How to Create a Newsletter Popup (in 5 Easy Steps)

Last updated on

by

How to Create a Newsletter Popup (Step-by-Step Guide)

I used to struggle with getting email subscribers. I had a signup form on my site, but hardly anyone used it. Sound familiar?

The problem wasn’t my content. It was that visitors weren’t noticing my signup form. Newsletter popups, however, catch visitors’ attention and encourage them to sign up with special offers.

A well-timed popup puts your offer right in front of your audience at the perfect moment. It’s one of the fastest, easiest ways to grow your email list. And in this guide, I’ll show you exactly how to create a high-converting newsletter popup in just 5 simple steps

Do Newsletter Popups Work?

Here are a few real-life case studies to answer that question:

And these are just a few popup success stories from our customers at OptinMonster.

So, yes, newsletter popups work!

In fact, they’re more necessary now than ever. And when you create the right kind of newsletter popup for your site, you’ll see the following advantages:

  • Improved UX: Give your audience more of what THEY want with personalized offers.
  • Increase in Conversions: Build your business by getting more people to engage with your calls to action (CTAs).
  • Massive Growth in YOUR List: Drive more revenue through email marketing best practices.

These are just a few of the benefits of using a newsletter popup, though there are many others.

Which means you’re probably wondering, “What’s the catch?”

The main reason many people question the effectiveness of popups is that so many people use them wrong.

They create a general offer for an unspecified audience and display it instantly to every visitor. Now THAT kind of popup strategy is dead.

But when you can personalize offers directly to your target audience, you’ll see BIG results from your newsletter signups.

And when you show those offers at just the right times in your customer’s journey, you can expect even BIGGER results for generating highly qualified leads.

Today’s tutorial will help you learn how to make a newsletter popup, which could look something like this:

newsletter popup demo

We built this newsletter popup in under 5 minutes.

And throughout the steps in this tutorial, you’ll also learn how to target popups to your audience to get the most conversions possible.

Ready to get started? Let’s dive in.

How to Create a Newsletter Popup in 5 Steps

For this tutorial, we’ll create our newsletter popup with OptinMonster:

OptinMonster homepage. The heading says "Easily Turn Your Visitors Into Subscribers, Leads, and Sales."

OptinMonster is hands down the best lead generation tool on the market and your best bet for creating high-converting popups fast.

That’s because this tool gives you everything you need to build and automate your lead generation strategy.

Plus, it works with any platform your site is built with. If you’re a WordPress user, you can simply download the plugin and hop right in.

For all other platforms, you’ll just need to add a bit of code (the same way that you set up Google Analytics).

Not only can you make and target newsletter popups across your site, but you can build other campaigns like:

  • Floating bars
  • Fullscreen welcome mats
  • Slide-in scroll boxes
  • Inline campaigns
  • Content lockers
  • And much more…

Now let’s look at how easy it is to build your newsletter popup in 5 steps.

But first, be sure to click below and sign up for your 100% risk-free OptinMonster account to follow along:

BONUS: Done-For-You Campaign Setup ($297 value)

Our conversion experts will design 1 free campaign for you to get maximum results – absolutely FREE!

Step 1: Choose Your Template

Once you’ve signed up for OptinMonster, the automated setup wizard will help you connect to your website.

If you still need a bit of help, no worries. You can use either of these 2 resources:

Once you’re set up, you’ll loginto your OptinMonster dashboard and click Create New Campaign.

Click the green "Create New Campaign" button in upper-right corner of the OptinMonster dashboard.

You’ll be asked to select how you want to start your campaign. I suggest starting from a Template. (If you want to build your popup from scratch, select Canvas).

From there, you’ll be taken to OptinMonster’s template selection.

OptinMonster has over 700 pre-made templates to choose from. You can filter them for industry, goal, season, or special elements:

Screenshot of OptinMonster's template library. In the left menu under "Features," "Countdown timer" is selected. In the main section of the page, you can see a variety of popup template options that include countdown timers.

All of these are ready to go out-of-the-box, are fully responsive, and are 100% mobile-friendly.

You can browse through the templates and preview them before deciding. That way, you can choose the template that comes out most closely aligned with your brand.

For example, you might start with this simple newsletter popup template:

Popup with this quote for a heading: "It's my go-to-email every week to learn how to grow my business." The subheading asks the visitor to join the 5000+ other online business owners who get this email newsletter. Then there's an email field and "Sign up" button.

Or this lead magnet template, which asks for an email address in exchange for a free ebook:

Popup campaign that says "Enter your email and download our 100% free ebook 'Growth HackingTactics.'" Then there are fields for Name and Email Address, and a CTA button that says "Download my ebook"

When you’ve selected the template you want to use, you’ll need to name your campaign and select your website:

Screen in the OptinMonster dashboard asking users to name their popup campaign and select the website for their campaign to appear on.

Now you’re ready to go, click Start Building.

Step 2: Modify Your Campaign

As we mentioned earlier, OptinMonster has a drag and drop visual builder that doesn’t require any code.

That means you can quickly and easily create professional campaigns in minutes, even if you have ZERO technical or design experience.

When the build opens, you can modify any text element you want with OptinMonster’s inline editor:

OptinMonster popup where some of the text is highlighted to be edited. A toolbar offers formatting options such as font, size, color, and more.

This allows you to completely customize your messaging.

That way, you can make your offers personal to YOUR target audience.

For any other element you want to edit, such as buttons or images, simply click on the element to reveal editing options in the left menu:

An image is selected, revealing options in the left panel to replace or edit the image.

And if you want to add new features like images, videos, CTA buttons, custom HTML, and more, you can find these under OptinMonster’s Blocks.

That’s because each feature comes as a block element that fits neatly into place with your popup’s design. When you find the feature you want to add, drag and drop where you’d like:

OptinMonster's drag-and-drop builder. It shows a popup being edited that asks for an email address to get a coupon. The animation shows a countdown timer being dragged and dropped into the popup.

This is important because it means you don’t need any graphic design experience to make your newsletter popup look stunning.

Instead, everything fits together and is 100% customizable from features to fonts.

We won’t go into much more detail on how to modify your campaign because, at the end of the day, your popups’ design will depend on your offer.

But if you want some more help, we recommend starting here: How to Create Your First OptinMonster Campaign.

Next, let’s look at how to target your audience to get the highest conversions possible.

Step 3: Target Your Audience

Building a great newsletter popup is only half the battle.

The other half is showing that popup to the right people, in the right places, and at just the right time in their customer journey.

And that requires advanced targeting rules.

Fortunately, OptinMonster offers more ways to reach your audience than ANY other lead generation tool on the market.

A few of OptinMonster’s most popular rules include:

  • Exit-Intent® Technology: Re-engage visitors who are actively abandoning your website.
  • OnSite Retargeting®: Keep visitors interested in your brand by showing fresh popups to returning users.
  • Geolocation Targeting: Personalize the user journey by targeting people based on their physical location.

Again, these are just a few examples of OptinMonster’s most popular rules, though there are many others.

Plus, these are the same types of rules companies like Crossrope used to increase conversions by over 900%.

Or how Human Food Bar gets 1800+ newsletter subscribers per month!

For this tutorial, we’ll add an exit-intent rule to show your newsletter popup as people are actively leaving your website.

This is a pivotal moment in your customer’s journey because once they leave your site, odds are that they won’t be coming back.

To set this up, click Display Rules at the top of your OptinMonster dashboard.

By default, there are 2 rules set up:

  • Time on page is at least 5 sec.
  • Current URL path is any page
default-display-rules

Click on Time on Page to pull up the targeting rules menu:

targeting rules for optinmonster

Use the search bar to locate and click Exit Intent®:

select exit intent in optinmonster

Then you’ll need to decide which device you want this newsletter popup to appear for. You can choose from:

  • Desktop
  • Mobile
  • Both

You’ll also need to set your popup’s Sensitivity level. You can choose between:

  • Low
  • Medium
  • High
exit on devices

A quick note on Sensitivity levels: these determine how fast your popup will appear as a user’s mouse leaves the browser window.

But for mobile devices, Sensitivity levels are more important. They determine what kind of exit-intent rule is activated.

Low and Medium sensitivity will show your popup as users scroll back up on their mobile devices.

And High sensitivity will show your popup as users move to hit the back button on their smartphone.

Keep this in mind as you’re deciding how to set up your newsletter popup’s Exit-Intent® rule.

We’ll keep the second condition, current URL path is any page, as it is.

However, you can change this to target specific posts and pages across your site:

Change is any page to contains for display rules

This allows you to build custom offers for all of the content across your site. And it’s this level of personalization that will make or break your lead generation’s success.

From here, we need to add your email service provider (ESP) if you have one.

That way, your new leads will go exactly where you need them to be.

Step 4: Sync Your ESP

One of the best parts about working with OptinMonster is that it allows you to automate your lead generation process.

Every popup or campagin you build can send new leads to different segments of your contact list.

By “segment,” we simply mean a sub-group of your larger audience. This is called “audience segmentation” and will play a crucial role in getting you more conversions.

For more information on how it works, check out this post: 50 Email Segmentation Tips You Need to Use Now.

Here’s what you need to know for today:

Go to the Integrations tab from your OptinMonster dashboard.

Then find and click Add New Integration in the left-hand side menu:

newsletter popup add new integration

Then select your ESP from the drop-down menu:

connect your esp to optinmonster

OptinMonster natively integrates with most ESPs on the market. And in the majority of cases, all you need to do is copy and paste your ESP’s API key to connect.

Don’t see your ESP on the list? No worries. OptinMonster syncs with ANY email provider on the market.

For more help, follow this in-depth tutorial: How to Sync OptinMonster With Any Email Provider Using Webhooks.

Once you’ve connected your ESP, you can select any audience lists you’ve created through your email provider:

select list from sendinblue

This ensures that you send your new leads exactly where they belong in your ESP (according to which offer they signed up for).

This not only boosts conversions, but it makes your email copywriting much easier.

When your ESP is connected to OptinMonster, there’s just one last step: publishing your campaign.

Step 5: Publish Your Newsletter Popup

When you’ve finished creating and configuring your campaign, you’re ready to make it go live.

From the Publish tab in your OptinMonster dashboard, you can preview your campaign to make sure it looks perfect.

Here’s the newsletter popup we built and previewed for today’s tutorial:

newsletter popup demo

Again, we created and targeted this popup in under 5 minutes from start to finish.

To preview your campaign, click Preview from the publishing menu:

squarespace newsletter signup form preview

When you’re done, you can switch the post’s status from Draft to Publish, all from the same Publish menu in your OptinMonster dashboard:

publish-preview-optinmonster-campaign (1)

After you select publish, you’ll follow the instructions for activating the popup on your website platform. If you’re using WordPress, log in to your WordPress account and check the status of your popup from the Campaigns list.

You can find this in your WordPress dashboard by navigating to OptinMonster > Campaigns:

popup status in optinmonster

And now your newsletter popup is live and ready to go.

We hope this post helped you create a popup to get more newsletter subscribers for your site.

If you’ve just been reading along, what are you waiting for? Click below to start your 100% risk-free OptinMonster account to get MORE subscribers 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!

And if you did find this post helpful, you definitely don’t want to miss the following resources:

These articles will have even more information you need to grow and monetize your email list once you see more subscribers coming from your newsletter popup.


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.



Add a Comment

We're glad you have chosen to leave a comment. Please keep in mind that all comments are moderated according to our privacy policy, and all links are nofollow. Do NOT use keywords in the name field. Let's have a personal and meaningful conversation.

Popular Posts

Connect with us:

Start Getting More
Leads & Sales Today
with OptinMonster!

Popups work, and you can get started for a few bucks a month. What are you waiting for?

Create and launch smart capture forms
today in minutes. What are you waiting for?

In only 7 months, we added more than 95,654 names to our email list using OptinMonster’s Exit Intent™ technology. We strongly recommend it!

Michael Stelzner - Best Lead Generation Tool

Michael Stelzner

Founder Social Media Examiner

I hate popups, so I was hesitant to try one on my site. But the results from OptinMonster exit-intent popup speak for themselves. I doubled my subscription rate immediately without annoying my users. I haven’t had a single complaint. My only regret is that I didn’t start using OptinMonster sooner. I can only imagine how many subscribers I could have added to my email list! If you have a blog, then I highly recommend you start using OptinMonster. I’ve researched them all, and it’s the best in market.

Michael Hyatt - WordPress Lead Generation

Michael Hyatt

New York Times Bestselling Author Platform: Get Noticed in a Noisy World

Exit-intent popups have doubled my email opt-in rate. When done right, you can see an instant 12% lift on driving sales. I highly recommend that you use OptinMonster for growing your email list and sales.

Neil Patel - WordPress Popup Plugin

Neil Patel

Founder QuickSprout