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



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.



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.



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.



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.



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.

Updated on: 08/09/2026

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