How to Improve Visitor Engagement and User Acquisition on SaaS websites with Wisepops

Wisepops has many features and built-in tools to help SaaS marketing teams improve website conversion rates, user acquisition, and engagement with content and news.

In this guide, we will explore 15 specific use cases (most of which come from companies using Wisepops) and provide tips on effectively using them to engage visitors and drive conversions on your SaaS website.

Also, I will recreate all these campaigns so you know exactly how to set them up if you'd like to give then a try.

Get started:

• Drive more users to discover your latest features

• Get visitors to explore more pages on your website

• Send Slack alerts to your sales team when a lead fills out a website form

• Collect more emails with lead magnets

• Encourage visitors to sign up for a demo after visiting a few pages

• Get more free trial signups with a website bar

• Promote a time-limited free trial extension offer

• Help more clients discover personalized solutions with a quiz

• Get more signups by sharing personalized discounts based on geolocation

• Engage trial users with an onboarding campaign to encourage action

• Increase trial to paid conversion rate with a campaign for registered trial users

• Boost customer acquisition with welcome offers

• Introduce your business and benefits in a homepage video

• Encourage visitors to sign up for demos using embedded forms

• Drive visitors to your tools, reports, and other pages from the blog

Drive more users to discover your latest features

Until recently, Yespark's clients could only rent parking spaces by the month or longer. But the parking space rental platform has launched a new service: a short-term rental, allowing them to rent spaces for only a few hours or days.

The goals for promoting this project on the website were:

• announce the new service to visitors

• keep the signup form on the homepage above the fold (so another channel was needed)

• enable an easy start by driving visitors to the parking space finder located on a different page

• use a format other than popups, as Yespark was already running a discount campaign for new and returning visitors

To achieve these goals, Yespark decided to use the Wisepops feed.

Since the feed is located in an easy-to-find place that didn't interfere with the signup form—the website header—it was a perfect channel for this project.

So, the marketing team at Yespark created an onsite notification with the essential details about the new service, encouraging visitors to try it out:

The performance was excellent—

In just 14 days, almost four thousand visitors have opened the announcement, with 464 of them clicking to read the entire message.

Of those, 257 went to the parking space search page:

Combined with other channels (emails and ads), the feed greatly supported Yespark's promotion as well as the overall growth goals.

Let’s examine a few things that made this campaign effective.

The first thing was using the feed—a unique and attention-grabbing feature.

To maximize awareness of the service, the announcement was added to the top of the feed. So, it was the first one visitors saw after they opened it (here, the notifications are in French, the original language):

When visitors clicked the notification, they got all the essential info about short-term parking, including the time and price. That's the next thing, which meant that they got all the info in a matter of seconds.

The next thing was the easy access to the service. To find the hourly parking spaces, all they had to do was click the button:

The search page popped up right after clicking the notification, making it super easy to start looking:

How to create a similar campaign

Assuming you already have your Wisepops feed up and running (if not, here's how to install it), here’s what you need to do to replicate this campaign.

If you prefer video, check out this tutorial:

Go to Notifications in the main menu and click Create campaign:

Next, choose a template called Announce:

Next, personalize the notification preview by adding an image and text. Any adjustments you make will instantly appear in the preview panel on the right side of the editor.

Click Continue to proceed:

Now, we personalize the main notification—the one that appears when a visitor clicks the preview. This is where we give more details to capture the interest of visitors.

Add the image again (feel free to reuse the one you added to the preview) and the description. Your changes will appear in the preview panel, of course.

When those are done, customize the button by adding text and a link to a page where visitors can read more about the new feature. Or, it can be a link to the signup or login page.

The next step is about choosing who to show the notification to.

For instance, you can configure targeting to reach visitors who viewed specific pages or focus exclusively on repeated visitors.

Say, if we want to reach only those who visited more than once, we set Visit count > Is greater than > 1 in the Visit history section:

But if you'd like the notification to be displayed to all visitors, just choose Continue to skip this step.

But be sure to check out all the targeting options—as you'll see in the next campaign examples, they can really help make your campaigns contextual and personalized.

Moving on to the next step—goal tracking.

Tracking your goals helps you see exactly how well your campaigns are working. Click Add goal to begin.

For a new feature announcement campaign like this one, the goal might be to attract a specific number of visitors to the dedicated feature page.

In that case, you can set up a goal using the URL goal method. Just enter the URL that represents a goal conversion, eg, "https://www.company.com/newfeature."

Have questions? Learn more about goal tracking.

The only thing left is to publish the campaign!

Get visitors to explore more pages on your website

New feature announcements are only one example of a campaign you can share in the feed. So, I thought I'd show you how other SaaS businesses use this versatile channel to increase visitor engagement with different messages.

Dotdigital, a marketing automation platform, uses the feed to engage visitors with a few effective campaigns.

If you look at the image above, you'll see three of them:

• an invitation to watch a platform demo

• a message promoting a blog post

• a message with a link to a lead magnet

By offering them, Dotdigital gives visitors a choice of what to do next on the website, increasing the chances of engagement.

Let's see how it works—

When the visitor clicks on the first campaign (the demo invitation), they go to a landing page with a signup form. Just like that, they can become a new inbound lead:

How to create this campaign

Note: this campaign is called "One click", meaning that it consists only of the preview message with a color button. That's a super easy and fast way to drive traffic to landing pages, especially if you don't have to give a lot of info.

In the Notifications main menu section, choose to start a new campaign.

When choosing the goal, select One click:

Add the title and the link to the page with the demo.

Make sure that your title is descriptive enough so the visitor understands what they'll get when they click the button (in this case, a demo):

To add the button, simply toggle the Show Button option and add the text:

With our design done, choose to show this campaign to all your visitors by simply clicking Continue in the next step.

If you'd like to track how many people landed on the demo page, choose URL of the success page as the goal:

Send instant Slack alerts for your sales team when a lead fills out a form

On the Wisepops pricing page, visitors can sign up to learn more about custom enterprise plans. To reach out, they just need to click Book a demo, which will trigger a form where they can describe their needs.

Every request submitted through this pricing page form is instantly routed to our customer support and sales teams.

Here’s how it works:

The campaign is integrated with Zapier, allowing us to automatically send the collected data to two key tools—Slack and Intercom.

Through Zapier’s Slack integration, all the visitor’s details from the form are delivered directly to a dedicated Slack channel, ensuring our team has quick and easy access to the information.

At the same time, the lead data gets sent to our Intercom too (thanks to the Wisepops > Zapier > Intercom integration).

Here’s what that lead data message looks like—and it’s also automatically assigned to our sales team:

With these two workflows, both teams get lead data instantly. This means the sales team can jump on opportunities quickly and never miss a chance to make a sale.

How to create this campaign

The first step is to create a form.

In Wisepops, choose a full-screen template with two columns.

Remove the discount code section and add Email input in Blocks to begin:

I'll add the same signup fields as in the original campaign, but feel free to customize.

There are many options available for you, so you'll be able to collect all the critical lead information you need to understand their needs:

When you're done with the signup form, add the headlines inviting the visitor to provide their information.

Then, adjust the column width by clicking on the body of the campaign and by going to Column spacing (located in the menu above the preview).

Next, remove the default image in the left column and add a text block:

Add your text and customize that column.

Use the personalization menu on the top of the preview to change the text and Horizontal in Column spacing to change its width:

Our last signup form customization step:

Ensure that the campaign appears when a visitor clicks the Book a demo button on the pricing page.

Go to Display rules > Trigger and choose On click. Next, change the default hashtag "#wisepops" to, say, #demo.

Next, we need to add the same hash to the button on your website. For instance, to launch a campaign when a visitor clicks a link, simply include the hashtag as shown below:

<a href="#book-a-demo">button text</a>

That means going to your CMS and adding the hashtag (this guide will help if you have questions):

Prefer a video? Here's a quick tutorial:

Once we're done with the hashtag, we connect our campaign to Zapier.

Click the signup form and choose the Sync tab to view the list of the apps available for integration. Find Zapier at the bottom of the list and generate the key you’ll need to add to your Zapier account next:

First, log in to your Zapier account and make a new zap.

Start by selecting Wisepops as your trigger app (this is where you'll paste that key generated in Wisepops). Then, pick the event you want to trigger and connect the Wisepops account you’d like to use for this Zap (see below).

Once that’s set, choose your trigger.

Here’s how the trigger options look in our Zap: as you can see, we used a new Sign-up collected as the event, tied to a campaign from our pricing page.

To automatically send lead information to Slack, follow these steps to configure the action settings:

1. Create a new Zap and select Slack as the trigger app.

2. Choose "Send Channel Message" as the event.

3. Connect your Slack account (I’ve added one of our emails from Wisepops as an example).

4. Select the Slack channel where you’d like the message to be sent.

5. Compose the message text, including any fields you want to pull from the lead information (I’ve used the fields from the popup in my example).

Here’s a visual of these settings for reference:

Once you turn on the Zap, you and your team will automatically get Slack notifications whenever someone submits a new lead through that form.

Our last step is to integrate Wisepops and Intercom—the steps and settings here are the same until you reach the Action settings in Zapier.

Here, we need to take a different approach: send an email to an address linked to Intercom so the customer success team can step in.

To make this happen, we set up an automatic outbound email using Zapier’s built-in app. It’s a super handy feature made for team notifications, so there’s no need to connect to any other ESP.

The setup for this looks like this:

Collect emails with lead magnets

Lead magnets are one of Dotdigital's ways to get quality leads, so they create expert reports on topics relevant to their potential clients. This campaign made with Wisepops, for example, promotes a marketing benchmarks report available in exchange for an email.

Clicking Read now leads to a landing page with a signup form. There, Dotdigital collects important info like business email, company names, and country:

One great thing about this SaaS lead magnet promotion campaign is that it appears only on Dotdigital's blog and when the reader reaches 50% of the article.

This makes the campaign more user-friendly, as visitors have more time to learn more about the company:

How to create this campaign

In Wisepops main menu, click New popup campaign.

Next, choose a template in the gallery—I'll use one called Announcement with Image.

Begin by replacing the default image.

Click on the image in the template and then use Replace in the right-hand menu to add a file from your device:

Now, add the text promoting your lead magnet, and use the formatting menu on the top to customize it.

If your font is not listed, add your custom one easily.

Let's customize the button.

Choose it to reveal the options you need. Add the text and the link to the report's page in the left-hand menu...

...and then change its color and size using the personalization menu at the top of the campaign preview:

The original campaign from Dotdigital also has rounded corners.

If you'd like yours to have the same look, click on the body of the campaign and adjust corners in Border:

Once your design is finalized, we need to choose where to display this campaign. Dotdigital shows this campaign only on the blog.

With Wisepops advanced targeting options, you can choose to target your visitors on any page on your SaaS company's website—the only setting to do is add the URL to Display rules > Pages > Select URLs.

For example, to make this campaign appear on the blog only, add "/blog/":

We're almost there—the key is to ensure our lead magnet is presented when visitors reach the midpoint of a blog article.

Encourage potential clients to sign up for a demo after visiting a few pages

Research on the B2B customer journey suggests that buyers typically interact with at least three pieces of content before making a decision. When this behavior is combined with a visitor browsing a product features page, it becomes a strong indicator of purchasing intent.

That's why Dotdigital uses this demo request campaign made in Wisepops—it appears on a product feature page after the visitor views a few others on the company's website.

How to create this campaign

Choose New popup campaign in the main menu and select a template that suits your goal.

For this campaign, the Webinar announcement template should work perfectly. It's also configured to be displayed in the left corner of the screen, which is also more visitor-friendly.

Begin customizing it to suit your message. Replace the default image, add the new text, and customize the button:

Now, we want our visitors to browse at least a few product pages before seeing this campaign. To set this up, go to Display rules > Trigger.

There, go to the section at the bottom.

Choose After delay and set these two conditions: three pageviews and 10 seconds on a page. The campaign will appear only on the fourth page, shown only to visitors who have browsed more than three pages, and will display after a 10-second delay.

Get more free trial signups with a prominent website bar

Using onsite channels to drive more software signups is a common and effective practice. Biteable, an online video maker using Wisepops, makes this happen with a bar campaign.

This type of campaign appears as a sticky bar at the bottom of the page. It's a less intrusive way to prompt visitors to sign up for a free trial compared to other formats.

How to create this campaign

To create this type of campaign in Wisepops, click on New popup campaign and choose Popup for the campaign format. The Case Study Quote Announcement template would be perfect for this campaign.

Begin by replacing the default image and reducing the size of that column:

Next, replace the default text with the text promoting your free trial.

As for the button, you can customize the default one...

...or replace it with two buttons just like in the original campaign.

If the second option sounds better, go to Blocks in the main menu and drag the Two buttons block onto the campaign:

Next, personalize the buttons and choose a great background that complements your selected image.

For example, I’ll opt for a black background paired with white text for a clean contrast:

With the design finished, choose pages where you want this campaign to show in Display rules > Pages > Select URLs.

We may want to delay the campaign's appearance, as it partially covers the screen. For instance, we can configure it to appear once a visitor has scrolled through 60% of the page:

Promote a time-limited free trial extension offer

The team at Hallow, a Christian prayer and meditation app, wanted to get the word out about their extended 90-day free trial. To make it happen, they used a multichannel approach. Offsite, they ran paid ads, and onsite, they used exit intent campaigns, bars, and embeds.

The exit popup connected Hallow’s Super Bowl commercial and Lent campaign with its organic visitors. With familiar faces from the Super Bowl and social media ads, it invited visitors to join Mark and Jonathan in prayer with a 90-day trial.

The campaign’s desktop and mobile versions combined to attract an impressive 32,533 visitors to the app's signup page.

If your SaaS marketing strategy also includes influencers and ads, using this campaign could help boost lead generation and signups.

How to create this campaign

To create this type of campaign in Wisepops, start by clicking New popup campaign and choosing a template. I'll go with Demo Announcement.

For this tutorial, I'll create a campaign for a personal productivity app.

Start by replacing the default image and adjusting its size with Block size:

Next, add your text and personalize the CTA button by customizing its design and linking it to the signup page:

If you want to display this campaign only on exit, as Hallow did, navigate to Display rules > Trigger. Then, select On Exit:

Tip:

Use the toggle in the top-right corner of the popup editor to switch between desktop and mobile previews, allowing you to see exactly how your campaign will appear.

More about mobile campaigns

Help more clients discover personalized solutions with a quiz

Morgen, an AI daily planner, provides a range of templates for maximizing productivity. To personalize the templates for users, the company offers to take a quick quiz with questions about their most productive times, typical tasks, planning habits, etc.

The survey is made with Typeform and asks for an email to send the results at the end, helping Morgen generate quality leads.

Morgen uses this good-looking campaign made with Wisepops to help new visitors discover the personalized templates offered through the quiz:

The combination of this promotional campaign, the quiz itself, and personalized recommendations sent to those who provided their email is a great SaaS lead generation strategy.

Not only Morgen does make it easy to learn about the product but also to get a lot of value right away. This is essential for SaaS companies like Morgen, which do not offer free plans.

Also, this strategy ensures that Morgen engages many "window shoppers" who otherwise would have left without providing their email.

How to create this campaign

For this tutorial, let's make a campaign for a personal finance management app.

To create this type of campaign in Wisepops, start by clicking New popup campaign and selecting Blog Article Announcement template or similar.

Start by replacing the image (use a real image of your product) and adding new text:

Next, I will personalize the button.

Add the link to the quiz, activate click tracking, and enable animation:

Next, let's do one thing differently—

let's add a hesitation-reducing microcopy below the CTA button. Our goals are to make the quiz feel quick, so people are more likely to click and participate.

Click that section to reveal customization options. I will add "Takes less than 2 minutes" to reduce the perceived time commitment. But feel free to try other options, like mentioning the number of questions or an incentive if relevant.

Now, with our design done, choose how to display this campaign.

Here are some ideas:

• on exit, to avoid interrupting browsing experience

• 15 seconds after a visitor lands on your website to give them some time to explore

• on the third page a visitor views to give them even more time to explore your product

Of course, there are other options, such as showing it to new or returning visitors only, visitors from paid ads or email campaigns, or

Find all these options in Display rules.

Get more signups by sharing personalized discounts based on geolocation

Morgen uses another great example of how SaaS businesses can speed up signups and sales. It offers a 40% discount to new users signing up from Poland with this bar displayed only on the pricing page.

Here's a closer look:

This simple yet effective pricing localization campaign is a great example of website personalization, too, as it targets visitors based on their location (I wrote this article in Warsaw, Poland).

How to create this campaign

In Wisepops template gallery, choose Bar format to see all available bars.

Choose the one you like the most. I picked Coupon Bar with Discount Code with a copyable code to make it easier to get the discount.

Begin by adding the text:

And then select the discount section and add the code in the left-hand menu:

If your discount code is long and isn't displayed fully, use Size in the top personalization menu to adjust the width of the code component:

Now, we work on colors.

Update the background and text colors so they match your website's design. To take your personalization one step further, add a background image or use CSS:

I decided to add a background image to make this final design:

Now, let's set display rules to make sure only France-based visitors see this campaign. Go to Display rules > Audience and choose Specific regions in Location.

Then, type the country you want to target (in our case it's France) and select it:

You can also create different bars for other locations or countries and show them based on visitors' geolocation.

Engage trial users with an onboarding campaign to encourage action

Effective in-app campaigns can make all the difference in turning trial users into long-term customers.

When new users sign up, you can guide them through essential steps inside the platform with an onboarding checklist.

This campaign highlights key actions—such as connecting integrations, setting up workflows, or completing their first task—so they can quickly experience your platform’s value.

How to make this campaign

Note: in this campaign, we're going to use HTML code to add formatting as well as a custom font. You don't have to have any experience—the code could be generated in seconds by AI. So you'll definitely manage to do it, too.

Begin by choosing a template (I'll go with Blog article announcement again).

Remove the default image and drag Video element from Blocks:

Next, add the URL of your video to the form (I'll add an intro video from the Wisepops dashboard). Also, turn off the autoplay because we want users to click the play button:

To adjust the position of the video, click it and use Size selector. For example, if you'd like the video to stick to the edges of the campaign, choose Full width.

I'm gonna leave some padding on the sides by setting the width to 730 px and add a Divider block on the top:

Now, let's customize your text.

Wisepops has tons of fonts, but if yours isn’t on the list, no worries – just add it!

Click My custom fonts at the end of the font list and paste your font name and its Google Fonts link (I used Source Sans 3 by Paul D. Hunt):

With our font ready, let's add some text.

I'd like the list with the key onboarding actions to have big colorful bullets, and one of the fastest ways to generate that is with an AI software like Claude or Chatgpt.

I will draft the text and then use Claude to generate a four-point bullet list. The list will feature numbered blue bullets, separated by dividing lines, with approximately 57px of added padding for a clean and polished look.

Here's my prompt:

"Create a professional onboarding popup with blue circular numbered steps (1-4), divider lines between steps, font sizes from 18 to 16, and side padding of 1.5cm for a marketing app."

Here's the code that Claude generated (we'll use it in a second):

Now, drag HTML in Blocks below the video on the template add the code in the editor on the left. Wisepops will immediately convert the code into a design on the template!

If you're not completely happy with the initial design, just change your Claude/Chatgpt prompt accordingly. For example, you can change colors and add links to the list, helping your new users complete the onboarding tasks easier.

To complete our design, let’s customize the button. I’ll apply a blue color, set the call-to-action text to “Get Started Now,” and configure the button’s action to close the popup.

The text field and the button action are on the left while the rest of the options appear above the campaign preview when you click the button block:

Okay, our design is done, so now we need to choose where exactly your new users will see it.

The option I'll go with is to show the campaign immediately upon a user's first visit to your app. This can be effective in capturing their attention early on and guiding them through the onboarding process from the start.

For example, the page where your new users land after signing up on your website may look

https://app.company.com/complete-registration/onboarding

Go to Display rules > Targeting > Pages > Select URLs.

Then, choose Specify where to display.

Add the link in the window that opens and choose Simple URL match (This guide will help if you're unsure which option you need):

Increase trial to paid conversion rate with a campaign for registered trial users

A well-timed website campaign targeting logged-in returning trial users who haven’t yet subscribed can remind them of your platform’s benefits and encourage them to upgrade before or after their trial expires.

This campaign can include a simple reminder, a time-sensitive offer, a client testimonial, or a personalized message based on their activity.

With Wisepops, you can create such campaigns thanks to Segment integration. It can send a custom parameter and display this message specifically to logged-in users, whether they access your website or platform.

How to make this campaign

In your chosen popup campaign (I went with Blog article Announcement), remove the default image and replace the text.

I'm going to use this pre-made image with a client review instead of the default one:

Next, I will revise the text to align with my campaign goal: reminding users that their free trial is nearing its expiration.

Instead of just replacing the template text, I'll use HTML in Blocks to make a sleek, well-designed layout. It will feature checkmarks for added clarity and use the Basel Grotesk font.

I'll drag that block onto the template and use the HTML code I generated with Claude. I used a simple prompt (provide the text after this):

"Create a text with blue checkmarks for steps (1-4), divider lines between steps, no side padding, use Basel Grotesk."

Feel free to change your prompt and adjust the formatting. Previewing is easy—just take the code from Claude and paste in the HTML block you added to the template.

Here's the code that I'll use:

Now, add the code to see how the layout looks. Keep refining your prompt until you've got the look that matches your branding:

Next, the button.

Link your pricing or upgrade page in the left-hand menu and adjust the design using the personalization menu on the top:

Now, I feel like the template is a bit incomplete, so I will add an icon of a clock on top of the headline for extra emphasis on the time-sensitive nature of the campaign.

To do this, I'll use the Image block, place it above the headline and upload the icon. Adjust the size and look by using Block size and Image settings on the top:

Now, we'll set this campaign to appear to logged-in visitors to your website or software. To do that, we need to integrate Segment.

In your Segment dash, navigate to Connections > Destinations and add Wisepops if it’s not already connected:

➡ See the steps

Next, we need to set up tracking user trial status in Segment.

Ensure your app sends an identify() call to Segment with a parameter like:

"days_left_in_trial".

Example:

This ensures Wisepops can use this parameter to target users.

Return to Wisepops and navigate to Display Rules. Under the Advanced tab, locate the option for Custom properties:

Let's show this campaign to those who have only one day left in their free trial.

Set the property:

• Property: days_left_in_trial

• Condition: is equal to

• Value: 1

And now the last step:

Decide where to show this campaign. I recommend to display it both on your website and inside your platform (e.g., dashboard page).

To do so, go to Display rules > Pages > Select URLs.

Choose Simple URL match (meaning that the campaign will appear on any page starting with this URL) and your website's and software's domain names, e.g.:

• https://yourwebsite.com/

• https://app.yoursoftware.com/

Now that you have set up the display rules, save your campaign and publish it.

Boost customer acquisition with welcome offers

Another way in which you can use Wisepops as a SaaS business is to attract new clients by offering discounts. That's exactly what Yespark is doing with this welcome message on their website.

The discount is given for the first monthly parking, which could is an excellent way for users to see the value of the app without spending a lot of money.

Yespark showed this campaign to new visitors only and generated 3,494 emails:

How to create this campaign

For this campaign, we need an original image, a discount idea, and your email marketing app to sync the leads automatically.

Start by selecting a popup template—I'll use one called Email Signup Coupon.

Replace the image with your own and edit the text:

Next, we will personalize the colors.

Click the body of the campaign to open up customization options. Use Background to change the color of the background section:

Next, this campaign has a second window where you can either share the discount or let the new subscribers know that the discount will be sent in an email soon.

Click Step 2 above the campaign preview in the editor to switch to that window:

The default design in the template I chose looks like this, so we need to customize it.

I will use the same image and write a short message asking the visitor to check their inbox for the discount:

Here's my design:

Finally, connect your email marketing app.

Click the email signup section and choose Sync to find it:

That's it!

Introduce your business and benefits in a homepage video

Videos are a great way to engage visitors and showcase your product or service, their benefits, and how they can solve your customers' problems.

If you visit Templafy's homepage, you'll see that one of the buttons at the very center of the homepage offers you to watch a video:

If you click that button, you will launch an intro video:

With Wisepops, you can also give more visibility to your videos in the same way. Just as we did with the demo request form earlier, we need a campaign that launches when someone clicks a button.

How to create this campaign

Since we’ll be adding the hashtag in your website’s CMS again, here’s a handy guide in case you have any questions.

Start by picking a video template from the popup gallery—I’d suggest the one called Video with Tab.

Then, turn off the tab by heading to Tab and selecting Never in the Start Displaying section. Since the campaign will launch when a visitor clicks, we won’t need the teaser.

Next, click on the campaign to open up the video settings. Drop in the link to your YouTube video. I’m using the intro video from Templafy's Youtube channel:

Next up, let's set up the trigger.

Head over to the campaign Display rules and choose the "on click" trigger option in the settings. By default, just pop "#wisepops" at the end of your trigger link.

Feel free to swap out "#wisepops" with something like #promo-video, #new-video, or #launch-video—whatever fits your setup. This makes it super easy to run multiple click-triggered campaigns on the same page.

The final step is simple yet crucial.

Enable your campaign by adding the appropriate hashtag to the link or button you want to use.

For instance, if you'd like the campaign to launch when a user clicks a link, here's how you can set it up:

<a href="#intro-video">Link text</a>

Adding the #intro-video hashtag to your button link ensures the video campaign plays automatically when that element is clicked.

Encourage visitors to sign up for demos using embedded forms

If your website has a blog, then you can add signup forms there to drive more signups for demo meetings.

That's something you can do without coding thanks to embedded forms in Wisepops—they are forms you can add almost anywhere on your website.

For example, Order.co, a procurement and accounts payable automation software, used this tactic on their blog by offering a trial for visitors who request a demo. Every article on their blog has this form at the very end:

How to create this campaign:

Just a heads-up: you’ll need a basic understanding of CSS to use this campaign.

Don’t worry though, this video will walk you through the whole process:

Choose an embed template in our gallery.

I'll go with one called Countdown Coupon Embed with Discount Code.

Start by removing the content of the right column.

Next, let's set up the lead capture by choosing Email input in Blocks:

Keep adding the fields you'd like the form to have by clicking +Add field. I will ask for the visitor's name, email, website, and phone number:

Once you've chosen your fields, adjust the size of the form in Column spacing. Use the Horizontal and Vertical adjustment to perfect it:

Order.co's campaign has the heading in the left column, but I will move it to the right one.

If you'd like to do the same, drag the Text block onto the template above the signup form and customize it using the top menu:

Now, I'll add an image to the left column.

Choose that column, remove the default text, and enable Background image in the left-hand menu to be able to add it:

Let’s make sure the emails and phone numbers collected from this form get sent straight to your SMS and email marketing software.

Click the signup form on the campaign and go to Sync in the left-hand menu. There, choose your apps to send the new leads to.

If you have questions about integrating Wisepops with your tech stack or syncing your leads, this help center post will help.

The last thing to do before adding the campaign to your website is to decide what will happen when a visitor clicks "sign up." Let's confirm that you received their data and someone from your team will get in touch with them shortly.

To do so, click the button to view our options.

I will choose Show next step but you can also choose to redirect the visitor to a different page (say, with your sales team's calendar) or simply close the form.

When you choose to display the next step, you'll see a second window appearing in the campaign preview:

This window will have the same content as the first one, so you will need to customize it.

I would suggest confirming that the demo has been booked successfully.

Now, our design is done, so we can see it in action.

Hit Preview in the right top corner.

Here's my version:

Finally, it’s time to add the campaign to your website and start getting leads.

Properly positioning your embed is crucial, and it starts with understanding CSS selectors. Here’s a quick guide to help you get started.

Follow these steps to integrate your embed:

1. Open the webpage where you’d like to display your embed.

2. Right-click on the specific spot where you want the embed to appear.

3. From the menu, select Inspect. This will open the developer tools, which highlight webpage elements as you hover over them.

Place your cursor over the container where you want to add the embed. I'll choose the last paragraph in the blog post because I'd like the form to be displayed after the article.

To copy the selector, just right-click on the element, pick Copy, and then select Copy selector from the menu:

Return to the Wisepops campaign builder and paste the selector you copied.

Then, use the dropdown menu to select the precise position where you want the embed to appear within the container (in my case, At the end):

Encourage visitors to sign up for demos using embedded forms

It's not always appropriate to add signup forms everywhere, so we can use embedded forms to drive visitors there. This would be a great campaign for the landing pages with your services, for example, because many visitors who are interested in what you offer will go there.

Similar to the previous campaign we designed, you can effortlessly create and integrate comparable sections into your web pages.

How to make this campaign

Choose an embed template in our gallery. I will use Announcement embed.

Remove the left column by disabling the multi-column format in Blocks > Style:

Add new text and the link to the demo signup page:

Next, let's add a background image that will catch the visitors' attention:

Enable this element in Design > Style.

Since our image is darker, I'll change the font color to white. To adjust the color of the image, use Background in the top personalization menu.

Here's what the final design looks like:

The only thing left is to choose the place for the campaign on your website.

Follow these steps to add this form to your website (more info here):

1. Open the webpage where you would like to add the embed.

2. Right-click on the specific spot where you want to place the embed.

3. From the menu, select Inspect. This will open the developer tools, which highlight webpage elements as you hover over them.

4. Place your cursor over the container where you want to add the embed (in this case, it could be a section on your landing page).

5. Right-click on the element and select Copy from the menu.

6. Return to the Wisepops campaign builder and paste the selector you copied.

7. Use the dropdown menu to select where exactly within that container you want to place the form (e.g., Before or After certain elements).

Now, when visitors land on that specific page, they will find this form.

Drive visitors to your tools, reports, and other pages from the blog

Embedded forms are a versatile tool, so why not use them for more than just demo signups? You can integrate similar campaigns to drive visitors to your free tools, lead magnets, and signup pages.

That's what AirDNA is doing. The company's software collects short-term rental data from Airbnb and other similar websites to generate insights for real estate investors and hosts. So, they produce reports like this one on the best places to invest in vacation rentals and free tools like this "How much can I make on Airbnb?" calculator.

AirDNA increases traffic to its reports and tools by showcasing them in its resources section, which functions as a blog.

Let's examine their strategy in this article about real estate syndication.

Here’s an example of how they highlight the two essential resources that provide beginners with the basic information needed to determine if real estate syndication (a joint real estate investment) is the right strategy for them:

That section is smartly placed right after the beginning, so those who prefer hands-on tools and practice.

If we scroll down a bit more, we find another section offering us a free trial of AirDNA for those who might be considering learning how to invest online:

And if we scroll down even more, we get another section offering us to get started with AirDNA's research tools for free:

All these sections are contextually placed, making them a good fit for the readers of this article. By integrating such sections, AirDNA is able to drive more visitors to the signup page, lead magnets, and tools.

How to make this campaign

Let’s create two campaigns: one featuring two buttons and another with a single-button design.

In Wisepops, choose an embed template from the gallery—I'll use one called Announcement embed.

Begin by removing the default image in the left side (as always, just choose the element to open all the options you might need) and the text on the right side. Leave the button for now.

Then, let's add the button to the left column. Go to Blocks and drag the Button element onto the template:

Next, let's customize the buttons.

Choose them to view personalization options and use your website's colors to make them look great on your blog.

Like here, you can add text and link your resources through the menu on the left, while design customization options are located at the top. The arrow on the right highlights the button's width adjustment setting:

I will leave the background white since the section will be located on the blog (but feel free to add colors or even a background image as long as it fits your website's design well).

Our design is done but it doesn't mean that your campaign will look exactly the same on your website, of course.

To embed this form on your website, simply follow these steps below. For additional details, check out our guide here.

1. Go to the webpage where you want to add the embed.

2. Right-click on the exact spot where you’d like to place it.

3. Click Inspect from the menu. This opens the developer tools, which let you see webpage elements as you hover over them.

4. Hover over the container where you want to add the embed (like a section on your landing page).

5. Right-click on the element and choose Copy from the menu.

6. Head back to the Wisepops campaign builder and paste the selector you copied.

7. Use the dropdown menu to pick exactly where in the container you want to place the form (e.g., Before or After certain elements).

Now, let's move on to the second campaign (with one button).

Choose a one-column template for optimal results and replace the default text with your own. Customize the button by adjusting the colors and adding a link to your signup page:

Next, choose a background that complements your design. Opt for a color or image that ensures the text remains clear and easy to read.

To customize the color, click on the campaign body to access the Background color selector, indicated by the arrow on the right. If you prefer to add an image instead, use the Background image option, marked by the arrow on the left:

Finish your design by choosing colors that will keep your text readable. I'll go with white, just like the original campaign from AirDNA.

Choose the elements with texts to open personalization options and make your changes:

That's it, the only thing left is to choose the place for the campaign with CSS selectors as described in the previous campaign.

Get a free account today

Try Wisepops for free for 14 days to see how you can start growing your website conversions with our platform:

Or book a demo to see other SaaS businesses converting visitors.

For more info on how businesses are using Wisepops, check out:

• Atelier Damaya case study

• 12 campaigns you can launch with Wisepops today

• How to convert more perspective students on a university website