How to Use OptinMonster’s Smart Success Feature

Do you want to replace your campaign form with a message or special content for viewers who have already opted in? OptinMonster makes this easy with our Smart Success feature.

In this article, you will learn how to set your success messages to automatically display to visitors who have already subscribed.

Before You Start

Here are some things to know before you begin:

Smart Success for Popups

To configure Smart Success for popup type campaigns (Lightbox, Fullscreen, Floating Bar, or Slide-in), follow these steps:

  1. Once you’ve styled the Success Message of your campaign as desired, navigate to the Display Rules view of the campaign builder.
    Display Rules view in the OptinMonster campaign builder
  2. Edit the first ruleset, which is usually labeled Default Ruleset. It is necessary to modify the first ruleset so that it will have priority.
    Select the Edit button to modify the Default Ruleset in OptinMonster.
  3. Adding a new rule, search for and select has converted, choose campaign as the operator, then search for and select your current campaign from the third field.
    Has Converted Display Rule configured to for a Smart Success popup campaign.
  4. When you’re finished choosing the current campaign, select the Next Step button.
    Select the Next Step button to continue editing the Default Ruleset
  5. From the show the campaign view dropdown select Success.
    Select Success as the action for your Display Rule.
  6. (Optional) To show any other view (Yes/No or Optin) to visitors on your site who have not already opted in, be sure to add a new Ruleset to the campaign and configure the Display Rules as desired.
  7. When you are finished, click Save.

Inline Smart Success

To enable Smart Success for Inline campaigns, follow these steps:

  1. In the Design view of the campaign builder, select the Settings icon.
    Settings icon in the OptinMonster campaign builder
  2. Next, from the Basic tab in the sidebar expand the Inline Settings option and toggle the Enable Smart Success? setting.
    Enable Smart Success for your Inline type campaign in the builder.
  3. When you are finished, click Save.