Segment signups based on buttons in popup form

Question

Hi,I’m trying to create a popup where someone has to click a button first about why they’re shopping, and then the next step is to enter their email address. So, this form could ideally segment people into 4 different segments (as well as adding to Newsletter list).Is this possible via the popup builder? I have the buttons setup on the first step, but are there any values I need to add so that I can later segment the subscribers into lists based on what they clicked before they gave their email? This brand does similar: atlanticblankets.comThank you!

chloe.strange · Accepted Answer

Hi @KLivs,Great question! You can use a multi step form to collect profile data without overwhelming your customer. You can also create buy-in from your visitors before asking them for any information, create a sign-up form with a pre-engagement step. For example, create a form with its first step showing the message “Want 15% off your next order?” and a “Yes” button (and, optionally, a “No, thanks” button), but no input fields. Then, in the second step of the form, ask for an email address or phone number where the customer can receive the offer. Regardless, collecting profile information will also set you up to segment and target your marketing efforts.I’ve included resources below to get you started, I hope this helps!Understanding multi-step formsHow to create a multi-step form~Chloe

KLivs · Answer

Thank you! I linked the buttons in the first step with a custom field that passed people on to a segment. It worked!

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