Creating Your First Campaign

This walk-through is designed to be straight-forward and to take you step-by-step guide in creating and publishing your first campaign. Go ahead and login to your OptinMonster account and navigate to your Dashboard to begin creating your first campaign.

  1. Create a New Campaign
  2. Build your Campaign
  3. Confirm your Campaign Setup
  4. Configure your Integration
  5. Customize your Campaign and Fields
  6. Determine your Success Action
  7. Configure When and Who Sees Your Campaign
  8. Connect to Google Analytics
  9. Go Live with your Campaign
  10. Embed the Campaign on your Site

Step 1 – Create a New Campaign

The first step is create a new campaign by determining its type and title according to our guide. For this Creating Your First Campaign guide, we will presume you are creating a Lightbox Campaign Type.

Note: If you wish to target a sub-domain for your campaign, be sure to check out our guide on sub-domain targeting.

After you’ve followed the guide above and created a new campaign, then the next task is to build your campaign.

Ready? Let’s get started!

Step 2 – Build Your Campaign

Note: As you go through the campaign builder, you’ll notice many options have a question mark icon . Selecting the question mark icon will show you more information about what that option controls or how to use a specific tool.

In the campaign builder you will see 3 columns. From left to right these columns are:

  1. Menu Column
  2. Options
  3. Preview

Builder Screen Layout

Each campaign template you create typically has 2-3 types of content areas:

  1. Title – the big message at the top. Keep this short. Nearly every template has this content area.
  2. Tagline – most templates have this content area, but some do not.
  3. Media – this varies by campaign template, but they will either have an image placeholder where you can upload an image (image size – max 2 megabytes) or you can put a URL to a video.

Title-tagline-and-media

You can edit these fields by clicking on them in the preview column.

Go ahead and edit your Tag, Tagline, and Media now.

All done? Good.

Note: At this point in the walk-through we will not yet be configuring the campaign form fields. We will also be skipping past the Yes / No options in this guide. If you want to learn more about creating a Yes / No campaign see this guide.

Step 3 – Confirm Your Campaign Setup

Next select Setup tab in the Menu Column to show the available settings in the options column. Most defaults in this next area are probably sufficient, but you can decide if you want to make any changes.

Choose the Setup Tab to Start Setting Up Your Campaign

In the Setup Panel, scroll down to the General Optin Settings section. In this section you can modify your Campaign’s Title (internal use), and also select the domain(s) your campaign can load on. You completed both of these when first creating your campaign, but it’s useful to know where these settings are if you need to change either of these for your campaign in the future.

In this Setup Panel you can configure your campaign-specific cookies. If you’re not sure what values to specify, the default values for your campaign are a good place to start.

Step 4 – Configure Your Integration

Select the Integrations tab in the Menu column.

Select the Integrations tab in the campaign builder to configure the Integration for your campaign.

In this panel we have a list of Native Integrations that you can easily connect with. Select the Email Provider dropdown to choose the Email Service Provider you wish to use for your campaign.

Alternatively, you can select the Custom HTML option. Choosing this integration option will display a Custom HTML Form Code field so you can embed your own html form.

Step 5 – Customize Your Campaign and Fields

Select the Campaign tab from the Menu column.

Select the Optin tab in the builder to configure your campaign

If you’re using one of our native Email Service Provide integrations you will have the option to customize the form fields in this Integrations Panel of the campaign builder. You’ll see options for enabling/disabling the First Name field and Phone field, customizing each form field’s placeholder text, colors, font-family and more.

Editable Fields

Important: If you’re using a Custom HTML integration, these form field options won’t be available.

Also, if you want to show a Privacy Statement in your campaign you can enable that option here too. Once you enable the Privacy Statement, direct-select the default privacy statement text in the Preview column to edit it. For more information on the Privacy Statement, check out our documentation.

If you want to style your campaign using CSS, you can open the Setup Panel, scroll down to the General Optin Settings section, and add your custom CSS to the Custom CSS field following our guide.

Step 6 – Determine the Success Action

You’re almost done! Select the Success tab from the Menu Column.

If you’re using a Native Integration, you can specify the behavior of your campaign when visitors submit the campaign form.

You can control the Success action of your campaign in the Success panel of the campaign builder.

Note: If you’re using a Custom HTML integration you will need to configure the success action through your Email Service Provider account. This cannot be controlled via OptinMonster’s Success panel options.

You can choose from the following options for your campaign’s success action:

  1. Display Your Success Message Template – shows a success message in the campaign without redirecting the visitor to a new page.
  2. Redirect to Another Page – redirects the visitor to the URL you specify.
  3. Close your optin only – immediately closes the campaign without redirecting the visitor.
  4. Close your optin AND reload the page – immediately closes the campaign and then redirects the visitor to the URL you specify.
Running a Script Upon Success

In addition, you can now run Success Scripts: Scripts (things like tracking pixels or analytics events) that are triggered immediately once the visitor has opted in successfully to your campaign.

All JavaScript / jQuery needs to be wrapped in script tags, no matter where you’re placing your Scripts within OptinMonster.

<script>
/* Your JavaScript or jQuery code. */
</script>
To learn more, follow our guide about Success Triggered Scripts.

Step 7 – Configure When and Who Sees Your Campaign

Select the Display Rules tab from the Menu column.

You can edit the display rules for your optin by first selecting the Display Rules menu item in the Campaign Builder.

The Display Rules area is one of the most powerful features of OptinMonster. There are countless display rule configurations you can create.

The Rules Engine is very user friendly with its onscreen advice. In general you can determine:

  • When should the popup appear?
  • Who should see the popup?

The best thing about OptinMonster’s Display Rules is that you can add very simple or complex rules based on your own specific needs.

For now, under the When should the popup appear? section, leave the default option of After ‘X’ seconds. The default is a time delay of 5 seconds, which is a great place to start.

Under Who should see the popup? section, also leave it on the default option of Visitors browsing one of these pages. By default, it can show on every page where the embed code is supplied (ie: where the embed code is present in the source code of the page).

This means that if the campaign embed code is loading in the template file of every page of your site, then your campaign potentially will show up on every page of your site after 5 seconds have passed.

See our page level targeting guide for more details on using the Display Rules.

Almost done, the last thing to do is set up your analytics.

Step 8 – Connect to Google Analytics

Last, select the Analytics tab from the Menu column.

Select the Analytics tab in the Campaign Builder to configure your Google Analytics settings for each campaign.

OptinMonster uses Google Analytics to measure your campaigns impression and conversion statistics. If you have already connected your Google Analytics, just select your account from the Google Analytics Account dropdown.

However, since this is likely your first campaign, you can follow the onscreen prompts by selecting the Add new account option. For a detailed walk-through, check out our guide here.

Step 9 – Go Live with your Campaign

When you create a new campaign, it’s Paused by default.

Once you’ve finished configuring your campaign and it’s ready to be displayed on your site, go over to the status bar in the top menu where it says, Publish Paused and click the button.

You will see Publish Options and under that you will see the Status Option; toggle its switch to Live.

Go Live with OptinMonster Campaign

Once your campaign is live you’ll see this status reflected in the top menu bar. Go ahead and Save your campaign.

Need to pause your campaign again? You can do that in the campaign builder too; simply go over to the status bar in the top menu where it says, Publish Live and click the button.

You will see Publish Options and under that you will see the Status Option; toggle its switch to Paused.

Pausing an OptinMonster Campaign

Once your campaign is paused you’ll see this status reflected in the top menu bar. Go ahead and Save your campaign.

Step 10 – Embed the Campaign on your Website

The only thing left to do is embed the campaign on your site and begin converting visitors!

OptinMonster can be used on any website as long as you can add our embed code. Check out our platform guides for more details.

Congratulations, you’ve creating your first campaign in OptinMonster!