Wondering what the "Display Type" field means? Whenever you customize a PSAI marketing source (or "app"), you'll be able to choose one of three possible Display Types:
- Button Opens Popup (Floating)
- Auto Popup (Floating)
- Embed on Page
No matter which type of app you are customizing—whether it's a Quote Form or AI Chat—the field for Display Type will be located in the same place: at the top of the Customize tab for that individual marketing source.
It's important to understand how these Display Types look and how they work so that you can choose the right style for your specific use. Keep in mind that not all marketing sources can be set to every single Display Type—but the Customize tab makes it easy for you. This tab will only show you the Display Type options that are available for that specific app.
Every PSAI app comes with a default Display Type, so you don't have to change it if you don't want to.
Below are some explanations and examples of the three Display Types.
1. Button Opens Popup (Floating)
This Display Type refers to a widget that opens when you push the button and that "floats" on top of your website. As shown in the GIF below, this Display Type is most often placed in the lower right-hand corner of your screen, and it is most often used for Chat.
Button Opens Popup is the only Display Type whose position you can edit from the PSAI admin portal, as you can set the widget to appear in the bottom right or bottom left corner of the screen.
The best practice for this Display Type (and the default setting in PSAI) is the bottom right corner. This is where website users most often expect to find a popup element. We recommend placing any Button Opens Popup app here unless you have a very specific reason not to.
2. Auto Popup (Floating)
This Display Type appears as an automated popup window whenever the user moves the mouse away from the screen, as if to leave your site. (This style of popup is also called "exit intent.")
Like the first Display Type, it also "floats" above your website.
Auto Popup elements are often used for things like text alerts, special offers, Quote Forms, and Weather report calls-to-action.
3. Embed on Page
Unlike the previous two, this Display Type does not "float" on your page; it is actually embedded into the page itself. If you have a blank page with just a background photo, an embedded form would look something like the screenshot below.
If you are embedding a form onto a page with already-existing design elements—like headlines, paragraph text, or non-background images—then the form will impact the placement of those elements. Unlike floating apps, you may need to tweak the design of your current web pages to make an embedded form look right.
Embedded forms are often used by website visitors to request free consultations, pricing, virtual estimates, Weather reports, and more.
For a beginner friendly overview of Display Types and a lot more, check out our complete guide on PSAI marketing sources. This series of articles covers each step, from creating your marketing source to customizing the design to interacting with leads in the Com Portal.