Poptin Agency package lets agencies create user accounts for clients and manage their access. Agencies can also create free client accounts and grant clients access to the agency account after they upgrade, even when the agency account is on the free plan. Poptin is a web application that works with WordPress and other platforms.

Campaigns for lead generation

Create popups in various sizes with your own designs, and build forms to collect leads and subscribers. Campaign formats include email and SMS popups, exit-intent popups, coupons, spin-the-wheel experiences, exit offers, and upsell popups. Set display timing and targeting for each campaign and its audience. These utilities can support email list growth, offer promotion, abandoned cart recovery, and sales campaigns.

Email campaigns and customer journeys

Create targeted newsletters and email campaigns. Email marketing plans include unlimited campaigns and unlimited email sending. Automations can respond to subscriber activity, website behavior, ecommerce events, and lifecycle stages.

• Set up welcome, abandoned cart, birthday, reactivation, and lifecycle emails.
• Personalize journeys with coupons, promotions, and dynamic merge tags.
• Nurture customer relationships with automated email follow-ups.

Organize contacts and build segments

Contact profiles include activity history and an engagement timeline. Organize contacts with tags, custom properties, subscriber preferences, and consent or subscription status. Custom properties can use text, number, date, or boolean fields.

Build segments from form submissions, popup views and conversions, gamified popup interactions, email opens and clicks, bounces, website visits, page views, browsing behavior, traffic and referral sources, UTM campaigns, location, language, device, lifecycle stage, and other available contact data. Contacts can also be searched, filtered, imported, and exported.

Coordinate client work

1. Create a client account and grant the appropriate access.
2. Build a popup, form, email campaign, or newsletter for the client.
3. Organize contacts and create segments from behavior and engagement data.
4. Configure automated journeys, promotions, or recovery campaigns.
5. Check monthly user usage on the Overview page.

Connect a website

Poptin is accessed as a web application and works with WordPress. Setup requires adding a single line of code to the website. You can send the code and embedding instructions to a web developer, or contact Poptin support for guidance. Once the code is added, manage popups, forms, campaigns, and automations through the Poptin account.