This walk-through is designed to be straight-forward and to take you step-by-step in creating and publishing your first optin. Go ahead and login to your OptinMonster account and navigate to your Dashboard to begin creating your first optin.
Table of Contents:
- Create a New Optin
- Build your Optin
- Confirm your Optin Setup
- Configure your Integration
- Customize your Optin and Fields
- Determine your Success Action
- Configure How Your Optin Loads on Your Site
- Connect to Google Analytics
- Go Live with your Optin
- Embed the Optin on your Site
Once in your OptinMonster Dashboard, select the Create New Optin button.
Next, enter a name for your optin. After that, add or select the website where you will load your optin. If this is your first time, select the Add a new website link to get started.
From here you can add a title (internal use only) and the domain for your website. If your optin is only for a sub-domain, enter the main domain, do not worry about the sub-domain.
After you Save your new domain you can then select the template you want to use for your optin.
On the next screen you’ll be able to further customize your optin. Ready? Let’s get started!
In the optin builder you will see 3 columns. From left to right these columns are:
Each optin template you create typically has 2-3 types of content areas:
- Title – the big message at the top. Keep this short. Nearly every template has this content area.
- Tagline – most templates have this content area, but some do not.
- Media – this varies by optin template, but they will either have an image placeholder where you can upload an image (image size – max 2 megabytes) or you can put a URL to a video.
You can edit these fields by clicking on them in the preview column.
Go ahead and edit your Tag, Tagline, and Media now.
All done? Good.
Next select Setup tab in the Menu column to show the available settings in the options column. Most defaults in this next area are probably sufficient, but you can decide if you want to make any changes.
In the Setup panel, scroll down to the General Optin Settings section. In this section you can modify your Optin’s Title (internal use), and also select the domain(s) your optin can load on. You completed both of these when first creating your optin, but it’s useful to know where these settings are if you need to change either of these for your optin in the future.
In this same panel you can configure your optin-specific cookies. If you’re not sure what values to specify, the default values for your optin are a good place to start.
Select the Integrations tab in the Menu column.
In this panel we have a list of Native Integrations that you can easily connect with. Select the Email Provider dropdown to choose the Email Service Provider you wish to use for your optin.
Alternatively, you can select the Custom HTML option. Choosing this integration option will display a Custom HTML Form Code field so you can embed your own html form.
Select the Optin tab from the Menu column.
If you’re using one of our native Email Service Provide integrations you will have the option to customize the form fields in this panel of the optin builder. You’ll see options for enabling/disabling the First Name field, customizing each form field’s placeholder text, colors, font-family and more.
Also, if you want to show a Privacy Statement in your optin you can enable that option here too. Once you enable the Privacy Statement, direct-select the default privacy statement text in the Preview column to edit it. For more information on the Privacy Statement, check out our documentation.
If you want to style your optin using CSS, you can open the Setup panel, scroll down to the General Optin Settings section, and add your custom CSS to the Custom CSS field following our guide.
You’re almost done! Select the Success tab from the Menu column.
If you’re using a Native Integration, you can specify the behavior of your optin when visitors submit the optin form.
You can choose from the following options for your optin’s success action:
- Display Your Success Message Template – shows a success message in the optin without redirecting the visitor to a new page.
- Redirect to Another Page – redirects the visitor to the URL you specify.
- Close your optin only – immediately closes the optin without redirecting the visitor.
- Close your optin AND reload the page – immediately closes the optin and then redirects the visitor to the URL you specify.
In addition, you can now run Success Scripts: Scripts (things like tracking pixels or analytics events) that are triggered immediately once the visitor has opted in successfully to your campaign.
The Success Triggers will run even if you are using Custom HTML or Canvas as long as your submit button is an input element. More information about the input HTML element can be found here. The main thing is that there should be some html like this:
<input type="submit" value="Click Here!"></input>
Select the Display Rules tab from the Menu column.
The Display Rules area is one of the most powerful features of OptinMonster. There are countless display rule configurations you can create.
The Rules Engine is very user friendly with its onscreen advice. In general you can determine:
- When should the popup appear?
- Who should see the popup?
The best thing about OptinMonster’s Display Rules is that you can add very simple or complex rules based on your own specific needs.
For now, under the When should the popup appear? section, leave the default option of After ‘X’ seconds. The default is a time delay of 5 seconds, which is a great place to start.
Under Who should see the popup? section, also leave it on the default option of Visitors browsing one of these pages. By default, it can show on every page where the embed code is present.
This means that if the optin embed code is loading in the template file of every page of your site, then your optin will potentially show up on every page of your site after 5 seconds have passed.
See our page level targeting guide for more details on using the Display Rules.
Almost done, the last thing to do is set up your analytics.
Last, select the Analytics tab from the Menu column.
OptinMonster uses GoogleAnalytics to measure your optins impression and conversion statistics. If you have already connected your Google Analytics, just select your account from the Google Analytics Account dropdown.
However, since this is likely your first Optin, you can follow the onscreen prompts by selecting the Add new account option. For a detailed walk-through, check out our guide here.
When you create a new optin, it’s Paused by default.
Once you’ve finished configuring your optin and it’s ready to be displayed on your site, hover over the status bar in the top menu and choose Start Campaign.
Once your campaign is live you’ll see this status reflected in the top menu bar.
Need to pause your campaign again? You can do that in the optin builder too; simply hover over the status bar again and this time choose Pause Campaign.
The only thing left to do is embed the optin on your site and begin converting visitors!
OptinMonster can be used on any website as long as you can add our embed code. Check out our platform guides for more details.