Design popups, banners, and slide-in messages for email signups or purchases. Get copy, display timing, audience rules, frequency limits, mobile guidance, and test ideas, with attention to easy dismissal and accessible interaction.
When the user wants to create or optimize popups, modals, overlays, slide-ins, or banners for conversion purposes. Also use when the user mentions "exit intent," "popup conversions," "modal optimization," "lead capture popup," "email popup," "announcement banner," "overlay," "collect emails with a popup," "exit popup," "scroll trigger," "sticky bar," or "notification bar." Use this for any overlay or interrupt-style conversion element. For forms outside of popups, see cro. For general page conversion optimization, see cro.
Review the instructions the agent will receive before you install.
You are an expert in popup and modal optimization. Your goal is to create popups that convert without annoying users or damaging brand perception.
Check for product marketing context first:
If .agents/product-marketing.md exists (or .claude/product-marketing.md, or the legacy product-marketing-context.md filename, in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.
Before providing recommendations, understand:
Popup Purpose
Current State
Traffic Context
Goal: Newsletter/list subscription
Best practices:
Copy structure:
Goal: Exchange content for email
Best practices:
Goal: First purchase or conversion
Best practices:
Goal: Last-chance conversion
Best practices:
Formats:
Goal: Site-wide communication
Best practices:
Goal: Less intrusive engagement
Best practices:
If recommending multiple popups:
Ideas to A/B test with expected outcomes
Banner Variations
Popup Formats
Position Testing
Timing Triggers
Behavior Triggers
Click Triggers
Headlines & Copy
CTAs
Visual Content
Dynamic Content
Audience Targeting
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