{"id":91025,"date":"2021-10-14T10:05:39","date_gmt":"2021-10-14T14:05:39","guid":{"rendered":"https:\/\/optinmonster.com\/?post_type=optinmonster_docs&p=91025"},"modified":"2025-07-31T05:53:44","modified_gmt":"2025-07-31T09:53:44","slug":"getting-started-optinmonster-wordpress-checklist","status":"publish","type":"optinmonster_docs","link":"https:\/\/optinmonster.com\/docs\/getting-started-optinmonster-wordpress-checklist\/","title":{"rendered":"Guide to Getting Started with OptinMonster and WordPress"},"content":{"rendered":"\n

We’re so excited for you to begin publishing your OptinMonster campaigns! Use the checklist below to guide you through creating a campaign when you’re using the OptinMonster for WordPress plugin.<\/p>\n\n\n\n

If you haven’t yet integrated OptinMonster with your WordPress website, we recommend using the OptinMonster for WordPress plugin to do that. Learn how to install the OptinMonster for WordPress plugin<\/a> now.<\/p>\n\n\n\n

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Important<\/p>\n\n\n\n

Not using WordPress or the OptinMonster WordPress plugin?<\/strong><\/p>\n\n\n\n

Follow our general Getting Started checklist instead<\/a><\/p>\n<\/div>\n\n\n\n

Create an OptinMonster campaign by following the sections below, let’s get started!<\/p>\n\n\n\n

Create A Campaign<\/h2>\n\n\n\n
    \n
  1. To get started with creating a new campaign, navigate to the WordPress admin > OptinMonster > Campaigns page using the sidebar menu.
    \"leftMenu<\/li>\n\n\n\n
  2. Click the Add New<\/strong> button
    \"Add<\/li>\n\n\n\n
  3. A modal will appear, allowing you to choose from templates or playbooks.
    \"templates<\/li>\n\n\n\n
  4. If you select Templates<\/strong>, you will be able to choose from 6 campaign types.
    \"6
    Not sure which one to choose? Learn more about each campaign type:     Popup,<\/a> Floating Bar<\/a>, Fullscreen<\/a>, Inline<\/a>, Slide-in,<\/a> and Gamified Fullscreens<\/a> (available only with a Growth subscription<\/a>).

    If you select Playbook<\/strong>, you’ll choose from playbook templates and be able to filter them by category or goal.
    \"playbooks\"<\/li>\n\n\n\n
  5. On the left-side menu, you\u2019ll find a filter for templates, allowing you to filter by Goal, Industry, Season, and Features.
    \"filter\"<\/li>\n\n\n\n
  6. By default, OptinMonster templates appear on all devices and look great on every device. With a Pro or Growth subscription<\/a>, you can also choose templates designed specifically for mobile devices by adjusting the Device Targeting filter.
    \"device<\/li>\n\n\n\n
  7. Next, browse the Templates available for that Campaign Type.
    \"templates\"<\/li>\n\n\n\n
  8. To preview any template, hover over it and click Preview<\/strong>. Once you\u2019ve found a template you like, click Use Template<\/strong>.
    \"use<\/li>\n\n\n\n
  9. Name your campaign and click Start Building<\/strong>.
    \"name<\/li>\n<\/ol>\n\n\n\n

    Plan The Success Action<\/h3>\n\n\n\n

    Before you start designing your campaign, it’s important to keep in mind the overall goal of your campaign. What action do you want visitors to take when they see your campaign? Subscribe to your email list? Visit a page on your website? Download a file? Your goals determine the content of your campaign.<\/p>\n\n\n\n

    What happens after a visitor clicks a button in your campaign, or converts an optin form<\/a>, is controlled by the Success Action<\/a> of the buttons or forms in your campaign.<\/p>\n\n\n\n

    Success Actions can be adjusted by clicking on any button or form within your campaign.<\/p>\n\n\n\n

    You can choose from the following Success Actions:<\/p>\n\n\n\n