TL;DR. Two pages run the show: Forms > Campaigns (the list) and the editor (per popup). Knowing what's where and how to navigate the drag-and-drop editor saves a lot of clicks.
Forms > Campaigns
The campaigns page is your home base. URL: /popups/campaigns.
What's on the page
All / Active / Paused tabs at the top.
Search campaigns input.
A campaign card for each campaign you've created.
An Additional options section at the bottom: Native Browser Prompt and iOS Install Prompt (see Popup conflicts (two popups, Native Browser Prompt, iOS Install Prompt)).
What's on a campaign card
Status badge: Active (green) or Paused (grey).
Campaign name: e.g. "Welcome Offer Popup". Click the pencil to rename.
Three buttons on the right:
Targeting: opens the triggers + targeting + frequency dialog.
Subscriber lists: choose which lists subscribers go into.
More actions: duplicate, archive, delete.
A row showing the popup inside the card, with thumbnail, name, Live or Draft badge, and step chips (e.g. "1 Teaser, 2 Email, 3 SMS").
The popup editor
Click the popup row to open the editor. URL pattern: /popups/edit/{popup_id}.
The three panes
Left sidebar: the step list. Drag rows up or down to reorder. Click + Add step to insert a new step.
Canvas: a live preview of the current step. Click any element (heading, paragraph, image, button, input) to select and edit it. Selected elements show a blue border and resize handles where supported. Click outside any element to select the step container.
Right sidebar: settings for whatever's selected. Element selected: color, font, size, padding, link target, button action. Step container selected: background color or image, max width, alignment. Nothing selected: campaign-level theme and popup behavior.
Top bar: popup name (click to rename), undo / redo, Save, Publish, Preview.
Step types you can add
Teaser: the floating tab outside the popup.
Micro Commitment: yes/no qualifier ("Want a discount?").
Email, SMS, Web Push: collection steps.
Reward / Thank You: discount display.
Custom: free-form content.
Gamification: Spin-to-Win, Scratch Card, Mini Quiz.
For details on each step type, see Step types, multi-channel collection, and rewards.
Common edits
Change a button label
Click the button, then in the right sidebar edit Label.
Change a heading
Click the heading, then edit text directly on the canvas, or in the right sidebar.
Change a step background
Click any empty area inside the step, then in the right sidebar change Background.
Remove a step
In the left sidebar, click the ⋮ on a step, then Delete.
Reorder steps
Drag and drop in the left sidebar.
Save and preview
Save as Draft
Click Save. Your changes are stored, but the live popup isn't updated.
Preview
Click Preview in the top bar. A preview opens in a new tab showing the popup the way visitors will see it. Step through manually.
Publish
Click Publish to push your changes Live. For the full lifecycle, see Publish and schedule your popup.