22 OptinMonster Hacks to Boost Your Conversions

Over the years, we have added a lot of powerful features in OptinMonster to help you increase your traffic, subscribers, and revenue.

Whenever we talk with customers at marketing events, one of the most common questions we get asked is: what are some of our favorite OptinMonster hacks to boost conversions?

Well, OptinMonster is the most advanced conversion optimization software in the market. So we actually have quite a few favorite hacks that we use to boost conversions. 22 to be exact.

Whether you’re just starting out, or you’re an OptinMonster veteran, you’ll definitely have several A-HA moments as you read through these hacks.

Some of these will only take you a few clicks to implement while others can take a few minutes.

That’s why we have added a step-by-step tutorial with each tip, so you can easily implement them in your campaigns.

Now this is a really long, in-depth post. To easily browse through the tips, feel free to use the table of contents below…

Table of Contents

  1. Increase Conversions on Your Popular Pages
  2. Boost Optins by 5X with Content Upgrades
  3. Double Your Optins using Multiple Triggers
  4. Improve Your Sales with Marketing Automation
  5. Recover Abandoning Visitors with Onsite Retargeting
  6. Improve Engagement with Custom Greetings
  7. Increase Conversions with Welcome Gate
  8. Convert Engaged Visitors into Buyers
  9. Retarget Visitors with a Second Offer
  10. Instantly Turn a Blog Post into a Lead Magnet
  11. Reward New Subscribers with Instant Gratification
  12. Boost Affiliate Earnings with Targeted Offers
  13. Increase Your Mobile App Downloads
  14. Get Personal with a Video Optin
  15. Get More Facebook Likes
  16. Grab Your Visitor’s Attention with Animations
  17. Wow Your Subscribers with Smart Tags
  18. Boost Your Holiday Sales
  19. Improve Your Email Open rates with Whitelisting
  20. Boost Social Media Shares
  21. Tweak Your Optins with a Split Test
  22. Take OptinMonster Even Further with Canvas

Ready to get started? Let’s go!

You may have heard of the 80/20 rule which says that 80% of your results usually come from 20% of your efforts. This is also true for online marketing: 80% of your conversions usually come from 20% of the pages on your site.

These pages are the most popular pages on your site. If you only increase your conversions on these pages, you can easily skyrocket your overall results.

With OptinMonster, you can optimize your popular pages by creating customized offers for them, and displaying those offers using exit-intent (or another trigger). But to do that, you’ll need to know which pages to optimize.

You can take advantage of OptinMonster’s native analytics without connecting anything, but if you want to use Google Analytics, we’ve got you covered.

If you don’t already have a Google Analytics account, follow the instructions here to create one.

Then, you’ll need to integrate your Google Analytics account with your optin forms. Simply edit one of your optin forms, and click on the Analytics tab. From here, you can select your Google Analytics account and the website profile that you want to use.

Hit the green Save button to save your changes. Now, you’ll be able to start tracking your pageviews right away (even if you’re just getting started with your Google Analytics account).

To view your highest converting pages, go to your OptinMonster campaign dashboard and click on the graph icon above your optin form.

accessing campaign analytics from the campaign dashboard

Now you will see an overview of your analytics for that optin.

optinmonster campaign analytics

Scroll down to see your Top 10 Highest Converting Pages.

optinmonster analytics highest converting pages

These are the 20% of your pages which yield 80% of your results!

Now that you know which pages you want to optimize, you can create custom lead magnets or content upgrades for them. Your lead magnet could be a checklist, eBook, mini-course, case study… basically anything that relates specifically to the topic of that page or post.

Once you’ve created your custom lead magnet, create an optin form for it. Then, set it to be displayed on exit-intent (or another trigger).

To set this up, go to the Display Rules tab and add an exit-intent condition. Also, set an OnSite Retargeting condition to show your campaign if visitor has visited URL path that, set the dropdown menu to exactly matches, and enter the URL path for the page you want to optimize.

That’s it! Now your popular pages are optimized for conversions.

2. Boost Optins by 5X with Content Upgrades

Did you know that blog posts with content upgrades covert 5X more email optins?

A content upgrade is a lead magnet that is specific to a particular blog post. For example, if your blog post is about how to grow an herb garden, you could offer a PDF checklist of all the supplies needed for planting an herb garden.

Here’s how to add content upgrades to your site with OptinMonster:

First, go to your OptinMonster dashboard and click on the Create New Optin button.

Select Popup as the optin type, and choose from any of our templates. We’ll use the Bullseye theme.

Name your campaign and choose the site you want to use.

Next, upload an image for your content upgrade and change the colors, fonts, etc. to match. All of this can be customized by clicking on the element you want to edit.

Once you’re happy with how your content upgrade form looks, go to the Integrations tab and select your email provider from the dropdown menu. Depending on your email provider, you’ll also have some additional options to choose from.

constant contact integration

Now it’s time to set up the delivery of your content upgrade.

There are several different ways to deliver it, but the easiest way is by offering an immediate download. You can do this by redirecting the URL right from your Optin view.

If you’d rather show the download after confirming that the user has signed up, you can create a Success view. In that case, you’d set the button action on your Optin view to Go to a view and choose The Success view.

Then, you’ll go to the Success view tab and import the layout from the Optin view.

Next, we’ll add a button by clicking on + Add Blocks, choosing the button element block, and dragging it over to your live preview:

After that, format your button to look the way you want it.

Then, you’ll need to add a button action as we did earlier:

Now it’s time to turn this content upgrade form into a 2-step optin.

A 2-step optin is an optin form that loads only after the user initiates the process by clicking on a link. We always recommend that you use a 2-step optin for content upgrades because this converts the best by far.

To make your popup load on-click, go to the Display Rules tab and set a condition to visitor clicked MonsterLink™.

Once you’ve activated it, click on the blue Copy MonsterLink Code button.

Now the code for your MonsterLink has been copied to your clipboard.

Make sure to save your campaign regularly using the Save button at the top of the page before you proceed to the next step.

Next, you’ll need to paste the MonsterLink code you just copied into your blog post. Just paste it wherever you want your link to appear.

On our blog, we put the link inside a blue box like this:


After pasting the MonsterLink into your blog post, you’ll need to publish the optin form.

That’s it! Now your content upgrade optin form will load when your visitors click on the link in your blog post.

3. Double Your Optins by Using Multiple Triggers

Did you know that over 70% of your visitors abandon your website, never to return? You may have a timed popup on your site, but that won’t help to capture leads who leave your site before triggering it.

With OptinMonster, you can double your optins by displaying a campaign when someone is about to leave your site OR based on another trigger (depending on which happens first).

Here’s how to do it:

First, go to the Display Rules tab to set your first trigger. We’ll set our popup to appear when the user has scrolled down 50% of the page.

set distance scrolled to 50%

Then, add a second trigger by clicking + Add New Ruleset on the left side of the screen.

add a new ruleset

You will be prompted to give this new ruleset a name.

name your new ruleset

From here, add your exit-intent display rule:

Hit the green Save button at the top of the screen to save your new settings.

Now, if a user scrolls down 50%, your popup will appear, and they won’t see it again. But, if the user starts to leave your site before scrolling, the popup will appear, and they won’t see it again after that.

That’s it! You’ve just killed two birds with one stone.

4. Improve Your Sales with Marketing Automation

You may know that it’s important to tailor your sales funnel to the needs and interests of your buyer persona. But what if you have more than one buyer persona?

Each persona has its own interests, so you should send them targeted emails based on that interest.

With OptinMonster, you can target specific buyer personas based on their interests, and then segment or tag those people accordingly in your email marketing service.

This allows you to tailor your email marketing campaigns to each of your buyer personas, improving your overall sales.

Let’s go ahead and set this up with OptinMonster.

For the purpose of this tutorial, let’s say that you want to segment visitors who are interested in Facebook advertising. You could create a targeted offer for those people, such as this:


Once you’ve created your targeted optin form, you’ll need to display it to the people who are interested in Facebook ads. For example, if you have a Facebook ads category on your blog, then you can target anyone who reads a post from that category.

To set this up, go to the Display Rules tab and add the condition current URL path.

Next, select contains from the dropdown menu and enter the URL path for your Facebook ads category (e.g., blog/facebook-ads).

Now this popup will be displayed to visitors reading any post from the Facebook ads category.

Next, you’ll need to integrate this optin form with your email provider so that new subscribers are automatically tagged with the Facebook ads interest.

To do this, go to the Integrations tab. Then select your email provider. If your email provider supports tags or sequences, you’ll be able to select those under the Lead Options section.

constant contact integration

That’s it! Now your optin form will be displayed to visitors with a specific interest. When they opt-in, they will be automatically tagged with that interest, so you can send them a targeted series of emails.

For help with creating your autoresponders, check out our post on 6 steps to create an effective email autoresponder series.

5. Recover Abandoning Visitors with Onsite Retargeting

OptinMonster is not just limited to optin forms. You can also use OptinMonster’s onsite retargeting to convert users into customers before they leave.

Retargeting is when you bring a lead back to your offer after they abandon it. Retargeting usually requires paid advertising (like those ads that seemingly “follow you” around the web).

However, with OptinMonster’s onsite retargeting, you don’t have to pay a single cent to bring these leads back to your offers and increase your sales.

For example, let’s say someone visits your sales page, but doesn’t put the product in their cart. Maybe they still have some questions before they are ready to buy, or perhaps the offer just isn’t quite enticing enough for them.

You can retarget that person by detecting when they are about to abandon your site (using exit-intent). Then, you can bring them back to your offer, and/or help them to overcome any objections or obstacles in the way of making that purchase.

Here’s an example from our pricing page. This is what the user sees if they start to exit the page:


When you click on the “Get Started with OptinMonster” button, the popup closes and you return to the pricing page.

But when you click on the “I have a few questions first!” button, you’ll see a contact form that looks like this:


Here’s how to set up onsite retargeting with OptinMonster.

First, create a new optin form using one of our lightbox templates.

Next, you’ll need to have Yes/No buttons enabled. Go to the Yes/No tab, and activate the Yes/No view.

activate yes/no view

Now you need to set the actions for your Yes/No buttons.

First, we’ll change the text for the Yes button to “Ask a Question.” Simply enter the new copy for your button into the Yes Text field to change it. Then, set the Yes Action to go to the Optin view.

Next, we are going to change the No Text to “No thanks, I’m ready to get started now!” We’ll set the No Action to Close the campaign.

Now our popup looks like this.


Next, you’ll need to change the form that appears when the “Ask a Question” button is clicked.

Go to the Optin tab to customize your optin form. Here’s what ours looks like using the Simple theme.


If you want to add more form fields, you can choose our Canvas theme instead, which allows you to create anything from scratch. You can even add a WordPress shortcode to your popup.

Finally, make sure that you set this popup to appear on exit-intent.

You can set it to appear only on your pricing page by using the current URL path contains condition that we used earlier. Then set it to show when the URL path exactly matches the URL for your pricing page.

That’s it! Now you are all set to recover abandoning leads using onsite retargeting.

6. Improve Engagement with Custom Greetings

The more targeted your offer, the higher your conversion rate will be. It’s as simple as that. If you expect to receive traffic from a particular source (e.g. from a popular publication you’ve just been mentioned in), plan on greeting that traffic with a targeted offer.

Here’s an example of a custom greeting with a targeted offer.


(This popup was created using our Case Study template.)

With OptinMonster, you can display a custom greeting like this using referrer detection technology.

To set this up, go to the Display Rules tab and use the referrer URL condition.


Now, anyone who comes to your site from any page on that domain will see your customized greeting.

Enjoy the high engagement in that traffic!

7. Increase Conversions with Welcome Gate

As smart marketers know, sales (and even customer satisfaction) actually decrease with the number of choices available. This principle is very important to keep in mind when it comes to your website visitors.

If you want your users to be happy with their decision to opt-in, then you’ll need to limit their choices as much as possible. The easier you can make the decision for them, the higher your conversions will be.

That’s why we created our fullscreen welcome gates. These optins minimize the choices on your site by making your call to action fill up the entire screen, keeping all other choices out of view. The links in your navigation bar, your recent blog posts, and any other elements on the page will not be visible until the user either opt-out or scrolls down the page.

To create a fullscreen welcome gate, simply go to your OptinMonster dashboard and create a new optin. Select Fullscreen as your campaign type, and choose a template. Then, enter a title for your campaign, and select your website.


Next, you’ll be taken to the edit screen. You can make any styling modifications to your welcome gate from the Optin tab: upload a new background, add our own logo, change the copy, and modify the fonts and colors.

Now that your welcome gate looks the way you want, you’ll need to tell OptinMonster where you’d like it to load.

Go to the Display Rules tab to see your options. We want our welcome gate to appear on the homepage, so we’ll use the condition current URL path is the homepage.

Now your welcome gate is ready to be embedded on your site so you can see higher conversions on your homepage (or any page)!

For detailed instructions on embedding a welcome gate on many popular platforms, see our platforms doc.

8. Convert Engaged Visitors into Buyers

Wouldn’t it be great if you could target your most engaged visitors, and turn them into customers right away? Well with OptinMonster, you can.

People who have viewed 4 or more pages on your site are very interested in what you have to offer. Why not reward those people with an extra incentive to buy now?

If you sell information products, you could target these people with a popup that says, “Thanks for browsing my site! I’d like to give you a special discount on my course.”

Or, if you have an eCommerce site, you could offer a coupon code.

Here’s how to use OptinMonster to target your most engaged visitors and convert them into buyers.

First, start with one of our lightbox templates. We’re using the Shopping theme for this tutorial. Then, go ahead and edit the optin form with your own copy and image (from the Optin tab).

Next, click on the Yes/No tab and activate the view (we did this before in hack #5).

The actions for each button will already be set to the way you need them for this hack. When the Yes button is clicked, it will show the optin form, and when the No button is clicked it will close out the popup. Leave these button actions alone, but go ahead and change the copy, colors, fonts, etc. from this screen.

Now that your buttons look the way you want them to, let’s set the display rules for this popup.

Go to the Display Rules tab to view your options. We’re going to set our coupon to show up after 10 seconds by setting a condition to time on page is at least and then put in the number of seconds you want.

Next, we’ll need to set this popup to only be displayed once the visitor has viewed at least 4 pages. To do this, add another condition of pages viewed is at least then put in the number of pages you want.

That’s it! Now your popup will appear to your most engaged visitors so you can convert them into buyers right away.

9. Retarget Visitors with a Second Offer

Not everyone is going to opt-in to the first popup you show them. In fact, many people will close out of your offer without even reading it at all. Do you have a plan for bringing those visitors back to your sales funnel?

With OptinMonster, you can set a second offer to appear if someone closes the first offer. These “second chance” offers convert really well, so there is absolutely no reason not to use them.

We recommend setting this up by showing a different optin type for the second chance offer.

For example, you could display a timed popup on the first page view, like this.


If the user opts-in to this popup, then they won’t see this offer again.

But, if they close out of this popup, then they will see a slide-in on their second page view, like this.

To set this up, you’ll need to create a popup using one of our lightbox templates. Then, go to the Display Rules tab and set it to appear after a certain number of seconds as we did in hack #8.

Next, you’ll need to create a second optin by choosing from one of our other templates, such as a slide-in or a floating bar.

Then, go to the Display Rules tab for that optin and add a condition of visitor has closed, choose Campaign from the dropdown, and choose the campaign showing the first offer from the Select a campaign dropdown.

You’ll also need to add another condition of pages viewed is at least then put in the number of pages you want. We’re going to use 2.

This way, they won’t see two optin forms on the same pageview. You only want the second chance offer to appear once they navigate to the 2nd page on your site.

That’s it! Now you can retarget visitors who close out of your first popup by giving them a second chance to convert.

10. Instantly Turn a Blog Post into a Lead Magnet

Want to spend less time creating lead magnets? With OptinMonster’s content gating feature, you can instantly turn any blog post into a lead magnet.

Content gating is when users can only see your content once they enter their email. It works really well as an incentive to get people to join your email list. And the best part is, you don’t have to create anything to download because the content lives right on your site.

You can even partially gate your blog posts so you can continue to use them for driving organic traffic.

For example, let’s say you have an ebook showing people how to mobilize their eCommerce business. You could allow anyone to read the first few pages, but in order to access the remaining pages, they’ll have to enter their email address.

To set this up, you’ll need to start with one of our after post/in-line optin form templates. We’re using the Basic theme.

Once your optin form looks the way you want, go to the Inline Settings. You can easily get there by clicking on the little Home icon:

In your Inline Settings, toggle Lock Content Below Campaign to green. Then, choose the Content Locking Style you want (we’re using Obfuscation).

Once you are satisfied with your settings, set your campaign to Live from the Publish tab.

To show this off on your site, paste the embed code (or the shortcode if you are using WordPress) just above the content that you want gated.

For more help with content locking, check out our guide to gated content.

Now, all the content below your optin form will be blocked until the user enters their email address.

gated content example

That’s it! Now you’ve instantly turned your blog post into a lead magnet.

11. Reward New Subscribers with Instant Gratification

If you promise to deliver a lead magnet, you better deliver it as soon as possible. People hate waiting to receive something, and they love instant gratification.

There are several different ways to deliver a download with OptinMonster, The quickest way is by using a success message with a download link. Here’s how to do it.

First, you’ll need to go to the Success view for your optin.

If there isn’t already a button on the view, you’ll need to add one by clicking on + Add Blocks, choosing the button element block, and dragging it over to your live preview as we did in hack #2.

Then, you’ll change the button action to redirect to your download URL.

That’s it! Now your users can download their lead magnet instantly, right after they enter their email address.

12. Boost Affiliate Earnings with Targeted Offers

Do you sell affiliate products on your site? You probably have some great content about those offers. But are you doing everything you can to make that content convert?

For example, you may have a review on your site for an affiliate product. When someone visits that review, you shouldn’t let them go without seeing your affiliate offer one more time.

OptinMonster’s exit-intent technology allows you to detect when someone is about to leave your product review post, so you can redirect them to the affiliate offer before they leave your site forever.

To set this up, first, choose from one of our lightbox templates and enable the Yes/No view. Then, edit that view to include your affiliate offer.


For the Yes button action, we’re going to select Redirect to a URL and enter the affiliate link into the Redirect URL field.

Now your affiliate popup is designed and ready to go. It’s time to set the display rules!

We’re going to include an exit-intent rule to start. But, we also want the campaign to appear when visitors are on a specific page (our review page for the affiliate offer we’re showing).

To do that, add the condition current URL path contains, then enter the slug for your affiliate review page:

That’s it! Now your exit-intent popup is ready to boost your affiliate earnings.

13. Increase Your Mobile App Downloads

Do you want more users to download your mobile app? OptinMonster allows you to create popups specifically for mobile users, so you can prompt them to download your app.

To create a mobile popup, start with one of our many mobile templates. For this tutorial, we’re using the Basic template.

Note: If you have just 2 download links, you can do this using the Yes/No view. We’re going to show you how to do this using the Optin view in case you only offer 1 download link.

First, we’ll delete the optin fields by clicking on them in the live preview and then clicking on the little garbage can that appears above the element.

Next, you’ll need to add buttons by clicking on + Add Blocks, choosing the button element block, and dragging it over to your live preview as we did in hack #2.

Once you have the number of buttons you want, edit the button text and button action. We’ve changed our button text to give people 2 download options (iPhone and Android) as well as a third option to learn more about the app.

Now you’ll want to set the button action for each of your buttons following the same process we used in earlier hacks.

With OptinMonster’s mobile templates, there’s no need to specify the type of device you want to target! Since you’ve created a mobile-specific campaign, your campaign will only show up to visitors coming from a mobile device.

That’s it! Now users who view your site from their phones will be prompted to download your mobile app.

14. Get Personal with a Video Optin

Videos are a really great way to grow your brand, make your optins more personal, and help your prospects feel closer to you. You can add a video to your optin form very simply with OptinMonster.

All you have to do to add a video is to select the Lightbox optin type and choose the Theater theme.

choose the theater campaign

The Theater theme will allow you to add a video that has been uploaded anywhere on the web, including YouTube, Vimeo, Wistia or your own site.

To add your video, click directly on the video in the live preview to bring up the editing tools. Enter the embed URL for the video in the Hosted Video URL box.

enter hosted video url

That’s it! Now you can use a video to make your optins more personal, convert better, and build your brand.


15. Get More Facebook Likes

Want to boost your Facebook likes? The perfect time to do it is right after someone has just subscribed. These people are very interested in what you have to offer, so they are the perfect candidates for your fan page.

With OptinMonster, you can add a call to action to like your Facebook page immediately after someone opts-in to your email list. Here’s how to do it.

First, edit one of your optin forms. Then go to the success view, and add an HTML block to your campaign.

From here, you’ll need your Facebook code from the Facebook Page plugin site.

Enter the URL of your Facebook page.


Adjust the width and height to meet your needs. We’re using 500 px wide and 250 px high.


Adjust other settings as needed. For example, we selected Use Small Header so there’s more page content on display in our like box popup.


Click the Get Code button. A box will pop up.


Facebook provides two blocks of code.


Copy the first block. Keep the tab open, as you’ll need to come back to grab the second block of code.

Go back to the campaign builder, and paste the first block of code you copied from Facebook. Return to the tab with the Facebook Page plugin website and copy the second block of code. Paste this code below the first block of code.


Save your campaign.


Take a look at your campaign by going to the Publish tab and setting the campaign’s status to Live. You’ll want to save your campaign again.


Now, select Shareable MonsterLink™ in the Platform section. Copy and paste the provided link in a new tab.


You’ll need to play around with the sizing to get it right, but here’s an example of what you can do:


That’s it! Now you can start getting more Facebook likes right after someone opts-in to your email list. Want the instructions from start to finish? Check out our tutorial on how to create a custom Like Us on Facebook popup!

16. Grab Your Visitor’s Attention with Animations

Want to really grab your visitor’s attention? A really cool feature that OptinMonster has is the ability to add animations. Let’s get started adding animations to your popups.

First, go ahead and create a lightbox optin form (or edit an existing one). For the purpose of this tutorial, we’ll select the Overlayed lightbox template.


Next, go to the Optin tab and edit your optin form to look the way you want.


Now that your popup looks good, scroll down to the Design Fields section and open up the Display Effect dropdown menu.


When you open it up, you’ll see lots of different animations that you can add to your popup.

Let’s try out the Rubber Band animation…


When you select an animation, you’ll see a preview right inside your edit screen.

Here’s what the Rubber Band effect looks like.

rubber band monster effect

That’s it! With your fun new animation, it will be impossible for visitors to miss your popups.

17. Wow Your Subscribers with Smart Tags

Do you want to really wow your subscribers and convert more of them into paying customers? Using OptinMonster’s Smart Tags feature, you can create personalized greetings on your site that welcome your subscribers by name.

For example, let’s say you have a special offer for your subscribers. You could send them an email with a link to the offer. When the page loads, they will see a popup (or a welcome gate) that addresses them by name.

Here’s how to set this up with OptinMonster.

First, create or edit an optin form. We’ll use the lightbox Trial theme for this tutorial.


Next, edit the copy for your popup by clicking directly on the copy you want to change.

We’d like our popup to address subscribers by their first name. If no first name information is available, we’d like it to say “Hey there!” as a fallback.

To do this, we’ll add {{name|there}} to our popup, like so.


Next, you’ll need to define the “name” variable so that OptinMonster knows what to put there.

To do this, you can simply add the subscriber’s first name to the URL as a query argument. For example:


Of course, you can’t add this URL manually to each individual email. Your email provider likely uses merge tags to insert variables, such as first name. You can use those merge tags when adding the link in your email.

For example, if you use ConvertKit, their first name merge tag is {{ subscriber.first_name }}. So when drafting your email in ConvertKit, your link would look something like this:

http://yourwebsite.com/?name={{ subscriber.first_name }}

ConvertKit will automatically change the merge tag to the subscriber’s first name for each individual email.

So, when your subscriber named Thomas clicks on the link, they will see a popup that looks like this.


But– if a subscriber clicks on the link but there is no first name information for that subscriber, they will see a popup that looks like this.


That’s it! Now you can wow your subscribers by greeting them by name.

18. Boost Your Holiday Sales

Have a holiday promotion coming up? You can boost your sales by adding a time sensitive popup to your site. Here’s how to add a holiday offer to your site with OptinMonster.

First, go to your OptinMonster dashboard and create a new popup, floating bar, slide-in, or any optin type you like. For this tutorial, we’ll use the lightbox Bullseye theme.


Next, go ahead and upload your image, edit the colors, add a call to action button (by enabling Yes/No buttons), etc. until your popup looks the way you want.


Now it’s time to set this to display during your sale in the visitor’s timezone.

Go to the Display Rules tab, and activate “Based on the visitor’s date or time”. Then select “the current date”, “is on or before”, and enter the end date for your holiday promotion.


That’s it! Now your popup is all set to boost your holiday sales.

19. Improve Your Email Open Rates with Whitelisting

Want to improve your email open rates? Get more subscribers to whitelist your email address!

Whitelisting ensures that new subscribers will receive your emails. Plus, the more people who whitelist you, the more reputable you look to spam filters (increasing the likelihood that you’ll land in inboxes across the board).

The right time to ask people to whitelist you is immediately after they have subscribed. That’s why we have a success template that you can use for this purpose.

First, record a quick video of your screen explaining how someone can whitelist your email address. Then upload it to your website, or a video sharing platform such as YouTube, Vimeo or Wistia.

Next, go to the Success tab for your optin form and click on the “Switch Theme” button.


From there, go ahead and select either the Curtain Call or the Estate theme. (We’ll pick the Curtain Call theme.)


Now scroll down to the Design Fields section. Paste the embed link to your video under the Video Embed URL field.


That’s it! Now your optin form will display your whitelisting instructions right after someone opts in.


20. Boost Social Media Shares

Do you want your new subscribers to spread the word about your lead magnet? Strike while the iron is hot by asking them to share immediately after they opt in.

With OptinMonster, you can add a call to action with sharing buttons right inside your success message. Here’s how to do it.

First, go to the Success tab for your optin form and hit the “Switch Theme” button.


Next, select the Firm theme.


Go ahead and edit the success message to look the way you want with your own copy, colors, fonts, etc.

Once it looks good, you’ll need to set the Facebook and Twitter buttons to share your lead magnet.

To do this, you’ll need to generate sharing links for your lead magnet. Share Link Generator is a great free tool for this purpose. Just paste the link to your lead magnet page, and it will generate a Facebook and Twitter share URL.

Next, go to the Design Fields for your Facebook button. Paste the Facebook share URL into the Facebook Location field, and change the Facebook Link Text to “Share on Facebook”.


Now repeat the same process for your Twitter button.


That’s it! Now your popup will encourage new subscribers to share your lead magnet on Facebook and Twitter.


21. Tweak Your Optins with a Split Test

Are you curious to know which headline, image or offer converts best? With OptinMonster, you can split test your campaigns and make data-informed decisions about what to tweak.

Here’s how to create a split test in OptinMonster.

First, go ahead and create the primary version of your optin form. For this example, we’ll test which offer converts best: a 25% off coupon, or free shipping.

Here’s what the 25% off popup looks like. We’re going to split test the headline (highlighted in blue).


Before we create a split test variation, we’ll need to connect this popup to our Google Analytics account.

This part only takes a few seconds: just click on the Analytics tab and select your Google Analytics account and website profile from the dropdowns.


Now it’s time to create a split test variation.

Save this popup, and exit out of the editor to return to your OptinMonster dashboard. Then click on the split test icon.


Next, click on the Create a New Split Test Variation button.


On the next screen, enter a name and description for your new variation. (We’ll call this variation “Free Shipping”.) Then hit the green Create Split Test button.


Now you’ll be taken back to the dashboard. Click on the Edit button next to your new split test variation to tweak it.


An exact duplicate of your original popup will load in the edit screen. You can modify this any way you want. We’ll go ahead and change the headline to “Get Free Shipping”.


Once you’ve made the changes to your split test variation, click on the Resume Campaign button. Save it, and exit to return to your dashboard. Your split test is now live!

To view the results of your split test, click on the analytics icon next to your optin form.


You’ll be able to view your split test results from this page.

Once you’ve gathered some data, you’ll be able to see which variation is converting the best. The version that is winning will have a green checkmark next to it.


That’s it! Now you can make smart tweaks to your campaigns based on real data.

22. Take OptinMonster Even Further with Canvas

Did you know that you can use popups for more than just email optins? Using our Canvas theme, you can create many different types of popups to increase user engagement and pageviews, decrease bounce rate, and increase sales.

OptinMonster’s Canvas theme is a blank popup that allows you to insert anything you can imagine, including HTML, CSS, JavaScript, and even WordPress shortcodes.

With Canvas, you can create eCommerce integrations, related posts, quizzes, surveys, etc., all while enjoying our best features such as exit-intent and page-level targeting.

Here are a few ideas for taking OptinMonster even further with Canvas…

Create a Custom Survey – display a popup form to users who have successfully checked out. (Tip: Use WPForms to create the form, and then embed it into the Canvas theme.)


Create a Fun Quiz – create a quiz that delivers your results at the end.


Create a Related Posts Popup – suggest related posts on exit-intent to reduce your bounce rate and increase pageviews.


Create a Related Products Popup – recommend products on exit-intent based on the product the user is currently viewing using page-level targeting. Or, suggest up-sells and down-sells based on what the user has purchased.


Create a Contest – use Canvas to promote your contests and boost user engagement.


Create a Donation Popup – raise money for your non-profit or your campaign by adding a donation form to a Canvas popup.


For even more unique popup ideas, check out our post on 9 unique popups you can make with OptinMonster Canvas.

As you can see, the possibilities are limitless! Here’s how to create any type of popup using Canvas.

First, create a new lightbox popup using the Canvas theme.


Then, go to the Optin tab and scroll down to Design Fields. From here, you can adjust the width and height of your popup, and insert your custom HTML.

If you use WordPress and you want to use a shortcode, you can insert the shortcode here. (We’ll insert a WPForms shortcode.)


Note that you will not see a live preview of your code in action yet, but that’s OK.

Make sure to hit the Save button now. Then go ahead and resume this campaign and embed the popup on your website.

Now you can visit the front-end of your site to see your Canvas popup in action, and make sure it is loading properly.

Here’s what our popup looks like with the WPForms shortcode embedded in it:


If you need to make any styling adjustments, you can insert your own CSS into the Custom CSS field (from the Optin tab).

That’s it! I hope you will be leveraging some of these OptinMonster hacks to boost your conversions.

Not using OptinMonster yet? Get started today and start converting abandoning website visitors into customers!

Which was your favorite hack? Have any questions about implementing any of these strategies? Let us know in the comments below!

Mary Fernandez
Mary Fernandez is a professional blogger. When she’s not at her desk, you can usually find Mary exploring sunny San Diego, CA with her laptop, husband, and three kids in tow.


  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 List with amazing ideas 🙂
    But how does No 17 work if I have set a global success cookie for all my email subscribers? If they come back to my website I won’t be able to show them any optin, because the cookie blocks it, right?

  3. Mary,

    Thanks once again for an exhaustive and informative article on Optin features

    1. Hack #2: After we copy the MonsterLink code, where does it need to be copied? in the regular or in HTML section. I am getting a sentence saying Click Me. How do I make my own sentence and then use this link?

    2. Hack #16: Animation: Is this available only in Pro Plans? I was checking for lightbox option and could not see the Design Effects menu you have referred to.

    Thanks in advance

    1. Hi Santosh,

      1. After copying the MonsterLink code, simply paste it into a blog post or any page on your site where you would like the link to appear. Make sure to also embed the optin form itself using one of the three campaign embed options from the Embed tab inside the editor for your optin. To change the wording of the link, just delete “Click Me!” and type whatever you want it to say instead.

      2. You are correct, MonsterEffects (animations) are only available with Pro Plans. You can compare the full breakdown of features per plan here.

      I hope that helps!


  4. Hi,

    I am glad that OptinMonster can be used for donations, too. But I don’t know HOW and this article doesn’t help with that. I mean, where do the donations go? What do I need to connect to OptinMonster for people to be able to donate? I’m already using the donate button on my Squarespace website. I don’t want people needing to click through your pop up and then having to click again the donate button…

    1. Hi there! You can use button actions to redirect visitors to a URL. That means that they can click a button that takes them to the same donation page where they enter all their info to make their donation – without having to click the donate button again!

      set button action to redirect visitors to the URL of your donation page

      Hope this helps!

  5. Great Post with an amazing ideas ! All very good & valid points . Thank you & good luck 🙂

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.