How Does OptinMonster Work? 3 Powerful Use Cases

Are you considering OptinMonster for your lead generation tool, but you’re not 100% sure how it works?

The right lead generation tool is essential for any business looking to thrive. It helps you grow your email list, nurture new leads, and drive more sales.

That’s why, today, we’re going to teach you how OptinMonster works and whether it’s right tool for you to grow your business. In this post, we’ll be looking at how OptinMonster works for:

By the end of this post, you’ll know exactly what OptinMonster does and whether or not it is the right fit for your needs. But before we dive in, let’s get a quick look at what OptinMonster is in the first place.

What Is OptinMonster?


OptinMonster is hands down the best conversion optimization toolkit on the market.

That means we help you get your site’s visitors to take the actions you want them to, including:

  • Boosting pageviews
  • Growing your email list
  • Increasing attendance to your webinars
  • Driving more sales

And much more. How do we do that? By helping you create powerful and effective marketing campaigns on your website for different purposes, such as lead generation, shopping cart abandonment, and more. These are small messages that come in the form of a popup, floating bar, fullscreen welcome mat, and many others.

optinmonster campaign examples

On each campaign, you’ll have a focused call to action (CTA) that asks your audience to look at, sign up for, or buy something.

But the best part is that you can show unique campaigns to each individual user based on their preferences, behavior, and interests. That means you can always show the right offers to the right people at just the right time in their customer journey.

Want to try it out? Click below to sign up for your RISK-FREE OptinMonster account today:

Grow Your Business With OptinMonster Today!
Now, let’s take a look at how OptinMonster works, depending on where you are in your online business.

How Does OptinMonster Work? 3 Use Cases

We’ll be looking at how OptinMonster can help expand your company whether you’re a:

  1. Small business
  2. Larger eCommerce store
  3. Online blog or publication

Let’s dive in!

1) How OptinMonster Works for Small Businesses

OptinMonster is the BEST conversion optimization tool for small businesses that want to grow. And the way we work for small businesses can be explained in 3 easy steps:

  • Building a conversion-optimized campaign that attracts your potential leads or customers
  • Making sure the campaigns are shown to the right site visitors
  • Turning your new visitors into leads or customers

Let’s check out what this looks like in more detail.

Step 1: Create a Stunning Campaign

With OptinMonster, you can build and design campaigns that truly connect with your target audience. This is your chance to speak directly to potential customers, so OptinMonster makes sure you start off on the right foot.

OptinMonster comes with a drag-and-drop editor to help you create the perfect optin campaigns to reach your marketing goals. You can quickly:

  • Build brand awareness
  • Grow your email list
  • Drive more sales

And more. Plus, you don’t need any code or technical skills at all.

drag and drop countdown timer

We offer over 50 pre-built templates that can be quickly modified for desktop, tablet, mobile devices, or all three. Or, you can build one from scratch in minutes with our drag-and-drop editor.

So, imagine this: your customer finds a piece of your content from Google, and they land on your website. After browsing a bit, they like the content and make a mental note to visit again in the future.

But we both know the odds of them coming back aren’t great.

As their cursor heads toward the Back button, a popup like this appears:

exit intent demo

Now, you have their attention again.

They love your website and want more of your content sent straight to their inbox. As a result, they sign up to your popup and get added seamlessly to your contact list.

This is called an exit-intent popup and works incredibly well. Here are a few companies that have seen success with these campaigns:

You can see similar results by building one of our many optin campaigns for your audience. But Exit-Intent® technology is just one of our many ways to show the right message to the right people.

Let’s look at a few other popular options.

Step 2: Show Targeted Campaigns to Each Visitor

If you run an online business, you know the importance of providing a good user experience (UX). And part of that UX is making each visitor have a personalized experience with your site.

With OptinMonster, you can easily show targeted campaigns to each visitor based on how they’re connected with your brand. You can determine whether or not you should display a campaign depending on questions like:

  • Is this visitor here for the first time, or are they coming back?
  • Can I address this visitor by name or location?
  • Has this person signed up for my newsletter?
  • Did this customer like my Facebook page?
  • How has this returning visitor interacted with campaigns they’ve seen on my site before?

And much more. The reason this is so important is that it allows you to personalize the UX for each visitor. As you make your campaigns more personalized, you can expect conversion rates to go WAY up.

That means more email sign-ups, more pageviews, and, of course, more sales.

The point is that with OptinMonster, you can rest assured that the right people will always see your campaigns at just the right time of their customer journey.

And this leads to the last way we help small businesses go to the next level.

Step 3: Turn Visitors into Leads (and Leads into Customers)

With our powerfully targeted optin campaigns, OptinMonster empowers small business owners to turn their site’s traffic into new leads.

Plus, we offer native integrations with the most popular email service providers (ESPs) like:

That means your new leads will automatically go to a contact list on your ESP, where you can nurture the leads with some email marketing best practices.

Then, as customers return to your website, you can create more targeted campaigns that are personalized to how they’ve engaged with your brand in the past.

And not only do we help you get the lead in the first place, but we also help you nurture that lead to create long-term clients.

So let’s say you got a new lead who signed up for your email list. Then, you used a few email campaigns to redirect them to a landing page.

Once there, you show them a personalized popup by their first name with a special offer:

Add Custom JavaScript to Your Campaign-min

This level of personalization makes the user feel like you’re working directly with them to solve a problem. Plus, that special offer is exactly what they’ve been looking for.

As a result, they sign up for the free month trial and continue their subscription once they’ve gotten a taste of your product.

This is just one example of how you can turn your new leads into long-term clients. In fact, this is the exact strategy that used to grow its email list by over 30,000 people each month!

So if you’re a small business looking to make the most out of your site’s traffic, then you need to give OptinMonster a try.

Sign up for your risk-free OptinMonster account today!

Now, let’s see how OptinMonster can help eCommerce stores thrive.

2) How OptinMonster Works for eCommerce Stores

When it comes to running a successful eCommerce store, all the marketing tactics really boil down to one thing: how do you drive more sales and increase profit?

Yes, having a robust email list is important. But ONLY if you’re filling that list with leads who will eventually spend money on your product or services.

With OptinMonster, you can get the best quality leads and drive MORE sales in no time at all.

Step 1: Create Campaigns to Highlight Your Products

Like we saw above, OptinMonster helps you create effective optin campaigns like popups, floating bars, slide-in scroll boxes, and more. We offer a drag-and-drop builder, so you don’t need any coding skills to create stunning campaigns.

For eCommerce stores, that means showing off your products in a way that’s engaging, compelling, and memorable.

Imagine you sell clothing items for both men and women. A new user arrives on your site and clicks through to the men’s department. Then, after 15 seconds or so, this popup appears:


Your user was already interested in men’s clothing, and now they have an added reason to buy: a new watch targeted directly to them based on how they interacted with your site.

The result? This optin campaign that took less than 5 minutes to build gets you more sales while simultaneously improving UX from your eCommerce store.

But building beautiful campaigns in a matter of minutes is only half the equation. Now, let’s look at the other half.

Step 2: Target Your Audience for eCommerce Deals

OptinMonster offers a host of unique ways to target your audience for popular eCommerce platforms like:

  • Shopify
  • BigCommerce
  • WooCommerce

OptinMonster WooCommerce Targeting Rules

In just a few clicks, you can make your campaign appear to the right customers depending on where they are in your sale’s funnel:

  • Has your customer added a certain item to their cart?
  • What’s their cart total?
  • Has this customer made a purchase in the past, and, if so, what related offer might they like?

These are the kinds of questions that can help you find the perfect targeting rule for each of your optin campaigns. Then, you’ll be sure that your eCommerce deals are always being seen by the right portion of your site’s traffic.

So, imagine the scenario from above. Only, this time, the user lands on your page and goes directly to the women’s department. Then, after 15 seconds or so, this popup appears:

CM Commerce popup demo

Now you’ve specifically shown a promotional deal to your new visitor based on how they engaged with your online store.

As you can imagine, this leads to way more sales for you.

This is one reason why OptinMonster is widely known as the best lead generation tool for eCommerce stores.

We have MORE campaign types and MORE ways to target your eCommerce customers than any other platform on the market.

Step 3: Re-target Your Audience After a Sale

Ok, now you’ve built the perfect campaigns for your eCommerce store. Then you showed these campaigns to the right people and, as a result, you’ve got a ton of new sales.

But what’s better than getting a new customer? Keeping that customer shopping with you time and time again.

With OptinMonster, we help you re-target your audience once they’ve made a purchase. That way, you can create lifelong customers to keep growing your business’ revenue.

You’ll be able to set up new campaigns to:

  • Upsell
  • Cross-sell
  • Downsell
  • Offer unique promotional deals (like free shipping)

This allows you to re-target returning visitors to drive more sales.

Imagine the person shopping for women’s clothing ended up buying a pair of jeans for 50% off. Now you know 2 things about this shopper:

  • They like jeans
  • They LOVE a good deal

When they return to your online store, you could welcome this visitor with a unique campaign that you already know they’ll love:


This is called making a “drip campaign,” and it lets you show a new offer based on how people have interacted with your previous campaigns.

But, again, this is just one of the many ways you can re-target your audience to increase eCommerce sales.

The point is that with OptinMonster, you aren’t simply getting new leads. Instead, you’re growing lifelong relationships with paying customers to drive MORE revenue.

In fact, you can even target customers who haven’t paid yet. Let’s see what that looks like.

Step 4: Reduce Cart Abandonment to Recover Lost Revenue

It’s no secret that shopping cart abandonment is one of the biggest problems online store owners face. Every year, trillions of dollars are lost from people abandoning their carts.

OptinMonster helps you put a stop to that. 

We’ve already covered some of the ways OptinMonster lets you target your audience with Shopify, BigCommerce, and WooCommerce.

But one of the biggest advantages of OptinMonster is that these rules can drastically reduce your shopping cart abandonment.

Here’s how: Imagine you’ve got a customer who visits your site and loves your products. They add a few things to their shopping cart and plan on checking out.

They get a notification from Facebook, which leads them to an article a friend suggested, which leads them to a YouTube video, which leads…

…well, you get the idea.

The truth is that a lot of shopping cart abandonment occurs simply because the user got distraction. NOT because they didn’t want your product.

Now you’ve lost money, and your customer doesn’t have the item they need.

But now imagine that when they get that Facebook notification, they start leaving the page. As they do, this popup appears:

WooCommerce Exit Intent Popup

Again, you have their attention.

You’ve now provided a small incentive for your customers to continue with checkout. Or you can pre-emptively give customers a special offer when:

  • They have specific items in their cart
  • Their cart reaches a predetermined subtotal
  • They’ve added an item with a unique product tag

And much more. With OptinMonster, you have many options for reducing shopping cart abandonment and recovering lost revenue.

Interested? Why wait any longer? Sign up for your risk-free OptinMonster account today!

But what if you run an online blog or publication?

3) How OptinMonster Works for Blogs or Publications

If you run a blog or online publication, OptinMonster can help you in a few different ways:

  • Increase your pageviews
  • Boost revenue from affiliate marketing or ads
  • Grow your email list
  • Sell your ebooks
  • And more…

The good news is that OptinMonster can help with both. Here’s how:

1) Affiliate Marketing

One of the biggest challenges for affiliate marketers is getting enough eyes in front of their affiliate links. They usually rely on two strategies:

  • Increasing pageviews on their site for articles with affiliate links
  • Using email marketing (responsibly) to promote affiliate products

Let’s see how this breaks down in more detail.

1.1) Increase Pageviews

First, OptinMonster is a great tool for boosting pageviews across your site. OptinMonster gives the ability to create optin campaigns that redirect your users to high-converting posts.

Imagine someone lands on a specific article on your site. And while this article is entertaining, it doesn’t get you many affiliate sales. But, there’s a related article that does.

So, you show your reader a popup that looks like this:

SU_lightbox redirect demo-min

Since the post is related to what they’re reading, they get intrigued.

They click the link and get redirected to the high-converting article with affiliate links. In the end, you get more MORE pageviews (which boosts SEO) and MORE affiliate sales.

This is exactly what Singularity University did to increase pageviews by 20% on their site.

1.2) Grow Your Email List

Second, we’ve already covered how effective OptinMonster is at growing your email list. What does this mean for your affiliate marketing strategy?

In a word, everything.

Because once you have a larger email list, you can really increase your affiliate revenue. This is done by sending out promotional email campaigns for your affiliate links (so long as you don’t hurt your email IP reputation by coming off as SPAM).

Or, you could simply promote your high-converting posts to your email list. This will get more eyes in front of your affiliate links and help you drive sales.

Are you not using affiliate marketing, but you’re interested in learning? Check out the following resources to get you started:

These posts will have everything you need to start affiliate marketing and boost your sales with OptinMonster.

2) Revenue from Ad Placement

Many blogs and online publications monetize their site by putting advertisements on their website. But just like we saw with affiliate links, the worth of your ad placement depends on getting more people to see and click through your ads.

In other words, more pageviews equal more revenue from ads.

And as we showed above, OptinMonster is the best tool for increasing pageviews on your site.

Again, you’ll be able to show optin campaigns like floating bars or popups to redirect users to more popular posts. These campaigns would look something like this:

Redirect campagin demo-min

Or, you’ll be able to grow your email list to stay in touch with your most loyal readers and subscribers. From there, you can use email marketing techniques to drive more traffic to your pages with ads.

And since this is traffic you own (because it’s on your email list), you’ll have consistently high traffic every time you send out a campaign.

Just take Adam Enfroy, for example, who grew his contact list to over 11,000 people in just one year. From there, he’s used OptinMonster to get over 500,000 monthly readers to his blog:

Adam enfroy current readers

That can amount to tons of money coming from paid ads on your site.

Ready to try it out? Click below to start using OptinMonster to get more pageviews and drive more revenue today:

Grow Your Business With OptinMonster Today!

So… What Can OptinMonster Do for You?

Whether you’re a small business owner, you run an eCommerce store, or have an online publication, OptinMonster is the BEST tool for growth.

Because the bottom line remains that OptinMonster is the fastest, most efficient, and most affordable way to grow any online business.

We hope that you enjoyed this article. And, as we’ve already said, one of the main assets a company can have is a robust email list. To improve your email marketing strategy, we recommend checking out the following resources:

Ready to take matters into your own hands and experience fast growth? Click here to start your risk-free OptinMonster account today!

Nathan Thompson
Nathan Thompson is a father, a writer, and a lover of travel (in that order). When he’s not wrestling with his kids, you’ll likely find Nathan giving his eyes a much-needed break from screens with a good book or planning a family trip with his awesome wife.

Disclosure: Our content is reader-supported. This means if you click on some of our links, then we may earn a commission. We only recommend products that we believe will add value to our readers.


  1. Thanks for reading this article – I hope you found it helpful.

    I wanted to let you know about our powerful Exit Intent® technology that converts abandoning website visitors into email subscribers and customers. Typically 70% of the people who visit your website will leave and never return, meaning all those marketing efforts to reach them have gone to waste.

    OptinMonster’s Exit Intent® technology detects user behavior and prompts them with a targeted campaign at the precise moment they are about to leave.

    You can unlock this powerful technology 100% free when you purchase our OptinMonster Pro plan.

    Get started with OptinMonster today and see why 1,000,000+ choose OptinMonster to get more subscribers and customers.

    Thomas Griffin
    President of OptinMonster

  2. Great piece that provides 3 very compelling cases and benefits

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