Goal
Promote your content upgrade on your site using a popup to grow your email list
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SOP-030
Grow your email list with a content upgrade popup
Easily promote your content upgrade (lead magnet) on your site using an unintrusive popup that grows your email list on auto-pilot
Type
SOPs · PDF
Execution time
20 ~ 35 minutes
Last updated
25 March 2024
Who does this
You or the digital marketing specialist in your company
Length
7 pages
Comes with
From Leads to Sales: Funnel Building 101
Ideal outcome
You will be able to easily start growing your email list
Why it matters
It helps you grow your email list in an organic way without disrupting the user experience
Before you start
• You need to have Sumo installed on your website. If you don’t have it, check out this SOP 024 (web version) to learn how to do it. • Obviously, you need to have a content upgrade to share with users. It should be attractive enough for people to give their email addresses. It can be a PDF with interesting information, a worksheet, an ebook, a podcast, a video, etc. Basically, it can be any piece of content that you create and offers value to users
Key steps 11 steps
What is inside 13 headings
1 Environment setup 2
- Make sure that your content upgrade is ready to post online.
- Go to your website.
2 Create & configure a content upgrade popup 9
- On your website, locate the Sumo badge in the top right of the page and log in. Or, if you are already connected, click on “My Tools”.
- Once you are in the app, on the left sidebar, click on “Forms” ⇒ “List Builder”, as shown in the image below
- On the left side of the screen you can now see the sidebar which allows you to configure the form. As your goal, select “Collect Emails”.
- Next it the “Form Type”. As you can see, you have several options to choose from. We know that you want to click on the “Cart Casio” one, but don’t. We recommend you to go with “Popup” or “Welcome Mat” because, in our experience, these two have the highest conversion rates.
- Design your popup. If you are using a free Sumo account, then you will only be able to use the default appearance of the popup. If you are using a paid one, you have more options to choose from. For now, we will go with the default appearance.
- Next you should configure the visibility of your popup. Select the “Manual Mode” to begin.
- Click on “Success” to configure what happens after the user sends their email. You have two options to enable users to download the content.
- Connect to your email service.
- Click on “Make Live” to start displaying the popup on your website.
The document 7 pages
The file is locked
It comes with From Leads to Sales: Funnel Building 101, or with the full library.
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