Yes, you can share access to your Poptin account with other users in order to collaborate on creating and managing pop-ups and modals on your website. There are two main ways to do this:
If you have a paid plan, you can grant access to your account to another Poptin user. This can be done by providing the other user with your login information or by using the "Invite Team Member" feature in the Poptin interface to grant access to a specific user. This feature is available for all paid plans, including the free account.
If you have an Agency plan, you can create additional users and assign them to specific sub-accounts. This can be useful if you want to give different team members different levels of access or permissions. For example, you might want to give one team member access to all the sub-accounts so they can manage them all, while another team member only has access to a specific sub-account. With the Agency plan, you can create these different roles and permissions, allowing you to collaborate more effectively and efficiently.
In summary, sharing access to your Poptin account can be done by either providing login information to another user or by creating additional users and assigning them to specific sub-accounts if you have the Agency plan.
This allows you to collaborate with other team members on creating and managing pop-ups and modals on your website, improving your ability to engage with your website's visitors.
The steps you've provided are a good general overview of how to collect leads from poptins, which are forms that are used to collect information from website visitors.
Email: You can set up email notifications for when a new lead is generated from a poptin. This can be done on the "Design" page of the poptin, in the "Email and Integrations" section, where you can enter up to 5 email addresses to receive notifications.
Marketing Automation, Emailing Systems, and CRM Integration: Many popular marketing automations, emailing systems, and CRM platforms (such as Mailchimp, ActiveCampaign, Hubspot, and Salesforce) can be integrated with poptins, allowing you to send leads to your chosen platform automatically.
"Leads" Tab: Leads can be found on the "Leads" tab. You can access this tab by logging into your poptin account and navigating to the appropriate location in the dashboard.
Shopify: If you have a Shopify store and have integrated it with your poptin, the leads will be sent directly to your "Customers" tab in your Shopify admin panel.
It's important to keep in mind that you'll need to configure the integration properly with your poptin first in order to use it.
Do also check the legal requirement for your area for lead collection and handling, ensure that you get consent from visitors, and inform them of how their information will be used; this is known as GDPR, CCPA, or similar regulations.