This section of the Chime CMS allows for you choose from the available options for the registration pop-up appearance. This registration pop-up is a very important part of the Chime IDX website as well as any marketing strategies, etc. that you are putting in place.
This pop-up will be triggered based on the settings established in a separate section. For more information on this related topic, please reference Registration Pop-up Trigger Rule.
- Settings Location
- Registration Settings
- Add Third Party Registration
- Allow for Pop-Up to be Closed
- Email-Only Lead Registration
To edit this setting, navigate to the CMS (website editor) > Lead Capture > Pop-up Style & Settings:
There are three different styles that can be used and the content settings will vary depending on the style selected. Choose the style right at the top:
One Step Column
If you choose either the "Single Column" or the "Two Columns" style, you will be presented with two different steps where you will need to configure the content:
If you choose the "One Step Column," you will only have to configure the content for that one step.
To configure the content, simple complete the fields which include the following:
- Background Color
- Button Text
- Thank you Message
Here you will edit whether you will set the name and phone number as "Required" or "Optional." Please note that email is always going to be marked as required.
Please note that the configuration of this setting can affect Google Chrome One-Click Website Registration. For more information on this topic, please reference the following article: Google Chrome One-Click Website Registration.
Add Third Party Registration
In order for these options to be available, a manual configuration by the Chime Support Team will have to take place when your website is set up. This is built into the onboarding and account creation process, but if you do not see these options for some reason, please reach out to the Chime Support Team for further assistance (email@example.com).
Please note that in order to use the "Google Chrome One-Click Website Registration" you will need to have the "Google" box checked and enabled on your forced registration. For more information on this topic, please reference the following article: Google Chrome One-Click Website Registration.
Allow for Pop-Up to be Closed
This setting is at the very bottom but is one that you shouldn't forget to review. If turned ON, site visitors will be prompted with the forced registration but they can click on the "X" in the top-right of the pop-up to skip if they would like:
If turned OFF, site visitors will not be able to skip this forced registration as there is no way to exit the registration pop-up:
Email-Only Lead Registration
A specific logic has been built into the registration pop-up on certain registration styles for your website. This logic is designed to capture email addresses during the registration process, even if the site visitor did not provide all of their information (name, phone).
If a lead provides at least their email address, but backs out of the full registration process before providing their name and phone number, you will capture an email-only lead after a five minute built-in delay.
This is only supported in the following scenarios:
(1) When a lead fills our their email address in the built-in field of the Single Column registration style but does not provide their name or phone number in the second step.
(2) When a lead fills our their email address in the built-in field of the Two Columns registration style but does not provide their name or phone number in the second step.
(3) When a lead clicks on the Continue with Facebook or Continue with Gmail button on any of the registration styles. When they do so, they will be asked to provide their phone number. If they back out of the process before providing their phone number, their email address will be captured.
If you would like to turn this feature on/off, you can now navigate to CMS > Settings > Lead Capture > Site Email Lead and toggle this feature on/off. It will be enabled by default.
It is very important that you are aware of the following information:
- If no name is captured the lead will be saved as "No Name" in your CRM
- Leads captured via this method will maintain their original source depending on how they found your website. They were previously saved as the lead source of "Site Email Lead" but that logic was discontinued May 8, 2021.
- Leads captured will all be tagged with a tag called "Site Email Lead" so that you can easily filter by these specific leads in the future.
- A welcome email will be sent to this lead if their email is captured. It will skip the "lead_first_name" variable if no name was provided during registration.
- If you plan to market to these leads, please make sure you are aware of how they entered your system. They did not finish the registration process but they did type in their email address and continued to the next step before backing out (and not providing name/phone).
Return to Site Logic
If a site visitor had previously provided their email address but did not finalize registration, the next time they are on your Chime-built site they will be prompted to provide their phone number to finalize registration. This same pop-up will appear one time per day until they provide a phone number.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <firstname.lastname@example.org> or by phone at 1 (855) 981-7557.