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.

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. Live preview (center and right side of the builder)
  2. Menu and settings (left side of the builder)

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.

Views

In the live preview area, you will notice three options about the preview. These are the three views that you can edit and customize.

The 3 Views and their descriptions are:

  • Yes/No – The Yes/No view 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.
Types of Settings

On the left side of the page, you will find 5 options in the top menu:

  1. View Settings – From here you can customize:  (1) “Yes/No”, Optin, or Success main settings, (2) Close Button on that selected view, and access (3) Custom CSS and (4) Custom JavaScript (these are the same container in every view).
  2. Blocks – Shows the layout and design elements for that view. Within this menu, you can add additional Columns or Elements. Elements include: Button, Countdown, HTML, Image, Spacer, Video, ChatBot, Divider, Icons, Optin Fields, Text, and Yes/No button blocks.
  3. Display Settings – This menu is the same on any view and allows you to edit the campaign’s cookie settings, adjust the current view’s width, access the Custom CSS window, and more!
  4. Campaign Type Settings – Shows any settings for the campaign’s current type: Popup, Floating Bar, Fullscreen, Inline, or Slide-In.
  5. Custom Colors – This menu allows you to add, save, and recall color swatches and profiles to use again and again.

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.

Folders

Any folders that your campaign is in will show in this field. You can use folders to keep your campaigns organized, or trigger certain display rules.

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 – 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.