Signup popups, flyouts and double opt-in

Any form can be a popup (a box in the middle of the screen) or a corner flyout (a small card in a corner that leaves the page usable). Most people use a short one: an email field, maybe a first name, and a Marketing Opt-In tick box.

Make a form a popup

1. Build the form in Forms→ as usual. Popups show short fields only: text, email, phone, number, long text, dropdowns, radio buttons, checkboxes, tick boxes and headings. Anything else (addresses, file uploads, vehicle pickers) is left out of the popup.
2. Open its Marketing tab and under Show as pick Popup or Corner flyout.
3. Choose Where it shows:

• On my BuildTrack website: it appears on your published Website Builder site.
• On my own website: press Get the code and paste the snippet into your site's theme, just before the closing body tag (Shopify: Online Store → Themes → Edit code → theme.liquid).

4. Choose When it shows: after a number of seconds, after scrolling part-way down the page, or when they move to leave the page (computers only). Tick more than one and it opens at whichever comes first.
5. Which pages: every page, only some pages, or every page except some. One page per line; a matches anything, so /products/** is every product page.
6. Who sees it: phones and computers, or just one. Then how long before it shows again once someone closes it, and whether it ever shows again once they've signed up. Don't show it to people who've signed up hides it from anyone who has already signed up through any of your popups on that browser.
7. Add a heading and a line of text (or leave them blank to use the form's name and description), check the Preview, and press Save display settings.

The button uses the form's Submit Button Text and the thank-you uses its Success Message (Settings tab). The colour comes from the Style tab. Popups are always on a white card, wait until the page has loaded, never show on checkout or account pages, and on your BuildTrack website they wait until the visitor has answered the cookie banner. People can close them with the × button, the Esc key or by clicking outside.

Submissions from a popup are normal form submissions: they run the form's Routing, show in Submissions, add people to the form's list and start its automations.

Double opt-in: ask people to confirm their email

On the Marketing tab, turn on Ask people to confirm their email. Then, when someone ticks the form's Marketing Opt-In box:

1. They're added to your CRM as usual, but not subscribed yet.
2. They get an email from your business, in your colours, with a Yes, subscribe me button. The link works for 7 days and only once.
3. When they tap it they see a "You're subscribed" page with your logo. Only then is their email consent recorded (marked double opt-in confirmed on the contact), they're added to the form's list and the form's automations start.

The popup and the form page say "Check your inbox" whether or not an email was sent, so nobody can use your form to find out who's already on your list. We send at most one confirmation email to a person every 10 minutes (three a day), never to an address that has bounced or complained, and not at all to someone who is already subscribed. A confirmed yes also lifts an earlier email unsubscribe for that person.

Both steps are in the contact's consent history: Double opt-in sent and Double opt-in confirmed.

If something's not right

• The popup never shows: check the form is Active (Settings tab), On my BuildTrack website is ticked, the page and device rules match, and you haven't closed or submitted it in this browser lately (try a private window).
• "Not shown in the popup" under Wording: those fields don't fit a popup. Move them to a separate form.
• Nobody gets a confirmation email: the form needs a Marketing Opt-In field, and the person has to tick it.