Implement exit intent pop ups

Business Benefits

Capture email addresses of visitors before they leave your site, segment them based on their interest, and conduct surveys on the fly.


Collect the following information required for implementing exit intent pop ups on your website,

  1. Select a service to use for displaying the pop-up, like Sumo, Optimonk, or OptinMonster. If you use WordPress, install a plugin that supports exit-intent popups and allows you to select custom URLs. There are plugins that integrate with third-party services, or custom tools like Bloom, Ninja Popups, ConvertPlus, Popup Maker, and ThriveLeads.
  2. Create a new Google Doc titled Exit Intent Popup Content.
  3. Upload the lead magnet file, if available, as an incentive for the visitors to sign up for your email list.
  4. Create a new spreadsheet titled Exit Intent Popup Implementation with two worksheets, titled Masterplan and Display URLs.
  5. Select a service you’ll save email addresses, once users enter them in the exit popup. This is typically your email marketing service, like Mailchimp, GetResponse, ActiveCampaign, Klaviyo, or Sendgrid.
  6. Create a test page on your website to implement the popup before going live.

Enter the following data for the popup in the spreadsheet

  1. In the first column of your MasterPlan worksheet, add headings, one to each row, for Lead magnet name, Lead magnet URL, Pop up content, Frequency of display, Duration between displays, and Maximum times a user should see the popup.
  2. In the second column, add values for each heading, keeping your business objectives in mind.
    • Lead magnet name is the title of the ebook, course, or training that you’re giving away.
    • Lead magnet URL is the location of a downloadable file, the video for the training, or the page on which course content is displayed.
    • Pop-up content is the content you’ll add to your Exit Intent Popup Content document.
    • Frequency of display is how often the popup will be shown, such as several times in a day, or at best once per day.
    • Duration between two displays depends on how your pop-up tool is structured. You might need to add a value in minutes, hours, or days.
    • Maximum number of times a user should see the popup is a fixed integer.
  3. Open the Display URLs worksheet and add URLS and a friendly page name for each page where you want to display the exit intent pop up.
  4. Select the list or segment from your email marketing platform in which you’ll store customer data from the pop up.

Create a headline, short description, CTA, and redirection URL for the pop up in the Exit Intent Popup Content document.

Set up the pop up design and rules for testing, including the test page URL, frequency of display, minimum duration between displays, and maximum number of displays.

For testing, use different values to the live version:

  • The URL of the test page. If you are using a WordPress plugin, configure the pop-up to run only on one page of your website. If you are not using WordPress, create a blank page on your website using the CMS tool that your website is built on, and paste the code in this test page.
  • Frequency: 100 times per hour
  • Minimum duration between two displays: 3 Minutes
  • Maximum Number of Times: 1000

Connect the pop-up service with the email service and the list or segment you selected earlier. Then submit the popup to go live on the service you’re using.

Test the implementation by refreshing the page five times, with a gap of 1.5 minutes between each refresh, and submit a unique email every time. Then close the page after it loads.

You should see a pop up displayed on every alternate load.

Deploy for live environment by adding the pop up to all pages from the Display URLs worksheet and modifying the configuration to the settings you chose earlier.

  1. Remove the test page URL from the popup controls.
  2. Paste in all URLs from the Display URLs worksheet.
  3. Change frequency, minimum duration, and maximum times based on the rules you set up earlier.
  4. Submit the pop up to go live.
  5. Paste the pop-up code in the HTML of each page.
  6. Test a few URLs to make sure it is working properly.