How to Test an OptinMonster Optin

Would you like to test your optins in OptinMonster? Are you wanting to test and make sure everything is working correctly before showing your optins to your visitors?

Depending on your your set-up, there are 2 ways to test OptinMonster

  1. Any Website
  2. WordPress Sites

How to Test OptinMonster on Any Website

To test your optin, set the Display Rules to have the optin load only on a single page of your site. Our page-slug guide will show you how to target specific pages.

Your way of testing will be the following:

1) Create Test Page on Site

Create a Test Page on the site. Preferably this page should not be indexed, not allowed for bots, etc. Something like: yoursite.com/test. The slug shown on the previous URL is: test

2) Set Up Optin for Testing

For the optin that is being tested, go to your Display Rules → Where Should This Campaign Load? → Visitors Browsing These Pages → and then make it exactly matches test (or whatever is the right URL path for your test page. If the URL is yoursite.com/my-optinmonster-test-page then your slug would be my-optinmonster-test-page).

add-test-page-slug-for-testing-in-optinmonster

Confirm that the Optin is LIVE. This is located on the top-right area of your Builder Screen when editing your optin.

3) Test Optin via Google Chrome

Preferably, using Google Chrome and its Incognito Mode (as this ignores previous web browser cache and cookies), go test your optin on your test page.

testing-optinmonster-on-a-test-page

Every time you need to test again, close your Incognito Window and then open up a new Incognito window as this refreshes the session.

4) Final Testing

After your initial testing for time delay, scroll detection, etc. you can then finish the testing by setting your page-targeting rules for the page(s) in question. Remember to use Google Chrome’s Incognito mode every time you want to test as each new Incognito Session disregards the browser’s cache and cookies.

Are you a Pro User? If so, instead of using the page-slug rule for testing, you could add a parameter rule instead. Set a parameter with your key to: om-test and your value to: true. If you’re testing on your homepage, you could put this in your browser to see the optin: http://yourwebsite.com/?om-test=true (assuming you don’t have any other Display Rules needing to pass, such as having a certain cookie present, 3 page view, etc.)

How to Test OptinMonster on WordPress

Testing on WordPress has changed over time and the following presumes you are running the latest version of the plugin, and at the very least running 1.1.5.x or higher. Check out the changelog for our WordPress Plugin and go ahead and update your plugin if you have not done so already.

1) Confirm Optin is Fully Setup and Live

Before any testing can occur, the optin must be fully setup (integration, etc.) and its status must be live. Please review our Creating Your First Optin guide if you need assistance creating or editing your optin.

2) Refresh List

After your optin is updated and ready to test, go to your plugin. In the Optins sub-menu there is a button titled Refresh List. Click that. This is very important to do anytime you make changes (especially when making changes involving shortcodes).

3) Edit the Output Settings of Optin

For the optin you are testing, click on the link that says “Edit Output Settings” that is underneath your optin’s title.

On the next screen, you will see an option titled: Who should see this optin?. Change the setting to: “Show optin to only users (logged in)“.

wp-plugin-output-settings-logged-in-users-only

4) Clear Local Cookies

The next thing to do is to clear out all of OptinMonster’s cookies on your web-browser (and only yours), so that you can properly test.

Go to the Optins sub-menu. Click the button that says Clear Local Cookies.
clear-local-optinmonster-cookies-on-user-browser

5) Test and test again!

You’re now free to test your optins according to the Display Rules that you have set. If you need to test again, just follow Step 4 again above and clear out your local cookies.

When you are ready to go live, don’t forget to update your output settings again so that both logged-in users and visitors can view your optins.