Picture of How to Prompt Users Before Exiting MegaEdit and Capture Their Contact Information | ME_033

How to Prompt Users Before Exiting MegaEdit and Capture Their Contact Information | ME_033

This guide explains how to configure a custom pop-up to capture user details before they exit MegaEdit, whether by closing their browser window, switching tabs, or pressing the back button. The solution addresses user drop-off in MegaEdit by presenting a form (e.g., a Jotform) to gather contact details for follow-up. This functionality also provides a customizable warning to prevent data loss from unsaved changes.

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This guide explains how to configure

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a custom pop up to capture user details
before they exit.

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Mega edit.

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So this applies

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to a few different scenarios of them
leaving the screen.

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So it could be if they close their browser
window, it could be if they switch tabs

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or if they click the back
button, as we've just seen here,

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the solution addresses use a drop off
a mega edit by presenting a form.

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So for example,
as we can see here, a Microsoft form

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or Jot form to gather contact details
for follow up.

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Now, the creation of this really operates
in two separate parts.

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So we have a hardcoded mega edit script
that we can put

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on our particular products,
which will give you access to this pop up.

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But then you actually need to populate
what's in the popup itself.

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And that's done using a custom editable
content block.

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Now both of these are quite easy
to set up and configure.

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The actual form itself to capture
any information

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is generally done
with a third party application.

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There's loads of them out there.

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The example I've got here
is a Microsoft form, as I've mentioned,

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Jotform
You've got Google Forms and so much more.

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And then you can just embed those forms
into the editable content block.

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Okay.

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So the thing we'll do first
is to actually show you how to enable

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that hard coded script.

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So if you go to the product details
for that particular mega edit product

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and then click on Mega Edit
config to get to the Mega

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edit settings of that particular product.

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Head over to the scripts tab.

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Then you just need to actually enable
the page exit

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handler script, which should be available,
and you can contact support

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if that's not available
by default for you.

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And then go ahead and save those changes.

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Now there are certain things
you can customize about this page exit

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handler script, which is accessed
using the config button here,

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which we'll come back to in a few minutes.

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Time.

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Now the next thing we want to do

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is to actually create a new editable
content block for that exit pop up.

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So within the main admin menu,
if we just go to editable content,

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a lot of you will recognize
these pre-made content blocks

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which affect various
different areas of your storefront.

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However, what we're going to do here
is go over to the custom tab.

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Now you'll see
I've already got one created.

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If you need to create a new one,
you can just say add new.

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In my case, I'm just going to
go to edit this existing one.

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Now this works
in exactly the same way as other places.

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You may have used content templates.

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So you can completely customize
the look and feel and content

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of what you actually want
within this content block.

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In my particular case, I've kept it
quite simple with just a Wysiwyg

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where I can put in a bit of text
and an embed, where in this case

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I've put in our preconfigured
Microsoft form.

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Make sure you save this before you leave,

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and also make a note of the ID,
which you can see up in the actual URL.

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This ID, which is related to this
specific content block that we've created.

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We'll need to be input into our script
config

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in order to link the two together.

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Okay, so if I go back to my script config

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and I'm going to go ahead
and click on the config button, now

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that will load up a separate screen
as we can see here.

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Down at the bottom we have some script
metadata that we're able to just copy

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and paste to give us an indication
of what we can actually modify

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on this particular exit functionality.

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So if you don't include this in the main

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script config,
it will just take these by default.

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Or you can copy and paste that into here
and override certain parts of it.

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In my case, all we're actually going to do
is keep it quite simple

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and just show the script
which editable content block it's using.

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So all I've done is taken this line
which you can see here,

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and I've input our relevant ID.

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Okay.

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And that's all you need to do.

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So I've reloaded my mega edit product now.

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So when I tried to actually leave it out
there, access to that pop up.

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You also see I have this get help button,
which is something else

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that we can actually configure somewhat
in that config file.

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So you can see
we can give it a different title

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and we can control its position
or whether it appears at all

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that has the same effect.

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I click get help
and it opens up that relevant for.

 

Incomplete
Written Guide

1. Overview

This guide explains how to configure a custom pop-up to capture user details before they exit MegaEdit, whether by closing their browser window, switching tabs, or pressing the back button. The solution addresses user drop-off in MegaEdit by presenting a form (e.g., a Jotform) to gather contact details for follow-up. This functionality also provides a customizable warning to prevent data loss from unsaved changes.

For additional information and detailed tutorials, the Infigo Academy offers extensive resources on a wide variety of topics. Visit the Infigo Academy to search and browse our content.

 


2. Contents

  1. Overview
  2. Contents
  3. Key Points and Takeaways
  4. Key Settings
  5. Scenario-Based Guide
    • Scenario 1: Configuring the Pop-Up for Exiting MegaEdit
  6. FAQs
  7. Alternate Search Terms

3. Key Points and Takeaways

  • The exit pop-up allows embedding a form to capture user contact details.
  • Users receive a warning if they attempt to leave MegaEdit with unsaved changes.
  • A "Get Help" button can provide further assistance directly from the editor interface.
  • Pop-up functionality is limited to triggering once per session to avoid overwhelming users.

4. Key Settings

PageExitHandler Hard-Coded MegaEdit Script

  • Catalogue > Products > Product Management > Edit or Create a MegaEdit Product > MegaEdit Config (top right of your screen) > Scripts tab > PageExitHandler
  • Can be enabled for any MegaEdit product
  • Has unique config inputs allowing customisation of elements such as:
    • Button name
    • Button position
    • Linked Editable Content block

Custom Editable Content Blocks

  • Custom Editable Content blocks can be created when required.
  • In this case, we can create a custom Editable Content block and link it to the PageExitHandler to display the contained information.
  • Content Management > Editable Content > Custom (tab) > Add New

 


5. Scenario-Based Guide

Scenario 1: Configuring the Pop-Up for Exiting MegaEdit

Problem: Users abandon their sessions without providing contact details or completing their design.

Solution:

  • Enable the hardcoded script pageExitHandler in a MegaEdit product.
    • Create or Edit a new MegaEdit product.
    • Navigate to the MegaEdit Config settings for that product
    • Navigate to the “Scripts” tab
    • Enable the PageExitHandler script
    • Save
    • Click “Config” to apply customisation to this script (more on this later)

 

  • Create a new editable content block for the exit pop-up:
    • Navigate to the content editor and set up an engaging message and embedded form (e.g., using Jotform).
      • Navigate to the Editable Content page in Infigo Admin
      • Switch to the “Custom” tab and create a new Editable Content block
    • Record the editable content ID shown in the URL when editing the content block (8914 in this example)
  • Configure the pop-up script:
    • In this example, we will simply input the ID of the new editable content block and leave the remaining configuration untouched.
  • Save these changes
  • Load the MegaEdit product editor to verify this functionality is configured correctly

 


6. FAQs

Q1: Can I customize the exit pop-up message?
A1: Yes, use the editable content configuration to modify the pop-up message and embed a form created using a third party system (such as JotForm, Google Forms or Microsoft Forms).

Q2: Will the warning appear every time a user switches tabs?
A2: No, the pop-up triggers only once per session to minimize disruptions.

Q3: How do I ensure the pop-up captures user data?
A3: Use an embedded form such as Jotform and verify that submissions are correctly captured in your system.

 


For additional information and detailed tutorials, the Infigo Academy offers extensive resources on a wide variety of topics. Visit the Infigo Academy to search and browse our content.

Alternate Search Terms

Individual Search Words
exit, pop-up, unsaved, capture, contact, warning, MegaEdit, form, editable, handler

Alternate Search Phrases
exit warning pop-up, capturing user details, leaving without saving, contact detail form, user drop-off prevention, session exit handler, editable content block, MegaEdit customization, unsaved changes alert, embedded contact form