OptinMonster Documentation

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Welcome and Overview of OptinMonster

Welcome and Overview of OptinMonster

Welcome to OptinMonster, the best lead generation software available for all types of websites! OptinMonster will help you increase your conversions and build your web presence.

In this article, we’ll introduce you to the major areas of OptinMonster’s interface and help you get started creating new campaigns quickly.

Get Started With OptinMonster 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! Click here to get started →

Campaign Dashboard

When you first log into your OptinMonster account, the screen that loads is called the Campaign Dashboard, which acts as your home screen. You can easily navigate back to this screen by clicking the Campaigns link in the top menu.

The Campaign Dashboard is where you’ll find all of your OptinMonster campaigns.

If you are just getting started, it may a little bare right now, but that will change as soon as you create your first campaign.

Any campaigns already created will be listed in the middle column with high-level conversion analytics for the past 30 days. You can quickly edit, create split-tests, and find your Campaign ID by clicking on a campaign’s title.

Account Dashboard

The Account Dashboard is where you can view lead data by time period and by site, as well as view your top performing campaigns and pages.

To access the Account Dashboard, click the “Dashboard” link in the top menu.

Account Settings

You can access your OptinMonster Account details by clicking on your user icon in the top menu.

A dropdown menu will open with the following options to manage your account. Some options may not appear based on your plan level or sub-account access permissions.

In-App Notifications

Sometimes we’ll share new updates, tips, sales, and more through in-app notifications. To view them, click the green message icon in the bottom right corner of the screen to open a list of all previous in-app messages you’ve received.

Support

If you need help, click the ? Support link from the top menu and an overlay will appear with the option to search our documentation or contact us for assistance.

 

Submit a Support Ticket

To submit a support ticket, click the “Get Help by Email” button. This will take you to our support page, where you can select your topic, any related campaigns, and the ticket will come straight to our inbox.

Using the support form while you’re logged-in will always speed up your reply time compared to submitting a ticket when you’re logged-out or when you email directly.

Create New Campaign

The final major item on the home Dashboard screen is the Create Campaign button. Selecting this button allows you to begin creating a new campaign.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

Get Started With OptinMonster 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! Click here to get started →

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Start Getting More Leads & Sales Today with OptinMonster!

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Leads & Sales Today
with OptinMonster!

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OptinMonster has transformed our business. Before integrating their optins, our clients saw a 2% conversion rate from web traffic, which is slightly above the standard for their industry. With the integration of OptinMonster’s lightbox popup, exit-intent technology, split testing, and other tools, our client’s conversion rates soared by an unprecedented 500%. They attracted substantially more customers while spending less on digital advertising. Their success propelled them to the top of their markets, outperforming national chains and other medical spas with much bigger marketing budgets. Our client’s success in their market has distinguished us in our own. We are now one of the most sought-after marketing firms in the industry of aesthetic medicine. We know that the integration of OptinMonster, more than any other tool or marketing strategy, has supported this growth and achievement.

chris zelig medstar media

Chris Zelig

Partner, Medstar Media

OptinMonster has been a game-changer for us. From driving donations to collecting new leads, there is nothing that this simple tool has failed to accomplish. Our lead collection rate has jumped by over 1,000%.

joe lowe american bird conservancy

Joe Lowe

Director of Digital Communications, American Bird Conservancy

Through OptinMonster’s exit-intent popups, we have more than doubled our sales conversion rate. Best of all is the compound effect of using OptinMonster over a long period of time—more conversions mean more customers, which means more word of mouth.

mitch smith, managing director, shockbyte

Mitch Smith

Managing Director, Shockbyte.com