Email Collection Bar: Set-up

An Email Collection Bar is a full-width banner that sticks to the top or bottom of your Shopify page and prompts visitors to subscribe to receive a special offer discount. The bar includes a promotional notification message, an input email field, and a button with a call to action. When your customers click on the button, they get a discount coupon code, which they can copy and apply to a future purchase. The banner can be displayed on any page of your store and promotes the special offer discount that you’ve created in your Shopify Discounts settings.

Example of an Email Collection Bar:

Before you start

Before setting up an Email Collection Bar, you need to create and configure your coupon codes in the Shopify Discounts settings (see Create a fixed value or percentage discount). After making your Discount codes, you can copy and input them into the Email Collection Bar settings.

Creating an Email Collection Bar

You can easily add an Email Collection Bar to your Shopify store. To create a bar, follow these steps:

1. From your Shopify admin, go to the Searchanise Upsell & Marketing admin.
2. Open the Email Collection Bar app.
3. Click Create Bar.

A new bar is added to the top of the bar list.

You can also clone an existing bar by clicking on the duplicate icon in the Action column of the bar list. The bar you cloned is added to the list and contains the same title as the original bar plus the clone mark.

To find an existing bar, enter its title in the Search and Filter box provided at the top of the bar list.

Configuring a bar

When you’ve created a bar, you can configure it from the Edit Bar page. You can access this page by clicking on the pencil icon in the Action column of the bar list.

Here, you can configure the bar display, including its design, content, display rules, and targeting settings:

• General: Configure the display content of your promotion
• Design: Change the design template to fit the style of your store
• Display Rules: Set up the display rules of your promotion
• Targeting: Restrict the bar display based on different locations

Bar content

From the General tab, you can configure your promotion content and a call to action button to be displayed on the bar:

1. Set the Bar status to manage its visibility in your Shopify store.

2. Specify the Bar title, which is only visible to you for your guidance. The Bar title is hidden from your store visitors. By default, the bar you create has an auto-generated title consisting of a set of letters and numbers.

3. Edit the displayed message texts for the promotional banner on your Shopify store. By default, message fields contain placeholder values. It’s up to you to create content for your:

   • Initial message of the promotional banner
   • Button text for a call to action
   • Message after subscription, which provides a special offer

4. To fit your Shopify store brand, set up the Font family and Font size of the message text and button text.

5. Select the Coupon type the customer gets:

   Coupon type	Description
   Fixed	Create the discount code in the Shopify Discounts settings, copy the code, and paste it to the Coupon code the customer gets field
   Unique	No need to create it. It’s automatically generated for each of your store visitors individually. When applied, the unique code appears in the Discounts in your Shopify admin. Here, you can also specify the Discount code prefix, Discount size, and the Discount type as a fixed value or percentage discount.
   Hidden	No coupon given after subscription

6. Configure interactive banner content:

   • Add opt-in checkbox: Allows you to add an opt-in checkbox to the bar, such as a specific call to action to join a mailing list or agree to a service
   • Greet returning customers: Allows you to add a message after user return and select the coupon type after user return
   • Turn on the close button: Allows you to add a close button to the banner and set up the closing time after closing the bar before displaying it for the second time

Design template

From the Design tab, you can select one of the ready-made design templates for the banner background image, set your own color of the default bar, and pick its background and text colors to match your store’s brand.

Moreover, you can adjust the height of the bar if you want to make it larger.

You can customize the colors of the following bar elements:

• Background and text colors of the bar
• Button background and text colors
• Input field background and special text colors

For a more attractive look, you can also select the bar display position on your Shopify store page from the following options:

• Top relative: The bar sits at the top of your site and fades into and out of view as the site page scrolls
• Top fixed position: The bar is always displayed at the top of your site
• Bottom relative: The bar sits at the bottom of your site and fades into and out of view as the site page scrolls
• Bottom fixed position: The bar is always displayed at the bottom of your site

Bar display

The Display Rules settings tab contains the bar display rules. Here, you can decide how and when to display the promotion in your Shopify store:

• Select the visitor target device to display bar on: mobile and/or desktop
• Restrict availability of your special shipping offer for some Shopify store pages

Display the bar on	Do NOT display the bar on
All pages Home page Product page Search results page Cart page Collections Custom link (add any page link of your store) Keywords (add any keyword from the store page URL)	Off Home page Product page Search results page Cart page Collections Custom link (add any page link of your store) Keywords (add any keyword from the store page URL)

• Select the display time option: permanent or custom

If you want to show the banner according to a particular schedule, follow these steps:

1. Select the custom value in the Display time selector.
2. Set up your schedule using the Start and end display time options for banner display.
3. Optional: apply User timezone detection by user IP address or select a time zone for a specific plan from the drop-down list.

Targeting filters

If you want to restrict the display of the bar to your visitors in different countries, you can add locations where the banner can be displayed or exclude them based on the IP address of the visitor:

• Location where the Email Collection Bar is displayed
  1. Click Add new Location.
  2. Start entering a location and then select one of the options suggested.
• Location where the Email Collection Bar is not displayed
  1. Click Add new Location.
  2. Start entering a location and then select one of the options suggested.

If you want to remove the location, hit the delete icon. A dialog box will ask you to confirm the deletion.

Deleting a bar

If you want to delete a bar, click on the delete icon in the Action column of the bar list. A dialog box will ask you to confirm the action by clicking Delete.

Managing bar visibility

You can activate the Email Collection Bar by clicking the button at the upper right. The app will display a bar in your Online Store if it has a visible status.

After you hit Activate app, the app redirects you to the theme editor’s App embeds tab. To activate the app, switch the toggle on and save the changes.

To deactivate the app, follow the steps above and switch the app embed off.