Customizing the Opt-in Popup

Your customers and website visitors who abandon their carts are eligible to receive SMS and email notifications if they opt into Shopify’s marketing consent options, available at checkout. To grow your list faster and increase your chances of eligibility success, enable opt-in popup templates to collect phone numbers and email address earlier on in the shopping experience—before visitors even reach your checkout page.

This article will go over how you can incentivize signups and convert more visitors into paying customers. Any visitor that subscribes through the popup > add to cart > and abandons checkout will automatically be entered into your recovery automation campaign where a series of push notifications, emails, and/or SMS messages will run on autopilot to lure them back.

Example design of an Opt-in Popup

Customizing the Opt-in Popup is supported on all plans

In this article
Enabling Email and SMS in the Opt-in Popup
Customize the Modal
Add your own text
Add your brand style
Common questions

Enabling Email and SMS in the Opt-in Popup

Opt-in popups combined with automated campaigns targeting shoppers’ browsers, inboxes, and cell phones can dramatically increase sales that would have otherwise been lost.

To enable opt-in popups on your store follow these steps:

From your Rivo Recover dashboard click Opt-in Popup.

Under the Texts tab scroll down to the Form heading.

Check the Email Address and Phone Number fields to enable the form.

After your finished Customizing the Modal you can turn on the popup by toggling the Widget Status on the Modal tab.

Just getting started with SMS? Check out our helpful Getting Started guide, where we'll run through the essentials of getting up and running in a few clicks!

Customize the Modal

Widget Status & Name
You can toggle the widget on or off by clicking the green switch. When the widget is toggled on, the popup will display on your website according to the trigger and display frequency that you've configured. We'll go through these settings below.

The name you choose for your widget will only be visible to you. Your customers will never see this name, so feel free to get creative.

The dismissible option is an "X" close button that displays in the upper right corner of the popup. Checking this box means you're allowing potential subscribers to close the popup if they don't wish to subscribe.

Coupon Code
Under the coupon code settings you can choose between a few variations of coupons.

Selecting No Coupon will means customers will only receive an abandoned cart message, without a coupon. We recommend using coupons as a way to incentive customers to return and make a purchase.

Selecting the Discount Coupon setting means you can select a Fixed Amount – for example $10 off. Or you can select a percentage off, for example 10% off. These are one-time coupons and are generated uniquely for each customer that subscribes and enters your automation flow from the sign-up form. These automatic codes will begin with a prefix of BOOST- followed by a string of random letters and numbers.

For more customization, you can also choose to manually enter a code. You can create a custom coupon code in your Shopify admin, under Discounts.

Remove "Powered by Rivo" link
For free plans, the "Powered by Rivo" text is visible at the bottom of the modal. To remove our branding from the widget, check out our plans and pricing!

Closed State
The closed state is the action of the popup when it's closed by an unsubscribed customer. For example, if a customer is browsing on your website, and chooses to decline the offer on the popup, this setting determines what the popup will do.

To close the popup completely select the Close Widget option. To Show a Sticky Bar/Button on your website after a potential subscriber closes the popup, choose Show Sticky Bar.

You can also customize the text, font size, offset and display position of the Sticky Bar on your store.

Trigger & Display Frequency
The trigger determines the delay that the popup will have before showing the widget after the page load. The Display Frequency is how many times the widget will show on a browser for a non-subscribed customer in a predefined period of time.

For example, let's say you had a trigger set at 15 seconds, and your display frequency set at 2 times per week. This means that if a potential subscriber came to your website from the same web browser 2 times in one week, the popup would show 2 times for them, after 15 seconds. However the popup wouldn't show to that same potential subscriber again, if they visited your website a third time in the same week.

Trigger: The trigger determines when the Opt-in Popup will show to your customers. Immediately means that as soon as your customers land on your website, the Opt-in Popup will appear. You can set the delay to 0, 3, 5, 10, 15, 30 or 60 seconds. We recommend setting the popup delay to be between 15 and 60 seconds for the best browsing experience.

Display Frequency: The display frequency decides the number of times the Opt-in Popup will show for a non-subscribed customer. Here you can adjust the number of times the popup shows per minute, hour, day, week, month and year for a customer that's not subscribed.

💡 Pro Tip: Try to set the popup to display after hours or days, as a popup showing multiple times for the same customer in one shopping session after they've already dismissed it can lead to a less-than-optimal browsing experience on your store.

Add your own text

Toggle between Initial State, Success State and Closed State to customize the texts

Initial State
The Initial State is the first screen a non-subscribed customer will see when the popup appears for them. Here you can customize the text and copy on the widget according to the discount and offer that you'd like to promote.

You can also choose whether to collect Email Addresses, Phone Numbers or both!

To use phone numbers, SMS will require you to purchase credits. See our getting started with SMS guide to learn more.

Success State
The Success State is the screen a subscribed user will see after they enter their information in the popup. You can customize the Title, Body, Button text and the Action you'd like the button to do when a website subscriber clicks it.

Error Message
If a potential subscriber enters incorrect information, this is the error message that will show. You can configure an error message for Invalid Email, and one as well for Invalid Phone Number.

Add your brand style

Here's the fun part – in the Styles tab, make it yours and match your own website colors and brand style.

Need design advice? Click the chatbox in the lower right corner and our Merchant Success team will do our best to give you a designing helping hand! ✨

Display
Under Display you'll notice options to choose from a selection of Fonts. As well as Modal Size (Width) and content alignment of the popup (Left, Center, Right). Play with these to see which looks the best.

Colors
In Colors, you can customize just about every element of the Opt-in Popup. Pick a hex code or choose from predefined colors in the color picker. Simple is key! Try to match the colors that your website and brand already use to the popup.

Under colors, you can also choose the styles of the Show Sticky Bar setting mentioned above.


If you have a logo or an icon, upload it here. The uploader accepts files that are 60px by 60px.

Background image & Layout
Here you can upload an image and choose how it displays on the widget. Use your own product photography, or if you'd like something more general, take a walk over to unsplash.com and burst.shopify.com for image inspo!

Common questions

Will the Opt-in Popup show on mobile devices?
Yes! You can preview what the modal looks like on mobile devices by toggling the mobile preview on the right side of the screen.

Can I open the Opt-in Popup from a link, button or page?
Not yet! But this is on our roadmap as a future feature. Create and vote on your favorite features at feedback.rivo.io/recover

Can I remove the SMS disclaimer text?
No. Due to SMS compliance laws, this text is required and cannot be removed or edited.

Do the email addresses and phone numbers get added to my Shopify Customers list?
The email addresses are stored in your account on our servers, but currently there is no feature in the app to show the list of opted-in visitors. You can vote on this feature on our feature wishlist.
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