Creating Your First Campaign

Welcome! OptinMonster makes it easy to create your first campaign and start converting traffic into leads and customers.

In this article, you’ll learn how to create your first OptinMonster campaign.

Get Started With OptinMonster Today!

BONUS: Done-For-You Campaign Setup ($297 value)
Our conversion experts will design 1 free campaign for you to get maximum results – absolutely FREE! Click here to get started →

Before You Start

Here are some things to know before you begin:

  • This guide starts with creating a Lightbox Popup campaign. If you’re interested in learning how to create other types of campaigns see our dedicated guides for creating Fullscreen, Floating Bar, Inline, Slide-In, and Gamified campaigns.
  • As you use the campaign builder you’ll notice many options have a question mark icon. Clicking the question mark icon will show you more information about what that option controls or how to use a specific tool.

Create a Campaign

To begin using OptinMonster on your website to generate leads you’ll want to create a campaign.

To create a new campaign, follow these steps:

  1. From the Campaigns screen, select the Create New Campaign button.
    Select the Create New Campaign button to get started in OptinMonster.
  2. Next, select Popup as the campaign type. You’ll be shown the available templates for the Popup type campaign, choose one to begin building your campaign.
    Select Popup as the campaign type
  3. Next, browse the Campaign Templates to locate one you would like to use. Once you find a campaign you’d like to use, select the Use Template button.
    For this example, we will use the template Small Business Saturday.
    Select the template you want to use in OptinMonster.
  4. Pro Tip: you can preview any template before you choose to use it by selecting the Preview button instead.
    Preview OptinMonster campaign template.
  5. On the next screen, give your new campaign a descriptive title and assign it to the site(s) you would like it to appear on then select the Start Building button.
    Start building your OptinMonster campaign.
  6. The campaign builder will now open with your new campaign, ready to be customized.
    The OptinMonster campaign builder is where you customize your individual campaign design and settings.

Design Your Campaign

When you first enter the builder to edit your new campaign, you will see the Design view. This is where you can edit your campaign’s text, fields, and other elements. Check out our Builder Overview guide to learn more about the layout of the builder, and all of the settings available in the Design view.

The OptinMonster campaign builder is where you customize your individual campaign design and settings.

There are many ways you can customize your campaign. For this first campaign, we will keep things simple by only changing the text of the Optin and Success views to match your offer, and adjusting the optin fields and button. Once you know how to edit these elements, all other design elements work similarly, and you can create any design you like!

Edit Text

Use text elements in your campaign to make your offer to visitors, and tell them how to take action. Often, popup campaigns have a headline to catch the attention of the visitor, and then some body text to give more detail.

  1. To edit the styling of your text (font style, weight, spacing, color, etc), highlight the text within any text block you would like to edit to make the text edit toolbar appear. Adjust any text styles you need.
    Editing a text block in OptinMonster.
  2. You can add more text blocks to your campaign by returning to the home panel and dragging a text block into the campaign where you want it to appear.
    Add a new text block to your campaign.
  3. You can delete any unwanted block from your campaign by hovering over it and selecting the trash icon.
    Delete element from the campaign in OptinMonster.
  4. After changing the text in the campaign’s Optin view, let’s modify the Success view by selecting the Success button from the top navigation bar.
    Switch to the Success view in OptinMonster.
  5. You can modify the Success view design the same way you edited the Optin view previously. If you’ve made significant changes to the design of the Optin view you would like to incorporate into the Success view you can import them into your Success view. Select the Import button from the bottom sidebar menu.
    Import layout in the OptinMonster campaign builder.
  6. You’ll be prompted to choose which view you’d like to import from, select the Import Layout from Optin View option. This will completely replace the existing Success view design with the Optin view design.
    Import the Optin view.
  7. When you’re finished, return to the Optin view.
    Choose the Optin view in the campaign builder.
Edit Fields

You can use optin fields to gather lead information to send to your Email Service Provider.

OptinMonster’s native integrations allow you to collect Name, Email Address, and Phone Number. You can also add a Privacy Statement and checkbox.

IMPORTANT: If you’re using a custom HTML integration, these form field options won’t be available. See our Custom HTML Integration guide for more details.
  1. From the Design view of the campaign builder, directly select the Optin Fields block to edit it.
    Edit optin fields block in OptinMonster.
  2. In the left sidebar, click on the pencil icon next to any field to edit the placeholder text, and styles.
    Edit the form field you'd like to customize the error message for.
  3. Select the Add New Field button to add a field that is not already part of the campaign.
    Add new field to your optin form in the OptinMonster campaign builder.
  4. You can reposition the field by selecting the three vertical dots icon and dragging it into the order you prefer.
    Drag to reposition the individual form fields in your OptinMonster campaign.
  5. If a field is present on your campaign that you do not want to use, click the trash icon next to it in the left sidebar to remove it. Note that the Email Field and Submit Button are always required.
    Delete form field by selecting the trash icon.
  6. To change the form field styles select the Advanced tab in the sidebar panel and expand the Form Field Styling option.
    Edit the form field styles in the Advanced tab.
  7. From the Content tab expand the Submit Button option to adjust basic settings for your button.
    Basic settings for the submit button of your optin form.
  8. You can configure additional styles for the submit button from the Advanced tab by expanding the Submit Button option.
    Configure additional styles for your submit button in the OptinMonster campaign builder.
  9. Returning to the Content tab’s Submit Button option, you can set the Button Click Action to control what happens when the form is submitted.
    Set the optin form click action to redirect to a url in the campaign builder.
  10. Confirm that Conversion Tracking is enabled. This is what allows each click of the submit button to be counted as a conversion, so you can see how many visitors have completed your campaign.
    Enable conversion tracking in the campaign builder to track form submissions.
  11. When you are finished, click Save.
    Save your campaign changes in the builder.

You’ve now edited the essential elements for your campaign’s design! You can move on to setting your Display Rules, or further customize the design of your campaign. These are some of the most popular changes users will make:

Display Rules

Next, you’ll use Display Rules to configure when, where, and for whom your campaign will appear on your site. To put it another way, the Display Rules are what trigger your campaign to show to visitors. There are countless display rule configurations you can create, and you can create simple or complex rulesets based on your own specific needs.

To set your Display Rules, follow these steps:

  1. Select the Display Rules option from the top menu of the campaign builder.
    Display Rules view in the OptinMonster campaign builder
  2. The default rules for your new campaign will read “If… time on page is at least 5 seconds AND current URL path is any page.” This means that if a visitor is on any page of your site for at least 5 seconds, both of these conditions are met, and the campaign can show.
  3. To change the default settings select the Edit button.
    Edit the Display Rules for your OptinMonster campaign.
  4. Select which type of new rule you would like to add by choose OR or AND as the connecting statement.
    Select the connecting statement for your Display Rule.
  5. Click on the Select Rule dropdown to open the Display Rules menu. Here you can search for and select the rule you would like to configure. You can learn more about all of our Display Rules in our guide here. For this example campaign, the rules have been adjusted to show this campaign if exit is detected from any page where the URL contains “blog.”
    Add new Display Rule.
  6. After setting the Display Rules for your campaign, click Save.
You can use AND and OR operators to create complex rulesets. If your rules are all connected by AND, then ALL rules must be true (all conditions met) for the campaign to appear. If you have a group of rules connected with OR, if any one of those rules are true, then the campaign can appear. Learn more from our Display Rules Guide.

Integrations

The Integrations View is where you will connect OptinMonster to your email service provider. In other words, this is how you make sure the leads you gather with your optin campaign get added to your email list!

Each new OptinMonster campaign is automatically connected to Monster Leads. Monster Leads is our “in house” lead storage system, which allows you to get started gathering leads if you don’t have an email marketing service set up yet. It’s also a great backup to your email service provider, just in case.

To connect your email integration, follow these steps:

  1. Select the Integrations option from the top menu.
    Integrations view in the OptinMonster campaign builder.
  2. Monster Leads is already connected to any campaign that is collecting leads. You can click on it to adjust its settings, including how often you are notified about new leads, and if you want to add any tags to your leads from this campaign.
  3. To connect to your email marketing service, click Add New Integration.
  4. Select your provider from the dropdown list of our native integrations. We connect with most major email service providers, Zapier, and offer a Custom HTML integration option so you can add your own custom form code.
  5. Follow the steps for your selected integration to connect your campaign. After connecting your integration for the first time, you’ll be able to quickly select your account and list from the dropdown menus for future campaigns.
  6. When you’ve finished connecting to your integration, click Save.

Analytics

The Analytics View is where OptinMonster allows you to connect your campaigns to Google Analytics to view more advanced analytics data.

OptinMonster Analytics will automatically track basic analytics data (impressions, conversions, and highest converting pages). If you would like to connect to your Google Analytics account, you can follow our guide.

Publish the Campaign

The Publish View is where you will do a final review of all the details of your campaign, and publish it to your site! When you create a new campaign, it’s “paused” by default, and will not appear on your site. When you are ready, you will publish it, or send it to your website, allowing it to appear for visitors who trigger it.

To publish your campaign, follow these steps:

  1. Select the Publish View from the top menu.
  2. On the Publish View, you can do a final check to make sure that your campaign is ready to go. Check the right column’s checklist for any grey circles next to items, letting you know that something is missing, or may need to be fixed before publishing.
  3. When you are ready, click Publish to make your campaign live.
  4. Finally, Save your campaign.

If you have not yet added the OptinMonster embed code to your site or activated our WordPress plugin, then you have one more important step to take.

Connect Your Website

The Publish View contains all the codes or instructions you will need to connect OptinMonster to your website. To connect to your website, follow these steps:

  1. Navigate to the Platforms area of the Publish View. There are a number of options, but you will only need one, depending on what platform your website is built on.
  2. Select Any Site to access your Global Embed code. This is the code you will place on your website to allow OptinMonster to show campaigns. Check out our platform guides for more details.
  3. If your website is built with WordPress, click on WordPress. Here, you will find instructions and the link to install and activate our plugin. Note: After publishing a new campaign for the first time, you will need to visit the plugin to configure any additional Output Settings and Go Live. After the first time, your campaign will Auto-Sync with its status in the OptinMonster app.
  4. If you are using OptinMonster on a Shopify site, BigCommerce site, or with WooCommerce, you can select the matching option to view the instructions to connect, as well.

Congratulations, you’ve created and launched your first OptinMonster campaign!

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

Get Started With OptinMonster Today!

BONUS: Done-For-You Campaign Setup ($297 value)
Our conversion experts will design 1 free campaign for you to get maximum results – absolutely FREE! Click here to get started →