How to Create a Waitlist Pop-up on Your Site

This guide is designed to help you seamlessly integrate a waitlist pop-up or form onto your website using PatientBase. Such a feature is invaluable for gathering information about prospective clients interested in your programs or services, enabling you to manage and engage with them effectively. Following these steps, you can create, customize, and implement a waitlist system that enhances your interaction with potential clients, ensuring they're promptly booked when ready.

Step-by-Step Guide

1. Creating the Waitlist Pop-up/Form
   • Navigate to the 'Pages' section of your PatientBase account and select 'Pop-ups'.
   • Click on 'New Pop-up' to begin creating your waitlist form.
   • Choose the 'Join the Waitlist' option and customize the title to fit your needs, such as "Join the Member Program Waitlist".
   • Adjust the form fields as necessary. Add a name field by selecting 'Add Field' and choosing 'Name'. Make this field required for submission.
   • Save your changes to the pop-up form.

2. Customizing Form Settings
   • In the form settings, apply a tag to your waitlist, such as "Waitlist 2024" or any other descriptive tag relevant to your program.
   • Add the form submissions to a marketing list for future communications.
   • Configure the submission confirmation message, such as "Great, thank you, you're on the list," to display upon successful form submission.
   • Optionally, direct users to a specific page after joining the waitlist for additional engagement, like a thank-you video or more program details.
   • Save the updated settings.

3. Implementing the Waitlist on Your Site
   • Decide where to place the waitlist call-to-action on your site. Options include a menu item, a top bar above the header, or within the content as a clickable link or button.
   • For a top bar or button, link it directly to the pop-up form you've created. Customize the appearance of the button or bar to match your site's design.
   • Preview the implementation by interacting with the waitlist option you've set up to ensure it functions correctly and displays the form for user submission.

3. Setting Display Triggers for the Pop-up
   • Adjust pop-up settings to determine when it should appear to visitors, such as upon scrolling to a certain point on the page, before exiting the site, or after spending a specific amount of time on the page.
   • Choose settings that balance visibility with user experience, avoiding overly intrusive triggers that may deter site engagement.

4. Configuring Marketing Automations
   • Navigate to the 'Marketing' section and select 'Automations' to set up follow-up activities for waitlist sign-ups.
   • Create a new automation triggered by the waitlist tag you've applied. This could involve sending a confirmation email or initiating a series of engagement emails.
   • Customize the automation's actions based on your marketing strategy and the information you wish to convey to your waitlisted clients.

5. Utilizing the Form Beyond the Pop-up
   • You have the flexibility to use the created form in other areas of your site, not just within a pop-up. This could include inline placement on relevant pages.
   • Simply copy the form code and embed it where you see fit, ensuring it remains consistent with your site's design and user flow.

Conclusion

By following these steps, you've now equipped your site with a functional and engaging waitlist feature, allowing you to capture and manage potential client information effectively. This guide has walked you through creating a customized waitlist pop-up, implementing it on your site, and setting up automated marketing efforts to nurture those leads. Remember, the key to a successful waitlist system is not just in gathering information but in how you engage with those potential clients thereafter. Use this feature to enhance your relationship-building efforts and ensure your programs or services are filled with eager participants ready to engage with what you have to offer.