> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.emailwiz.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
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# How the pop-up works

Your Wiz pop-up is the sign-up form that greets visitors on your storefront and collects their email (and optionally their phone number) in exchange for your welcome discount. It lives on the **Flows & pop-up page** as its own entry, right alongside your email flows.

Open **Wiz → Flows & pop-up** and expand the **Pop-up** row. You'll see it is made up of **four steps**.

![The Pop-up expanded, showing its four steps and the per-step menus](https://storage.crisp.chat/users/helpdesk/website/-/5/b/e/f/5bef2745dfd6dc00/how-the-popup-works1-popup-ste_hek9jm.png)

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## The four steps

| Step | What it does |
|---|---|
| **Opt-in Email** | The main sign-up screen - your offer, the email field, and the sign-up button. This is the core of the pop-up. |
| **Opt-in SMS** | An optional second screen that also asks for the visitor's phone number. |
| **Confirmation** | The "thank you" screen shown after someone signs up (also called the Success step). |
| **Teaser** | A small tab or reminder that can invite visitors to reopen the pop-up. **Off by default.** |

The count next to **Pop-up** (for example, *3 of 4*) tells you how many steps are currently switched on.

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## Opt-in SMS is optional

You don't have to collect phone numbers. If you'd rather capture email only, simply turn the **Opt-in SMS** step off - the pop-up will work perfectly as an email-only sign-up form.

## The Teaser is off by default

The **Teaser** ships switched off. You can turn it on if you want it, but nothing about your pop-up depends on it.

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## Turning steps on and off

Each step can be switched on or off individually - the same way you manage individual flow emails.

1. In the expanded **Pop-up** list, find the step you want to change.

2. Click the **⋯** menu on the right of that step.

3. Choose **Turn Off**.

To switch a step back on, open the same **⋯** menu and turn it on again. An active step shows a green **Active** badge; a switched-off step shows an **Inactive** badge.

|| The **Opt-in Email** step is the heart of the pop-up. Leave it on - turning it off leaves you with nothing to capture sign-ups.

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## Before your pop-up can appear

Configuring the steps here isn't quite enough on its own: the pop-up only shows on your storefront once the **Wiz app embed** is enabled in your Shopify theme. That's set up during onboarding - see [Setting up Wiz](#).

If your pop-up isn't showing, see [Pop-up triggers & display rules](#), which covers the most common reasons.

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## Common questions

**Do I have to collect phone numbers?**

No. Turn off the **Opt-in SMS** step and the pop-up captures email only.

**What's the Teaser for?**

It's an optional reminder that can bring the pop-up back after a visitor closes it. It's off by default, so you only see it if you turn it on.

**How do I change what the pop-up looks like or says?**

Open any step's **Edit → Edit Pop-up Template** - see [Customizing your pop-up design](#).