SendBeam

Pop-ups

As many pop-ups as you like, each with its own form, targeting, trigger and wording.

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Adding one

Settings → SendBeam → Pop-ups. Each one has a form, a headline, a line of copy, where it shows, how it opens and how long it stays away once dismissed. Add as many as you want.

The headline matters more than it looks. A pop-up arrives over whatever someone was reading with no page around it to explain itself; two fields and a button give them no reason to fill it in.

Styles

Each pop-up has a Style, and each style takes the colours you set for the form, so it looks like the rest of your site rather than like something bolted on. On a phone every one of them becomes a sheet that rises from the bottom of the screen.

  • Split — a picture down one side and the words beside it. The default, and without a picture the side panel is your accent colour.
  • Editorial — centred, a serif headline and a short rule, with a No thanks link for people who would rather not.
  • Bold — your accent colour is the whole card, type reversed out of it.
  • Slide — a small card in the bottom corner with no dimming behind it, so the page stays readable while it is open.

The fields beside it fill the style in:

  • Image — the panel on Split, the thumbnail on Slide. Pick from the media library; it has to be served over https.
  • Eyebrow — the small line above the headline, up to 40 characters. On Bold it is drawn as a pill.
  • Button label — up to 30 characters. Subscribe when you leave it empty.
  • Show subscriber count — adds "Joined by N readers", counted from the list the form adds to. It stays hidden until the number is big enough to be worth saying.

Targeting

Rules are ordered, and the first one that matches a page wins. Nothing else is shown, so two pop-ups can never argue over the same visitor. Put the specific rules above the general ones.

  • Every page
  • Home page only
  • Single posts
  • Pages
  • Pages whose address contains… — any text, matched anywhere in the path, so /pricing catches /pricing/ and /pricing/plans.

A common pair: a discount offer on single posts by exit intent, and a gentler newsletter prompt everywhere else on scroll. The posts rule goes first, so a post gets the offer rather than both.

Triggers

  • After a delay — a number of seconds. Zero opens it as soon as the page loads, which is usually a mistake.
  • When they scroll far enough — a percentage of the page. Around 60% means they have read most of it.
  • When they move to leave — exit intent, bound only where there is a real pointer, so it cannot misfire on a phone.
  • From a floating button — a small button fixed to the corner, with your label.
  • Only from a button I place — nothing automatic; see below.

How often someone sees it

After it is closed decides how long the pop-up stays away: a day, a week, never again, or show it every visit. A submission counts as a close, so nobody who has just subscribed is asked again.

This is remembered in the visitor's own browser, so it is per person and per device, and clearing site data resets it. It applies to every automatic trigger. A button someone deliberately presses always opens the form — they asked for it.

Opening one from a button

Give any element data-sendbeam-open="<form id>", or use [sendbeam_popup_button label="Subscribe"]. The loader is added to pages carrying such a button even where the pop-up does not appear by itself.

Stuck, or found a gap? Ask in the community — questions, tips and every release note, with this page as the source of truth.