Reference
Opt-in tools
Storefront capture: four tool types, one editor, and one install step in your Shopify theme. Display rules decide whether anyone ever sees them.
Short answer
Create a popup, spin wheel, mystery discount or WhatsApp widget, and set its design, consent wording and display rules. Publish it, then enable the TopEdge opt-in app embed on your live Shopify theme. Each tool has its own report of impressions and submissions.
Tool types#
| Type | What it is | Best for |
|---|---|---|
| Popup | Email or phone capture in a standard, side-image or full-background layout. | The default. |
| Spin wheel | A gamified wheel that reveals a discount after consent. | Consumer brands; highest capture rate. |
| Mystery discount | Scratch or tap to reveal an offer. | A lighter alternative to the wheel. |
| WhatsApp widget | A launcher that opens a chat with your business number. | High-intent capture with no interruption. |
The editor#
| Setting | Notes |
|---|---|
| Design | Brand colours, headline, body copy, and which fields you collect. |
| Consent copy | Must state the customer agrees to receive WhatsApp marketing from your store. This is the record you rely on later. |
| Discount code | Optional. For the wheel and mystery types, this is the reveal. |
| Trigger delay | Seconds before it appears. Five seconds is a reasonable default. |
| Page rules | All pages, or URL contains. Strict rules are the usual reason a tool "never shows". |
| Device rules | Mobile, desktop or both. Most Indian D2C traffic is mobile. |
| Preview | Live preview beside the editor, switchable between mobile and desktop. |
Publishing and install#
Publish the tool
Status must read Published. A draft never renders on the storefront.
Enable the app embed
Shopify admin → Online Store → Themes → Customize on the live theme → App embeds → enable TopEdge Opt-In → Save.
No theme file is edited, and nothing is left behind when you disable it.
Test in incognito with blockers off
Hard-refresh after publishing. Ad blockers hide popups, which looks identical to a broken install.
Per-tool reports#
Each tool reports impressions and submissions. Compare a wheel against a plain popup on the same traffic instead of guessing.
Captured contacts land in Audience, with the tool recorded as their source.
Frequently asked questions
- Does the opt-in popup require editing my Shopify theme?
- No. It installs through a Shopify app embed that you enable in the theme editor, so no theme file is modified and nothing is left behind if you disable it later. The embed has to be enabled on your live theme, not a preview.
- Which opt-in tool converts best?
- Spin wheels usually capture the most contacts on consumer brands, but the WhatsApp widget captures the highest-intent ones because the customer starts the conversation. Each tool has its own report, so compare them on your own traffic rather than trusting averages.