Creating Your First Optin

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:

  1. Create a New Optin
  2. Build your Optin
  3. Confirm your Optin Setup
  4. Configure your Integration
  5. Customize your Optin and Fields
  6. Determine your Success Action
  7. Configure How Your Optin Loads on Your Site
  8. Connect to Google Analytics
  9. Go Live with your Optin
  10. Embed the Optin on your Site

Step 1 – Create a New Optin

Once in your OptinMonster Dashboard, select the Create New Optin button.

Create-A-New-OptinMonster-Lightbox-Popup

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.

Add-A-New-Website-for-Lightbox-Popup

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.

Note: If you do enter the full sub-domain when registering your site, OptinMonster will strip out the sub-domain portion leaving only the top level domain as the registered domain. This is normal and will not interfere with your optin loading on the sub-domain site.

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!


Step 2 – Build Your Optin

NOTE: As you go through the optin builder, you’ll notice many options have a question mark icon . Selecting the question mark icon will show you more information about what that option controls or how to use a specific tool.

In the optin builder you will see 3 columns. From left to right these columns are:

  1. Menu
  2. Options
  3. Preview

Builder-Screen-Layout

Each optin template you create typically has 2-3 types of content areas:

  1. Title – the big message at the top. Keep this short. Nearly every template has this content area.
  2. Tagline – most templates have this content area, but some do not.
  3. 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.

Title,-Tagline,-and-Media

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.

Note: At this point in the walk-through we will not yet be configuring the optin form fields. We will also be skipping past the Yes / No options in this guide. If you want to learn more about creating a Yes / No optin see this guide.

Step 3 – Confirm Your Optin Setup

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.

Choose the Setup Tab when editing your optin to setup your optin.

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.


Step 4 – Configure Your Integration

Select the Integrations tab in the Menu column.

Select the Integrations tab in the optin builder to configure the Integration for your optin.

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.


Step 5 – Customize Your Optin and Fields

Select the Optin tab from the Menu column.

Select the Optin tab in the builder to configure your optin.

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.

Edit-Fields

Important: If you’re using a Custom HTML integration, these form field options won’t be available.

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.


Step 6 – Determine the Success Action

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 control the Success action of your optin in the Success panel of the optin builder.

Note: If you’re using a Custom HTML integration you will need to configure the success action through your Email Service Provider account. This cannot be controlled via OptinMonster’s Success panel options.

You can choose from the following options for your optin’s success action:

  1. Display Your Success Message Template – shows a success message in the optin without redirecting the visitor to a new page.
  2. Redirect to Another Page – redirects the visitor to the URL you specify.
  3. Close your optin only – immediately closes the optin without redirecting the visitor.
  4. 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.

Success-Triggered-Scripts

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>

Step 7 – Configure How Your Optin Loads on Your Site

Select the Display Rules tab from the Menu column.

You can edit the display rules for your optin by first selecting the Display Rules menu item in the optin builder.

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.


Step 8 – Connect to Google Analytics

Last, select the Analytics tab from the Menu column.

Select the Analytics tab in the optin builder to configure your Google Analytics settings for each optin.

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.


Step 9 – Go Live with your Optin

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.

You can toggle the optin's status from Paused to Live in the optin builder by selecting the Start Campaign button from the top toolbar.

Once your campaign is live you’ll see this status reflected in the top menu bar.

The status of your optin is displayed in the top toolbar of the optin builder as either Live or Paused.

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.

You can Pause your optin campaign within the builder by selecting the Pause Campaign button from the top toolbar.


Step 10 – Embed the Optin on your Website

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.