Web Pop-Up Widget Set Up

This Technical Setup Guide provides the configuration steps required to initialize and manage the Web Pop-Up Widget channel within the TRIFFT Cockpit.

Topic / function	Web Pop-Up Widget
Audience	CRM / Marketing Ops / Implementation
Goal	Provide step-by-step setup for on-site lead capture and engagement triggers
Prereq systems	TRIFFT Cockpit, Brand Website (CMS or Google Tag Manager)

What you will learn

This guide covers how to configure the web widget in the TRIFFT Cockpit, define behavioral triggers (such as exit intent), apply targeting segments, and deploy the installation script to your website.

Prerequisites

Access: Ensure you have the Admin or Editor role in the TRIFFT Cockpit to access Channel Settings.
Integration: Your brand's domain must be whitelisted within the Project Settings to allow the widget to render.
Assets: Prepare a high-quality headline image and clear "Call to Action" (CTA) text for the pop-up.
Deployment Access: Ensure you have access to your site's Google Tag Manager (GTM) or the site’s header code to paste the script.

Configuration checklist

Domain Whitelist: The site domain matches the project configuration settings.
Trigger Validation: The pop-up appears correctly based on the set timing or exit-intent logic.
Targeting Accuracy: Logged-in members do not see "Sign Up" pop-ups meant for new leads.
Mobile Responsiveness: The pop-up is centered and dismissible on mobile browsers without blocking critical navigation.
Tracking: Verify that widget impressions and clicks are registering in the Analytics/GA4 dashboard.
CTA Linkage: The button correctly redirects the user to the registration page or applies a specific Deal.