With Sailthru’s Overlays, engage site visitors with targeted messaging as they browse.
- Target users based on their Sailthru lists or onsite activity
- Restrict messages to specific pages or page types
- Create content with a simple WYSIWYG, uploaded images, or custom HTML
Overlays require Site Personalization Manager (SPM). If you do not see the SPM menu at the top of My Sailthru, please contact us to inquire about adding these features. Overlays also require that the latest Sailthru JS is embedded on your site.
Each overlay can be displayed as a modal window or a top bar that the user can close or interact with, for example, by entering information and clicking a “submit” button.
You can select from two types of overlay goals, each including your own custom message and design:
- Announcement – A simple message without any interactive elements.
- User Signup – Include a form for the user to enter their email address.
Overlay List and Metrics
You can view details of all existing overlays when you open the Overlays section of My Sailthru. For each overlay, the following information is displayed:
- Name – Internal name you have set for the overlay. Click to view or edit its settings.
- Status – Active or inactive.
- Schedule – The start and end time for the display of the overlay, or “Indefinite”.
- Goal – The type of challenge to solve for with the overlay: Announcement or User Signup.
- Audiences – The targeted users: Lists, Anonymous, Known, or All users.
- Views – Number of times the overlay was displayed.
- Exits – The number of site visitors who have closed the overlay by clicking the close button or pressing escape.
- Exit Rate – The number of exits divided by views.
- Conversions – The number of users who successfully completed the overlay goal. For example, successfully submitted their email address for the User Signup goal.
- Conversion Rate – The number of conversions divided by views.
Create an Overlay
The Overlay Builder
On the Overlays page, when you click New Overlay or click the name of an existing overlay, the Overlay Builder opens.
- The Top Bar displays the editable Overlay Name and Status (Active or Inactive), its Last Saved Date/Time, and a Save button to commit your changes. The overlay will not be displayed to any visitors when set to “Inactive.”
- The Side Bar offers the tools for creating and editing your overlay, with three tabs, Basics, Content, and Targeting. Note that different options may be displayed on each tab depending on the type of overlay you have selected.
- The Preview pane shows the current appearance of your overlay.
- The Web Address bar at the top allows you to load any page beneath the overlay for a realistic preview of how the overlay will look on your site.
- From the Device drop-down, you can switch to a mobile view of the overlay and the underlying page preview.
For more information about any of the individual settings within the builder, see Overlay Settings, below.
|Width||For desktop browsing environments only. Sets the maximum width in pixels for the Overlay. If the viewport width is less than the value in this field, the modal will adapt responsively, reflow the content of the overlay, and fit to the narrower viewport size. When the viewport is 550px or less, a mobile view is initiated which always sets the Overlay width to 90% of the current viewport width.||Modals|
|Vertical Position||Select whether the modal should be located near the top, middle, or bottom of the browser window. The modal will always be centered horizontally on the page.||Modals|
|Background Color||The background color for your overlay.
|Background Screen Opacity||The percentage visibility of the page behind the overlay when the overlay is displayed.||All Overlays|
|Minimum Height||The minimum height when the content within the bar does not force a greater height.||Bars|
|Destination Lists||The lists to which the user should be added.||User Sign-Up|
|Enable Confirmed Opt-In||If enabled, the selected Confirmed Opt-In template is sent and the user is not added to the list until they click the link you have provided in the email. If disabled, the user is added to the Destination Lists immediately upon their submission of their email address, and the sailthru_hid cookie is set to identify the user for current and future browsing sessions.||User Sign-Up|
|Headline||Headline text. Use the editor options to change the font, size, color, and other attributes. HTML is supported but not required. To disable this text entirely, click the toggle to the right of the word “Headline”.||All Overlays|
|Detail||Detail text. The same options are available that exist for the Headline. HTML is supported and you may toggle this field off.||Modals|
|You can use this feature to upload an image to display in the overlay. The image can be displayed above, below, or alongside text, or as a background image.
Note: It is also possible to display an inline image that is instead hosted on your site or elsewhere by embedding it with your own custom HTML.
To upload an image, click the toggle next to the words “Background Image”. Then:
|Fields||Set email field placeholder text.||User Sign Up|
|Call to Action||
Select a button color, enter button copy text, and configure a Post-Click Action.
For the Post-Click Action, you may either enter a message to display or a URL to which the user will be redirected. If you enter a message, after the user submits their email address, the message is displayed for 5 seconds before the overlay is automatically closed.
For the Post-Click Redirect, the user’s submitted email address will be automatically appended to the URL as a query parameter named em. For example, if you enter example.com/?utm_source=spm#welcome and your user enters email@example.com, the user will be redirected to example.com/?utm_source=spm&em=user%40example.com#welcome
|User Sign Up|
You can select to display the overlay “Sitewide” or only on “Specific Page(s)”.
When you select “Specific Page(s)”, additional options are displayed for selecting those pages.
Click “Add URL” to add at least one URL or URL pattern. A field for the URL/pattern is displayed, and it will be treated based on your chosen type of matching below: Simple, Exact, or Contains. (See URL Targeting Details.) If you add multiple URLs/patterns, they are treated with ‘OR’ logic–the URL must match only one of your entries in order for the overlay to be displayed.
|Who||Display the user to:
|Display the overlay when the user moves their mouse to within 20 pixels of the top of the browser’s viewport, indicating that they might close the window or enter a different address.||Desktop Only|
|Display the overlay to a given user only after your chosen number of:
A user’s session is considered to have ended 30 minutes after the user’s last pageview.
|Limit the number of times that the Overlay may be displayed for the user:
URL Targeting Details
URL Targeting allows you to specify which of your site’s URLs will display the overlay. Four types of URL targeting are available:
|Simple||Enter a URL and Sailthru will disregard any query string and protocol, matching only those URLs that contain the same domain and path or file extension.||
Does Not Match:
Does Not Match:
|Exact||Matches the entered URL exactly. Trailing slashes will be ignored.||
Does Not Match:
|Contains||Matches only URLs that contain or exactly match the entered text||
Does Not Match:
Does Not Match:
Test Your Overlay On-Site
You can use a special query parameter in your site’s URLs to view any overlay for testing purposes, regardless of its status (active or inactive) and targeting rules.
Stats are not counted for this feature, so your view and conversion metrics will not be affected.
Simply append the following to your URL:
To obtain the overlayID, open the overlay’s configuration page within My Sailthru. The ID is the portion of the URL after the last slash. For example: