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    If you find yourself in the following situations:

    • You have visitors, but not too many buyers.
    • They look at your products, add them to cart, but fail to complete the order.
    • Or simply you want to lower your cart abandonment rate and increase conversions.

    Well, with Omniconvert you can find out why that happens and give the visitors a reason to buy.

    A. Example


    Ooh! It seems that you did not finish your order this time! Please tell us what stopped you?

    Possible answers: 

    • The price is too high -> By selecting this answer it will trigger a Pop-Up with 5% discount if the user completes the order now;
    • The shipping cost is too high -> This one will trigger a Pop-Up with a free shipping offer if the user completes the order now;
    • I have encountered a technical problem -> This one should trigger a lead collector in order for an operator to contact the user and find out what was the problem;
    • I prefer to buy it from your store -> Selecting this answer will trigger a Pop-Up with a 10% discount for next online order;
    • Other – the visitor will write his own answer which will trigger a lead collector in order for the user to fill in its contact details and an operator to contact him if necessary.


    1. Creating the Overlay experiments that will hold the creatives/pop-up’s needed for each answer.

    2. Creating the survey in which we will integrate the previously created pop-up’s that will trigger for each selected answer.

    B. How to create the pop-up discount

    Step 1. Create a new overlay

    From the main menu choose the ‘Overlay’ option.

    Create ‘New Overlay‘and choose the template you wish to edit or add your own artwork.

    After that, a new window will appear from which you will have to choose the type of trigger based on your objective which in this case it should be On Load.

    Step 2. Edit the selected template

    After selecting the trigger, you’ll land on the builder from where you can modify the template to suit your needs.

    overlay template customization

    In the ‘Code Editor’, you can edit the creative and modify it as you wish. You can also use JavaScript in the editor.

    Step 3. Set the audience and the segmentation

    After setting up the design, go to the ‘Audience’ tab to continue with the experiment setup.

    There, you must let the URL field empty because the creative/pop-up attached to the variation of the experiment will be triggered by the survey. There is no need for the experiment to be set to appear on your website.

    Then, let the ‘Segment‘ (Target) to include all visitors in the experiment. If you want to target a specific segment, you need to define it in the Survey, not here.

    overlay segment target

    Set up device type to be ‘All devices‘ and frequency to be ‘Every time‘.

    overlay segment advanced

    Step 4. Set the traffic allocation and goals

    In the ‘Traffic Allocation and Goals‘ tab, you must set the traffic to be 100% on the variation.

    experiment traffic allocation variation

    Step 5. Schedule and publish the overlay

    Finally, you can ScheduleRename, and Publish the experiment.

    Once the Overlay experiment is done, continue with the remaining ones until you have them all ready.

    C. How to create the Survey

    Step 1. Create the survey

    From the main menu, select the  ‘Survey‘ option.

    From the next window choose ‘Pop-up survey‘ and enter a name for it.

    Step 2. Create the questions

    Create your ‘Main question‘ and choose the ‘Unique choice‘ answer type:

    Add the answers needed for the main question:

    ask survey main question answers

    Choose the action logic for each specific answer when selected by the visitor.

    In this case, for the ‘Price is too high’ answer, the discount creative/pop-up will be triggered. The creative/pop-up selected, belongs to the Overlay experiment created previously:

    ask survey discount creative settings

    In order for the lead collector to appear, if the answer is ‘Other’, you must choose ‘Go to end screen‘ in ‘Advanced settings‘:

    ask logic branching advanced settings

    Step 3. Make the lead collector settings

    Next, you must enable the ‘Lead collector‘ to gather user details, to be contacted later by one of your agents.

    Choose what data you want to collect from your visitors:

    With Omniconvert, you can do integrations with MailChimp, CampaignMonitor, Freshmail and Zapier that you can use to collect users data.

    ask survey mailing list provider

    Step 4. Design the survey appearance and texts

    Design your Survey to look just the way you want.

    Below, you have a live preview window where you can see the changes you’re making – as you go. Click to refresh the preview window after you made changes.

    ask survey live preview

    Once the design is ready, go to the ‘Texts‘ tab. There, you can select from the predefined languages or insert your own version in any language you choose. In this tab, you can also add a header to your survey, in a text format, picture, HTML etc.
    You must delete the Intro message page in order for the survey to start with the question directly.
    There is a place for a ‘Thank you message‘too if you you want to edit it.

    Step 5. Set the audience and the segmentation

    In the ‘Audience‘ tab, go to ‘Manage the pages where you want to run this survey‘.  In our example, the rule ‘URL is‘ will make our system trigger the Survey only on the cart page.

    After you’ve done managing the pages select the ‘Segment’ of visitors who will see the survey by clicking on the drop-down button.

    In the second part of the page, you can select the percentage of visitors who will see the survey and how often to display it to your visitors.  In this part, you can also add a maximum number of responses (once that number is reached, the survey will stop) and select the devices where you want the survey to be visible.
    In the end, you have the option to mark it as exclusive, meaning that no other experiments/surveys will be triggered for the visitors who already viewed this one, for the time it is running.

    Step 6. Schedule and publish the survey

    In the end, you can Schedule your survey.

    Choose for how long to set it live, when to be triggered to your visitors and whether or not you want to receive an email when it has expired.

    Finally, click on ‘Publish‘. You can also save the experiment as a draft to work later on it.

    DON’T FORGET: After each time you publish or update an experiment, you have to wait 3-4 minutes until it will be visible on your website. If you want to see the changes live instantly, install the OmniTool extension that helps bypass the cache system which generates the delay. You can download OmniTool here.

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