User

Popup Campaigns

Screen guide

Before you start

Use the account and workspace that own the relevant records. The feature also needs to be enabled for this installation and plan.

Open this feature

Open /portal/popup/campaigns on your site.

Steps

Choose a task

Save changes / Save draft / Save
Approve
Decline
Reassign reviewer
Run preflight Checking...
Add field

Create or update: Save changes / Save draft / Save

Open /portal/popup/campaigns and select the record you want to work with. Its detail/edit address follows /portal/popup/campaigns/create/{type}. Use the application’s record link; do not type a placeholder such as {id}.
Find the form containing Campaign name, Website, Headline. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Use the button shown for the current state: Save changes, Save draft, Save. Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Campaign name	Enter the campaign name for this task, using the help or example shown by the form. The form’s example is Summer launch. Replace it with your own value.
Website	Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path.
Headline	Enter the headline for this task, using the help or example shown by the form. The form’s example is A customer just took action. Replace it with your own value.
Body	Enter the body for this task, using the help or example shown by the form. The form’s example is Add a short, credible message.. Replace it with your own value.
CTA label	Enter the cta label for this task, using the help or example shown by the form. The form’s example is Explore. Replace it with your own value.
CTA URL	Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. The form’s example is https://example.com/offer. Replace it with your own value.
URL contains	Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. The form’s example is /pricing. Replace it with your own value.
UTM campaign	Enter the utm campaign for this task, using the help or example shown by the form. The form’s example is summer-launch. Replace it with your own value.
Device	Choose All devices, Desktop, Mobile.
Visitor type	Choose All visitors, New visitors, Returning visitors.
Referrer contains	Enter the referrer contains for this task, using the help or example shown by the form. The form’s example is google.com. Replace it with your own value.
Language	Enter the language for this task, using the help or example shown by the form. The form’s example is en. Replace it with your own value.
Delay (seconds)	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 0.
Scroll (%)	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 0. Maximum 100.
Minimum page views	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 0.
Exit intent	Enter the exit intent for this task, using the help or example shown by the form.
Position	Choose Bottom left, Bottom right, Top left, Top right, Inline.
Animation	Choose Slide, Fade, None.
Priority	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 1.
Max displays	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 1.
Cooldown (hours)	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 0.
One campaign per session	Enter the one campaign per session for this task, using the help or example shown by the form.
Background	Choose Solid color, Gradient, Image with overlay.
Layout	Choose Card, Compact.
Base color	Enter the base color for this task, using the help or example shown by the form.
Gradient color	Enter the gradient color for this task, using the help or example shown by the form.
Text color	Enter the text color for this task, using the help or example shown by the form.
Accent color	Enter the accent color for this task, using the help or example shown by the form.
Background image	Enter the background image for this task, using the help or example shown by the form.
Image overlay (%)	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 0. Maximum 90.
Hero treatment	Choose None, Community artwork, Product spotlight, Editorial mesh, Soft glow.
Hero image	Enter the hero image for this task, using the help or example shown by the form.
CTA style	Choose Solid button, Outline button, Text link.
Border style	Choose No border, Solid, Dashed.
Border width	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 0. Maximum 8.
Border color	Enter the border color for this task, using the help or example shown by the form.
Corner radius	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 0. Maximum 40.
Depth	Choose Flat, Soft, Strong.
Font size	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 12. Maximum 22.
Show close button	Enter the show close button for this task, using the help or example shown by the form.
Review quote	Required. Enter the review quote for this task, using the help or example shown by the form. The form’s example is The setup was quick and the result was clear.. Replace it with your own value. Maximum 600 characters.
Customer name or attribution	Required. Enter the customer name or attribution for this task, using the help or example shown by the form. The form’s example is Taylor R., Operations. Replace it with your own value. Maximum 120 characters.
Rating	Required. Choose 5 / 5, 4 / 5, 3 / 5, 2 / 5, 1 / 5. Minimum 1. Maximum 5.
Verified event name	Enter the verified event name for this task, using the help or example shown by the form. The popup only uses matching production events from this workspace. The form’s example is conversion. Replace it with your own value.
Collect phone number	Enter the collect phone number for this task, using the help or example shown by the form.
Label	Complete the visible field for the current selection; follow its validation message. The form’s example is Company. Replace it with your own value.
Field key	Complete the visible field for the current selection; follow its validation message. The form’s example is company. Replace it with your own value.
Type	Choose Text, Number, Long text, Date.
Placeholder	Complete the visible field for the current selection; follow its validation message. The form’s example is Company (optional). Replace it with your own value.
Options	Complete the visible field for the current selection; follow its validation message. For Select, separate options with commas. The form’s example is Small, Medium, Large. Replace it with your own value.
Required	Complete the visible field for the current selection; follow its validation message.
Inline target selector	Enter the inline target selector for this task, using the help or example shown by the form. The pixel inserts this widget inside the first matching element on the page. The form’s example is [data-popup-slot=notice]. Replace it with your own value.
Counter label	Enter the counter label for this task, using the help or example shown by the form. The form’s example is verified conversions. Replace it with your own value.
Coupon code	Enter the coupon code for this task, using the help or example shown by the form. The form’s example is WELCOME15. Replace it with your own value.
Optional share message	Enter the optional share message for this task, using the help or example shown by the form. Leave empty to use the Popup headline. The page link is always added automatically. The form’s example is Worth sharing with your team. Replace it with your own value.
YouTube URL / Audio URL	Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. Use a public YouTube watch or embed URL. / Use a public HTTPS MP3, OGG or WAV URL. The form’s example is https://…. Replace it with your own value.
Accept button	Enter the accept button for this task, using the help or example shown by the form. The form’s example is Accept all. Replace it with your own value.
Essential-only button	Enter the essential-only button for this task, using the help or example shown by the form. The form’s example is Essential only. Replace it with your own value.
Privacy or cookie policy URL (optional)	Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. A Read policy link appears only when you provide a public URL. The form’s example is https://example.com/privacy. Replace it with your own value.
Countdown end	Enter the countdown end for this task, using the help or example shown by the form. Choose when the Popup offer ends for visitors.
Safe custom markup	Enter the safe custom markup for this task, using the help or example shown by the form. Only basic text, links and list tags are retained. Scripts, styles and event handlers are removed. The form’s example is Important update. Replace it with your own value.

Use Approve

Open /portal/popup/campaigns/approvals on your application domain, using the workspace account for this task.
Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
Select Approve. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Use Decline

Open /portal/popup/campaigns/approvals on your application domain, using the workspace account for this task.
Find the form containing Reason. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Decline. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Reason	Complete the visible field for the current selection; follow its validation message.

Use Reassign reviewer

Open /portal/popup/campaigns/approvals on your application domain, using the workspace account for this task.
Find the form containing Assigned reviewer. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Reassign reviewer. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Assigned reviewer	Complete the visible field for the current selection; follow its validation message.

Use Run preflight Checking...

Open /portal/popup/campaigns and select the record you want to work with. Its detail/edit address follows /portal/popup/campaigns/{campaign}/preflight. Use the application’s record link; do not type a placeholder such as {id}.
Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
Select Run preflight Checking.... Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Use Add field

Open /portal/popup/campaigns and select the record you want to work with. Its detail/edit address follows /portal/popup/campaigns/create/{type}. Use the application’s record link; do not type a placeholder such as {id}.
Find the form containing Campaign name, Website, Headline. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Add field. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Campaign name	Enter the campaign name for this task, using the help or example shown by the form. The form’s example is Summer launch. Replace it with your own value.
Website	Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path.
Headline	Enter the headline for this task, using the help or example shown by the form. The form’s example is A customer just took action. Replace it with your own value.
Body	Enter the body for this task, using the help or example shown by the form. The form’s example is Add a short, credible message.. Replace it with your own value.
CTA label	Enter the cta label for this task, using the help or example shown by the form. The form’s example is Explore. Replace it with your own value.
CTA URL	Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. The form’s example is https://example.com/offer. Replace it with your own value.
URL contains	Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. The form’s example is /pricing. Replace it with your own value.
UTM campaign	Enter the utm campaign for this task, using the help or example shown by the form. The form’s example is summer-launch. Replace it with your own value.
Device	Choose All devices, Desktop, Mobile.
Visitor type	Choose All visitors, New visitors, Returning visitors.
Referrer contains	Enter the referrer contains for this task, using the help or example shown by the form. The form’s example is google.com. Replace it with your own value.
Language	Enter the language for this task, using the help or example shown by the form. The form’s example is en. Replace it with your own value.
Delay (seconds)	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 0.
Scroll (%)	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 0. Maximum 100.
Minimum page views	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 0.
Exit intent	Enter the exit intent for this task, using the help or example shown by the form.
Position	Choose Bottom left, Bottom right, Top left, Top right, Inline.
Animation	Choose Slide, Fade, None.
Priority	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 1.
Max displays	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 1.
Cooldown (hours)	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 0.
One campaign per session	Enter the one campaign per session for this task, using the help or example shown by the form.
Background	Choose Solid color, Gradient, Image with overlay.
Layout	Choose Card, Compact.
Base color	Enter the base color for this task, using the help or example shown by the form.
Gradient color	Enter the gradient color for this task, using the help or example shown by the form.
Text color	Enter the text color for this task, using the help or example shown by the form.
Accent color	Enter the accent color for this task, using the help or example shown by the form.
Image overlay (%)	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 0. Maximum 90.
Hero treatment	Choose None, Community artwork, Product spotlight, Editorial mesh, Soft glow.
CTA style	Choose Solid button, Outline button, Text link.
Border style	Choose No border, Solid, Dashed.
Border width	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 0. Maximum 8.
Border color	Enter the border color for this task, using the help or example shown by the form.
Corner radius	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 0. Maximum 40.
Depth	Choose Flat, Soft, Strong.
Font size	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 12. Maximum 22.
Show close button	Enter the show close button for this task, using the help or example shown by the form.
Review quote	Enter the review quote for this task, using the help or example shown by the form. The form’s example is The setup was quick and the result was clear.. Replace it with your own value.
Customer name or attribution	Enter the customer name or attribution for this task, using the help or example shown by the form. The form’s example is Taylor R., Operations. Replace it with your own value.
Rating	Choose 5 / 5, 4 / 5, 3 / 5, 2 / 5, 1 / 5.
Verified event name	Enter the verified event name for this task, using the help or example shown by the form. The popup only uses matching production events from this workspace. The form’s example is conversion. Replace it with your own value.
Collect phone number	Enter the collect phone number for this task, using the help or example shown by the form.
Label	Complete the visible field for the current selection; follow its validation message. The form’s example is Company. Replace it with your own value.
Field key	Complete the visible field for the current selection; follow its validation message. The form’s example is company. Replace it with your own value.
Type	Choose Text, Number, Long text, Date.
Placeholder	Complete the visible field for the current selection; follow its validation message. The form’s example is Company (optional). Replace it with your own value.
Options	Complete the visible field for the current selection; follow its validation message. For Select, separate options with commas. The form’s example is Small, Medium, Large. Replace it with your own value.
Required	Complete the visible field for the current selection; follow its validation message.
Inline target selector	Enter the inline target selector for this task, using the help or example shown by the form. The pixel inserts this widget inside the first matching element on the page. The form’s example is [data-popup-slot=notice]. Replace it with your own value.
Counter label	Enter the counter label for this task, using the help or example shown by the form. The form’s example is verified conversions. Replace it with your own value.
Coupon code	Enter the coupon code for this task, using the help or example shown by the form. The form’s example is WELCOME15. Replace it with your own value.
Optional share message	Enter the optional share message for this task, using the help or example shown by the form. Leave empty to use the Popup headline. The page link is always added automatically. The form’s example is Worth sharing with your team. Replace it with your own value.
YouTube URL / Audio URL	Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. Use a public YouTube watch or embed URL. / Use a public HTTPS MP3, OGG or WAV URL. The form’s example is https://…. Replace it with your own value.
Accept button	Enter the accept button for this task, using the help or example shown by the form. The form’s example is Accept all. Replace it with your own value.
Essential-only button	Enter the essential-only button for this task, using the help or example shown by the form. The form’s example is Essential only. Replace it with your own value.
Privacy or cookie policy URL (optional)	Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. A Read policy link appears only when you provide a public URL. The form’s example is https://example.com/privacy. Replace it with your own value.
Countdown end	Enter the countdown end for this task, using the help or example shown by the form. Choose when the Popup offer ends for visitors.
Safe custom markup	Enter the safe custom markup for this task, using the help or example shown by the form. Only basic text, links and list tags are retained. Scripts, styles and event handlers are removed. The form’s example is Important update. Replace it with your own value.

Fields and choices

Field descriptions appear beside each task above so that separate forms are not mixed together.

Check the result

Stay in the same account/workspace and reopen the intended record or result screen.
For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
For queued or external work, inspect its status/history and provider result where applicable. A successful save does not by itself prove message delivery, publication, payment completion or provider approval.

Common problems

Problem	What to check
The screen or action is missing	Check the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint.
A field is rejected	Read its validation message, choose from the offered options and check the relevant format or limit. Do not substitute a database ID for a displayed choice.
A list is empty	Check the selected workspace, search text, date range and status filters. Clear one filter at a time before concluding that records are missing.
A request is still pending	Check its status/history before repeating it. For messages, publishing, imports and payments, a submitted request can finish later or fail separately.

Technical reference

Role-scoped source references

Pinned commit: 68a5655db1bbe17c74fb211f0fe0ee4e63c8be88

Source-only route information

Method	Source-default route
GET	/portal/popup/campaigns
GET	/portal/popup/campaigns/approvals
GET	/portal/popup/campaigns/create
GET	/portal/popup/campaigns/create/{type}
GET	/portal/popup/campaigns/{campaign}/analytics
GET	/portal/popup/campaigns/{campaign}/preflight
GET	/portal/popup/campaigns/{campaign}/edit

Unmapped fields — not user instructions

These fields belong to this role’s source handler, but their screen labels were not confirmed.

Source key	Handler
form.widget_type	modules/Popups/PopupCampaigns/Livewire/PopupCampaignsWorkspace.php
form.headline	modules/Popups/PopupCampaigns/Livewire/PopupCampaignsWorkspace.php
form.body	modules/Popups/PopupCampaigns/Livewire/PopupCampaignsWorkspace.php
form.countdown_end	modules/Popups/PopupCampaigns/Livewire/PopupCampaignsWorkspace.php
form.custom_html	modules/Popups/PopupCampaigns/Livewire/PopupCampaignsWorkspace.php
form.social_networks	modules/Popups/PopupCampaigns/Livewire/PopupCampaignsWorkspace.php
form.social_networks.*	modules/Popups/PopupCampaigns/Livewire/PopupCampaignsWorkspace.php
form.accent_color	modules/Popups/PopupCampaigns/Livewire/PopupCampaignsWorkspace.php
form.background_color	modules/Popups/PopupCampaigns/Livewire/PopupCampaignsWorkspace.php
form.background_secondary	modules/Popups/PopupCampaigns/Livewire/PopupCampaignsWorkspace.php
form.background_image_url	modules/Popups/PopupCampaigns/Livewire/PopupCampaignsWorkspace.php
form.hero_image_url	modules/Popups/PopupCampaigns/Livewire/PopupCampaignsWorkspace.php
form.text_color	modules/Popups/PopupCampaigns/Livewire/PopupCampaignsWorkspace.php
form.border_color	modules/Popups/PopupCampaigns/Livewire/PopupCampaignsWorkspace.php
form.font_family	modules/Popups/PopupCampaigns/Livewire/PopupCampaignsWorkspace.php