Building a Flexible Pop-Up Template in Optimizely for RHS Campaigns

Popup Optimizely Template settings

Project Title

RHS Newsletter Sign-Up Pop-Up: Optimizely Extension Development

The Challenge

The Royal Horticultural Society (RHS) needed a reusable, easy-to-manage pop-up solution to support newsletter sign-ups and future marketing campaigns. The goal was to empower digital producers to deploy and configure pop-ups independently, without relying on developers for each iteration. The solution needed to be responsive, brand-aligned, and flexible enough to support different campaign types.

My Role

As the Product Owner, I was responsible for:

  • Defining the platform and feature vision, setting priorities, and writing detailed user stories and specifications.
  • Collaborating with developers and designers to shape the MVP and final solution.
  • Coordinating stakeholder input and aligning the solution with marketing goals.
  • Testing the pop-up functionality and validating user experience across devices.
  • Configuring and reviewing the final implementation to ensure it met business needs.

Tools & Setup

  • Optimizely Templates – For building and managing the pop-up.
  • JavaScript – Core development of the pop-up logic and UI.
  • Campaign Monitor – Embedded sign-up form with hidden source tracking.
  • Figma – Used for mock-ups and design references.
  • Cross-browser Testing Tools – Ensured responsiveness and compatibility.

What We Tested

We began with an MVP to test:

  • Pop-up display logic and integration with Optimizely.
  • Embedding and functionality of the Campaign Monitor form.
  • User interaction patterns across devices.

Once validated, we enhanced the extension with advanced configuration options:

  • Auto Activation: Automatically trigger the pop-up based on scroll depth or time delay.
  • Scroll Trigger: Display the pop-up after a user scrolls a defined percentage of the page.
  • Timed Trigger: Delay the pop-up by a set number of seconds to avoid interrupting early engagement.
  • Frequency Control: Options to show the pop-up once per session, only on first visit, or after a set number of days.
  • Close Behavior: Define whether the pop-up reappears after closing, and after how many days.

These enhancements gave digital producers full control over how and when the pop-up appears, improving both flexibility and user experience.

What I Found

  • Modular Codebase: A single codebase could support both sign-up and marketing use cases with minor configuration changes.
  • Improved UX: Delayed and scroll-based triggers reduced bounce rates and improved engagement.
  • Empowered Teams: Non-technical users could manage and configure the pop-up independently.

What I Learned

  • What worked well: Starting with an MVP allowed us to validate quickly and iterate based on real feedback.
  • What I’d do differently: Define pop-up behavior rules (e.g., frequency, triggers) earlier in the process to align expectations.
  • Surprises: The flexibility of Optimizely Templates exceeded expectations, enabling scalable reuse across campaigns.

📸 Visuals

  • RHS Sign-Up Form Pop-Up Mock-up (Mobile)
    Early design concept showing layout and user flow on mobile devices.
  • RHS Sign-Up Form Pop-Up – Final Implementation (Desktop and Mobile)
    Screenshots of the live pop-up in action across different screen sizes.
Popup displaying on RHS  website on a mobile screen
Popup being displayed on RHS website laptop screen size
  • Goodwood Example Pop-Ups (Inspiration)
    Reference designs that influenced layout, interaction, and styling decisions.
2 mobile screens for goodwood website
two desktop screens of Goodwood website
  • Configuration Panel Screenshots
    Showcasing the Optimizely extension settings, including scroll trigger, timed delay, and frequency controls.
Popup Extension settings fields

Feedback welcome.

If you’ve tackled similar challenges with Optimizely, pop-up UX, or empowering non-technical teams through configurable tools, I’d love to hear your thoughts. Whether it’s ideas for improving engagement strategies or lessons learned from building reusable templates, feel free to connect — I’m always keen to exchange insights and explore better ways to deliver value through product-led solutions.

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