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Create Popup Forms

Both Signup Forms and Surveys can be configured as Popup Forms, meaning they will automatically appear after a customer accesses your website, ecommerce menu, or another targeted page.

Updated over 2 weeks ago
Academy Course: How to Create Pop Up Sign Up Forms 🎬

Prerequisites

Before getting started, ensure you have:

Required Permissions:

Signup forms are accessible to users with the following permissions:

  • Owner

Signup Form limits by plan:

Plan

Signup Forms Included

Loyalty Starter

10

Loyalty Pro

100

Loyalty Enterprise

500

Other Requirements:

  • Pixel Tracking implemented on your website or ecommerce menu

  • The URLs where you want your popup to appear

How to Create a Popup Form:

1. Implement Pixel Tracking

Popup Forms require Pixel Tracking in order to display on your website.

  1. Navigate to Settings > API & Tracking > Tracking Pixel Code

  2. Install the pixel snippet on your website or ecommerce menu

  3. Confirm the pixel is firing correctly

2. Create a Form

Once the pixel is installed:

  1. Navigate to Forms in your AIQ Dashboard

  2. Create either a:

    • Signup Form, or

    • Survey

3. Enable Popup Mode

  1. Open your form configuration

  2. Toggle This signup form is a popup to ON
    ​

  3. Configure the following popup settings:

Popup Configuration Settings

Display Trigger

We recommend using a delay or interaction-based trigger so your popup is not flagged as spam by Google or other search engines.

Show on Page Load

  • Popup appears automatically when the page loads

  • If no delay is set, it will show instantly

Recommendation:
Set a delay of at least 10–15 seconds to avoid poor user experience and SEO impact.

Show on Click

Popup triggers after user interaction.

Example settings:

  • Show after 2–3 clicks (optimal)

  • Add a delay after the click event (e.g., show 2 seconds later)

Show on Scroll

Popup appears after the user scrolls.

Recommendations depend on content length:

  • Short pages: trigger after 1–2 seconds

  • Longer pages: trigger after 5–10 seconds

Show on Exit

Popup appears when a user signals they may be leaving your site.

⚠️ Note: Do not combine exit intent with a time delay, since the user may already be gone before it displays.

Display Frequency

This controls how often users see the popup and helps balance conversions with user experience.

Don’t Show Again After Form Submit

We strongly recommend enabling this.

  • Once someone completes the form, they will not see it again.

Show Again After Closing

If a user dismisses the popup, you can set how long before it appears again.

Recommended ranges:

  • Standard forms: 3–7 days

  • Time-sensitive campaigns: 1–2 days

  • Non-urgent forms: 7–10 days

Targeting

Targeting allows you to control exactly where your popup form appears.

You can:

  • Include specific URLs

  • Exclude specific URLs

⚠️ Important: Targeting rules use OR logic.
If any Include condition matches (and no Exclude condition matches), the popup will display.

Targeting Examples

Show Only on Your Homepage

  • Include URLs → Is exactly → aiq.com

Show on Any Page of Your Site

  • Include URLs → Contains → aiq.com

Show on All Menu Pages

  • Include URLs → Contains → aiq.com/menu

This will display the popup on all pages with that prefix.

Show on Menu Pages, But Exclude Checkout Flow (Recommended)

Include:

  • Include URLs → Contains → aiq.com/menu

Exclude:

  • Exclude URLs → Is exactly → aiq.com/menu/cart

  • Exclude URLs → Is exactly → aiq.com/menu/checkout

This helps avoid disrupting conversions during purchase.

FAQ

What are the best popup form settings for my specific site and customer base?

The recommendations above provide strong baseline defaults.

To optimize performance, we recommend A/B testing different:

  • Delays

  • Trigger conditions

  • Designs

  • Targeting rules

If my ecommerce menu is an iFrame, will popup triggers still work?

Yes, popup triggers (scroll, click, exit intent) can work within an iFrame.

However, if the iFrame is hosted on a different domain, browser security policies may restrict event detection.

Example:
​mainurl.com cannot access events inside an iFrame hosted on subdomain.com

We recommend testing your popup setup directly.

Can I create multiple popup forms on different pages?

Yes.

Since the pixel is installed once per Company, forms will display based on URL targeting.

To run multiple forms:

  • Ensure each form has proper Include/Exclude URL rules

  • Avoid overlapping targeting unless intentional

How does “Show on Exit” work?

Exit intent is detected using standard methods across web and mobile, including:

  • Visibility change (tab switching)

  • Scrolling near the top of the page

  • Touch gestures (upward swipes near the top)

⚠️ Exit intent is not perfect, so occasional false positives may occur.

Need Help?

If you need help configuring Popup Forms, reach out to AIQ Support anytime via the chat widget within your AIQ Dashboard.

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