offer after you select your audience type. 


  • Step 5 - Main Content. Do you want to upload an image, or use simple text? The main content will change based on this setting. 

  • Step 6 - Template. The template you select is key in differentiating offers between known customers and anonymous buyers.  You can decide if you want to request an email, or if you would simply like to provide the offer without requesting customer information. See below for quick tips/best practices on determining which template to use. 
  • Step 7 - Send email. You can create an autoresponder to follow up on any offer that is claimed on your site. This is key for continuing dialog with your visitors. Use this autoresponder to include the promo code provided in your offer. That way, if the visitor accidentally clicks out of the pop-up window, or does not wish to use it right away, they can store the offer in their inbox until they are ready to use. 
  • Step 8 - Screen position. Kevy has only 2 positions: Center and bottom right. 
  • Step 9 - Color Pallet. Select from our pre-fixed menu or customize every element of the pop-up to reflect your store and brand. 
  • Step 10 - Thank you URL. You can use the thank you URL to drive visitors to additional pages in your store. Use the offer to showcase a new product line, then when they click the thank you button, they will be directed to the page of your choice. 



To avoid overwhelming your visitors with pop-ups, you can set a priority for each pop-up you create. This will ensure the same person is not hit with multiple pop-ups, and gives you the control to select which pop-up is most important for your specific audience

  • Minimum page views to display

Pro-Tip: Typically, your visitors are more engaged after they hit the second or third page of your website. Wait to show the offer until at least the second page. By then, the customer may have seen something they are interested in, and will be far more likely to trade their email for your offer.

  • Minimum seconds before display

Pro-Tip: Don’t bombard your visitors with immediate pop-ups. Give them a few seconds to navigate the page before showing your offer.

  • Maximum times to display offer

Pro-Tip: This is set for each separate browsing session, not all-time. Keep this in mind because if you set a high number for minimum times to display, you may annoy the customer with having to exit out of the offer multiple times in their browsing session. 



If you are showing an offer to a select group of contacts, you can determine at what point they will see the offer using Offer Rules.

With the exception of the product/brand view rule, all rules can only be used for identified customers. 

However, product/brand rules are not based on unique customer order data. Instead, these two rules relate to anyone viewing a certain page. Because of this, product and brand rules can be set for both identified as well as anonymous. 

If however you add another rule to the product/brand rule, it will only work for identified. 

Example: If this offer was set using only the Product rule, both anonymous and identified could see it. Since it is combined with a monetary rule, only identified will be able to see the offer on the site. 


Quick Tips On Pop-ups

  • Visitor Settings

You don't need to require email submission for all visitors. Why? Because converted customers have already given you their email, so don't force them to repeat the same action when you already know who they are. Instead, set rules to only request an email if the visitor is anonymous.

  • Rule Settings:

After differentiating between Visitor and Customer, you can create highly personalized offers using rules. For instance, choose to only show an offer to customers that are in your VIP program. Or provide an offer to encourage conversion. If a customer looks at a certain product more than 5 times without adding to their cart.

  • Timing Settings:

When a new visitor lands on your site, it may be overwhelming to encounter a pop-up in the first few seconds. Instead, wait until the second or third page before revealing the pop-up offer. At that point, the visitor will be more engaged and may have even seen a product worth that 10% off coupon you are touting in exchange for their email.

  • Maximum Views:

Ever been bombarded by pop-ups? Even after you click the small 'x' in the top right corner, it still manages to pop up on each page you visit. With Kevy you can set parameters of how many pop-ups a visitor can see in each browsing session to protect their on-site experience.

(Get examples from: Effective pop-up offers)



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