Creating campaigns

A campaign is created in four steps: Type → Design → Targeting → Publish. You can leave at any point and come back: every step is saved.

Step 1 — Type

Click New campaign, give the campaign a name (visitors never see it), optionally add tags, then choose how it appears on the page.

Step 1: name, tags and campaign type.
Step 1: name, tags and campaign type.
TypeBest for
Center ModalClassic opt-in popup with a dimmed backdrop: welcome offers, newsletters, lead magnets.
Slide-inA discreet card sliding in from the corner: blog subscriptions, soft nudges.
Sticky BarA bar pinned to the top or bottom of the page: announcements, free-shipping or flash-sale messages.
Full PageA full-screen takeover for high-impact moments such as launches or Black Friday.
Inline (Embedded tab)A form placed inside the page content instead of on top of it.

You then pick a template: 35 ready-made designs grouped by goal (e-book / lead magnet, discount / coupon, newsletter, webinar / event, exit intent, seasonal, free trial / demo), or a blank canvas. Every template is fully editable in the next step.

Step 2 — Design

The visual editor opens with your template. See The visual editor and Multi-step popups.

Step 3 — Targeting

Decide on which pages, on which devices, at which moment and how often the campaign appears, and what counts as a conversion. See Targeting & triggers.

Step 4 — Publish

Review the summary, then choose how to launch:

  • Go live now: the campaign starts showing immediately.
  • Schedule: set a start and/or end date and time; the campaign switches on and off by itself.
  • Save as draft: keep working on it without showing it to anyone.
Step 4: a recap of the campaign and the launch options.
Step 4: a recap of the campaign and the launch options.

Managing campaigns

The Campaigns page lists every campaign with its type, status and performance. Filter by status, type or tag and search by name.

The campaigns list.
The campaigns list.

The campaign page

Click a campaign to open its hub. From here you can:

  • switch it Live or pause it with the toggle;
  • open the editor with Edit design;
  • see the live preview of each variant, the headline KPIs and a recap of the setup;
  • configure the actions that run on every lead;
  • move between the Overview, Analytics, Leads and Variants tabs.
The campaign hub: preview, KPIs, setup recap and actions.
The campaign hub: preview, KPIs, setup recap and actions.

Tags

Tags (for example Promo, Seasonal, Evergreen) help you organise and filter campaigns. Add them from the wizard or with the + next to the campaign title.

Duplicate, archive, delete

  • Duplicate (⋯ menu) copies settings, variants and actions. The copy starts as a draft with fresh statistics, which is handy for country versions or seasonal re-runs.
  • Delete removes a campaign that never ran. A campaign that has collected statistics is archived instead, so impressions, conversions and leads are never lost.