We have always been all about strategically making use of popups to convert website visitors. While every optin form is targeted to accomplish a different goal, there are also different types that you have probably come across. Some being, a single step popup, multi step popups and yes-no popups. In this post, we’re going to talk about how you can use the yes/no optin forms to convert your website traffic into customers.

But first,

What on earth is a yes/no optin form?

A yes/no optin form refers to the overlay that offers two call-to-actions to a website visitor. While one is a positive response – yes, the other lets him say no to whatever the business has to offer. It is just another way of understanding how your website visitors want to interact with you based on the interactions they make via the optin form.

Why do yes/no optin forms work?

When you immediately target a website visitor with a campaign showing him a form that he needs to complete for opting in to your email list. Now while there are those who wouldn’t mind sparing a minute to complete it, there are those who might think of it as an additional task that might take more time to complete and leave it.

The latter is the category that yes/no forms work the best on. They engage the visitor with a question that grabs his attention and then offers him some value – only after which he is shown a form that he needs to complete. This puts him in a process that he willingly opted in for – if he clicks the positive CTA of course!

For instance, here’s a simple campaign we are using on our website. The first step is targeted at grabbing the exiting visitor’s attention and getting his willingness of wanting to not lose more customers:

purple exit bee campaign step 1

The second step is then targeted at getting him to fill in information that will help us contact him as well as understand his website needs. The CTA on this overlay is designed to again reinforce the message we showed on the first step of the campaign.

purple exit bee campaign step 2

In what different ways can you use yes/no optins?

While it is a mandate to have a positive and negative CTA in these type of campaigns, you can practically do everything else you have been using single step popups for. These are best suited for times when you need a little more information from your website visitor to offer something and bombarding him with a long form really may not be a good option!

Here’s taking a look at some of the campaigns you could run:

1. Offer a demo instead

You could be offering a free trial of your product, but the website visitor might be a little skeptical about getting started with the product right away – maybe because of teh lack of understanding. Using this type of optin form, you can nudge this visitor to request for a demo instead and then get him to share his contact information with you.

offer a demo

2. Giveaway a content upgrade

Internet users who visit your website are usually seeking for more information around your business or what you offer. In this case, there will be two types of people – those who will instantly convert with your business and those who would understand your value proposition, and then look for alternatives to compare you with. In the latter case, it is important to be able to establish yourself as a niche in the industry. The only way to do so, share insights or knowledge that you best know of and your visitors could probably be looking for!

Offering content upgrades like ebooks, whitepapers, etc is a great idea. But if the visitor is downloading such an insightful piece, you need to understand him better – which automatically means the optin form would include more fields. This is where you could use a multi-step yes/no optin form!

Step 1:

offer ebook step 1

Step 2:

offer ebook step 2

Step 3:

offer ebook step 3

3. Showcase different content formats

Every visitor to your website is different. They have landed from different sources, have different needs and consume information in different formats. While some might like to read an extensive article on how your products work, there are those who’d rather watch a quick video to understand the product and get started with it quickly.

Using the yes/no optins, you could actually offer different content formats – one in place of each CTA. Although, in this case, you might want to add a secondary CTA like below the buttons in case the visitor wants to decline both the formats.

offer content types

4. Nudge them to share

Continuing on the idea above, you could also use this format to nudge your website visitors to share a piece of content they just read. Of course, if they liked it! Ask them if they liked your content first and then show them the social sharing buttons. It is always a wise thing to ask for opinion before asking someone to do something.

did you like content

Based on what the visitor answers, you could redirect him to the next step. For instance, if the answer is yes, you could ask him to share the content on his social profiles:

share content

And if the visitor replies in negative, you could ask him to fill in a quick feedback form before he leaves:

ask for feedback

5. Offer a discount

The idea of retargeting a visitor on-site or befor he leaves, is to convert him and avoid the chances of him looking for alternatives. One foolproof way of converting a visitor or making him purchase your product/service, is to offer a discount – even if it is already on its best pricing!

You can use a yes/no optin to get more details of this visitor in lieu of an offer that you’d be willing to reveal or send to his inbox.

offer a discount


There are many other ways to use the yes/no optin forms. The only thing you need to keep in mind while doing so, is to understand the psychology of your target audience and to keep it as simple as possible to complete – yes, lesser number of form fields fetch you greater conversions.

The better your understanding of your audience, the more you’re able to nudge them to click on the positive call-to-action and convert with your business.

Remember, the process of conversion should be highly personalized and it shouldn’t seem like a tedious process to complete!

CTA - The guide to eefectively personalize exit intent popups


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Vanhishikha Bhargava

Content Marketer at Exit Bee. Most of the times found trying to create compelling copies for blogs and digital campaigns, keeping a watch on what's happening on social media or ranting on Twitter. At all other times, not found.

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