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:

1. Boost Conversion Rates: Encourage users to follow a path, increasing the likelihood of conversions.
2. 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.

• Hover over the template you want and click "Customize." You can also preview the template.

Step 3: Edit the Design

• On the 'Edit Design' page, click on any element in the left panel and modify it to match your requirements.

• Switch between Step 1 (collecting customer data) and Step 2 (displaying the code) to preview the template.

• Use the buttons highlighted in the image below to shuffle between the two steps.

• Click "Save" to proceed to the settings page.

Step 4: Configure Settings

You can edit the following sections:

• Basic settings: Choose whether the overlay will display on the entire site or specific pages.

• When Overlay Appears: Determine when the overlay triggers and set impression frequency.

• 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.