OptinMonster Review: Getting started with OptinMonster

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Are you a business looking for ways to increase sales and revenue? Are you a blogger looking for ways to grow traffic to your website? Sure, search engine optimization helps but how would you win leads and make visitors become frequent visitors/customers/subscribers? No matter what’s your niche, it’s always important to know the users coming to your website/blog. Without knowing them, how would you serve them better? That’s where lead generation comes in picture. In this post, I will be talking about one of the best tools for lead generation – OptinMonster.

As part of this post, you will be learning:

  1. What is Lead Generation?

    1. Why is lead generation important?

    2. How to generate leads?

  2. What is OptinMonster

  3. How to get started with OptinMonster?

  4. What does OptinMonster do for customers?

  5. Final thoughts

Without further ado, let’s begin¬†ūüėČ

Getting started with OptinMonster

What is Lead Generation & why is it important?

The practice of building a user base is called Lead Generation. The user base would be useful to target your products, direct them to latest updates, invite them surveys, inform them about an offer and what not? Once you have a list, you can keep pulling the users to your website/blog.

If you are serious about blogging and not sure how you can not only grow your traffic but also build yourself as a brand, you’d need user base. One of the most effective ways is to build an email list. Sure, there are companies and freelancers who promise to deliver a highly targeted email list within a week or so.

The truth is, they say this thing to almost everyone and they give almost the same to list to everyone. That’s why you should never buy email list, rather build one for yourself.

So, Email Marketing is one of the motives you need a list for. Other motives would be to sell your product/service, bring users to latest posts, inform about the webinar you’d be hosting, or simply for broader reach.

That was about Lead Generation. But,

Read Also: What is Email Marketing? How to crush your competitors with Email Marketing?

Why is Lead Generation important?

As aforementioned, a user base is required to get returning traffic, get quality exposure regularly, and sell product/service. But that’s not exactly why Lead Generation is important, it’s much bigger than that.

What is one thing that everyone businessperson wants people to have about their business?

Product? Service? Equity? Emails? Adverts?

No, a big no!

Every businessperson wants its target audience to have one little thing about their business.

It’s Awareness.

Awareness of your existence. Awareness of your business. Why should they care? What’s in for them? How can your product/service make their life better, and so on…

Lead Generation, lets you spread awareness of yourself as a brand if you are individual or your business as a whole. And that’s why it’s of utmost importance.

Now, it’s totally dependent on the market you come from, your target audience and of course your budget to invest in ways to generate leads.

That being said, let me tell you about

How to generate leads for your business?

There are a ton of ways to generate leads in this era of the internet. While more than half of the human population has access to the internet, it was never easy to grow your business that it is right now. Out of those tons of ways, here are some of the most inexpensive yet efficient ways to generate leads for your business:

#1 Outbound/Inbound Marketing

Inbound marketing is a classic example of Lead Generation, where you attract potential customers via content marketing. Be it videos, blog posts, infographics, or webinars/seminars.

On the other hand, Outbound Marketing is you go out and spread awareness about your business in conferences, seminars, trade shows or meetings. However, outbound marketing is comparatively expensive and also the ROI is also lower than inbound marketing.

#2 Find leads online

This one is pretty obvious. The Internet has made the data world denser and denser. However, the internet has also made it easier for a marketer to promote their business online. Platforms like Quora, Medium, Reddit will help you get that initial boost while you are baby walking towards getting organic traffic from search engines. You can use any platform that’s accessible by the internet. It just takes a creative mind to get that thing done.

#3  Email Marketing

Again mainstream method, but Email Marketing is still the number one channel to reach out to potential customers. Build a list, write amazing email copies and broadcast. Even if a small percentage of those recipients turn up, you’re not at loss. They say that every dollar you spend on email marketing, you get $38 ROI on average. If this isn’t motivating enough, I’m not sure what is.

That being said OptinMonster is one of the best tools for lead generation that you can use for your Email Marketing campaigns.

Not deviating from the topic, let’s dive into the main chunk.

What is OptinMonster?

OptinMonster, as the name suggests, is a lead capturing tool that’s lightweight, efficient and affordable. Lead can be anyone you want your visitors to your website/blog to be. The inexpensive tools help you grow user-base and revenue. Since it’s inception back in 2013, OptinMonster has been helping small business to fortune 500 companies to capture leads and grow their business in numbers.

It is one of the most used lead generation software on the internet. Thanks to its super user-friendly dashboard, affordable prices, light-weight, and effectiveness.

getting started with optinmonster

Having said that, let me walk you through for getting started with OptinMonster.

Getting started with OptinMonster

OptinMonster helps you create marketing campaigns that not only capture user details but also increase revenue by exponential percentage.

If not already, register your account on OptinMonster. This guide is applicable for any level of plan you choose.

You can come back after registering and continue. For those who already have, read on.

Step 1. Create a campaign

Once you’ve created the account, log in to dashboard¬†and press Create Campaign button.

Getting started with OptinMonster

In the next screen, choose your campaign type. I recommend trying Lightbox¬†campaign as it greys out the background after it pops up and gets user’s attention.

getting started with OptinMonster

You can browse through all the campaign types, choose the best suiting your idea and then choose a theme. Once done, you’d need to name your campaign. Make sure you name it in such a way that you can figure out what’s the campaign about easily. Once you have the clutter, it would become challenging to organize those campaigns, so name it accordingly.

Then press the Start Building button to edit the template look exactly the way you want.

getting started with optinmonster

The next screen will be the editor screen, where you can edit the template.

how to get stared with optinmonster

Step 2. Edit your campaign

The editor that comes with OptinMonster is super easy yet powerful enough to come up with exact optin form to capture leads. Make sure you save the changes you make as you go along with the editing. ‘Save’ button on the top right corner would do the thing.

Begin with adding an image that you want to convey the message you have for your users. Make sure you have a great image that delivers a great first impression and coveys the right & convincing message. If not create, use Pixabay for royalty free images that are really worth using. Or if your budget permits, use ShutterStock or Getty Images to download stock images.

Next, go to Optin¬†¬Ľ Email Field.¬†The fields here are 100% customizable so you can make any changes to the fields here and make the popup look more appealing. You can simply click on the¬†field¬†in the preview if you want to edit it.¬† Make sure you have a personal touch in all the fields you place. The end user shouldn’t feel that you don’t care though you do. Just make it as personal as you can so that it’s easier for the end user to trust on your brand.

You can even change the background & border color as you like. If you are using a dark colored image, have a light background so that it’s not harsh to your end users’ eye. If images speak more than words, then the colors are those unspoken words that still make an impact.

Choose a color for Submit Background Color and Submit Border Color to further enhance the look and feel of the forms you are intending to create. Try various color combination that suits the image also isn’t too loud for your user’s eyes.

Once done with the color and fields, it’s time to move to the next step.

Step 3. Choose display rules

This is an important step, as this will make or break your lead capturing campaign. This will also require a lot of A/B testing and a lot of experiments. With display rules, you can decide who will see your lead capturing campaign and when. To edit that, click on Display Rules section in the campaign editor screen.

getting started with optinmonster

As a default setting,¬† you should see two fields pre-populated. One is When should campaign appear?¬†Which should have a default value as After ‘X’ seconds. This rule makes sure that as soon as your website/blog visitors spend¬†at least 5 seconds on any of your webpages, the popup would show up.

getting started with optinmonster

Furthermore, under Who should see your campaign? the rule Visitors browsing specific pages rule would be set by default. This rule ensures that no matter which page(s) a visitor lands if they spend at least 5 seconds, the popup would show up. Just make sure that is any page is chosen for Show when the URL path field. This will ensure that the popup is available for all the published pages on your website/blog.

You can also enable After scrolling down ‘X’ amount. If you want to experiment if users actually scroll down your page(s) and if they do, you can show popups to the users. Furthermore, if users find your piece of information useful, there are high chances that they would end up converting into what you want them to.

Step 4. Integrating email marketing software

OptinMonster integrates with all top email marketing software like MailChimp, Aweber, ConvertKit, GetResponse, InfusionSoft etc. If you are a pure beginner and do not have a deep budget to invest, MailChimp is the best email marketing software for you. It’s efficient, and it’s free for first 2000 subscribers.

For the sake of this post, let’s consider connecting MailChimp to OptinMonster.

Navigate to Integrations¬†¬Ľ New Integrations¬†¬Ľ Email Provider. There you need to select MailChimp from the dropdown. Then add your API key from MailChimp dashboard and add a name to your integration. Once you do this, you don’t have to look here again, it’s one-time setup and it will be there for all your future campaigns.

Next, you need to choose the list to which you want the subscribers to join.

Getting started with OptinMonster

Then you need to decide if you want double optin for your campaigns. By default, the double optins are enabled as this ensure spam free user base. Double optins remove most of the spam entries also it ensures that users actually want to optin. If unsure, here’s a comparison of double optins vs single optins to help you decide better.

Step 5. Publish the campaign

The display rules, amazing campaign pop up and the email list integrations have given wings to your campaigns.¬†It’s time to fly. Just click¬†Save¬†and then click Publish.

Once published, you will have the following:

  • Code to embed the campaign on any website/blog

  • MonsterLink that can let any with the link access that particular campaign

  • Shopify, which you can use to show campaigns on your Shopify store

  • WordPress

If you are a WordPress user, here’s how you can

Add campaign to WordPress

getting started with OptinMonster

WordPress powers almost 29% of the websites active on the internet today. OptinMonster wordpress plugin helps you manage your campaigns without leaving your wordpress dashboard.

Once you have the plugin installed, go to your dashboard and click on OptinMonster icon and then you can see all the campaigns in the next screen.

Note: WordPress.com users can also use this plugin. You need a business plan to install a plugin on wordpress.com blog. If not already, upgrade to business plan right now.


Read Also: WordPress.com vs WordPress.org: What is the difference between the two? Which one should you choose?

Bonus: Utilize Exit-Intent and Yes/No forms 

Exit-Intent has featured technology of OptinMonster that detects if the user is about to exit your website/blog. However, these two features are available only for Pro plan users.

How to use Exit-Intent

You can enable this setting from Display Rules¬†¬Ľ When should campaign appear?¬†¬Ľ On Exit-Intent and enable it.

How to use Yes/No campaigns?

This is a separate campaign type which you can find in the create campaign screen.

What does OptinMonster do for its customers?

Considering the time OptinMonster has been around, it’s astonishing how it has been powering hundreds of thousands of websites. The conversion rate for OptinMonster itself is so high that they’ve become an epitome of success in terms of conversion. Which is the very essence of the company. Here are some success story that OptinMonster has felicitated.

These are a few success stories OptinMonster is proud of sharing. Which is why I think OptinMonster is an amazing tool to make those conversions happen.

getting started with OptinMonster

Sure, there are many email marketing tools that doing amazing stuff in helping customers build an email list and grow their business. Sadly, all these tools are not beginner friendly, i.e. these email marketing tools require basic coding knowledge. On the other hand, OptinMonster requires zero coding knowledge as everything you want to create is just a few clicks away. OptinMonster ensure that absolute beginner coming from the not-so-tech-savvy background can get started with OptinMonster and build email list that will turn out to be a gold mine for your business.

Try OptinMonster (zero coding skill required)

Pricing OptinMonster: Is it worth your money?

Let me be very clear now. Having an Email List is always a top priority for bloggers who are serious about blogging. If you are doing it as passion and don’t want to make money out of it, then you can take building email list lightly. Below are the plans you’d have to choose from.

getting started with OptinMonster

The basic plan is worth $108 per year and if you are a serious blogger, I would recommend Pro plan that has all the features of basic, plus and has additional add-ons and a larger number of optins. If you are finding this price expensive then you have not clearly understood the importance of email subscriber and email list. Had you been using this tool, we would have been having a different talk altogether.

The technology running behind the scenes will bring your subscribers that really matter for your business/blogging career. If you are an absolute beginner and want to grow fast, I would emphasize on investing in OptinMonster. The ROI of which is priceless and the investment you put in would seem to be inexpensive when compared to what you’d be reaping out of it. You can give a try before you buy the license of OptinMonster.

Get your OptinMonster license from the official site from here.

Final thoughts on getting started with OptinMonster

It doesn’t really matter if you are running a blog on blogger, or e-commerce site owner or a pro blogger who wants to convert something out of every visitor coming to your site. OptinMonster will just the justice to you. Furthermore, if you are simply wanting to grow your traffic and the user base, you can definitely reap some profits from this amazing tool.¬†The mobile-friendliness of this tool is fantastically reliable. The popups function as perfect as they do on a desktop.

That’s it for now. Go ahead and create campaigns and gain more leads to grow your business.

Over to you. How are you generating leads right now? How do you think can OptinMonster help you and your business to capture leads? Let me know in the comment section below. I will be writing more guides on OptinMonster and lead generation as a whole, make sure you join my mailing list where I share exclusive content and also join the Btricks telegram channel to receive instant updates.

I have shared coupon code exclusive for Btricks users on the Btricks telegram channel. For those who join late, you can find the coupon in the media files. 

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I am an SEO consultant by profession and photographer by choice. I have 5+ years of experience in SEO consulting and content marketing. I aim to become the one-stop for all your digital marketing needs

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