OptinMonster offers seamless integration with EmailOctopus email marketing service. Connecting OptinMonster to your EmailOctopus email list is very easy.
In this article, you’ll learn how to connect EmailOctopus with OptinMonster.
Before you start, this integration is available with a Plus and higher subscription.
All subscription plans can add custom forms using the Form Embed block.
As a best practice, we recommend you also connect your campaigns to Monster Leads as a backup.
Connect EmailOctopus
When you create a campaign in OptinMonster that you intend to collect leads with, you’ll want to integrate with one or more services to send those leads to.
To send leads to EmailOctopus, follow these steps:
- Before you start, you’ll need an EmailOctopus API Key. You can generate and copy an API Key from your EmailOctopus account following this guide.
- Navigate to the Integrations view in the campaign builder, search for and select EmailOctopus.
- Enter an EmailOctopus Account Name (*internal use only) and your EmailOctopus API Key in the appropriate fields, then select the Connect to EmailOctopus button.
*The EmailOctopus Account Name can be anything that helps you identify the specific integration within OptinMonster. It’s possible to add more than one EmailOctopus integration to your account and this is an easy way to differentiate between them when assigning integrations to individual campaigns. - Required: Once the EmailOctopus integration has been connected select the EmailOctopus Campaign you wish to send leads to from the Email Provider Lists field.
- Optional: You can also configure the Subscribe Automatically? option.
- When you’re finished, Save your campaign.
Add Extra Fields
Our native EmailOctopus integration supports the following fields:
- Email (required)
- Name
- Phone
- Privacy Checkbox (display only, no data sent)
To add more fields to your campaign you’ll want to build the form as you wish it to appear using the EmailOctopus form builder, and add it to your campaign using our Form Embed block.
Get started adding a custom form to your campaign
Email Automations
To send emails automatically to new leads you’ll want to configure email automations within your EmailOctopus account.
The following guides from EmailOctopus may be helpful to get started:
- What is automation?
- How to create an automated welcome email
- Creating an automation workflow
- Automation reports
Testing
We strongly recommend you test the optin form before publishing your campaign to ensure it is working as you expect.
Before you begin, please be aware of the following details when testing EmailOctopus integrations:
- Previously submitted or already subscribed leads may be treated differently by EmailOctopus than new leads. For this reason, we recommend using a completely unique email address each time you test submit your campaign’s form. You can use a free tool like TempMail.io or learn how to create unlimited unique email addresses from a single Gmail account.
- If the lead is captured in EmailOctopus but you do not receive any automated emails it indicates the integration from OptinMonster to EmailOctopus is correct, and the issue is with the automated email configuration. EmailOctopus controls email automation exclusively. If you require assistance in troubleshooting email automations we recommend reaching out to EmailOctopus support directly.
Get started testing with the Live Site Inspector tool explained in our guide on how to test an OptinMonster campaign.
Spin-a-Wheel Support
If you are configuring a Gamified spin-to-win campaign, spin-a-wheel support is not available at this time to send the coupon data to EmailOctopus.
FAQs
Can I send leads to more than one List?
Yes! See our Lead Sharing guide to accomplish this.
How do I configure single or double opt-in?
See our guide on single vs. double opt-in.
Is it possible for me to add a phone field to my campaign?
Yes! You can add a phone field. Learn how to capture phone numbers with OptinMonster.
How quickly are leads sent to EmailOctopus? Is there a delay?
There is no delay. Lead submissions are sent to EmailOctopus in real time. OptinMonster will not perform the Button Action (like showing a success view or redirecting the user) until we get a confirmation that the submission was successfully received.
Even if your campaign is integrated with multiple Email Service Providers (ESPs) at the same time, OptinMonster sends the lead data to all connected integrations simultaneously, without delay.
Why doesn’t my conversion count match the number of leads in EmailOctopus?
It is normal for these numbers to differ. There are some reasons for a discrepancy between the conversion count in OptinMonster and the lead count in EmailOctopus:
- Double Opt-In: If your email service is set to require double opt-in, a user must first click a confirmation link in an email before they are officially added to your list. OptinMonster records a conversion as soon as the form is submitted, but EmailOctopus won’t count them as a new lead until they confirm.
- Existing Subscribers: OptinMonster records a conversion each time a form is successfully submitted, provided that conversion tracking is enabled on the submit button. However, if an existing subscriber fills out your form again, EmailOctopus will likely not add them as a new lead, as their email is already on your list.
- Conversion Tracking Enabled on Other Blocks: Conversions can be tracked on various elements, not just the form submission button. For example, if you have conversion tracking enabled on an image link and a visitor selects it but does not fill out the form, OptinMonster will still count a conversion. This increases your conversion count without a lead being submitted.
- Integration Failure: If the integration experiences a temporary issue, form submissions will still count as conversions. However, the lead data may not be sent to integration.
- Lead Filtering: When a user signs up with a disposable email address or is flagged as suspicious, the campaign will still record a conversion (form submission), but your integration platform may reject or filter out the lead.
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Troubleshooting
The campaign is capturing leads but shows 0 conversions in analytics.
Confirm that conversion tracking is turned on for the submit button in your campaign. See our guide on How to Enable Conversion Tracking.
I’m not seeing new contacts in my EmailOctopus list. Where are they?
New contacts may not be showing in your EmailOctopus list as subscribed. Visit the list that you expect to see the new contact subscribed to, and select “Unsubscribed” from the contact filter, to see if they are there.