> ## Documentation Index
> Fetch the complete documentation index at: https://sleekplan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Popups

> Popups are in-app messages your widget shows to the right people at the right moment. Learn the five popup types, how in-app announcements and survey popups differ, and how to create, edit, and delete a popup.

A popup (also called an **outbound message**) is a small in-app message your Sleekplan widget shows to visitors and users while they are in your product. Instead of waiting for people to open the widget, a popup comes to them and asks for something specific: feedback, a rating, or a subscription, shown at a moment and on the pages you choose.

Popups live in [**Settings → Public Portal & Widget → Outbound messages**](https://app.sleekplan.com/settings/outbound). Each one targets an audience, waits for a delay, and appears only on the pages you allow.

<Info>
  Popups are managed by workspace **Owners** and **Admins**, and they are a paid feature. Some types and options depend on your plan: **CSAT** and **NPS** popups need the matching module enabled, and targeting a [user segment](/help/account-security/segments) requires a Business plan. See [Billing](/help/account-security/billing) and [Add-ons](/help/account-security/add-ons) for what your plan includes.
</Info>

## The five popup types

When you create a popup you pick one of five types. Each asks for a different thing and renders its own way in the widget.

* **Feedback** asks users to submit feedback to your board. It appears as a short prompt, and answering it opens the feedback form.

  <img src="https://mintcdn.com/sleekplangmbh/AXNF0bszZhH11Kev/images/popups-appearance-feedback.png?fit=max&auto=format&n=AXNF0bszZhH11Kev&q=85&s=4cf374ce34b663a246ac03cbaf8d11a3" alt="A Feedback popup asking &#x22;Would you like to give us some feedback?&#x22; at the bottom of a page" width="1440" height="900" data-path="images/popups-appearance-feedback.png" />

* **Subscribe** asks users to subscribe to your [changelog](/help/changelog) so future updates reach their inbox.

  <img src="https://mintcdn.com/sleekplangmbh/AXNF0bszZhH11Kev/images/popups-appearance-subscribe.png?fit=max&auto=format&n=AXNF0bszZhH11Kev&q=85&s=9465143509c2eedcbacbcba1085e5591" alt="A Subscribe popup asking &#x22;Want the latest updates delivered to your inbox?&#x22;" width="1440" height="900" data-path="images/popups-appearance-subscribe.png" />

* **CSAT** (Customer Satisfaction) asks users to rate your product or a specific feature on a five-face scale, with an optional comment.

  <img src="https://mintcdn.com/sleekplangmbh/AXNF0bszZhH11Kev/images/popups-appearance-csat.png?fit=max&auto=format&n=AXNF0bszZhH11Kev&q=85&s=8063d77e5f10d0a27800d7fb6fcc480f" alt="A CSAT popup asking &#x22;How would you rate your experience?&#x22; with five face ratings" width="1440" height="900" data-path="images/popups-appearance-csat.png" />

* **NPS** (Net Promoter Score) measures loyalty by asking how likely someone is to recommend you, on a scale from 1 to 10, with an optional reason.

  <img src="https://mintcdn.com/sleekplangmbh/AXNF0bszZhH11Kev/images/popups-appearance-nps.png?fit=max&auto=format&n=AXNF0bszZhH11Kev&q=85&s=7c6234e0500f417d55134c2e12a841d4" alt="An NPS popup asking &#x22;How likely are you to recommend us?&#x22; on a 1 to 10 scale" width="1440" height="900" data-path="images/popups-appearance-nps.png" />

* **Survey** prompts users to take one of your existing surveys. This type links to a survey you have already built, so it is a little different from the others (see below).

  <img src="https://mintcdn.com/sleekplangmbh/AXNF0bszZhH11Kev/images/popups-appearance-survey.png?fit=max&auto=format&n=AXNF0bszZhH11Kev&q=85&s=87d8002326edbc6b36fd629293862b3b" alt="A Survey popup introducing a survey with a &#x22;Get started&#x22; button" width="1440" height="900" data-path="images/popups-appearance-survey.png" />

## Two special cases

Two kinds of popup are set up differently from the five types above.

### In-app announcements come from the changelog

An **in-app announcement** is also a popup, but you do not create it on the Outbound messages screen. Instead, you turn it on **per changelog entry**: when you publish an entry with **In-app announcement** enabled, it appears in the widget as a "New Updates" popup. This keeps each update tied to the entry it announces.

<img src="https://mintcdn.com/sleekplangmbh/AXNF0bszZhH11Kev/images/popups-appearance-announcement.png?fit=max&auto=format&n=AXNF0bszZhH11Kev&q=85&s=e826f113a7d409f9880b4f2a5934b366" alt="An in-app announcement shown as a New Updates popup, driven by a changelog entry" width="1440" height="900" data-path="images/popups-appearance-announcement.png" />

For the full walkthrough, see [In-app announcements](/help/changelog/in-app-announcements).

### Survey popups are usually created from the survey

A **Survey popup** points at a survey you have already built. You can create it from the Outbound messages screen and pick the survey there, but the common path is to open the survey in the **Surveys** area and attach a popup to it directly, so the survey and its prompt stay together. See [Share and target a survey](/help/surveys/share-and-target) for that flow, and [Surveys](/help/surveys) to build the survey itself.

## Create a popup

<Steps>
  <Step title="Open Outbound messages">
    Go to [**Settings → Public Portal & Widget → Outbound messages**](https://app.sleekplan.com/settings/outbound). This screen lists every popup in your workspace, filtered by type along the top.

    <img src="https://mintcdn.com/sleekplangmbh/AXNF0bszZhH11Kev/images/popups-admin-overview.png?fit=max&auto=format&n=AXNF0bszZhH11Kev&q=85&s=5312066c1767e7433f1c0959e8681cc9" alt="The Outbound messages screen with the New message button highlighted" width="1440" height="900" data-path="images/popups-admin-overview.png" />
  </Step>

  <Step title="Click New message and choose a type">
    Select **New message**, then pick one of the five types: **Feedback**, **Subscribe**, **CSAT**, **NPS**, or **Survey**. Your choice decides what the popup asks for and cannot be changed later, so create a new one if you need a different type.

    <img src="https://mintcdn.com/sleekplangmbh/AXNF0bszZhH11Kev/images/popups-admin-type-dialog.png?fit=max&auto=format&n=AXNF0bszZhH11Kev&q=85&s=fab08ed3483fd359d2d8179597dd9eef" alt="The New outbound message dialog listing the five popup types" width="1440" height="900" data-path="images/popups-admin-type-dialog.png" />
  </Step>

  <Step title="Name it and write the content">
    In **Message**, give the popup an internal **Name** (only your team sees it). Use the **Content** section to write what users see: a short **Message** for Feedback and Subscribe, a **Question** for CSAT and NPS, or the linked **Survey** for a survey popup.

    <img src="https://mintcdn.com/sleekplangmbh/AXNF0bszZhH11Kev/images/popups-admin-editor.png?fit=max&auto=format&n=AXNF0bszZhH11Kev&q=85&s=682037fdfc1411309617e504eb203712" alt="The popup editor showing the Message, Content, and Audience sections" width="1440" height="900" data-path="images/popups-admin-editor.png" />
  </Step>

  <Step title="Choose who sees it">
    In **Audience**, decide who the popup reaches:

    * **Visitors** shows it to non-authenticated website visitors.
    * **Users** shows it to authenticated (signed-in) users, which requires single sign-on.
    * **Segment** limits it to a specific [user segment](/help/account-security/segments). Segments apply to signed-in users only.
  </Step>

  <Step title="Set the timing and pages">
    In **Timing**, set an **Initial delay** before the popup first appears, and optionally turn on **Follow up** (ask again at intervals if unanswered) or **Repeat** (restart the whole flow after a delay). In **Pages**, leave the URL rules empty to show the popup everywhere, or add URLs to limit it to (or exclude it from) specific pages. Use `*` as a wildcard.

    <img src="https://mintcdn.com/sleekplangmbh/AXNF0bszZhH11Kev/images/popups-admin-editor-timing.png?fit=max&auto=format&n=AXNF0bszZhH11Kev&q=85&s=fc35e409408b1b8c77bcb0ac9b42d59e" alt="The popup editor showing the Timing and Pages sections" width="1440" height="900" data-path="images/popups-admin-editor-timing.png" />
  </Step>

  <Step title="Turn it on and save">
    Switch **Active** on to make the popup live, then select **Create message**. A paused popup stays hidden until you turn it on. You can flip **Active** at any time from the list.
  </Step>
</Steps>

## Edit a popup

Every popup on the [Outbound messages](https://app.sleekplan.com/settings/outbound) screen shows its type, name, live status, and a one-line summary of its audience, timing, and pages.

* To change a popup, select the **pencil** icon on its row. This reopens the editor with every field from create, and **Save changes** applies them.
* To turn a popup on or off without opening it, use the toggle on its row. **Live** popups are shown to matching users; **Paused** popups are hidden.

<img src="https://mintcdn.com/sleekplangmbh/AXNF0bszZhH11Kev/images/popups-admin-list.png?fit=max&auto=format&n=AXNF0bszZhH11Kev&q=85&s=18864c29e6b8ad7e225491e2de239bb9" alt="The Outbound messages list with a live Feedback popup and a paused Subscribe popup, each with a toggle, edit, and delete control" width="1440" height="900" data-path="images/popups-admin-list.png" />

## Delete a popup

Select the **trash** icon on a popup's row, then confirm in the dialog. Deleting is permanent and cannot be undone, so pause a popup instead if you only want to stop showing it for now.

<img src="https://mintcdn.com/sleekplangmbh/AXNF0bszZhH11Kev/images/popups-admin-delete.png?fit=max&auto=format&n=AXNF0bszZhH11Kev&q=85&s=98572a4517a5c9aaf142f0b0725b027b" alt="The delete confirmation dialog for a popup" width="1440" height="900" data-path="images/popups-admin-delete.png" />

## Related

<CardGroup cols={2}>
  <Card title="Share and target a survey" icon="share" href="/help/surveys/share-and-target">
    Attach a survey to a popup and choose who sees it.
  </Card>

  <Card title="In-app announcements" icon="bullhorn" href="/help/changelog/in-app-announcements">
    Turn a published changelog entry into a New Updates popup.
  </Card>

  <Card title="User segments" icon="users" href="/help/account-security/segments">
    Build the audiences that let a popup target specific users.
  </Card>

  <Card title="The changelog" icon="rectangle-list" href="/help/changelog">
    Publish updates that Subscribe popups and announcements point to.
  </Card>

  <Card title="Billing" icon="credit-card" href="/help/account-security/billing">
    See which popup types and options your plan includes.
  </Card>
</CardGroup>
