Set up subscriber opt-in tools on website

1. Use a tool like Sumo, OptiMonk, or OptinMonster, to display opt-in forms, determine the content & triggering rules for displaying them, the lead magnets you want to offer, and an email service where users will be added once they opt-in to your site, like Mailchimp or Klaviyo.

Alternatively, you can use custom popup plugins for WordPress, like Ninja Popups or Popup Maker. Content for your opt-in form and any downloadable lead magnets can be saved in cloud storage, like Google Drive. Triggering rules for displaying the pop-up could include things like a set of specific URLs where the pop-up will be displayed, or the time spent on the age before displaying the pop-up.

2. Create a test page on your website where you can test all triggers and conditions, such users visiting via desktop or mobile devices.

3. Build the popup using your popup tool, add testing rules, and implement it on your test page.

Some example testing rules you can use while building the popup include: Frequency: 100 times per hour. Minimum duration between consecutive displays: 3 Minutes. Maximum number of displays: 1000. Connect the popup tool with your email service based on the method your email service provider offers, such as via API or direct authorization.

4. Set the popup to the Active state, following the instructions given by your popup tool, and visit the test page URL a few times to make sure it's loading correctly based on the frequency and time delays you set as triggering rules.

If you are using a WordPress plugin, configure the popup to only run on your test URL. If you are not using WordPress, create a blank page on your website and paste the code into the test page. Load your test page five times, leaving a gap of 1 to 1.5 minutes between each refresh, submit a unique email, and close the page each time you load it. You should see a pop-up every second time you load the page if using a minimum of 3 minutes between consecutive displays.

5. Adjust the popup frequency and triggers to the parameters you want to use in the live deployment, and replace the test page URL in the popup controls with the actual live URL you want to deploy the popup on.