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An Intro pop-up is a custom message or sequence of messages that appears to users when they first enter your Claimr campaign. It’s built using Claimr’s Forms feature and is an excellent way to welcome users, provide essential information, or set the stage for your campaign before they access the main quests and tasks. You can include text, images, and create multiple pages for a more detailed onboarding experience.

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Why use intro pop-ups?

Implementing an intro pop-up can significantly enhance the user experience:
  • Onboard new users: Smoothly introduce users to the campaign’s purpose, theme, or how to participate.
  • Guide users: Provide initial instructions or context before users dive into tasks. Clearly communicate crucial rules, guidelines, or prerequisites upfront.
  • Create a customized start: Offer a branded and tailored welcome experience.

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Create and implement an intro pop-up

Setting up an intro pop-up involves two main stages: creating a custom form and assigning it to your campaign.

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1. Create the custom form for your pop-up

First, you need to design the content of your pop-up using the Forms feature.
1

Navigate to the Forms section

Go to the Forms section in your Claimr dashboard.
Forms section navigation
2

Create a form

Click Create form. A new form preset will open, providing a starting point for your design.
Create form preset
3

Add your first page

Write a caption and click + Page to begin designing your form. This will add your first page.
4

Add a Rich Text block

To include a welcome message, instructions, images, or any other introductory content, click + Block and select the Rich Text block type.
Add Rich Text block
5

Write your content

Click Add block for the Rich Text type. This will immediately open the Block settings window, which functions as a text editor. Here, you can type your welcome message and use the toolbar to format your text. For more details on descriptions and tags, visit the Descriptions: creation, usage, tags article.
Block settings text editor
For pop-ups that require multiple screens, you can add more pages to your form by clicking + Page again. Users will then move through these screens using a navigation button.The text on the button used to move between pages (e.g., “Next,” “Continue,” “Got it!”) is configured manually when you set up the form’s pagination within the Form builder.
Form pagination button text
6

Save your form

Once your form content is ready, give it a memorable name and save it.

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2. Assign the form as an intro pop-up

After your custom form is created and saved:
1

Open your campaign

Navigate to the specific Campaign where you want to use this pop-up.
2

Go to settings

Go to the campaign Settings.
3

Select Campaign flow

Select the Campaign flow section from the settings menu.
4

Select your form

Click the dropdown menu for Intro Pop-up and select the custom form you created above.
Intro Pop-up dropdown in campaign flow settings
5

Save changes

Click Update to save your changes.

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3. Preview your intro pop-up

It’s important to see how your campaign will look to users:
  1. Use your campaign’s Preview mode, accessible from the main campaign settings page or dashboard.
  2. When you start the campaign in preview, you should see your custom form appear as a pop-up immediately over the main campaign interface.
  3. Click through all the pages of your pop-up (if you created a multi-page form) to ensure the content and navigation buttons work as expected.
  4. After closing or completing the intro pop-up, you should then see the main content of your campaign.