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# Welcome Ad-Offer Matcher™:  a pop-up widget tutorial

This tutorial guides you through the process of setting up and optimizing the Welcome ad-offer matcher™ widget. Our goal in this tutorial is to enhance audience engagement, build your email and SMS subscriber lists, and improve audience segmentation for more personalized messaging.


### Objectives and Goals
- **Expand Email and SMS Subscriber Lists**: Expand your reach through effective list-building strategies.
- **Optimize Ad Spend**: Increase return on investment for advertising efforts
- **Segment Audience**: Better segmentation for tailored communication.
- **Key Metrics**: Focus on widget conversion rate, goal conversion rate, ad ROI, opt-in rate, and completion rate.

### Widget Creation
The widget creation process is streamlined for ease and efficiency. Follow these steps:

1. **Selecting the Purpose:** Choose **List Building** to set the widget's primary function.
2. **Goal Definition:** Opt for **Email Addresses** with a name field at the Goal step.
3. **Discount Configuration:** At the Discount step, select **Reveal Coupon** and specify your discount code.
4. **List Selection:** Depending on your Email Management System (EMS), choose the appropriate list at the List step. (_e.g. for ActiveCampaign no list selection is necessary. You will be able to change the email marketing system sync options later._)
5. **Trigger Adjustment:** Default triggers for list building are Scroll and Time. Modify these to **Scroll to 50%** and **Time to 6 seconds**.
6. **Widget Type:** Choose **Popup** at the Type step.
7. **Template Selection:** Pick a template that aligns with your design preferences at the Template step. Note that these templates are customizable.
8. **Naming Your Widget:** A suggested naming format is **Ad-Matching - List Building - [Desktop/Landing / New Users] - (v1)**. This format helps in quickly identifying the widget’s purpose, type, and target audience.

Your widget is now created and ready for further customization.

### Designing the Widget
The widget comprises **5 steps** and an optional teaser:
- Teaser (Optional)
- Email
- Phone
- Standard Discount
- Premium Discount

**Step Configuration:**

1. **Email Step:**
   - Display your discount offer in the text element. It should match the offer presented in the ad
   - Include a form element for first name, email, and marketing consent.
   - Set action for the form element to lead to the Phone step


2. **Phone Step:**
   - Offer an upgraded discount in the text element.
   - Use a form element for phone number collection. Set to to lead to the Premium Discount step.
   - Include a button to Skip and proceed to the Standard Discount step.


3. **Standard Discount Step:**
   - Personalize the thank you message with `{visitor.firstName}`. Ask to complete the survey
   - Display the standard discount code offered in the ad.
   - Add a survey element with a custom field to collect visitor preferences
   - Add a button with action to close the widget


4. **Premium Discount Step:**
   - Identical structure to the Standard Discount step, but with a premium discount code.


5. **Teaser (Optional):**
   - A teaser can re-engage visitors who initially declined the offer.



### Display Options
**Display Options:**
1. **Triggers and A/B Testing:** Maintain initial trigger settings and add a Variation B with a 12-second time trigger.
2. **Rules – Frequency and Target:**
   - Stop showing the widget upon conversion.
   - Pause the widget for the current session once closed.
   - Exclude visitors who are part of the 'Contacts (email and phone)' group.
   - Target 'First Time Visitors'
   - Target  users coming from specific ads (using UTM Parameter filter).



Your **Welcome ad-offer matcher™** widget is now fully configured and ready for launch. Publish it to start engaging with your audience effectively through Personizely!