A Popup campaign displays a message in an overlay on top of the page to capture attention without changing existing content. Use popups for welcome offers, exit-intent promotions, announcements, and other high-visibility messages.
In-Browser Messaging is currently in Beta. Features and SDK contracts may change before general availability. Contact your Customer Success Manager for access.
Complete Setup & Prerequisites before creating a campaign. Ensure an RT Personalization and at least one section exist in Audience Studio for the target parent segment.
- In Engage Studio, navigate to In-Browser Messaging and click Create.
- Configure the targeting:
| Field | Description |
|---|---|
| Target Parent Segment | The RT 2.0 parent segment that defines eligible users. Only users who belong to this segment at evaluation time will receive the message. |
| Personalization | An existing RT 2.0 Personalization that controls delivery based on entry criteria defined in Personalization Section. Click Preview to open the Personalization in Audience Studio, or Create Personalization to set one up. |
| Personalization Section | The specific section within the Personalization that carries this campaign's content payload. If no sections exist, click Create Section to add one. |
Target Audience configuration references existing RT 2.0 Personalizations. Create your Personalization and section in Audience Studio before starting this step.
| Field | Required | Description |
|---|---|---|
| Message ID | — | Auto-generated unique identifier. Read-only. |
| Name | ✅ | Display name shown in the campaign list. Max 100 characters, must be unique within the workspace. |
| Description | — | Internal notes about the campaign. Max 1,000 characters. |
| Message Type | ✅ | Select Popup. This setting cannot be changed after the campaign is saved. |
The Popup Message Editor opens after configuring the campaign details. It provides a drag-and-drop canvas (powered by Beefree) with a split layout:
Left panel — Message Appearance Settings
Configure the visual presentation of the popup:
Select where the popup appears on the page:
| Placement | Description |
|---|---|
center | Center of the viewport (default) |
top-left | Top-left corner |
top-center | Top center |
top-right | Top-right corner |
bottom-left | Bottom-left corner |
bottom-center | Bottom center |
bottom-right | Bottom-right corner |
You can also enable Position fixed on scroll to keep the popup in place as the user scrolls.
| Setting | Description |
|---|---|
| Desktop max width | Maximum popup width on desktop screens (default: 600 px). Beefree uses this as the max-width of the content area above 620 px viewport width. |
| Mobile max width | Maximum popup width on mobile screens (default: 300 px). Applied at 620 px viewport width and below. |
| Background color | Background color of the popup frame (hex color, 6 or 8 digits). |
| Background padding | Padding between the popup content and the frame edge (default: 0 px). |
| Border radius | Corner rounding of the popup frame (default: 8 px). |
| Close button | Toggle the close button on or off. When enabled, configure the button color. The SDK renders the close button — it is not part of the drag-and-drop editor content. |
| Overlay | Toggle a background overlay behind the popup. When enabled, you can also enable Close on click outside to dismiss the popup when the user clicks the overlay. |
If the close button is disabled and overlay click-to-close is also disabled, users will have no way to dismiss the popup. The UI displays a warning in this case.
Right panel — Content editor tabs
- CONTENT — Add and arrange content blocks: text, images, buttons, dividers, and HTML blocks.
- ROWS — Select and configure layout rows (single column, multi-column, etc.).
- SETTINGS — Set global styles for fonts, background color, and link colors.
Use Preview Mode (top toolbar) to switch between desktop and mobile views before saving.
Reference CDP profile attributes in your content to personalize the message. Type {{ in any text block to open the variable picker, or enter the variable directly:
{{rt_profile.imported.first_name}}
{{rt_profile.imported.loyalty_tier}}See Personalize Message Content for the full variable reference.
Edits are held in your local session. Changes are only persisted to the server when you click Save as Draft. If you navigate away without saving, a confirmation dialog warns you that unsaved changes will be lost.
Once the content is complete and saved as a draft:
- Review the campaign summary.
- Click Launch to change the status from Draft to Live.
Engage Studio automatically updates the linked RT 2.0 Personalization section with the campaign payload. The TD Web SDK begins delivering the popup to eligible users immediately.
| Action | When to Use | Result |
|---|---|---|
| Pause | To temporarily stop delivery and make edits. | Status changes to Paused. The campaign is no longer served. Edit freely, then Resume. |
| Resume | To restart a paused campaign. | Status returns to Live. |
| Complete | To permanently end a campaign. | Status changes to Finished. The campaign definition is removed from RT 2.0 and cannot be reactivated. |
Message type and content become read-only once the campaign is Live or Finished. Pause the campaign first to edit content.
Campaigns in Draft or Finished status can be deleted. Live and Paused campaigns cannot be deleted.