Getting Started with OptinMonster and WordPress Checklist

To get the most out of OptinMonster, we’ve put together the following checklist to guide you through creating your first campaign.

Not using WordPress? Please follow our basic Getting Started checklist instead.

Checklist

To get started, follow these steps:

  1. Create your first campaign.
  2. Connect your integration.
  3. Install the OptinMonster Plugin on your WordPress site.
  4. In the OptinMonster plugin, select the Refresh Campaigns button to sync your OptinMonster account with your WordPress site and pull in any Live campaigns.

Advanced

When you’re ready to take your campaign to the next level consider implementing some of these features:

Display Rules

OptinMonster’s Display Rules are a powerful tool to specify how and where your campaign should appear on your site.

You can also use Google Tag Manager to control when and where on your site the campaign appears.

Split Testing

Split testing your campaign helps you improve conversions by testing different colors, copy, configuration settings and more.

Cookie Settings

OptinMonster uses cookies to control how often a campaign can appear again after it’s been closed or submitted. Learn how to configure individual and global cookies for your campaigns.

MonsterLinks

You can show your campaign with the click of a link or button on your site with MonsterLinks!

Deliver Downloadable Files

Learn more about how to deliver downloadable content to subscribers when using OptinMonster.

Yes / No Campaigns

Use our Yes / No feature to add a two-step option to your campaign, or in place of collecting email addresses.

Privacy Policy

Learn how to add a privacy policy to your campaign.

Google Analytics Integration

Connect your campaign to Google Analytics so you can track more detailed analytics data for your campaigns and view reports from your Google Analytics account. Note: this is optional, your campaign will show basic data like impressions, conversions and top 10 converting pages automatically.