Add a custom popup in CustomerHub to increase your sales

Jaime Lernercoding Leave a Comment

There are a few things I like about CustomerHub. OK, VERY few things I like about CustomerHub, but it’s still widely used. Probably because of the way it integrates natively with Infusionsoft (Infusionsoft purchased CustomerHub a few years back), but also for people who stream a lot of video, it can be more cost-effective than streaming elsewhere.

I have a few clients who use CustomerHub so I’ve had a chance to play in there quite a bit. Usually I’m just building pages and setting up “partials” (included pages), but then I was asked if I could create a popup that would appear upon login. The popup needed to launch automatically and be tailored to show up only if someone had a specific tag (or, didn’t have a tag).

The purpose of the popup was to promote an event or product and push the member to a sales page. If they hadn’t been tagged as having purchased the product, they were shown the popup every time they logged in. Once implemented, the response rate goes WAY up – between 30-40% more. Wow. So this was definitely worth doing, and continuing to do.

The tricky part was getting it to work. CustomerHub has a nasty habit of stripping out javascript when you try to insert it on the page. It also strips out adding in external stylesheets. So if you want to add your own popup code, it becomes a game of trying to keep the code on the page.

There are some workarounds (such as hosting the javascript elsewhere and including it) or trying to add it into the theme files, but these didn’t really work natively. I’ll spare you the tech-talk of how I finally got it to work, but I finally did. An example is shown below.

Screen Shot 2015-03-26 at 2.12.07 PM

I’m using Fancybox to do the modal, and passing the member’s first name to the popup to personalize it. Once again, the modal only displays if someone hasn’t purchased the product (well, in this case we just showed it to everyone because of the number of products, but normally it was a single product/event being promoted). This was done using a partial that was included on the home page. Basically, if they had the qualifying tag (i.e. they had already purchased the product), the partial “shown” was a blank page. If they did NOT have the tag, the partial they got included the javascript that created the modal popup.

Sweet!

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