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# 💰 How to Setup Sales PopUps

Want to run a high-impact sales campaign that collects leads while promoting your offer? 🛍️

Sales PopUps are designed for promotions, flash sales, and special events where you want to capture both emails and phone numbers while presenting a clear, time-sensitive offer. They come with both collection fields enabled by default so you don't miss a single lead.

This guide walks you through the entire setup so you can launch your first Sales PopUp in minutes.

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# **✅ Before You Begin — Enable the App Embed**

For any popup to appear on your storefront, the app embed must be enabled inside your Shopify theme.

Go to:

**Shopify Admin → Sales Channels → Online Store → Themes → Edit Theme → App Embeds**

Then:

* Find **Hoppy Popups**  
* Toggle it **ON**  
* Click **Save**

ℹ️ Without this step, your popup will not render on the storefront even after publishing.

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# **⚙️ Step 1 — Create a New Sales PopUp**

Open the **Hoppy PopUps** app.

Then:

→ Click **Create New PopUp**

→ Select **Sales PopUp** from the list of popup types.

The setup page will open automatically with both email and phone collection fields enabled by default.

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# **📝 Step 2 — Configure the Content**

After opening the setup page, you'll land inside the **Content** tab.

This section controls what your visitors see and how they interact with the popup.

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## **🏷️ PopUp Name**

This field is used for internal purposes only. Customers will never see this name.

You can use any recognizable name such as:

* Flash Sale Campaign  
* Black Friday Blast  
* Spring Clearance Popup  
* Weekend Special Offer

💡 Using proper internal naming makes it easier to identify setups later, especially if your store runs multiple campaigns.

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## **💬 Title & Description**

These appear at the top of your popup and should clearly communicate the sale.

### **Example**

* **Title:** "Flash Sale — Up to 50% OFF"  
* **Description:** "Enter your details below to unlock your exclusive discount"

You can customize these to match your campaign voice.

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**📧 Email & Phone Collection**

Choose which fields to show in your popup:

* **Show email collection field** — captures visitor emails  
* **Show phone number field** — captures phone numbers with country-code selection

Both are enabled by default for Countdown PopUps, but you can adjust as needed.

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## **⚙️ Additional Collection & Coupon Settings**

This section gives you additional control over how visitor information is collected and how discounts are presented inside the popup.

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### **📩 Email Collection Field Placeholder**

Customize the placeholder text shown inside the email input field.

### **Example**

* "Enter your email"  
* "Your best email address"

This helps guide visitors on what information they should enter.

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### **❌ Email Error Message**

Set the validation message shown when a visitor enters an invalid email address.

### **Example**

* "Please enter a valid email address"

This appears automatically if the entered email format is incorrect.

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### **📱 Default Country Code**

Choose the default country code for the phone number field.

### **Example**

* United States (+1)  
* United Kingdom (+44)  
* India (+91)

Visitors can still change the country manually unless restricted.

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### **📞 Phone Number Placeholder**

Customize the placeholder text shown inside the phone number field.

### **Example**

* "Enter your phone number"  
* "Mobile number"

This improves clarity and encourages proper formatting.

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### **⚠️ Phone Number Error Message**

Set the message displayed when an invalid phone number is entered.

### **Example**

* "Please enter a valid phone number"

This helps visitors understand why submission failed.

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### **🔘 Button Text**

Customize the call-to-action button text shown inside the popup.

### **Example**

* "Shop Now"  
* "Claim Discount"  
* "Unlock Offer"

Using action-oriented text can improve conversions.

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### **🏷️ Show Coupon Code**

Choose whether the coupon code should appear inside the popup after successful email capture.

Available options:

* **Yes** — displays the coupon code to visitors  
* **No** — hides the coupon code section

This is useful if discounts are applied automatically or handled externally.

ℹ️ The coupon code can only be shown if the email is getting captured.

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### **🎟️ Coupon Code**

ℹ️ This field is available once **Show Coupon Code** is toggled to **YES**.

To display a coupon code, you can either:

1. Select one of the Coupon Codes which you have created in Shopify Admin → Discounts by clicking on Select/Change Discount.  
2. You can create a new one by clicking on **Create New Discount**.

### **Example**

* SAVE10  
* WELCOME20  
* COUPON123

### **💸 Discount Application**

This option controls how the discount is applied. It has two options:

1. **Customer will have to Apply Discount Manually** — the customer will have to enter the coupon code during checkout to receive the discount.  
2. **Apply Discount Automatically** — the discount will be applied automatically during checkout without the customer having to enter the coupon code.

⚠️ **Important:**

* Our app does not create or manage coupon codes/discounts. You must create them in Shopify Admin → Discounts before using them in the popup.

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### **☑️ Add Opt-In Checkbox**

Choose whether to show an additional opt-in checkbox inside the popup.

This can be used for:

* Marketing consent  
* SMS consent  
* Newsletter subscriptions  
* Terms acknowledgement

Available options:

* **Yes** — displays the checkbox  
* **No** — hides the checkbox

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### **❎ Close Icon**

Enable or disable the close icon shown on the popup.

* **Enabled** — visitors can manually close the popup  
* **Disabled** — removes the close icon from the popup

This helps control how dismissible the popup experience should be.

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## **✉️ Success Messages**

After a visitor submits their details, a success message appears.

* **Success Message:** "Welcome to our store\!"

You can also add a **Success Description** — for example, instructions on how to use the coupon code they just received.

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## **🖱️ Button Click Behavior**

ℹ️ This option is available only when "Show Email Field" & "Show Phone Number Field" are unchecked.

It allows you to control what happens when a visitor clicks the CTA button inside the popup. It handles either of the following:

1. **Close Popup** — the popup will close  
2. **Reveal Coupon Code** — the coupon code will be revealed to the visitor, but you will have setup the Coupon Code as described above in the "Show Coupon Code" section.  
3. **Redirect to Link** — selecting this would give you an input field called "Link" where you can specify the URL to which the visitor will be redirected

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## **☁️ Floating Action Button**

You can add a **Floating Action Button** that stays visible on the page so visitors can reopen the popup after closing it.

Choose a position:

* **Bottom right**  
* **Bottom left**  
* **Screen right**  
* **Screen left**

Then enter the **Button Text** — e.g. "Open Offer", "Get Discount", or "Learn More".

To disable the floating button entirely, select **Disable floating action button**.

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# **🎨 Step 3 — Design Your PopUp (Optional)**

Switch to the **Design** tab to adjust:

* Popup position, size, and animation  
* Background colors, gradients, or images  
* Fonts, button styles, and corner radius

💡 You can skip this step if the default look already matches your store.

For a complete walkthrough of all design options, see the dedicated Design & Styling documentation.

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# **🖱️ Step 4 — Set the Trigger & Display Rules**

Move to the **Placement/Targeting** tab to control when and where your Sales PopUp appears.

Key settings you'll encounter:

* **Trigger Type** — After Time, Page Scroll, Exit-intent, Add to cart button clicked or After page views  
* **Display Frequency** — Show every time, once per visit, or limit with a cooldown  
* **Page Targeting** — Every page, home only, specific products, collections, or tags  
* **Customer Targeting** — Login status, customer tags, lifetime spent  
* **Geolocation** — All world or specific countries  
* **Scheduling** — Optional start and end dates

For deep explanations of each targeting option, see the dedicated Advanced Targeting documentation.

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# **✅ Step 5 — Save & Publish**

Once everything looks good:

1. Click **Save** to store your configuration   
2. Click **Publish** to make the popup live on your storefront 

⚠️ **Saving alone does not make the popup visible to customers.** You must publish it.

If the app embed is not yet enabled, a banner will remind you to activate it in your Shopify theme editor.

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# **🎉 Final Result**

Once configured successfully:

✅ Visitors see your sales offer at the right moment   
✅ Both emails and phone numbers are collected automatically   
✅ Coupon codes are displayed after submission   
✅ Opt-in consent is captured (if enabled)   
✅ Your popup respects targeting rules, scheduling, and device settings

Your Sales PopUp is now live and ready to drive conversions 🚀

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