How to get started with Kadence Conversions - Lets make some popups

Summary

This tutorial showcases how to use the Cadence Conversions plugin for WordPress websites to create engaging popups and banners. The video demonstrates setting up a banner for a golf event, customizing it with the block editor, and configuring triggers and analytics. It also highlights the benefits of using Cadence Conversions as part of the Cadence ecosystem for streamlined design and functionality.

Takeaways

• 😀 The video introduces a WordPress plugin called 'Cadence Conversions' for creating various types of popups and notifications.
• 💰 'Cadence Conversions' is a premium tool available for $89 per year or as part of a full bundle at $219, which includes additional Cadence tools and features.
• 🔗 The video provides a link to access the plugin, emphasizing the importance of testing plugins in a staging environment before deploying to a live site.
• 🛠️ It's recommended to use staging tools provided by the hosting service, like WP Engine, to test plugins and changes without affecting the live site.
• 📦 After purchasing 'Cadence Conversions', users need to download, install, and activate the plugin using a provided activation code from their account.
• 🎨 The plugin allows for extensive customization of popups and banners using the block editor, offering more design flexibility compared to other popover tools.
• 📅 The plugin supports scheduling for when the popups or banners should appear, with options for one-time or recurring schedules.
• 📊 'Cadence Conversions' includes analytics tracking, allowing users to monitor the performance and user interactions with the popups and banners.
• 🔒 The video demonstrates how to set up launch triggers and conversion settings, including targeting specific pages, user types, and devices.
• 🔄 The plugin provides options for repeat controls, allowing for the customization of how often and under what conditions the popups reappear for users.
• 🌐 The video script includes a step-by-step guide on creating a banner for a golf event, highlighting the plugin's ease of use and feature set.

Q & A

What is the main topic of the video?

The video is about using the Cadence Conversions plugin to create popups, banners, and notification tools for a WordPress website.

What is Cadence Conversions?

Cadence Conversions is a premium plugin that allows users to create various types of popups, banners, and notifications on their WordPress sites. It is part of the Cadence toolset.

How much does Cadence Conversions cost?

Cadence Conversions costs $89 per year as a standalone plugin. It is also available as part of the full Cadence bundle for $219 per year.

What is the first step before testing a plugin according to the video?

The first step is to copy the production site to a staging environment to test the plugin without affecting the live site.

What hosting provider is the speaker using for staging?

The speaker is using WP Engine, which provides simple staging tools.

What should you do after downloading the Cadence Conversions plugin?

After downloading the Cadence Conversions plugin, you should upload and install it on your WordPress site, then activate it using your license key.

What types of conversion items can be created with Cadence Conversions?

With Cadence Conversions, you can create popups, slide-ins, and banners.

What feature allows you to style text more extensively in Cadence Conversions?

Cadence Conversions allows for advanced text styling beyond what is available in the Gutenberg block editor.

How can you set up the display conditions for a conversion item?

You can set up the display conditions for a conversion item by specifying launch triggers, conversion settings, target pages, target visitors, and scheduling options.

What happens if you enable repeat control for a conversion item?

If you enable repeat control, the conversion item can be set to reappear after a certain period or based on specific user actions, such as closing the popup.

What is the benefit of using Cadence Conversions within the Cadence ecosystem?

Using Cadence Conversions within the Cadence ecosystem ensures compatibility and avoids the need to load additional libraries and styles, leading to better performance and integration.

Can you use Cadence Conversions with other page builders like Elementor or Divi?

While you can technically use Cadence Conversions with other page builders, it is recommended to stick with tools within the same ecosystem (e.g., Elementor or Divi) for better compatibility and performance.

How do you test if a banner is correctly set up on your website?

You can test a banner by refreshing your staging site and checking if the banner appears as expected and functions correctly, such as linking to the intended URL.

What should you do if the banner link is not working correctly?

If the banner link is not working correctly, ensure that the URL is properly set in the button link field and that it opens in a new tab if desired.

What can you do if you want the banner to disappear after a conversion event?

You can enable the option to close the conversion on a goal event, which will make the banner disappear after the user completes the desired action, such as clicking a button.

Outlines

00:00

🛠️ Setting Up Cadence Conversions for WordPress Popups

This paragraph introduces the use of Cadence Conversions, a premium plugin for WordPress, which is part of the Cadence suite. The speaker discusses the process of setting up a banner for a golf event on a WordPress site using the plugin. They emphasize the importance of testing plugins on a staging site before applying them to a live site. The speaker also provides information on the pricing of the plugin and how to install and activate it, including entering a license key. They mention the availability of different conversion types like popups, slide-ins, and banners, and demonstrate the process of creating a new conversion item using a pre-designed template.

05:02

🎨 Customizing and Styling the Conversion Banner

The speaker continues by customizing the banner for the golf event. They discuss the use of advanced text options within Cadence to style the banner's text, such as changing the color and font size. The paragraph also covers the process of setting up launch triggers for the banner, enabling analytics, and configuring conversion settings. The speaker explains how to target the banner to the entire site and set a specific schedule for its display, ensuring it will automatically disappear once the registration period ends. They also address minor UI issues with the plugin's sidebar and demonstrate how to preview the banner on a staging site.

10:05

🔗 Configuring Link Targets and Repeat Controls for Popups

In this section, the speaker moves on to creating a popup conversion item using a template. They customize the popup's content, including changing colors and adding a golf-related image. The speaker then sets up the launch triggers for the popup, including a time delay, and configures the conversion settings to track clicks on the 'Register Now' button. They also demonstrate how to set the URL for the button to open in a new tab and discuss the flexibility of the plugin in terms of design and functionality compared to other popover tools. The speaker concludes by explaining how to set repeat controls for the popup to reappear after a certain period or after a conversion event.

15:07

🚀 Finalizing Conversion Settings and Encouraging Consistency

The final paragraph focuses on finalizing the conversion settings for the popup, including setting a cookie expiration and defining a campaign name. The speaker illustrates how the popup will reappear after a set period if closed by the user and will not show again after a conversion event. They provide a demonstration of how the popup functions on the website, including its disappearance after interaction. The speaker concludes by discussing the benefits of using Cadence Conversions as part of a unified ecosystem with other Cadence tools and encourages viewers to consider this plugin if they are already using Cadence products. They invite viewers to leave feedback and questions and promote a playlist for more information on Cadence.

Keywords

💡WordPress

WordPress is a popular content management system (CMS) used for building websites and blogs. It is known for its ease of use, flexibility, and large community of users and developers. In the video, the speaker discusses using WordPress for a golf club's website and mentions specific plugins that enhance its functionality.

💡Cadence

Cadence is a suite of tools designed to work with WordPress, offering features such as page building, conversions, and AI tools. The video focuses on the 'Cadence Conversions' plugin, which is part of the Cadence premium toolset, and how it can be used to create various types of popups and notifications on a WordPress site.

💡Cadence Conversions

Cadence Conversions is a premium plugin from the Cadence suite that allows users to create conversion-focused elements like popups and banners on their WordPress site. The video demonstrates how to install and configure this plugin to create a banner for a golf event, showcasing its features and customization options.

💡Popups

Popups are temporary, often interactive, windows that appear over the main content of a website, typically used for marketing purposes such as promotions or newsletter sign-ups. In the video, the speaker discusses creating different types of popups using the Cadence Conversions plugin, including a banner and a popover for the golf club's event.

💡Staging Site

A staging site is a duplicate of a live website used for testing changes and updates before they go live. The speaker in the video emphasizes the importance of using a staging site when working with plugins or making changes to ensure that the production site remains stable and functional.

💡WP Engine

WP Engine is a managed WordPress hosting platform known for its performance, security, and ease of use. The video mentions WP Engine as the hosting service used by the speaker, highlighting its simplicity in setting up a staging site for testing purposes.

💡Templates

Templates in the context of the video refer to pre-designed layouts or structures for popups and banners within the Cadence Conversions plugin. The speaker uses templates as a starting point for creating customized conversion items, such as a 'big news' banner for the golf event.

💡Conversion Goal

A conversion goal in digital marketing is a desired action that a visitor takes on a website, such as clicking a button, signing up for a newsletter, or making a purchase. The video explains how to set up a conversion goal within a popup, such as clicking the 'register now' button to sign up for the golf event.

💡Analytics

Analytics refers to the process of measuring, analyzing, and reporting website data to understand and optimize performance. The speaker mentions enabling analytics for the conversion items in the video, such as tracking clicks on the 'register now' button to gauge user engagement.

💡Styling

Styling in web design refers to the visual aspects of a website, including colors, fonts, and layout. The video discusses customizing the styling of a banner and a popover, such as changing colors and fonts, to match the branding of the golf event and improve its visual appeal.

💡Repeat Control

Repeat control in the context of the video refers to the settings that determine how often a popup or banner is shown to a user. The speaker configures repeat control settings to ensure that a popup appears once and then does not reappear for a certain period, enhancing the user experience by avoiding repetitive interruptions.

Highlights

Introduction to Cadence Conversions, a premium plugin for WordPress websites.

Cadence Conversions is part of the Cadence premium tool set and costs $89 a year or included in the full bundle for $219.

The importance of using a staging site for testing plugins and changes in WordPress, ensuring a copy of the production site is made.

How to set up a staging site using WP Engine and the simplicity of its staging tools.

Installation and activation process of the Cadence Conversions plugin, including obtaining and applying the activation code.

Enabling local analytics and the option to integrate with Google Analytics for event tracking.

Exploring the knowledge base for additional information on using Cadence Conversions.

Creating a new conversion item, such as a banner, and customizing it with pre-built templates.

Editing and styling the conversion item using advanced text options for more control over design.

Setting up launch triggers for the conversion item to determine when and how it appears on the website.

Configuring conversion settings, including analytics tracking and defining the conversion goal.

Targeting specific pages, visitors, devices, and requests for the conversion item to appear.

Scheduling the conversion item to appear within a specific date range for time-sensitive promotions or events.

Designing a popover with custom styling and images to fit the theme of a golf event.

Using the block editor to create unique popover designs that are not limited by pre-built templates.

Setting repeat controls for the popover to reappear after a certain period or after a user action.

The advantage of using Cadence Conversions as part of the Cadence ecosystem for a cohesive website experience.

Recommendation to stick to a single ecosystem for website tools to streamline the design and functionality process.

Encouragement to leave a thumbs up for helpful content and an invitation to ask questions in the comments section.

Transcripts

hi everyone do you want to do different

types of popups or uh notification tools

or things like that for your WordPress

website well I'm using Cadence and

there's a great plugin called Cadence

conversions it's part of the premium

tool set from Cadence so you do have to

pay for this one um I've left a link

below but let's jump in let me show you

what this can do all right so step one

um we're making a banner for parks golf

and it's going to link over to the parks

open so the parks open has a dedicated

website it's a uh just a premium event

for the parks golf club so what we do

first of all is go to actions and I'm

going to say push to I want to take this

site and I'm going to push this over to

staging to test it so whenever you're

mucking about with a Plugin or doing

something you should always copy over

your production to staging I'm using WP

engine so that's nice and simple um you

should make sure that your host whoever

you're using has simple staging tools

cuz this makes a heck of a lot of sense

when when it comes to uh testing out

different things on your WordPress site

so let's wait for that client to go over

and then we'll get the Cadence

conversions tool set up so Cadence

conversions like I was saying is a

premium tool it cost $89 a year um or

you can get it as part of the full

bundle which is $219 and that includes

all the different Cadence Cloud you know

Cadence recapture the blocks conversions

theme all that sort of stuff along with

all those AI tools once you've made a

purchase you'll go to your downloads and

licenses page and on there you'll see

Cadence conversions as of the time of

creating this video we're on version

1.1.1 okay so my staging site has cloned

over this is an exact copy of the live

site and now what I need to do is click

on the add new plugin so I've downloaded

cadence I've got that plugin available

so I just have to upload the plugin so

just go like so select the zip file that

we downloaded and click install

so here we can see the Cadence

conversion has not been activated so I

click here to activate and this takes me

to the dashboard now I do have a view

there already because I've done an

install on this site before it seems

like that's part of object

case so what I what then want to do is

get the uh activation code so go to my

account go to your license area copy

that go back to your website paste it

into the license key and click save

changes and Cadence conversions will be

ready to go okay so for now in the

general settings I'm just going to

enable local analytics you can enable

Google analytics events tracking uh just

by selecting that and I'll do a

follow-up video on how to do the Google

analytics events tracking and what that

looks like in the getting started we

have an item to view the knowledge base

I would encourage you to take a quick

look at that if you're interested but

let's stay on with the video where we

have the change log and all of those now

on the sidebar you notice now that

underneath Cadence I have an item called

conversions so we're going to click on

all conversion items so inside all

conversion items we have no items

available right now and that's expected

because we've just installed the plug-in

so I click on add new to add a new

conversion item inside the conversion

item we have a number of different types

of conversion types you can do the popup

a slide in or a banner now we're going

to use the banner and one of the pre-

dump templates for this video

so I click on banner and what I'm going

to use is this big news item here um I

quite like to look at that one that's

blue but I also like the red H yeah

let's use the

red and then that goes ahead and grabs

that template and gets that all

installed for me now we have a countdown

in there so what I'm going to do before

I jump into editing that is we're going

to name this so this is the parks open

top Banner just like that all right so

now I've named my item I'm going to go

to the document overview so we can see

what we have so with all the conversion

item and all of its settings it's all

inside this conversion item wrapper so

to get things like your launch triggers

conversion settings anything that you

want to do about targeting this

particular popover is all inside this

list view so you have to have that

conversion item selected where that

padlock is to be able to do any of that

from there I can expand out and we just

have normal blocks so I can switch

anything out however I want to do it so

I don't want to countdown in this case

so I'm going to delete that and you can

see how that just deleted it and then I

can you know do whatever I want I can

you know add before and just say put a

paragraph in there um I can switch that

over to any kind of block that I want so

I can just say parks

open registration is now

available now obviously that looks

really terrible because they kind of um

look that it has but I can also convert

that block over to something else so

what I actually will do is let's just

delete that out for a second and then

I'm going to say add before and then I

just push forward slash there and I'm

going to

use the um Advanced text that's

available within Cadence because this

gives me a little bit more in terms of

the way I can style this text and that's

quite important cuz I'm not using any of

the global Style that sort of Gutenberg

can be a bit limited to when it comes to

the block editor I want to do some fancy

styling on this so from here we're just

going to say parks

open register

now just like

that and then I can highlight that I can

use you know all sorts of different

styling and things like that because I

have that available so I can set the

color here to be white so that looks a

lot better and and then within this

heading itself I can bump that down to

say a H4 so that looks a bit better and

then over here I'm going to change this

text say

register

now that looks pretty good okay so now

I've got a banner but what's that really

going to look like you know how can I

sort to play around with that and know

what's going to happen so first of all I

have to publish the item but at that

point nothing's actually going to happen

and the reason is is because it's not

connected to a trigger and not set to

display on a specific page so I have to

click at the top level conversion item

go to launch triggers and just say

unload and that means that when the page

loads the parks open September 2024

Banner will set up

conversion settings I'm going to enable

analytics and say the click button is

there there's a conversion button um

close conversion on goal event I'm going

to say no I want this Banner to stay

there for the entirety of the time that

we're accepting

registers so there is no repeat control

because the banner is going to be there

at all time if instead you wanted

something that maybe pops up and then

doesn't show up again for a couple of

days or you have rules about power

popups using that's when you'd start

using these repeat controls position I

can have it top middle or bottom I'm

going to put mine on the top size

settings are Auto container styling well

I don't have to do anything there I'm

quite happy with how my styling is and

now we come to the real important stuff

which is the target pages so I'm going

to Target the entire site Target

visitors I'm going to say all

users Target devices doesn't matter

Target requests don't matter um so for

example you may want to have a Target

request when somebody comes from

Facebook or a particular link you can

put those in those query strings

scheduling I do want to enable a

schedule so I don't want a recurring

schedule so let me turn that one off I

want to have the range scheduling now

why all this is all messed up I don't

know but I guess that's just the way

that um it was by default there's

obviously some sort of CSS that's

playing up a little bit with this

sidebar but I'm just going to set mine

in the past of the 1st of August and

then the second element down here is

when it finishes now I know that on

Monday the 9th of September uh we want

our registrations to stop so I'm going

to set that to be 1

a.m. on the 9th of September there can

no longer be registrations so that means

the banner will automatically

disappear for the parks open so that's

all just going to just go so that's all

pretty cool there um Clos settings I

don't want any closed settings it's just

going to stay there the whole time so

click

save all right so before we just had the

parks golf website um it had no banner

up the top so it looked like this um so

obviously I would have been logged out

so let's copy the URL now so it looks

like that before no Banner or anything

like that now I paste in the new uh

staging site to see what this Banner

looks like and let's see what we get and

there we go parks open register now so

now I've got this nice bright banner up

the top of the website with that

register button and then when I click

register oh nothing happens why because

I didn't set the URL so again this is

just about buttons and things like that

we can see that that um font all looks a

bit problematic too so let's fix that so

that it's looks a little bit better

there we go and where do I want that to

go I want it to go to the

parks goop.com

Au so I'll copy that

URL come back here paste that in

there push return and then what I also

want that to do is open in a new tab all

right we don't want it to pop over or

anything but with these kinds of banners

you could have it open up a video you

could have it open up anything at all so

there's a number of different things

that you can do with the link Target you

can also have that sponsored or anything

like that so if I was doing some sort of

sponsorship I could say so um and of

course you get all the other tools

around you know a button because it's

just a normal Gutenberg block so this is

really cool because you're not limited

by the pre- templates a lot of different

popover tools I've used in the past like

hustle um and and you know these these

kind of opin monster tools you a little

bit more limited in what you can design

because you can't use the block edit to

design whatever you like but in can's

conversions you can so now let's go back

and let's

refresh all right so now I've got my

parks open September 2024 and I click

register now it opens up in a new page

that's exactly what I wanted and that

opens it up now if I refresh the site it

doesn't the banner itself even though

I've clicked on the conversion doesn't

disappear if you wanted it to disappear

after somebody has clicked on that

that's when you start using those

conversion items so with the repeat

control I can say enable repeat control

um and say you know after someone's done

something in the conversion so hide it

so here you can see conversion type is

Banner

enable analytics tracking click button

is the conversion goal um down here I've

got the conversion button which is a

specific class so that means that if I

want to write some custom JavaScript I

can tie it to it and then I would say

close conversion on goal event what that

would mean is that when the button is

clicked for an individual user the

banner disappears I don't want that

because we want to make sure it's very

clear while we're taking enrollments

that's where the enrollment is for

registering for this particular inot so

I'm going to leave that that off so

that's everything there with that

conversion item and we set a simple

Banner but we might want to do a

different type of banner which is a pop

over so let's go ahead now and add

another item and here we're going to do

a

popup and for this one I'm going to use

one of the templates again and we're

going to use this summer sale item we're

going to change it a fair bit but I want

to use that for the parks open so this

all looks pretty cool so that's my

popover so what I'm going to do is just

say Park

open and we're going to say

register

now

while I just say

um limited

places so that looks cool and then the

shop now we're just going to say

register

now like that all right this doesn't

look very golfy right now so we're going

to go ahead and change some of the

colors so that's going to be

green uh we're going to style the button

it's going to be green too and then this

image over

here uh let's have a look at that so

we're going to say

parks open

popover like

that and then going to take a look at

this particular section so it looks

there like the section is a style there

we go we've got the edit image so I'm

going to say edit image and we want to

obviously not have a surfboard writer

that's not really a good one so we want

to go ahead and find something that's a

bit more of a nice golf photo so let's

see what we have here should have some

good um aerial photos somewhere I've got

a lot of golf course photos here uh for

the golf golf course listing tool so

we're going to use this one here with

the hat and that kind of thing so that

looks good so say select there that

looks pretty good there we go so now

we've got that register limited places

register for the open so this all looks

great so now I need to go back to my

conversion item and we need to set our

launch triggers and this is going to be

a uh time

delay like that and then the conversion

settings this one is going to have a

conversion so once someone clicks the

register now that will be a considered a

conversion

and then inside of here I want to get my

URL so we're going to put that inside

our button link the same URL as before

and of course we want to open that in a

new

tab and that's not sponsored that's all

okay and then I select publish publish

all right so now we've got a banner

that's also going to pop up on the

website but it's only going to show once

and why don't we actually go back to

that conversion item and and inside

the repeat

control so I've got a conversion setting

right and that's a uh that's cool

because it's got a conversion on goal

event but what we want to do is if the

users closed out of this particular item

by clicking the close I want that to

come back up again and that wants to

come back up in 7 days so it should show

to somebody every week and I'm also

going to to put a cookie expire on 7

Days for the goal event and the campaign

is

parks open pu for

Popup there we

go um that's all okay on the conversion

goal so everything there looks a lot

better so what we now have is that this

popup is going to show up once I've

closed it it won't show again for 7 days

if I click the register now it won't

show again all right so that's great so

I've saved

that excellent so now let's go to my

homepage and I'm just going to

refresh and what should happen is after

I've been on the website for a little

while cuz this banner up here is sticky

and that's okay there we go register for

the parks open so that's how that works

when I click register now it takes me

over to the new site and the Banner's

now gone on the existing web page all

right so that's taking me to the parks

open now now when I refresh this page

that Banner is not going to come back up

again for 7 days because the cookie has

been set so it's a pretty cool way to be

a to do things so is Cadence conversions

the right choice for you the great thing

about Cadence conversions is that it's

all part of the one bundle with cadence

this means that when you load it you're

not having to load a whole bunch of

other libraries different styles all

that sort of stuff with the way that

you're going to do your popovers now

there's plenty of great popover tools

out there but I always encourage

everybody to stick to a single ecosystem

so if you're using the block Builder if

you're using Cadence blocks if you're

using Cadence theme well it makes a lot

of sense to use Cadence conversions if

however you're doing something like an

elemental website or you've got

something like a divy website then

you're best off sticking with the tools

in that ecosystem so if you are using

Cadence this is a great way to make

different types of conversions and

popovers for your website I hope you

found this helpful if you have why don't

you leave a thumbs up if you've got any

questions you can leave them below and

of course if you want more information

about Cadence check out my playlist that

should be somewhere around here and I'll

see you in the next video

[Music]