Poptin Agency package for client marketing
The Poptin Agency package is designed for agencies that need to create and manage user accounts for clients. Poptin brings popups, forms, email campaigns, newsletters, coupons, and email marketing automation together in one web application that works with WordPress and other platforms.
With an agency account, you can create user accounts for clients and manage their access. You can also create new free accounts for clients and grant them access to your account once they upgrade, including when your own account is on the free plan. This gives agencies a practical way to organize client work within the Poptin system.
Build lead-generation campaigns
Poptin helps businesses grow their audiences with email popups and forms. You can create popups in different sizes, use your own designs, and build forms for collecting leads and subscribers. Available campaign types include email popups, SMS popups, exit-intent popups, coupons, spin-the-wheel experiences, exit offers, and upsell popups.
Agencies can use these tools for a range of client objectives, including growing an email list, promoting an offer, recovering abandoned carts, and encouraging sales. Display timing and targeting can be adjusted to suit the campaign and its audience.
Email marketing and automation
The platform supports targeted newsletters and email campaigns, with unlimited email campaigns and unlimited email sending on all email marketing plans. Customer journeys can be automated using subscriber activity, website behavior, ecommerce events, and lifecycle stages.
- Send welcome, abandoned cart, birthday, reactivation, and lifecycle emails.
- Create personalized journeys with coupons and promotions.
- Nurture customer relationships through email marketing automation.
- Use dynamic merge tags and contact personalization.
Audience management and targeting
Contact profiles include activity history and an engagement timeline. Agencies can organize contacts with tags, custom properties, subscriber preferences, and consent or subscription status. Custom properties can use text, number, date, and boolean fields.
Segments can be based on popup and form submissions, popup views and conversions, gamified popup interactions, email opens and clicks, bounces, website visits, page views, browsing behavior, traffic sources, referral sources, UTM campaigns, location, language, device, lifecycle stage, and other available contact data. Contacts can also be searched, filtered, imported, and exported.
Practical agency workflow
- Set up a client account and grant the appropriate access.
- Create a popup, form, email campaign, or newsletter for the client.
- Organize contacts and build segments from behavior and engagement data.
- Configure automated customer journeys, promotions, or recovery campaigns.
- Review monthly visitor usage from the Overview page.
Installation
Poptin is accessed as a web application and works with WordPress. Using the system requires adding a single line of code to the website. You can send the code and embedding instructions to a web developer, or contact Poptin support for guidance if assistance is needed. After the code is added, create and manage popups, forms, campaigns, and automations through the Poptin account.
