How to Use Sumo: An Explainer

How to use Sumo.

As the online business world grows more competitive by the day, website optimization is a key focus for digital entrepreneurs. This in-depth guide is designed to introduce startup founders and business owners to Sumo – a powerful suite of tools designed to automate website growth and optimize conversions. Let’s dive into the world of Sumo, understanding its features, and how to use them effectively.

Introduction to Sumo

Getting started with Sumo.

Sumo is a robust platform that offers a range of tools for website optimization and conversion rate enhancement. From email capture and integration to social sharing and analytics, Sumo is designed to streamline your digital marketing efforts.

Sumo’s Main Features

List Builder

List Builder is a tool designed to convert one-time visitors into lifelong subscribers. It creates attractive pop-ups that capture email addresses on your website.


This feature enables your content to be shared across different social media platforms, helping you reach a wider audience and increase your site’s traffic.

Welcome Mat

Welcome Mat displays a full-screen call-to-action when visitors land on your site. It can be used to collect emails, promote content, or drive a specific action.

Heat Maps

Heat Maps help you visualize where your visitors are clicking on your site. This insight enables you to optimize your site design and increase conversions.

How to Optimize Your Site with Sumo

Let’s delve deeper into how each feature can be utilized effectively.

Using List Builder to Capture Emails

The key to effective email marketing starts with building a substantial, high-quality email list. With Sumo’s List Builder, you can create attractive, effective pop-ups to capture your visitors’ emails.

  1. Create a Pop-up: Navigate to Sumo’s List Builder and choose from a wide range of pop-up templates. You can customize your chosen template to align with your brand identity.
  2. Set Display Rules: Define when and where your pop-up will appear on your site. You could choose to display it after a visitor spends a certain amount of time on your site or when they’re about to leave.
  3. Integrate Your Email Marketing Tool: Sumo can be integrated with a range of email marketing tools. This means that emails captured through List Builder can be automatically added to your email marketing software.

Promoting Your Content with Share

To get your content in front of a larger audience, use Sumo’s Share tool.

  1. Select Your Social Networks: Choose which social media networks you want your content to be shared on.
  2. Customize Your Share Buttons: Customize the look and feel of your share buttons to align with your brand.
  3. Place Your Share Buttons: Decide where you want your share buttons to appear on your site.

Engaging Visitors with Welcome Mat

Welcome Mat is a highly effective tool for capturing emails or driving action as soon as a visitor lands on your site.

  1. Create a Welcome Mat: Navigate to the Welcome Mat tool in Sumo. Select a template and customize it to your liking.
  2. Set Your Call to Action: Decide what action you want your visitors to take. This could be subscribing to your newsletter, downloading a guide, or availing of a special offer.
  3. Configure Display Rules: Define when your Welcome Mat will appear.

Optimizing Your Site Design with Heat Maps

Understanding where your visitors click can provide valuable insights into how to optimize your site. Sumo’s Heat Maps tool helps you do just that.

  1. Set up a Heat Map: In the Sumo dashboard, navigate to the Heat Maps tool and set up a heat map for your site.
  2. Analyze Your Heat Map: After collecting data, analyze your heat map. Look for trends in where your visitors are clicking and use this information to optimize your site.
  3. Make Necessary Changes: Based on your heat map analysis, make changes to your site’s design. Perhaps your call-to-action button would be better placed in a different location, or maybe a certain part of your page is attracting a lot of attention but doesn’t contain any actionable content. Use your insights to create a high converting landing page.

Making the Most of Sumo

Each of Sumo’s tools has the potential to significantly enhance your site’s performance. However, they must be used effectively and in conjunction with a wider digital marketing strategy. Always be sure to analyze your performance using Sumo’s in-built analytics or other digital analytics tools and adjust your strategy accordingly.

Keep in mind that Sumo is just one piece of the puzzle when it comes to optimizing your website’s conversion rate. You may need to delve into A/B testing or employ usability testing to achieve the best results.

Wrapping Up

Sumo is an incredibly powerful tool for digital entrepreneurs looking to optimize their websites and drive conversions. Its suite of features offers a comprehensive solution to many of the challenges that come with digital marketing. By understanding and effectively utilizing Sumo’s features, you’ll be well on your way to growing your site’s traffic, increasing your email list, and, ultimately, boosting your conversions.

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WinSavvy Editorial
WinSavvy Editorial consists of our SEO specialists and other team member, including our legal help who help skyrocket our client's growth on a daily basis. It includes Archisman, our experts' say head, Sowa, the one in-charge of our "Analysis" category and Ushashi, our head of all data-analysis content!
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