Using Cookies and Triggers Together

Overview

This article provides several examples of how popup triggers and cookies can be used together. New and infrequent users of Popup Maker who lack a strong understanding of the plugin's basic features are encouraged to first review the following articles:
Related article:   Create Your First Popup //  Refer to  'Step 6: Set and Link a Cookie to a Trigger'  for guidance on the use of triggers and cookies.
Related article:   'Triggers' option settings
Related article:   'Cookies' option settings
Related article:   'Targeting' option settings 

This article relies on the ideas and explanations presented in the documents recommended above. Once you acquaint yourself with them, come back to this document. The ideas will make more sense. 

Article Contents


Example #1 -- Call-to-Action Popup Linked to a Header/Footer/Widget/Sidebar Area

Content areas outside the WordPress post and page editor are good locations to add popup links. These include the header, site navigation, footer, widget, or sidebar areas of a web page. Set a  Click Open trigger linked to any HTML element within these areas to display a popup.  

Because Click Open triggers display based on visitor demand, they don’t require the same level of control as a Time Delay / Auto Open trigger.  Popups set with a Click Open trigger will not display repeatedly unless a visitor intentionally clicks on the same link more than once. Therefore, the use of a cookie to control the redisplay of a Click Open popup is neither required nor recommended.  

When setting up a Click Open trigger in the Popup Editor, users are prompted with the option to set and link a cookie to the trigger. This option can be ignored and the trigger set without a cookie. 

Related article:  Trigger: Click Open -- Overview & Methods

Manage Subscription Forms Within Popups

Call-to-Action popups that include an email subscription form are a particular use case that can require the use of a cookie depending on how the popup is triggered. Visitors that select a link that fires a Click Open trigger do so voluntarily.  By comparison, a Time Delay / Auto Open, Scroll, or Exit Intent / Exit Prevention trigger activates a popup based on visitor behavior while on the page. These triggers fire based on visitor time, vertical scroll, cursor movement, or visitor intent detected within a web page.

If a visitor chooses to provide their email address in a subscription form, then a cookie is required to control the redisplay of the form after it is submitted successfully. Go to Example #3 below for details on how to set a cookie to manage that process.

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Example #2 -- Limited Time Offer

One Trigger Linked to One Cookie

Let’s say you want to run a popup campaign with the intent of displaying an exclusive, limited time offer to as many visitors as possible.  In this case, set a popup using a  Time Delay / Auto Open trigger.  This trigger will display the popup to visitors while they remain on the site.  An Exit Intent and Exit Prevention trigger could also be added to display the same popup to visitors upon leaving the site ( you can use both; see related articles below ).

Related article:  Trigger: Exit Intent Introduction

Related article:  Trigger: Exit Prevention Introduction

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The topic of cookies is discussed in detail in the related article link below. 

Related article:  'Cookies' option settings

After setting a trigger on a popup, the next step involves the setup and linking of a cookie to a trigger.

  1. The recommended cookie option is 'On Popup Close' ( the default plugin option ). Visitors will continue to see the popup until they select the 'close' button and dismiss the offer.
  2. Set the Cookie Time to ‘2 hours’. Consider this is a limited time campaign. If the user closes their browser or returns to the site after 2 hours, the popup will display again.
  3. Inspect and confirm that the Sitewide Cookie feature is enabled (checkbox = 'checked').  To limit the effect of the cookie to a single post or page, disable the feature (checkbox = 'unchecked'). 

To target the pages on which the popup displays, see the related article link below. Unless popup targeting conditions are defined, a popup will activate to display on every page and post of a site. 

Related article:  'Targeting' option settings

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Example #3 -- Offer Value in Exchange for a Visitor's Email Address

One Trigger Linked to Two Cookies

Offer visitors something that they value (for example, announcements of coming events; or a product discount ) in exchange for their email address. The offer is intended to persuade a visitor to join your email list.  Display the offer in a popup when a visitor attempts to leave the site by using an  Exit Intent or Exit Prevention trigger.

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Integrate a Mail List Service

For this type of campaign, add an email signup form inside a popup that will collect, and if possible transfer the form data to a email list service. Many choices are available using Popup Maker.

1)  Use a 3rd party WordPress plugin. Popup Maker integrates with:
Ninja Forms and  Contact Form 7 are available for free from the WordPress.org plugin repository, while GravityForms requires a paid license. 
2)  Use the  Popup Maker Subscription Form shortcode ( tag: [pum_sub_form] ) and collect the email subscriber data on your website. Manually transfer the data from the Popup Maker admin to whichever mail service client you presently use.   Or use the Popup Maker API to integrate a newsletter provider with our plugin.
3)  Use the Popup Maker Subscription Form shortcode in combination with the  Mailchimp Integration plugin extension to Popup Maker. The extension (which requires a paid, premium license) automates the transfer of the form data to MailChimp.
Related article:   MailChimp Integration documentation index page

4)  Use the Popup Maker Subscription Form shortcode in combination with the  AWeber Integration plugin extension to Popup Maker. The extension (which requires a paid, premium license) automates the transfer of the form data to the AWeber email marketing platform.

Related article:   Aweber Integration documentation index page

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Setup a cookie as follows:

  1. Add or edit an existing cookie and set it to On Popup Close ( the default plugin option ). Visitors will continue to see the popup until they select the 'close' button and dismiss the offer.
  2. Change the Cookie Time from the plugin default of '1 month' to ‘7 days'.  A shorter time of 7 days is a reasonable period to give frequent visitors to the site who choose not to opt in to the offer.
  3. Inspect and confirm that the Sitewide Cookie feature is enabled (checkbox = 'checked').  To limit the effect of the cookie to a single post or page, disable the feature (checkbox = 'unchecked'). 
  4. Link the cookie to the trigger used within the popup.

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The On Popup Close cookie targets visitors who close the popup with the Close button. However, if a visitor enters their email address, the popup will continue to display.  A second cookie is required to target an email form submitted successfully.

For users of the following form builder plugins, refer to the related articles below on how to set a cookie on form submit success. This cookie will be used in combination with the On Popup Close cookie described previously.

Form Builder Plugin Documentation Link
Ninja Form Close/Open Popup and Create Cookie After Ninja Forms Submission
GravityForms Close/Open Popup and Create Cookie After Gravity Forms Submission
Contact Form 7 Close/Open Popup and Create Cookie After Contact Form 7 Submission
MailChimp for WordPress Close Popup and Create Cookie After Mailchimp for WordPress Submission
All other form builder plugins Close Popup and Create Cookie When a Form is Submitted

Related article:  'Cookies' option settings  // Go to the section 'Set A Browser Cookie When Submitting A Form'.  

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Confirmation Messages Following Form Submit Success

To display a confirmation message on form submit success using either Ninja Forms, GravityForms, or Contact Form 7, see the related article link below.

Related article:  How To Set Form Plugin Actions Following Form Submit Success

Avoid Subscription Form Conflicts When Using the Same Form

On occasion, we receive support requests from our plugin users about a form plugin that was previously working just fine. The form was initially added by shortcode to the editor of a page, post, or widget area. Then the same form shortcode was added to a popup activated to appear on a page/post that contains the same form plugin ID. Most form plugins do not allow copies of the same form to run on the same page. 

See the following related article link on how to avoid this type of conflict.

Related article:  Why Is A Form Not Working in My Popup?

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Analyze The Results of the Popup Campaign

Congrats! You now have your first popup conversion campaign off the ground!

To optimize your popup campaign, add the  Popups Analytics plugin extension to Popup Maker. Get conversion data, time data, graphs, and URL stats for all of your popups!

Related article:  Popup Analytics documentation index page

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Example #4 -- Use of Multiple Triggers with One Cookie

It’s possible to use multiple popup triggers to deliver a specific message and control each trigger using a single cookie. For example, a popup could be displayed using the following triggers: 

  • Time Delay / Auto Open
  • Click Open
  • Exit Intent / Exit Prevention
  • Scroll 

A cookie linked to each trigger can control the repeat display of the popup. The cookie will remain in effect until the expiration time is reached, or the visitor removes cookies from their browser, whichever occurs first. 

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