Poptin Agency package combines client account management with popup, form, and email marketing tools in a web application that works with WordPress and other platforms.

Client accounts and access

Create and manage user accounts for clients. You can also create free accounts for clients and grant them access to your account after they upgrade, even when your own account is on the free plan.

Campaign formats and audience fit

Create popups in various sizes using your own designs, and build forms to collect leads and subscribers. Campaign formats include email and SMS popups, exit-intent popups, coupons, spin-the-wheel experiences, exit offers, and upsell popups. Adjust display timing and targeting to fit each campaign and its audience. These tools can support email list growth, offer promotion, abandoned cart recovery, and sales campaigns.

Email campaigns and triggered journeys

Create targeted newsletters and email campaigns. All email marketing plans include unlimited campaigns and unlimited email sending. Automated customer journeys can respond to subscriber activity, website behavior, ecommerce events, and lifecycle stages.

• Send welcome, abandoned cart, birthday, reactivation, and lifecycle emails.
• Personalize journeys with coupons, promotions, dynamic merge tags, and contact details.
• Nurture customer relationships through email marketing automation.

Contact activity and audience segments

Contact profiles include activity history and an engagement timeline. Organize contacts with tags, custom properties, subscriber preferences, and consent or subscription status. Custom properties can use text, number, date, and boolean fields.

Build segments from popup and form submissions, popup views and conversions, gamified popup interactions, email opens, clicks and bounces, website visits, page views and browsing behavior, traffic and referral sources, UTM campaigns, location, language, device, lifecycle stage, and other available contact data. Contacts can be searched, filtered, imported, and exported.

Agency process and setup

1. Set up a client account and grant the appropriate access.
2. Create a popup, form, email campaign, or newsletter for the client.
3. Organize contacts and create segments from behavior and engagement data.
4. Configure automated journeys, promotions, or recovery campaigns.
5. Review monthly user usage on the Overview page.

Poptin is accessed as a web application and works with WordPress. Setup 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. Once the code is added, manage popups, forms, campaigns, and automations through your Poptin account.