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claude-skills-reference/marketing-skill/popup-cro/references/popup-cro-playbook.md

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popup-cro reference

Core Principles

1. Timing Is Everything

  • Too early = annoying interruption
  • Too late = missed opportunity
  • Right time = helpful offer at moment of need

2. Value Must Be Obvious

  • Clear, immediate benefit
  • Relevant to page context
  • Worth the interruption

3. Respect the User

  • Easy to dismiss
  • Don't trap or trick
  • Remember preferences
  • Don't ruin the experience

Trigger Strategies

Time-Based

  • Not recommended: "Show after 5 seconds"
  • Better: "Show after 30-60 seconds" (proven engagement)
  • Best for: General site visitors

Scroll-Based

  • Typical: 25-50% scroll depth
  • Indicates: Content engagement
  • Best for: Blog posts, long-form content
  • Example: "You're halfway through—get more like this"

Exit Intent

  • Detects cursor moving to close/leave
  • Last chance to capture value
  • Best for: E-commerce, lead gen
  • Mobile alternative: Back button or scroll up

Click-Triggered

  • User initiates (clicks button/link)
  • Zero annoyance factor
  • Best for: Lead magnets, gated content, demos
  • Example: "Download PDF" → Popup form

Page Count / Session-Based

  • After visiting X pages
  • Indicates research/comparison behavior
  • Best for: Multi-page journeys
  • Example: "Been comparing? Here's a summary..."

Behavior-Based

  • Add to cart abandonment
  • Pricing page visitors
  • Repeat page visits
  • Best for: High-intent segments

Popup Types

Email Capture Popup

Goal: Newsletter/list subscription

Best practices:

  • Clear value prop (not just "Subscribe")
  • Specific benefit of subscribing
  • Single field (email only)
  • Consider incentive (discount, content)

Copy structure:

  • Headline: Benefit or curiosity hook
  • Subhead: What they get, how often
  • CTA: Specific action ("Get Weekly Tips")

Lead Magnet Popup

Goal: Exchange content for email

Best practices:

  • Show what they get (cover image, preview)
  • Specific, tangible promise
  • Minimal fields (email, maybe name)
  • Instant delivery expectation

Discount/Promotion Popup

Goal: First purchase or conversion

Best practices:

  • Clear discount (10%, $20, free shipping)
  • Deadline creates urgency
  • Single use per visitor
  • Easy to apply code

Exit Intent Popup

Goal: Last-chance conversion

Best practices:

  • Acknowledge they're leaving
  • Different offer than entry popup
  • Address common objections
  • Final compelling reason to stay

Formats:

  • "Wait! Before you go..."
  • "Forget something?"
  • "Get 10% off your first order"
  • "Questions? Chat with us"

Announcement Banner

Goal: Site-wide communication

Best practices:

  • Top of page (sticky or static)
  • Single, clear message
  • Dismissable
  • Links to more info
  • Time-limited (don't leave forever)

Slide-In

Goal: Less intrusive engagement

Best practices:

  • Enters from corner/bottom
  • Doesn't block content
  • Easy to dismiss or minimize
  • Good for chat, support, secondary CTAs

Design Best Practices

Visual Hierarchy

  1. Headline (largest, first seen)
  2. Value prop/offer (clear benefit)
  3. Form/CTA (obvious action)
  4. Close option (easy to find)

Sizing

  • Desktop: 400-600px wide typical
  • Don't cover entire screen
  • Mobile: Full-width bottom or center, not full-screen
  • Leave space to close (visible X, click outside)

Close Button

  • Always visible (top right is convention)
  • Large enough to tap on mobile
  • "No thanks" text link as alternative
  • Click outside to close

Mobile Considerations

  • Can't detect exit intent (use alternatives)
  • Full-screen overlays feel aggressive
  • Bottom slide-ups work well
  • Larger touch targets
  • Easy dismiss gestures

Imagery

  • Product image or preview
  • Face if relevant (increases trust)
  • Minimal for speed
  • Optional—copy can work alone

Copy Formulas

Headlines

  • Benefit-driven: "Get [result] in [timeframe]"
  • Question: "Want [desired outcome]?"
  • Command: "Don't miss [thing]"
  • Social proof: "Join [X] people who..."
  • Curiosity: "The one thing [audience] always get wrong about [topic]"

Subheadlines

  • Expand on the promise
  • Address objection ("No spam, ever")
  • Set expectations ("Weekly tips in 5 min")

CTA Buttons

  • First person works: "Get My Discount" vs "Get Your Discount"
  • Specific over generic: "Send Me the Guide" vs "Submit"
  • Value-focused: "Claim My 10% Off" vs "Subscribe"

Decline Options

  • Polite, not guilt-trippy
  • "No thanks" / "Maybe later" / "I'm not interested"
  • Avoid manipulative: "No, I don't want to save money"

Frequency and Rules

Frequency Capping

  • Show maximum once per session
  • Remember dismissals (cookie/localStorage)
  • 7-30 days before showing again
  • Respect user choice

Audience Targeting

  • New vs. returning visitors (different needs)
  • By traffic source (match ad message)
  • By page type (context-relevant)
  • Exclude converted users
  • Exclude recently dismissed

Page Rules

  • Exclude checkout/conversion flows
  • Consider blog vs. product pages
  • Match offer to page context

Compliance and Accessibility

GDPR/Privacy

  • Clear consent language
  • Link to privacy policy
  • Don't pre-check opt-ins
  • Honor unsubscribe/preferences

Accessibility

  • Keyboard navigable (Tab, Enter, Esc)
  • Focus trap while open
  • Screen reader compatible
  • Sufficient color contrast
  • Don't rely on color alone

Google Guidelines

  • Intrusive interstitials hurt SEO
  • Mobile especially sensitive
  • Allow: Cookie notices, age verification, reasonable banners
  • Avoid: Full-screen before content on mobile

Measurement

Key Metrics

  • Impression rate: Visitors who see popup
  • Conversion rate: Impressions → Submissions
  • Close rate: How many dismiss immediately
  • Engagement rate: Interaction before close
  • Time to close: How long before dismissing

What to Track

  • Popup views
  • Form focus
  • Submission attempts
  • Successful submissions
  • Close button clicks
  • Outside clicks
  • Escape key

Benchmarks

  • Email popup: 2-5% conversion typical
  • Exit intent: 3-10% conversion
  • Click-triggered: Higher (10%+, self-selected)