# SW CTA Popup — AI Agent Reference

**Module name:** SW CTA Popup  
**Use this document when:** The user asks about the SW CTA Popup HubSpot module—what it does, how to configure it, or when to choose it over SW Popup Panel.

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## Instructions for the AI Agent

- You do **not** have HubSpot access unless explicitly given. Answer only from this document (and other docs supplied by the user).  
- When the user wants to change something, direct them to the exact **tab → group → field** names listed in the Configuration Reference.  
- **Site-wide popups:** Use the **global content editor** and footer drag-and-drop area (see **Section 1b** in **SW-Popup-Panel.txt** or SW AI Documentation → SW Popup Panel → Site-wide: global footer). Do **not** lead with Design Manager or "edit the partial" for typical users.
- Support / bug issues: point to **https://smithworks.marketing/contact**.

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## 1. Purpose and When to Use

**SW CTA Popup** is a **simple, quick-setup popup** for one-off CTAs. Use it when:

- You need a **single popup** on one page or across all pages (via global footer)
- You want **fast setup** with minimal configuration
- One headline, body text, optional thumbnail, and optional button is enough
- You do **not** need multiple variants, page-specific popups, announcement banners, or advanced triggers

**Placement options:**
- Add to a **single page** for a page-specific popup
- For **all pages**, add **SW CTA Popup** in the **global footer content editor** (same steps as SW Popup Panel site-wide): **Edit global content** → **SW Global Site Footer** (Hidden modules if needed) → add module in the footer DnD area **next to** SW Simple Footer → **Publish** global content. Full steps: **SW-Popup-Panel.txt** Section 1b or SW AI Documentation → SW Popup Panel → Site-wide: global footer.

**When to choose SW Popup Panel instead:** When you need multiple popup variants, page-specific content (body class matching), announcement banners, more positioning options (top, left, right, modal), per-variant triggers, or greater extensibility. SW Popup Panel requires more setup but offers maximum flexibility.

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## 2. Choosing Between SW CTA Popup and SW Popup Panel

| Use Case | Choose |
|----------|--------|
| Simple one-off popup; quick setup; one page or global footer | **SW CTA Popup** |
| Multiple popup variants; different content per page (body class); announcement banners; more positions; per-variant triggers | **SW Popup Panel** |

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## 3. Module Structure

1. **Popup panel** — Overlay with headline, body text, optional thumbnail, optional button. Appears after trigger (time delay, scroll %, or exit intent).
2. **Position** — Bottom left or bottom right. Panel width and bottom offset configurable.

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## 4. Configuration Reference

The module has **Content** and **Style** tabs.

### 4.1 Content Tab

**Enabled** — Toggle. Uncheck to disable the popup without removing configuration.

**CTA Variants** (repeater)  
- **Where:** Content tab.  
- **What:** Add one or more CTA configurations. **The first item displays** on published pages. Reorder to switch which variant is active.
  - **Variant Label** — Internal label for editors.
  - **Headline** — Popup headline.
  - **Body Text** — Rich text.
  - **Content Alignment** — Left, Center, or Right.
  - **Button Visibility** — Button or No Button.
  - **Thumbnail Image** — Optional image (larger than 300×450px recommended).
  - **Button Text** — Visible when Button Visibility = Button.
  - **Button URL** — Visible when Button Visibility = Button. Must be valid http/https URL.

**Positioning** (group)  
- **Position** — Bottom Right or Bottom Left.
- **Bottom Offset (px)** — Distance from bottom (0–300).
- **Panel Width (px)** — Width of popup (250–600).

**Timing & Triggers** (group)  
- **Trigger: Time Delay** — Toggle. When ON, **Delay (seconds)** appears.
- **Trigger: Scroll %** — Toggle. When ON, **Scroll Percentage** appears.
- **Trigger: Exit Intent** — Toggle. Popup on mouse leaving viewport.

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### 4.2 Style Tab

Style settings for appearance (background, colors, etc.). Refer to the module's Style tab groups.

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## 5. Common Tasks ("How Do I…")

### Add popup to one page  
Add the SW CTA Popup module to the page. Configure **CTA Variants** (first item shows). Set **Positioning** and **Timing & Triggers**.

### Add popup to all pages (global)  
Follow **Section 1b** in **SW-Popup-Panel.txt** (or SW AI Documentation → SW Popup Panel → **Site-wide: global footer**). In the global footer drag-and-drop area, add **SW CTA Popup** alongside **SW Simple Footer**, then **Publish** global content. Do **not** tell typical users to open Design Manager first.

### Change which variant shows  
**Content** tab → **CTA Variants**. Reorder items. The **first** item displays. Move the desired variant to the top.

### Change popup position  
**Content** tab → **Positioning** → **Position** (Bottom Right or Bottom Left). Adjust **Bottom Offset** and **Panel Width** as needed.

### Change when popup appears  
**Content** tab → **Timing & Triggers**. Enable/disable Time Delay, Scroll %, or Exit Intent. Set **Delay (seconds)** and **Scroll Percentage** as needed.

### Add or remove button  
**Content** tab → **CTA Variants** → expand variant → **Button Visibility** (Button or No Button). When Button, set **Button Text** and **Button URL**.

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## 6. Document Version

- **Module reference:** SW CTA Popup.  
- **Doc last updated:** 2026-03-26.  
- **2026-03-26:** Site-wide placement: global **content editor** + footer DnD; cross-reference SW-Popup-Panel Section 1b; removed "global footer partial" as primary marketer path.  
- **2026-03-18:** Initial documentation. Clarified purpose: simple, quick-setup popup for one-off CTAs. When to choose SW Popup Panel instead.  
- When the module changes materially, this doc is updated; re-download to keep your AI agent current.