# Optinly Knowledge Base
Learn how to drive conversions and sales for your website with Optinly. Grow your email list, reduce cart abandonment, upsell to existing customers and do more.
Welcome on-board to Optinly - a goal-based WordPress popup plugin that’s primarily built to help online stores and websites drive more conversions. In fact, Optinly is the first of its kind where you’ll get to choose your marketing goals post which you can choose appropriate pop-up templates.
In this article, we’ll take you through some of the most important features of Optinly that'll help you drive more sales and conversions for your business.
###
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[Getting Started](/getting-started)
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## Optinly Installation
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[WordPress](/installation/wordpress)
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[Custom Website](/installation/custom-website)
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[Integrations](/integrations)
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## Quick Link
1. [How to Create Your First Optinly Campaign ?](https://help.optinly.com/popups-and-campaigns/creating-a-campaign#how-to-create-your-first-popup-with-optinly)
2. [How to Set Triggers to Your Campaign?](https://help.optinly.com/popups-and-campaigns/creating-a-campaign#how-to-set-triggers-to-your-campaign)
3. [Pricing Plans](https://optinly.com/pricing/)
4. [Frequently Asked Questions](https://help.optinly.com/frequently-asked-questions)
# Getting Started
Capture more leads and nurture them with Optinly
### Growth Marketing Goals
One main reason why Optinly is a goal-based popup maker plugin is because most of the marketers/store owners find it hard to decide their growth goals. And at times, they tend to run popup campaigns that mismatch the sole purpose of their marketing goals. Which is why Optinly comes with 10 most common marketing goals that suits best for both websites and eCommerce stores.
Below mentioned are Optinly’s growth marketing goals,
* **Build Audience** - Create lead capture forms to grab visitor’s attention and grow your audience base.
* **Reduce Cart Abandonment** - Display exit popups with this free exit popup generator and stop visitors from abandoning their shopping carts.
* **Increase Cart Value** - Display special offers and coupon codes to increase your customer’s cart value.
* **Promote Special Offers** - Double your Black Friday sales or Holiday Season sales using pretty popups to promote special offers.
* **Gamification Popups** - Engage visitors and capture instant attention using game popups - spin the wheel popups and more on the way.
* **Countdown Timers -** Increase your eCommerce sales seamlessly. Use countdown timer popups to create FOMO and promote impulsive buying.
* **Coupon Popups -** Help your store visitors purchase more using coupon popups and capture email leads simultanesously.
* **Conduct Surveys** - Use exit survey popups to collect valuable inputs from web visitors and make informed decisions.
* **Guide Website Visitors** - Redirect traffic to target pages. Use popups to guide web visitors to specific pages and increase conversions significantly.
* **Notification Popups -** Help visitors stay updated with your website happenings. Display important messages using notice popups.
All you have to do is, select your marketing goal, choose an appropriate popup template and run your campaign. It’s even easier than said.
We understand how hard it becomes at times to create popups which is why Optinly gives you 75+ goal-based WordPress popup forms. All popup forms are highly customizable, mobile responsive and well-crafted to increase conversions.
Goal-based popup templates is what makes Optinly one of the best WordPress popup plugin. Each marketing goal is backed with relevant popup templates that are well-crafted to meet your growth goals.
All you have to do is choose your marketing goal -> choose your popup type -> choose your template -> set display triggers and set it live.
Also, you can customize popups to suit your website’s theme using the inbuilt popup builder - no design or development skills needed to implement.
Optinly comes with an inbuilt popup builder that makes it super easy for you to create highly converting popup campaigns on the go. The popup builder is extremely easy to use - you can customize the popup copy text, the call-to-action text, background colors, images and more.
We’ll take you through a detailed tour of Optinly’s popup builder later.
Display website popups to your visitors at the right time and at the right place. Use Optinly’s advanced popup triggering options to increase website conversions and engagement. Stats say that targeted on-site messages have 3x more conversion rates than website popups that follow no strategies. Optinly gives you
* Page based targeting/URL based targeting options
* Exit intent triggers
* Time-based triggers - trigger popups based on users’ time on a page/website
* Target visitors based on the devices - desktops/tablets/mobiles
* Options to retarget visitors after a specific number of days
With the above popup triggering options, increasing your website conversions and sales isn’t going to be hard from now.
### Extra Features to Drive More Conversions and Revenue
Optinly comes power-packed with advanced features to help drive more conversions and revenue.
* Powerful dashboard that lets you know about clicks, views & conversions.
* Seamless integration with top email marketing service providers.
* Easy installation process, clutter-free user interface and more.
* Download captured leads via CSV file format.
* Advanced features at zero cost - a forever free plan for you to get started with Optinly.
Add popups to your website in 4 simple steps -> Choose your marketing goal -> choose a popup template and customize if necessary -> set popup triggering options -> set your campaign live.
Now that we've covered the basics of Optinly, let's get to know how it can help grow your business.
# Use Cases
Learn how to drive more conversions and grow your business with Optinly's forms and templates.
## How Optinly Can Help Grow Your Business?
Website popups can be used for various reasons - it could either be for letting visitors know about your new product launch or about your upcoming seminar. Here are a few examples as to how you can use Optinly’s popup templates for business growth.
### **1. Full Screen Overlay Popups**
WordPress full screen popups are one of the best ways to capture your visitor’s undivided attention. Here’s an example of a full page popup,
Full Screen Overlay Popup
Displaying this full-screen overlay will definitely take your store visitors to your deals page. It’s because the 50% discount offer would be too hard to miss and since it’s a limited time offer, you could definitely expect a spike in your anniversary sales.
### **2. Timed Delay Popups**
Displaying popups a few seconds after your visitor spends on your webpage is a great way to convert your visitors. Here’s an example of a perfect timer popup.
Assume a visitor is visiting your eCommerce store and he/she gets to see this pretty popup a few seconds later. By this time, he/she would have got to know more about your store & products. And a popup that appears bearing an exclusive coupon worth $100 + free shipping would motivate your store visitors to purchase. You’d have to use a time-based popup trigger here.
### **3. Notification Popups**
Let your web visitors know what’s happening using popup notifications. Display notification popups to visitors about exciting offers to grow your email list and increase conversions. Here’s an example of an attractive notification popup
The above website overlay popup lets your store visitors know that something special has been happening and that they’ve just won a $50 coupon. This is a great way to prompt action from your visitors and capture their email addresses.
### **4. Gamification Popups**
Game popups are one of the best ways to engage with your visitors, not to mention the popularity and proven conversion rates spin the wheel popups have gained over the time. Here’s an example of Optinly’s spin to win wheel popup.
A clean and visually appealing spin to win popup template. You can use this popup at any point of time but would work best as en exit intent popup. Your visitors would eagerly want to try their luck and in the meanwhile, you’ll be growing your email list.
### **5. Floating Sidebar Popups**
Floating bar optins are known for their zero annoyance factor and proven conversion rates. 7 out of 10 websites that used floating bar popups stated that they found floating bar optins to drive extreme results.
Gently asking your visitors to sign up for your monthly newsletters using floating bars is a great way to grow your email list. It’s going to be either a conversion or ignorance. But, there’s no space for annoyance here. A good pop-up design and copy lines will help your floating bar popups stand out.
### **6. Exit Intent Popups**
Exit intent popups are nothing but an ace up the sleeve for most websites and eCommerce stores.
> Exit popups give you the last minute window opportunity to capture your visitors**.**
Optinly is one of the best exit intent software you’ll come across. Here’s an [effective exit popup template](https://optinly.com/blog/20-best-exit-intent-popup-examples) that’ll help you reduce cart abandonment on your eCommerce store.
Imagine displaying this popup to your store visitors when they are about to exit your store. It definitely would capture your visitor’s attention and *the 25% instant discount* is one strong reason for your visitors to complete their purchase. That’s how exit popups work - immediate & effective.
# WordPress
Learn how to install Optinly on a WordPress website.
## Optinly WordPress Installation
Optinly offers users a hassle-free installation process. You can install Optinly on your WordPress website within minutes. Below mentioned are the steps to install Optinly on your WordPress website
**Step 1:** Login to your WordPress dashboard
**Step 2:** Click the “Add New” button.
**Step 3:** Search for Optinly and then install once you’ve found it.
Intsalling Optinly from WordPress Dashboard
You can also directly [download Optinly](https://wordpress.org/plugins/optinly/) from the WordPress Repository and later upload the plugin using the “Upload Plugin” option.
**Step 4:** Once you have activated Optinly, you will be asked to enter the App-id.
**Step 5:** Now head to [app.optinly.com](https://app.optinly.com/) and sign up using your email address and password.
Sign Up Using Email Id and Password
**Step 6:** After signing up, enter your domain and then proceed.
**Step 7:** You’ll be asked to choose a platform. Choose WordPress and copy the app-id that’s displayed.
**Step 8:** Now head back to your WordPress dashboard and enter the app-id in the field box.
Click “Connect” to connect your site with Optinly. On successful connection, you’ll get the “Your App has been verified successfully” message.
It’s done - you’ve successfully installed Optinly popup builder on your WordPress website.
# Google Tag Manager
Learn how to load the Optinly javascript via the Google Tag Manager
It is very easy to add Optinly to your website. This guide walks you through the steps to use the Google Tag Manager to embed Optinly to your website.
1. Login to [Google Tag Manager](https://tagmanager.google.com/)
2. In your Workspace, click Add New Tag
3\. Give it a Title
4\. Click on the "Tag configuration" and choose the tag type as: Custom Html
5\. From your Optinly dashboard -> Installation instructions, copy the Javascript and paste it into the Tag Editor
IMPORTANT: Make sure you check "Support document.write" checkbox. Otherwise, Optinly will not load
6\. Click and Expand the "Advanced Settings". Choose the Tag firing options and set it to "Once per page"
7\. Click on the Trigger configuration and choose "All Pages". Since you may have popups being used in different parts of the website, it is recommended to have this snippet loaded in all pages of your site.
8\. Save the Tag
9\. Publish your changes
That's all. You have now loaded the Optinly script via the Google Tag Manager
## Next Steps
# Custom Website
Learn how to install Optinly in a Custom Website.
## Optinly Custom Website Installation
You can install Optinly on your custom website by following the below mentioned steps.
**Step 1:** Choose a plan that works for you from Optinly’s pricing page. You’ll be redirected to [app.optinly.com.](https://app.optinly.com/)
Sign up using your desired email address and password.
[ ](https://optinly.com/static/f6eb463e8cc594b2ea9b6ca816d8b8f5/7af19/sign-up-optinly.png)**Step 2:** Once you “Sign Up”, enter your domain and click create.
**Step 3:** After entering your domain name, you’ll be asked to choose your website’s platform.
Choose JavaScript and then you’ll be displayed the embed script code.
**Step 4:** Head back to your website and paste the copied script code in your root index.html file within the body section.
You’ve successfully connected Optinly to your website and it’s ready to use.
# Add More Domains
Learn how to add multiple domains to your Optinly account.
### How to add more domains to your account?
Optinly allows users to connect multiple websites with ease. The process is extremely simple and can be done within a few minutes.
We assume you have already installed Optinly on your website.
**Step 1:** Login to your Optinly account using your registered email address and password.
**Step 2:** After reaching your dashboard, on the top right corner, click the **“Add Domain”** option.
**Step 3:** Once you click the **“Add Domain”** button, you’ll be asked to enter the URL of the domain you want to add.
**Step 4:** Enter the domain URL and proceed to the next window. You’ll be asked to choose the nature of your domain. Choose from the available options - WordPress or Javascript and you’ll get a corresponding app-id or script for the same.
**Step 5:** If it’s a WordPress website, copy the app-id and paste it in the verification field box and connect with Optinly. If it’s Javascript, copy the script code and paste it within the root index.html file’s body section.
You have successfully added your second domain to Optinly.
Similarly, you can add multiple domains using the same procedure.
# Additional Setup Details
Here are a few additional setup information and details you should take a look into.
## Basic Setups Before You Get Started
Once you have entered your domain and activated Optinly, you’ll be taken to your dashboard. Before you start creating a popup campaign, make sure you look around, get to know Optinly and set your profile.
### Account Settings
Head to the Settings section from your dashboard. You'll be able to see your account's general information. You can change and update details as and when you like.
### Plans Details & Billing
You can view the details of your plan, the plan validity or simply change to another plan from the “Billing” section. You can always get in touch with our support team by enabling the chat box at the bottom right corner of the screen.
# Creating a Campaign
Learn how to create popups and set triggers for your popup campaign with Optinly. Also, learn how to create popups for mobiles and tablets in this read.
We understand your need to have different types of popups to [drive more conversions on your website](https://optinly.com/blog/9-creative-ways-for-lead-generation-using-a-wordpress-popup-plugin) which is why Optinly gives you 6 different types of website popups. Below mentioned are the types of popups you get with Optinly
* Exit Intent Popups
* Floating Sidebars
* Gamification Popups - Spin the Wheel
* Fullscreen Overlay Popups
* Notification Popups
* Timed Delay Popups
Get an idea of how you can put these popups into effective use by reading [Use cases](https://help.optinly.com/getting-started/use-cases).
## How to Create Your First Popup With Optinly?
Optinly is one of the most easy to use free popup maker you might have come across. You can easily create your popups within minutes using this go-to popup builder. You can learn how to make a popup box with Optinly by following the below-mentioned steps
**Step 1:** After installing and activating Optinly, head to your dashboard and you’ll see the **“Add New Campaign”** option. Click the same to proceed. You can also create a new campaign by clicking the "**Create Campaign**" button found on the top right corner of your screen.
**Step 2:** Once you click **"Add New Campaign**", you’ll be asked to choose your goal for this particular campaign.
Choose a Goal for Your Popup Campaign
Set a title, choose your campaign goal and then proceed.
**Step 3:** Once done, you’ll be taken to a window where you can choose the type of popup form and the relevant popup template as well!
You can simply click the popup type you prefer and choose from the available popup templates that would suit best for your campaign!
**Step 4:** Once you choose your popup template, you’ll be taken to the popups settings dashboard where you'll be able to have a preview, set triggering and display options for your popup campaign.
Click "**Customize**" to head to the popups customization window. You can also change the popup template using the "**Change template**" button anytime.
Popup Customization Options
**Step 5:** Once you are done with the popup design, click “**Save Template**” and then the “**Go back to Settings**” button.
You can select triggering options from the multiple popup triggering options Optinly gives you.
The below image shows an example of a time delayed trigger of 5 seconds. This should give enough time for the website audience to settle in. With the page-based targeting option, this popup campaign has been chosen to be displayed on the Homepage alone.
Also, the re-targeting option has been set as 5 days. The popup will be displayed to your website visitor when he/she visits again after the specified number of days.
Set Triggering Options for Popup Campaign
You can also add multiple conditions by clicking the "**Add Condition**" button.
**Step 6:** Once when you are all set, click the “**Save and Set Live**” option to make your popup campaign live. Remember that it will take an approximate 30 seconds for the changes to reflect on your website.
Campaign Live Success Message
And that’s how you create your first popup with Optinly.
## How to Set Triggers to Your Campaign?
Setting triggers to your popup campaigns with Optinly is quite easy. Below mentioned are the steps as to how you can set popup triggers to your campaign.
After you have completed customizing your popup, click the “**Save Template**” and then the "**Go back to Settings**" button to head to the Settings Dashboard.
Head to the Settings Section
On heading to the settings section, you can choose from the multiple triggering options available. Below mentioned are some of the popup triggering options Optinly offers
* Page based targeting options - show on all pages or on selected pages.
* Time Based triggers - trigger popups based on time spent on a particular page or on the website.
* Exit Intent triggers - display popup when a user is about to leave the website.
* Re-targeting options - enter the number of days after which you want to display popups to your visitors.
You can choose the most appropriate popup trigger for your campaign. Also, you can choose multiple triggering options for the same campaign to increase the chances of conversions by clicking the "**Add Condition**" button.
Set Triggers to Your Popup Campaign
Optinly also gives you the option to display Google reCAPTCHA to subscribers in order to prevent spam.
Once you have set the triggering options, click the "**Save & Set Live**" button to make your popup campaign live.
## How to Create a Pop-Up Campaign for Mobiles and Tablets?
Optinly makes it easy for you to create a campaign and display them based on devices - you have options to display them only to mobile devices or tablets or desktops. Also, you can display them on all three devices simultaneously.
In this article, you'll know how to display your popup campaign specific to the device types.
* Make sure you already know how to create a popup campaign by choosing your marketing goal and popup templates.
When you have chosen your marketing goal, relevant popup template and customized it, head to the popup settings dashboard by clicking the "**Go back to settings**" button.
Head to the Popup Settings Window
In the settings section, below the "**Customize**" and "**Change Buttons**", you'll be able to witness a couple of toggle switches with which you can choose as to which device you want to display your popup campaign.
The toggle on/off button helps you choose between devices easily.
Choose Devices to Display
Once you’ve chosen the device you want to display, set triggers to your popup campaign. You can learn how to set triggers for your popup campaign in the article above.
Everything else is similar. You just have to click the "**Save & Set Live**" button for your campaign to become live. Remember that it will take anywhere around 60 seconds for the changes to be reflected.
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[Integrations](/integrations)
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# Spin the Wheel Popups
Learn how to create a spin to win popup for your website/eCommerce store in this step-by-step article.
## **How to Create a Spin the Wheel Popup With Optinly?**
Spin to win wheels has now become a common popup that is being used by almost all eCommerce owners and marketers. The reason behind this is the engagement factor and the increased chances of conversions happening. With Optinly, you can create your own spin to win wheel, customize it to your needs, add coupons/discounts and set it live.
Let’s look at how you can create a spin to win popup campaign with Optinly.
**Step 1:** Once you have installed and activated Optinly, head to the dashboard and click “**Add New Campaign**” on your screen. You can also click “**Create Campaign**” on the top right corner of your screen.
Optinly Welcome Dashboard
**Step 2:** Once when clicked, you’ll get a window asking you to give a name for your popup campaign and to choose a goal for your campaign as well.
Give a custom name for your popup campaign and then click “**Create**” at the bottom of the window.
**Step 3:** You’ll be taken to the popup gallery where you can choose from a wide range of popup templates. You’ll be able to choose any popup template when you hover over it.
Click the **“Use Template”** option when you see the template or select the **“Spinwheel”** tab as shown in the image.
Select Spinwheel Template
**Step 4:** You’ll now be taken to the popup launch window. This is where you’ll be tweaking most of your popup display options. You can also have a sample preview of your chosen popup template on your website.
Choose Popup Display Option
You can manually enter the seconds and delay the appearance of the spin wheel popup to your web audience. Also, you have options to display the popup to your audience again after a specific number of days.
Let’s look at the customization options. Click the “**Customize**” button on the top left corner of your screen.
**Step 5:** You’ll now be able to customize your spin wheel popup. The four different tabs have unique functionality which is also a guided approach. You’d find it extremely easy when you progress in an orderly manner.
You can change the color of your spin wheel including the peg in the first tab. We’ve changed it based on Optinly’s theme. If you want to start from the beginning, you can click **“Reset”** anytime**.**
Once done customizing, head to the next tab **“Edit Texts”.**
This is where you’ll be taking care of the spin wheel text, coupon codes and probability.
Edit Text and Probability
> The **“Label”** tab is where you’ll be changing the text that is appearing on the wheel segments.
>
> The **“Discount Code”** section allows you to enter custom coupon code information for every wheel segment.
>
> The **“Win?”** column, that lies adjacent to the discount code is where you’ll be deciding which wheel segment is going to make your audience win/lose. You can simply use the toggle on/off button to decide this. When a button is set to off, the value corresponding to it will become null/not valuable.
>
> The "**Probability**" column allows you to decide the results. In simple words, out of one hundred spins made, how much do you want each segment to be the end result?
Once done with this section, move on to the **“Form Fields”** tab.
Edit Spin Wheel Form and Placeholder
The **“Forms”** tab allows you to change popup copy text. You can change the placeholder text to suit your needs as well. Also, you can change the color of the CTA Button and the text.
You have an option to include/not include the **“Accept terms & conditions”** checkbox as well. Once done, head to the **“Win Info”** tab.
When your visitor spins the wheel and they win a coupon, this is the window that’s going to appear in front of them.
The coupon they’ve won will automatically be displayed in the “**Coupon**” field and all they have to do is click **“Copy”.**
In case your visitor has lost the spin, they’ll be displayed the below window.
You can customize the message and the CTA button according to your wish.
Once you’re done with everything, click “**Save Template**” and then go back to settings.
Since you’ve already set the triggering options, click “**Save & Set Live**” to make your popup campaign live.
You’ll be seeing a success message as shown below.
It’s done. You’ve successfully created your first spin the wheel popup campaign.
# Fullscreen Overlay Popups
Learn how to create fullscreen overlay popups for your website/eCommerce store in this step-by-step article.
## **How to Create Fullscreen Overlay Popups With Optinly?**
Fullscreen popups are known to capture the undivided attention of your web visitors by taking over their screen space. What makes full-screen overlays an ideal marketing medium is that they give you the opportunity to deliver more value to your audience. In return, you get rewarded via conversions and sales figures.
Let’s look at how you can create fullscreen popups with Optinly.
**Step 1:** After installing Optinly and successfully integrating it with your website, you’ll be taken to Optinly’s Welcome dashboard. Click “**Create Campaign**” to start creating a new campaign.
Optinly Welcome Dashboard
If you’ve already created a campaign, you won’t be displayed the welcome dashboard. You can click the “**Create Campaign**” button on the top right corner of your screen.
The next step will be about choosing a goal and setting a name for your campaign.
**Step 2:** Give a custom name and choose a goal for your popup campaign. Once done, click “**Create**”.
Choose Popup Campaign Goal
**Step 3:** When you click create, you’ll be taken to Optinly’s template gallery. This is where you’ll be choosing a fullscreen overlay template for your campaign.
You can either scroll down manually to find a fullscreen template or simply click the fullscreen tab as shown in the image.
Choose an appropriate template for your campaign and proceed with it. You can select a template by clicking on the “**Use Template**” option.
**Step 4:** When you choose a template, you’ll be taken to the popup launch dashboard where you can tweak the display options, have a preview of your template and more.
The multiple triggering options allow you to display your fullscreen popup at the most appropriate time to your audience.
Set specifics and head to the customization part. You can find it on the top left corner of your screen.
**Step 5:** Optinly’s inbuilt popup editor allows you to customize the chosen template to your taste. You can edit the popup copy text, change the background, close icon and CTA button color.
You also have the option to redirect users to a specific page after subscribing.
Optinly gives you the option to add the “**Accept Terms & Conditions**” phrase to showcase you are GDPR compliant.
When you’re done customizing the popup, head to the “**Thank You Page**” tab on the top left corner of your screen. You can display custom messages to your new subscribers here.
Once finished, click “**Save Template**” and then click “**Go Back to Settings**”**.**
**Step 6:** It’s almost done. You’ve already set the popup triggering options. All you have to do is check once and click the “**Save & Set Live**” button.
You’ll see a success message as shown below.
It might approximately take 30 seconds for the changes to be reflected on your web page.
It’s done. You’ve successfully created your first fullscreen overlay popup campaign.
# Timer Popup
Learn how to create fullscreen overlay popups for your website/eCommerce store in this step-by-step article.
## **How to Create timer Popups With Optinly?**
Timer popups are known to capture the undivided attention of your web visitors by taking over their screen space. What makes full-screen overlays an ideal marketing medium is that they give you the opportunity to deliver more value to your audience. In return, you get rewarded via conversions and sales figures.
Let’s look at how you can create timer popups with Optinly.
**Step 1:** After installing Optinly and successfully integrating it with your website, you’ll be taken to Optinly’s Welcome dashboard. Click “**Create Campaign**” to start creating a new campaign.
Optinly Welcome Dashboard
If you’ve already created a campaign, you won’t be displayed the welcome dashboard. You can click the “**Create Campaign**” button on the top right corner of your screen.
The next step will be about choosing a goal and setting a name for your campaign.
**Step 2:** Give a custom name and choose a goal for your popup campaign. Once done, click “**Create**”.
Choose Popup Campaign Goal
**Step 3:** When you click create, you’ll be taken to Optinly’s template gallery. This is where you’ll be choosing a timer popup template for your campaign.
You can either scroll down manually to find a fullscreen template or simply click the fullscreen tab as shown in the image.
Choose an appropriate template for your campaign and proceed with it. You can select a template by clicking on the “**Use Template**” option.
**Step 4:** When you choose a template, you’ll be taken to the popup launch dashboard where you can tweak the display options, have a preview of your template and more.
The multiple triggering options allow you to display your fullscreen popup at the most appropriate time to your audience.
Set specifics and head to the customization part. You can find it on the top left corner of your screen.
**Step 5:** Optinly’s inbuilt popup editor allows you to customize the chosen template to your taste. You can edit the popup copy text, change the background, close icon and CTA button color.
You also have the option to redirect users to a specific page after subscribing.\
Optinly gives you the option to add the “**Accept Terms & Conditions**” phrase to showcase you are GDPR compliant.
Once finished, click “**Save Template**” and then click “**Go Back to Settings**”**.**
**Step 6:** It’s almost done. You’ve already set the popup triggering options. All you have to do is check once and click the “**Save & Set Live**” button.
You’ll see a success message as shown below.
It might approximately take 30 seconds for the changes to be reflected on your web page.
It’s done. You’ve successfully created your first timer popup campaign.
# Embed Popups
Learn how to create embed popups for your website/eCommerce store in this step-by-step article.
## **How to Create Embed Popups With Optinly?**
Learn how to create embed popups for your website/eCommerce store in this step-by-step article.
Embed popups/inline popups helps improve user experience on a website. It is an even more professional and powerful way to collect leads when compared with popups, thanks to its distraction-free feature.
Let’s look at how you can create an inline popup with Optinly.
**Step 1:** Once you have installed and activated Optinly, you’ll be taken to the welcome screen. Click **“Add New Campaign”** on your screen or the **“Click Campaign”** option found on the top right corner of your screen.
\
Optinly Welcome Dashboard
**Step 2:** When clicked, give a name for your popup campaign and choose an appropriate marketing goal.
Choose Popup Campaign Goal
When done, click **“Create”** at the bottom of the window to proceed.
**Step 3:** You’ll be headed to Optinly’s popup gallery where you get to choose from a wide range of responsive, predesigned templates.
Click the **“Embed Popup”** tab and simply hover over a popup template. Click “**Use Template**” to start using it.
**Step 4:** Once when clicked, you’ll be taken to the popup display rules/triggering options window. This is where you’ll be tweaking your popup display options. You can also have a sample preview of your chosen popup template.
Choose when you should display your popup to your visitor once he lands on your page. Enter the number of seconds manually in the provided field box.
You can also choose when to display your popup again to your visitor by entering the number of days in the field box below it.
When you’re done setting display rules, it’s time for some customization.
**Step 5:** Click the **“Customize”** option found on the top left corner of your website. Optinly’s inbuilt popup editor allows you to tweak your popups to a great extent.
Once you’re done customizing, click the **“Save”** button to update your changes and head back to the display rules section by clicking the **“go back to settings”** button.
**Step 6:** Now, if you’re using a custom website, say Javascript, copy the HTML code, head to your index.html file, scroll down to the appropriate page and place it within the body section.
If you’re using a WordPress website, log in to your WordPress dashboard. Choose the page you want to display the embed popup. Add a **“shortcode”** block and paste the code.
Head back to the Optinly app. Click **“Save & Set Live”** to make your popup campaign live.
You'll get a success message as shown below.
It’s done. You have successfully created your first embed popup campaign.
# Popup Launcher
Learn how to create a popup launcher/eye-catcher campaign with Optinly in this step-by-step article.
## **How to Create a Popup Launcher Campaign With Optinly?**
Popup launchers, commonly known as eyecatchers are known to capture the attention of your web visitors in a subtle and non-intrusive way. Let’s look at how you can create a Popup Launcher/Eyecatcher campaign with Optinly.
**Step 1:** Install and activate Optinly. Once done, you’ll be taken to the welcome dashboard.
Click **“Add New Campaign”** or “**Create Campaign**” on the top right corner to proceed.
Optinly Welcome Dashboard
**Step 2:** Give a name for your campaign and choose a goal for your popup campaign as well.
Choose Popup Campaign Goal
Once done, click “**Create**” to proceed**.**
**Step 3:** When you click create, you’ll be taken to Optinly’s popup template gallery. Select the “**Popup Launcher**” tab**.**
Select Popup Launcher Template
Click “**Use Template**” to proceed**.**
**Step 4:** You’ll be heading to the display rules dashboard. Choose the specific page you want your launcher to be displayed on.
Choose Popup Launcher Display Rules
You can add multiple conditions to include/exclude specific URLs. Also, you can select on-screen positions for your popup launcher as well.
Once done, head to the customization section by clicking the “**Customize**” button - available on the top left side of your screen.
**Step 5:** Optinly’s inbuilt popup editor allows you to tweak the template’s appearance to a high level. You can change popup copy text, customize the CTA button, add redirection URLs and do more. You can also add transition effects to your popups.
Customize Popup Launcher Template
Change the “**Eyecatcher**” avatar from the available options and when done, head to the “**Thank You Page**” tab.
Popup Launcher Thank you page
Customize your thank you note and click “**Save Template**” to update changes. Now go back to the settings page.
Once when you’re all done, click the “**Save & Set Live**” button to make your popup campaign live. You’ll be seeing a success message as shown below.
Remember that it might take around 30 seconds for the changes to be reflected on your web page.
It’s done! You’ve successfully created your first popup launcher campaign.
# Video Popup
Learn how to create a video popup for your site in Optinly
## **How to Create a Video Popup Campaign With Optinly?**
You can easily grab the attention of your site visitors and provide valuable insights to them with help of video popups.
Let's look at how you can create a video popup in Optinly.
**Step 1:** Once you have installed and activated Optinly, you’ll be taken to the welcome screen. Click **“Add New Campaign”** on your screen or the **“Click Campaign”** option found on the top right corner of your screen.
**Step 2:** When clicked, give a name for your popup campaign and choose an appropriate marketing goal.
Choose Popup Campaign Goal
When done, click **“Create”** at the bottom of the window to proceed.
**Step 3:** You’ll be headed to Optinly’s popup gallery where you get to choose from a wide range of responsive, predesigned templates.
Click the **“Video Popup”** tab and simply hover over a popup template. Click “**Use Template**” to start using it.
**Step 4:** Once when clicked, you’ll be taken to the popup display rules/triggering options window. This is where you’ll be tweaking your popup display options. You can also have a sample preview of your chosen popup template.
After, setting up the popup display rules, you can go ahead and "**customize"** button go to the video popup configuration.
**Step 5:** Optinly allows you to embed videos from **YouTube** and **Vimeo** inside the popup templates.
In case, if you have selected the 'Video Inetgartion Popup' you can **choose** **a preferred video source** and **enter the video ID**.
In case, if you have selected the 'Commercial Video Popup' you can **enter the source file URL** and **click on "Apply".**
Video popup configuration
Also, you can find the video configuration controls there.
Once finished, click “**Save Template**” and then click “**Go Back to Settings**”**.**
**Step 6:** It’s almost done. You’ve already set the popup triggering options. All you have to do is check once and click the “**Save & Set Live**” button.
You’ll see a success message as shown below.
Video Popup Success Message
It’s done. You’ve successfully created your video popup campaign.
# Customization Options
Learn how to customize your popup templates with Optinly.
## How to Customize Texts, Images and Links In Your Popup?
Customization becomes a walk in the park process when you do it with Optinly’s popup editor. You can simply edit all aspects of your chosen popup template by making use of the corresponding options as shown below.
### **Customizing Text**
Choose the popup template you want to use for your popup campaign. You’ll head to the "**Popup settings**" section.
Below the preview options, click the "**Customize**" button to head to the popup customization section.
You’ll get relevant options (*as shown below*) where you can change the
* Text Color
* Font Family
* Font Size
* Font Style - Bold, Italics, Underline
* Existing text copy
You get complete control over your popup templates.
**You can also enter a custom color code to suit your brand's theme.**
You can also add hyperlinks to any part of your text copy. You can find the "**Interlink**" icon in the text formatting box adjacent to the "**Font Color**" icon.
### **Customizing Links**
It’s no different from editing your text. Scroll below the text formatting section and you'll be able to see the CTA Button section. Enable the toggle button and enter the destination URL in the below field box. You can also edit the CTA button by clicking the "**Customize**" option just above the toggle button.
Add Redirect URL to Popup
When your user takes action, he/she will be redirected to the destination URL.
You have successfully placed an URL for your CTA button. Similarly, you can customize your links as and when needed.
### **Customize/Change Images**
Optinly allows you to add custom images to your popups which helps you deliver the personalization factor to your audience. If you want to change your image, scroll down further and you'll find options to Replace/Remove image from your popup template.
Click "**Replace Image**" to upload a custom image of your own. You'll get to see the below-mentioned window appear in front of you.
You can either upload an image from your system or choose from 1000+ images from Pixabay. Once done, the existing image will automatically be replaced with the new image.
Once when you're all done with the customization, click "**Save Template**" and then go back to the popup settings section.
> Note: With Optinly, you can customize the "**Close Icon**" as well. You get options for the same when you edit the popup template text.
### **Adding custom CSS**
Optinly allows you to add custom CSS into the popup templates, so you can easily match your brand color/design in the popup template.
To add custom CSS into a popup template, choose the popup template you want to use for your popup campaign. You’ll head to the "**Popup settings**" section.
Click the "**Customize**" button to head to the popup customization section.
You can find the '**Custom CSS**' option on the right side of the customization section.
Just click on the '**Add**' button to add the CSS code.
**Enter the CSS** code and click on the '**Submit**' button to save it.
Once when you're all done with the customization, click "**Save Template**" and then Go back to the campaign settings section to activate or update the popup campaign.
# Popup Display Rules
Learn how to display popups using the different popup triggering options in this step-by-step article.
## What are the Different Types of Popup Triggers?
When it comes to web popups, triggering options matter the most. Because displaying popups at the right moment to your visitors helps increase conversions and sales numbers.
Let’s look at the different popup display rules/triggering options Optinly has.
#### **Time Delayed Triggers**
Displaying popups to web visitors after a specific number of seconds is a common practice now. By the time you display your popup, your visitors would have settled in and this becomes a perfect scenario to collect leads.
Optinly comes with a time-delay trigger option to help you do this.
When you’ve chosen your popup template from the gallery, you’ll be taken to the display rules dashboard.
Enable the “**Show On Page Load**” option using the toggle on/off button. And then manually enter the number of seconds after which you want your popup to be displayed. For example, if you want to display the popup after 5 seconds, enter 5 in the field box.
> If you simply want the popup to be displayed on page load without any delay, set the value to 0. Your popup will be displayed immediately after the page loads.
When done, click “**Save & Set Live**” to see the changes reflect on your web page.
#### **Exit Triggers**
Displaying popups when visitors try to abandon your web page/shopping cart has helped marketers and eCommerce owners to retain audience and increase sales.
Optinly comes with exit triggers to help reduce cart abandonment and stop visitors from abandoning your web page.
“**Exit Triggers**” is usually a walk in the park with Optinly. All you have to do is, enable the “**Show on Exit**” option using the toggle on/off button.
Click “**Save & Set Live**” and your campaign will be up and running.
**Show on inactivity**
When the popup is set to "show on inactivity," it will appear when there is no activity on the website. You can also set the inactivity time. To enable the "Show on inactivity" option, use the toggle on/off button.
Click “**Save & Set Live**” and your campaign will be up and running.
**Show on scroll**
When the popup is set to "show on scroll," it appears as the user scrolls down the page. To enable the "Show on scroll" option, simply use the toggle on/off button.
Click “**Save & Set Live**” and your campaign will be up and running.
#### **URL Based/Page-Specific Triggers**
Optinly allows you to display popups on a specific page or on a collection of pages. Simply said, Optinly comes with URL based triggers.
By using the condition “**Contains**”, you can add a term from the URL to display popups on the specific pages. For example, if you’re adding the term “**/blogs**”, the popup will be displayed on all pages that have the term “**/blogs**” in their URL.
Similarly using the condition “**Does Not Contain”**, you can exclude popups from being displayed on a specific set of pages.
The drop-down menu has the “**Hompage**” option by default. So, if you want to display your popup on the homepage alone, you can simply click that.
Combine it with time-delay triggers/exit triggers to create a rich popup marketing strategy and collect leads on the go.
#### **Device-Based Triggers**
Whether you want to display popups on your mobiles/desktops, Optinly allows you to do it with ease. You can seamlessly display popups on select devices or on all devices.
You can find the multiple toggle buttons with device names on them - Desktops, Mobiles and Tablets.
All you need to do is, choose your preferred device and toggle the adjacent button.
You can run popup campaigns on all three devices at the same time or choose between device combinations - Mobiles & Desktops or Desktops & Tablets and more. It’s totally up to you.
Click “**Save & Set Live**” to see the changes getting reflected. If you’re tweaking an existing campaign, you’ll have the “**Update**” button.
Combine the above-mentioned triggering options to come up with a popup campaign strategy that helps you drive more leads and conversions.
#### Click To Trigger
Deliver popups when visitors click on a targeted page element. The “**Click To Trigger**” popups can be embedded in any HTML element either with a class name or ID. The following can be used as a targeted page elements; CTA button ,Page Navigation Menu,Images ,Texts (Titles included),Logos, and icons.
It can be added to an already existing campaign or to a new campaign. Choose the campaign in which you want to implement Click to Trigger.
In the selected campaign, under the display rules section you can find “Click To Trigger”, enable it.
Once enabled, a drop down box will appear where you can select either class name or ID of the particular element in the page that you want to target. After selecting either one of the two, a text box will appear next to it for placing the element’s class name or ID.
Entering the Class Name or ID
**Enter the class name or ID in that text box** and click “**Save & Set Live**” to see the changes getting reflected. Your campaign is now up and running. You can also add multiple targeted elements by clicking on the '+' icon.
> Note: *You can identify the class name or ID of the targeted element in a browser; right click on the element and select “Inspect”. Select the element you want to inspect and you can identify the “class name or ID” of that particular element.*
#### Page Views Based Triggers
Optinly has the option to target your visitors based on the number of page views. For example, if a visitor has viewed more than 5 pages at your site, you can show an exclusive popup to that visitor to turn the visitor into a customer or client.
You can find the Page Views Based Triggers under the '**Targeting Rules**' in campaign settings page.
Page Views Based Targeting Rules
To set up a page views based targeting rule for your campaign, just **click on the '+ Add' button** below the 'Targeting Rules (optional)' section.
Then, **select 'Page views'** targeting rule from the drop down, **select a condition** and **enter a** preferred **value**.
Click “**Save & Set Live**” to see the changes getting reflected. If you’re tweaking an existing campaign, you’ll have the “**Update**” button.
If a visitor comes to your site frequently, you can potentially turn that visitor into a lead and make him/her your customer or client subsequently by displaying an exclusive popup to that visitor and capturing the lead info.
Optinly's Sessions based triggers will help you to display popup campaigns based on vistiors' web sessions count.
Sessions Based Targeting Rules
To set up a sessions based targeting rule for your campaign, just **click on the '+ Add' button** below the 'Targeting Rules (optional)' section.
Then, **select 'Sessions'** targeting rule from the drop down, **select a condition** and **enter a** preferred **value**.
Click “**Save & Set Live**” to see the changes getting reflected. If you’re tweaking an existing campaign, you’ll have the “**Update**” button.
#### Cookie Based Triggers
Optinly gives you the option to target your site visitors based on cookies.
To set up a cookie based targeting rule for your campaign, just **click on the '+ Add' button** below the 'Targeting Rules (optional)' section.
Cookie based targeting rule
Then, **select the 'Cookie'** **targeting rule** from the drop down, **select a cookie name condition** and **enter a preferred value**. And, select a cookie value and enter the preferred value.
Click “**Save & Set Live**” to see the changes getting reflected. If you’re tweaking an existing campaign, you’ll have the “**Update**” button.
#### **Timezone Based Triggers**
Optinly comes with a timezone based targeting rule, it will allow you display popup campaigns based on visitors’ timezone.
To set up a timezone based targeting rule for your campaign, just **click on the** '**+ Add**' **button** below the 'Targeting Rules (optional)' section.
Timezone based targeting rule
Then, select the '**Timezone**' targeting rule from the drop down, **select a preferred timezone**.
Click “**Save & Set Live**” to see the changes getting reflected. If you’re tweaking an existing campaign, you’ll have the “**Update**” button.
# Popup Targeting Rules
## Targeting rules
You can control the pop-up form that your visitors see when they visit your site using targeting rules, which are based on the website URL, query parameters, and the visitor's information and behaviour. Combine the various targeting options to personalize the or pop-up form for each visitor.
#### If you choose any - any of the conditions that is matched will display
#### If you choose all - All the conditions that you have chosen will display
### URL Browsing Targeting
A popup can be used to target users who are visiting a specific web page of yours. If you don't want a popup to appear on the entire website, simply enter the URLs of the pages you want to include or exclude.
Follow the steps below to set up URL Browsing targeting for your Optinly Campaigns.
Step 1: **Select "URL"** and then specify the conditions under which you want your popup to appear.
#### Conditions
**Homepage:** The pop-up will be displayed on the specific homepage url Contains: the pop-up form will display on any page where the URL contains the value specified in the targeting rule, including any query parameters. For example, if the targeting rule is Website URL | contains |
**Does not contain:** The pop-up form will not display on any of the pages where the URL contains the value specified.
**Exactly on:** The pop-up will display exactly on the URL value that is specified in the targeting rule
**Query Contains**: target your pop-up form based on the query parameters included in the URL, the pop-up form will display on pages where the URL has a query parameter that exactly matches the name and the value specified.
**Query Does Not Contain** : The pop will not display on the query parameter that is included in the URL.
**Don't Show on Homepage** : Except for the homepage, the pop-up will appear on all pages.
### Page Views Based Targeting
if the visitor has previously visited a particular page URL You can also specify the rime in order to target visitors.
### Country based Targeting
Country based targeting the popup will be displayed based on the specific country you can select from the list of countries
### Timezone based Targeting
Time based targeting is the popup that will be displayed based on the specific timezone
### Referral URL Targeting
if the visitor arrived at your site via a link from a specific page URL.
# A/B Testing
A/B testing (also known as split testing) is one of the most commonly-known conversion optimization techniques.
It is the process of comparing two or more popup templates - by looking at which one drives more conversions.
**Step 1:** To create A/B testing for a campaign you’ve already created (Let’s say Campaign A), you have to click on the ‘A/B test’ button on Optinly dashboard -> Campaigns
Click on the A/B test button
**Step 2:** Set a title to the second campaign.
Then, you have to select a template by clicking on the ‘Change template’ button and configure the campaign settings.
**Step 3:** Once when you’re done with creating the campaign, you can head to Optinly dashboard -> Campaigns page to activate the two campaigns.
You can use the toggle switch to activate the campaigns.
That’s all, now you’ve successfully activated your A/B test campaign.
You can compare the performance of the campaigns at your Optinly -> Dashboard
Camparing the performance of campaigns
Note: For an effective A/B testing, please make sure to use the same popup type in each campaign and keep the campaign settings the same (Display rules, Targeting rules)
# Integrations
Learn how you can connect Optinly with some of the most popular Email marketing platforms.
# Smaily
## How to Integrate Optinly with Your Smaily account?
In this article, you will learn how to integrate Optinly with Smaily. Read and follow the below-mentioned steps to connect Optinly with Smaily.
Here are a few things you should know before you start.
* If you are using any other Email Service Provider other than Smaily, you can find the integration guide here .
* It is best when you integrate with your ESP when you are in the middle of creating a new campaign.
* When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with Smaily.
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on Smaily to initiate the integration process.
When you click Smaily, you’ll be asked for your subdomain, Username and password key.
Head to your Smaily account and go to the integrations tab and click on Create New User to find the keys.
Copy the same and head back to the Integrations page on Optinly.
Paste subdomain, Username and password key and then click Validate.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
It’s done. You have successfully integrated Optinly with your Smaily account.
# ZagoMail
## How to Integrate Optinly with Your ZagoMail account?
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on ZagoMail to initiate the integration process.
When you click ZagoMail, you’ll be asked for your public API Key
Head to your ZagoMail account and go to the settings tab and click on API key \
\
Paste your API Key and click Validate.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
It’s done. You have successfully integrated Optinly with your ZagoMail account.
# Mailpoet
## How to Integrate Optinly with Your Mailpoet account?
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on Smaily to initiate the integration process.
When you click Mailpoet, you’ll be asked for your Domain URL, API Key.
You must have mailpoet and optinly installed on your wordpress plugin.
On your WordPress dashboard, go to optinly and click settings and copy your unique api key.
Go to optinly and enter your api key and the URL of your Wordpress site.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
It’s done. You have successfully integrated Optinly with your Mailpoet account.
# Mailjet
## How to Integrate Optinly with Your Mailjet account?
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on Mailjet to initiate the integration process.
When you click Mailjet, you’ll be asked for your API Key and API secret key.
Head to your Mailjet account. Find the the API Key and API Secret key from the settings menu\
\
Copy the same and head back to the Integrations page on Optinly.
Paste API Key and secret key then click submit.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
Once done, you’ll have your Mailjet account successfully integrated with Optinly in a few minutes after which you can view email lists from your Mailjet account.
It’s done. You have successfully integrated Optinly with your Mailjet account.
# GoZen Growth
How to Integrate Optinly with Your GoZen Growth account?\
\
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on GoZen Growth to initiate the integration process.
When you click GoZen Growth, you’ll be asked for your API Key.
Head to your GoZen Growth account and go to the settings tab and click on API key to generate an API Key. \
\
Paste your API Key and click Validate \
You have successfully integrated Optinly with your GoZen Growth account.\
\
To Automate workflows on GoZen Growth. Head over to your GoZen Growth Account and navigate to automation tab and click on email outreach.
When you click on the newly added audience, you can begin sending emails. This list will include all of your newly added subscribers.
\
# Salesforce
## How to Integrate Optinly with Your Salesforce account?
In this article, you will learn how to integrate Optinly with Salesforce. Read and follow the below-mentioned steps to connect Optinly with Salesforce.
Here are a few things you should know before you start.
* If you are using any other Email Service Provider other than Salesforce, you can find the integration guide here .
* It is best when you integrate with your ESP when you are in the middle of creating a new campaign.
* When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with Salesforce.
You will be taken to the salesforce login page when you click the sales force integration symbol.
When you click salesforce, You will be taken to the salesforce login page, where you must login with your salesforce account to be linked to salesforce automatically.
# Mautic
## How to Integrate Optinly with Your Mautic account?
In this article, you will learn how to integrate Optinly with Mautic. Read and follow the below-mentioned steps to connect Optinly with Mautic.
Here are a few things you should know before you start.
* If you are using any other Email Service Provider other than Mautic, you can find the integration guide here .
* It is best when you integrate with your ESP when you are in the middle of creating a new campaign.
* When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with Mautic.
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on Mautic to initiate the integration process.
When you click Mautic, you’ll be asked for Mautic Url, username and password
Head to your Mautic account and find the API keys.
To create API credentials, go to your Mautic administration and follow these steps:
Go to Mautic Configuration / API settings and set ‘API enabled’ to ‘Yes’. Save changes.
At the right side menu, the menu item ‘API credentials ‘ should appear. click on it.
Fill in the ‘Name’ (name of your app or something you recognize)
Redirect URI – Specify the URI that should be allowed API access ( For example, you need Mautic credentials to use it on testsite.com, then the Redirect URI will be testsite.com ). You can add a single or multiple websites separated with a comma.
Make sure you select “OAuth2” as ‘Authorization Protocol’. Save new credentials
**Mautic will generate ‘Public Key’ and ‘Secret Key’.**
Copy the same and head back to the Integrations page on Optinly.
Paste all the details and then click submit.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
# Mailercloud
## How to Integrate Optinly with Your Mailercloud account?
In this article, you will learn how to integrate Optinly with Mailercloud. Read and follow the below-mentioned steps to connect Optinly with Mailercloud.
Here are a few things you should know before you start.
* If you are using any other Email Service Provider other than Mailercloud, you can find the integation guide here .
* It is best when you integrate with your ESP when you are in the middle of creating a new campaign.
* When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with Mailercloud.
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on Mailerlite to initiate the integration process.
When you click Mailercloud, you’ll be asked for your API key.
Head to your Mailercloud account and find the API keys. Copy the same and head back to the Integrations page on Optinly.
Paste API Key and then click submit.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
Once done, you’ll have your Mailercloud account successfully integrated with Optinly in a few minutes after which you can view email lists from your Mailchimp account.
It’s done. You have successfully integrated Optinly with your Mailercloud account.
# Krim.EMAIL
Learn how to integrate Optinly with your Kirim.email account
**How to Integrate Optinly With Your Kirim.email Account**
In this article, you will learn how to integrate optinly with kirim.email.
Read and follow the below-mentioned steps to connect Optinly with Krim.email
Here are a few things you should know before you start.
When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with Krim.email.
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’S you can connect with. Click on Kirim.email to initiate the integration process.
When you click Kirim.email, you’ll be asked for your API Key
Head to your Kirim.email account and find the API Keys. Copy the same and head back to the connections page on Optinly.
Paste API Key and then click submit.
You’ll be asked to choose an audience list from the available lists you’ve already created. Choose the preferred list and click **“Save”**
You’ll have your Kirim. email account integrated with Optinly in a few minutes after which you can view email lists from your Kirim. email account.
It’s done. You have successfully integrated Optinly with your Kirim. email account.
# Mailchimp
Learn how to integrate Optinly with your Mailchimp account.
## How to Integrate Optinly with Your Mailchimp account?
In this article, you will learn how to integrate Optinly with Mailchimp. Read and follow the below-mentioned steps to connect Optinly with Mailchimp.
Here are a few things you should know before you start.
* If you are using any other Email Service Provider other than MailChimp, you can find the integation guide here .
* It is best when you integrate with your ESP when you are in the middle of creating a new campaign.
* When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with Mailchimp.
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on Mailchimp to initiate the integration process.
When you click Mailchimp, you’ll be asked for your API key.
Head to your Mailchimp account and find the API keys. Copy the same and head back to the Integrations page on Optinly.
Paste API Key and then click submit.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
Once done, you’ll have your Mailchimp account successfully integrated with Optinly in a few minutes after which you can view email lists from your Mailchimp account.
It’s done. You have successfully integrated Optinly with your Mailchimp account.
# ConvertKit
Learn how to integrate Optinly with your ConvertKit account.
## How to integrate Optinly with your ConvertKit account?
In this article, you will learn how to integrate Optinly with ConvertKit. Read and follow the below-mentioned steps to connect Optinly with ConvertKit.
Here are a few things you should know before you start.
When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with ConvertKit.
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on ConvertKit to initiate the integration process.
When you click ConvertKit, you’ll be asked for your API key.
Head to your ConvertKit account and find the API keys. Copy the same and head back to the Integrations page on Optinly.
Paste API Key and then click submit.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click **"Save"**.
You’ll have your ConvertKit account integrated with Optinly in a few minutes after which you can view email lists from your ConvertKit account.
It’s done. You have successfully integrated Optinly with your ConvertKit account.
# GetResponse
Learn how to integrate Optinly with your GetResponse account.
## How to Integrate Optinly With Your GetResponse Account?
In this article, you will learn how to integrate Optinly with GetResponse. Read and follow the below-mentioned steps to connect Optinly with GetResponse.
Here are a few things you should know before you start.
When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with GetResponse.
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on GetResponse to initiate the integration process.
When you click GetResponse, you’ll be asked for your API key.
Head to your GetResponse account and find the API keys. Copy the same and head back to the Integrations page on Optinly.
Paste API Key and then click submit.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
You’ll have your GetResponse account integrated with Optinly in a few minutes after which you can view email lists from your GetResponse account.
It’s done. You have successfully integrated Optinly with your GetResponse account.
# SendGrid
Learn how to integrate Optinly with your SendGrid account.
## How to Integrate Optinly With Your SendGrid Account?
In this article, you will learn how to integrate Optinly with SendGrid. Read and follow the below-mentioned steps to connect Optinly with SendGrid.
Here are a few things you should know before you start.
When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with SendGrid.
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on SendGrid to initiate the integration process.
When you click SendGrid, you’ll be asked for your API key.
Head to your SendGrid account and find the API keys. Copy the same and head back to the Integrations page on Optinly.
Paste API Key and then click submit.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click **"Save"**.
You’ll have your SendGrid account integrated with Optinly in a few minutes after which you can view email lists from your SendGrid account.
It’s done. You have successfully integrated Optinly with your SendGrid account.
# MailerLite
Learn how to integrate Optinly with your MailerLite account.
## How to Integrate Optinly With Your MailerLite Account?
In this article, you will learn how to integrate Optinly with MailerLite. Read and follow the below-mentioned steps to connect Optinly with MailerLite.
Here are a few things you should know before you start.
When you are creating a campaign, you’ll come across the “**Integrations**” section which allows you to integrate with MailerLite.
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on MailerLite to initiate the integration process.
When you click MailerLite, you’ll be asked for your API key.
Head to your MailerLite account and find the API keys. Copy the same and head back to the Integrations page on Optinly.
Paste API Key and then click submit.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
You’ll have your MailerLite account integrated with Optinly in a few minutes after which you can view email lists from your MailerLite account.
It’s done. You have successfully integrated Optinly with your MailerLite account.
# Campaign Monitor
Learn how to integrate Optinly with your Campaign Monitor account.
## How to Integrate Optinly With Your Campaign Monitor Account?
In this article, you will learn how to integrate Optinly with Campaign Monitor. Read and follow the below-mentioned steps to connect Optinly with Campaign Monitor.
Here are a few things you should know before you start.
When you are creating a campaign, you’ll come across the “**Integrations**” section which allows you to integrate with Campaign Monitor.
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on Campaign Monitor to initiate the integration process.
When you click Campaign Monitor, you’ll be asked for your API key.
Head to your CampaignMonitor account and find the API keys. Copy the same and head back to the connections page on Optinly.
Paste API Key and then click submit.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
You’ll have your Campaign Monitor account integrated with Optinly in a few minutes after which you can view email lists from your Campaign Monitor account.
It’s done. You have successfully integrated Optinly with your Campaign Monitor account.
# Intercom
Learn how to integrate Optinly with your Intercom account.
## How to Integrate Optinly With Your Intercom Account?
In this article, you will learn how to integrate Optinly with Intercom. Read and follow the below-mentioned steps to connect Optinly with Intercom.
Here are a few things you should know before you start.
When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with Intercom.
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on Intercom to initiate the integration process.
When you click Intercom, you’ll be asked for your API key.
Head to your Intercom account and find the API keys. Copy the same and head back to the Integrations page on Optinly.
Paste API Key and then click submit.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
You’ll have your Intercom account integrated with Optinly in a few minutes after which you can view email lists from your Intercom account.
It’s done. You have successfully integrated Optinly with your Intercom account.
# ActiveCampaign
Learn how to integrate Optinly with your ActiveCampaign account.
## How to Integrate Optinly With Your ActiveCampaign Account?
In this article, you’ll know how you can integrate Optinly with ActiveCampaign. Read the below mentioned steps to know how you can do it.
* If you are looking forward to integrate any other Email marketing service provider other than ActiveCampaign, you can [find the instructions here](https://help.optinly.com/integrations).
* It is advised that you integrate your ESP when you are in the middle of creating a new campaign. If you do not know how to create a campaign, [click here](https://help.optinly.com/popups-campaigns/create-popups#how-to-create-your-first-popup-with-optinly) to know.
Start creating a new campaign and you’ll come across the **“Integrations”** sections. Click on the connection tab to integrate with ActiveCampaign.
When you click the **“Integrations”** tab, you’ll be displayed the available Email marketing service providers you can integrate Optinly with. Click on ActiveCampaign from the list to start the integration process.
On clicking ActiveCampaign, you’ll get a popup on the screen asking you to enter your API key.
Head to your ActiveCampaign account and find the API keys. Copy the same and then go back to the **“Enter Your API KEY”** section in Optinly. Also, enter your URL.
Paste the API key and then click the submit button.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
Your ActiveCampaign account will be integrated with Optinly before you know. Now you can view email lists from your ActiveCampaign account.
That’s it. You’ve successfully integrated your ActiveCampaign account with Optinly.
# Hubspot
Learn how to integrate Optinly with your Hubspot account.
## How to Integrate Optinly With Your Hubspot Account?
In this article, you will learn how to integrate Optinly with HubSpot. Read and follow the below-mentioned steps to connect Optinly with HubSpot.
Here are a few things you should know before you start.
When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with HubSpot.
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on HubSpot to initiate the integration process.
When you click HubSpot, you’ll be asked for your API key.
Head to your Hubspot account and find the API keys. Copy the same and head back to the connections page on Optinly.
Paste API Key and then click submit.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
You’ll have your HubSpot account integrated with Optinly in a few minutes after which you can view email lists from your HubSpot account.
It’s done. You have successfully integrated Optinly with your HubSpot account.
# Klaviyo
Learn how to integrate Optinly with your Klaviyo account.
## How to Integrate Optinly With Your Klaviyo Account?
In this article, you will learn how to integrate Optinly with Klaviyo. Read and follow the below-mentioned steps to connect Optinly with Klaviyo.
Here are a few things you should know before you start.
When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with Klaviyo.
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on Klaviyo to initiate the integration process.
When you click Klaviyo, you’ll be asked for your API key.
Head to your Klaviyo account and find the API keys. Copy the same and head back to the connections page on Optinly.
Paste API Key and then click submit.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
You’ll have your Klaviyo account integrated with Optinly in a few minutes after which you can view email lists from your Klaviyo account.
It’s done. You have successfully integrated Optinly with your Klaviyo account.
# Customer.io
Learn how to integrate Optinly with your Customer.io account.
## How to Integrate Optinly With Your Customer.io Account?
In this article, you will learn how to integrate Optinly with Customer.io. Read and follow the below-mentioned steps to connect Optinly with Customer.io.
Here are a few things you should know before you start.
When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with Customer.io.
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on Customer.io to initiate the integration process.
When you click Customer.io, you’ll be asked for your API key.
Head to your Klaviyo account and find the API keys. Copy the same and head back to the Integrations page on Optinly.
Paste API Key and then click submit.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
You’ll have your Customer.io account integrated with Optinly in a few minutes. After which you can view email lists from your Customer.io account.
It’s done. You have successfully integrated Optinly with your Customer.io account.
# SendinBlue
Learn how to integrate Optinly with your SendinBlue account.
## How to Integrate Optinly With Your SendInBlue Account?
In this article, you will learn how to integrate Optinly with SendinBlue. Read and follow the below mentioned steps to connect Optinly with SendinBlue.
Here are a few things you should know before you start.
When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with SendinBlue
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on SendinBlue to initiate the integration process.
When you click SendinBlue, you’ll be asked for your API key and then be redirected to your SendinBlue account login page. If you have already logged in, you’ll be automatically redirected to the page where you can find your API key.
Head to your Sendinblue account and find the API keys. Copy the same and head back to the connections page on Optinly.
Paste API Key and then click submit.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
You’ll have your SendinBlue account integrated with Optinly in a few minutes. After which you can view email lists from your SendinBlue account.
It’s done. You have successfully integrated Optinly with your SendinBlue account.
# Sendfox
Learn how to integrate Optinly with your Sendfox account.
## **How to integrate Optiinly with your Sendfox account?**
In this article, you will learn how to integrate Sendfox with Optinly. Read and follow the below-mentioned steps to connect Optinly with Sendfox.
Here are a few things you need to know before you start.
* It is best when you integrate with your ESP when you are in the middle of creating a new campaign.
* When you are creating a campaign, you’ll come across the “**Integrations**” section which allows you to integrate with Sendfox.
You can find Sendfox ESP icon when you click the “**Integrations**” tab that appears on the right side of your dashboard. On clicking Sendfox, you’ll get the integration launch window as shown below.
Now, head to your Sendfox dashboard and click the Setting menu from the top right corner of your screen
On clicking settings, you’ll be taken to a window where your account details will appear. Click “**API**” on the left side of the screen to proceed.
When you click “**API**”, you’ll able to see the window where you can create a new token.
When you click “**Create New Token**”, you’ll be able to name your token post which you get your token.
Copy the token, head to the Optinly dashboard and paste the same. Click “**Save**” to make the integration go live.
You have now successfully integrated Sendfox with Optinly.
# Integrately
Learn how to integrate Optinly with your Integrately account.
## **How to integrate Optinly with your Integrately account?**
In this document, you will learn how to integrate Optinly with your Integrately account. Read and follow the below-mentioned steps to do so.
Here are a few things you should know before you start.
* It is best when you integrate with Integrately before you save & set your Optinly campaign live.
* You can find the integrations tab on the left side of your application dashboard.
When you click the Integrately API icon from your dashboard, you get the integration launch window as shown in the screenshot below.
Head to your Integrately dashboard.
You’ll automatically be taken to the new integration window if you are using Integrately for the first time. If not, click “**My Automation**” on the lower-left corner of your screen. You’ll be able to see the “**Create New Automation**” option on the top right corner of your screen.
Search for Webhooks in the field space provided. And click on the same to proceed.
You’ll be asked to add additional applications/ESPs you want to integrate along with the webhook. When you’re done choosing the integrations, head to the second step.
Integrately will show you what possible options you can carry out with the selected application. You can choose from the multiple options.
Click the “**Power**” logo to create your automation. Integrately displays the below shown popup to let you know that your automation is ready.
Click “**Check It Now**” to view your automation.
Click “**Modify Conditions & Actions**” to head to the automation builder.
Once you head to the Automation Builder, you’ll be able to modify the conditions and actions of your created automation.
Click “**Add Connection**” to view your webhook URL.
Copy the webhook URL and head back to Optinly.
Paste it in the field box provided and proceed.
You’ll see that Integrately has been successfully integrated with Optinly now.
# Pabbly
Learn how to integrate Pabbly with your Optinly account.
In this document, you will learn how to integrate Pabbly with Optinly. Read and follow the below-mentioned steps to proceed.
Here are a few things you should know before you start.
*
* It is best when you integrate with Pabbly before you save & set your Optinly campaign live.
* You can find the integrations tab on the left side of your application dashboard.
When you click the Pabbly API icon from your dashboard, you get the integration launch window as shown in the screenshot below.
Now, head to your Pabbly dashboard which has multiple options like Subscription Billing, Email Marketing, Connect and more.
To proceed, choose “**Connect**” by clicking “**Access Now**”.
When you proceed, you’ll be taken to the next window where you have to create a workflow. Click the button with the same label on the top right corner of your dashboard.
Name your workflow appropriately.
When you have given your new workflow a name, click “**Create**”. You’ll be taken to a new window where you have to choose the trigger option from the dropdown menu.
Choose “**Webhook**” to proceed further with the process.
Once done, you’ll get the Webhook URL in front of you.
Now, copy the Webhook URL, head to your Optinly dashboard and paste the same.
And then click the “**Save**” button.
You’ve now successfully integrated Pabbly with Optinly.
# Zapier
Learn how to integrate Zapier with your Optinly account.
## **How to integrate Optinly with your Zapier account?**
In this document, you will learn how to integrate Optinly with Zapier. Read and follow the below-mentioned steps to connect Optinly with Zapier.
Here are a few things you should know before you start.
* It is best when you integrate with Zapier before you save & set your Optinly campaign live.
* You can find the integrations tab on the left side of your application dashboard.
When you click the Zapier API icon from your dashboard, you get the launch window as shown in the screenshot below.
Now, head to your Zapier dashboard (*log in if you haven’t already*) and click on the “**Zaps**” tab.
On the right side of your dashboard, you can see the “**Make a New Zap**” option as shown below.
Proceed by clicking on the same.
You’ll be taken to the next window where you can see a couple of options from Zapier. Choose “**Webhooks by Zapier**” and wait for the next window to appear. You can also name your Zap if you want to.
Once you’ve chosen the “**Webhooks by Zapier**” option, you’ll be taken to the next step where you have to choose the trigger event.
Click “**Catch Hook**” and then “**Continue**” to proceed.
When you click continue, you get a custom Webhook URL. Copy the same and head back to your Optinly dashboard.
Paste the copied Webhook URL and click the “**Save**” button.
You’ll be able to see the success message, post which, you’ll be able to see that you have integrated with Zapier.
It’s done. You’ve now successfully integrated with Zapier.
In case you want to check if the integration is successful, you can create a popup campaign, run it on a website and check if Zapier reflects the input from the front end.
# Drip
Learn how to integrate Optinly with your Drip account.
## **How to Integrate Optinly With Your Drip Account?**
In this article, you’ll be learning how to integrate Optinly with your Drip account. Follow the below-mentioned steps to connect Drip with Optinly.
Here are a few things we thought might be of help to you before you get started.
When you’re in the middle of creating a popup campaign, probably when you are done setting display rules, head to the Integrations tab found on the left-hand side menu bar.
When clicked, you’ll be displayed the available ESPs and webhooks you can connect with.
Click on “**Drip**” to initiate the integration process.
When you click Drip, you’ll be asked to enter your API key.
Login to your Drip account. Find your API key, Account Id and head back to the integrations tab.
You can generate a new API key in Drip by heading to the "**Settings > User Settings tab**".
Generate New Drip API Key
Click “**Validate**” to ensure that the connection goes through.
Once validated, you would have successfully integrated with Drip now.
It’s done. You have successfully integrated Optinly with your Drip account.
# Moosend
Learn how to integrate Optinly with your Moosend account.
## **How to Integrate Optinly With Your Moosend Account?**
In this article, you’ll be learning how to integrate Optinly with your Moosend account. Follow the below-mentioned steps to connect Moosend with Optinly seamlessly.
Here are a few things we thought might be of help to you before you start.
When you’re in the middle of creating a popup campaign, probably when you are done setting display rules, head to the Integrations tab found on the left-hand side menu bar.
When clicked, you’ll be displayed the available ESPs and webhooks you can connect with.
Click on “**Moosend**” to initiate the integration process.
When you click Moosend, you’ll be asked to enter your API key.
Login to your Moosend account. Find your API key and head back to the integrations tab.
You can find the API key tab under the accounts section - **Account > API Key**.
Copy/Generate New API Key
Click “**Validate**” to ensure that the connection goes through.
Once validated, you would have successfully integrated with Moosend now.
It’s done. You have successfully integrated Optinly with your Moosend account.
# Automizy
Learn how to integrate Optinly with your Automizy account.
## **How to Integrate Optinly With Your Automizy Account?**
In this article, you’ll be learning how to integrate Optinly with your Automizy account. Follow the below-mentioned steps to connect Automizy with Optinly seamlessly.
Here are a few things we thought might be of help to you before you start.
When you’re in the middle of creating a popup campaign, probably when you are done setting display rules, head to the Integrations tab found on the left-hand side menu bar.
When clicked, you’ll be displayed the available ESPs and webhooks you can connect with.
Click on “**Automizy**” to initiate the integration process.
When you click **Automizy**, you’ll be asked to enter your API key.
Login to your Automizy account. Find your API key and head back to the integrations tab.
You can find the API key tab under the accounts section - **My User > Manage API Keys > Tokens > New Token**.
Click **“Validate”** to ensure that the connection goes through.
Once validated, you would have successfully integrated with **Automizy** now.
It’s done. You have successfully integrated Optinly with your **Automizy** account.
# Integromat
Learn how to integrate Optinly with your Integromat account.
## **How to Integrate Optinly With Your Integromat Account?**
In this article, you’ll be learning how to integrate Optinly with your Integromat account. Follow the below-mentioned steps to connect Integromat with Optinly seamlessly.
Here are a few things we thought might be of help to you before you start.
When you’re in the middle of creating a popup campaign, probably when you are done setting display rules, head to the Integrations tab found on the left-hand side menu bar.
When clicked, you’ll be displayed the available ESPs and webhooks you can connect with.
Click on “**Integromat**” to initiate the integration process.
When you click Integromat, you’ll be asked to enter your API key.
Login to your Integromat account. Find your API key and head back to the integrations tab.
Click “**Validate**” to ensure that the connection goes through.
Once validated, you would have successfully integrated with Integromat now.
It’s done. You have successfully integrated Optinly with your Integromat account.
# Encharge
Learn how to integrate Optinly in Encharge account.
## **How to Integrate Optinly With Your Encharge Account?**
In this article, you’ll be learning how to integrate Optinly with your Encharge account. Follow the below-mentioned steps to connect Encharge with Optinly seamlessly. Here are a few things we thought might be of help to you before you start.
When you’re in the middle of creating a popup campaign, probably when you are done setting display rules, head to the Integrations tab found on the left-hand side menu bar.
When clicked, you’ll be displayed the available ESPs and webhooks you can connect with.
Click on “**encharge**” to initiate the integration process.
When you **click encharge**, you’ll be asked to **enter your API key**.
Login to your encharge account. Find your API key and head back to the integrations tab.
Click **“Validate”** to ensure that the connection goes through.
Once validated, you would have successfully integrated with encharge now.
It’s done. You have successfully integrated Optinly with your Encharge account.
# Sendy
Learn how to integrate Optinly in Sendy account.
## **How to Integrate Optinly With Your Sendy Account?**
In this article, you’ll be learning how to integrate Optinly with your Sendy account. Follow the below-mentioned steps to connect Sendy with Optinly seamlessly.
Here are a few things we thought might be of help to you before you start.
When you’re in the middle of creating a popup campaign, probably when you are done setting display rules, head to the Integrations tab found on the left-hand side menu bar.
When clicked, you’ll be displayed the available ESPs and webhooks you can connect with.
Click on **“Sendy”** to initiate the integration process.
When you **click Sendy,** you’ll be asked to **enter your Sendy URL, API key and List ID.**
Enter your Sendy URL, API Key and List ID
Enter your Sendy URL, then Login to your Sendy account. Find your API key and List Id.
Head back to the Sendy integration tab now, paste API Key and list ID along with Sendy URL.
Also, you have the option to enable **Double Opt-in** there.
Click “**Validate**” to ensure that the connection goes through.
Once validated, you would have successfully integrated with Sendy now.
It’s done. You have successfully integrated Optinly with your Sendy account.
# UseINBOX
Learn how to integrate Optinly with your UseINBOX account.
## **How to Integrate Optinly With Your UseINBOX Account?**
In this article, you will learn how to integrate Optinly with UseINBOX. Read and follow the below mentioned steps to connect Optinly with UseINBOX.
Here are a few things you should know before you start.
When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with UseINBOX
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’s you can connect with. Click on UseINBOX to initiate the integration process.
When you **click UseINBOX**, you’ll be asked to **enter your API key**.
Login to your UseINBOX account. Find your API key and head back to the integrations tab.
Click **“Validate”** to ensure that the connection goes through.
You'll be asked to choose an audience list from the available lists you've already created. Choose the preferred list and click "**Save**".
Once saved, you would have successfully integrated with UseINBOX now.
# HighLevel
Learn how to integrate Optinly in Encharge account.
## **How to Integrate Optinly With Your HighLevel Account?**
In this article, you’ll be learning how to integrate Optinly with your HighLevel account. Follow the below-mentioned steps to connect HighLevel with Optinly seamlessly.
Here are a few things we thought might be of help to you before you start.
When you’re in the middle of creating a popup campaign, probably when you are done setting display rules, head to the Integrations tab found on the left-hand side menu bar.
When clicked, you’ll be displayed the available ESPs and webhooks you can connect with.
Click on “**HighLevel**” to initiate the integration process.
When you **click HighLevel**, you’ll be asked to **enter your API key**.
Login to your HighLevel account. Find your API key and head back to the integrations tab.
Click **“Validate”** to ensure that the connection goes through.
Integration success message
It’s done. You have successfully integrated Optinly with your HighLevel account.
# Vbout
Learn how to integrate Vbout in Optinly.
## How to Integrate Optinly With Your Vbout Account?
In this article, you’ll be learning how to integrate Optinly with your Vbout account. Follow the below-mentioned steps to connect Vbout with Optinly seamlessly.
Here are a few things we thought might be of help to you before you start.
If you are using any other Email service provider other than encharge, you can find the integration guide here.
It’s best when you integrate with an ESP/webhook when you are creating a new campaign. You can know how to create a new popup campaign here.
When you’re in the middle of creating a popup campaign, probably when you are done setting display rules, head to the Integrations tab found on the left-hand side menu bar.
Click on “**Vbout**” to initiate the integration process.
When you **click Vbout**, you’ll be asked to **enter** your **API User Key**.
**Paste API User Key** and then **select an audience list**. Click “**Validate**” to ensure that the connection goes through.
Once validated, you would have successfully integrated with Vbout now.
# Acumbamail
Learn how to integrate Acumbamail in Optinly.
## How to Integrate Optinly With Your Acumbamail Account?
In this article, you’ll be learning how to integrate Optinly with your Acumbamail account. Follow the below-mentioned steps to connect Acumbamail with Optinly seamlessly.
Here are a few things we thought might be of help to you before you start.
If you are using any other Email service provider other than Acumbamail, you can find the integration guide here.
It’s best when you integrate with an ESP/webhook when you are creating a new campaign. You can know how to create a new popup campaign here.
When you’re in the middle of creating a popup campaign, probably when you are done setting display rules, head to the Integrations tab found on the left-hand side menu bar.
When clicked, you’ll be displayed the available ESPs and webhooks you can connect with.
Click on “**Acumbamail**” to initiate the integration process.
When you **click Acumbamail**, you’ll be asked to **enter your Auth Token**.
You can visit [this page](https://acumbamail.com/en/apidoc/) to get your Acumbamail Auth Token.
Enter the Auth Token in Optinly -> Acumabamail integration page and click ‘**Validate**’.
Then, **select an audience list** and **save**.
It’s done. You have successfully integrated Optinly with your Acumbamail account.
# KonnectzIT
Learn how to integrate KonnectzIT in your Optinly account.
## How to integrate Optinly with your KonnectzIT account?
In this document, you will learn how to integrate Optinly with KonnectzIT. Read and follow the below-mentioned steps to connect Optinly with KonnectzIT.
Here are a few things you should know before you start.
*
* It is best when you integrate with KonnectzIT before you save & set your Optinly campaign live.
* You can find the integrations tab on the left side of your Optinly dashboard.
In the integrations page, you can find the ‘**KonnectzIT**’ integration.
When you **click** the **KonnectzIT** icon from your dashboard, you get the launch window as shown in the screenshot below.
Now, **head to your KonnectzIT dashboard** (log in if you haven’t already) and click on the “**Create Konnectz**” tab.
Select ‘**Webhook**’ from the Webhook Apps and **Copy the Webhook URL**.
Now, head to Optinly dashboard -> Integrations -> KonnectzIT, **paste the Webhook URL** and click **Save**.
You’ll be able to see the success message, post which, you’ll be able to see that you have integrated with KonnectzIT.
To verify the integration at KonnectzIT end, you can follow the below steps;
> NOTE: Before getting started, make sure you have activated a popup campaign (sign up form) at your site.
1. Click on the ‘Capture webhook response’
2\. Now, go to your site and subscribe in the popup and go to KonnectzIT to check the response. Usually, it may take up to 3 to 4 minutes.
3\. Once the webhook has received data, you can find the success message there.
That’s it. You’ve successfully integrated KonnectzIT in Optinly..
# FluentCRM
Learn how to integrate FluentCRM in Optinly.
## **How to Integrate Optinly With Your FluentCRM Account?**
In this article, you’ll be learning how to integrate Optinly with your FluentCRM account. Follow the below-mentioned steps to connect FluentCRM with Optinly. Here are a few things we thought might be of help to you before you get started.
When you’re in the middle of creating a popup campaign, probably when you are done setting display rules, head to the Integrations tab found on the left-hand side menu bar. When clicked, you’ll be displayed the available ESPs and webhooks you can connect with.
Click on “**FluentCRM**” to initiate the integration process.
When you **click FluentCRM**, you’ll be asked to **enter your API username**, **API password** and **Domain URL**.
Login to FluentCRM -> Settings > Rest API and Create the new API Key
Once you confirm, It will give you the username and application password.
Now, **head back to the Optinly** integrations tab and **paste the API usernam**e, **API password** and **Domain URL**. Once done, click on the ‘**Validate**’ button.
That’s it. You have successfully integrated Optinly with FluentCRM.
# Zoho CRM
Learn how to integrate Zoho CRM in Optinly.
## **How to Integrate Optinly With Your Zoho CRM Account?**
In this article, you’ll be learning how to integrate Optinly with your ZohoCRM account. Follow the below-mentioned steps to connect ZohoCRM with Optinly seamlessly. Here are a few things we thought might be of help to you before you start.
When you’re in the middle of creating a popup campaign, probably when you are done setting display rules, head to the Integrations tab found on the left-hand side menu bar.
Click on “**ZohoCRM**” to initiate the integration process.
When you **click Zoho CRM**, you will be asked to **enter the domain**. Then, you’ll be redirected to a page where you will be prompted to choose a service and request for access. You can select ‘Accept’.
Now, you will be taken back to your Optinly dashboard -> Integrations.
It’s done. You have successfully integrated Optinly with your ZohoCRM account.
# AWeber
Learn how to integrate Optinly with your AWeber account.
## **How to Integrate Optinly With Your AWeber Account?**
In this article, you’ll be learning how to integrate Optinly with your AWeber account. Follow the below-mentioned steps to connect AWeber with Optinly seamlessly.
Here are a few things we thought might be of help to you before you start.
When you’re in the middle of creating a popup campaign, probably when you are done setting display rules, head to the Integrations tab found on the left-hand side menu bar.
When clicked, you’ll be displayed the available ESPs and webhooks you can connect with.
Click on “**AWeber**” to initiate the integration process.
When you **click AWeber**, you’ll be redirected to a page where you can enter your credentials and **login into AWeber account**.
Login to your AWeber account
Login to your **AWeber account**. Once the access is granted, you need to **select your account** and **audience list**.
Select your account and audience list
Click **“Save”** to ensure that the connection goes through.
It’s done. You have successfully integrated Optinly with your AWeber account.
# Kirim.email
Kirim.EMAIL
Learn how to integrate Optinly with your Kirim.email account.
How to Integrate Optinly With Your Kirim.email Account
In this article, you will learn how to integrate optinly with kirim.email.
Read and follow the below-mentioned steps to connect Optinly with Krim.email
Here are a few things you should know before you start.
When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with Krim.email.
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’S you can connect with. Click on Kirim.email to initiate the integration process.
When you click Kirim.email, you’ll be asked for your API Key
Head to your Kirim.email account and find the API Keys. Copy the same and head back to the connections page on Optinly.
Paste API Key and then click submit.
You’ll be asked to choose an audience list from the available lists you’ve already created. Choose the preferred list and click **“Save”**
You’ll have your Kirim. email account integrated with Optinly in a few minutes after which you can view email lists from your Kirim. email account.
It’s done. You have successfully integrated Optinly with your Kirim. email account.
# Helpful Articles
Know more about Optinly's pricing plans, privacy policy, billing procedures and more.
Know more about Optinly's pricing plans, privacy policy, billing procedures and more.
# Insights
Know what metrics you can measure with Optinly.
Knowing how your popup campaigns are performing is important if you want to tweak them for better conversion rates. And Optinly helps you do just that. With a powerful dashboard that gives you deep insights, you can know how your popup campaigns are performing out there with ease!
### What metrics and analytics can you see with Optinly?
Optinly comes with a powerful dashboard that gives you deep insights about your popup campaigns. You’ll be able to know about the
* Total number of impressions of your popups.
* Total number of clicks and,
* Total number of conversions taking place.
You can view these metrics on your dashboard section.
# Pricing and Privacy
Learn about Optinly's Pricing, Privacy and more.
### What Plans Does Optinly Provide?Does Optinly Offer a Premium Trial Option?
Optinly comes with two plans
**1. Forever Free Plan:** You can use this plan as long as you want. There’s no restrictions imposed on the number of days you can use this plan. Best suited for businesses and marketers who want to try Optinly first/go small.
**2. Growth Plan:** More features means more conversions. Optinly’s growth plan comes with power packed features that helps you drive more conversions for your website. Best suited for businesses and marketers who want more conversions and want to run multiple popup campaigns with advanced features.
### Does Optinly Offer a Premium Trial Option?
Yes, you get a 14 day free premium trial plan with Optinly. During this premium trial plan, you can use all advanced features of Optinly - no restrictions. Once the trial plan ends, you can either pay to continue to use the premium plan or downgrade to the free plan.
### Why Optinly Offers a Free Plan?
It’s common that most of the popup plugins nowadays do not offer a free plan to their customers. But unlike others, we want our customers to know what they are about to pay for. And this is the reason why Optinly offers a free plan to its users.
### Refund Policies
Yes, we offer a 30 day full refund policy if Optinly does not work out well for you.
###
### How Data is Processed?
All data users submit to Optinly are processed & stored in a safe environment. For more information, you can visit our [Privacy Policy](https://optinly.com/privacy-policy)
### Can I Delete My Data?
Yes, you can delete your stored data once you cancel your subscription and stop using Optinly. Get in touch with us at \[email protected] for more information.
# Add Teammates
Bring your team mates together to collaborate on campaigns by inviting them to join your account. Ensure that everyone on your team is on the same page.
**To add another member to your team**
1. Navigate to **teams.**
2. **Click Invite Team Members**
3\. Enter the team member's first name and email address, as well as the level of access to the account
Your user will be notified through email. Until they accept the invitation , their status will remain pending.
4.By selecting **cancel invite,** you can easily remove users from your team.
# API Keys
How to get API Keys
Go to Settings and select API Keys.
You will be given an API key, which you can copy and paste into the required application
You can click on change to get a new API Key
# Add-ons
To buy more views or add team members than your current limit
Step 1 Go to the **billing section.**
Step 2 Choose your **add-ons**
Step 3 You can **click on click more** for more views or team members based on your requirements.
Step 4 You can add your own custom views or choose from the options and then **click on proceed.**
After clicking Proceed, you will be directed to the billing page, where you can complete the payment and access the add-ons.
# Billing
Lean about Optinly's Billing process and information storage details
### How do I upgrade my plan?
You can upgrade your plan from free version to paid version within the plugin itself. Head to the Settings section -> Billing to view/upgrade your plan.
### What payment methods does Optinly support?
As of now, Optinly supports payments via Stripe.
### What happens if my billing invoice due exceeds?
If your billing invoice exceeds/or you have failed to renew your plan, you’ll receive a notification asking you to do the same and you’ll be downgraded to the free version.
### How payment cards are stored and processed?
All your card details are stored and handled by Stripe and they are safe and secure.
# How to Upgrade Your Subscription Plan on Optinly
**Access the Billing Section**
1. Once logged in, navigate to your **Dashboard**.
2. On the left-hand menu, click on **Billing**
**Choose the Starter Plan**
1. In the Billing section, you will see the current plan details and other available plans.
2. Choose between **Monthly** and **Yearly** billing options using the toggle switch at the Plans & Pricing page.
3. Select the plan that best suits your needs by clicking the **Upgrade Plan** button under the desired plan.
**Enter payment details**
1. You will be prompted to enter your payment details. Fill in the required information, including your credit card number, expiration date, and CVV.
2. Review your billing address and make any necessary changes.
**Confirm & Upgrade**
1. Review the details of your selected plan and ensure all information is correct.
2. Click on the **Confirm & Upgrade** button to finalize the process.
#### Confirmation
1. After successful payment, you will receive a confirmation email with the details of your new subscription.
2. Your account will now be upgraded to the selected plan, and you will have access to additional features according to your plan.
#### Troubleshooting and Support
* If you encounter any issues during the upgrade process, please contact our support team at
# Redirecting Popups On Mac
In mac devices you can choose to block the popup and be notified when the site wants to display a pop-up then decide if you want to show the pop-up
On Mac Devices We don't support new tabs. because its blocking. so we redirect on same page
**Redirecting to a New Page**
You can change the settings in the editor by clicking the redirect link and specifying the URL to which you want to redirect the popups to display on a new page.
# Troubleshooting
Know how to fix issues in case you face any.
### Why popups aren't displayed on my website?
There could be a number of reasons this is happening. We would want you to
* Check your internet connection.
* Wait for 60 seconds as this is the time it takes to reflect changes in your website.
* Refresh your website once and check again.
* Check whether you have set the popup triggering options right.
### Why popups aren't displayed on my website?
If you come across one such situation, we would want you to
* Check your internet connectivity
* Check whether you have typed your login credentials right.
In case you are still not able to login, get in touch with our support team.
### I can’t access my Optinly account
You can get in touch with our support team either by chat or email. You can chat with us using the chat box available at the bottom right corner of the webpage or get in touch with us via \[email protected]
# Delete Account
Learn how to deactivate/delete your Optinly account.
### How to delete a popup campaign temporarily?
No, you cannot temporarily delete your popup campaign. But still, you can temporarily pause your popup campaign if you want to.
### How to deactivate my Optinly account?
You can deactivate/delete your Optinly account by heading to the “Account” section. Also, you can get in touch with our support team if you find any difficulties using Optinly. We can help you out with the same so that you wouldn’t have to deactivate.
### What happens when I deactivate my account?
When you deactivate your Optinly account, you no longer will be able to enjoy Optinly’s features. Also, all your stored data will be deleted.
### Can I pause my subscription?
No, you cannot pause your subscription. But, you can cancel your subscription and still use Optinly’s premium features until the plan ends.
# Frequently Asked Questions
Frequently Asked Questions
Here are some of the most frequently asked questions and answers you might find useful.
### 1. What is Optinly?
Optinly is a goal-based WordPress popup plugin that helps visitors drive more conversions on their website. Optinly comes with inbuilt growth marketing goals and appropriate popup templates that helps you create popup campaigns with extreme ease.
### 2. Is Optinly free?
Yes, Optinly is a free WordPress popup plugin that comes power packed with features. You can also opt for the paid plan if you are looking for more advanced features.
You can create unlimited popup campaigns with Optinly in both the free and the paid versions - more popup campaigns, more conversions.
### 3. Does creating an Optinly account require a credit card?
No, there’s no need for a Credit Card to create an Optinly account.
### 4. How many Email Service Providers can I connect to my account?
As of now, Optinly provides seamless integration services with 12 top Email marketing service providers. And Optinly allows you to connect with all 12 of them.
### 5. How long will my premium license last?
You can pay for Optinly’s paid plan both annually and monthly. Your premium plan’s license is valid as long as the plan is live.
### 6. What happens if I don’t renew my subscription?
If you fail to renew your Optinly plan, you will receive a notification asking you to do the same and you will automatically be downgraded to the free plan of Optinly.
### 7. Is there a refund policy available?
Yes, we offer a 30-day full money-back guarantee if you are not satisfied with Optinly.
### 8. How can I cancel my premium license?
You can cancel your premium version by simply downgrading to the free plan. For further assistance, get in touch with our support team.
### 9. Can I deactivate and delete all my data?
Yes, you can deactivate your Optinly account and delete all your data.
### 10. How do you provide support?
Our support team is available on both chat and email. You can find the chat box at the bottom right corner of the app as well as the website or you can get in touch with us via email at
### I have more questions.
More questions? Send us your queries via email to or simply ask your question in the chatbox. One of our team members will get in touch with you.
# Import
# Kirim.email
Kirim.EMAIL
Learn how to integrate Optinly with your Kirim.email account.
How to Integrate Optinly With Your Kirim.email Account
In this article, you will learn how to integrate optinly with kirim.email.
Read and follow the below-mentioned steps to connect Optinly with Krim.email
Here are a few things you should know before you start.
When you are creating a campaign, you’ll come across the **“Integrations”** section which allows you to integrate with Krim.email.
When you click the **“Integrations”** tab, you’ll be displayed the available ESP’S you can connect with. Click on Kirim.email to initiate the integration process.
When you click Kirim.email, you’ll be asked for your API Key
Head to your Kirim.email account and find the API Keys. Copy the same and head back to the connections page on Optinly.
Paste API Key and then click submit.
You’ll be asked to choose an audience list from the available lists you’ve already created. Choose the preferred list and click **“Save”**
You’ll have your Kirim. email account integrated with Optinly in a few minutes after which you can view email lists from your Kirim. email account.
It’s done. You have successfully integrated Optinly with your Kirim. email account.