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How to Create Geographic Entry or Exit Modals

In a previous FAQ we look at how to create and manage "Entry and Exit Intent Modals" for Your Entire Website or a Single Page. The system defined modals that will shown on your website after a defined number of seconds, or when the user indicates intent to leave the page. In this FAQ we'll look at how to return the Entry or Exit modal based on the resolved State of the user. This style of Modal is called a 'Geographic Modal', although you'll also hear us call is a 'Geo Modal'.

The Westpac Modal we Just Showed You: We would have showed you a Westpac modal as you were reading the paragraph above (on just this page). This was a Geographic modal (resolved and then shown on the basis of state... although we're showing the same modal to all of you). We'll show you how this was created in a moment.

Related FAQ: An article titled "How to Create and Return FHB Conditional Content Resolved by State" shows how to create a content block on your website resolved by the state of your user. Note that every page is evaluated for State placeholders by default.

The assumption is that you have read the Entry and Exit FAQ, so this article will primarily look at the differences.

  Creating a Geographic Modal Profile

Selecting the 'Geo' menu link in the Modals module returns the panel required to define a Geographic Profile. We'll move through each Australian State and Territory and assign a single standard modal to each location - the selected modal will be the modal shown in each state.

Geographic Modal Panel

  Pictured: Selecting the 'Geo' menu link in the Modals module returns the panel required to define a Geographic Profile. We'll move through each Australian State and Territory and assign a single standard modal to each location - the selected modal will be the modal shown in each state.

It is important to select a 'Default Modal' (shown when the State cannot be resolved, and in cases for International visitors), and the 'Interest Type'. The interest is essentially the modal objective, and it feeds our AI with information on the borrowing objective of the user.

We've created a Geographic group called 'Example Geo Group ', and we've selected a single Westpac modal for all cases.

  Applying the Geographic Modal Sitewide

Geographic modals may be shown sitewide, meaning that they're shown to all users on all pages (unless they're overwritten by a page-level modal). This behaviour is discourage because we're ignoring the primary relevance-based funnel objective. Is a modal appropriate for all users on every page? There are only a few conditions where this action might be appropriate. Sadly, the every-page modal is something the system effectively encourages via the 'Send' panel by design. However, if we were to apply a geographic modal on every page, we would apply it via the 'Send' panel as follows (not the geographic modals occupying a defined area within the select menu).

Send Geographic Modal Profile

  Pictured: To send an entry and/or exit geographic modal profile rather than a standard Conditional modal, you should select the applicable Geographic Modal profile when sending the data to your website. Once sent, the geographic modal is shown to a user based on their resolved State.

To send an entry and/or exit geographic modal profile rather than a standard Conditional modal, you should select the applicable Geographic Modal profile when sending the data to your website. Once sent, the geographic modal is shown to a user based on their resolved State.

  Applying the Geographic Modal on a Single Page

First, you will remember that we defined a generic example Westpac modal earlier as part of our 'Example Geo Group'. That Westpac modal should have presented itself around 15 seconds after page entry. Let's look at how this modal was defined.

Via the 'Page' menu, we've first selected our website and the page where we would like to modal to be returned, and then we have defined the 'Example Geo Group' as our Entry modal. We have not defined an Exit modal. We've set the 'Show Again' time to an hour, meaning that the same modal won't show again to that user for an hour. Once defined, click 'Save'.

Geographic Page Modal

  Pictured: Via the 'Page' menu, we've first selected our website and the page where we would like to modal to be returned, and then defined the 'Example Geo Group' as our Entry modal. We have not defined an Exit modal. We've set the 'Show Again' time to an hour, meaning that the same modal won't show again to that user for an hour. Once defined, click 'Save'.

The modal won't show on your website yet since we haven't updated our website rule package. When you're ready to update your website you should select the 'Send' panel. The first thing you'll no0tice is that the Entry and Exit options are empty - this is because we don't want global every-page entry and exit modals. If we wanted a modal of some type on every page (as described earlier), we should select e geographic or standard conditional group in the select menu.

Send Modals to Website

  Pictured: The modal won't show on your website yet since we haven't updated our website rule package. When you're ready to update your website you should select the 'Send' panel. The first thing you'll no0tice is that the Entry and Exit options are empty - this is because we don't want global every-page entry and exit modals. If we wanted a modal of some type on every page (as described earlier), we should select e geographic or standard conditional group in the select menu. Updating without the global entry and exit modal defined will update all active page records only.

Updating without the global entry and exit modal defined will update all active page records only (page-level modals are listed in the 'Review' panel).

  Application of Geographic Modals

A suitable location for Geographic modals is obviously First Home Buyer pages, although a group of geographic modals may also be defined for Investors or those looking to Refinance if there are differences in State incentives. Remember, the modal is part of a continued conversation, and this understanding of modal usage is important when it comes to Exit Modals on FHB pages - what can we say to a website user before they walk away from our conversation?

Exit Modals are particularly effective on First Home Buyer Landing Pages. While the FHB market represents a small percentage of the market, they are a particularly easy group to convert in the funnel if the funnel applies the necessary pressure.

If geography isn't important, we recommend the use or standard page-level entry and exit modals. The conditional nature of these modals allows us to serve FHB modals to those that resolve as First Home Buyers, medical modals to those that are determined to be part of the Medico industry, and so on - they're extremely powerful.

Website Package: If you're a Managed Client, or you enlisted us to build your funnels, we will have certainly introduced modals to internal FHB pages and FHB landing pages.

Discussion videos should be referenced for a bigger-picture understanding of how, where, and why various modal types are used.

  Linking to Geographic Modals Directly

Modals are often better served as a link rather than something we essentially force upon the user. You will invariably create various groups of geographic modals for various purposes, and all these modals may be served via a direct link. The modal returned is the modal assigned to the specific location (so, those in NSW will be served the NSW Modal, those in QLD will be served the Queensland modal, and so on). The link shortcode is as follows: [link geo="4e52261ad3ab4e2d47689a302edddc61"]Example Geo Modal Link[/link]. The result: Example Geo Modal Link .

The geographic modal direct link is sourced from the Review panel. Find the Geographic Modals table, select the green icon to return modal information, and copy the link. The link should also be available in the BM WP Shortcode Editor on your websites (on later website frameworks).

Geo Modal Direct Link

  Pictured: The geographic modal direct link is sourced from the Review panel. Find the Geographic Modals table, select the green icon to return modal information, and copy the link. The link should also be available in the BM WP Shortcode Editor on your websites (on later website frameworks).

This same linking method applies to most modal types.

  Reviewing and Editing Modals

Modals may be reviewed via the 'Review' panel. From this panel you may enable and disable modals (via the small toggle switch, remembering that sub-modals switches are often returned by opening up the modal via the green accordion button), and a link next to each modal and modal group of all types permits the editing of that asset. Note that after any changes are made you should send the Modal Rules back to your website via the 'Send' panel.

■ ■ ■

  Related Modal FAQs

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In this FAQ we'll provide the basic shortcode necessary to return a video modal to your page. There are two methods for returning a video modal: a Yabber modal, and a full screen modal, with the former preferred because it is fully tracked and integrated with the Conditional Framework.

Modal Module Overview

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In a previous FAQ we look at how to create and manage "Entry and Exit Intent Modals" for Your Entire Website or a Single Page. The system defined modals that will shown on your website after a defined number of seconds, or when the user indicates intent to leave the page. In this FAQ… [ Learn More ]

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  What is a Modal?

A modal is just a popup. Click on  

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  Conditional Content FAQs

The Conditional content module is significant. The FAQs listed below may exclude some of the basic conditional features, such as some of the Front Page conditional blocks.

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This FAQ will details how to use the standard Entry and Exit modals on your website. The Modal module is quite large and includes a number of options designed specifically for the finance industry, so what we're dealing with here is how to create and maintain the 'standard' entry and exit modal as it applies… [ Learn More ]

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  Related FAQs

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