Getting Started With Wisepops [Guide 2026]

Wisepops is a traffic activation platform. Six channels for reaching the people already on your site, plus an AI that reads what each visitor is doing.

That intelligence is what the campaigns get built from, and the personalization sharpens the longer it runs.

Wisepops is a platform and a person. Every plan comes with a strategist who audits your traffic, builds the campaigns, and reviews the results with you.

This guide walks you through getting started, and getting value out of the traffic you already have as quickly as possible.

Ten steps, in the order we would run them: get installed, read your audit, launch the campaigns it recommends, then measure and test what they earned.

If Wisepops is already running on your site, the faster read is what other brands have built with it. Our customer stories set out the campaigns each brand runs and the revenue attributed to them.

Everything below is the getting-started experience itself, and what starts paying back in the first weeks.

Step 1: Install Wisepops

If Wisepops is not running on your site yet, there are two ways in:

• Through a demo. Your strategist installs the Wisebrain tracker during the call, so nothing is needed from your side.

• On Shopify. Install the app from the Shopify App Store, which takes a couple of clicks, needs no code and starts tracking orders and revenue straight away.

On any other platform the tracker is one script tag in your header, or a container tag through Google Tag Manager. Your strategist adds it during the call.

The script loads asynchronously and waits until your own resources have finished, so it stays outside the rendering path. That holds on sites doing 50 to 100 million pageviews a month.

The tracker collects anonymous browsing behavior only, with no personal data, no third-party cookies and no keystrokes.

What the home screen shows you:

Home is the screen you open most. Three figures across the top, every campaign you run listed underneath, and a pageview meter in the corner. Step 7 covers how to read all of it once you have data in there.

The left menu holds the rest: Campaigns to build, Goals for revenue tracking, Analytics to cut the data, Experiments to test, and Integrations to send leads onward.

How to add a second domain:

If you run more than one, add each as its own website under Settings, Websites, Add website. That keeps a campaign built for one market off another.

Step 2: See who your visitors are, and what to run for them

A traffic activation audit is a behavioral read of your own visitors: who they are, what they do before they convert or leave, and which campaign fits each group.

The audit is part of the plan rather than an extra. Wisepops pairs the platform with a strategist, so this step is a conversation rather than a task.

Your strategist builds the campaigns. You decide together which ones go first.

Seven days after the tracker goes live, you get the audit and a call to walk through it.

The audit tells you four things:

• Who is actually on your site. Your visitors grouped into behavioral segments, with the share of sessions and the conversion rate of each one

• Where the money is being left. The segments that show buying intent and leave anyway, with the session volume attached

• What to run, drawn in your brand. Three to five campaigns, mocked up in your fonts and colors, using your own product categories and wording

• What it is worth. An estimate of the revenue each opportunity could reach

What the audit looks like in practice:

Your segments come out of your own traffic, so they will be named and sized differently from anyone else's.

Here's one ecommerce set, as an example:

And the campaign built for each one:

Each segment gets its own offer, its own trigger, and the channel that suits the moment:

How the first campaigns get built:

• The biggest opportunity goes live first. You start with the segment the audit sized as the largest, so revenue starts while the rest is still being built

• Nothing looks bolted on. Your strategist designs in your brand, using your fonts, colors and product imagery

• Nothing you built is thrown away. Campaigns running in your current tool get rebuilt in Wisepops

• Campaigns never collide. Priority and suppression rules sequence them, so a shopper sees one relevant message instead of two competing for attention

The technical parts sit on our side too. Custom properties, tag manager deployment and integrations are handled by us, so nothing waits in your developer queue.

What you decide is the order.

Two questions usually sort it:

• Which segment is biggest, and does its campaign need anything from you first?

• Does it match what you told us you're after, more leads or more revenue?

The others stay in the audit and get picked up as you go.

Brands run the same program at every size. Emma Sleep manages 20+ country stores from one workspace, with the same campaign structure in every market.

Step 3: Set up revenue tracking

Goal tracking is what puts revenue in your reports. Without it you will see signups and clicks, and an empty revenue column beside them.

Before you start, the page where the goal completes has to meet three conditions. It carries the Wisepops code, uses the same setup code as the campaign, and sits on the same domain or a subdomain.

On Shopify, orders and revenue arrive automatically. You can skip to the third part of this step.

How to set your attribution model:

Go to Settings, then Goals. Two things live here: the currency your revenue is reported in, and how long after a click a purchase still counts.

That second setting decides what attributed revenue means on your account. We credit order value to a campaign when someone clicks a tracked element inside it and then converts within the window.

Those are real order amounts, not estimates. The default window is five days, and we recommend 24 or 48 hours.

How to create a goal:

Click Goals in the left menu, then Add goal.

You have two options:

• URL goal. Type in part of the address, like checkout, and it fires on any page containing it. Revenue is a fixed amount on every conversion, so this suits stores where orders are similar in value.

• JavaScript snippet. Use this when order values vary, or when the conversion happens without the page changing. The snippet arrives with revenue: 100 in it, and you'll swap that for your real value. Your developer can add it, or you can deploy it through Google Tag Manager.

Worth checking carefully. If your real conversion is a quote request, a call-back form or a consultation booking, the form usually submits without the page changing. A URL goal will never fire.

Every form that leads to a sale needs its own JavaScript snippet goal, fired on submission.

How to attach the goal to a campaign:

Open the campaign and click the Goal icon in the left menu. One goal can serve as many campaigns as you like, and each campaign carries one.

Step 4: Launch the campaigns your audit recommended

Your audit ends with three to five recommended campaigns, mocked up in your brand so you can see each one before anything is built.

Your strategist builds them, starting with the segment the audit sized as the largest.

A capture campaign aimed at first-time visitors usually opens the set. That segment is the biggest, and the easiest to convert into something you own.

What follows is what goes into one, so you can judge a draft or build your own later.

How to pick a template:

Open the template gallery and choose the category that matches the campaign in your audit. There are over 200 of them.

Each one shows whether it is single-step or multi-step before you open it.

You might want to start with a multi-step template. It asks a question first, then the email, and that first answer becomes something you can target on later.

Emma Sleep put one sleep question ahead of the email field and raised email signups by 50%.

How to set the trigger:

Wait before you show it: 30 seconds, or the visitor's second page view.

In our own A/B test data, holding off until page two or later raises median conversion by 39% to 52%.

Worth knowing: the On landing trigger fires on any page load, not only the first page of a visit. Pair it with a rule for pages visited and you'll get the delay you want.

What the offer will be:

That gets decided in the audit review, against the segment the campaign is built for, rather than picked from a list.

Your strategist builds it in the editor. That might be a discount, a content offer, early access to a drop, or a gamified mechanic like spin the wheel.

How to keep current subscribers out of the campaign:

There's a checkbox for this, which saves building the rule by hand. Open the campaign, click Display rules, go to the Audience tab, and tick Exclude existing subscribers.

The checkbox covers four things at once:

• Anyone who subscribed through another Wisepops campaign

• Mailchimp embedded forms

• Klaviyo web forms

• Any visit arriving with utm_medium=email or utm_source=email

Using a different parameter in your email links? Add a UTM rule on the Audience page set to Is not equal to. On Shopify you can also exclude logged-in customers who already accept marketing.

Before you publish, preview on a hidden URL. It keeps a half-built campaign off your live site, and it is the link to send a colleague for approval.

Behavioral segmentation

A behavioral segment is a group of visitors defined by what they do rather than by the page they happen to be on.

Intent, source, depth of engagement, and history with you. That is what separates a campaign aimed at a segment from one aimed at a URL.

Your audit arrives with those segments already drawn from your own traffic. When you add a campaign of your own, the same question decides who sees it: who is this for, and what do you want them to do?

Five common goals, and the audience each one points at:

What the platform reads about each visitor:

Segments come out of behavioral signals collected on every session, whether or not the visitor ever identifies themselves.

AI is worth calling out. Referrals from ChatGPT, Perplexity and Claude are read as their own acquisition source rather than folded into direct or search.

Your audit and your reports show that traffic on its own.

They fall into four groups:

How a live campaign acts on the signals:

Reading the signals and acting on them are two layers. The audit works from everything above. A live campaign targets on rules you set in Display rules, under the Audience tab.

Seven are built in, and none of them needs a developer:

• New against returning, for a different offer on a second visit

• Pages visited and time on site, for waiting until someone is engaged

• Page URL, for category-specific and cart-specific messages

• Device type, for different timing on mobile

• Geographic location, down to country, region or city

• UTM parameters, under Traffic, for treating paid and email arrivals differently

Past those seven, custom properties carry anything you hold elsewhere, such as logged-in status or a loyalty point balance.

They are configured from Google Tag Manager variables, with no JavaScript to write.

Integrations extend the same idea. Shopify brings customer and cart data, Klaviyo brings your subscriber segments, Segment brings user traits and events.

Feed campaigns work a little differently. Their conditions sit under Targeting, behind a Refine Audience button, and they add last visit date and past URLs. They are also the only campaign type where conditions combine with AND or OR.

Feed priority sets which notifications rank above the fold when several are live at once.

Step 5: Connect your email tool and CRM

Contacts captured onsite are only useful once they reach the system that emails them. Integrations handles that transfer.

Open Integrations in the left menu. Active connections sit at the top, everything else below, and the search box finds one by name.

Over 50 connections are available, including Klaviyo, Mailchimp, HubSpot, Attentive, Brevo, Salesforce and Shopify. Each takes an API key and the list or audience to write into.

Connect the system your existing email program runs on. A capture campaign writing to a list nobody sends from produces contacts that are never contacted.

Where a tool is not listed, webhooks post the same lead data to any URL, and Zapier covers the rest.

Answers from a multi-step campaign travel with the contact, so a question asked before the email field arrives as a field you can segment on.

A failed sync raises an email alert. That matters because the campaign continues to report normally either way.

Our integrations directory lists every connection and what it writes.

Step 6: Recover carts and raise order value with AI

The first campaigns capture people who have not bought yet. The next two work on the visitors already holding something, and both are driven by a model rather than by a rule you write.

An AI recommendation block is a set of products chosen for one visitor by Wisepops AI. It draws on what they have browsed in this session and in earlier ones.

The block can sit inside a popup, an embed or the feed.

Six strategies to choose from:

• Bestsellers. What sells most across your catalog, for visitors with no history yet

• Trending. What is selling now rather than what sold historically

• Recently viewed. The products this visitor already looked at, brought back

• Others also viewed. What shoppers who looked at this item looked at next

• Personalized picks. Ranked for this visitor from their own browsing

• Frequently bought together. What pairs with what is already in the cart

Wisepops AI reads what each visitor browses, including the 90% who never log in. It works on anonymous traffic, not only on known customers.

One thing to know before you read their reports: recommendation campaigns are attributed more strictly than other campaigns. A sale only counts if the order contains a product the visitor clicked inside the campaign.

AI cart recovery

Cart abandonment is where most onsite revenue goes missing, and the usual ways of chasing it both leave value behind.

Email recovery only reaches visitors you have already identified, which is a fraction of the people leaving with a cart.

Cart recovery here works differently. Wisebrain, our in-house model, scores each session in real time against more than ten behavioral signals: pages seen, scroll depth, time on site, cart activity, navigation patterns and session history.

When the probability of leaving gets high enough, the campaign fires. That happens while the visitor is still deciding, and it reaches anonymous shoppers as readily as logged-in ones.

The template arrives with that trigger already set:

Here is the difference across Shopify stores:

4murs runs cart recovery on organic traffic alone at a 24.5% click rate, against 0% in the control group. Across the whole program, Tikamoon has attributed $30M+ in revenue to Wisepops over 313,000 orders.

Both the recommendation engine and the AI cart signal are Shopify-only today. Both arrive as templates with the work already done, so each build takes about fifteen minutes.

How to set up either one:

1. Open the Shopify template category. If it isn't there, the Shopify install hasn't finished, which is worth sorting out first

2. Pick the template for the moment you're covering. AI cart recovery for people leaving with a cart, a recommendation block for people still browsing

3. Leave the trigger as it comes. The AI signal on cart recovery, the page rules on a recommendation block

4. Choose the recommendation strategy. Personalized picks for browsers, frequently bought together at the cart, others also viewed on a product page

5. Write the offer as a number. Something like 10% off, since numeric copy draws up to 27% more clicks than emotional copy

6. On cart recovery, generate a unique Shopify code. One that applies straight to the cart, so nobody has to retype anything

7. Keep a recommendation block on the final step. That turns a recovery into a cross-sell

Step 7: Reach more of your traffic at no extra cost

Your plan is priced on pageviews, not on campaigns. Every page that loads your code counts toward the quota, whether a campaign appears on it or not.

Inside that number you can run as many campaigns, in as many formats, as you like.

So a site running one welcome popup pays for every returning shopper, every hesitating buyer and every visitor about to leave, then shows them nothing.

The gain is not smooth. Going from three campaigns to nine barely moves it, and the step change arrives once a site is running ten or more.

Across sites running Wisepops over the last twelve months, the pattern is consistent:

Six formats come with every plan: popups, embeds, bars, the onsite feed, and web push.

They all sit behind the same picker when you create a campaign:

The order we would add the remaining formats in:

Your audit set will not have used all six.

Each format below reaches traffic the campaigns you already have live do not touch:

• A sticky bar. Free-shipping threshold, current promotion or announcement, persistent on every page without blocking any of them

• An embed. A signup form or recommendation block inside the page, on the articles and category pages where a popup would interrupt

• Web push. Reaches shoppers after they leave, with no email address needed

• The onsite feed. Gives returning visitors a reason to come back and somewhere to find what is new

The onsite feed

The onsite feed is a bell in your header holding product drops, restocks, sale alerts and shipping updates. Visitors open it when they choose to, so nothing is ever pushed in front of them.

Where you put the bell decides almost everything. A good placement reaches around 10% of visitors, and a poor one sits near 1%.

Ideal of Sweden runs the feed across 12 country sites and has collected 698,000 emails at an 18.8% click rate.

What the best-performing feeds do:

• Pin the bell in the top bar. Beside search, account and cart, so it is one click away. Tucked inside a hamburger menu it stays near 1%

• Publish tools, not only offers. Nutrimuscle put product comparison tools in the feed. The protein comparator reached a 7.1% click rate, against 8.7% across the €1.27M the feed attributed that year

• Use it where a popup would not fit. Pierre Hardy runs the feed as a digital concierge rather than an interruption, and it reaches an 11.6% click rate without touching the brand experience

• Put recommendations inside it. émoi émoi place AI product recommendations in the feed and see an 11.4% order rate from clicks on them

Embeds, bars, and web push

An embed sits inside the page rather than on top of it: a signup form in the middle of an article, a recommendation block on a product page, a countdown on a collection. No developer needed, and embeds don't count toward the popup limits.

A bar is the gentlest first touch, fixed to the top of the page and carrying one line and one link. It suits announcements, shipping thresholds and promotions that apply to everyone.

Web push reaches people after they have left your site, for cart reminders, price drops and back-in-stock alerts. Opt-ins build slowly over months, so switching it on early costs nothing and pays later.

Every format adapts to the screen it lands on. You build a campaign once rather than building a desktop version and then a mobile one.

If you want them to behave differently, device targeting lets you run separate timing or a separate message on mobile.

Step 8: Read what your campaigns are doing

Home answers what happened. Analytics answers why, by letting you cut the same data.

What Home tells you at a glance:

Home opens on three figures for the period you pick: attributed revenue with its share of your site total, clicks with the click-through rate, and contacts split by email, phone and push.

Each carries the change against the previous period, so a campaign that stopped firing shows up as a fall rather than as silence.

Underneath, every campaign is listed by attributed revenue, with displays, clicks, emails and phone numbers beside it. That table is the fastest way to see which campaigns earn their place and which are only collecting displays.

The pageview meter in the corner matters more than it looks. Your plan is priced on pageviews, so that bar is your real capacity, and campaigns pause automatically if it runs out.

Cutting the same data in Analytics:

Analytics starts from the same data and lets you cut it. The row above the chart filters to one channel, so you can read popups and the feed separately rather than as one blended number.

The Metrics box decides what the chart plots. Tick two and they are drawn together, which is how you check whether rising displays actually brought rising revenue.

Some metrics only apply to some channels. Reach is a feed measure, counting the sessions in which someone opened the bell, so it stays empty on popups.

Below the chart, Top campaigns and Top pages answer the two questions that follow: which campaign did the work, and where on the site it happened.

Step 9: Test what a campaign is worth

Experiments splits your traffic between two or more groups and reports which side did better. There are two comparisons worth running, and they answer different questions.

One version against another tells you which creative, trigger or offer works harder. A campaign against a holdout that sees nothing tells you whether it earned anything at all.

Open Experiments in the left menu and click Create AB test. Every test is listed with its status, how long it ran, how many visitors it saw, and what it concluded.

Two of the four tests above say Not conclusive. That is the normal outcome for a small change on modest traffic, and it is why the sample-size table below matters before you build anything.

One version against another

Open a result and the platform names the winner and the size of the gain on your primary metric. It then explains what moved and what did not.

Read the tested variants before the numbers. Each one shows the creative, the rule that triggered it, and the share of traffic it received, so you know exactly what was different.

The metrics table compares every variant against the baseline. The chart below it shows each result as a range rather than a single point, and ranges that overlap are not yet a result.

Keep any test under eight weeks. Past that, promotions and seasonality shift the ground underneath it, and once a version wins you can ship it and move on.

The traffic a test needs:

One gate before you start: wait until Wisepops is driving at least 5% of your attributed revenue. Below that there isn't enough signal in the treatment group for a test to separate from noise.

Experiments run at 95% significance by default, and that sets how many visitors you need:

A typical exit campaign sits close to the 2% row. A 10% improvement on a 2% baseline needs around 80,000 visitors per variant, which is why small copy changes on modest traffic rarely reach significance.

Work it against your own traffic before you build anything. At 50,000 visitors a month, split 50/50, each variant sees 25,000 a month, so that test needs about three months to conclude. At 200,000 a month it takes three weeks.

A campaign against nothing at all

The second comparison is the one that answers whether a campaign is worth running.

Incremental revenue is the difference between visitors who saw a campaign and a matched group who saw nothing. Attributed revenue is everything a campaign touched, including sales that were going to happen anyway.

Every step before this one makes that number more honest: tracked clicks rather than views, a short attribution window rather than a generous one, real order values rather than estimates.

A control group is what closes it, and Experiments runs them the same way. The standard split holds back 25% of your traffic and shows the campaign to the other 75%.

Pick your success metric when you set the test up. Revenue per visitor is usually the one to watch, because it moves when either conversion rate or order value moves.

Where to read the revenue a test added:

Open the finished experiment and switch the metrics table to the Revenue tab. It reports order rate, average order value and revenue per visitor for every variant, each against the baseline.

Revenue per visitor is the number to read, because it moves when either half of the result moves. The gap between the winning variant and the control is the revenue the campaign added rather than the revenue it was present for.

Step 10: Run Wisepops across a team

One person can run Wisepops. Most of the brands we work with run it across a team, across markets, with an IT function that has to sign off first.

How access works:

Go to Settings, then the Users tab, then Invite. You set permissions when you send the invitation, and change them later through Edit access.

The setting that matters on a multi-market account is website scope. An editor can be given access to every website, or only to specific ones.

The person running your German site cannot edit the French one.

Campaigns are not tied to the person who made them. Removing someone from the account leaves their campaigns running.

For larger teams, single sign-on is available through Okta and Microsoft Entra.

What the platform will tell you about:

Three things generate an alert without anyone watching for them:

• Pageview usage. By email to every admin at 80% and again at 90% of your monthly limit

• Failed lead syncs. When a contact does not reach your email tool or CRM

• Experiment significance. When a running test reaches a conclusion, an email names the winning variant and the size of the gain

The significance email is below.

Campaign display isn't alerted on. If a campaign stops appearing, it shows up as a drop in displays in Analytics, which is one reason the weekly read is worth keeping.

What your security team will ask for:

Our infrastructure is ISO 27001 certified and the platform is GDPR compliant. Servers run on AWS and Google Cloud in the US, with daily backups kept for seven days.

We collect visitor browsing behavior for targeting, form submissions, and IP addresses and countries for spam prevention. We don't sell or share personal data, and we run no third-party advertising.

Cookies are first-party, set against the site being visited rather than against us, and expire after two years, or seven days on Safari.

Collected contacts can be deleted automatically after 24 hours if your policy requires it.

The two documents your reviewer will want are the data processing agreement and the data security policy. Your strategist can send both before a trial starts.

What the plan covers

Every plan comes with a strategist. One named person runs your audit, configures the campaigns, reviews performance with you each month and holds a deeper session each quarter.

Campaign builds sit inside the plan. That is the line agencies and freelancers bill per asset.

Setup across 50+ integrations, including Klaviyo, GA4, Shopify, HubSpot and Salesforce, sits with that person rather than with your developers.

If you would rather build campaigns yourself, there are close to 200 templates to start from.

Zapier and an API cover anything the integrations list does not.

The full breakdown is in what the monthly plan includes.