How to create and activate your first campaign

This guide walks you through creating your first popup campaign, from selecting a template to going live on your store.

Step 1: Start a new campaign

1. Go to the Campaigns page in the 1ClickPopup app
2. Click Create campaign in the top right corner

Step 2: Choose a campaign type and template

On the Select template page, use the Campaign type menu above the templates to choose one of six types:

• Opt-in popup - the default and most common type, captures emails via a popup overlay
• Opt-in embedded - an inline form placed directly on your page
• Announcement popup - displays a message with a CTA button (no form fields)
• Exit & cart saver popup - an announcement-style popup (no form fields) for visitors who are about to leave or have items in their cart
• Gamified popup - Spin-to-Win, Turntable, or Nine-Square interactive widgets
• Gamified embedded - a gamified widget placed inline on your page

Find a template that fits your goal and click Select. Each template is a starting point — you can fully customize the design, text, and fields after selecting it.

Step 3: Name your campaign

After you click Select, the Create campaign dialog opens, where you can enter a Campaign name. This name is internal only - your visitors won't see it. It helps you identify the campaign on your Campaigns page.

If you leave the name blank, the template name will be used (e.g., "Email capture"). You can rename it anytime from the Actions menu on the Campaigns page.

Click Create campaign to open the editor.

Step 4: Customize the design

After creating the campaign, you'll land in the design editor. It has two tabs:

• Content – text, form fields, success screen, teaser button, reminder bar
• Styles – colors, fonts, images, display size, overlay, close button

At a minimum, review the Content tab to update the heading, description, and form fields. The template comes with sensible defaults, but you'll want your own text and branding.

Use the desktop and mobile preview toggle in the editor's top bar to switch between views as you edit.

Embedded campaigns (Opt-in embedded and Gamified embedded) have no teaser, reminder bar, overlay or triggers. They appear wherever you place the 1ClickPopup Form block in your theme.

Step 5: Configure campaign settings

Settings like triggers, targeting, schedule, integrations, and opt-in method are configured on a separate Campaign settings page – not inside the design editor.

To open it, click Campaign settings at the top of the editor, or:

1. Go back to the Campaigns page
2. Find your campaign and click Campaign settings

Key sections to review:

• Triggers – when the campaign appears (time delay, scroll depth, page count, exit intent, CSS selector click, link click). The two click triggers need a paid plan.
• Schedule – run continuously or set a specific date range
• Display frequency – how often a visitor sees the campaign after closing or signing up
• Targeting – who sees the campaign (devices, location, browser language, visitor type, page URL, customer status, cart value, Klaviyo targeting). Location, browser language, customer status and Klaviyo targeting need a paid plan.
• Spam protection – CAPTCHA and disposable email blocking
• Opt-in method – single or double opt-in
• Follow-up emails – automated emails sent after signup
• Integrations – Klaviyo, Mailchimp, Google Analytics 4, and other services to send subscribers to

Step 6: Activate your campaign

When you're happy with the design and settings:

1. Go back to the Campaigns page
2. Find your campaign and toggle the status to Active

Your campaign is now live and will start showing to visitors based on your targeting rules.

If the app embed is off when you set a campaign to Active, you'll be prompted to choose Activate app embed or Activate campaign anyway. The campaign won't appear on your store until the app embed is on.

Things to know

The app embed must be active. If you haven't activated it yet, see How to activate the app embed in your Shopify theme.

You can preview before going live. On the Campaigns page, click Actions > Preview on online store to see exactly how the campaign will appear to visitors.

Campaigns start in Paused status. New campaigns won't show to visitors until you explicitly toggle them to Active.

Next step

Preview your campaign on your store to make sure it looks right - see How to preview your campaign on your online store.