Getting Started with OptinMonster Checklist

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

Using WordPress? Please follow our WordPress-specific Getting Started checklist instead.
  1. Create your first campaign.
  2. Configure your integration so you can store leads – NOTE: this step is required if you have any type of form in your campaign.
  3. Connect your campaign to Google Analytics so you can track impressions and conversions – NOTE: this step is required for access to any campaign statistics.
  4. Embed your campaign on your website. We provide guides for popular platforms, or you can refer to our general guide.
  5. Optional: You can use page-level targeting and configure your display rules to control where, when, and how your campaigns load on your site.


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

  • Split-Testing: Running split tests of your campaign helps you improve conversions by testing different colors, copy, configuration settings and more.
  • Page Level Targeting: You can use display rules to create targeted campaigns throughout your site. Be sure to check out post on how page level targeting can boost conversions.
  • 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: Create a two-step campaign or replace the form completely with a call to action by creating a yes/no campaign.
  • Privacy Policy: Add a privacy policy to your campaign.
  • Mobile and Tablets: Make sure you are targeting all users, on desktop, tablets, and phones.
    Note: Subscription restrictions apply.

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