OptinMonster offers seamless integration with the SharpSpring email marketing service. Connecting OptinMonster to your SharpSpring email list is quick and easy.
In this article, you will learn how to connect OptinMonster with your SharpSpring account.
Before you start, this integration is available with a Pro 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.
Connecting with SharpSpring
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 SharpSpring, follow these steps:
- Before you start, you’ll need your SharpSpring Account ID and Secret Key. You can generate and copy these from your SharpSpring account following this guide.
- Navigate to the Integrations view in the campaign builder, search for and select SharpSpring.
- Enter a SharpSpring Account Name (*internal use only), your SharpSpring Account ID and SharpSpring Secret Key in the appropriate fields, then select the Connect to SharpSpring button.
*The SharpSpring Account Name can be anything that helps you identify the specific integration within OptinMonster. It’s possible to add more than one SharpSpring integration to your account and this is an easy way to differentiate between them when assigning integrations to individual campaigns. - Required: Once the SharpSpring integration has been connected select the SharpSpring List you wish to send leads to from the Email Provider Lists field.
- Optional: You can also Assign Leads to Campaign.
- When you’re finished, Save your campaign.
Add Extra Fields
Our native SharpSpring 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 SharpSpring 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 SharpSpring account.
The following guides from SharpSpring may be helpful to get started:
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 SharpSpring integrations:
- Previously submitted or already subscribed leads may be treated differently by SharpSpring 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 an unlimited number of unique email addresses from a single Gmail account.
- If the lead is captured in SharpSpring but you do not receive any automated emails it indicates the integration from OptinMonster to SharpSpring is correct, and the issue is with the automated email configuration. SharpSpring controls email automation exclusively. If you require assistance in troubleshooting email automations we recommend reaching out to SharpSpring 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 SharpSpring.
FAQs
Can I send leads to more than one Campaign?
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 SharpSpring? Is there a delay?
There is no delay. Lead submissions are sent to SharpSpring 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 SharpSpring?
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 SharpSpring:
- 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 SharpSpring 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, SharpSpring 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.
