{"id":87547,"date":"2019-10-29T19:33:39","date_gmt":"2019-10-29T23:33:39","guid":{"rendered":"https:\/\/optinmonster.com\/?post_type=optinmonster_docs&#038;p=87547"},"modified":"2025-07-30T08:42:01","modified_gmt":"2025-07-30T12:42:01","slug":"welcome-and-overview-of-optinmonster","status":"publish","type":"optinmonster_docs","link":"https:\/\/optinmonster.com\/docs\/welcome-and-overview-of-optinmonster\/","title":{"rendered":"Welcome and Overview of OptinMonster"},"content":{"rendered":"\n<p>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.<\/p>\n\n\n\n<p>In this article, we&#8217;ll introduce you to the major areas of OptinMonster&#8217;s interface and help you get started creating new campaigns quickly.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"dashboard\">Campaign Dashboard<\/h2>\n\n\n\n<p>When you first log into your OptinMonster account, the screen that loads is called the <strong>Campaign Dashboard<\/strong>, which acts as your home screen. You can easily navigate back to this screen by clicking the <strong>Campaigns<\/strong> link in the top menu.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"850\" height=\"564\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/campaigns-dashboard.jpg\" alt=\"Navigate to the Campaigns Dashboard at any time to find a full list of your campaigns.\" class=\"wp-image-204166\" style=\"width:850px\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/campaigns-dashboard.jpg 850w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/campaigns-dashboard-300x199.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/campaigns-dashboard-768x510.jpg 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/figure>\n\n\n\n<p>The Campaign Dashboard is where you&#8217;ll find all of your OptinMonster campaigns.<\/p>\n\n\n\n<p>If you are just getting started, it may&nbsp;a little bare&nbsp;right now, but that will change as soon as you <a title=\"Creating Your First Campaign\" href=\"https:\/\/optinmonster.com\/docs\/creating-your-first-optin\/\" target=\"_blank\" rel=\"noopener noreferrer\">create your first campaign<\/a>.<\/p>\n\n\n\n<p>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 <a title=\"How to Create a Split Test in OptinMonster\" href=\"https:\/\/optinmonster.com\/docs\/how-to-create-a-split-test-in-optinmonster\/\" target=\"_blank\" rel=\"noopener noreferrer\">split-tests<\/a>, and find your Campaign ID by clicking on a campaign&#8217;s title.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Account Dashboard<\/h2>\n\n\n\n<p>The <strong>Account Dashboard<\/strong> is where you can view lead data by time period and by site, as well as view your top performing campaigns and pages.<\/p>\n\n\n\n<p>To access the Account Dashboard, click the <strong><a href=\"https:\/\/app.optinmonster.com\/account\/dashboard\/\" target=\"_blank\" rel=\"noopener\" title=\"Dashboard\">Dashboard<\/a><\/strong> link in the top menu.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"850\" height=\"642\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/account-dashboard.jpg\" alt=\"The OptinMonster Account Dashboard provides a powerful overview of your campaign and account performance including Revenue Attribution data.\" class=\"wp-image-204159\" style=\"width:850px\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/account-dashboard.jpg 850w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/account-dashboard-300x227.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/account-dashboard-768x580.jpg 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/figure>\n\n\n\n<p class=\"is-style-arrow-link\"><a href=\"https:\/\/optinmonster.com\/docs\/how-to-view-campaign-analytics-optinmonster\/#View_Dashboard_Reports\" target=\"_blank\" rel=\"noopener\" title=\"Learn more about using the Account Dashboard to evaluate campaign performance\">Learn more about using the Account Dashboard to evaluate campaign performance<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"user-icon\">Account Settings<\/h2>\n\n\n\n<p>You can access your OptinMonster Account details by clicking on your user icon in the top menu.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" width=\"1024\" height=\"440\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/click-user-icon-1024x440.png\" alt=\"\" class=\"wp-image-184084\" style=\"width:850px\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/click-user-icon-1024x440.png 1024w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/click-user-icon-300x129.png 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/click-user-icon-768x330.png 768w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/click-user-icon-1536x660.png 1536w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/click-user-icon.png 1901w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>My Account:<\/strong> Update contact information, <a href=\"https:\/\/optinmonster.com\/docs\/how-to-disable-or-enable-conversion-summary-emails\/\" target=\"_blank\" rel=\"noopener\">enable\/disable Conversion Summary emails<\/a>, <a href=\"https:\/\/optinmonster.com\/docs\/how-to-enable-optinmonster-beta-program\/\" target=\"_blank\" rel=\"noopener\">join OptinMonster&#8217;s Beta Program<\/a><\/li>\n\n\n\n<li><strong>Billing:<\/strong> <a href=\"https:\/\/optinmonster.com\/docs\/how-to-change-your-credit-card-billing-information\/\" target=\"_blank\" rel=\"noopener\">Update billing information<\/a>, <a href=\"https:\/\/optinmonster.com\/docs\/how-to-upgrade-your-account\/\" target=\"_blank\" rel=\"noopener\">upgrade<\/a>, <a href=\"https:\/\/optinmonster.com\/docs\/pausing-and-archiving-your-optinmonster-subscription\/\" target=\"_blank\" rel=\"noopener\">pause or archive<\/a> your account, <a href=\"https:\/\/optinmonster.com\/docs\/pageview-and-upgrade-preferences\/\" target=\"_blank\" rel=\"noopener\">update pageview and upgrade preferences<\/a><\/li>\n\n\n\n<li><strong>Add Ons:<\/strong> <a href=\"https:\/\/optinmonster.com\/docs\/how-to-use-lead-verification-in-optinmonster\/\" target=\"_blank\" rel=\"noopener\">Add Lead Verification<\/a><\/li>\n\n\n\n<li><strong>Branding: <\/strong>Apply <a href=\"https:\/\/optinmonster.com\/docs\/how-to-use-optinmonsters-custom-branding-feature\/\" target=\"_blank\" rel=\"noopener\" title=\"\">custom branding<\/a> to your OptinMonster account<\/li>\n\n\n\n<li><strong>Sites:<\/strong> <a href=\"https:\/\/optinmonster.com\/docs\/how-to-add-edit-or-delete-a-website-in-optinmonster\/\" target=\"_blank\" rel=\"noopener\">Add, edit, or delete connected sites<\/a>, <a href=\"https:\/\/optinmonster.com\/docs\/how-to-add-your-affiliate-link-to-the-powered-by-optinmonster-link\/\" target=\"_blank\" rel=\"noopener\">edit OptinMonster badge affiliate links<\/a><\/li>\n\n\n\n<li><strong>Integrations:&nbsp;<\/strong>View, add, and edit all connected integrations<\/li>\n\n\n\n<li><strong>Sub-Accounts:&nbsp;<\/strong><a href=\"https:\/\/optinmonster.com\/docs\/how-to-use-optinmonsters-sub-accounts\/\" target=\"_blank\" rel=\"noopener\">View and edit sub-accounts and permissions<\/a>, <a href=\"https:\/\/optinmonster.com\/docs\/how-to-view-the-activity-log-for-your-account\/\" target=\"_blank\" rel=\"noopener\">view Activity Log<\/a><\/li>\n\n\n\n<li><strong>API:&nbsp;<\/strong>Access and create new API Keys<\/li>\n\n\n\n<li><strong>Referral Program:<\/strong> <a href=\"https:\/\/optinmonster.com\/affiliates\/\" target=\"_blank\" rel=\"noopener\">Join OptinMonster&#8217;s Affiliate Program<\/a> and earn 20% on each referral sale!<\/li>\n\n\n\n<li><strong>Giveaway:&nbsp;<\/strong>Enter to win our monthly giveaway<\/li>\n\n\n\n<li><strong>Logout:<\/strong> Log out of your OptinMonster account<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"notifications\">In-App Notifications<\/h2>\n\n\n\n<p>Sometimes we&#8217;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&#8217;ve received.<\/p>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" width=\"1024\" height=\"440\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/in-app-notifications-1024x440.png\" alt=\"In-app notifications from OptinMonster alert you to the most important details.\" class=\"wp-image-184098\" style=\"width:850px\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/in-app-notifications-1024x440.png 1024w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/in-app-notifications-300x129.png 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/in-app-notifications-768x330.png 768w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/in-app-notifications-1536x660.png 1536w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/in-app-notifications.png 1911w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"help\">Support<\/h2>\n\n\n\n<p>To access support at any time, select the <strong><a href=\"https:\/\/app.optinmonster.com\/account\/support\/\" target=\"_blank\" rel=\"noopener\" title=\"\">? Support<\/a><\/strong> link from the top menu.<\/p>\n\n\n\n<p>If you need help, click the <strong>? Support<\/strong> link from the top menu and an overlay will appear with the option to search our documentation or contact us for assistance.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"850\" height=\"576\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/optinmonster-support-page.jpg\" alt=\"Access OptinMonster support 24\/7 through the app.\" class=\"wp-image-204158\" style=\"width:850px\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/optinmonster-support-page.jpg 850w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/optinmonster-support-page-300x203.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/optinmonster-support-page-768x520.jpg 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"submit-support-ticket\">Submit a Support Ticket<\/h3>\n\n\n\n<p>To submit a support ticket, scroll down the page and click the appropriate link. If you&#8217;re a <a href=\"https:\/\/optinmonster.com\/pricing\" target=\"_blank\" rel=\"noopener\" title=\"\">Pro or Growth subscriber<\/a>, you can also access Live Chat support here.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"850\" height=\"552\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/submit-support-ticket-live-chat.jpg\" alt=\"Create a support ticket or start a live chat session in OptinMonster.\" class=\"wp-image-204160\" style=\"width:850px\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/submit-support-ticket-live-chat.jpg 850w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/submit-support-ticket-live-chat-300x195.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/submit-support-ticket-live-chat-768x499.jpg 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Leads<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Monster Leads<\/h3>\n\n\n\n<p>Select the Leads &gt; <strong>Monster Leads<\/strong> link to access all leads captured using <a href=\"https:\/\/optinmonster.com\/docs\/connect-monster-leads-optinmonster\/\" target=\"_blank\" rel=\"noopener\" title=\"Monster Leads\">Monster Leads<\/a>, our internal lead storage option.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"850\" height=\"576\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/monster-leads.jpg\" alt=\"Monster Leads is OptinMonster's internal lead storage option for capturing leads.\" class=\"wp-image-204161\" style=\"width:850px\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/monster-leads.jpg 850w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/monster-leads-300x203.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/monster-leads-768x520.jpg 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Lead Verification<\/h3>\n\n\n\n<p>You can subscribe to and manage your Lead Verification settings through the Leads &gt; <strong>Lead Verification<\/strong> link.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"850\" height=\"579\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/lead-verification.jpg\" alt=\"The OptinMonster Lead Verification feature allows you to create custom filters for form submissions.\" class=\"wp-image-204162\" style=\"width:850px\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/lead-verification.jpg 850w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/lead-verification-300x204.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/lead-verification-768x523.jpg 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/figure>\n\n\n\n<p class=\"is-style-arrow-link\"><a href=\"https:\/\/optinmonster.com\/docs\/how-to-use-lead-verification-in-optinmonster\/\" target=\"_blank\" rel=\"noopener\" title=\"Learn more about Lead Verification\">Learn more about Lead Verification<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Proof<\/h2>\n\n\n\n<p>Interested in using social proof to increase on-site conversions and sales? Select the <strong>Proof<\/strong> link to <a href=\"https:\/\/trustpulse.com\" target=\"_blank\" rel=\"noopener\" title=\"learn more about TrustPulse for social proof\">learn more about TrustPulse for social proof<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"850\" height=\"223\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/proof.jpg\" alt=\"TrustPulse offers social proof \/ FOMO campaigns to increase on-site conversions and sales.\" class=\"wp-image-204163\" style=\"width:850px\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/proof.jpg 850w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/proof-300x79.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/proof-768x201.jpg 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">University<\/h2>\n\n\n\n<p>Included with your subscription is access to <a href=\"https:\/\/optinmonster.com\/university\" target=\"_blank\" rel=\"noopener\" title=\"OptinMonster University\">OptinMonster University<\/a>! Courses that are designed to help you improve your digital marketing strategy quickly. Click on the <strong>University<\/strong> link to start!<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"850\" height=\"212\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/optinmonster-university.jpg\" alt=\"Access OptinMonster University from the app at any time.\" class=\"wp-image-204164\" style=\"width:850px\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/optinmonster-university.jpg 850w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/optinmonster-university-300x75.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/optinmonster-university-768x192.jpg 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"850\" height=\"512\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/omu.jpg\" alt=\"OptinMonster University offers courses to help you in many aspects of digital marketing.\" class=\"wp-image-204165\" style=\"width:850px\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/omu.jpg 850w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/omu-300x181.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/omu-768x463.jpg 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/figure>\n\n\n\n<p class=\"is-style-arrow-link\"><a href=\"https:\/\/optinmonster.com\/university\" target=\"_blank\" rel=\"noopener\" title=\"Get started with OptinMonster University now\">Get started with OptinMonster University now<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"create-campaign\">Create New Campaign<\/h2>\n\n\n\n<figure class=\"wp-block-image is-resized\"><img decoding=\"async\" width=\"912\" height=\"190\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/create-new-campaign.png\" alt=\"\" class=\"wp-image-184102\" style=\"width:850px\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/create-new-campaign.png 912w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/create-new-campaign-300x63.png 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/10\/create-new-campaign-768x160.png 768w\" sizes=\"(max-width: 912px) 100vw, 912px\" \/><\/figure>\n\n\n\n<p>The final major item on the home <strong>Campaigns Dashboard<\/strong> screen is the <strong>Create Campaign<\/strong> button. Selecting this button allows you to begin <a href=\"https:\/\/optinmonster.com\/docs\/creating-your-first-optin\/\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"Creating Your First Optin\">creating a new campaign<\/a>.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>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&#8217;ll introduce you to the major areas of OptinMonster&#8217;s interface and help you get started creating new campaigns quickly. Campaign Dashboard When you first log into&nbsp;&hellip;<\/p>\n","protected":false},"author":4657,"comment_status":"open","ping_status":"closed","template":"","documentation\/categories":[8],"documentation\/tags":[31396,31399,31497,31402,31397,31395,31411,31401,31404,31403,31400],"class_list":["post-87547","optinmonster_docs","type-optinmonster_docs","status-publish","hentry","categories-getting-started"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/87547","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=87547"}],"version-history":[{"count":14,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/87547\/revisions"}],"predecessor-version":[{"id":205817,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/87547\/revisions\/205817"}],"wp:attachment":[{"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/media?parent=87547"}],"wp:term":[{"taxonomy":"categories","embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/categories?post=87547"},{"taxonomy":"internal_tags","embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/tags?post=87547"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}