OptinMonster can work with any website. The best lead generation tool works on WordPress too! This guide will show you how you can integrate the power of OptinMonster into your WordPress site.
There are four main steps to add a campaign to your website. Essentially:
- Create a Campaign
- Enable the Campaign
- Install/Activate the OptinMonster API Plugin
- Make Your Campaign Live in WordPress
If you are an old customer of OptinMonster and you are migrating from the old WordPress plugin to the new OptinMonster App, please follow our migration guide first.
Step 1 – Create a Campaign
This step is relatively easy. Check out this document on Creating Your First Campaign if you haven’t created a campaign yet.
Step 2 – Enable the Campaign
When you create a new campaign, it’s Paused by default.
Once you’ve finished configuring your campaign and it’s ready to be displayed on your site, hover over the status bar in the top menu and choose Start Campaign.
Once your campaign is live you’ll see this status reflected in the top menu bar.
Need to pause your campaign again? You can do that in the campaign builder too; simply hover over the status bar again and this time choose Pause Campaign.
Step 3 – Install/Activate the OptinMonster API Plugin
Step 4 – Make Your Campaign Live in WordPress
Navigate to the WordPress Admin > OptinMonster > Campaigns tab view and select the Refresh Optins button to sync the Campaigns from your OptinMonster account with the OptinMonster API plugin.
Next, select the Go Live link below the title of the specific campaign you wish to enable on your site. The status of your campaign will be displayed to the right of the campaign title:
If you stop here, your campaign’s embed code will be output throughout your entire site. You can then control where each campaign has permission to load using the Display Rules in the campaign builder.
We recommend skipping this step altogether for most users.
From the WordPress Admin > OptinMonster > Campaigns tab view you’ll see the Edit Output Settings link below the title of each campaign.
This will open the Output Settings screen. Within the Advanced Settings section you can configure more specific page targeting rules to control where the embed code is added through your site.
When finished, save your updates. You’re all done! You can now navigate to the front-end of your WordPress site and test your beautiful new campaign!
Q: What domain do I enter when creating my campaign?
A: When creating your campaign you can add your site’s custom domain (the domain used to reach the front-end of your site) in the Setup > Optin Campaign Website section of the campaign builder.
Q: I don’t see the option to install the OptinMonster API plugin on my WordPress.com site, why?
A: Unfortunately it’s not possible to use OptinMonster on WordPress.com sites at this time. All OptinMonster documentation for WordPress is for websites using the self-hosted version of WordPress.
Q: Can I manually place my inline type campaigns?
A: Yes! You can manually position inline campaigns on your WordPress site by following our guide: How to Manually Add an After Post or Inline Optin
Q: I only see the option to enable my campaign in the Output Settings, why?
A: If your campaign’s Output Settings show only an option to enable the campaign on your site and no other configuration settings to target where it appears on your site, you’ve likely created a Sidebar campaign, and this limited configuration view is normal.
You’ll want to enable the campaign or set it to Live status, then add the OptinMonster widget in the WordPress Admin > Appearance > Widgets page to a widgetized section of your site.
Q: Do I need to use both the WordPress Plugin and the Display Rules?
A: Learn how our WordPress Plugin and Display Rules work together.
Q: Can I use the Display Rules & the Output Setting’s Advanced Settings together?
A: Yes, these can be used in conjunction. If you plan to use both be aware of the following priority:
- Output Settings — The Output Settings control where the embed code for an individual campaign is placed throughout your site. If the embed code is not present on a specific page the campaign cannot load regardless of the Display Rules configured in the campaign builder.
- Display Rules Configuration — The Display Rules configured in the campaign builder control where the campaign has permission to appear to visitors. The Display Rules only come into effect if the specific page contains the embed code for your campaign.
We recommend you not configure any Advanced Output Settings options and instead use the Display Rules to page target your campaigns wherever possible.