Help Center
  • English
  • French
Go to website
Back
Articles on:Poool Access - Dashboard features
No description

Categories

  • Poool Subscribe
  • Poool Access - Cookie Wall with Alternative
  • Poool Access - Mobile SDK
  • Poool Access - Technical implementation
  • Poool Applications - General settings
  • Poool Access - Dashboard features
  • Poool Engage - Technical questions
  • Poool Flow
  • Poool Engage - Dashboard features
  • How can I use Poool on AMP?
    In order to create your AMP scenarios, there are a few choices on offer which you can pick according to your strategy. Want to use an existing app or a dedicated app? Using an existing app: You could decide to use Poool's main app for AMP. If this is the case, you'll need to integrate our AMP access extension and use the same app ID as for Poool on the computer/mobile website. Please note: if you haven't made a custom group dedicated to AMP in your AMP configuration, the user willFew readers
  • How do I analyze the results of an A/B test?
    You've setup an A/B test and now would like to see the first results? This article will explain how you can consult the results of an A/B test, allowing you to analyze and validate your tests outside of the Dashboard. A/B tests analysis You can find the visuals of your A/B test results anytime you want in the 'Analysis' section of the Dashboard. To do this, you just need to select a context, then a segment and finally the scenario where your A/B test is taking place (you can select this fromFew readers
  • Browser extension: What is it for and how to use it?
    The Tag Helper extension is designed to significantly enhance your experience with Poool services. This article explains how to install it, use it to preview elements, and interpret the essential information it presents. Installation and preview To start, from your dashboard, click on "preview" next to an Access scenario or Engage element, then follow the on-screen instructions to install the extension. (https://storage.crisp.chat/users/helpdesk/website/-/a/a/5/6/aa56ba034e997800/6866fFew readers
  • How do I test the different steps of a scenario?
    When creating a scenario, you can have an overview of the user experience at any time by using the "Test" function. Go to the scenario section, and select the option '< Preview'. (https://downloads.intercomcdn.com/i/o/824250874/1dd2a2468ec5a897ae58f8b7/image.png?expires=1773333000&signature=4ba9cc0ea90b87145c3c1Few readers
  • What are Poool's basic settings?
    Poool has a configuration marketing section that allows you to define predetermined behaviors. To do that, click on "Settings" on the main menu. ​ Media settings In this part you can set : Media name which is very important because it will be later displayed on your widgets. Login URL is the page where users can login on your media if they have already subscribed or registered. Subscription URL is your media offer submission page. Data policy URL Note: you can defineFew readers
  • Pool Access – How do I generate a data export?
    If you use the Newsletter and/or Survey widgets, you can retrieve the collected information from your Poool Dashboard. Data is collected only for these two types of widgets. For forms, no data is stored on the Poool side, so you must implement your own data retrieval logic. Data export In the Export tab of your Access Dashboard, click on : (https://downlFew readers
  • How do I create a Discovery pass?
    The Discovery pass is a widget that allows you to totally open access to your content for a defined duration. This is the perfect opportunity to let readers discover your offers and for you to start building lasting relationships with them! What will the reader see? The Discovery pass invites a user to enter their email address to get free access to your website for a specific period of time. Once registered, they’ll be able to access any content they want during the Pass’ validity period.Few readers
  • Custom Buttons: Trigger your actions using the customButtonClick event.
    How does it work? When you create your button in an advanced appearance, if you choose to trigger an event like this: (https://downloads.intercomcdn.com/i/o/1079264216/059130b0eada9571f14dc35c/custombutton.png?expires=1773333900&signature=1f459366863077cc2ae2f6f59e237b71bc2234c6d35fd491576982aaf9c56902&req=dSAgH8t4mYNeX%2FMW1HO4zV3jhqP897Fuz4DGKpjqzqLrP7H5oUnEBTI030fe%Few readers
  • How can I edit a context?
    Do you want to edit one of your custom contexts? Or maybe you'd like to change the use of native groups in the default context? Well, this article explains how to do just that. Accessing the edit panel On the context (default or custom) of your choice, click on ⠇ in the top right hand corner and then select Edit . (https://downloads.intercomcdn.com/i/o/371669992/4Few readers
  • How can I duplicate a context?
    To set up your contexts even faster in the same application or in another application, you can duplicate them. Access the duplication panel Click on the icon ⠇ at the top right hand corner of the context you want to duplicate and click on Duplicate . (https://downloads.intercomcdn.com/i/o/824199581/6cc0fe863bc268c986f83544/image.png?expires=1773333000&signature=f04Few readers
  • Managing Dark Mode on Poool Access
    Dark mode is a feature that allows users to switch to a darker design for better visual comfort, especially in low-light environments. It can be enabled directly through the operating system settings (Windows, macOS, iOS, Android) or via the preferences of some web browsers. Why Offer Dark Mode to Your Readers? Benefits Improved visual comfort: Reduces eye strain in low-light conditions. Personalized user experience: Allows readers to adapt the interface to their preferencesFew readers
  • How to add a blur effect above the paywall
    To optimize the integration of the paywall with your content, you can easily add an effect above your widget. Everything can be configured from your Dashboard, in the 'Appearances' section. (https://downloads.intercomcdn.com/i/o/s22rivig/2126577773/f048b92e2d33d7a166f1b1b9116f/Capture+d%E2%80%99e%CC%81cran+2026-03-04+a%CC%80+110908.png?expires=1773333900&signature=c1215Few readers
  • Dynamic Actions vs Buttons:
    The advanced appearance editor allows you to create and manage your designs by assembling blocks from basic and dynamic components. In this article, we present the differences between Dynamic Actions and Buttons. Dynamic Action: In your appearance, when you use the dynamic component "Dynamic Action," it will adapt to the action you use in your scenario. It will be identified by Poool as theFew readers
  • How are surveys displayed to readers?
    If a reader belongs to a group or segment that has been allocated to answer a survey question, through using the widget 'survey', they will be shown a survey that has been created in the Dashboard. If multiple surveys have been made then the one shown to the reader will be chosen at random. It is possible that a reader could be shown the same question multiple times. To make sure that this doesn't happen, add a few dozens of seconds extra to the server request, something that isn't tollerableFew readers
  • Poool Access – Our pre-launch checklist
    Before anything else, don’t forget — our Poool Tag Helper extension is available to make things easier! With it, you can view all the settings applied to your site. Here are several things to check: Integration The Access.js and Audit.js scripts are implemented on the content pages you want to include in a journey Pages are tagged according to their type: free, premium User consenFew readers
  • How do I create an A/B test with Poool Access?
    By creating more than one scenario within the same context, you have the option of running an A/B test. The goal is to enable you to validate or invalidate a hypothesis, and thus define areas for optimization. With Poool, you can set up these tests in just a few clicks! Several testing criteria You have the option to test several elements: The offers presented to your readers: which one is the most convincing? The user journey: which discovery path is the most effective? The appearanFew readers
  • How can I duplicate a trigger?
    🔵 This feature is available in the Enterprise plan only. To set up your triggers even faster, you can duplicate them. Access the duplication panel Click on the ⠇ icon in the top right hand corner of the trigger you want to duplicate and click on Duplicate . (https://downloads.intercomcdn.com/i/o/372639196/41f6c5cf214408c665bb916e/image.png?expires=1773333000&signaFew readers
  • How do I modify the text relating to the GDPR
    We have adapted the widget for 'Newsletter form' as well as that of the 'Discovery pass' so that they now intercorporate a request for consent from the reader. This is because both of these widgets collect email addresses. Reader experience Reminder: 'Newsletter form' is a widget that lets readers unblock articles by signing up to the newsletter with their email address. Similarly, the widget 'Discovery pass' asks readers for their email address. In order to abide by the new GDPR laws (GeFew readers
  • Which texts can I modify?
    By going on the 'Messages' section of the Dashboard, you will be able to modify the different administrative texts of your paywall. Generic texts (https://downloads.intercomcdn.com/i/o/764492265/d021f6c5bb15c0e705e4b805/image.png?expires=1773333000&signature=e12e007478bd60eadd2a9a11e52aa39d15b72bef6359e79ec0db6ff14a90bd1f&req=cyYjEsB8n4daFb4f3HP0gG3%2F8n1XvIHPT%2F%2FbFew readers
  • What is a context?
    Contexts allow you to target readers based on their circumstances (i.e. the reader's context). When creating a context, you can define its type and whether or not you want to use Poool's native groups within this context. If you don't use native segmentation, your readers will be grouped as one in an "All Users" group or in custom groups. If you wish to assign a common scenario to all readers matching this context, it will be easier to do it this way, instead of duplicating the same scenarioFew readers
  • How do I activate the "Subscribe with Google" option in my paywall?
    (https://downloads.intercomcdn.com/i/o/681216470/89cec281fe557bdb0bc9766d/swgEN.gif?expires=1773333900&signature=dd48e56e52f1c986c698f5e8e67c293d4d1cc2eed1ee92c0c0bd9fa11b12e72e&req=cigmFMh4mYZfFb4f3HP0gF3mysvH4HMCwDG2Few readers
  • How can I use "toggle groups"?
    The "toggle groups" feature allows to automatically force a change from one cohort to another as soon as a reader completes a particular action. Which widgets is the "toggle groups" feature available on? The "toggle groups" feature is available on all widgets that ask for a concrete action from the readers, like answering a question or subscribing to a newsletter. These widgets: Offered article: readers take the step of unlocking arFew readers
  • How can I retrieve any data collected by Poool in my own system?
    In order to enhance your own reader data base, you may need to retrieve your data collected by Poool from elsewhere other than the dashboard. We have implemented 2 methods in order to better respond to this problem. Via a Javascript event used when you collect emails When an email address is collected via the Newsletter widget, you can recuperate this data simultaneously. This is particuarly useful for continuing consistent work flows. In order to do this, you'll need to use the onRegisterFew readers
  • What different actions are available?
    In order to configure the different Poool scenarios, you have to choose the action you propose to the user. 10 widgets are available today. (https://downloads.intercomcdn.com/i/o/749298351/d69e659c20a931491951c0d4/image.png?expires=1773333000&signature=c27aaa4341b2590827c42e310aa2ce883e0fae95c915f8dcb5a863f1d1e76b3Few readers
  • How do I test the design of my paywall?
    To get a clear vision of how your widget look like on the website, two features can be very useful. Previewing widgets on the Dashboard Within your scenario, when you edit a widget, you can see the preview of it. You can then apply an appearance, change some configuration, and set-up texts. You can also see it on mobile and desktop. (https://downloads.intercomcdn.coFew readers
  • How can I set up a temporary scenario?
    Close your eyes for a second... You are on a paradise beach 🏝. The turquoise sea tickles your toes, the palm trees sway in the breeze... And suddenly, disaster strikes! Before you take off on vacation, you forgot to activate THE scenario to push your limited-time offer... Relax! This is all a bad memory now, thanks to temporary scenarios! In this article we'll explain how it works (and at the same time how to avoid your vacations being spoiled 😎) Access the creation screen Go to the contextFew readers
  • What is a trigger?
    🔵 This feature is available in the Enterprise plan only. A trigger allows you to set up a widget based on a reader's source. For example, you can set up a specific widget for your readers coming from a social network such as Facebook. Trigger creation When creating a trigger, you will define a value. This value will have to be added to your URLs with a parameter that can be: the utmsource= value Example of a URL: https://www.mon-media.fr/mon-article (https://www.mon-media.fr/monFew readers
  • How can I display several walls on one page?
    Thanks to Poool's new script, you now have a wider range of potential for the location of your walls! In this article, we explain how you can put multiple walls on a single page. 🚨 Please note, some use cases require your tech team as well as Poool's recent integration, Paywall V5. To find out more about our new script, have a read of this article 👉 What's changed with Poool's new script? And for your dev teaFew readers
  • How to set up an advanced context with multiple custom values?
    Thanks to contexts, you can personalize the message addressed to your readers based on their browsing behavior. Various types of contexts are available in your Dashboard, all of which are described in this article. The custom context allows you to use any data set in the code of your pages. We now offer the option to independently activate segmentation with multiple custom values sent in your configuration via the Dashboard. By combining different values, you can easily refine your context andFew readers
  • How to retrieve data collected via the "Form" widget?
    If you are using the Poool Form widget, you need to implement a data retrieval logic. Nothing is stored in the Dashboard. To achieve this, we offer three main options: Zapier Integration We provide a connection with Zapier, allowing you to send data to your own system. (https://downloads.intercomcdn.com/i/o/1059526597/a9cf19765b7af3ec8c3d620c/image.png?expires=177333Few readers
  • How can I connect Poool to Zapier?
    Poool offers you the ability to easily configure third-party integrations with your favorite tools, including Zapier! You can gather all the data collected via a Poool Access widget or a Poool Engage element and transfer it to your own database. When to activate the connection with Zapier? Zapier is useful for retrieving data collected with two Poool Access widgets: Newsletter Widget (retrieves email information) Form Widget (retrieves all information collected in the form fielFew readers
  • How can I create a basic appearance?
    For your walls, we offer 2 basic but successful designs! Read this article to create walls quickly with these two formats! Access the basic appearance editor Go to the "Appearances" section of your Dashboard. Click on the Create Appearance button in the top right, then click on Basic Appearance . (https://downloads.intercomcdn.com/i/o/863656866/a814f19e60ffdaa9a9Few readers
  • How do I create a form with Poool Access?
    There are two steps to use a form in a scenario: Create a form Set up a "Form" widget in a scenario Like for the advanced appearances, you can create a form thanks to different components. Create a form Go to the "Forms" section in the Dashboard menu and click on (https://downloads.intercomcdn.com/i/o/1162Few readers
  • How to import your own font into Poool Access?
    To maintain consistency with your visual identity, you can use your own fonts in the appearances created with Poool Access. To do this, simply import the font into the CSS block of your appearance, just as you would when adding a font to a website. Go to Appearances Edit Element Properties Custom CSS (https://downloads.intercomcdn.com/i/o/s22rivig/2134314462/2c6Few readers
  • How can I set up triggers?
    🔵 This feature is available in the Enterprise plan only. From your Poool Dashboard, you can access the trigger feature by clicking on Triggers in the left menu. Set up a trigger Click on Create Trigger to access the creation screen. Enter the name of your trigger and the value that you'll include in your URLs. Click on the 📄 icon on the right of the "Value" field to copy the value you have written.Few readers
  • How can I delete a context?
    You can only delete custom contexts (not native ones). Delete a context Click on the ⠇ icon in the top right hand corner of the context you want to delete. Then click on Delete . Confirm your choice on the popup that appears, and voila! (https://downloads.intercomcdn.com/i/o/824209897/16764715b3670b136828ddd7/delete1.gif?expires=1773333000&signature=1ea8f608b524fFew readers
  • How can I create a full-width wall over my content with Poool Access?
    Do you want to add a full-width banner to your content? With our native template and the “add parent CSS” feature in your appearance settings, configuring this type of format is even easier! You will need to follow two essential steps: Properly configure the HTML of your page. Setup your appearance in the Poool Dashboard, as well as how it will be displayed on your content. (https://storage.crisp.chat/users/helpdesk/website/-/b/6/e/f/b6ef98013c992800/2cb4ffff-0c6b-46da-8e13-afa3aa7xFew readers
  • What methodology should be followed to create A/B tests with Poool Access?
    Want to set up an A/B test but don’t know where to start? In this article, we describe the main steps to follow in order to build a solid testing plan. Methodology for building and conducting an A/B Test To optimize your A/B test, it is important to document your process at each stage of your test. The main points are the following: Identifying a problem and formulating a hypothesis to address it Defining the two variants, the duration, and the scope of the test Choosing the KPIs foFew readers
  • What is the difference between a "custom group" and a "native segment"?
    Your Dashboard distinguishes “custom groups” from “native segments”. Here we present the differences between these two concepts. But what is the difference exactly🤔 ? (https://downloads.intercomcdn.com/i/o/432352819/35b5609f74c039e010c4e235/Capture+d%E2%80%99e%CC%81cran+2021-12-10+a%CC%80+14.55.07.png?expires=1773333000&signature=921d0af6facc4d50b53ad5ae7db45616a6d8e6eeaFew readers
  • How do I create a custom group?
    Poool Dashboard offers the possibility to use your own data in a simple way in order to use segments different from Poool's native segmentation (based on user engagement). ​ 🚨 Custom group creation implies your technical team's intervention. Create a custom group To create a custom group, within your context, click on 'Create a group'. (https://downloads.intercomcdFew readers
  • How does the Dashboard prioritize actions in a user's journey?
    As you already know, you can set up a wide variety of actions via the Dashboard - triggers, Cookie Wall with Alternative, scenarios... So, how does the Dashboard prioritize actions in the user journey when you have multiple set up? What's the logic behind it? Well, you're in the right place to discover all! Priority of actions within the Dashboard The order of action priority can be summarized very simply: Trigger Cookie Wall with alternative Scenario This works as a funnel, goingFew readers
  • How do I duplicate an action or a scenario?
    If, when creating or editing your different scenarios, you need to implement the same action (widget) several times, you can duplicate it. 💡 This can be useful if you have already edited the texts of this widget and wish to keep the consistency of the whole scenario without having to rewrite all modifications a second time. ​ Duplicating an action from a Poool scenario is reallyFew readers
  • How can I create an advanced appearance?
    Whether you're using a model or starting from scratch, here are some tips to make the most of our new design editor. You can also check out our other article covering each of the components in the new design editor. 👉 What are the components of the new design editor? Make the most of rows Employing rows allows you to easily compartmentalize your wall, both vertically and horizontally. It's also a way toFew readers
  • How do I create 'Metered', 'Discovery pass' and 'Dynamic' scenarios?
    The Poool Dashboard allows you to edit engagement scenarios for each segment or group. You can create a scenario by clicking on the 'Create a scenario' button, found to the right of each segment or group. (https://poool-f1bd4fc329f8.intercom-attachments-7.com/i/o/427888710/8d9fec32e2cc234574812d8d/qZLZ9MrLZGtNFi5hFPFew readers
  • What are the components of poool's design editor?
    The design editor is based on the use of basic and dynamic components. In this article, we introduce you to each component and its settings. To add a component, simply click on the ⨁ button. You'll then be able to navigate between the 'Basic Components' and 'Dynamic Components' tabs. To access a component's settings, click on the ✏️ icon on your chosen component. You can then modify the options in the 3 available tabs: Settings: component specific settings Style: management of differenFew readers
  • How can I set up a context?
    Contexts are available in the 'Scenarios' section of the Dashboard. Set up a custFew readers
  • How does poool segmentation work?
    In your Poool Access tool, you can enable Poool's native segmentation. Thanks to this, we are able to offer you both interesting engagement segments as well as provide key insights to help you define your strategy. 💡 Activating Poool's native segments requires the integration of the Audit.js script. You can find more information on this in our technical documentation. Engagement groups available In the Scenario sectFew readers
  • How do I use the data available in my Data Layer using Google Tag Manager?
    Thanks to Poool Dashboard, you can create custom groups. And when you cross this feature with your own audience knowledge, it allows you to implement more specific paywall strategies. 💡 To know more about custom groups, have a look to our other articles: 👉 What is the difference between a custom group and a native segment? 👉 How do I create a custom group? (https://help.poool.fr/enFew readers
  • How can I edit a trigger?
    🔵 This feature is available in the Enterprise plan only. Want to change something in a trigger? This article explains how. Accessing the edit screen On the trigger that you'd like to edit, click on ⠇ in the top right hand corner and then Edit . (https://downloads.intercomcdn.com/i/o/373332821/659d74458b909cdc82008f0b/image.png?expires=1773333000&signature=8a04Few readers
  • How can I create an advanced appearance from a template?
    To help or inspire you, we've created two advanced appearance templates for you. Both of these templates remain 100% customizable in the builder space. Choose a template When creating an advanced appearance, a template selector will be presented to you immediately. You then have the option to choose a template to start with or to begin from scratch. Once in the design editor, click on Use a template in the top left hand corner. If you choose to start with a template, you will find a comFew readers
  • How can I delete a trigger?
    🔵 This feature is available in the Enterprise plan only. On the trigger that you'd like to delete, click on ⠇ in the top right hand corner, then click on Delete . Confirm your choice in the pop-up that appears, and voilà! (https://downloads.intercomcdn.com/i/o/373339193/2561672e763d4161dd4fe6bf/ezgif.com-gif-maker+%2813%29.gif?expires=1773333000&signature=828b72b595aFew readers
  • How can I use native or personalized variables in my texts?
    To make some parts of your text dynamic, you can use the variables feature. These texts are the one set directly in your widget, in the 'Messages' section or on the 'Advanced Appearances' page. In this article, we unveil all the native variables available in the Dashboard as well as how you can create a variable on your own. Insert a variable into some text To insert a variable into some text, you just need to write variable . For example, here we use the variable 'appname' in the form wFew readers
  • What form fields are available in Poool Access?
    Creating a form is based around the use of basic components and form fields. In this article we'll introduce you to the form fields and their settings. To add a field, simply click on the ⨁ button. You'll then be able to access the "Form Fields" tab where you'll find all available field types. To access a field's settings, click on the ✏️ icon. You'll then be able to modify the settings in the 3 available tabs: Settings: field specific settings Style: modify the field design (backgrounFew readers
  • Are the reader widgets accessible?
    When we talk about digital accessibility, we often think of users with disabilities. However, it is to everyone that the work on accessibility benefits! Behind this notion, there is above all the idea of making content and services accessible to the greatest number. 💙 In other words, to implement interface elements that are perceptible, usable, understandable and robust, regardless of their reading context. 💪 "We all have special abilities or temporary disabilities." Damien SenFew readers

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
© 2026 Help CenterWe run on Crisp Knowledge.