Engage – Our pre-launch checklist
Before anything else, don’t forget that our Poool Tag Helper extension is available to make your job easier! It allows you to see all the settings applied to your site and to preview all your elements, based on the conditions defined in the Dashboard.
A few things to check:
Integration
The Engage script is integrated on all the pages of the site where you want your Engage elements to be displaFew readersHow do condition groups work in Poool Engage?
To add an extra level of granularity to element targeting, you can also activate “AND” and “OR” condition groups.
By default, your settings apply using a cumulative “AND” logic. Keep in mind that if one condition cannot be verified at the same time as another (for example: show once per day and hide on a specific URL), you should use an “OR” condition group.
To access this, select the “advanced” mode when adding a condition.
(https://storage.crisp.chat/users/helpdesk/wFew readersPositioning an Engage Element on a Web Page
To maximize the impact of Engage elements and ensure seamless integration with a website's design, proper placement configuration is essential. This article details various positioning methods for Engage elements on a web page.
Placement on an Existing Div
Leverage an Existing Class or ID
Engage elements can be inserted directly into a specific div on your page. To do this:
Use an existing CSS class or ID to identify the target div.
Ensure that this div is correctly positioned withFew readersHow to import your own font into Poool Engage?
To maintain consistency with your visual identity, you can use your own fonts in the appearances created with Poool Engage.
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/1433914088/aa7Few readersWhat are the different display conditions of Engage elements?
There's a wide variety of display conditions available on Poool Engage, and combining them can virtually create endless possibilities!
Here’s a rundown to help you choose the best possible setup for your Engage elements.
Display in a target element
This display condition is mandatory to show an element at the desired location on your site. Enter the identifier or class linked to the tag that will integrate the element.
💡 Remember to include the "." or "" character before your class or idFew readersHow to create a landing page with Poool Engage?
Do you want to use Poool Engage to create a landing page?
It’s absolutely possible!
Here’s an example of our The Audiencers page, created entirely with Poool Engage.
(https://downloads.intercomcdn.com/i/o/s22rivig/192415122Few readersConfigure when your Engage Element should close
In this article, we'll look at how to configure when an Engage element should close, whether it's within your article or as an overlay (modal/pop-in formats).
Let's get started!
Make an Element Disappear When Clicking a Button
To allow your users to close an Engage element by clicking a button, follow these steps:
Modify an Element: Access your Engage dashboard and select the element you want to modify.
Add or Modify a Button Component: Add a new button or modify an existingFew readersHow can I create a form in Poool Engage?
With Poool Engage, you can easily create pop-ins to collect information.
Activating form fields
To display a form to complete to your reader, you should first choose the type of field.
To do this, go to the "Elements" section of Engage, click on Create an element . Finally, using the ⨁ icon, select the components to add.
In the second tab, you will find all the available "form fields" options within the platform.
(https://storage.crisp.chat/users/helpdesk/website/-/b/2/e/d/b2ed01Few readersWhat are the components of Poool Engage's design editor?
In this article, we provide details on all the customization options available in the design editor for creating your Engage elements, according to your preferences.
For those who are already familiar with Poool Access, the design editor should hold no secrets for you 🙂 However, you may discover some specific features unique to Engage here.
To get started on the right foot
The appearance of an Engage element is built using the various components at your disposal. In Engage, click on "CreateFew readersManaging Dark Mode on Poool Engage
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 preferenceFew readersHow to retrieve data collected via Poool Engage?
If you activate a form in Poool Engage, you will want to choose the most appropriate mode for data collection.
Poool does not store any data collected through the form fields of Engage elements. Therefore, it is essential that you implement your own logic.
To help with this, we offer several options.
Zapier Integration
We provide a connection with Zapier, which allows you to send data to your own system.
(https://storage.crisp.chat/users/helpdesk/website/-/5/e/2/a/5e2aac737a9cb800/4c5Few readersHow do I create a modal element with Poool Engage?
Want to display an Engage element in a pop-up window on your site? Congratulations 🥳 It's an excellent way to boost the visibility of your messages to your readers.
Before going live, there are a few considerations to take into account in order to offer the smoothest experience possible.
In this article, we particularly present a method for managing the display, then the hiding of your full-page tag.
Option 1: Apply style to parent container
ℹ This option requires no additional technicalFew readersHow can I test my Engage elements?
You have finished your Engage element design and applied the desired filters in the Dashboard?
You can now test it directly on your page! 🎉
Let's check two essential points:
The display of your element: its design, positioning on your page, whether the element can be closed or not
Its behavior: Are the conditions defined in the Dashboard correctly applied?
Use the "Preview" function
With the "<Preview" option in your Dashboard, you can test how your element will appear on your siteFew readersCreating a Multi-Step Onboarding with Engage
A warm welcome is key to building a long-term relationship with new subscribers and improving a crucial aspect: retention.
Providing a multi-step onboarding process right after payment confirmation is an effective way to guide readers smoothly through their first interactions.
This article presents an example of a three-step onboarding process and one way (among others) to implement it using the Engage SDK.
Example of a Multi-Step Onboarding
The following use case is desiFew readers