Using Cookies and Triggers Together

When adding Cookies to your popups, consider your end goal and the user experience you want to achieve. This will help determine exactly how to set up your popups’ Triggers and Cookies.

This doc was created to see how we can use Triggers and Cookies together depending on our use case. We have a few examples and use cases below that can serve as rough guidelines to help you along the way to becoming a Popup Pro.

Keep in mind, these are examples - not hard and fast rules you must abide by. Each use case is different, so depending on your exact goals, your setup could, and perhaps should, be different.

Example #1: E-Mail Subscribe Popup in Header/Footer/Widget

Multiple Click Triggers Using Default (Zero Cookies)

By default, Triggers ignore Cookies. You would only ignore Cookies if you need a popup to be available to be triggered every time the user visits the targeted page(s)/post(s).

This is perfect for Click Trigger popups in the header and footer area of your website because those website sections appear on every page and elements within them can be clicked at any time. As such, these popups must be available to be triggered on demand.

Example #2: Limited Time Offer

One Trigger Using One Cookie

Let’s say you want to run a popup campaign with the intent of displaying an exclusive, limited time offer. As you could imagine, you’d want to expose everyone to this offer, whether they find the link or not - this is about mass exposure.

Therefore, your best choice is a  Auto Open Trigger. Exit Intent could be an option, but you also want to display the popup to users who don’t abandon.

Cookie Settings

Now that you understand your popup goals and which Trigger you are going to use, you can easily define how you want the Cookie to operate.

  1. The Cookie Creation Event should be On Popup Close. This ensures they will keep getting the offer until they confirm they’re not interested.
  2. Use the Session Cookie Feature because you want the users to keep receiving the offer if they close their browser and end up coming back while the offer is still active.
  3. Set the Cookie Time to ‘2 hours’. Considering this is a limited time campaign, and you want maximum exposure, if the user closes their browser or comes back to the site after 2 hours, the popup will display again.
  4. Lastly, you definitely want to confirm using the Site Wide Cookie Feature. While you want maximum exposure, you certainly don’t want our popup triggering on every page as users browse the site.

Example #3: Signup Discount for Abandoning Users

One Trigger Using Multiple Cookies

You want to do an  Exit Intent campaign that offers users a discount for signing up for your newsletter. It’s aimed at re-engaging otherwise lost users, and specifically those where the price was a little out of their range. By submitting their e-mail, now the price is right.

Integrating Your Mailing List Service

For this campaign, we need a form inside our popup that will take the data from the form and import to our Mailing List Service. You can use Gravity Forms, Contact Form 7, Ninja Forms, MailChimp, AWeber,  plus many more, inside your popups to convert users into subscribers. You can also use our Mailchimp or Aweber extensions, which makes this process super easy.

Cookie #1 Settings

How your Cookie should operate:

  1. The Cookie Creation Event should be On Popup Close. This way they will continue to trigger the popup until the popup is dismissed.
  2. You definitely want people to see my popups even if they close their browser so make use of the Session Cookie Feature. This feature is great for public areas, as well where Cookies are cleared frequently.
  3. We’re going to use an average amount of time like ‘7 days’ for the Cookie Time. It’s a reasonable amount of time to give frequent visitors who are not opting in, as these would be the people who would continue to see this popup.
  4. We’re going to enable the Site Wide Cookie Feature on this one.

Cookie #2 Setup and Settings

We have the above Cookie setup so that when the user closes the popup, they won’t see it again for 7 days, but what happens when they submit their e-mail instead of clicking close button? Nothing - and that's why we need this second Cookie.

Cookie #2 Setup: Creating Cookies When Forms Are Submitted

Depending on what type of form builder you’re using, you may need to use some JavaScript to set a Cookie on form submission (and perhaps close the popup as well). For all of details and information on this setup process, read Method #4 in our  Cookies Introduction and Setup Doc.

Cookie #2 Settings

  1. The Cookie Creation Event must be Manual JavaScript as explained throughout our docs for this particular setup.
  2. Name: Match your name according to what’s in your JavaScript code.
  3. Session Cookie: Once subscribed, we want the cookie to persist for 10 years. Leave disabled.
  4. Cookie Time: ‘10 years’.
  5. Sitewide Cookie: Enabled.

Example #3 Final Result

You should now have one Trigger (Exit Intent) using two Cookies (On Popup Close and Manual JavaScript). It should look something like this:

Analyzing Your Exit Intent Campaign

Congrats! You now have your first Exit Intent campaign off the ground!

To get the most performance out of your campaigns and get the data you need to optimize your campaigns, we recommend our Popups Analytics Extension. Get conversion data, time data, graphs, and URL stats for all of your popups!

Final Thoughts

Understanding your goals for the popup and how you plan to reach your audience with it is important, and helps make configuring the cookie a snap.

We Didn’t Cover Using Multiple Triggers with One Cookie?

If you want to deliver the same message across multiple Triggers, it would apply. Having the ability to deliver a potent piece of content using Auto Open, Exit Intent, and/or Scroll Trigger depending on a dynamic situation is valuable. Using the same Cookie would ensure that no matter how users got triggered the popup, they would only see it one time in the process (or at least until the Cookie expires.)

When Would I Not Use Site Wide Cookie?

Disable the Site Wide Cookie feature when you want your Cookie to operate on a per page basis for the user. In other words, you want to continue to deliver the same popup to the user on every page.

This is good for delivering important information to your users on a consistent basis.

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