User Engagement

Use popup widgets to engage users at critical moments — onboarding, exit intent, and product announcements. These widgets don't necessarily collect feedback; they deliver messages and prompt user action.

Welcome Message

Guide new users to key features with a timed popup that appears during their first visit.

Setup

1. Go to Widget Builder → Create Widget
2. Choose the Feedback template (or customized)
3. Set widget type to Popup
4. Customize the message: "Welcome! Here are 3 things to try first..."
5. Add a call-to-action button linking to your getting-started guide
6. Set trigger rules:
   • Timing: Show after 5 seconds
   • Page targeting: Dashboard or home page
   • Frequency: Once per user (first visit only)
7. Publish and embed

Tips

• Keep the message short and actionable — one clear next step
• Target the dashboard or main app page after login
• Set frequency to once per user so it doesn't repeat for returning users
• Link to your onboarding flow or getting-started documentation

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Exit-Intent Discount

Detect when a user is about to leave and present a last-chance offer.

Setup

1. Create a new widget with the Contact template
2. Set widget type to Popup
3. Customize the heading: "Wait! Here's 10% off your first month"
4. Add a field for email capture, or just show the discount code
5. Set trigger rules:
   • Exit intent: Trigger when cursor moves toward browser close
   • Page targeting: Cart, pricing, or checkout pages
   • Frequency: Once per user per 14 days
6. Publish and embed

Tips

• Show the value immediately — lead with the discount, not a question
• Target high-intent pages (cart, pricing) where the user is close to converting
• Combine with a minimal form (email only) to capture the lead even if they leave
• Route email captures to your Leads workflow for follow-up

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Announcement Banner

Grab attention for product launches, feature updates, or maintenance notices.

Setup

1. Create a new widget
2. Set widget type to Popup
3. Customize the message with your announcement
4. Add a call-to-action button (e.g., "Learn More", "Try It Now")
5. Set trigger rules:
   • Timing: Show immediately (0 second delay)
   • Page targeting: All pages, or specific sections
   • Frequency: Once per user (or until a specific date)
6. Publish and embed

Tips

• Use for product launches, feature announcements, or scheduled maintenance
• Set a time-limited frequency so it only shows during the announcement period
• Link the CTA to a blog post or changelog with more details
• Use on your homepage for maximum visibility

Measuring Engagement

Even though engagement widgets are often message-first, you can still measure their impact:

• View count: How many users saw the popup (visible in widget analytics)
• Interaction rate: How many clicked the CTA vs. dismissed
• Feedback responses: If the widget includes a feedback form, responses show in your inbox

Next Steps