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.
  1. Create your first campaign.
  2. Connect your integration.
  3. Connect your campaign to Google Analytics so you can immediately track impressions and conversions – Note: this step is required for access to any campaign statistics.
  4. Install the OptinMonster Plugin on your WordPress site.
  5. Configure the output settings for your campaign to control where it loads on your site.
Tip: For most WordPress users, using the plugin and simply enabling your campaigns in the Plugin (“Live”) is sufficient, as they’ll use the Display Rules in our builder for most of their targeting.


When you’re ready to take your campaign to the next level:

  • Split-Testing your campaign helps you improve conversions by testing different colors, copy, configuration settings and more.
  • Display Rules: OptinMonster’s Display Rules + the WordPress Plugin’s Advanced Display Settings are very powerful. You can also use Google Tag Manager to control when and where on your site the campaign appears.
  • Cookie Configuration: OptinMonster makes it easy to set both individual and global cookies, controlling how often visitors see your campaign.
  • MonsterLinks: You can show your campaign with the click of a link or button on your site with MonsterLinks.
  • Downloadable File Delivery: There are many ways you can deliver downloadable content when using OptinMonster.
  • Yes/No Campaigns: If you don’t want to collect email addresses you can easily the default form to a yes/no campaign instead.
  • Privacy Policy: Add a privacy policy to your campaign.
Did you know?: With OptinMonster’s Plugin, you can use our Advanced Targeting Rules to target WordPress Categories, Tags, and more. Learn how our WordPress Plugin and Display Rules work together.

Have any questions about using OptinMonster? Check out our FAQ or submit a support request.


Q: Do I need to use both the WordPress Plugin and the Display Rules?

A: Learn how our WordPress Plugin and Display Rules work together.