An exit-intent pop-up is a type of message or form that shows up just as a visitor is about to navigate away from a webpage. It works by tracking cursor movement toward the browser’s close button or another tab, prompting a pop-up with an offer, sign-up form, or call to action.
Exit-intent pop-ups are a powerful way to:
Reduce bounce rates
Capture leads before they leave
Offer last-minute deals or incentives
Improve conversion rates
With CRM, you can create an exit-intent pop-up to increase engagement and keep potential leads from slipping away.
Step 1: Create a Contact Form (or use a template)
Step 2: Add the Form to a Pop-Up
Go to the Funnel or Website Builder
Navigate to the correct client account (also known as a sub-account) and then go to Sites → Funnels or Websites.
Select the funnel or page where you want to display the exit-intent pop-up.
Open the funnel or website editor.
Click on Pop-ups (from the top menu).
Click + New Pop-up, give it a name, and start designing.
Add Your Form to the Pop-Up
Drag a Form element into the pop-up.
Select the form you created earlier.
Customize the pop-up design to match your branding.
Step 3: Test & Publish
Preview the Funnel Pages
Move your cursor towards closing the page or switching tabs to test the pop-up.
Make Adjustments
If needed, tweak the design, content, or triggers.
Publish the Funnel/Page
Click Save and Publish to make the changes live.