Welcome and Overview of OptinMonster

Welcome to OptinMonster, the best lead generation software available for all types of websites! OptinMonster will help you increase your conversions and build your web presence.

In this article, we’ll introduce you to the major areas of OptinMonster’s interface and help you get started creating new campaigns quickly.

Dashboard

When you first log into your OptinMonster account, the screen that loads is called the Dashboard, which acts as your home screen. You can easily navigate back to this screen by selecting the Dashboard link in the top menu.

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The Dashboard is where you’ll find all of your OptinMonster campaigns.

If you are just getting started, it may a little bare right now, but that will change as soon as you create your first campaign.

You’ll also see high-level conversion analytics for each campaign for the past 30 days. You can quickly edit, create split-tests, and grab the embed code for each of your campaigns from this screen.

Account

You can access your OptinMonster Account details by selecting the user icon in the top menu.

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Notifications

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Select the Notifications link from the dropdown to view in-app notifications we’ve published. These contain the latest updates, new features, new documentation and more.

My Account

Select the My Account link to view and manage the following details of your account:

  • Account
  • Integrations
  • Sites
  • API
  • Billing
  • Sub-Accounts
  • Referral Program
Referral Program

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Would you like to earn 20% on each referral sale? You can by becoming an Affiliate of OptinMonster. By clicking on the $ Referral Program button, you will be taken to our Affiliates page.

Logout

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This option is self-explanatory. Once you are finished with your OptinMonster updates, you can log out of your account by clicking Logout.

Help

If you need assistance, select the ? Help link from the top menu and an overlay will appear with the option to search our documentation or contact us for assistance.

Documentation

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Submit a Support Ticket

On the help screen, if you scroll to the bottom, you will see the Submit a Ticket option on the bottom left.

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Selecting the Submit a Ticket button will take you to our support page, where you can select your topic, any related campaigns, and the ticket will come straight to our inbox.

Using the support form while you’re logged-in will always speed up your reply time compared to submitting a ticket when you’re logged-out or when you email directly.

Create New Campaign

The final major item on the home Dashboard screen is the Create Campaign button. Selecting this button allows you to begin creating a new campaign.