How to Schedule Your Marketing Campaigns With OptinMonster

Are you missing out on revenue because people aren’t seeing your marketing campaigns at the right times?

If you’re not scheduling your marketing campaigns so they’re super relevant to your audience, you could be hurting your business with irrelevant marketing.

That’s because 61% of consumers prefer to see relevant offers. If they don’t think your marketing campaigns are relevant to them, they’ll check out your competitors instead.

That’s the last thing your business needs.

So how do you create engaging marketing campaigns you audience can’t ignore?

The answer is to get their attention – and keep it – by showing campaigns at the perfect time to maximize conversions and leads.

We’ll show you how.

Video Tutorial

If video tutorials aren’t your thing, or if you’d like more detailed instructions, just keep reading!

Benefits of Marketing Campaign Scheduling

Scheduling marketing campaigns lets you display time-specific offers, deals and coupons, without having to be there to make sure they happen at the right time.

That “set it and forget it” feature is a big benefit of marketing campaign scheduling. If you’re in charge of marketing but are planning a big vacation, you can get all your campaigns ready in advance and set the timing so you don’t have to be on site personally. You can be tucking into your seasonal meal with your family and friends, relaxing while your site makes money for you.

Here’s another issue that’s a huge turnoff for visitors: clicking on a deal that turns out to be expired. You can avoid this on your own site by scheduling your marketing campaigns and switching off offers that aren’t relevant any more.

Automating campaign sending also helps you keep your customers’ attention by providing an easy way to switch campaigns and minimize campaign blindness.

We’ve seen OptinMonster customers use campaign scheduling to deliver timely and relevant campaigns to their customers. For example, Cloudways has used this feature effectively to boost free trial signups by 120%.

Cloudways used OptinMonster optins for a Halloween offer

In this guide, we’ll show you step by step how to schedule your marketing campaigns to improve conversions, leads and sales.

Which Marketing Campaign Tool Should You Use?

Before we get into how to schedule your marketing campaigns, let’s look at some of the key features to look for in a marketing campaign scheduling tool. One of the most important factors is that it must be super flexible to cope with different situations.

It’s not always enough to schedule marketing campaigns; sometimes you need to target them by:

  • location
  • demographics
  • referral source
  • previous interactions on your site
  • …and more.

OptinMonster’s advanced targeting features let you focus campaigns on visitors to specific pages and from specific locations at specific times.

With OptinMonster, you can ensure that each visitor sees your marketing campaigns at the time they’re most likely to take action.

OptinMonster also includes a range of marketing campaign templates so you can easily schedule campaigns for mobile devices, campaigns that include video or social media, and more.

schedule marketing campaign templates

Ready to get started with scheduling your marketing campaigns? Here are the steps you need to follow.

Step 1. Create Your Campaign

In this tutorial we’re going to create a summer themed marketing campaign, with a discount offer that expires on June 30.

scheduling a seasonal website popup date time

Start by logging into your OptinMonster dashboard and creating a new campaign.

om create campaign

Choose a campaign type. We’re using the Lightbox Popup for this tutorial. This is one of our highest-converting campaign types.

om-create-campaign-step1

Choose a theme for your popup. There are 22 themes to choose from, with various color schemes and layouts.

We’re going to use the Entice theme. Scroll through the available options in the search box, or type the name into the on-screen search box to find it fast.

schedule marketing campaigns - entice

(If you’d rather design your own marketing campaign, OptinMonster’s Canvas technology is the perfect way to do it.)

Name your campaign, and press the Start Building button. That’ll take you to the campaign setup window.

name your campaign

Step 2. Customize Your Campaign

The next step is to customize your chosen campaign so it meets your needs. You’ll be able to change the design, color scheme, and more.

Your marketing campaign template is pre-populated with text, but you can change everything to make it right for your business. Here’s how…

Let’s start with the headline, which is the main selling point for your offer. It must include the one big thing you most want people who see your campaign to know.

Click and drag to select the headline text, or just click on the headline. Type your new text in the headline area. Use the dropdown editing menu for text formatting.

edit headline campaign scheduling

Edit the body copy in the same way. Be sure to include instructions for how people can take up your offer such as clicking a link or entering their email address. Here’s how our campaign looks after a bit of editing:

om marketing campaign edited

Next, you’ll want to change the default image to one that relates to your offer.  If you don’t already have a great image, find one with our guide to 39 Places to Find Images for Better Conversions.

Click on the Modify button to go to the image upload area.

campaign scheduling modify image

Click on Drop or Add Images to upload your image, then click Insert Image into Campaign to add it to your campaign.

schedule marketing campaigns - add image

Next, go to the Optin area to edit other parts of your campaign. Click on the call to action button in the preview window, to bring up the Submit Field menu area.

It’s important to get the call to action right, since this will encourage visitors to opt in to your marketing campaign.

marketing campaigns - submit field

Type your new call to action in the Submit Placeholder area, then click on the colored area to bring up the Submit Background Color menu.

Click on the colored square to bring up the color picker, and change the color as desired.

om submit color change

You can use the same process to change the button’s border color via the Submit Border Color menu area.

If you want to change the background color for the text, navigate to Design Fields, and change the color in the same way.

You can also change text colors by highlighting the text and clicking on the paint drop icon.

om change text color

Another option for your marketing campaign is to use one of OptinMonster’s Display Effects to make it stand out even more.

For example, here’s how the Rubber Band effect looks with another campaign:

rubber-band display effect

Step 3. Set Up your Success Rule

The third step is to determine what people will see after they enter their email address. You’ll need OptinMonster’s Success tab for this.

There are several success actions to choose from. The default is to show a success theme.  That gives visitors  a “thanks for subscribing” message.

om marketing campaigns default success message

If you wish, you can click Switch Theme to change the look of your success theme.

om success themes marketing campaigns

You can also choose a different success action. One popular option is to Redirect to a new page. This’ll let you keep customer interaction going after people have opted in by showing new campaigns, which you can also schedule.

For this tutorial, we’re sticking with the default option, but if you’re using the redirection option, enter the URL of the page you want them to visit next.

om success redirect

For more ideas and inspiration, see our guide on how to leverage success themes.

Step 4. Set Your Schedule

The next step is to schedule your marketing campaign. To determine when your campaign will appear, go to Display Rules.

After X Seconds is selected by default, so visitors will always see your campaigns after they’ve been on your site for a while.

schedule marketing campaign display-rules-time

For campaign scheduling, go to Display Rules » When should the campaign appear and choose Based on the visitor’s date and time.

om display rules campaign scheduling

Make this rule active by clicking on the green toggle, then set your conditions. You can select date, time, day of the week, or month of the year, and you can vary the timing too.

om marketing campaigns schedule toggle

For a typical time limited offer, you’d use is on or before and set the end date. We’re using 30 June in our example.

om marketing campaigns end date

You can use multiple conditions for more fine tuning to set a start and end date, as shown below. Note that both conditions have to be fulfilled for your campaign to show.

om campaign scheduling multiple rules

If you use the time rule, you can also set the time to display in the visitor’s local time (shown below), in a particular timezone, or at certain times of day. That ensures that visitors only see offers when they’re most likely to buy.

schedule marketing campaigns timezone

You can also combine multiple display rules to further fine tune the display of your marketing campaign. In the Who should see the campaign section, you can target your scheduled marketing campaigns according to:

om display rules all

One of the best and highest-converting options to use with a lightbox campaign is OptinMonster’s Exit-Intent Technology. This entices visitors with a compelling offer just as they are about to leave your site. A well-timed exit-intent offer can stop visitors from leaving and get them more engaged with your site, which is why this technology is so powerful.

You can enable this functionality in When should the campaign appear.

om-campaign-scheduling-exit-intent

Step 5. Publish Your Campaign

The last step is to save your changes and publish your campaign. Click on the Publish button to view publishing options, then toggle the status button to make your campaign live.

marketing campaigns-publish-status

To get your marketing campaign on a WordPress site, you’ll need to install our WordPress plugin, and make your campaign live.

Another option is to use our sitewide embed code, which you can grab by clicking on a button in the campaign builder. Install it by following this guide, or give it to your web developer for installation.

om publishing options

Finally, you can embed your new marketing campaign with campaign-specific embed code, or use a shareable MonsterLink.

Scheduled Campaign Examples

Here are a few examples of scheduled marketing campaigns for your inspiration.

Cloudways increased free trials by 120% with scheduled marketing campaigns which combined exit-intent with a holiday theme.Most campaigns had conversion rates of between 2% and 4%, and one had a conversion rate of over 10%!

Cloudways used OptinMonster optins for July 4th offer

On OptinMonster, we run scheduled marketing campaigns with our Countdown Timer theme, and have achieved amazing results.

optinmonster cyber monday

Here’s a guide to creating a holiday sales timer that’ll help you to do the same.

Whale Cove Inn varies its messaging to provide discounts at different times of year, so its offers are always appropriate. Here’s a Lightbox campaign with Exit Intent from May:

Whale Cove Inn Lightbox Popup

If you enjoyed this tutorial, check out our guide on how to create a popup coupon that boosts sales and learn more about connecting with your customers in our email marketing guide.

Not using OptinMonster yet? Get started today and start converting more visitors into subscribers and customers!

Sharon Hurley Hall is a technical writer at OptinMonster. Sharon has been a professional writer for more than 25 years. Her career has included stints as a journalist, blogger, academic writer, university lecturer, and ghost writer. Find out more about Sharon at sharonhh.com

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