CMS- How to Personalise Pop-Ups | CMS - How to Personalise Pop-Ups

Personalised pop-ups allow you to deliver more relevant, targeted messages to the right users at the right time. Using Personas, you can customise pop-up banners to reflect a visitor’s location or browsing behaviour.

For example:

• Show visitors from specific countries that your admissions team is touring in their region.
• Display a downloadable Financial Aid Guide to users browsing your Scholarships page.

This article walks you through how to create and personalise pop-ups using personas.

1. Create your Pop-Up Template

Start by going to the page you'd like to add your personalised pop-up to show on. For most pop-ups, your homepage will make the most sense. You can also create your pop-up on a test page while you're building it before adding it to your final page or pages.  

• Go to any area on the page where you see a yellow + circle that allows you to add a feature. Click the button.
• Give your Feature a name such as Pop-up Country
• Under Feature Type, select a Text and then Save.
• Click the pencil on your new text feature to open it up. Edit your pop-up by adding your content, text, links, photos, etc. 
• In Feature Settings, add site-opened-popup to the Custom CSS Class. This class ensures your feature displays as a pop-up on the site.
• Click Save and return to your page to preview your pop-up. 

2. Hide Your Template Version

Once you're happy with the design and layout, this pop-up will serve as your template for personalisation only, so you'll want to hide it. 

• Click the pencil icon to return to the pop-up settings.
• Under the Settings, scroll to Visibility and check both:

1. Do you want to hide this feature on desktop?
2. Do you want to hide this feature on mobile?

• This now acts as your non-personalised template.

3. Add Personalisation

Now you can begin to personalise your pop-up for different scenarios. For this example, we’ll personalise with a country-based persona.

• Find your Feature in the Feature Manager.
• In Edit Mode, click + Personalisation.
• Enter a Version Name to identify this personalised pop-up.

• (Optional) Add a Version Tag, such as Location, to help with organisation.
• Under Personas, select your country-based persona. Visit our Knowledge Base to learn how to create a country-based persona.
• Click Add to create the personalised version.

• If you've followed the steps above, your new personalised pop-up will be hidden from everyone except for those who match your personalised criteria.
• You can repeat this process for as many personas as required. To do so, go back to your original feature via the Feature Manager.

Summary

With personalised pop-ups, you can:

• Deliver tailored messages to personas based on their specific criteria.
• Support recruitment tours in different countries.
• Provide users with resources based on the pages they're browsing.

This creates a more relevant user experience and increases engagement with your key content. A win-win!

If you’d like help setting up your first personalised pop-up, just let us know — we’re always happy to assist.

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