How to Create Mobile Popups That Convert (Without Hurting SEO)

Do you want to use mobile popups on your website?

Mobile popups can be very effective for lead generation, increasing sales, and getting more app downloads, but you need to design them the right way. Otherwise, you could end up harming your website’s search engine ranking.

In this guide, we will share how to create mobile popups that have high conversion without hurting your SEO rankings.

How Could Mobile Popups Hurt Your SEO?

Mobile popups could harm your SEO (search engine optimization) efforts if they go against Google’s guidelines. Google states that sites may be ranked lower in mobile search for using intrusive interstitials or intrusive popups.

Google doesn’t want your popup to cover all or most of the page before the user gets to see the content. These are some examples from Google of what they want you to avoid.

If your page has a popup that appears right away, then Google can penalize that page. This means your page will not rank as high in Google’s search results as it otherwise would have.

So you might be wondering, then why risk creating popups on mobile?

Well, the short answer is, it helps you increase conversion rates which leads to more leads and sales.

This is why many smart business owners and marketers continue to use popups on both mobile and desktop.

The important part is that you must create your mobile popups, the RIGHT way, so it doesn’t impact your SEO rankings.

How to Create Mobile Friendly Popups That Won’t Hurt Your SEO Rankings

There are several different ways to create mobile popups that won’t hurt your SEO rankings. You could:

• Create a full-screen popup that only appears after a delay.
• Create a banner or slide-in that only covers a smaller part of the screen.
• Only use immediate full-screen popups for legal notices. Examples of these include cookie permissions and age verification popups. These aren’t penalized by Google.

In our example, we’ll cover how to create a full-screen popup that only appears after the user has been on your site for a certain length of time. However, we’ll also share best practices and tactics that you can use to add smart display rules for further optimization.

Creating a Mobile-Only Popup With OptinMonster

OptinMonster is the easiest way to create a mobile-only popup. It’s the most popular lead generation tool on the market and has a powerful WordPress popup builder.

First, you need to visit the OptinMonster website and register for an account. While all their templates are mobile responsive, you need the Pro account to unlock mobile-specific display targeting rules.

After registering, you need to install and activate the OptinMonster plugin on your WordPress site. For more details, see our step by step guide on how to install a WordPress plugin.

Upon installation, you should see the ‘Welcome to OptinMonster’ screen. Simply click the ‘Connect Your Account’ button and follow the on-screen instructions.

Once your OptinMonster account is connected, you should see the Campaigns page. You can also get to this by going to OptinMonster » Campaigns in your WordPress admin. Go ahead and click the ‘Create New Campaign’ button on the top right.

You will be taken to the OptinMonster campaign builder. Simply leave the Campaign Type set to Popup.

For your Campaign Template, select the Mobile Optimized device filter and choose a template. We’re going to use the Offer template.

OptinMonster will prompt you to name your new campaign and choose what website(s) you want it to display on. Go ahead and enter these details, then click the ‘Start Building’ button.

The template will automatically load the popup’s optin view in the OptinMonster builder. It’s easy to customize the content or add new items with the drag & drop interface.

For instance, to change the default text, you just need to click on it and type the text you want to use.

To edit the image, you need to click the settings button for the column that it’s in. The settings button is the cog in the gray box.

You can then upload your choice of image by clicking on the ‘Background Image’ option on the left hand side.

Go ahead and make as many changes as you need to make in your popup.

You also need to edit the Success view. This is what users see after they enter their email address. To edit the Success view, simply click on the Success button above your popup.

Once you’re happy with both the optin view and the success view, don’t forget to click the Save button at the top of the screen.

Setting the Display Rules for Your Mobile Popup

Now, it’s time to set the display rules for your popup.

First, you need to click the ‘Display Rules’ tab at the top of your screen.

The default rule is for your popup to show after users have been on your site for 5 seconds. You may want to increase this time period. We’re going to use 10 seconds.

Your popup uses a Mobile Optimized template. This means it will automatically only display on mobile devices.

You can also add other mobile-safe targeting rules to unlock further optimizations such as:

• Exit Intent for Mobile – this will only show the popup if the user hits the back button or they scroll up.
• Inactivity Sensor – this will only show the popup after user has stopped being active on the site for certain number of seconds.
• Scroll Trigger Popups – this will only show the popup after user scrolls down a certain % of the page.
• Button Click by MonsterLinks – this will only show the popup if the user clicks on a specific button.

All these above display rules are based on user’s interactions, and they will not hurt your SEO rankings.

Once you’ve set your display rules, click the Save button and then move to the Integration type. Simply click the Add New Integration button to get started.

OptinMonster will then show you a dropdown list of email providers. Click on the dropdown and select your email marketing service.

Then, simply follow the instructions to connect your email list. The process varies depending on your email marketing service, but OptinMonster provides full instructions.

Once you’ve connected your email marketing service, click the Save button and then move on to the Publish screen. Here, you can check that you are happy with your settings.

When you’re ready, go ahead and click the Publish button.

Don’t forget to click the Save button at the top of the screen, too.

Putting Your OptinMonster Campaign Live on Your Website

Your OptinMonster campaign won’t automatically go live on your WordPress website. Instead, you need to login to your WordPress admin and go to OptinMonster » Campaigns.

You should now see your new mobile popup campaign listed here. If not, simply click the Refresh Campaigns button. Then, just click the ‘Go Live’ link below your campaign’s name.

Your campaign will now be live on your WordPress website. Go ahead and view it by going to your site on a mobile device.

Simply wait for the length of time you specified in the display rules, and your popup should appear. Here’s our popup live on our demo site.

Other Types of Mobile Popup That Won’t Harm Your Mobile SEO Rankings

Aside from time-delayed and user interaction popups in OptinMonster, you could also create a floating bar, slide-in, or inline optin.

• A floating bar optin appears at the top or bottom of user’s screen, without covering up the content.
• A slide-in appears from the bottom or side of the website, usually after a time delay.
• An inline optin appears within the content itself, part way through a page or post.

Simply select one of these types when you begin building your campaign. You will then see the templates you can use.

We hope this article helped you learn how to create mobile popups that won’t hurt your SEO. You might also like our article on the best WordPress plugins for business websites, and our proven tips on how to increase blog traffic.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Create Mobile Popups That Convert (Without Hurting SEO) appeared first on WPBeginner.

November 12, 2020 at 05:40PM

How to Connect Salesforce to Your WordPress Forms

Do you want to connect Salesforce to your WordPress forms?

Salesforce is one of the most popular customer management software on the market. Connecting it to your WordPress forms allows you to automatically add leads, customers, and other contacts to your CRM.

In this article, we’ll show you how to easily connect Salesforce to your WordPress forms.

Why Connect Salesforce to Your WordPress Forms?

Salesforce is one of the best CRM (customer relationship management) software on the market. Many of the world’s largest businesses use it to manage customers, leads, and business contacts from one single dashboard.

Most business websites use contact forms to generate leads and then manually add them to their CRM software. This takes time, and you may still forget to follow up with a potential customer.

Connecting Salesforce to your WordPress contact form allows you to remove this hurdle. As soon as a user submits their information, it will automatically be added to your Salesforce contacts.

From there, you can follow up with customers to boost conversions and sales from your website.

That being said, let’s take a look at how to easily connect Salesforce to your WordPress forms.

Setting Up WPForms to Connect With Salesforce

For this tutorial, you’ll need WPForms. It is the best WordPress contact form plugin used by over 3 million website owners.

You can use it to easily create any type of form using a simple drag and drop form builder.

WPForms is a premium WordPress plugin, and you’ll need their Elite plan to use the Salesforce addon.

First, you need to install and activate the WPForms plugin. For more details, see our step by step guide on how to install a WordPress plugin.

Upon activation, you need to visit the WPForms » Settings page to enter your license key. You can find this key under your account on the WPForms website.

Setting Up the Connection Between WPForms and Salesforce

Now, you need to set up a connection between WPForms and Salesforce. WPForms comes with the Salesforce addon which lets you easily connect the two apps together.

Simply go to the WPForms » Addons page and locate the Salesforce addon. Click on the Install button and it will be installed and activated automatically.

After that, go to the WPForms » Settings » Integrations page. Here, you need to click on the Salesforce integration to open it up.

Under Salesforce settings, click on the Add New Account button. WPForms will show you Salesforce settings with a Callback URL.

Simply keep the tab open in your browser or copy the Callback URL to a safe place. You’ll need it in a later step.

Now, you need to create an app in your Salesforce account. We’ll walk you through the process step by step.

Important: You need to have an Enterprise, Unlimited, Performance, or Developer edition of Salesforce. Otherwise, you will not be able to connect your WordPress forms.

You can check what edition you have by switching to the Classic view of Salesforce (see below). Then, go to Administer » Company Profile » Company Information. You will see your edition listed next to ‘Organization Edition’ on the left-hand side of the screen.

If you don’t already have an account, go to Salesforce’s Developers website. Simply click on the Sign up button at the top and then fill in your details.

After completing the signup, you’ll reach your Salesforce account dashboard. From here, you need to switch to the Salesforce Classic dashboard by clicking on your profile icon on the top, and then click the ‘Switch to Salesforce Classic’ option.

Next, you need to click on the Setup link at the top to access the Salesforce dashboard settings.

On the next screen, Navigate to the click Build » Create » Apps menu from the column on your left hand.

This will bring you to the Apps section. From here, click on the New button under the Connected Apps section:

You now need to fill in the details for your app.

For the Connected App Name, enter a name you want to use. Other users for your Salesforce account will see this.

The API name will default to the Connected App Name. You don’t need to enter or change it.

For the contact email, enter your email address.

You don’t need to enter the logo image, icon, info URL, or description. These fields are for Salesforce users who will be publishing their app.

Below this, you need to check the ‘Enable OAuth Settings’ box:

Once you check the box, you will see the OAuth settings:

First, you need to enter the Callback URL that you found earlier in your WPForms account.

The Selected OAuth Scopes let Salesforce know what permissions your app should have. You need to enable 2 permissions here. They are ‘Access and manage your data’ and ‘Perform requests on your behalf at any time’.

Simply select these and then click the ‘Add’ arrow to add those permissions:

There’s nothing else you need to change on this page. After adding the permissions, simply click the Save button at the bottom of the page.

You should then see a message telling you to allow 2 – 10 minutes for your changes to take effect:

Click on the Continue button and you’ll see your API information:

We recommend that you wait 10 minutes before using your app. That way, you can be sure that your app will be ready.

After the 10 minutes is up, you need to copy your Consumer Key and Consumer Secret to WPForms.

Your Consumer Key is shown just below the API (Enable OAuth Settings) section:

Your Consumer Secret is next to it. You need to click the ‘Click to Reveal’ link to see your Consumer Secret:

Now, simply switch back to the tab with your WPForms Salesforce settings. If you closed this, it’s easy to find it again in your WordPress admin. Just go to the WPForms » Settings » Integrations page.

Simply copy and paste the Consumer Key and Consumer Secret into the Salesforce settings for WPForms:

Then, go ahead and click the ‘Connect to Salesforce’ button:

You will then be prompted to log in to your Salesforce. Simply log in to your account using your username and password.

Next, you need to click the ‘Allow’ button to give WPForms access to your Salesforce account:

After this, you will see your Integrations page again. There should be a message at the top of the screen to let you know that the connection was successful:

Now that you have connected WPForms to your Salesforce account. You can start creating forms and send entries directly to your Salesforce account.

Creating a WordPress Form with Salesforce Integration

The next step is to create your form.

Simply go to the WPForms » Add New page. This will launch the WPForms drag and drop form builder. Enter a name for your form and then click on a template.

You can connect any type of form to Salesforce. We’re going to use the basic contact form:

It’s easy to add, edit, or remove any of the fields you want from the default form. For instance, you could add a phone number field.

Once you are satisfied with the form, go to the Marketing » Salesforce tab to connect it with your Salesforce account.

You will then see a popup where you need to name your connection. Your site’s visitors will not see this. It’s just for your own use.

Just enter the name you want to use. Then, click the ‘OK’ button.

Now, you need to select your Salesforce account and Salesforce Object. This is the type of data you are sending to Salesforce, such as a contact or a lead.

Once you’ve chosen your Salesforce Object, you will see some new dropdowns:

Here, the ‘Custom Field Name’ column is the name of the field in your Salesforce account. The ‘Form Field Value’ is the name of the field on your form.

You need to select a Form Field Value for each custom field you want to use. This means your form data will be entered into the correct field in Salesforce.

The only required field is the Full Name field in Salesforce. For this, select ‘Name’ as the Form Field value.

Next, go ahead and select a different field from the dropdown below this. Simply choose which WPForms field you want to map it to. To add more fields, click the blue + button.

We have included the email and phone fields from our form here:

Don’t forget to click the Save button at the top of the screen after adding your Salesforce connection.

Adding Your Form to a WordPress Page or Post

WPForms makes it super easy to add forms anywhere on your WordPress website.

Simply edit the post or page where you want to add the form or create a new one. On the content editor screen, click on the (+) add new block button and then add a WPForms block to your page:

Next, you need to choose your contact form from the dropdown list within the block. Finally, go ahead and publish your page to see your form live on your site.

For more detailed instructions, check out our step by step guide to creating a contact form in WPForms.

It’s best practice to test your form to make sure that you’ve correctly connected Salesforce.

Simply fill in some test data and click Submit.

After that, switch to your Salesforce account dashboard and you should see a new item listed on your homepage.

Just click on the name, and you will see the information for that contact. The email address, phone number, and any other details you mapped from your form will be included:

You’ve successfully connected Salesforce to WPForms. Now, all your new contacts will be automatically added to Salesforce for you.

We hope this article helped you learn how to connect Salesforce to your WordPress forms. You might also like our article on how to send contact form details to multiple recipients, and our pick of best business phone services for online businesses.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

The post How to Connect Salesforce to Your WordPress Forms appeared first on WPBeginner.

November 11, 2020 at 05:40PM