How to Create or Edit a Campaign

Have recently purchased OptinMonster but you aren’t sure how to get started? Have you already created a campaign, but now you need to make some edits?

This guide will show you how to create or edit a campaign in OptinMonster.


Create Campaign

To create a new campaign in OptinMonster, go to your Dashboard screen.

OptinMonster-v4-Dashboard

Next, click Create Campaign.

OptinMonster-v4-Create-Campaign-Button

One the next screen you will be presented with two steps:

Create-Campaign-Overview

  1. Select Your Campaign Type – the options listed here depend on your Subscription level. If you would like more options, you can upgrade your subscription.
  2. Choose a Campaign Template – the number of templates available vary by Campaign Type.

The following are guides to help you create the different Campaign Types OptinMonster offers:

When you want to select the template of your choice, hover over the template then select the button that says Use Template.

Give a descriptive title to your campaign and you’re ready to go.

Select Template and Give Name

Edit Campaign

To edit an existing OptinMonster Campaign, go to your Dashboard.

OptinMonster-v4-Dashboard

Scroll and find the campaign you would like to edit. When you hover over the campaign’s title, the color will change and you can click the title.

Select-Campaign-to-Edit-in-OptinMonster

Upon clicking the title, your campaign will load in the OptinMonster Builder.

Edit OptinMonster Campaign

You’re ready to edit your OptinMonster campaign. Make your changes and don’t forget to click Save when you’re finished.


Did you know you can create a split-test to help identify which design leads to better conversions? Follow our guide to learn how to split-test with OptinMonster.