How to Create A Yes / No Optin with OptinMonster

Do you want to create a two-step Yes/No campaign or replace the default form with buttons? Its super easy with the latest version of the campaign Builder! Review the instructions below to see examples of how easy it is to add a Yes / No campaign form to your site!

NOTE: You must have a Pro Subscription to use Yes / No campaigns. If you don’t, you’ll have to purchase a subscription or upgrade.  Also, this guide presumes that you have already read the Creating Your First Campaign guide, or are already familiar with creating campaigns.
  1. Enable Yes / No Buttons
  2. Configure the Yes Button
  3. Configure the No Button (optional)

Step 1 – Enable Yes / No Buttons

In the campaign Builder, select the Yes / No tab.

Yes No Tab in the Campaign Builder

In the Yes / No panel you’ll have the option to Enable Yes / No Buttons.

Enable Yes No Buttons in the Campaign Builder

Once enabled you’ll immediately see Yes / No buttons where the campaign form used to appear in your campaign.  Select one of the Yes / No Theme options that most closely matches the design you prefer, and continue to configure the Yes / No campaign.

Yes No Buttons

Step 2 – Configure the Yes Button

Next, you’ll want to configure the Yes Button settings for your campaign. The following options will appear in the Yes Button section:

Yes Text

The text that should appear on the Yes button

Yes Action

Provides a choice of options that will be triggered by a user clicking Yes in the campaign:

  • Show an Optin Form: When a user clicks Yes, this selection will replace the Yes/No buttons with the campaign and theme selected within the Optin panel (for example: a campaign for newsletter subscription with a mail integration)
  • Redirect to a New Page: When a user clicks Yes, this selection will close the Yes/No campaign and redirect the user to a specific page entered in the Yes Redirect URL field (see below)
  • Close the Optin and Reload the Page: When a user clicks Yes, this selection will close the Yes/No campaign and reload the page the user was on when the campaign was originally triggered
  • Close the Optin: When a user clicks Yes, this selection will simply close the Yes/No campaign and return the user to the page they were on when the campaign was triggered without reloading the page
Yes Redirect URL (this option shown only if the Yes Action mentioned above is set to Redirect to a New Page)

The URL a user will be redirected to after clicking Yes

Yes Color

Selects the color for the Yes button text

Yes Background Color

Selects the color for the Yes button itself

Yes Border Color

Selects the color for the Yes button border

Yes Font

Selects the font for the Yes button text

Yes Button Section

Step 3 – Configure the No Button (optional)

You can optionally configure the No Button for your campaign as well. If you don’t want to display a No button simply disable it in the No Button section.

Enable / Disable the No Button

If enabled, the following additional options will be available (NOTE: these are identical to the options outlined under Yes Button, above):

No Text

The text that should appear on the No button

No Action

Provides a choice of options that will be triggered by a user clicking No in the campaign:

  • Show an Optin Form — When a user clicks No, this selection will replace the Yes/No buttons with the campaign and theme selected within the Optin panel (for example: a campaign for newsletter subscription with a mail integration)
  • Redirect to a New Page — When a user clicks No, this selection will close the Yes/No campaign and redirect the user to a specific page entered in the No Redirect URL field (see below)
  • Close the Optin and Reload the Page — When a user clicks No, this selection will close the Yes/No campaign and reload the page the user was on when the campaign was originally triggered
  • Close the Optin — When a user clicks No, this selection will simply close the Yes/No campaign and return the user to the page they were on when the campaign was triggered without reloading the page
No Redirect URL (this option shown only if the No Action mentioned above is set to Redirect to a New Page)

The URL a user will be redirected to after clicking No

No Color

Selects the color for the No button text

No Background Color

Selects the color for the No button itself

No Border Color

Selects the color for the No button border

No Font

Selects the font for the No button text

 

No Button Section

That’s it, you have successfully created a Yes / No two step campaign!

Looking for additional tips, in-depth examples, and creative uses for Yes / No campaigns? See our article on creative ways to use Yes/No Optin Forms.


Frequently Asked Questions (FAQ)

Q:  Can I add a Yes / No campaign form to an existing optin/campaign?

A:  Absolutely!  Adding a Yes / No campaign form is an excellent way to boost conversions for a new or existing campaign campaign.


Q:  Can I create an Yes / No Campaign that does not collect any information? Can I create a Yes/No Campaign that redirects a user to another page?

A:  Yes, you can create a Yes / No form campaign that redirects to a new page, reloads the current page, or simply closes the campaign based on user response.


Q:  Where can I find more information on ways to use custom Yes / No campaign forms to my benefit?

A:  For additional tips, in-depth examples, and creative uses for Yes / No campaigns, see this page.