How to Create a Two-Step/Coupon Overlay
Learn how to create a Two-Step/Coupon overlay in your Picreel account to boost conversions and engage users with personalized offers.
With two-step/coupon overlays, you can:
- Boost Conversion Rates: Encourage users to follow a path, increasing the likelihood of conversions.
- Provide Personalized Offers: Create a sense of inclusivity by showing personalized discounts or messages.
Imagine you run an e-commerce website, and you want to collect customer data while offering a discount code to users who visit your site. A Two-Step/Coupon overlay can help you achieve this by guiding users through a two-step process.
Here’s what the two-step/coupon will look like:
To Create a Two-Step/Coupon Overlay
Step 1: On your Picreel dashboard, navigate to ‘Campaigns’ from the dashboard and go to +New Campaign > Create Using Templates.
Step 2: Select and Customize the Template
- In the search bar, enter "Two step" to find available templates for Two-Step/Coupon overlays.
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Hover over the template you want and click "Customize." You can also preview the template.
Step 3: Edit the Design
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On the 'Edit Design' page, click on any element in the left panel and modify it to match your requirements.
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Switch between Step 1 (collecting customer data) and Step 2 (displaying the code) to preview the template.
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Use the buttons highlighted in the image below to shuffle between the two steps.
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Click "Save" to proceed to the settings page.
Step 4: Configure Settings
You can edit the following sections:
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Basic settings: Choose whether the overlay will display on the entire site or specific pages.
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When Overlay Appears: Determine when the overlay triggers and set impression frequency.
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Other Options: Explore additional options like device type and other personalization settings.
Step 5: Click ‘Save’ to finalize your changes.
That is all about creating a two-step/coupon overlay.