How to Easily Create a WordPress Multi-Step Popups

A multi-step popup is one of the most effective ways to boost conversions. By creating 2-3 steps popup campaign, you can engage with visitors a little longer. I personally don’t like any type of popup campaign. When it shows up on my screen, I hit the X button. I don’t read it, just hit the X button.

However, I sometimes read a multi-step popup campaign. Why? Because it catches my eye!

Most of the multi-step popups I see on the internet are Yes or No question. I often read the question before hit the X button. Asking a question is a clever way to get people’s attention.

In this article, you’ll learn how to create a multi-step popup that will boost conversions.

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First of all, what is a multi-step popup?

Have you ever seen a popup that prompts you to sign up for the newsletter when you browse online shops? Usually, the pop up says “sign up for our newsletter to get 25% off for your first purchase” or something like that.

These popups are very common in the eCommerce business, but you can add a little twist by using multi-step popups.

Here is some example of the multi-step popup:

Credit: OptinMonster

A psychological phenomenon called the Zeigarnik effect proves that people are more likely to finish the process once they started. So, once people clicked Yes/No multi-step popup like an example, most people tend to give you their email address to finish the process.

How to create these multi-step popups? OptinMonster, a lead-generation plugin for WordPress, allows you to create these types of multi-step popups easily. Let’s check out how you can build one in under 5 minutes! (it’s super easy)

How to add multi-step popups using OptinMonster?

To use the Multi-Step Popups feature, you need to Get Started and choose a plan at least Pro.

Here is a list of subscription plan:

Note: If you don’t like OptinMonster over the next 14 days, you can get a full refund.

Once you’ve purchased Pro or a higher subscription plan, you’ll need to install and activate the OptinMonster plugin in your WordPress.

Go to Plugins > Add New > Type “OptinMonster” into search plugin > find plugin named “Marketing Toolkit by OptinMonster – Popups, Email Optin Forms & Newsletter Subscribers (the green one-eyed monster) > click Install Now > after that, click Activate.

Now, you see the OptinMonster welcome screen and we can get started from here to create a multi-step popup campaign.

Let’s create a popup with Yes/No just like an example above.

Step1: Click the green button upper right corner, “Create New Campaign.

Credit: OptinMonster

Step 2: Select “Popup.”

Credit: OptinMonster

Step 3: Choose templates that fit your design needs. In this tutorial, we will be using the template called “Boost.

Credit: OptinMonster

Step 4: Name your campaign and select which website you’d like it to load on. Then, click “Start Building.”

Credit: OptinMonster

Step 5: Once you clicked the Yes/No tab on the top, you’ll see the green button says “Enable Yes/No for This Campaign.” Click it.

Credit: OptinMonster

Step 6: Now, all you need to do is make some design changes by clicking on the element. For example, if you want to change some text, click the text part on preview page. We selected the Yes/No campaign, so the text needs to be some kind of question.

Credit: OptinMonster

Step 7: Edit Yes button. You can add a specific call to action text in the text field. After the edited Yes button, go under the button alignment section and click “Action.” Then make sure your “Go to” pull-down selected “The Opt-in view.” This means successful submission will bring your website visitor to opt-in view.

Credit: OptinMonster

Step 8: You also need to add the No button. Same as the Yes button, add a specific call to action text in the text field and setup action.

Credit: OptinMonster

Step 9: Next, Toggle where it says swap buttons. This is important step. Do not skip (:

Credit: OptinMonster

Step 10: Now, go to “Display Rule.” On this page, we will decide when and where this popup will show on your website.

Credit: OptinMonster

Step 11: After you set up the display rule, click “Integrations” and connect your email marketing services.

Credit: OptinMonster

Step 12: Final step! Go to the “Publish” tab and change the “Paused” status to “Live.” And click “Save.” That’s all.

Credit: OptinMonster

OptinMonster is an easy and affordable content marketing tool for bloggers, publishers, and small business marketers. It works on all types of websites like WordPress, Drupal, Joomla, Magento, Shopify, or HTML website. Not only WordPress!

And also, OptinMonster has integrations with major email marketing services such as Mailchimp, InfusionSoft, Campaign Monitor, Constant Contact, and more. If you want to know more about OptinMonster, please visit their website here and explore some features.

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