💡 Follow these 5 steps to create your first onsite campaign. Engage every site visitor with a well-timed form, popup, or slide-in.
Onsite is Drip’s new product that lets you create fully customized forms, popups, quizzes, and more for your website—without any coding or third-party tools needed.
And yes, Onsite is included in your Drip subscription at no additional cost.
Here’s how to create your first onsite campaign in five simple steps.
1. Pick a template 🖼
Start by selecting one of our many onsite templates in different formats.
If you plan to collect emails with your onsite campaign, select an opt-in template, and choose announcement for other goals.
2. Choose a position 🖥
Decide where you want your campaign to show on the page, depending on your goal.
Pro Tip: Popups can be more intrusive than slide-ins, so they are better suited for critical messages and exit-intent campaigns.
You can embed any onsite campaign (except for bars) into your site in this step. You can read more about creating embedded onsite campaigns here.
3. Customize your campaign 🎨
Use the drag-and-drop builder to match your campaign design to your brand.
Add interactive elements like videos, countdown timers, and product recommendations from the right-hand menu.
Once you update your copy, images, margins, colors, and more, review your campaign's mobile version too.
Pro Tip: Want to create device-specific campaigns? You can disable mobile and show your campaign only on desktop (or the other way around.)
4. Set up targeting 💘
Next, you’ll want to show your campaign to the right people, on the right pages, at the right time.
Enter display settings.
How, exactly?
- Triggers determine when visitors should see your campaign.
- Page-level targeting is about where your campaign shows.
- Targeting options define who should see your campaign.
So, for example, you can show your campaign to visitors in Minnesota who came from your Instagram ad and viewed a product page for more than 4 seconds.
5. Map your fields ⚙️
If you’re creating an opt-in campaign and collecting additional data, you can update people's profiles automatically with this information.
Finally, save and activate your campaign, or schedule it to go live later.
And that’s it—you’ve created your first onsite campaign!
Now, you can trigger a workflow with your onsite campaign and welcome heaps of new people to your brand.
