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Creating Your First Popup

Step-by-step guide on creating your first popup in Alia

Written by Rojen M Reji

This guide will walk you through each step—from setting your theme and logo to customizing your popup design and adding key actions like rewards, triggers, and opt-ins. Let's get started!

Before you begin using the popup builder, it's crucial to create a campaign, as this serves as the entry point to accessing the popup functionalities in Alia.

Quick Start: Log in to Alia, navigate to the Campaigns section, and click Create. Give your campaign a name and click on it to enter the popup builder.

Step 1: Choose a template

Once you are in the popup builder, you’ll be prompted to choose a template for your popup from our template library. Our templates are designed for high conversion and can be fully customized. Once you've made your selection, click Next.

Step 2: Customizing Your Popup Theme

The Theme step allows you to match the look and feel of your popup to your brand identity. Here is how to personalize it:

  • Choose Your Brand Colors: Update your Text, Background, Accent, and Accent Foreground colors using hex codes. You can also import colors from your storefront directly.

  • Select Fonts: Choose your Display and Body fonts. Popular picks like Sora and Nunito offer a modern aesthetic.

  • Adjust Border Radius: Set the corner rounding (e.g., 4px for a subtle rounded look).

  • Add Text & Button Styles: Customize headings, body text, and compliance text, as well as primary, secondary, and icon button styles.

Use the Mobile and Desktop toggle in the upper right corner to preview how your popup will appear on different devices before clicking Next step.

Step 3: Uploading Your Logo

Adding your logo reinforces brand identity and builds visitor trust.

  • In the Logo step, click Upload logo on the left side.

  • Choose your image file (ideally a transparent PNG or SVG).

  • The logo will automatically appear at the top of your popup preview.

Preview on Mobile and Desktop

  • Use the Mobile/Desktop toggle to check how your logo displays across devices.

  • If your logo isn’t clearly visible due to the background, consider adjusting the theme colors in the previous step.

That’s it! Once you’re happy with your logo placement, click Next step to continue building your popup.

Step 4: Adding a Floating Button

The floating button is a small, dismissible call-to-action that remains visible after the popup is closed—making it easy for visitors to reopen it if they change their mind.

1. Choose the Button Position

From the dropdown on the left, select where you'd like the button to appear on your storefront:

  • Bottom left (default)

  • Bottom right

  • Left wall

  • Right wall

You'll see a live preview of your selection on the right side.

2. Avoid Disabling It

While you can choose “No floating button”, this is not recommended. Without it, users won’t have a way to reopen the popup after closing it.

💡 Tip: The floating button text (e.g., Get 10% off) is automatically pulled from your popup offer but can be customized later in settings.

Once you're satisfied with the button placement, click Next Step to proceed.

Step 5: Set Up the First Step (The Mini Quiz)

The First Step is where you gather zero-party data. We recommend the Mini Quiz format for the highest signup rates — for example, asking "Who are you shopping for today?" with options like "Myself" or "Someone else" makes the experience feel conversational.


Other available options include:

  • Spin to Win / Plinko: Gamified experiences with pre-decided rewards.

  • Mystery Box / Scratch Off: Interactive elements that reveal a reward.

  • Micro Commitment: Asks for a small confirmation before showing the offer.

    Once your question is set, click Next step to proceed to the email and phone capture screen.

Step 6: Collect Email and Phone Number

To deliver rewards, you need to capture contact info. You can collect Email only, or Email and SMS information.

Compliance Settings

To enable SMS, you must provide:

  • The legal name of your brand.

  • A link to your Terms of Service

  • A link to your Privacy Policy

  • A default country code

These details ensure your popup remains compliant with texting regulations (TCPA, GDPR, etc.).

💡 Layering SMS after email helps qualify more engaged leads and improves deliverability through multiple channels.

Click Next step to set up the reward logic.

Step 7: Configure the Reward

Now that you’ve collected the visitor’s contact info, it’s time to deliver the reward you promised — in this case, a discount.

Choose how you want to incentivize your visitors:

  • Static Code: A single reusable code (e.g., WELCOME10).

  • Unique Code: A one-time-use code generated for each user.

  • Smart Reward: Different rewards based on customer intent.

  • Custom/No Reward: For giveaways or non-discount offers.

Step 8: Choose Opt-In Logic

This determines when the reward is revealed and how consent is handled:

  • Single Opt-in: Reward is shown immediately. Recommended for Klaviyo.

  • Double Opt-in: Users must confirm via email/SMS first. Recommended for Postscript and Attentive.

Opt-in Options

  • Single Opt-in (Selected by default)

    The reward (e.g., discount code) is shown immediately after the customer signs up.

    • Ideal for a seamless user experience.

    • Recommended for Klaviyo and most other email providers.

  • Double Opt-in

    Users must confirm their signup (e.g., via a confirmation email or SMS) before receiving the reward.

    • Adds an extra compliance layer, especially useful for SMS.

    • Recommended for Postscript and Attentive.

💡 You must still configure single or double opt-in within your email/SMS provider. Selecting the option here is to maximize signups to your lists depending on which setting you have configured in your email/SMS provider.

Step 9: Add Triggers

Control when your popup appears using these triggers:

  • Time Delay: Default is set to 5 seconds.

  • Exit Intent: Fires when a user is about to leave the site.

  • Scroll Depth: Appears after a certain percentage of the page is scrolled.

  • Smart Trigger: Uses predictive analytics to re-trigger the popup for likely converters who previously closed it.

Step 10: Make Your Campaign Live

Once you are satisfied with the design and logic, navigate to the Campaigns Dashboard. Locate your campaign and click the toggle button to publish it.

💡 Tip: You can also schedule the campaign, set up A/B tests, or edit targeting before going live.

Once live, your popup will start appearing to visitors based on your targeting settings!

Next, you will want to familiarize yourself with an Overview of the Alia Popup Editor.

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