How to Create a Custom Marketo Popup (The Easy Way)

Are you looking for a quick and easy way to create a custom Marketo popup that converts?

Popups can turn your company’s website into a lead generation machine. But creating a beautiful popup that appears exactly where and when you want isn’t always easy. Customizations might require custom code or expensive software.

The good news is that it doesn’t need to be that way.

By the end of this post, you’ll know exactly how to easily create a custom Marketo popup that will help your business grow.

Why Create a Custom Marketo Popup

Marketo is marketing automation software for high-growth businesses and large enterprises.

It comes with everything you need to create personalized and automated email campaigns.

But do you have a plan to consistently collect emails?

By creating a Marketo popup, you’ll be able to add subscribers to your list automatically. A Marketo popup is a lead capture form that sits on top of your website content. And its goal is to collect information, like email addresses.

Now, if you’re researching Marketo popups, you’re serious about B2B lead generation.

You’ll know B2B typically has longer, more complex sales cycles than B2C.

But no matter if you’re marketing to individuals or other companies, you need to nurture relationships.

And popups are incredibly useful for starting those relationships.

The right kind of popup campaign turns your casual web visitors into happy customers.

With a custom Marketo popup, you can:

  • Boost webinar attendance
  • Increase free trials
  • Drive up demo requests
  • …and more.

But how do you create a custom Marketo popup that your site visitors will actually click?

These days, it’s not easy to get people to take action on your site.

Some of your visitors may even have popup blindness, where they’ve conditioned themselves to ignore the popup.

OptinMonster changes all of that because it’s the best lead generation software. It enables you to easily and quickly create eye-catching Marketo popups with a drag and drop builder.

OptinMonster homepage

With OptinMonster, you can choose from multiple campaign types, like lightbox popup, fullscreen welcome mat, floating bar, and more.

We help you get eye-catching popups in front of your ideal buyer at just the right time.

Our customers use these features to:

  • Grow their email list
  • Boost site traffic
  • Increase sales

One million sites use OptinMonster to turn their website visitors into subscribers and leads.

Among them are some of the biggest brands in the world.

OptinMonster customers

These are customers like Hubstaff, who increased trial signups by 21%.

And the best part is that it’s so easy.

Without OptinMonster, you might need CSS and jQuery knowledge to create a custom popup.

You can easily create and customize Marketo popups without writing a line of code in our campaign builder.

Today, we’ll create this targeted popup in under 20 minutes:

marketo popup

Let’s walk through the steps to build your custom Marketo popup.

How to Create a Custom Marketo Popup

Before we begin, you’ll need to log into your OptinMonster account.

Don’t have an account yet? You can sign up below. It’s risk-free with our 14-day money-back guarantee.

Get Started With a Marketo Popup Today!

Let’s begin.

Step 1: Create an OptinMonster Campaign

Once you’ve logged in, you’ll need to click Create New Campaign from your OptinMonster dashboard.

Create new OptinMonster campaign button

Next, you can choose your campaign type.

Today, we’ll go with Popup.

Choose OptinMonster Campaign Type

Now, you’ll need to pick your template.

You can filter by campaign goal to narrow your options:

  • Grow email list
  • Target abandoning visitors
  • Redirect traffic
  • Time sensitive offer

You can also search for mobile-optimized templates. But all of OptinMonster’s templates are responsive and work great across computer, tablet, and smartphone.

For this tutorial, we’ll go with Entice.

Entice template

Now, you’ll name your campaign.

Click Start Building to enter the OptinMonster editor.

Name OptinMonster campaign

You’ll now be ready to customize your popup.

Step 2: Design Custom Marketo Popup

OptinMonster’s drag and drop builder lets you change the colors, fonts, and anything else about your popup.

You don’t need coding or design skills to customize your template.

Simply click on any part of your popup to change it. This will bring up the editing tools on the left.

So, to edit the image, click on it. And you’ll see the editing panel on the left. You can now upload your image.

Entice popup template image edit

Similarly, you can edit the text by clicking on the text block.

Now, you can adjust the copy and style.

Entice inline text editor

You can also add new blocks to your popup.

Click Add Blocks at the top of the editor.

Add blocks

From here, you can add:

  • Video
  • Image
  • Text
  • Icons

And more.

All you need to do is drag and drop the block into place on your popup.

Add block to Marketo template

You’ll also be able to control what happens once someone completes your optin.

Click on the submit button. From the editing panel on the left, you can customize everything about the button, like the color and text.

If you select Action, you’ll be able to determine what happens when your subscriber submits your form.

Marketo popup button edit

You can choose to:

  • Redirect to a different URL
  • Close the campaign
  • Reload the page

Success view actions

You can trigger OptinMonster’s Success view after they’ve subscribed. This is a screen shown to visitor once they’ve opted into your list.

Learn more in this article: How to Leverage OptinMonster Success Themes

Now, it’s time to display your Marketo popup.

Step 3: Display Custom Marketo Popup

OptinMonster lets you create targeted campaigns in just a few clicks.

Our targeting and trigger rules make sure you’re showing the right offer to the right person at the right time.

Examples of targeting:

  • Show targeted messages based on where the visitor is coming from, like from social media or a referring guest blog post
  • Tailor campaigns based on the page the visitor is viewing
  • Create special popup campaigns for new or returning visitors

You can also use targeting based on geographical location, cookie retargeting, and more.

Examples of triggers:

  • Display campaigns to visitors as they’re about to leave your site
  • Show campaigns after the visitor has scrolled a percentage of the page
  • Display campaigns after the visitor has spent a certain amount of time on the page

Let’s look at two powerful display rules below.

Exit Intent ®

Did you know 70% of your abandoning site visitors will never come back?

An exit popup gives you a final opportunity to get their attention with a highly targeted message right before they leave.

Businesses use OptinMonster’s exit popups to increase conversions between 2 – 4 %.

Rocketbots used exit popups to boost their conversions by up to 33% on some pages. In total, Rocketbots increased the size of their list 680%.

Head over to Display Rules.

OptinMonster display rules

Select Exit Intent®.

OptinMonster Exit Intent Display Rule

Next, you’ll select on which device you’ll display your popup.

Exit Intent Choose All Devices

You can fine-tune your targeting by showing your popup only on certain pages with Page Targeting.

Exit Intent Popup Exact Match URL

Learn more about exit intent in this article: 40 Exit Popup Hacks That Will Grow Your Subscribers and Revenue

Monsterlinks™

Do you want to create a Marketo popup on click?

In OptinMonster, it’s as simple as copying and pasting one line onto your site.

Monsterlinks turns any image or link into a 2-step optin.

Under the Display Rules tab, pick Monsterlinks™(On Click).

OptinMonster Monsterlinks Display Rule_

Next, copy the code.

Copy Monsterlinks Button

Add it to any image or link on your site to create a 2-step optin campaign.

Step 4: Integrate OptinMonster and Marketo

Integrating Marketo with OptinMonster is simple.

First, head over to Integrations at the top of your editor.

Integrations ribbon

Next, click Add New Integration.

Add New OptinMonster Integration_

You’ll need to log into your Marketo account and create a custom service.

Follow these instructions to create a custom service.

Save your Client ID and Client Secret to authenticate OptinMonster with Marketo.

If you’ve already created a custom service, you can find the details in the Admin tab.

Marketo integration admin

Next, click LaunchPoint from the Integration section of the Admin page.

marketo integration launchpoint

Now, you’ll see your custom services listed.

Find the custom service you created for OptinMonster and click View Details.

marketo integration optinmonster details

A popup will appear with your Client ID and Client Secret.

Save these codes. You’ll need to add them to your OptinMonster account.

marketo integration api details

Next,  you’ll find your subdomain.

From your Marketo dashboard, navigate to the Admin page. Select Web Services from the left menu.

At the bottom of the page, you’ll see the REST API section.

Copy the subdomain of the endpoint as highlighted in the screenshot.

Don’t include the start of the domain, https://. You don’t need to include the ending .mktorest either. Adding the start and end of the domain will prevent OptinMonster from connecting to your account.

marketo integration subdomain

Head back to OptinMonster.

Add the Client ID, Client Secret, and subdomain into the corresponding fields. You’ll also need to create a unique label to make it easy to organize your integrations.

Finally, select the Connect with Marketo button.

Marketo account details_

All that’s left is to publish your campaign. Now, your new subscribers will be sent directly to your Marketo account.

Get Started With a Marketo Popup Today!

If you enjoyed learning about how to create a Marketo popup that grows your business, you might like these articles:

Want to learn more about how OptinMonster can help your business grow? Check out this article: How Does OptinMonster Work (8 Benefits + 12 Case Studies)

Ready to turn your website traffic into subscribers and customers? Get OptinMonster today.

Bronwynne Powell is a writer for the web. Her background is in journalism, PR, and tech startups.  When she's not writing, she's running after her two young children or listening to supernatural podcasts.

Disclosure: Our content is reader-supported. This means if you click on some of our links, then we may earn a commission. We only recommend products that we believe will add value to our readers.

Add a Comment

We're glad you have chosen to leave a comment. Please keep in mind that all comments are moderated according to our privacy policy, and all links are nofollow. Do NOT use keywords in the name field. Let's have a personal and meaningful conversation.