OptinMonster Documentation

Documentation, Reference Materials, and Tutorials for OptinMonster



Guide to Getting Started with OptinMonster and WordPress

Guide to Getting Started with OptinMonster and WordPress

We’re so excited for you to begin publishing your OptinMonster campaigns! Use the checklist below to guide you through creating a campaign when you’re using the OptinMonster for WordPress plugin.

If you haven’t yet integrated OptinMonster with your WordPress website, we recommend using the OptinMonster for WordPress plugin to do that. Learn how to install the OptinMonster for WordPress plugin now.

Not using WordPress or the OptinMonster for WordPress plugin?
Please follow our general Getting Started checklist instead.

Create an OptinMonster campaign by following the sections below, let’s get started!

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 →

Create A Campaign

To get started creating a new campaign, choose one of the six Campaign Types and click Create New.

Select from one of the six campaign types.

Not sure which one to choose? Learn more about each campaign type: Popup, Floating Bar, Fullscreen, Inline, Slide-in, and Gamified Fullscreens (available only with a Growth subscription).

Next, browse the Templates available for that Campaign Type.

Browse templates

All OptinMonster templates appear on all devices and look great on every device. With a Pro or Growth subscription, you can also choose templates designed specifically for mobile devices by adjusting the Device Targeting filter.

You can preview any template by hovering over it and clicking Preview.

When you’ve found a template you like, select Use Template.

Select a template for your campaign.

Name your campaign and click Start Building.

Name your campaign.

Plan The Success Action

Before you start designing your campaign, it’s important to keep in mind the overall goal of your campaign. What action do you want visitors to take when they see your campaign? Subscribe to your email list? Visit a page on your website? Download a file? Your goals determine the content of your campaign.

What happens after a visitor clicks a button in your campaign, or converts an optin form, is controlled by the Success Action of the buttons or forms in your campaign.

Success Actions can be adjusted by clicking on any button or form within your campaign.

You can choose from the following Success Actions:

  • Show a View (Yes/No, Optin or Success View)
  • Close the campaign
  • Close campaign and refresh the page
  • Redirect to a URL
  • Open in a new Window (buttons elements only)

In this example, we’re going to assume you want to show your visitor an optin form, then a thank you message after they complete that form. Learn more about Success Actions here.

Design Your Campaign

When you first enter the builder to edit your new campaign, you’ll see the drag and drop editor in the Design tab. This is where you’ll edit the text, images, buttons and forms in your campaign.

We recommend following our guide to create your first campaign which provides a full walk-through of the campaign builder settings.

Configure Output Settings

After you close the campaign, you’ll be directed to the Output Settings for this campaign in your OptinMonster for WordPress plugin. You can further target where your campaigns appear using the Advanced Settings.

Configure the output settings.

Remember that your campaign must meet all of the conditions in your Display Rules, as well as the conditions you select in the Output Settings before it can appear.

In the screenshot above, the Display Rules allow the campaign to appear on any page of the site after 5 seconds. However, within the Output Settings, it is set to display only on Posts, so the campaign can appear on any page of the site that is a Post.

Publish The Campaign

When you’re done configuring your Output Settings, you’re ready to publish your campaign live to your site.

Under Visibility and Status, select who should see the campaign (all visitors, or only logged in visitors).

Then, change the status from Draft to Published, and click the green Save Changes button.

Select Publish from the status dropdown.

Congratulations! Your campaign is now live on your site!

What Next?

Your campaign is now appearing on your site. Visitors are either seeing it and converting it (YAY!) or seeing it and closing it without taking an action.

How often the campaign appears again after it has been seen or converted is controlled by the campaign’s Cookies. By default, all campaigns display again after 30 days if closed, but not converted. They appear again after 365 days if the campaign is converted.

You may want to adjust those cookies to better suit your goals.

Learn how to adjust the Cookies that determine how often a campaign can show to visitors.

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

Split Testing

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


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.

If you’re serious about jumpstarting your WordPress website and 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 →

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How can we help?

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OptinMonster has transformed our business. Before integrating their optins, our clients saw a 2% conversion rate from web traffic, which is slightly above the standard for their industry. With the integration of OptinMonster’s lightbox popup, exit-intent technology, split testing, and other tools, our client’s conversion rates soared by an unprecedented 500%. They attracted substantially more customers while spending less on digital advertising. Their success propelled them to the top of their markets, outperforming national chains and other medical spas with much bigger marketing budgets. Our client’s success in their market has distinguished us in our own. We are now one of the most sought-after marketing firms in the industry of aesthetic medicine. We know that the integration of OptinMonster, more than any other tool or marketing strategy, has supported this growth and achievement.

chris zelig medstar media

Chris Zelig

Partner, Medstar Media

OptinMonster has been a game-changer for us. From driving donations to collecting new leads, there is nothing that this simple tool has failed to accomplish. Our lead collection rate has jumped by over 1,000%.

joe lowe american bird conservancy

Joe Lowe

Director of Digital Communications, American Bird Conservancy

Through OptinMonster’s exit-intent popups, we have more than doubled our sales conversion rate. Best of all is the compound effect of using OptinMonster over a long period of time—more conversions mean more customers, which means more word of mouth.

mitch smith, managing director, shockbyte

Mitch Smith

Managing Director, Shockbyte.com