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1. Getting Started: Setting Up Your popCards

3 min read

This section covers the initial setup of your pop cards, including how to create a new card, choose its type, and define where it will appear on your site.

1.1. Navigating to popCards #

  1. After logging in to epicApps, from the store dashboard, on the left sidebar panel, click on the Apps β†’ Website Marketing β†’ popCards

  2. You’ll land on the App Overview page.


  1. To begin, click popCards from the left sidebar panel. This will take you to the PopCard List View (the main table showing all your Pop Cards), where you can manage and create your pop-ups.
  • If you don’t have any pop cards yet, you’ll see an empty table.
  • Once you create cards, this table will list their details (Name, Display On, Type, Visibility, Actions).


1.2. How to Add a New Pop Card #

  1. On the popCards List View page, click the Add New button (green, top right).
  2. An “Add New Pop Card” window will appear asking: “What do you want to create?”
  3. You’ll see two options:
    • Quick Message
    • Collect a Customer’s Email (Opt-In)

Choosing Between Quick Message and Collecting Emails (Opt-In) #

When adding a new pop card, you’ll need to decide its purpose. Here’s what each option is best for:

Quick Message

  • What it does: Displays a short announcement or promotion directly to visitors.
  • Best for:
    • Highlighting sales, discounts, or time-sensitive offers.
    • Sharing important updates (e.g., shipping delays, holiday hours).
    • Guiding customers to click through to a specific product, category, or landing page.
  • Why it matters: Quick messages create urgency and focus attention, nudging customers toward action while they’re already browsing.

Collect a Customer’s Email (Opt-In)

  • What it does: Shows a pop-up with a form field where customers can enter their email address.
  • Best for:
    • Building your email marketing list.
    • Offering coupons or discounts in exchange for signups.
    • Encouraging repeat engagement by staying connected with customers after they leave your site.
  • Why it matters: Email collection pop-ups help grow your audience, giving you direct access to customers for future promotions without additional ad spend.

Completing the Create a New Pop Card/Opt-In screen  #

After choosing Quick Message or Collect a Customer’s Email (Opt-in), you’ll be redirected to the Create a New Pop Card/Opt-In screen. Here you’ll provide the key details before designing your pop-up.

Step 1: Choose Where to Display Your Pop Card

Under Display Pop Card/Opt-in On, select where your pop card should appear. You can only choose one location:

  • Every Page – Show site-wide across all pages.
  • Home – Show only on your homepage.
  • Checkout – Show during the checkout process.
  • Custom Page – Show on a specific page/s of your choice.



Step 2: Select the Type of Pop Card

Under Type of Pop Card/Opt-in, choose the format based on your needs:

  • Quick Message:
    • Text – A simple message (great for quick announcements or offers).
    • Image – An image-only pop-up (ideal for banners, product photos, or promo graphics).
    • Text with Image – Combines both text and visuals (perfect for highlighting a sale with an image and supporting message).

  • Opt-in:
    • Text – A simple text-only opt-in form (ideal for capturing emails quickly without distractions).
    • Text with Image – Combines a subscription form with visuals (perfect for promoting your newsletter, offering incentives, or highlighting the benefit of signing up)

Step 3: Name Your Pop Card/Opt-in

Enter a descriptive name in the Name Your Pop Card/Opt-in field. This will only be visible to you, helping you identify it later when managing multiple pop cards.

Examples:

  • “Holiday Sale Banner”
  • “Newsletter Signup”
  • “Cart Abandonment Offer”

Step 4: Start Customizing

Click the Start button to proceed. This will take you to the design and customization screen where you’ll edit the look, text, and style of your pop card. On this page, you’ll see four submenus on the left side:

  • Settings
  • Placement
  • Behavior
  • Design

By default, you’ll land on Settings.

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