OptinMonster Builder Overview

OptinMonster’s drag-and-drop builder makes it super simple to create beautiful campaigns for your website without the need of a web developer.

In this overview, we’ll cover each of the major views, the important sub-menus, and everything you’ll need to get started.

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Design View

OptinMonster’s Design View has been created with ease-of-use and customization in mind. The screen is separated into 2 major sections: live preview and your selections of views on the right, and your view-related menu and settings on the left.

  1. General Navigation Bar (top bar)
  2. Blocks and Settings (left pane)
  3. Live Preview (right pane)
  4. Control Toolbar (bottom footer)

Campaign Builder sections.

Live Preview

In the live preview Area, you can point-and-click any area you’ve added blocks (more on that below) so that you can edit the wording (aka: “copy”) of your campaigns. This can mean changing an image, a tagline, the placeholder value for the fields, and more. When you click on the block, the menu on the left will update so that you can make your changes.

Blocks and Settings

In the left pane you’ll find blocks you can add to your campaign, and the configuration settings available for individual elements as you customize the design.

Control Toolbar

Campaign Settings

The Control Toolbar contains the campaign settings link. Select the gear icon to open the Campaign Settings in the left pane of the builder.

Open the campaign settings from the footer toolbar in OptinMonster.

Basic Tab
Basic campaign settings in OptinMonster.
  • View Styling – this section contains the general design settings for your campaign, like the campaign width, background settings, and close button styling.
  • Display Settings – this section contains the cookie options for your individual campaign to control how often it can reappear to the same visitor.
  • Campaign Type Settings – the specific settings in this section will vary depending on the campaign type you are designing.
Advanced Tab
Advanced campaign settings in OptinMonster.
Mobile Preview

Want to see how your design will look on small mobile screens? Toggle the Mobile Preview option in the Control Toolbar.

Mobile preview in OptinMonster's campaign builder.

Undo / Redo

You can also Undo or Redo actions in the builder from the Control Toolbar.

Undo button in the OptinMonster campaign builder.

Import View

You can import designs from another view, or another campaign, using the Import View option in the Control Toolbar.

Import view button in the campaign builder.

Campaign Views

In the Control Toolbar at the bottom of the screen you’ll find the options to switch between campaign views (Yes/No, Optin, Success).

Change campaign views in the builder.

  • Yes/No – When using the Yes/No view, this type of campaign is also commonly called a 2-Step Campaign. These can be used to show a Yes Button, which when clicked shows a Optin Form (i.e.: the “Optin View” below) or it could have another functionality like redirecting a user to another page. Learn more about Yes/No campaigns here.
  • Optin – The Optin View is normally used to show your optin form, collecting at least an email address. This view can also be used with Custom HTML integration instead where you can include specialized forms or other content.
  • Success – This view is normally shown after someone successfully signs up on your optin form when connected via OptinMonster’s native Integrations.
Switch Campaigns

Want to quickly switch to another campaign to edit its design? Select the Switch Campaign button in the Control Toolbar and you can search for and select the campaign you wish to switch to.

Switch Campaign option in the builder allows you to open a different campaign to edit quickly.

Campaign Details

Want to edit the Campaign Name, add or edit Notes, change the Campaign Type, assign to a Folder, or enable Mobile-Only? Select the Campaign Details option in the Control Toolbar to access those options.

The campaign details inside the builder.

A popup modal will open for you to edit the Campaign Details.

Edit the OptinMonster campaign details from the popup modal.

Display Rules View

A campaign has “rulesets” and “rules.” A single ruleset can include both “AND” rules and “OR” rules.

Under the Display Rules View, there are two main sections:

Rulesets

A ruleset is a collection of “AND / OR” rules that must be met for a campaign to show. You can create multiple rulesets or have just one. Whenever the rules within a single ruleset “pass” (are valid / true), then the campaign will show.

Rules

Rules exist inside of a ruleset. These are the conditions that must be met when a visitor is on your website before a campaign can appear on their screen. This can be a time delay, Exit-Intent, the web visitor going to a specific page, or more!  The rules found in the Display Rules View are described in full detail in our display rules guide.

Integrations View

OptinMonster offers three types of integrations, our Native Integrations, Monster Leads, and Custom HTML.

Native Integrations

Native integrations are the integrations where OptinMonster has used the APIs of specific email service providers (ESPs) or customer relationship management (CRM) systems to allow a more fluid, list-building experience. Once you select your ESP from the menu and connect it with OptinMonster for the first time, you can seamlessly connect future campaigns with your list.

Native integrations allow you to collect name, email, and phone number. Some integrations’ APIs offer additional lead options.

Monster Leads

Monster Leads is OptinMonster’s “in-house” way to collect and store new leads gathered from an OptinMonster campaign. If you do not yet have an ESP to integrate with, you can use Monster Leads in the meantime. Or, use Monster Leads as a backup to your current ESP.

Each new campaign is connected to Monster Leads by default, which also allows you to collect name, email, and phone number.

Custom HTML

Custom HTML is an option where you can create a custom form within your ESP or CRM, including extra fields, hidden fields, and other CSS or JavaScript. Then, you can paste the form into our Custom HTML container. This option allows for highly customized fields that fit all of your business requirements.

Note: The HTML block can also be utilized to show content other than a form, whether it’s a button, image, or something else.

Analytics View

OptinMonster offers our own built-in analytics tracking with no set-up required. You can also connect to Google Analytics for more in-depth tracking, but this is optional.

You can see the total number of campaign impressions, conversions, and conversion rate for each of your campaigns on the OptinMonster campaign dashboard, or click the “View Analytics” icon above a campaign to see more information.

Publish View

The Publish View contains a lot of helpful information you’ll need while getting your campaign live on your site.

The publish status will appear in the top navigation menu of the campaign builder.

Status

Campaigns can be one of two statuses: Paused or Live. Paused campaigns will not show anywhere. Live campaigns can show on websites if the embed code is present, and the Display Rule conditions are met.

Website(s)

This field will contain the website(s) where you would like this campaign to show when live. At least one site is required for the campaign to appear, but you can add multiple websites where a campaign has permission to load.

It is common for developer or testing sites to be sub-domains of the main domain. Therefore, if you have a test site, you would want to have your test site and your live site both added to your campaign.

Preview

You can preview the design of your campaign before you launch it. Access the preview option from the Publish screen, following our guide.

Platforms

You can find your OptinMonster embed code options here. Some platforms, such as WordPress or Shopify, have customized solutions for adding the embed code to your website. However, we have a general, account-wide embed code that you can use to allow your campaigns to show on your website(s).

Embed Code

Once you click on your platform, any associated embed code will show below it. You can copy the code directly from this box to use on your site.

Support, Save, and Exit

There are 3 buttons on the top right of the builder.

Support, save, and exit buttons in the campaign builder.

  • Support – This button will show a popup listing common walk-through guides for using OptinMonster. Additionally, you can click here to submit a support ticket.
  • Save – This button must be clicked to make sure any changes to your campaign’s design or settings are saved for future use.
  • Exit – This button allows you to leave the builder and go back to your campaign dashboard. If you leave without saving, no changes made previously will be applied.

If you’re serious about jumpstarting your eCommerce business growth, then get started with OptinMonster today!

Get Started With OptinMonster Today!

BONUS: Done-For-You Campaign Setup ($297 value)
Our conversion experts will design 1 free campaign for you to get maximum results – absolutely FREE! Click here to get started →