Creating a Floating Button

      Creating a Floating Button

        Article Summary


        SMS & Email
        Supported plans

        Free, Starter, Pro, Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus

        A Floating button is a subscription form that is displayed at the bottom of your website and expands upon click.

        Having a floating button is a great way for store owners to turn one-time visitors into text marketing subscribers and eventually - customers. Why? Floating buttons more or less serve the purpose of call-to-action buttons. But opposed to regular CTAs, they are persistently visible on your website even when the rest of the page is scrolled up or down. A floating button is bound to attract the attention of your website visitors, without being too intrusive or disrupting their course of action. 

        Follow these steps to learn how to create and customize a highly converting floating button. 

        Getting started

        To create a floating button:

        1.  In your Yotpo SMS & Email main menu, go to Audience > Subscriber Collection Tools.
        2. Click the Floating Button card. You will now be able to see the main dashboard with 2 menus.

        Dashboard menus

        The menu on your left side is your main editor. This is where you will determine the design of your floating button.

        The menu on the top of the page allows you to change the name of your new button and decide on its status: whether you want to publish it, or keep it as a draft. 

        If you click the Exit button in the top right corner, you will leave the editor and will go back to the main Subscriber Collection Tools Dashboard.

        Customize design

        We will now walk you through the design menu. It is located in the top left corner of the dashboard and is full of exciting features to design the perfect floating button!

        The design menu will help you customize the layout of the button, the fields it contains and regulation requirements. You can review how your button will look like on a desktop device, on a tablet or on a mobile phone at all times, by switching between the 3 options in the top left corner.

        Our floating buttons come in 2 steps. It means you get to customize the whole customer experience - the button on your website and the thank you message for your new subscribers. That is why in the bottom left corner you can see a big blue Next form button, showing you the total number of steps you need to follow in order to complete the customization of your form. 

        You can also switch between steps from the buttons at the top of the page: Form 1 and Success.

        Right next to them are another 3 useful buttons:

        Undo - reverses your last action.
        Redo - brings back your last action.
        Disable element - allows you to quickly disable a certain design element from the floating button. You only need to click on the particular element and then select Disable.


        This is the place where you get to choose the overall design and feel of your floating button. 

        Trigger button

        First step - Trigger Button. This is how your button will look like on your website, before someone clicks on it.

        Trigger buttonThis menu allows you to choose background and text colors, fill in the text of the button and determine its position on website - left, center or right. From the Side Offset and Bottom Offset options you can additionally move the button left and right or up and down. 

        The Button Style dropdown menu allows you to choose from a total of 4 design styles: Default, Modern, Rounded and Ghost.

        Then you can choose whether you would like to have an icon or not and if yes - select one from a gallery of templates.

        The final option allows you to choose if you want your website visitors to be able to hide the button, or not. If you want it to be visible at all times, leave the Close Button option disabled.


        This is where you can continue customizing your form and its main elements: background color, shape, blocks and the CTA button.

        Form menu

        You have the option to change the background color of your form from a built-in color palette. . 

        The Rounded Corners section allows you to determine how round you want the corners of your form to be. If you change the number to 0, it will be in а rectangular shape.  

        You can play around with the Form Type and the Button Style and choose which design suits you best - whether the main parts will be in blocks or inline. If you decide to leave the Form Type Inline, you can select if you want the Subscribe button below to be in the left, middle or right part of the form.


        This is where you fill in and customize the texts of your subscription form. 

        The header text is the top text box. In this example: “Be a VIP. Join our text marketing newsletter.”

        The description text is just below your Header text. In this example: “Be in the know. Get the latest tips and tricks for the fashion industry first.”

        You can switch between the two texts from the drop down menu above. If you want to remove either of them, you can do it by disabling the field - available in the top section of the menu.

        Our detailed text menu allows for full text customization:

        Align Text - left, right or centered.

        Text Options - bold, italic or underlined.

        Choose Font - we have a large variety of available fonts.

        Font Size - choose the size of the letters.

        Line Height - choose the height of the text boxes.

        Text Color - choose from a palette of colors.

        Add Custom Font - you can import a font of your choice. Just remember that not all fonts are free to use. You need to check the font’s license to make sure commercial use is permitted.  

        And now that we are done customizing the layout, it is time to move on to the Fields section.


        This is where you get to customize the Fill-in blocks of your subscription form: Country Field, Phone Field, Email Field, Button Field.

        It is up to you to choose which of these fields you want to be enabled, which should be disabled and which will be mandatory for your subscribers to fill out.

        Yotpo SMS & Email users have the option to collect emails as an addition to phone numbers. However, the email-only subscription option is only available for those of you, who have enabled the SMS & Email - Klaviyo integration. If you choose to disable the integration, the phone number collection will become once again mandatory.

        You can customize the color of each field, the color of the texts and the size of fonts. You can also enable borders and choose their size, style or color.

        After you customize each of the fields (Country, Phone, Email, Button), we can now move on to the next section: Regulations.


        This is where you get to customize the final parts of your subscription form - all related to the TCPA & CTIA compliance regulations.


        This menu gives you the option to add a checkbox to your form with links to your Privacy Policy and Terms of Service. If visitors check the box, they agree to these policies and terms. 

        This part is optional - you can have it enabled or disabled. You can also choose to make it mandatory. From the palette below you are able to choose the color for the checkbox text.

        Close button

        It is mandatory to have this option as part of your form in order to be compliant, so in this menu you can only choose the color of the close button.


        This is where you get to customize the obligatory compliance text in your form - to make sure your customers give their explicit consent to receive text marketing messages from you. The copy of the text is pre-set - to make sure it meets all legal requirements. 

        You can choose font, font size, line height and text color. This is where you also add the links, leading to your Privacy Policy and Terms of Service pages.

        And last, but not least…

        Additional fields

        This is where we added 2 more options for you:

        1. Mobile-quick subscribe: allow customers using mobile phones to subscribe with a single tap. This option is available for the US, Canada, the UK, Australia, France and Spain only.
        2. Ask for an email after the quick subscribe. If you enable the mobile quick subscribe, you can later on suggest your subscribers to join your mailing list as well.

        Additional fields

        If there is still something you would like to change when it comes to the design of your floating button, you can add a custom CSS by clicking on the Form button at the top of the page and then choose Add Custom CSS.

        A popup will appear. Paste the CSS code (as shown below) and then click Save.

        Success message

        Now that you have finished customizing the design of your Form 1, it is time to move on to the second step - the Success Message. You can open it either by clicking on the success button on the top, or by clicking the Next form 1/2 blue button in the bottom left corner. 

        Success message

        The Success Message is what visitors will see right after they have subscribed to your text marketing club. Use it to thank them for becoming a part of the family and tell them what they should expect from you in the future.

        Success Message

        This time the customization options are significantly less compared to the previous form: you can change the background color, edit the copy of the Header or the Description texts and choose the color of the Close Message button. 

        For your ease, we’ve already matched all those with your main message, but you are free to change them however you like.


        Once you are done customizing the design and the behavior of your button, it is time to publish it on your website. In order for this to happen, simply click on the Publish button in the top right corner.

        You will then see the following message:

        This option allows you to decide whether you want to have a Flow associated with this specific floating button. 

        Your final task is to set up the SMS your new subscribers will receive after giving their consent to receive text messages from you.

        By clicking the Edit SMS option you will be taken to the Flows menu (depending on your previous choice) where you can start drafting your text message. This is also the time to set up a special discount, if you have promised one in the floating button.

        Track performance

        Within the Collect Subscribers menu you can also track the progress of your forms with metrics such as Impressions, Click-Through Rate, ROI, and more. 

        From the menu on the right you can edit the form, check out more detailed analytics regarding its performance, and edit the SMS you new subscribers will receive once they opt in for your text marketing services.

        Was this article helpful?