popup-cro

# Popup CRO

Production-grade popup optimization framework covering format selection, trigger engineering, audience targeting, frequency capping, copy design, compliance requirements, and structured A/B testing. Handles lead capture, promotional, announcement, and feedback popups across web and mobile.

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## Table of Contents

- [Initial Assessment](#initial-assessment)
- [Format Selection Matrix](#format-selection-matrix)
- [Trigger Engineering](#trigger-engineering)
- [Audience Targeting](#audience-targeting)
- [Frequency and Suppression Rules](#frequency-and-suppression-rules)
- [Popup Copy Architecture](#popup-copy-architecture)
- [Strategy by Business Type](#strategy-by-business-type)
- [Mobile Popup Design](#mobile-popup-design)
- [Compliance Requirements](#compliance-requirements)
- [Multi-Popup Conflict Resolution](#multi-popup-conflict-resolution)
- [A/B Test Framework](#ab-test-framework)
- [Metrics and Benchmarks](#metrics-and-benchmarks)
- [Output Artifacts](#output-artifacts)
- [Related Skills](#related-skills)

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## Initial Assessment

### Required Context

| Question | Why It Matters |
|----------|---------------|
| What is the popup purpose? (lead capture, promotion, announcement, feedback) | Determines format and trigger |
| What existing popups are running? | Conflict resolution needed |
| What traffic sources? (paid, organic, direct) | Targeting and trigger strategy |
| New vs returning visitor split? | Personalization opportunity |
| Mobile vs desktop traffic split? | Mobile compliance requirements |
| Current popup performance? (if exists) | Baseline for optimization |
| Any compliance requirements? (GDPR, CCPA) | Legal constraints on data capture |

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## Format Selection Matrix

| Format | Best For | Intrusiveness | Mobile Friendly | Conversion Rate |
|--------|----------|--------------|-----------------|-----------------|
| Center modal | High-value offers, exit intent | High | With adaptation | 3-10% |
| Slide-in (corner) | Newsletter, content offers | Low | Yes | 1-5% |
| Top bar | Announcements, promotions | Very low | Yes | 0.5-2% |
| Bottom bar | Cookie consent, CTAs | Very low | Yes | 0.5-2% |
| Full-screen overlay | Major promotions, welcome mats | Very high | No (Google penalizes) |2-8% |
| Inline expansion | Content upgrades within articles | Very low | Yes | 2-7% |
| Exit-intent modal | Final capture attempt | Medium | Desktop only | 2-5% |

### Format Decision Tree

```
What is the goal?
├── Lead capture (email)
│   ├── Blog/content page → Slide-in (scroll trigger) or inline expansion
│   ├── Landing page → Exit-intent modal
│   └── Homepage → Time-delayed center modal
├── Promotion/discount
│   ├── E-commerce → Center modal (entry or timed)
│   └── SaaS → Top bar with countdown
├── Announcement
│   ├── New feature → Top bar (sticky)
│   └── Event/webinar → Slide-in or center modal
└── Feedback/survey
    └── Post-interaction → Slide-in (bottom corner)
```

---

## Trigger Engineering

### Trigger Types and Use Cases

| Trigger | How It Works | Best For | Risk |
|---------|-------------|----------|------|
| Exit intent | Mouse moves toward browser close/back | Last-chance capture | Desktop only |
| Time delay | Appears after N seconds | Low-commitment offers | Too early = annoying |
| Scroll depth | Appears at N% scroll | Content-engaged visitors | Must calibrate to content length |
| Page count | Appears after N page views | Multi-visit engagement | Requires cookie tracking |
| Click trigger | User clicks a specific element | Lead magnets, CTAs | Requires obvious trigger element |
| Inactivity | No interaction for N seconds | Re-engagement | Can feel intrusive |

### Optimal Trigger Settings

| Trigger | Setting | Rationale |
|---------|---------|-----------|
| Time delay | 15-30 seconds | < 10s feels aggressive, > 60s misses visitors |
| Scroll depth | 50-70% | User has consumed enough content to be engaged |
| Page count | 2-3 pages | Visitor has shown interest beyond a single page |
| Exit intent | Mouse leaves viewport | Last opportunity before they leave |
| Click trigger | Prominent CTA button or text link | Explicit user intent |

### Trigger Combinations

Layer triggers for better targeting:

| Combination | When to Use |
|------------|-------------|
| Scroll 50% + Time 20s | Ensures both engagement and time on page |
| Page count 3 + Exit intent | Only show to visitors who have browsed multiple pages and are leaving |
| Click trigger + Email not captured | Only show form to non-subscribers |

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## Audience Targeting

### Segmentation Rules

| Segment | Popup Strategy |
|---------|---------------|
| New visitors (first visit) | Welcome offer, newsletter signup, content upgrade |
| Returning visitors (2-5 visits) | Deeper offer, free trial, demo request |
| Returning visitors (5+ visits) | Direct CTA, consultation offer |
| Email subscribers | Never show email capture popup |
| Existing customers | Feature announcements, upgrade offers only |
| Paid traffic visitors | Message-matched offer, no generic popup |
| Mobile visitors | Non-intrusive format only (slide-in or bottom bar) |

### Exclusion Rules

Always exclude these segments from popups:

- Users who already converted (subscribed, signed up, purchased)
- Users who dismissed the same popup in this session
- Users who dismissed the same popup in the last 7 days
- Users in the checkout or payment flow
- Users on legal/compliance pages (privacy, terms)

---

## Frequency and Suppression Rules

### Frequency Caps

| Rule | Setting | Rationale |
|------|---------|-----------|
| Max popups per session | 1 | Multiple popups per visit destroys trust |
| Cooldown after dismissal | 7 days minimum | Respect the user's "no" |
| Cooldown after close (X button) | 3-7 days | Less aggressive than dismissal |
| Max popups per month | 3-4 | More than this and users feel harassed |
| Post-conversion suppression | Permanent for that popup type | Never ask again once they converted |

### Suppressio