What You’ll Learn

• How to create a two-part lead capture system with a main pop-up and persistent sidebar
• Step-by-step setup of sidebar box design and functionality with button configuration
• How to connect your sidebar and pop-up through cross-referencing actions
• Important rule configurations to ensure proper display timing and user experience

Build the Boxes

You’ll need to create two boxes in your account; one to serve as the email capture pop-up, and one to serve as the sidebar.

Start by creating your email capture pop-up.

Next, set up the sidebar. For the design, you’ll want to build something small and simple that can sit comfortably in the corner of the site. We recommend a small rectangular setup like this, but there are plenty of options you can run with!

Set the X up as a button with a clear background that closes the sidebar:

In the example above, we’re using a background image that also has a clear background, but you can also just use the letter X as text on a clear background.

Next, set up a button that will take up the entire area of the sidebar. Set this button to “Open Another Box” and select your pop-up from the dropdown.

When clicked, this button will remove the sidebar, and open the pop-up.

There’s one final step to do on the pop-up itself, so head back into the editor for that box. Click on the close button for that box, and set it to “Open Another Box”. This time, select the sidebar from the dropdown

Rules

Now that the design is ready for both the sidebar and the pop-up, it’s time to add rules!

You’ll want to include these rules on the sidebar

With this setup, the sidebar won’t show until someone has viewed the pop-up at least once, and it will show on every page the user browses thereafter until that user submits the pop-up.

As for the pop-up itself, this can have any rules you like on it! When you set a box to fire on a button click, it will always fire when that button is clicked regardless of which rules are on it.