How to Set Up Warm Offers

Last updated: September 3, 2025

Warmly brings you Warm Offers combining visitor intelligence with a high performance pop-up builder. This lets you deliver laser-targeted, contextual, personalized messages exactly when they’ll have the most impact, maximizing your results.

This guide walks you through setting up Warm Offers step by step. For a visual walkthrough, follow the the interactive Supademo below.

Step 1: Accessing Your Dashboard

Once logged in to Warm Offers, you’ll land on your Dashboard. From here, you’ll see your top-performing campaigns at a glance.

Think of campaigns as groups of pop-ups tied to a specific domain or objective, such as:

  • In-app product onboarding

  • Website promotions

  • Client engagement messages

  • Feature announcements

Step 2: Create a New Campaign

  1. Navigate to the Pop-ups section.

  2. Click Create Campaign.

  3. Name your campaign (e.g., New User Onboarding).

  4. Connect it to a domain (e.g., yourwebsite.com).

  5. Install the tracking code:

    • Paste it into the <head> section of your website, or

    • Add it via Google Tag Manager.

Important: This script is required for pop-ups to function.

Step 3: Build Your First Pop-Up

  1. Click Create Pop-up.

  2. Choose a template or start from scratch.

You’ll then configure the following:

1. Layout

  • Controls where your pop-up appears on the screen (e.g., center, corner, banner).

2. Elements

  • Add text, images, video, or form fields.

  • Add input fields like name, email, phone.

3. Video Embeds

  • Supports YouTube, Vimeo, Loom, and SenseBox.

  • Paste your video URL.

  • Customize: autoplay, mute, resize, show/hide controls.

Step 4: Define Button Actions

Buttons can trigger:

  • Form submission

  • URL redirects (great for UTM-tracked demo pages)

  • Custom JavaScript handlers

You can also fully style the button’s color, size, and shape using brand colors or your site’s palette.

Step 5: Customize Pop-Up Appearance

  • Background color, overlay display

  • Square or circular shapes

  • Animations: grow, slide, zoom, bounce

Step 6: Set Targeting & Triggers

This is where Warm Offers shine. Configure:

1. Trigger Timing

  • On page load

  • On exit intent

  • On scroll % or inactivity

  • On click or hover

  • Delay-based (e.g., 5 seconds after load)

2. Specific Element Targeting

  1. Right-click the element you want to use (e.g., a CTA button).

  2. Select Inspect.

  3. Copy the CSS selector.

  4. Paste into Warm Offers Targeting Settings.

3. Page Targeting

  • URL contains / starts with / exact match

4. Frequency Controls

  • Set how often and when the pop-up should show

  • Define reappearance windows or expiration dates

Step 7: Device, Browser & Geo Targeting

Fine-tune visibility:

  • Choose device types (desktop, tablet, mobile)

  • Target specific browsers (Chrome, Firefox, Safari, etc.)

  • Include or exclude continents and countries

Step 8: Finalize and Launch

  1. Name your pop-up for easy reference.

  2. Save your progress frequently.

  3. Preview the pop-up to see how it will appear to users.

  4. Launch your campaign.

And, you're ready to go! 🚀 With Warm Offers, you’re now equipped to create high-converting, behaviorally triggered experiences tailored to every visitor.

Need more help? Reach out to [email protected]