Embedded vs Popup Forms
This guide explains how to choose between an embedded form and a popup form in Sender, including how each type displays, how their builder settings differ, and how to distribute them.
Where to Find This Feature
In the Sender dashboard, go to Forms in the left sidebar. The Forms list shows all your existing forms with their type label (Embedded form or Pop-up) displayed below the form name. To select a form type, click Create a new form in the top-right corner. The New form page presents three form type cards: Embedded form, Popup form, and Spin-to-win wheel. The form type is set at creation and cannot be changed afterward.
Steps to Choose and Configure the Right Form Type
Step 1 — Decide Which Form Type Fits Your Use Case
Choose Embedded form when you want the form to sit directly inside your page content, always visible to visitors without any overlay or trigger. Choose Popup form when you want an overlay that appears based on visitor behavior, such as time on page, scroll position, or exit intent.
Embedded forms are best for persistent signup placements like sidebars, footers, or in-content sections. Popup forms work best for attention-grabbing, time-sensitive, or behavior-based prompts.
Step 2 — Create the Form with the Selected Type
Go to Forms and click Create a new form. Enter a name in the Form name field. Click Create new embedded form or Create new popup under the corresponding card.
For embedded forms, a layout selection dialog appears with options such as Default and Basic. Select a layout to open the form builder.
Step 3 — Review Builder Tabs for Your Form Type
The form builder for an embedded form has two tabs in the right panel: Design and Settings. The Settings tab includes Options (such as Use Google reCaptcha, Confirmation checkbox, Redirect after submit, and Text direction Right to Left), Fields, and Groups.
A popup form has three tabs: Design, Settings, and Behaviour. The Settings tab is the same for both types. The Behaviour tab is exclusive to popup forms.
Step 4 — Configure Popup Triggers in the Behaviour Tab
Open the Behaviour tab in the popup form builder. Under When to show popup?, enable one or more triggers. After X seconds on page displays the popup after a set delay. Show when user scrolls to X % triggers at a scroll depth. Show when trying to leave page fires on exit intent after a minimum wait time (does not work on mobile devices). Show when clicked on element triggers the popup when a visitor clicks a specified page element.
Step 5 — Set Popup Frequency, Schedule, and Visibility
Still in the Behaviour tab, expand Frequency to control how often the popup re-appears for visitors who haven't subscribed. Toggle Always show or set a cooldown period in days.
Under Schedule, choose Instant to activate immediately or Specific time to set a start and end date. Under Visibility, select Always show, Hide on specific pages, or Show on specific pages, and optionally check Hide on desktop, Hide on mobile devices, or Hide on tablet devices.
Step 6 — Save and Review Publishing Settings
Click Save and continue in the top-right corner of the form builder. The Publishing settings page opens, displaying the form's type tag (EMBED or POPUP), status (DRAFT or published), Double opt-in settings, Your form URL, the Get your QR code section, and the JavaScript snippet and JavaScript explicit rendering tabs.
Both form types share the same Publishing settings layout except that embedded forms include an additional HTML
Step 7 — Install the JavaScript Snippet on Your Website
Under the JavaScript snippet tab, copy the