How to Integrate OptinMonster with WordPress

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:

  1. Create a Campaign
  2. Enable the Campaign
  3. Install/Activate the OptinMonster API Plugin
  4. Make Your Campaign Live in WordPress
  5. FAQs

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.

You can toggle the campaign's status from Paused to Live in the campaign builder by selecting the Start Campaign button from the top toolbar.

Once your campaign is live you’ll see this status reflected in the top menu bar.

The status of your campaign is displayed in the top toolbar of the campaign builder as either Live or Paused.

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.

You can Pause your campaign campaign within the builder by selecting the Pause Campaign button from the top toolbar.

Did you know?: With OptinMonster’s Plugin, you can use our Advanced Targeting Rules to target WordPress Categories, Tags, and more. Learn how our WordPress Plugin and Display Rules work together.

Step 3 – Install/Activate the OptinMonster API Plugin

Next, install and activate the OptinMonster API plugin by following our documentation.

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.

Select the Refresh Optins button to sync your campaign to WordPress.

IMPORTANT: Anytime you add or delete an campaign in your OptinMonster account be sure to select the Refresh Optins button to sync your list of optins.
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:

Any campaign this is live in the OptinMonster plugin will display the Live status in the right side of the Campaigns tab view.

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.

SIDEBAR OPTINS: If you’re configuring Sidebar campaigns, be sure to add the OptinMonster widget following our Sidebar Widget guide to control where the campaign is displayed on your site.
Page Level Targeting with the Output Settings (optional)

We recommend skipping this step altogether for most users.

NOTE: The Output Settings include optional Advanced page level targeting options. You can use these to more precisely control where the embed code for your campaign is placed throughout the site. Be aware that it is not necessary to use these more Advanced options, most page level targeting can be achieved using the Display Rules options in the optin builder.
From the WordPress Admin > OptinMonster > Campaigns tab view you’ll see the Edit Output Settings link below the title of each campaign.

Select the Edit Output Settings link to configure where your campaign should appear on your site.

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.

The Output Settings screen contains multiple options for controlling where the embed code for each campaign is placed.

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!


FAQs

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.

You can control which domains your campaign is allowed to load on by adding them to the Campaign Campaign Website field.


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:

  1. 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.
  2. 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.