How to Create an Overlay to Collect Email Using Upload Design

 

Picreel lets you create an overlay to collect email addresses using different overlay formats, such as a standard overlay and a two-step overlay with your design.

 

Benefits of using upload design:

 

1. Add your flavor to its design so that it connects well with your loyal customers

2. Build an email list by showcasing unique overlays

 

Here's what an overlay to collect email would look like:

 

'Collect Email' overlay preview

 

In this article, you’ll learn:

 

1. How to Create an Overlay to Collect Email

2. How to Create a Two-step Overlay to Collect Email

 

 Upload Own Design (Collect Email)

 

You can create overlays to collect email addresses by uploading your design.

 

Step 1: In your Picreel account,

  • Navigate to ‘Campaigns’ from the dashboard.

  • Click on ‘+New Campaign.

 

Navigating to new campaign from the dashboard

 

Step 2: Scroll down to select ‘Upload Own Design’ under the featured section of Overlay Type. Click ‘Customize.

 

Opening Upload Own Design template

 

Step 3: In the editor,

  • Add the name of your campaign and select any overlay type. Here we will proceed with ‘Collect Email.

  • Click ‘Next Step’ in the top-right corner to proceed.

 

Adding name and selecting 'Collect Email' as the overlay type

 

  • Upload an image or select a design from the drop-down list

  • Click ‘Next Step’ to proceed further.

 

Uploading Image or selecting a design from the drop-down

 

  • Depending upon the overlay type, you will see boxes appear on your design.

1. The Green box (labeled Redirect Button) represents your template’s “Submit” button, which will be the one users can click to be brought to another page or show them a custom message you can define later.

2. The Red box (labeled Cancel Button) represents your template’s “Cancel” button – which will close the pop-up. You can disable the Cancel area by ticking off the Show Cancel Area checkbox.

3. The Yellow box (labeled Email input) represents the area of your template where the user can enter their email address.

  • Drag the green, red, and yellow boxes to the template area you wish to use as Submit, Cancel, and Email Input buttons. You can resize the boxes using the arrow on the bottom-right corner. Your screen/template should look something like the one shown below.

  • Once you’re done, click ‘Next Step.

 

Assigning the action buttons

 

  • Enter the URL to which you wish to redirect users. You can choose to open the redirect URL in a new window by checking the box.

 

Editing the placeholder text and adding a URL to redirect users

 

  • You can also choose to display a customized message by selecting the ‘Show Message’ radio button.

 

Customizing the after submit message

 

  • Click ‘Create’ to proceed to the campaign settings page.

After creating the ‘collect email’ overlay, modify the targeting options. Here are the available options to edit.

 

 Upload Own Design (Two Steps)

 

You can create overlays to collect email addresses by uploading your design.

 

Step 1: In your Picreel account,

  • Navigate to ‘Campaigns’ from the dashboard.

  • Click on ‘+New Campaign.

 

Navigating to new campaign from the dashboard

 

Step 2: Scroll down to select ‘Upload Own Design’ under the featured section of Overlay Type. Click ‘Customize.

 

Opening Upload Own Design template

 

Step 3: In the editor,

  • Add the name of your campaign and select any overlay type. Here we will proceed with ‘Two Steps.

  • Click ‘Next Step’ in the top-right corner to proceed.

 

Adding the name and selecing 'Two Steps' as the website overlay type

 

  • Upload images for step 1 and step 2, respectively or select a design from the drop-down list.

  • Click ‘Next Step’ to proceed further.

 

Uploading own image or selecting a design from the drop-down

 

  • Depending upon the overlay type, you will see boxes appear on your design.

1. The Green box (labeled Next Step Button) represents your template’s “Next Step” button, which will be the one users can click to be brought to another page or show them a custom message you can define later.

2. The Red box (labeled Cancel Button) represents your template’s “Cancel” button – which will close the pop-up. You can disable the Cancel area by ticking off the Show Cancel Area checkbox.

3. The Yellow box (labeled Email input) represents the area of your template where the user can enter their email address.

 

  • Drag the green, red, and yellow boxes to the template area you wish to assign as Next Step, Cancel, and Email Input buttons. You can resize the boxes using the arrow on the bottom-right corner. Your screen/template should look something like the one shown below.

 

Assigning action buttons for both Step 1

 

  • Now switch to step 2, and resize the ‘Action Button’ box.

 

Assigning action button for Step 2

 

  • Once you’re done, click ‘Next Step.

  • Enter a placeholder text that will appear on the template for the first step and insert a URL to redirect the subscriber at the end of the second step.

  • You can also set ‘Close Overlay’ as the action event second step.

 

Customizing the first and second step respectively

 

  • Click ‘Create’ to proceed to the campaign settings page.

After creating the ‘collect email’ overlay, modify the targeting options. Here are the available options to edit.

 

That is all about creating a website overlay to collect email using the upload design option in Picreel.

 

 

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