How to Connect Monster Leads with OptinMonster

OptinMonster makes it easy to collect and store leads using our Monster Leads feature. Whether you’re starting from scratch, or securing a backup, Monster Leads is where you can store your lead data.

In this article, you’ll learn how to connect Monster Leads with OptinMonster.

Before You Start

Here are some things to know before you begin:

• As a best practice, we recommend you connect your campaigns to Monster Leads and a second Email Service Provider (like Constant Contact or Mailchimp, etc) to manage and send emails to your leads.
• Monster Leads only stores your leads but is not able to send any emails.
• We recommend using tags for each campaign to help distinguish which campaign your leads subscribed through. This can help you with segmenting your leads.

Connect Monster Leads

When you create a campaign in OptinMonster that you intend to collect leads with you’ll want to integrate with one or more services to send those leads to.

To send leads to Monster Leads, follow these steps:

1. Navigate to the Integrations tab in the campaign builder.
2. Click Add New Integration.
   
3. Search for and select Monster Leads from the dropdown field.
   
4. Configure the details of your Monster Leads integration, including whether you would like to receive notifications by email for new leads and tags to assign to each lead.
   
5. When you’re finished, click Save.

Tag Leads

Monster Leads makes it easy to tag each new lead captured by your campaign.

To add Tags, follow these steps:

1. Navigate to the Integrations tab in the campaign builder.
2. Select the Monster Leads integration from the sidebar panel.
3. Under Lead Options locate the Tags field.

Add Existing Tag

To add an existing tag, click the Tags field and begin typing the name of the tag. Any already saved Tags will populate a dropdown you can click to select the individual tag to be added.

Be sure to save your campaign after to apply the change.

Add New Tag

To add a new tag, click the Tags field and type the full name of the new tag to be added. When you are finished type the Enter key to apply the tag.

Be sure to save your campaign after to apply the change.

Delete Tag

You can remove a tag from your campaign integration by selecting the x icon next to the name in the Tags field.

View Leads

To view your leads in Monster Leads, click the Leads tab at the top of your dashboard. Select Monster Leads from the dropdown menu.

You’ll now see a list of all leads. From this screen, you can view individual lead details, filter, and export your leads.

Export Leads

To export leads from Monster Leads, click the Export dropdown. Here you can choose which data to export with your leads, and the file format of your export. When you’re ready to export, click the Apply button and your export will be automatically downloaded.

Update Notification Settings

Monster Leads makes it easy to set how often you receive email notifications for new leads. Your notification preferences can be configured for individual campaigns from the Integrations View in the builder. Your default notification settings (which apply to all campaigns connected to Monster Leads unless otherwise edited) can also be adjusted.

To change the default settings for how often you receive Monster Leads notifications, follow these steps:

1. Navigate to Account > Integrations to manage your integrations.
2. Select Configure under the Monster Leads integration.
   
3. Select Edit next to your Monster Leads integration.
   
4. Choose the notification option you prefer from the dropdown field.
   
5. When you’re finished, select the Update Integration to Monster Leads button.

Lead Notification Emails

Monster Leads notification emails are sent to the email address(es) added in the default settings or in the builder Integrations View for an individual campaign.

Every New Lead

When you receive a Monster Leads notification for every new lead, it will show the lead information collected by the campaign form fields (Name, Email, and/or Phone Number). You will also receive the date and time the campaign was submitted, the name of the campaign, the URL the form was submitted on, and the IP address of the lead (if collected).

Daily and Weekly Digest

When you receive a Monster Leads notification for every new lead, it will show the lead information collected by the campaign form fields (Name, Email, and/or Phone Number) along with the date and time submitted. You can click the View Lead Data button at the bottom of the list to visit the Monster Leads page in your OptinMonster account for more details about your leads.

These notifications are sent daily, or weekly on Mondays.

Monster Leads as Default Integration

It’s easy to use Monster Leads by default for all new campaigns created for a specific site in your account.

To use Monster Leads as the default integration, follow these steps:

1. Navigate to Account > Sites to manage your sites.
2. Select the site you wish to edit.
3. Search for and select Monster Leads from the Integrations dropdown field, then select Monster Leads from the Account dropdown field.
   
4. When you’re finished, Save Changes.

All new campaigns associated with that domain will now automatically integrate with Monster Leads by default.

If you’re serious about jumpstarting your eCommerce business growth, then get started with OptinMonster today!

Monster Leads & GDPR

Find the most common questions related to using OptinMonster’s Monster Leads integration and GDPR here.

What country are your servers located in?

The Monster Leads servers are located in the United States.

How can I manually delete leads permanently from Monster Leads?

To delete leads permanently from Monster Leads, follow these steps:

1. Navigate to the Leads page of your OptinMonster account.
2. Locate the lead record you would like to delete.
3. Select the trash icon from the Actions column to delete the lead.
   

How can I disable the storage of IP Addresses?

When configuring your Monster Leads integration in the campaign builder, you’ll find the option to disable the collection of IP Addresses under the Lead Options section.

How do I add Tags?

When configuring the Monster Leads integration from the campaign builder, under Lead Options you can add and assign Tags.