---
title: "Work with promotional pop-ups"
slug: "work-with-promotional-pop-ups"
abstract: "How to create a promotional pop-up in Sitecore Send."
---
# Work with promotional pop-ups

A promotional pop-up enables you to promote a special offer, a particular product, or an event on your website. This topic describes the promotional pop-up form settings page.

## Create a promotional pop-up form

To create a promotional pop-up form:

1. On the menu bar, click **Growth Tools** > **Subscription Forms**.
2. In the top right-hand corner, click **New** > **Subscription Form**.
3. In the **Choose subscription form type** dialog, below the **Promotional pop-up** option, click **Create**.
4. On the **Set basic settings** page, enter a name for your subscription form, then click **Next**.

    > [!note]
    > The name for your subscription form is for internal use only and is not shown to visitors on your page.

## Create a design

To create the design:

1. On the the **Design** page, click **Start designing** to access the subscription form editor.
2. To find a template to use as your starting point, browse the **Template Library**.
3. Click **Use Template** to apply a template to your design and click **OK**.
4. In the subscription form editor, use the [options available](https://doc.sitecore.com/send/en/users/sitecore-send/subscription-forms/working-with-the-subscription-form-editor.html "Working with the subscription form editor") to adjust your selected template to your preferences.
5. Click the form fields to access the field settings. Then click the **gear icon**. Go to **Select Mailing list** to choose the mailing list you would like the form connected to.
6. When you have finished designing, click **Proceed to Next Step** in the upper-right corner and then click **Yes**.
7. Click **Next**.

## Define the visibility settings

To define visibility settings for your form:

> [!important]
> You must fill out all the fields of the setting, otherwise the form is not shown.

1. On the **Set visibility settings** page, choose where you want the subscription form to be displayed. Select one of the following options by setting the corresponding switch to **Active** and then clicking **Next**:
    - **Show form when someone visits a page**

        The subscription form is displayed when someone visits the page, after a set amount of time that you specify.

    - **Show form when someone leaves a page**

        The subscription form is displayed when someone is about to leave the page.

    - **Show form when someone clicks link or button**

        The subscription form is displayed when a user clicks on specific text or a button within your web page. For example, if you use the code provided, when a user clicks **Activate Click Trigger**, the pop-up form opens. Click **Copy** to copy the code snippet that appears and then paste it into your website's code. You can edit the code snippet after you paste it.

2. In the **Advanced conditional form visibility settings** section, you can set the conditional rules for [showing](https://doc.sitecore.com/send/en/users/sitecore-send/subscription-forms/create-a-subscription-form/work-with-promotional-pop-ups.html#UUID-7050a5e9-4dd7-7b86-81df-0cee08a2368a_UUID-a59a2f0c-54fc-29f4-1054-c22bc5a4763b "Set conditional rules for showing a form") or [hiding](https://doc.sitecore.com/send/en/users/sitecore-send/subscription-forms/create-a-subscription-form/work-with-promotional-pop-ups.html#UUID-7050a5e9-4dd7-7b86-81df-0cee08a2368a_UUID-d2a2c734-8fff-10d7-ab8f-96f07e2154d4 "Set conditional rules for hiding a form") a form.
3. To hide the subscription form from visitors who have already submitted it, select the **Don't show the form to people who have already submitted it** check box.

## Set conditional rules for showing a form

To set rules for showing your form:

> [!important]
> You must fill out all the fields of the rule, otherwise the form is not shown.

1. In the **Advanced conditional form visibility settings** section, click **Conditional rules for showing the form**.
2. Specify if the form must be displayed when all or any of the criteria are present, using the drop-down menu.
    - Click **All** to display the form if all the rules added are true.
    - Click **Any** to display the form if at least one of the rules added is true.
3. Click **Add rule** to add one or more rules and fill out the relevant fields to define them.
4. In the first drop-down menu, select one of the following options and then fill out the fields as appropriate.
    - **Url Path** - select to set a rule based on a specific URL path. Specify whether the path *is /is not*, *contains / does not contain*, *starts with / does not start with*, *ends with /does not end with*. Complete the rule by typing the appropriate URL path into the third drop-down field and then press Enter to add the value. Note that this URL path is after your domain.
    - **Cookie** - select to set a rule based on a specific cookie name. Specify whether it *is /is not*, *contains / does not contain*, *starts with / does not start with*, *ends with /does not end with*, and then complete the rule by typing the appropriate value into the third drop-down field and then press Enter to add the value.
    - **Country** - select to filter visitors based on their country. Specify whether it *is/is not* and then choose the country from the drop-down list of available countries in the third field.
    - **Device Type** - select to filter visitors based on whether they are viewing through their mobile phone or their desktops. Select whether this *is/is not*, and then select either Desktop or Mobile from the third drop-down field.
    - **Operating System** - select to filter visitors based on the operating system they are using. In the second drop-down menu, specify whether the OS *is / is not* and then from the third drop-down list. select one of the operating systems.
5. After you have filled out the fields to specify the rules you want, click **Next**.

## Set conditional rules for hiding a form

To set rules for hiding your form:

> [!important]
> You must fill out all the fields of the rule, otherwise the form is not hidden.
>
> Any rules for hiding your form override rules for displaying your form.

1. In the **Advanced conditional form visibility settings** section, click **Conditional rules for hiding the form**.
2. Specify if the form must be hidden when all or any of the criteria are present, using the drop-down menu.
    - Click **All** to hide the form if all the rules added are true.
    - Click **Any** to hide the form if at least one of the rules added is true.
3. Click **Add rule** to add one or more rules and then fill out the relevant fields to define them. Click **Next**.

## Publish your subscription form

Automatically publishing a subscription form lets you quickly and easily capture contact information from potential customers or subscribers. In Sitecore Send, you can automatically publish your form on an active landing page, a [verified](https://doc.sitecore.com/send/en/users/sitecore-send/website-tracking/view-the-verification-status-of-your-website.html "View the verification status of your website") website that is connected with your account, or a an external platform or website.

To publish your subscription form:

1. On the **Settings** page, click the **Choose publishing method** tab.
2. To publish your form to a website or landing page in your account, in the **Publish on your site** section, set the **Yes, publish automatically to the following website** switch to *Yes*.
3. In the **Connected Websites** drop-down list, click the URL of your website or landing page.

    > [!note]
    > For a landing page to be displayed in the list, it must be active.
    >
    > For a website to be displayed in the list, it must be [verified](https://doc.sitecore.com/send/en/users/sitecore-send/subscription-forms/create-a-subscription-form/view-the-verification-status-of-your-website.html "View the verification status of your website").

4. To publish your form to an external or third-party platform, in the **Embed or Publish to External Platforms** section, click **Setup** next to one of the following options:
    - **Link to your form** - copy the generated URL of your form based on your landing page domain. In the **Path** field, you can edit the specific path to your form.
    - **Embed your form** - copy the code snippet and and paste it into a location on your external website where you would like to display your form, usually somewhere in the body of the page.

        > [!note]
        > If your website is already connected to your Sitecore Send account, [use the **Publish on your site** option](https://doc.sitecore.com/send/en/users/sitecore-send/subscription-forms/create-a-subscription-form/work-with-promotional-pop-ups.html#UUID-7050a5e9-4dd7-7b86-81df-0cee08a2368a_N1681716617203) and not the **Embed your form** option.

        Any submissions and views for an embedded form are not counted in its total statistics because this option excludes the website tracking code.

## View your subscription form summary

You can check if anything is missing from your subscription form.

To view your subscription form summary:

1. On the **Summary** page, review the overview of your subscription form.
2. To edit a setting, click the **Edit** link. Any fields with missing information are indicated by ![RedCrossInCircle.png](https://doc.sitecore.com/api/markdown-image/send/en/users/sitecore-send/images/RedCrossInCircle.png).
3. When you are finished, you can either publish your subscription form by clicking **Publish**, or you can save your changes for later by clicking **Save & exit**.