Old WordPress Customers Migrating to the New OptinMonster App

In May 2015, OptinMonster moved from a WordPress-only plugin, to a SaaS platform. This means OptinMonster can be used on any website, among other benefits. Read more about all the reasons we moved to a Saas.

If you are still using the WordPress-only OptinMonster plugin you will want to migrate to the new platform as soon as possible to take advantage of the latest features. Migrating to the new hosted platform is very easy! I’ve broken up this thorough documentation into a few different sections for your convenience:

  1. Update the Current OptinMonster Plugin
  2. Install and Activate the New OptinMonster API Plugin
  3. Connect the OptinMonster API Plugin to Your OptinMonster Account
  4. Migrate Your Campaigns
  5. Verify the Migration
  6. Deactivate and Delete the Old OptinMonster Plugin
  7. Submit Any Issues


Step 1 – Update the Current OptinMonster Plugin

To ensure a smooth, trouble-free migration, confirm that your site has version 2.1.7 of the OptinMonster plugin installed.
This version of the OptinMonster plugin includes specific fixes for migrating your campaigns to our hosted platform.


Step 2 – Install and Activate the New OptinMonster API Plugin

Once your site has OptinMonster v2.1.7 running, you’re ready to install the new OptinMonster API plugin. There are two ways you can install this plugin:

  1. Automatically through the WordPress plugin repository. View the OptinMonster API plugin in the WordPress plugin repository.
  2. Manually by downloading the plugin then installing it through the WordPress Admin > Plugins > Add New > Upload Plugin screen. Download the OptinMonster API plugin.

Once you’ve installed the plugin be sure to Activate it.


Step 3 – Connect the OptinMonster API Plugin to Your OptinMonster Account

When you first install the new OptinMonster API plugin, you will see a welcome screen.

Connect to OptinMonster Account Button

Click the button titled Connect Your Account. This will take you to the API Credentials Screen.

Enter OptinMonster API Credentials

Before you can migrate your campaigns, you’ll need to generate API Credentials and connect the OptinMonster API plugin to your OptinMonster account. Follow our documentation How the OptinMonster API Key Works with WordPress to complete this step.

Now that you have connected the OptinMonster API plugin to your OptinMonster account, you are ready to move on to the next section!


Step 4 – Migrate Your Campaigns

If you have used OptinMonster on the current website at any point in the past, our new WordPress connector plugin will detect that for you and display a “Migrate” tab that you can click on. Clicking on the Migrate tab will bring you to a simple screen where you can click on the “Migrate” button to begin the migration process.

Click "Migrate" Button to Migrate your Campaigns to OptinMonster

Once the migration has completed, you will be given a screen showing some details about the entire migration process. It will look similar to the screenshot below.

OptinMonster Migration Results


Step 5 – Verify the Migration

Now that the migration process has completed, you should go ahead and verify that everything has been moved over properly. I would first recommend that you head over to your OptinMonster account and verify that the campaigns are present and migrated. Here is a screenshot from the successful migration I ran for testing out this documentation manual.

The OptinMonster Dashboard will show you an overview of all campaigns in your account, sorted by domain.

Once you’ve confirmed your campaigns have been migrated properly, there are some additional steps you’ll need to take to finish setting up your campaigns on the new hosted platform. As I have said previously, we have done everything in our power to make this transition as seamless as possible, but there are a few things you may need to take action on after migrating.

Setting up Google Analytics

Instead of re-inventing the wheel with our own analytics platform, the new hosted platform utilizes Google Analytics to create very detailed and relevant analytics reports and charting for you. You will notice that when you migrate to the hosted platform, your analytics counts will be 0 (zero). This is intentional since the analytics data will come from Google Analytics from here on out.

If you don’t have a Google Analytics account yet, no worries. You can create one simply to use with OptinMonster. You don’t actually have to use the Google Analytics interface if you don’t want to. If you don’t want to register analytics yet, your campaigns will still function even without analytics setup.

To setup a Google Analytics integration follow our documentation How to Integrate Google Analytics with OptinMonster, and connect each of the optins in your account to begin collecting statistics. Do this for each campaign in your account – including split tests – so that you have analytics tracking for all of your campaigns.

Handling Manual Trigger Campaigns (MonsterLinks)

Manual trigger campaigns work the same way they did previously, but since we no longer have the pleasure of knowing where and how to grab campaigns (as sites outside of WordPress can be very different), we need to know upfront if you plan on using a campaign for manual triggering purposes.

For a walk-through of using MonsterLinks with the new hosted platform follow our guide How to Use MonsterLinks to Load Your Popup with Click of a Button.

Custom WordPress Filters

Since the hosted platform does not have access to your WordPress site directly when processing conversions, the use of filters in WordPress is no longer available. However, we have made strides to bring to parity some of the options available only with filters from the old WordPress plugin by making them actual settings in the new hosted platform.

The most commonly used filter is the single opt-in filter for MailChimp. This filter is no longer available, but we now have a setting for this that you can enable or disable on the hosted platform. If you were using this filter previously, you will need to check the appropriate setting(s) and then save the optin campaign for them to be applied:

These settings may not be applicable to your particular email provider, but you may want to check your Integration tab anyways to see if there are any new List Options available that you can select.

Finally, the ability to filter data before being sent to the custom email provider is no longer available for the same reasons as above. However, we have a fully documented JavaScript Events API that you can take advantage of to achieve the same effect. Specifically, you will want to look at the OptinMonsterPreOptin event for ways on how you can modify the data before it is sent to be processed.

WordPress Shortcodes

OptinMonster still allows you to easily use Shortcodes from your WordPress plugins or theme with our templated and canvas campaigns. This means you can still use WPForms, Gravity Forms, Ninja Forms, Contact Form 7, etc.

OptinMonster has automatic shortcode parsing, but your OptinMonster list must be refreshed if you’re adding or editing a shortcode inside one of your campaigns. Every time you edit a campaign containing a shortcode, be sure to go to your OptinMonster menu on your WordPress site and click Refresh Optins.

For a more step-by-step process for using shortcodes, please follow our guides:

IMPORTANT NOTE: the optin builder will not show you a live preview of the parsed shortcode. This is because your shortcode resides on your website’s host, not in our app.
Page-Level Targeting with OptinMonster

In many ways, the great page-level targeting that you enjoyed in WordPress remains, with some minor tweaks.

Head back to your WordPress Dashboard and go to the Optins tab from your OptinMonster menu item. Once on this tab, you should see your Primary and Live campaigns shown in a list. Split test child optins are not listed here nor are campaigns you have paused in your account. If you unpause a campaign, be sure to click the Refresh Optins button.

OptinMonster Optins Screen

You will notice that your migrated campaigns are disabled by default. This is intentional so that you can verify everything is correct and so that they don’t clash with any potential current campaigns you may have running on your site. You can click on each individual campaign to configure the Output Settings (where the campaigns should load) for the campaign.

For an in-depth walkthrough, follow our Page-Level Targeting guide.

These are all of the things to be aware of when migrating. We have done our best to thoroughly comb through every use-case and have worked to address them to make the migration process as seamless and easy as possible.


Step 6 – Deactivate and Delete the Old OptinMonster Plugin

Once you have gone through the previous sections and have verified that everything is good, you can now safely deactivate the old WordPress plugin. You can also deactivate any OptinMonster addon plugins as well (if your license provided access to those additional addons). That’s right, you only need the new OptinMonster API plugin. But don’t delete the old plugins quite yet. We’ll get to that at the end.

After deactivating, you will want to go ahead and clear out any caches for your site. If you are running anything like W3 Total Cache, WP Super Cache or any other type of caching solution, you will want to make sure that you purge those caches. You will also want to go ahead and clear out your browser cache and cookies so that you don’t get any conflicting issues.

Once you have completed these steps, you can then navigate to the WordPress Admin > OptinMonster > Optins tab and configure where your campaigns should load on your site using the hosted platform! Verify that the campaigns are loading as expected, and that’s it! You have now successfully migrated to the new OptinMonster hosted platform!

From this point forward, all of your campaigns will be created and managed through our hosted platform. The WordPress plugin will simply be used to manage the output of your optin campaigns on your WordPress site.

If you want you can now Delete the old OptinMonster plugin and any addon plugins from your site.


Step 7 – Submit Any Issues

I have personally strived to make this transition as bug-free as possible, but I realize that I (along with the OptinMonster team) are imperfect. There may be a bug or inconsistency here or there that we did not fully anticipate. If that is the case, no worries – we want to get the issues worked out as soon as humanly possible!

If you have found an issue, please send in a support request from your Account area and give us the specific details of the issue you are facing, including the section or area where the bug occurred and what you did to produce the bug. We will work diligently to get it fixed so that you can enjoy all of the awesome new benefits of the OptinMonster hosted platform.

Thanks so much for being a loyal OptinMonster customer, and we anticipate great things with our new platform – most importantly that your email lists see explosive growth!

Thomas, Syed, and the OptinMonster Team


FAQs

Q: Will I need to purchase a new OptinMonster license to use the hosted platform?

A: Because we wanted to make this the best experience possible, if you have an active and valid account for your previous OptinMonster purchase, you will automatically have an active and valid account for our hosted platform for that same term. If your account has expired or has been refunded, you will need to select and purchase the appropriate plan from the options provided on the screen before you can continue.

You will need to maintain an active subscription to use OptinMonster’s hosted platform.