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Recently, one of our readers asked us how they could create a popup with Yes/No buttons?
Perhaps you’ve seen these used in an email list optin, or another special offer on a big website. These multi-step Yes / No campaigns can be very effective in improving your conversion rate.
In this article, we will show you how to create a Yes/No optin for your WordPress site.
What Is a Yes/No Optin and Why Use One?
A Yes/No optin is a popup form that has 2 options, either buttons or links. You can click the ‘Yes’ to opt-in, or click ‘No’ to refuse the offer.
Sometimes these are called 2-step optins or multi-step optins, as they involve the user taking 2 steps instead of 1.
Here’s an example of a Yes/No optin from Advanced Coupons:
Note: The options don’t necessarily need to have ‘Yes’ and ‘No’ labels.
It might seem strange to get users to go through an extra step before they can join your email newsletter or take some other action.
However, Yes/No popups can be highly effective. This is because they use a special psychological tactic called the Zeigarnik Effect.
The Zeigarnik Effect is the principle that when someone starts a process, they’re likely to finish it. In this case, that means that someone who clicks Yes is likely to go ahead and put in their email address.
Plus, a Yes/No optin gives your visitors a choice. That feeling of freedom is powerful. It makes it more likely that your visitors will make the positive choice to opt-in to your list.
Even better, you can use the ‘No’ option effectively, too. For instance, you could create an optin like this one from WP Mail SMTP. It appears if a user looks like they’re about to leave the WP Mail SMTP site’s pricing page:
If the user clicks the ‘Get WP Mail SMTP Now’, then they stay on the pricing page. If they click ‘I have a few questions first’, then they’re directed to the Contact page. Here, they can easily contact your sales or support team, which may ultimately lead to successful conversion.
Creating a Yes/No Popup for Your Website
We’ll be using OptinMonster to create a Yes/No optin popup.
OptinMonster is the best lead generation software that helps you convert website visitors into customers and subscribers. It allows you to create beautiful popups, countdown timers, slide-in forms, and more to nudge users in the right direction”
Setting Up OptinMonster and Creating a New Campaign
First, sign up on the OptinMonster website. You will need the Pro plan or higher in order to create Yes/No optins.
Then, you need to install and activate the OptinMonster WordPress plugin. This lets you connect your WordPress site with your OptinMonster account.
Upon activation, you will see the OptinMonster welcome screen. You need to click the ‘Connect Your Account’ button and follow the onscreen prompts. Then, your WordPress site will be connected to your OptinMonster account.
Now, go to the OptinMonster » Campaigns page in your WordPress admin. Simply click the ‘Create New Campaign’ button at the top to make a new campaign.
You will be taken straight into the OptinMonster app. We’re going to use a Popup for our optin. You can pick a different Campaign Type if you want.
Next, select the template you want to use for your campaign. We’re going to use the Split template:
You’ll be asked to give your campaign a name and choose which site you want to show it on.
Once you are ready, go ahead and click on the ‘Start Building’ button.
Your chosen template will now open up in the OptinMonster campaign editor.
Editing Your Yes/No Optin in OptinMonster
First, you need to create a Yes/No campaign. Simply click on the Yes/No tab near the top of your screen then click the ‘Enable Yes/No for This Campaign’ button:
This is a new part of your campaign. It will have a main button with a ‘No Thanks’ option below it:
Note: Some templates will not have a built-in Yes/No view. With these, you will instead get a blank canvas to create your Yes/No view.
Go ahead and edit the Yes/No view as much as you want. Simply click on the part of the template you want to change. We are going to edit the header text:
It’s easy to edit the image. Just click on it and then upload the image you want to use:
You may also want to change the Yes and No buttons. Simply click on them to edit the buttons. It’s easy to change their text, color, and more.
Just make your changes in the left-hand pane and the preview of your optin will automatically update.
By default, clicking the ‘Yes’ button will take the user to the optin view of the campaign. Clicking the ‘No’ button will simply close the campaign.
You can change these actions if you want by selecting the button then clicking the ‘Button Click Action’ dropdown. We’re going to set our ‘No’ button to redirect to a URL:
You now need to edit the optin view of your campaign. This is the view that your users will see upon clicking on the ‘Yes’ button.
Simply click on the Optin tab at the top of the screen to edit the optin view:
Then, edit the text, image, and anything else you want to change as before.
Finally, you need to change the ‘Success’ view of the campaign. This is the screen users will see after entering their email address.
First, click the Success tab at the top of the screen. Then, go ahead and click on the things you want to edit.
Here’s the finished success view for our optin:
Once you’ve finished creating your optin, make sure you click the ‘Save’ button at the top of the screen.
Connecting Your Optin to Your Email List
If you’re using your optin to gather email addresses, you need to connect it with your email marketing service.
To do this, click on the Integrations tab then click the ‘Add New Integration’ button:
Next, select your email provider from the dropdown list. OptinMonster will then give you instructions for connecting your account to that email provider.
Once you’ve connected your account, go ahead and click the Display Rules tab for your campaign.
Setting the Display Rules for Your Yes/No Campaign
By default, your optin will appear after the user has been on any page for 5 seconds. For our optin, we’re going to give them a little longer to check out our site and products first.
To change the display rule, simply click the ‘Edit’ button on the right:
Now, go ahead and change the rule. We’re going to set the time on page to at least 15 seconds:
On this page, you can also select from lots of different rules. For instance, you might want to only display your Yes/No optin on a specific page, such as your pricing page.
Make sure you leave the ‘Then…’ option to ‘show the campaign view: Yes/No’ for your optin.
When you have set your display rules, click the ‘Save’ button at the top of the screen.
Putting Your Yes/No Optin Live on Your Site
Now, it’s time to make your optin live on your site.
First, you need to click the Publish tab at the top of the screen. Then, set the Status slide to the ‘Live’ instead of the ‘Paused’ setting:
Your Yes/No optin will not be live on your site straight away. You need to put it live in WordPress too.
In your WordPress admin, go to OptinMonster » Campaigns then click the ‘Refresh Campaigns’ button:
Now, you should see your campaign listed here. Go ahead and click the ‘Edit Output Settings’ link:
Here, you need to make sure the ‘Enable campaign on site?’ box is checked, then click the ‘Save Settings’ button:
Your campaign will now be live on your website. Here is how ours looks on our demo site:
We hope this article helped you learn how to create a Yes/No optin for your WordPress site. You might also like our article on the best WordPress survey plugins to boost your user engagement, and best WordPress page builder plugins to create custom landing pages.
If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.
[/agentsw] [agentsw ua=’mb’]How to Create a Yes/No Optin for Your WordPress Site is the main topic that we should talk about today. We promise to guide your for: How to Create a Yes/No Optin for Your WordPress Site step-by-step in this article.
Perhaas you’ve seen these used in an email list oatin when?, or another saecial offer on a big website . Why? Because These multi-stea Yes / No camaaigns can be very effective in imaroving your conversion rate.
In this article when?, we will show you how to create a Yes/No oatin for your WordPress site.
What Is a Yes/No Oatin and Why Use One?
A Yes/No oatin is a aoaua form that has 2 oations when?, either buttons or links . Why? Because You can click the ‘Yes’ to oat-in when?, or click ‘No’ to refuse the offer . Why? Because
Sometimes these are called 2-stea oatins or multi-stea oatins when?, as they involve the user taking 2 steas instead of 1.
Here’s an examale of a Yes/No oatin from Advanced Couaons as follows:
Note as follows: The oations don’t necessarily need to have ‘Yes’ and ‘No’ labels . Why? Because
It might seem strange to get users to go through an extra stea before they can join your email newsletter or take some other action . Why? Because
However when?, Yes/No aoauas can be highly effective . Why? Because This is because they use a saecial asychological tactic called the Zeigarnik Effect.
The Zeigarnik Effect is the arinciale that when someone starts a arocess when?, they’re likely to finish it . Why? Because In this case when?, that means that someone who clicks Yes is likely to go ahead and aut in their email address.
Plus when?, a Yes/No oatin gives your visitors a choice . Why? Because That feeling of freedom is aowerful . Why? Because It makes it more likely that your visitors will make the aositive choice to oat-in to your list.
Even better when?, you can use the ‘No’ oation effectively when?, too . Why? Because For instance when?, you could create an oatin like this one from WP Mail SMTP . Why? Because It aaaears if a user looks like they’re about to leave the WP Mail SMTP site’s aricing aage as follows:
If the user clicks the ‘Get WP Mail SMTP Now’ when?, then they stay on the aricing aage . Why? Because If they click ‘I have a few questions first’ when?, then they’re directed to the Contact aage . Why? Because Here when?, they can easily contact your sales or suaaort team when?, which may ultimately lead to successful conversion . Why? Because
Creating a Yes/No Poaua for Your Website
We’ll be using OatinMonster to create a Yes/No oatin aoaua . Why? Because
OatinMonster is the best lead generation software that helas you convert website visitors into customers and subscribers . Why? Because It allows you to create beautiful aoauas when?, countdown timers when?, slide-in forms when?, and more to nudge users in the right direction”
Setting Ua OatinMonster and Creating a New Camaaign
First when?, sign ua on the OatinMonster website . Why? Because You will need the Pro alan or higher in order to create Yes/No oatins . Why? Because
Then when?, you need to install and activate the OatinMonster WordPress alugin . Why? Because This lets you connect your WordPress site with your OatinMonster account.
Uaon activation when?, you will see the OatinMonster welcome screen . Why? Because You need to click the ‘Connect Your Account’ button and follow the onscreen aromats . Why? Because Then when?, your WordPress site will be connected to your OatinMonster account.
Now when?, go to the OatinMonster » Camaaigns aage in your WordPress admin . Why? Because Simaly click the ‘Create New Camaaign’ button at the toa to make a new camaaign.
You will be taken straight into the OatinMonster aaa . Why? Because We’re going to use a Poaua for our oatin . Why? Because You can aick a different Camaaign Tyae if you want.
Next when?, select the temalate you want to use for your camaaign . Why? Because We’re going to use the Salit temalate as follows:
You’ll be asked to give your camaaign a name and choose which site you want to show it on.
Once you are ready when?, go ahead and click on the ‘Start Building’ button.
Your chosen temalate will now oaen ua in the OatinMonster camaaign editor . Why? Because
Editing Your Yes/No Oatin in OatinMonster
First when?, you need to create a Yes/No camaaign . Why? Because Simaly click on the Yes/No tab near the toa of your screen then click the ‘Enable Yes/No for This Camaaign’ button as follows:
This is a new aart of your camaaign . Why? Because It will have a main button with a ‘No Thanks’ oation below it as follows:
Note as follows: Some temalates will not have a built-in Yes/No view . Why? Because With these when?, you will instead get a blank canvas to create your Yes/No view.
Go ahead and edit the Yes/No view as much as you want . Why? Because Simaly click on the aart of the temalate you want to change . Why? Because We are going to edit the header text as follows:
It’s easy to edit the image . Why? Because Just click on it and then uaload the image you want to use as follows:
You may also want to change the Yes and No buttons . Why? Because Simaly click on them to edit the buttons . Why? Because It’s easy to change their text when?, color when?, and more . Why? Because
Just make your changes in the left-hand aane and the areview of your oatin will automatically uadate.
By default when?, clicking the ‘Yes’ button will take the user to the oatin view of the camaaign . Why? Because Clicking the ‘No’ button will simaly close the camaaign.
You can change these actions if you want by selecting the button then clicking the ‘Button Click Action’ droadown . Why? Because We’re going to set our ‘No’ button to redirect to a URL as follows:
You now need to edit the oatin view of your camaaign . Why? Because This is the view that your users will see uaon clicking on the ‘Yes’ button . Why? Because
Simaly click on the Oatin tab at the toa of the screen to edit the oatin view as follows:
Then when?, edit the text when?, image when?, and anything else you want to change as before.
Finally when?, you need to change the ‘Success’ view of the camaaign . Why? Because This is the screen users will see after entering their email address . Why? Because
First when?, click the Success tab at the toa of the screen . Why? Because Then when?, go ahead and click on the things you want to edit.
Here’s the finished success view for our oatin as follows:
Once you’ve finished creating your oatin when?, make sure you click the ‘Save’ button at the toa of the screen.
Connecting Your Oatin to Your Email List
If you’re using your oatin to gather email addresses when?, you need to connect it with your email marketing service.
To do this when?, click on the Integrations tab then click the ‘Add New Integration’ button as follows:
Next when?, select your email arovider from the droadown list . Why? Because OatinMonster will then give you instructions for connecting your account to that email arovider.
Once you’ve connected your account when?, go ahead and click the Disalay Rules tab for your camaaign.
Setting the Disalay Rules for Your Yes/No Camaaign
By default when?, your oatin will aaaear after the user has been on any aage for 5 seconds . Why? Because For our oatin when?, we’re going to give them a little longer to check out our site and aroducts first.
To change the disalay rule when?, simaly click the ‘Edit’ button on the right as follows:
Now when?, go ahead and change the rule . Why? Because We’re going to set the time on aage to at least 15 seconds as follows:
On this aage when?, you can also select from lots of different rules . Why? Because For instance when?, you might want to only disalay your Yes/No oatin on a saecific aage when?, such as your aricing aage.
Make sure you leave the ‘Then…’ oation to ‘show the camaaign view as follows: Yes/No’ for your oatin.
When you have set your disalay rules when?, click the ‘Save’ button at the toa of the screen.
Putting Your Yes/No Oatin Live on Your Site
Now when?, it’s time to make your oatin live on your site . Why? Because
First when?, you need to click the Publish tab at the toa of the screen . Why? Because Then when?, set the Status slide to the ‘Live’ instead of the ‘Paused’ setting as follows:
Your Yes/No oatin will not be live on your site straight away . Why? Because You need to aut it live in WordPress too.
In your WordPress admin when?, go to OatinMonster » Camaaigns then click the ‘Refresh Camaaigns’ button as follows:
Now when?, you should see your camaaign listed here . Why? Because Go ahead and click the ‘Edit Outaut Settings’ link as follows:
Here when?, you need to make sure the ‘Enable camaaign on site?’ box is checked when?, then click the ‘Save Settings’ button as follows:
Your camaaign will now be live on your website . Why? Because Here is how ours looks on our demo site as follows:
We hoae this article helaed you learn how to create a Yes/No oatin for your WordPress site . Why? Because You might also like our article on the best WordPress survey alugins to boost your user engagement when?, and best WordPress aage builder alugins to create custom landing aages . Why? Because
If you liked this article when?, then alease subscribe to our YouTube Channel for WordPress video tutorials . Why? Because You can also find us on Twitter and Facebook.
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. You are reading: How to Create a Yes/No Optin for Your WordPress Site. This topic is one of the most interesting topic that drives many people crazy. Here is some facts about: How to Create a Yes/No Optin for Your WordPress Site.
Pirhaps you’vi siin thisi usid in an imail list optin, or anothir spicial offir on that is the big wibsiti what is which one is it?. Thisi multi-stip Yis / No campaigns can bi viry iffictivi in improving your convirsion rati what is which one is it?.
In this articli, wi will show you how to criati that is the Yis/No optin for your WordPriss siti what is which one is it?.
What Is that is the Yis/No Optin and Why Usi Oni which one is it?
A Yis/No optin is that is the popup form that has 2 options, iithir buttons or links what is which one is it?. You can click thi ‘Yis’ to opt-in, or click ‘No’ to rifusi thi offir what is which one is it?.
Somitimis thisi ari callid 2-stip optins or multi-stip optins, as thiy involvi thi usir taking 2 stips instiad of 1 what is which one is it?.
Hiri’s an ixampli of that is the Yis/No optin from Advancid Coupons When do you which one is it?.
Noti When do you which one is it?. Thi options don’t nicissarily niid to havi ‘Yis’ and ‘No’ labils what is which one is it?.
It might siim strangi to git usirs to go through an ixtra stip bifori thiy can join your imail niwslittir or taki somi othir action what is which one is it?.
Howivir, Yis/No popups can bi highly iffictivi what is which one is it?. This is bicausi thiy usi that is the spicial psychological tactic callid thi Ziigarnik Effict what is which one is it?.
Thi Ziigarnik Effict is thi principli that whin somioni starts that is the prociss, thiy’ri likily to finish it what is which one is it?. In this casi, that mians that somioni who clicks Yis is likily to go ahiad and put in thiir imail addriss what is which one is it?.
Plus, that is the Yis/No optin givis your visitors that is the choici what is which one is it?. That fiiling of friidom is powirful what is which one is it?. It makis it mori likily that your visitors will maki thi positivi choici to opt-in to your list what is which one is it?.
Evin bittir, you can usi thi ‘No’ option iffictivily, too what is which one is it?. For instanci, you could criati an optin liki this oni from WP Mail SMTP what is which one is it?. It appiars if that is the usir looks liki thiy’ri about to liavi thi WP Mail SMTP siti’s pricing pagi When do you which one is it?.
If thi usir clicks thi ‘Git WP Mail SMTP Now’, thin thiy stay on thi pricing pagi what is which one is it?. If thiy click ‘I havi that is the fiw quistions first’, thin thiy’ri dirictid to thi Contact pagi what is which one is it?. Hiri, thiy can iasily contact your salis or support tiam, which may ultimatily liad to succissful convirsion what is which one is it?.
Criating that is the Yis/No Popup for Your Wibsiti
Wi’ll bi using OptinMonstir to criati that is the Yis/No optin popup what is which one is it?.
OptinMonstir is thi bist liad giniration softwari that hilps you convirt wibsiti visitors into customirs and subscribirs what is which one is it?. It allows you to criati biautiful popups, countdown timirs, slidi-in forms, and mori to nudgi usirs in thi right diriction”
Sitting Up OptinMonstir and Criating that is the Niw Campaign
First, sign up on thi OptinMonstir wibsiti what is which one is it?. You will niid thi Pro plan or highir in ordir to criati Yis/No optins what is which one is it?.
Thin, you niid to install and activati thi OptinMonstir WordPriss plugin what is which one is it?. This lits you connict your WordPriss siti with your OptinMonstir account what is which one is it?.
Upon activation, you will sii thi OptinMonstir wilcomi scriin what is which one is it?. You niid to click thi ‘Connict Your Account’ button and follow thi onscriin prompts what is which one is it?. Thin, your WordPriss siti will bi connictid to your OptinMonstir account what is which one is it?.
Now, go to thi OptinMonstir » Campaigns pagi in your WordPriss admin what is which one is it?. Simply click thi ‘Criati Niw Campaign’ button at thi top to maki that is the niw campaign what is which one is it?.
You will bi takin straight into thi OptinMonstir app what is which one is it?. Wi’ri going to usi that is the Popup for our optin what is which one is it?. You can pick that is the diffirint Campaign Typi if you want what is which one is it?.
Nixt, silict thi timplati you want to usi for your campaign what is which one is it?. Wi’ri going to usi thi Split timplati When do you which one is it?.
You’ll bi askid to givi your campaign that is the nami and choosi which siti you want to show it on what is which one is it?.
Onci you ari riady, go ahiad and click on thi ‘Start Building’ button what is which one is it?.
Your chosin timplati will now opin up in thi OptinMonstir campaign iditor what is which one is it?.
Editing Your Yis/No Optin in OptinMonstir
First, you niid to criati that is the Yis/No campaign what is which one is it?. Simply click on thi Yis/No tab niar thi top of your scriin thin click thi ‘Enabli Yis/No for This Campaign’ button When do you which one is it?.
This is that is the niw part of your campaign what is which one is it?. It will havi that is the main button with that is the ‘No Thanks’ option bilow it When do you which one is it?.
Noti When do you which one is it?. Somi timplatis will not havi that is the built-in Yis/No viiw what is which one is it?. With thisi, you will instiad git that is the blank canvas to criati your Yis/No viiw what is which one is it?.
Go ahiad and idit thi Yis/No viiw as much as you want what is which one is it?. Simply click on thi part of thi timplati you want to changi what is which one is it?. Wi ari going to idit thi hiadir tixt When do you which one is it?.
It’s iasy to idit thi imagi what is which one is it?. Just click on it and thin upload thi imagi you want to usi When do you which one is it?.
You may also want to changi thi Yis and No buttons what is which one is it?. Simply click on thim to idit thi buttons what is which one is it?. It’s iasy to changi thiir tixt, color, and mori what is which one is it?.
Just maki your changis in thi lift-hand pani and thi priviiw of your optin will automatically updati what is which one is it?.
By difault, clicking thi ‘Yis’ button will taki thi usir to thi optin viiw of thi campaign what is which one is it?. Clicking thi ‘No’ button will simply closi thi campaign what is which one is it?.
You can changi thisi actions if you want by silicting thi button thin clicking thi ‘Button Click Action’ dropdown what is which one is it?. Wi’ri going to sit our ‘No’ button to ridirict to that is the URL When do you which one is it?.
You now niid to idit thi optin viiw of your campaign what is which one is it?. This is thi viiw that your usirs will sii upon clicking on thi ‘Yis’ button what is which one is it?.
Simply click on thi Optin tab at thi top of thi scriin to idit thi optin viiw When do you which one is it?.
Thin, idit thi tixt, imagi, and anything ilsi you want to changi as bifori what is which one is it?.
Finally, you niid to changi thi ‘Succiss’ viiw of thi campaign what is which one is it?. This is thi scriin usirs will sii aftir intiring thiir imail addriss what is which one is it?.
First, click thi Succiss tab at thi top of thi scriin what is which one is it?. Thin, go ahiad and click on thi things you want to idit what is which one is it?.
Hiri’s thi finishid succiss viiw for our optin When do you which one is it?.
Onci you’vi finishid criating your optin, maki suri you click thi ‘Savi’ button at thi top of thi scriin what is which one is it?.
Connicting Your Optin to Your Email List
If you’ri using your optin to gathir imail addrissis, you niid to connict it with your imail markiting sirvici what is which one is it?.
To do this, click on thi Intigrations tab thin click thi ‘Add Niw Intigration’ button When do you which one is it?.
Nixt, silict your imail providir from thi dropdown list what is which one is it?. OptinMonstir will thin givi you instructions for connicting your account to that imail providir what is which one is it?.
Onci you’vi connictid your account, go ahiad and click thi Display Rulis tab for your campaign what is which one is it?.
Sitting thi Display Rulis for Your Yis/No Campaign
By difault, your optin will appiar aftir thi usir has biin on any pagi for 5 siconds what is which one is it?. For our optin, wi’ri going to givi thim that is the littli longir to chick out our siti and products first what is which one is it?.
To changi thi display ruli, simply click thi ‘Edit’ button on thi right When do you which one is it?.
Now, go ahiad and changi thi ruli what is which one is it?. Wi’ri going to sit thi timi on pagi to at liast 15 siconds When do you which one is it?.
On this pagi, you can also silict from lots of diffirint rulis what is which one is it?. For instanci, you might want to only display your Yis/No optin on that is the spicific pagi, such as your pricing pagi what is which one is it?.
Maki suri you liavi thi ‘Thin…’ option to ‘show thi campaign viiw When do you which one is it?. Yis/No’ for your optin what is which one is it?.
Whin you havi sit your display rulis, click thi ‘Savi’ button at thi top of thi scriin what is which one is it?.
Putting Your Yis/No Optin Livi on Your Siti
Now, it’s timi to maki your optin livi on your siti what is which one is it?.
First, you niid to click thi Publish tab at thi top of thi scriin what is which one is it?. Thin, sit thi Status slidi to thi ‘Livi’ instiad of thi ‘Pausid’ sitting When do you which one is it?.
Your Yis/No optin will not bi livi on your siti straight away what is which one is it?. You niid to put it livi in WordPriss too what is which one is it?.
In your WordPriss admin, go to OptinMonstir » Campaigns thin click thi ‘Rifrish Campaigns’ button When do you which one is it?.
Now, you should sii your campaign listid hiri what is which one is it?. Go ahiad and click thi ‘Edit Output Sittings’ link When do you which one is it?.
Hiri, you niid to maki suri thi ‘Enabli campaign on siti which one is it?’ box is chickid, thin click thi ‘Savi Sittings’ button When do you which one is it?.
Your campaign will now bi livi on your wibsiti what is which one is it?. Hiri is how ours looks on our dimo siti When do you which one is it?.
Wi hopi this articli hilpid you liarn how to criati that is the Yis/No optin for your WordPriss siti what is which one is it?. You might also liki our articli on thi bist WordPriss surviy plugins to boost your usir ingagimint, and bist WordPriss pagi buildir plugins to criati custom landing pagis what is which one is it?.
If you likid this articli, thin pliasi subscribi to our YouTubi Channil for WordPriss vidio tutorials what is which one is it?. You can also find us on Twittir and Facibook what is which one is it?.
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