Create a Popup or Sticky Bar

Pop-ups and banners are common and effective ways to drive user conversions, prevent user churn, provide on-site guidance, and collect user information. With Ptengine, you can create website pop-ups and banners as easily as building a presentation with drag-and-drop simplicity.

But it's not just about ease – you also get granular control over display timing and audience targeting to match your specific needs. Ptengine continuously tracks pop-up performance, giving you data on user interactions, conversion goal achievements, user segment characteristics, and even heatmap behavior.

Quickly Create Your First Pop-up: #

When creating a new Experience, select the "Pop-up" option. Here, you can choose to start from a blank canvas, select from specific layouts, or leverage content-rich templates to jumpstart your design.

You can use the WYSIWYG editor to design your popup like a powerpoint presentation.

Edit the popup #

Add a popup

Click the blank position of the canvas, the pop-up window setting toolbar will appear, click to adjust the pop-up window position, size, background and so on.

From the left sidebar, you can add text, pictures, videos, buttons, materials, forms, countdown and other elements.

Edit the element:

The central canvas area, where you can drag and drop the selected element to move it, or click and select the toolbar option to adjust the content, style, and click action.

Device synchronization
You can click Sync with PC at the top of your smartphone editor to quickly copy the changes on your PC canvas. If you want to change something slightly different on different devices, you can also edit it separately on both devices.

The code mode in the upper right corner can support more custom CSS or JS

Preview and release
Click Preview to see what the finished page will look like. After completing the design, click [Save].

Set up the trigger #

A good pop-up should be displayed to users at the most appropriate moment. In the settings interface, you can select different triggers, such as when a user intends to leave the page, after a certain time on the page, when a user scrolls to a specific point on the page, or after a period of inactivity.

On the other hand, you also need to pay attention to setting the timing to stop displaying the pop-up to avoid overwhelming users. Once a user has interacted with your pop-up to a certain extent, or has seen it a sufficient number of times, you can choose to stop displaying it to that user. Setting a display frequency is also crucial to prevent overwhelming users, ensuring the same pop-up is not repeatedly shown to the same user within a certain timeframe.

Set up the page condition #

On this screen, you can specify the scope of the pop-up display. For pop-ups, all pages of the site are displayed by default, but you can also choose to display on specific pages. You can match the page you want to display by including, not including, head matching, dnc match, exat match, and RegEx.

You can target pop-ups to specific users to deliver the optimal experience. You can filter users based on the following criteria:

User Behavior: Filter based on whether users have visited key pages (e.g., Thank You page URL after successful purchase), completed a specific key action, or their visit frequency.

Visit profiles: Filter based on user traffic source, advertising information, region, device type, and other visit attributes.

User Tags: Filter based on user tag attributes such as Email, Age, Preferences, Membership Level, etc. *This requires you to bury the user identification code, you can send the user information to us to understand the Identify code.)

Publish the popup #

After all Settings are completed, check the "Release" section to confirm, and click the "publish now" button to complete the publish.

How to check the report #

After the popup is published, Ptengine will continue to collect data for you, and you can see in the report how many people have been reached, how many people have interacted with the popup, how many people have achieved the goals you set, as well as the length of stay of the people who have been reached, the number of pages visited, and the bounce rate.

Check the performance by segmentation

You can break down the popup performance of different users by device, source, advertising message, region, user tag, etc., to find out which type of users have a higher interaction rate or goal achievement rate for your popup.

Check the user behavior when the popup approaching users with heatmap

Through the heat map, you can also further view the behavior of the user reached by the popup on the current page, or the downstream page of the popup.