Documentation ArticlePopups & Forms
How to Create Popup and Form Assets in LeadsWithDemos
Learn how to create or copy a popup, sticky banner, slide-in, or embedded form in LeadsWithDemos, then design it, review settings, and preview the asset.
Short Answer
Create a popup or form asset from the selected site's Popups and Forms area. You can start from a new asset, copy a reusable template, or duplicate an existing site asset, then design it, review the settings for its form type, and preview it before using it elsewhere.
Before You Start
You must be signed in and have access to the site where you want to create the asset. Account owners can manage site popup/form assets, and managers need the relevant popup permissions. If you are not already inside the right site, open the site from My sites. If you do not have a site yet, create a new site first. Popups and Forms supports four asset types: popup, sticky banner, slide-in, and embedded form. Design and settings controls vary by type, so review the settings after the asset is created or copied.Steps
- Go to My sites, open the site you want to work on, then select Popup & Forms in the site area.
- Choose how you want to start: create a new asset, use a reusable template, or duplicate an existing site asset.
- To create a new asset, select Add new popup. Choose the form type, enter the asset name and description, then select Continue. Supported options include Popup Box, Sticky Banner, Slide-In, and Embedded.
- To start from a reusable template, open Popup Templates. Filter or search by type, strategy, or name. Choose Preview Template if you want to inspect it first, then choose Use This Template to copy it into the site.
- To copy an existing site asset, open that asset's options menu and choose Duplicate.
- Review the created or copied asset in Popup & Forms. It should appear in the selected site's asset list.
- Open the asset's Design action when you are ready to edit its content. If you started from a template, adjust the copied design and settings as needed.
- If the design includes a form block, set its Submit Action to a supported option such as Lead Form or Custom before saving the design.
- Review the settings for the selected form type. For example, sticky banners have placement settings, popup boxes have popup-focused controls, slide-ins have position settings, and embedded forms use a different targeting and configuration flow.
- Use Preview when you are ready to review the asset.
- If the asset should be marked as a Lead Gen Form, use the asset options menu and choose Set as Lead Gen Form after the asset exists.
Important Notes
Creating a popup/form asset does not launch or activate a campaign. Campaign creation, campaign activation, public subscriber capture, visitor tracking, and impressions are separate workflows.
Set as Lead Gen Form and Lead Form are different controls. Set as Lead Gen Form is an asset options menu action after the asset exists. Lead Form is a Submit Action option for a form block inside the drag-and-drop builder.
The new-asset creation modal does not include a lead source setting. Lead source selection belongs to the campaign workflow.
Templates are starting points, not final locked assets. A copied template can include saved design and settings, and you can adjust the copied asset after it is added to the site.
Custom JavaScript is an advanced asset setting. The approved source confirms that the setting can be stored with the asset, but it does not confirm validation, sanitization, sandboxing, or safety guarantees.