{"id":169092,"date":"2022-03-25T14:08:14","date_gmt":"2022-03-25T18:08:14","guid":{"rendered":"https:\/\/optinmonster.com\/?post_type=optinmonster_docs&#038;p=169092"},"modified":"2025-08-12T06:05:36","modified_gmt":"2025-08-12T10:05:36","slug":"how-to-use-playbooks-to-create-proven-ready-to-use-campaigns","status":"publish","type":"optinmonster_docs","link":"https:\/\/optinmonster.com\/docs\/how-to-use-playbooks-to-create-proven-ready-to-use-campaigns\/","title":{"rendered":"How to Use Playbooks to Create Proven Ready-To-Use Campaigns"},"content":{"rendered":"\n<p>OptinMonster makes it easy to create successful campaigns to capture leads, promote products, redirect visitors, and more. Now you can use our Playbooks to create ready-to-use high-converting campaigns inspired by successful brands.<\/p>\n\n\n\n<p>In this article, you&#8217;ll learn how to use Playbooks to create ready-to-use campaigns in OptinMonster.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Before You Start<\/h2>\n\n\n\n<p>Here are some things to know before you begin:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Playbooks are available for all subscription plans. If your subscription doesn&#8217;t include the powerful rules used in a suggested Playbook, we&#8217;ll automatically replace those rules with the best option available to you, or <a href=\"https:\/\/optinmonster.com\/docs\/how-to-upgrade-your-account\/\" target=\"_blank\" rel=\"noopener\" title=\"\">learn more about upgrading your account here<\/a>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Create Playbook In-App<\/h2>\n\n\n\n<p>To create a ready-to-use campaign from a Playbook from your OptinMonster account, follow these steps:<\/p>\n\n\n\n<p><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/iTUxFwy0z1M?rel=0\" width=\"800\" height=\"450\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/app.optinmonster.com\" target=\"_blank\" rel=\"noopener\" title=\"\">Log into your OptinMonster account here<\/a>.<\/li>\n\n\n\n<li>From the <a href=\"https:\/\/app.optinmonster.com\/campaigns\" target=\"_blank\" rel=\"noopener\" title=\"\">Campaigns<\/a>&nbsp;screen, select the&nbsp;<strong>Create New Campaign<\/strong>&nbsp;button.<br><img decoding=\"async\" title=\"Select the Create New Campaign button to get started in OptinMonster. - OptinMonster\" sizes=\"(max-width: 800px) 100vw, 800px\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2021\/09\/create-new-campaign.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2021\/09\/create-new-campaign-300x267.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2021\/09\/create-new-campaign-768x684.jpg 768w\" width=\"800\" height=\"713\" class=\"alignnone size-full wp-image-164069\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2021\/09\/create-new-campaign.jpg\" alt=\"Select the Create New Campaign button to get started in OptinMonster.\"><\/li>\n\n\n\n<li>From the modal, select&nbsp;<strong>Playbooks<\/strong> as the type of campaign you&#8217;d like to create.<br><img decoding=\"async\" width=\"800\" height=\"455\" class=\"alignnone size-large wp-image-170634\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/Select-Playbooks-when-creating-a-new-campaign-in-OptinMonster-OptinMonster.png\" alt=\"Select Playbooks when creating a new campaign in OptinMonster\"><\/li>\n\n\n\n<li>On the next screen, you can filter, sort, and search from available Playbooks.<br><img decoding=\"async\" width=\"800\" height=\"455\" class=\"alignnone size-large wp-image-170634\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/Search-sort-or-filter-available-Playbooks-in-OptinMonster-when-creating-a-new-campaign-OptinMonster.png\" alt=\"Search sort or filter available Playbooks in OptinMonster when creating a new campaign\"><\/li>\n\n\n\n<li>Hover over any Playbook in the list to&nbsp;<strong>Preview<\/strong> or&nbsp;<strong>Use Playbook&nbsp;<\/strong>to select it and open the campaign builder.<br><img decoding=\"async\" width=\"800\" height=\"455\" class=\"alignnone size-large wp-image-170634\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/Preview-or-Use-Playbook-OptinMonster.png\" alt=\"Preview or Use Playbook\"><\/li>\n\n\n\n<li>Each Playbook includes Notes to help you complete the configuration process. To view notes select the&nbsp;<strong>Campaign Details<\/strong> from the footer and you&#8217;ll find the notes in the popup modal that appears.<br><img decoding=\"async\" width=\"800\" height=\"455\" class=\"alignnone size-large wp-image-170634\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/Campaign-Details-for-a-Playbook-campaign-OptinMonster.png\" alt=\"Campaign Details for a Playbook campaign\"><br><img decoding=\"async\" width=\"800\" height=\"817\" class=\"alignnone size-full wp-image-170098\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/playbooks-campaign-notes.jpg\" alt=\"Campaign Notes for a Playbook.\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/playbooks-campaign-notes.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/playbooks-campaign-notes-294x300.jpg 294w, https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/playbooks-campaign-notes-768x784.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n\n\n\n<li>When you&#8217;re finished,&nbsp;<strong>Save<\/strong> your campaign.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Create Playbook In WordPress<\/h2>\n\n\n\n<p>To create a ready-to-use campaign from a Playbook from the OptinMonster WordPress plugin, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Make sure you have version 2.12.1 of the <a href=\"https:\/\/wordpress.org\/plugins\/optinmonster\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">OptinMonster WordPress plugin<\/a> installed on your website. <em>Earlier versions of the plugin do not allow you to create Playbook campaigns directly from the WordPress admin.<\/em><\/li>\n\n\n\n<li>Next, navigate to the WordPress admin &gt; OptinMonster &gt; Playbooks page.<br><img decoding=\"async\" width=\"800\" height=\"557\" class=\"alignnone size-full wp-image-176022\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/playbooks.jpg\" alt=\"Playbooks in OptinMonster WordPress plugin\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/playbooks.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/playbooks-300x209.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/playbooks-768x535.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n\n\n\n<li>Hovering over a Playbook item will give you the option to <strong>Preview<\/strong> or <strong>Use Playbook<\/strong>.<br><img decoding=\"async\" width=\"800\" height=\"695\" class=\"alignnone size-full wp-image-176021\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/select-playbook.jpg\" alt=\"Select a Playbook to create a new OptinMonster campaign\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/select-playbook.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/select-playbook-300x261.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/select-playbook-768x667.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n\n\n\n<li>When you select Use Playbook a modal will open for you to name the new campaign you are creating. Give your new campaign a unique name, then select the <strong>Start Building<\/strong> button.<br><img decoding=\"async\" width=\"800\" height=\"400\" class=\"alignnone size-full wp-image-176020\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/name-playbook.jpg\" alt=\"Name your Playbook campaign in OptinMonster\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/name-playbook.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/name-playbook-300x150.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/name-playbook-768x384.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n\n\n\n<li>The new Playbook campaign you&#8217;ve created will be opened in the campaign builder for you to personalize.&nbsp;<strong><br><\/strong><\/li>\n\n\n\n<li><strong>Every Playbook campaign includes notes indicating the settings we recommend you update. <\/strong>These notes are unique to the specific Playbook you&#8217;ve chosen and can be found by selecting the Edit Campaign Details option in the lower right-hand corner of the campaign builder.<br><img decoding=\"async\" width=\"800\" height=\"455\" class=\"alignnone size-large wp-image-170634\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/Campaign-Details-for-a-Playbook-campaign-OptinMonster.png\" alt=\"Campaign Details for a Playbook campaign\"><\/li>\n\n\n\n<li>In the modal, you&#8217;ll see these recommendations in the <strong>Campaign Notes<\/strong> field.<br><img decoding=\"async\" width=\"800\" height=\"455\" class=\"alignnone size-large wp-image-170634\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2022\/03\/playbooks-campaign-notes-1.jpg\" alt=\"playbooks campaign notes\"><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">FAQs<\/h2>\n\n\n\n<h5 class=\"wp-block-heading\">What happens if you choose a Playbook that uses features not available in your subscription plan?<\/h5>\n\n\n\n<p>If your subscription doesn&#8217;t include the powerful rules used in a suggested Playbook, we&#8217;ll automatically replace those rules with the best option available to you.<\/p>\n\n\n\n<p>If you&#8217;d like to upgrade your account to access the intended features of the Playbook you can <a href=\"https:\/\/optinmonster.com\/docs\/how-to-upgrade-your-account\/\" target=\"_blank\" rel=\"noopener\" title=\"\">upgrade by following our guide here<\/a>.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>OptinMonster makes it easy to create successful campaigns to capture leads, promote products, redirect visitors, and more. Now you can use our Playbooks to create ready-to-use high-converting campaigns inspired by successful brands. In this article, you&#8217;ll learn how to use Playbooks to create ready-to-use campaigns in OptinMonster. Before You Start Here are some things to&nbsp;&hellip;<\/p>\n","protected":false},"author":4657,"comment_status":"open","ping_status":"closed","template":"","documentation\/categories":[28200],"documentation\/tags":[31399,31402,31409,31411,31401,31934,31420],"class_list":["post-169092","optinmonster_docs","type-optinmonster_docs","status-publish","hentry","categories-campaign-types"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/169092","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation"}],"about":[{"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/types\/optinmonster_docs"}],"author":[{"embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/users\/4657"}],"replies":[{"embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/comments?post=169092"}],"version-history":[{"count":10,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/169092\/revisions"}],"predecessor-version":[{"id":203075,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/169092\/revisions\/203075"}],"wp:attachment":[{"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/media?parent=169092"}],"wp:term":[{"taxonomy":"categories","embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/categories?post=169092"},{"taxonomy":"internal_tags","embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/tags?post=169092"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}