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A popup is a small on-site experience that asks a visitor for something and turns the answer into a contact in Senderz. It runs on your storefront, not inside Senderz, and it is built as a sequence of steps rather than a single card. Everything a popup collects lands on the contact record: email, phone, quiz answers, custom properties. What you are then allowed to send that person is decided separately, by their consent. See Consent.
The popup builder is a desktop screen. On a phone or a narrow window it shows Open on a larger screen instead of the canvas.

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The four other popup pages

This page covers what a popup is and how the builder works. The rest is split out.

Blocks and styling

The block palette, block padding and backgrounds, containers and forms, shared workspace styles, the coupon reward block and element actions.

Targeting and display

Who sees it, when it fires, timing rules, priority, frequency, schedule, devices, the custom trigger and UTM capture.

Installing on your store

How the runtime reaches your storefront on Shopify, WordPress and Konimbo, and what is not supported where.

Testing and analytics

Pre-launch checks, content advice, A/B variations, the step funnel and the conversion numbers.

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Create one

1

Press New popup

On Popups, New popup opens the starter gallery. There is no blank canvas by default, because a one-card popup converts worse than a short sequence.
2

Pick a goal

The gallery filters by goal: Email capture, Email and phone, SMS capture, Spin to win, Scratch card and Segmenting question. Each starter is a real multi-step popup with a teaser and a success step.
3

Or start from blank

Start from blank is there if you want to build the sequence yourself.
4

It opens already branded

Whichever you pick, it is created with your Brand Kit colours and fonts applied, then opens straight into the builder.

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The builder

Opening a popup takes over the whole screen. The sidebar and topbar are gone, so the four rows below are all there is.

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The header

Left to right: Back to list, the popup name (click it to rename it inline), the status chip, the save indicator, and Publish or schedule. The status chip is also a menu. Live shows the popup on your store, Paused stops it and keeps everything as it is, and Draft keeps it private until it is ready. If you gave the popup a publish window it reads Scheduled or Ended instead, which are the window around a live status rather than statuses you set. There is no Save button. Edits autosave about one and a half seconds after you stop, and the indicator reads Saving, then Saved. It reads Unsaved changes while you are mid-edit and Save failed if a save did not go through. Leaving with unsaved work asks you first.

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The step bar

Across the top, centred, with Undo and Redo pinned at the start of the row. The bar always reads in the same order: the Teaser tab first, then your content steps, then the + button, then Success last.
  • Teaser is the small button that stands in for the popup. If you have not added one, the first tab is a dashed + Teaser instead. Its own menu has Remove teaser.
  • Content steps drag to reorder. Click one to select it and open its settings. Double-click the tab to rename it in place.
  • Each step’s … menu has Rename, Clone, Move left, Move right and Delete. Deleting asks for confirmation, and you cannot delete the last remaining content step.
  • Success is fixed last. It cannot be moved or deleted. If a popup somehow ends up with two success steps, the earlier one becomes an ordinary message step.
A small dot on a step tab means This step is not fully configured. It appears only for structural problems, never for style advice. The reasons are listed in that step’s settings panel:

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The rail

Four icons down the side. One panel is open at a time, and these four are the only popup-level settings. Block settings are not on the rail. You reach them by clicking the block on the canvas, and closing that panel returns you to whichever rail tab was open.
A palette entry that is greyed out with a lock tells you why. The phone field is locked until the SMS channel is on with an approved Sender name, and a step that already has a form block cannot take a second one.

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The canvas

The popup renders in the middle, in a mock browser frame. Click a block to select it, which opens its settings. Blocks that carry text, including button labels and consent copy, go straight into editing where they sit, so you type on the canvas rather than in a side field. Escape or a click on empty canvas deselects. Four preview modes sit above the canvas:

Desktop

The desktop layout at full size.

Mobile

The mobile layout. Editing here is what creates a separate mobile layout.

Desktop and mobile

Both side by side, for comparing them.

All steps

Every step in a row, so you can see the sequence. Click one to jump to it.
A mode you cannot use is disabled and says This popup targets a single device. A mobile-only popup has no desktop view to open, and no side-by-side view either. Change the popup’s device targeting to unlock it.

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Steps

A popup holds up to 12 steps, plus the success step. Each step has its own elements, its own layout and its own kind. The kind is what the step is for. It decides which block the step is built around and what the builder warns you about. Popups built before the step kinds existed may carry a single legacy step that holds several fields at once. It keeps working. New steps use the kinds above.

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Adding a step

The + in the step bar opens a menu with up to three groups. Start empty is the list above. The new step lands after whichever step you have selected. Opening display appears only while the first content step is selected, and holds the engagement kinds: Quiz, Micro-commitment, Spin wheel, Scratch card, Mystery box and Education. Those insert at the very front of the popup, because their whole job is to earn attention before you ask for an address. Copy design from step lists your existing content steps by number. Picking one drops a full copy of it, elements, layout and styling included, at the normal insert position. The per-step Clone does the same thing but places the copy directly after its source.
A copy is structurally identical to its source, so a copy of a valid step is always valid. Copying is the fastest way to keep several capture steps looking the same.

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One field per capture step

Email capture, Phone capture, Name capture and Custom field steps take exactly one input each. Drop a second onto one and the builder refuses it with This step captures one field only. Add another step to collect a second field. The rule is enforced when the popup is saved as well, so it cannot be worked around. This is the point of the multi-step model. Asking for one thing per screen is what makes a two-field popup convert better than a two-field form. If you want an email and a phone number, use two steps. The Email then phone starter is exactly that.

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Step layouts

Each step carries a layout, set in its settings panel:
  • Default stacks the blocks.
  • Split moves the first image on the step into its own column beside the rest of the content. If that would leave either column empty it falls back to a single column.
  • Full bleed removes the popup card’s own padding for that step only. It does not touch block padding.
Desktop and mobile each get their own layout choice.

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Desktop and mobile

A step has one set of content until you edit it in Mobile preview. Up to that point the mobile view simply renders the desktop content, and the mobile section of the step settings says The mobile layout inherits from desktop. Editing here creates a separate layout. The first mobile edit takes a snapshot. From then on the step reads This step has its own mobile layout, and the two are independent.
A separate mobile layout is never re-synced. Add a field on desktop afterwards and it will be missing on mobile, with nothing on screen to say so. Reset to desktop in the step’s Mobile section throws the mobile layout away and goes back to inheriting. Check the mobile preview after any structural change, and read the pre-launch checks, which report the failing layout by name.
By default, submitting the popup is the opt-in. A visitor who types an email and presses the button is subscribed for email, and a visitor who types a phone number is subscribed for SMS. Adding a Consent block changes that. Each consent block carries exactly one channel, email, SMS or WhatsApp, and an unticked box blocks that channel. The visitor still becomes a contact and still joins any list the submit button names, but the channel they did not tick stays unsubscribed. WhatsApp is never implied. It only ever comes from an explicit, unticked box, and it is triple-gated: WhatsApp has to be set up in the workspace, the popup’s own WhatsApp opt-in has to be on, and the visitor has to tick the box with a phone number present.
Joining a list is not consent. The submit button can put the profile on a list, and the builder says so in the field’s own hint. What you may then send them is still decided by their email and SMS consent.
Consent block settings are covered in Blocks and styling. The wider rules are in Consent and Israeli compliance.

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Closing and the teaser

Both live in the rail, under Popup styles and Targeting and display.

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The close button

Three behaviours: The icon itself is styleable: shape, side, colour, size, thickness, background, border and distance from the edges. Click outside form to close is a separate setting, one switch for desktop and one for mobile, both on by default. It is hidden on display types that paint no backdrop, because there is no background to click: fullscreen, banner, sticky bar and floating. Hiding the close entirely overrides it, and the setting says so.

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The teaser

The teaser is the small button that stands in for the popup. Select the Teaser tab in the step bar to open its own panel. You can set its style (rectangle, circle or corner), size, position on a three-by-three grid of anchors, margins, text, font, colour, background colour or image, corner radius, shadow, an image or icon and where it sits, and whether the teaser itself has a close icon. A corner teaser is clamped to a real corner, and the panel says why the other anchors are off. Its Display settings decide when it appears:
  • Show after form is closed is the default. The teaser reopens the popup once a visitor closes it.
  • Show before displaying form puts the teaser up about two seconds after the page loads, so a visitor can open the popup themselves.
  • Show before displaying form and after form is closed does both.
A teaser can only ever open the popup earlier. It never suppresses the popup’s own trigger, so a popup with an exit-intent rule still fires on exit intent whether or not the visitor touched the teaser.
The teaser can also be limited to All devices, Desktop or Mobile. It never widens the popup’s own device targeting, so a popup that does not serve on a device shows no teaser there either. Tablets count as desktop.

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Games of chance

Three game steps exist: Spin wheel, Scratch card and Mystery box. You define the prizes and each prize’s chance.

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The Israeli disclaimer

Adding a Spin wheel or a Scratch card opens a legal warning first. It says a prize wheel or a scratch action may count as a game of chance under Israeli Penal Code section 224, and that it may only be lawful if:
  • Participation is completely free.
  • No purchase is required to take part.
  • All prizes are predefined and the odds are visible.
  • No ticket or token has to be bought.
You have to tick three confirmations before Continue anyway unlocks. The dialog also offers a one-click Switch to Mystery Discount, which swaps the step for a Mystery box, the same lead capture without the game-of-chance element. The swap works both when you are adding the step and when you already have a wheel or scratch block on the canvas. Senderz takes no responsibility for non-compliant use, and legal advice is recommended. A Mystery box carries no disclaimer.

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The prize is decided by Senderz, not the browser

When a visitor plays, the result is drawn on the server against the chances you set, and the draw is bound to a one-shot token. The browser cannot pick its own prize. Codes are never readable before they are earned. The popup data your storefront receives has every coupon code stripped out of it, and the draw result names the prize the visitor won without carrying its code. The code itself is only delivered once they submit.

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After a submission

A submission does several things at once.
Email, phone, name, quiz answers and any custom fields are written to the contact. Values route to the right contact field or to a custom property, depending on which property the field is mapped to.
If the submit button names a list, the profile joins it. Again, that is membership, not consent.
Each answer on a question step can point at a segment. Answering puts the contact in it, so a later automation can branch on what they picked. See Segments.
A new contact starts any contact created automation. Joining a list starts list joined automations. Every popup submission also fires a popup submission event carrying the popup, the A/B variation and the answers, so you can build one automation per popup.
Show on screen puts the coupon on the final step. Send by email hides it and lets a welcome automation deliver it instead, which requires a required email field on the popup.
The popup itself sends nothing. The welcome email, the tags and the branching are an automation. The Publish panel links straight to it under What happens after submit. See Automations and Coupons.

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Limits

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Managing popups

The Popups list shows every popup as a card with a live preview of its first step, plus totals for popups, live popups, impressions and average conversion rate. Filter by All, Live, Paused or Draft, or search by name. Each card’s … menu has Edit, Duplicate, Analytics, Pause or Resume, and Delete. Duplicate gives you a copy to change without touching a popup that is already running.

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Embedded forms

For a form that sits in your page rather than over it, use an embedded form instead of a popup. Add a form to your page marked as a Senderz form with your workspace ID and API key, and include the Senderz form script. Submissions upsert the contact, subscribe email, and start contact created and list joined automations.
Protect embedded forms with an origin allowlist under Settings, Embedded Forms. An empty list accepts submissions from anywhere. A configured list rejects submissions from any other origin.
See Embedded forms for the snippet and the Forms API for the endpoint.