How to Trigger a WordPress Popup Form On Click (Step by Step)

In this article, we’ll show you how to trigger a WordPress popup on click using OptinMonster’s MonsterLink™ feature.

Instead of showing your email subscription forms to every visitor, using MonsterLinks™ will open your WordPress popup on click. This means that the people seeing your optin are interested and engaged with your content.

CodeinWP MonsterLink

This 2-step optin process uses the powerful Zeigarnik effect, a psychological trigger that means people who begin an action are more likely to finish it. Simple.

Case Study: How Cosmetic Packaging Now Grew Their Email List by 754% with 2-Step Optins

When visitors trigger your WordPress popup on click, they’ll already have shown interest and taken the first step by clicking. That means when the form pops up, they’ll be more motivated to finish the process and subscribe.

MonsterLinks™ are ridiculously effective. CodeinWP used them to increase conversions by 1000%. And Snack Nation uses this feature to get 1200 new leads a week.

A mailing list full of interested, engaged subscribers sounds pretty good, doesn’t it? Let’s get into the tutorial so you can create your own WordPress popup on click.

You’ll need to get OptinMonster to create this attractive and effective campaign.

1. Create Your Campaign

Login to the OptinMonster dashboard. Start building a new campaign by pressing the Create Campaign button.

create_campaign

Choose a campaign type. We’ll use a Popup, which converts well for all OptinMonster customers.

select a campaign type

Select a template. We’ll use Modern.

choose modern theme for the onclick popup

Name your campaign and decide which website you want to use it on. If you’re not ready to decide, you’ll be able to add the website later in the OptinMonster campaign builder.

name your campaign and start building

Once you click Start Building you’ll be taken into the OptinMonster campaign builder where you’ll see the default Modern campaign.

default campaign builder view of modern campaign template

2. Edit Your Campaign

Now it’s time to edit the campaign. To change the image, click on the image in the live preview to open your image gallery and add your own image.

how to edit or replace an image in optinmonster

Our list of free image sites can help you find an appropriate image.

You can follow the same process to edit all other elements in your campaign: just click on the element you want to edit in the live preview to open the editing tools. Let’s edit the headline now.

Click on the headline text to select it. Type your new headline text in the editing panel on the left. You can use the formatting tools to make the text bold, add color, and more.

editing headline text is easy with OptinMonster's campaign builder

Use the same process to edit the body text. Then, use the Save button at the top right of the campaign builder to save your campaign. Do this regularly as you build your campaign (and definitely before switching to another tab in the builder).

You can even edit the text for your optin fields by clicking on a field in the live preview.

edit your optin fields

To add another field to your optin, just click on the plus sign next to the field you want to add:

add a new field to your optin

From there, you can drag and drop the fields in the editing panel to change the order and edit the fields however you’d like.

3. Add Your Email Provider

If you’re creating this WordPress popup form to attract new subscribers, you’ll need to enable email integration with your email service provider. OptinMonster integrates with the top email service providers. In this tutorial, we’ll show you how to enable Constant Contact.

Go to Integrations » Add New Integration » Email Provider. Select Constant Contact from the list of available options.

add a new email integration

Click Register with Constant Contact to begin the authorization process.

register with constant contact

You’ll need to log in to your Constant Contact account then click on the Allow button to allow OptinMonster to connect with Constant Contact.

Constant Contact Allow

Constant Contact will authorize OptinMonster and this window will close automatically.

Now, go to the Email Provider Account menu item, and choose the account you want from the dropdown menu. Then, click Connect to Constant Contact.

choose your account

You’ll now be able to choose which list you want subscribers who optin using this campaign to be added to in your Constant Contact account:

choose your email list

Now you can collect emails with your WordPress popup on click form.

4. Set the Display Rules

The next step is to decide when your WordPress popup form should show. Since you want visitors to click a link or button to see it, you’ll need to enable MonsterLinks™.

In Display Rules, set a condition of If visitor clicked MonsterLink. Click the button to copy the MonsterLink™ code.

visitor clicked monsterlink

You’ll get a notification that the code has been copied. Keep that code handy, as you’ll need it in the next step.

Now, it’s time to make the campaign live. Go to the Publish tab then toggle the campaign status to Live. Save your campaign.

set the campaign status to live

Scroll down to see the publishing options. We’ll be publishing our campaign on WordPress, but you can also publish campaigns on Shopify or on any site via Shareable MonsterLinks™ and campaign or website embed code.

select publishing platform

5. Make the Campaign Live on WordPress

Before people can use your WordPress popup on click form, you’ll need to make the campaign live on your WordPress site. To do this, make sure you’ve connected the OptinMonster WordPress connector plugin.

Go to your WordPress dashboard. Click on the OptinMonster icon. You should see a list of all your campaigns. If you don’t see the campaign you’ve just created, click Refresh Campaigns, and it’ll appear.

refresh_om_campaigns

Click the Go Live button next to the campaign name to make the campaign live on your site.

go live with campaign

Next, let’s add the link that triggers your WordPress popup on click.

6. Create Your Link

There are several options to add your link, and you won’t need a WordPress popup shortcode for any of them. Note that you will need to use the text editor, rather than the visual editor, since the MonsterLink™ code is in HTML.

Add a Text Link

To add a text link to a page or post, go into the WordPress text editor and paste the MonsterLink™ code you copied earlier where you want it.

10 monsterlink text code pasted

Edit the default “click me” text to something more appealing. Save or update your page or post. Here’s how that looks on the page.

11 view update link - no onclick popup shortcode needed

Add a Clickable Button

To create a clickable button, you’ll need to make a small edit to the HTML code you copied. Paste it where you want it, then insert the word “button” with a space before “manual-optin-trigger”.

12 button code

This will create a button, formatted to fit in with your WordPress theme. Here’s how the button looks on a website.

13 show a button on site with no wordpress popup shortcode

The appearance of your own button will depend on the WordPress theme you’re using. You can customize it with CSS, or using a plugin like CSS Hero.

Add a Linked Image

You can also use an image link.

To create a linked image, upload your image to WordPress. Then insert your image code just before the end of the MonsterLink™ code, as shown below. Add some alt-text to help with accessibility.

14 monsterlink code for a wordpress image popup on click

Here’s one example of how this will look on a website. Clicking that image opens the campaign.

15 monsterlink box on site

Learn more in our MonsterLinks™ guide, and see this tutorial if you want to add your MonsterLink™ to the WordPress menu.

How to Attract Even More Subscribers

A WordPress popup on click will get you subscribers, but you’ll get even more if you sweeten the deal. And the best way to do that is with a lead magnet.

A lead magnet is something useful that you’re giving away for free in exchange for an email address. If you’ve ever subscribed to download a cheat sheet, worksheet, or guide, then you’ve had a lead magnet. Here are some lead magnet ideas to inspire you.

OptinMonster makes it easy for you to deliver a lead magnet. In addition to adding a link to the thank you page and sending it by email, you can use the success view to deliver the lead magnet instantly.

To do this, you’ll edit the Success view of your optin to add a Download Now! button.

Add a button to the success view by clicking on Add Blocks then dragging the button element from the left panel of the builder to the live preview where you want your button to show up on your campaign. Edit your button to your liking.

When you’re done editing the appearance of your button, edit the button action to redirect to a url, then enter the download link of your lead magnet in the Redirect URL field:

add your download link to your campaign

Here are some other ways to use success themes and deliver a lead magnet with OptinMonster.

That’s it!

Now you know how to trigger a WordPress popup on click. Next, see how to attract more subscribers with a gated content marketing strategy. You can also find out what visitors really want with a WordPress survey popup.

And follow us on YouTubeTwitter, and Facebook for more tutorials, tips, and guides.

Jacinda Santora
Jacinda Santora is a writer specializing in ecommerce and growth marketing. She prides herself on her ability to make complicated things easier. When she isn't writing you can find her daydreaming about campervans, drinking coffee, and listening to podcasts.

Comments

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  2. Eulises Quintero January 8, 2019 at 2:10 am

    This was very helpful, thank you for sharing, I’m about to give it a try, I was trying to decide whether to go with a Mailchimp Pop Up form or use optinmonster, you guys seem to have more options when it comes to pop up forms.

    1. Hi Eulises! You’re right about that – we have a TON of options when it comes to popup forms. You can see what some of our brilliant customers have done with our popups in our optin gallery. This link will take you to the popups with exit intent, but you can also view the fullscreen welcome mat, mobile, floating bar, inline, sidebar, and slide-in optins that have been built with OptinMonster.

      Thanks for your comment!

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