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How to Minimize a Campaign

How to add a Minimized step (teaser) to your campaign

Updated this week

Sometimes, your visitors are so eager to complete their purchase that they close your new-customer-offer-popup before they have a chance to grab that offer. As soon as they realize this, the popup (and offer) is gone until whenever your repetition settings activate again. Luckily, we've got you and your visitors covered! Introducing: the minimized step!

The Minimized Step is a minimized version of your campaign, which usually nudges your visitor about their unused offer - with a short phrase or a wiggly icon. You can select whether to display the minimized step whenever someone closes (minimizes) your campaign or set it to be de primary view of your campaign.


How to add a Minimized Step to your campaign

  1. Create and design your campaign as you would normally do.
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  2. Click Add Step and select Minimized

  3. Select what type of layout you want your campaign to minimize to. By default, we select a Callout in the bottom right corner. We recommend that you do a small callout or use the Edge layout.
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  4. Design your minimized step to match your campaign and site look and feel. It's common to only have a text element with a nudge (eg, "10% off" or "Don't miss your offer"). You could also do just an icon, like a letter or a heart.
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  5. When you are satisfied with your design, it's time to connect the pop-up to the minimized step. The minimized step is automatically set to open the Entry step on click. If you have a close button in your popup, open the action menu and select "change step" to "minimized". Or, you can switch to a minimize button (under Button Styles), and this action will automatically be updated.
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  6. If you rather want to have your teaser as the primary step in your campaign and maximize to pop up on click - use the two lines to drag-n-drop the minimized step to the top here:

  7. That's it - you're done! Preview your campaign to make sure it works as intended - and good luck with your campaign!

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