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:


Two-step/Coupon Overlay Preview


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.


campaign dashboard


Note: The 'Coupon' overlay type offers various predefined templates like "Wheel of Fortune," "Case Study", "Collect Number," etc. You can select any template and customize it as needed.


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.


select two step overlay 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.


edit two step overlay


  • 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.


switch between 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.


campaign targeting settings


Step 5: Click ‘Save’ to finalize your changes.

That is all about creating a two-step/coupon overlay.



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