{"id":91024,"date":"2018-08-06T16:37:07","date_gmt":"2018-08-06T20:37:07","guid":{"rendered":"https:\/\/optinmonster.com\/?post_type=optinmonster_docs&#038;p=91024"},"modified":"2025-07-31T05:31:24","modified_gmt":"2025-07-31T09:31:24","slug":"getting-started-with-optinmonster-checklist","status":"publish","type":"optinmonster_docs","link":"https:\/\/optinmonster.com\/docs\/getting-started-with-optinmonster-checklist\/","title":{"rendered":"Guide to Getting Started with OptinMonster"},"content":{"rendered":"\n<p>To get the most out of OptinMonster, we&#8217;ve put together this guide to help you through creating your first campaign.<\/p>\n\n\n\n<div class=\"alert-box alert-blue\">\n<p class=\"alert-box-title\"><\/p>\n\n\n\n<p><strong>Using WordPress?<\/strong> Please follow our <a href=\"https:\/\/optinmonster.com\/docs\/getting-started-optinmonster-wordpress-checklist\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Guide to Getting Started with OptinMonster for WordPress<\/a> instead.<\/p>\n\n\n\n<p class=\"is-style-arrow-link has-link-color\"><\/p>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Checklist<\/h2>\n\n\n\n<p>To get started, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/optinmonster.com\/docs\/creating-your-first-optin\/\" target=\"_blank\" rel=\"noopener noreferrer\">Create your first campaign<\/a>.<\/li>\n\n\n\n<li><a href=\"https:\/\/optinmonster.com\/docs\/how-to-connect-to-an-email-service-provider\/\" target=\"_blank\" rel=\"noopener noreferrer\">Connect your integration<\/a>.<\/li>\n\n\n\n<li>To embed the campaign on your site, we provide a number of <a href=\"https:\/\/optinmonster.com\/categories\/docs\/platforms\/\" target=\"_blank\" rel=\"noopener noreferrer\">guides for popular platforms<\/a>, or you can refer to our <a href=\"https:\/\/optinmonster.com\/docs\/how-to-add-optinmonster-to-any-website\/\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"How to Add OptinMonster to Any Website\">general guide<\/a>.<\/li>\n\n\n\n<li><em>Optional:<\/em> you can target which pages of your site to show the campaign on using our <a href=\"https:\/\/optinmonster.com\/docs\/how-to-use-display-rules-in-optinmonster\/\" target=\"_blank\" rel=\"noopener noreferrer\">display rules<\/a> tool in the campaign builder.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"advanced\">Advanced<\/h2>\n\n\n\n<p>When you&#8217;re ready to take your campaign to the next level consider implementing some of these features:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Display Rules<\/h3>\n\n\n\n<p><a href=\"https:\/\/optinmonster.com\/docs\/how-to-use-display-rules-in-optinmonster\/\" target=\"_blank\" rel=\"noopener\" title=\"\">OptinMonster&#8217;s Display Rules<\/a> are a powerful tool to specify how and where your campaign should appear on your site.<\/p>\n\n\n\n<p>You can also use <a href=\"https:\/\/optinmonster.com\/docs\/how-to-integrate-optinmonster-with-google-tag-manager\/\" target=\"_blank\" rel=\"noopener noreferrer\">Google Tag Manager<\/a> to control when and where on your site the campaign appears.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Split Testing<\/h3>\n\n\n\n<p><strong><a href=\"https:\/\/optinmonster.com\/docs\/how-to-create-a-split-test-in-optinmonster\/\" target=\"_blank\" rel=\"noopener noreferrer\">Split testing<\/a><\/strong> your campaign helps you improve conversions by testing different colors, copy, configuration settings and more.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Cookie Settings<\/h3>\n\n\n\n<p>OptinMonster uses cookies to control how often a campaign can appear again after it&#8217;s been closed or submitted. Learn how to configure <a href=\"https:\/\/optinmonster.com\/docs\/how-optin-cookies-and-the-global-cookie-work-in-optinmonster\/\" target=\"_blank\" rel=\"noopener noreferrer\">individual and global cookies<\/a> for your campaigns.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">MonsterLinks<\/h3>\n\n\n\n<p>You can show your campaign with the click of a link or button on your site with <a href=\"https:\/\/optinmonster.com\/docs\/how-to-use-monsterlinks-to-load-your-popup-with-click-of-a-button\/\" target=\"_blank\" rel=\"noopener noreferrer\">MonsterLinks<\/a>!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Deliver Downloadable Files<\/h3>\n\n\n\n<p>Learn more about how to <a href=\"https:\/\/optinmonster.com\/docs\/how-to-deliver-downloadable-files\/\" target=\"_blank\" rel=\"noopener noreferrer\">deliver downloadable content<\/a> to subscribers when using OptinMonster.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Yes \/ No Campaigns<\/h3>\n\n\n\n<p>Use our <a href=\"https:\/\/optinmonster.com\/docs\/how-to-create-a-yes-no-optin-with-optinmonster\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Yes \/ No feature<\/a> to add a two-step option to your campaign, or in place of collecting email addresses.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Privacy Policy<\/h3>\n\n\n\n<p>Learn how to add a <a href=\"https:\/\/optinmonster.com\/docs\/how-to-add-a-privacy-policy\/\" target=\"_blank\" rel=\"noopener noreferrer\">privacy policy<\/a> to your campaign.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Google Analytics Integration<\/h3>\n\n\n\n<p><a href=\"https:\/\/optinmonster.com\/docs\/how-optinmonster-uses-google-analytics-to-measure-conversion-analytics\/\" target=\"_blank\" rel=\"noopener noreferrer\">Connect your campaign to Google Analytics<\/a> so you can track more detailed analytics data for your campaigns and view reports from your Google Analytics account. Note: this is optional, your campaign will show basic data like impressions, conversions and top 10 converting pages automatically.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>To get the most out of OptinMonster, we&#8217;ve put together this guide to help you through creating your first campaign. Checklist To get started, follow these steps: Advanced When you&#8217;re ready to take your campaign to the next level consider implementing some of these features: Display Rules OptinMonster&#8217;s Display Rules are a powerful tool to&nbsp;&hellip;<\/p>\n","protected":false},"author":7345,"comment_status":"open","ping_status":"closed","template":"","documentation\/categories":[8],"documentation\/tags":[31395],"class_list":["post-91024","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\/91024","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\/7345"}],"replies":[{"embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/comments?post=91024"}],"version-history":[{"count":18,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/91024\/revisions"}],"predecessor-version":[{"id":204034,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/91024\/revisions\/204034"}],"wp:attachment":[{"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/media?parent=91024"}],"wp:term":[{"taxonomy":"categories","embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/categories?post=91024"},{"taxonomy":"internal_tags","embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/tags?post=91024"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}