A SiteOrigin popup lets you assemble campaign content with familiar rows, columns, and widgets, then use Popup Maker for delivery. SiteOrigin’s Live Editor helps you review the layout while Popup Maker controls the surrounding frame and campaign rules.

In this tutorial, you’ll create the SiteOrigin popup, design its content, configure the campaign, and test the complete visitor experience. You can start with Popup Maker’s free plugin.

Finished Content Upgrade Popup Open Over The Desktop Test Page.
Test the finished Popup Maker campaign on a desktop screen.

What You’ll Need

  • A WordPress site where you can install and configure plugins
  • Popup Maker installed and activated
  • SiteOrigin Page Builder installed, active, and available to your WordPress role
  • A clear goal, such as collecting a lead, promoting an offer, or announcing an update

Decide Which Tool Controls What

SiteOrigin owns the widget layout inside the popup. Popup Maker owns the overlay, container, close button, size, position, triggers, targeting, cookies, and reporting available on your plan. Build the message in SiteOrigin, then make campaign decisions in Popup Maker.

Review the SiteOrigin popup integration details if you want a concise compatibility overview before starting.

Step 1: Create and Save the Popup

In the WordPress dashboard, go to Popup Maker → Create Popup. Enter a descriptive internal name that explains the campaign, such as “Homepage newsletter offer.” Select Save Draft before opening the builder so it can open this popup.

Popup Maker Campaign List With The Content Upgrade Campaign Available To Edit.
Open the conversion campaign from Popup Maker.

Leave the campaign unpublished while you build. A saved draft gives you room to finish the layout, presentation, trigger, targeting, and cookie settings before visitors can encounter it.

Step 2: Open the Popup in SiteOrigin Page Builder

Open the popup you saved in Step 1, then select its Page Builder tab. If the tab is missing, open the SiteOrigin Page Builder settings, make sure Popups is enabled, and reload the editor.

Siteorigin Editor Loaded With The Content Upgrade Popup Design.
Open the campaign content in SiteOrigin.

Step 3: Build the SiteOrigin Popup Content

Add rows and choose only the columns the popup width can support. Place SiteOrigin or WordPress widgets in those columns, then use row and widget settings for spacing and alignment. Open Live Editor to compare the widget list with the rendered layout and correct crowded content before saving.

Siteorigin Content Library Open Beside The Popup Design.
Open the SiteOrigin content library to add a native element.

A Simple Popup Content Formula

  • Headline: state the offer or outcome in one clear sentence.
  • Supporting copy: explain the value or next step without turning the popup into a full page.
  • Primary action: use one obvious button or form submission.
  • Trust detail: add only the reassurance needed to complete the action.
Build Better Popups Heading Selected In The Siteorigin Editor.
Edit the campaign heading with SiteOrigin’s native controls.
Send Me The Checklist Button Selected In The Siteorigin Editor.
Edit the campaign button with SiteOrigin’s native controls.

Responsive Design Tips

  • Prefer one column on narrow popups; two or more columns can become cramped quickly.
  • Use Live Editor for layout review, but still test the complete Popup Maker frame on a live page.
  • Keep widget titles, margins, and theme defaults consistent so the popup does not look like a sidebar.
  • Verify any form or third-party widget after the popup opens, not only while the editor is visible.
Siteorigin Mobile Editor Showing The Responsive Popup Design.
Preview and adjust the campaign in SiteOrigin’s mobile mode.

Step 4: Configure the Popup Maker Frame

Save the builder design and return to the Popup Maker editor. Choose a popup theme, then set the container size and position around the content you built. The theme controls the overlay, frame, close button, and default spacing; the builder controls the content inside that frame.

Popup Maker Display Settings Open To The Size Controls.
Choose the Popup Maker size and frame settings.

Preview the combination before adding custom styling. If the design feels crowded, simplify the content or increase the Popup Maker width. If it feels disconnected from the site, align the popup theme with the builder typography, colors, rounded corners, and spacing.

Step 5: Add a Trigger, Targeting, and Cookies

Return to Popup Maker and add a trigger. Use Click Open for a deliberate button or link, Auto Open for a timed message, or an optional advanced trigger when the campaign calls for it. Add page or visitor targeting, then create a cookie only when you need to control how often the campaign returns.

Popup Maker Click Open Trigger Settings Dialog.
Configure the campaign’s opening trigger.
Popup Maker Targeting Settings For The Campaign.
Limit the campaign to the intended pages or visitors.
Popup Maker Cookie Settings Dialog With The Close Event And Duration.
Configure how long the popup stays hidden after it closes.

Treat those as separate decisions. A trigger does not replace targeting, and a targeting rule does not open the popup by itself. Add only the cookie behavior that matches the campaign goal; otherwise you can accidentally suppress a campaign before a visitor completes the intended action.

Step 6: Test the Complete Campaign

Preview the popup from a normal site page, then test again in a private browsing window. This shows what a logged-out visitor sees and can reveal targeting or cookie settings hidden by an administrator session.

Wordpress Editor View Menu With Preview Popup Available.
Open Popup Maker’s preview flow before testing the campaign.
  • Open the popup with every configured trigger.
  • Confirm the overlay and close controls work with mouse, touch, and keyboard.
  • Submit the form or follow the primary button and verify the intended result.
  • Check desktop and narrow mobile widths without horizontal scrolling.
  • Confirm excluded pages and visitors do not receive the campaign.
  • Repeat the test after the configured cookie is created.
Finished Content Upgrade Popup Open Over The Mobile Test Page.
Test the finished Popup Maker campaign on a mobile screen.

Troubleshooting

  • Page Builder is not available: enable Popups in the SiteOrigin Page Builder settings and confirm your WordPress account can edit the popup.
  • A heading or widget appears in the wrong place: save the layout, reload Live Editor, and check which row contains that widget. Move it to the correct row and preview again.
  • Columns stay too narrow: switch the row to a single-column layout for the popup or adjust the collapse behavior and Popup Maker width.

To find the cause of a problem, save both editors and test while logged out. Temporarily simplify the popup to one text element and one button, then add other elements back one at a time.

Create Your First SiteOrigin Popup

Start with one focused campaign, build the content in your preferred editor, and let Popup Maker handle its delivery. Get Popup Maker free or review the official builder documentation for deeper help with the editor itself.