In this article, you’ll learn how to add extra fields to your OptinMonster campaign form.

We provide several options for adding extra fields to your OptinMonster campaign, depending on the Email Service Provider you use. These options are outlined below.

Field Mapping

Field Mapping is a brand -new feature available for our most popular Email Service Provider integrations. You can easily add radio buttons, phone fields, text, areas, number fields, lists, and more!

For most users, this will be the simplest option for adding extra fields to your OptinMonster campaign form.

Get started using Field Mapping

Embed Form Block

Our Embed Form block allows you to add any form embed code directly to your OptinMonster campaign. This includes forms from platforms we don’t have direct integration with.

When using the Embed Form block, you will:

1. Create the form using your Email Service Provider’s form builder.
2. Add an Embed Form block to your OptinMonster campaign where you want the custom form to visually appear.
3. Paste the form’s embed code into the Form Embed block.
   *Custom HubSpot forms must be edited following this guide to function correctly.
   *Custom Marketo forms must be edited following this guide to function correctly.
4. Update the form’s embed code to track conversions, following this guide.
5. Optional: Add custom CSS to control the styling of your form. Custom embedded forms do not automatically inherit the campaign’s template styling.

Get started adding a custom form using the Form Embed block

Javascript-based forms are supported, however, a Javascript error in your form code may break your OptinMonster campaign. If that happens please be sure to reach out to support for assistance.

iFrame forms are supported, however, it is not possible to capture conversions, set cookies on submission (to control how long a campaign is hidden), or customize the appearance of the form with custom CSS. Whenever possible, we recommend using an alternative form embed option (HTML or Javascript) if one is provided.

WordPress Shortcodes

You can show a form in your OptinMonster campaign that you’ve created using a WordPress plugin.

Get started adding a WordPress shortcode to your OptinMonster campaign

WordPress WPForms Block

You can easily create a WPForms custom form and embed it in OptinMonster using our WPForms block.

Get started adding WPForms to your OptinMonster campaign

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

In this article, you’ll learn how to add a video to an OptinMonster campaign.

Before You Start

Here are some things to know before you begin:

• The video you add to your campaign must already be hosted on another site. You cannot upload video files directly to your OptinMonster media library.
• The video you embed must be publicly accessible. If the video is set to private on sites like YouTube, Vimeo, etc it will not load.

Add Video

Some campaign templates already include a video block, but one (or more) videos can be added to any template, anywhere you like.

To add a video block to a campaign, follow these steps:

1. From the Design view of the campaign builder drag and drop an Video block into your campaign design where you would like it to appear.
   
2. Next, locate and copy the embed url for your video. This may be different than what you see in your address bar.
   
3. Returning to the campaign builder, paste the embed URL into the Hosted Video URL field.
   
4. (Optional) You can now configure any design settings for your video block in the sidebar panel.
5. When you are finished, click Save.

FAQs

Can I save a video block once I customize it to re-use it later on?

Yes! Learn how to create and use saved blocks.

How do I hide the controls, autoplay or loop my video?

If your video hosting service supports it, this can be done by adding the appropriate query string to the end of your video embed URL.

The following resources may help you get started:

• YouTube embedded player parameters
• Vimeo, how do I set videos to autoplay or loop when embedding?
• Wistia, special embed link options

Common Query Parameters

Query Parameters each have a Key and a Value. Therefore they always appear as something like: ?key=value

When it comes to the query parameters used for these video parameters, the number 1 is used to represent “true” or “enabled” whereas the number 0 is used to represent “false” or “disabled”.

You can add the follow query parameters to the end of your video link to achieve additional functionality with your video.

YouTube

• Autoplay a Video → ?autoplay=1
• Hide Video Information → ?showinfo=0
• Hide Video Player Controls → ?controls=0

Examples of a YouTube Video URL to be used in OptinMonster:

1. www.youtube.com/embed/VIDEO_ID/?autoplay=1
2. www.youtube.com/embed/VIDEO_ID?autoplay=1&showinfo=0&controls=0

Vimeo

• Autoplay a Video* → ?autoplay=1&muted=1
• Loop the Video → ?loop=1
• Set Default Video Quality → ?quality=1080p

*It’s necessary to have the video muted before autoplay can work with Vimeo-hosted videos, regardless of browser.

Examples of a Vimeo Video URL to be used in OptinMonster:

1. //player.vimeo.com/video/VIDEO_ID?autoplay=1&muted=1
2. //player.vimeo.com/video/VIDEO_ID?autoplay=1&muted=1&loop=1&quality=1080p

Wistia

• Start at 30 seconds → ?time=30
• “Slide” Transition between videos → ?transition=slide

Examples of a Vimeo Video URL to be used in OptinMonster:

1. //fast.wistia.net/embed/iframe/VIDEO_ID?time=30
2. //fast.wistia.net/embed/iframe/VIDEO_ID?transition=slide

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

Troubleshooting

My video isn’t loading in the campaign preview, why?

The most common reason is using an incorrect video embed URL. Most video-hosting services will use a specific URL for video embedding which is different from the URL displayed in your browser.

The following formats for video embed URLs should be used (replacing VIDEO_ID with the ID of your video) when embedding video from these common video-hosting services:

YouTube — //www.youtube.com/embed/VIDEO_ID

Vimeo — //player.vimeo.com/video/VIDEO_ID

Wistia — //fast.wistia.net/embed/iframe/VIDEO_ID

Another reason the video may not appear is if it is set to private and cannot be embedded on external sites by the video hosting platform. Only public videos can be embedded.

If you own the rights to the video you may be able to change the privacy settings directly from the video hosting platform.

In this article, you’ll learn how to add a link to the Success Message of a campaign.

Add Redirect Link

Adding a link to your Success View provides clear instructions for what your new subscriber should do next. It also helps you accomplish more in one campaign: collect new leads, and immediately deliver more value after a visitor signs up.

To add a link to your Success View, follow the steps below:

1. From the Design view of the campaign builder, switch to the Success View to edit the design.
   
2. Next, drag a Button block from the sidebar into the campaign where you would like it to appear.
   
3. While the button is selected, edit the Button Click Action setting in the sidebar panel.
   Select Redirect to a URL from the dropdown and enter your URL into the Redirect URL field.
   
4. When you are finished, Save the campaign.

FAQs

Can I configure my redirect button to directly download my lead magnet?

The easiest way to do this is if you are using Dropbox to store and share your file, you can add ?dl=1 to the end of your document’s URL to trigger a direct download.

Your full lead magnet download link will look something like this:

https://www.dropbox.com/s/a1b2c3d4ef5gh6/example.docx?dl=1

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

In this article, you will learn how to edit the campaign name.

Edit Campaign Name

To change the campaign name, follow these steps:

1. In the Design view of the campaign builder, select the Campaign Details from the footer bar
   
2. A popup modal will open where you can edit the Campaign Name.
   
3. When you’re finished, Apply the changes and Save the campaign.

FAQs

Do you have any recommendations for how to name campaigns?

You can use the campaign title to help organize your campaigns, or make searching and locating a specific campaign easier by including specific keywords.

You can also organize your campaigns into Folders to further organize them without needing to include all important details in a single campaign title.

The Campaigns screen displays helpful details about your campaign you can rely on like campaign type and if it is a mobile-only campaign.

You can also sort campaigns by Type like this:

Using these additional features can allow you to use more concise and shorter campaign titles.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

This article teaches you how to disable the OptinMonster Badge on your campaigns.

Disable For Individual Campaigns

To disable branding on your campaigns, follow these steps:

1. In the Design view of the campaign builder, click the Settings gear icon in the bottom left corner.
   
2. Next, select the Advanced tab in the sidebar and expand the Display Settings option. You can also reach this menu by clicking on the OptinMonster Badge itself.
   
3. Click the toggle next to Display OptinMonster badge? to disable OptinMonster branding.
   
4. When you’re finished, click Save.

Disable Account-Wide

Alternatively, you can disable the OptinMonster Badge for all campaigns in your account. To disable the Badge account-wide, follow these steps:

1. In the OptinMonster app, navigate to your Account page.
2. Scroll down to the bottom of the page and, within the Advanced Settings panel, enable the Globally Disable Powered-By badge option.
   
3. When you’re finished, Save the changes.
   

FAQs

How do I add my Affiliate link to the OptinMonster branding on my campaigns?

If you’re an OptinMonster Affiliate, you can add your affiliate link to the OptinMonster Badge to earn affiliate credits.

How do I become an Affiliate?

Learn more about our Affiliate Program here.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

In this article, you’ll learn how to add WordPress shortcodes to OptinMonster campaigns.

Before You Start

Here are some things to know before you begin:

• This article assumes you’ve already installed the OptinMonster WordPress plugin.

Add Shortcode

You can use shortcodes in your OptinMonster campaign to further customize the appearance, content, and functionality.

To add a shortcode to your OptinMonster campaign, follow these steps:

1. Copy your shortcode from its source.
   
2. Then, go to your OptinMonster campaign in the OptinMonster builder.
3. Select the Add Blocks button then click and drag an HTML element into your campaign.
4. Paste the shortcode you previously copied into the HTML editor box.
   

5. Once you are satisfied with your campaign’s appearance and settings, set the campaign Status to Live and then Save your campaign.
   
6. Next, navigate to the Campaigns list in the OptinMonster plugin, from the admin of your WordPress site.
   
7. Your campaigns and their Publish statuses will automatically sync to the OptinMonster plugin. Confirm or update your campaign’s status as needed.
   
8. The campaign should now appear on your site for you to test.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

Troubleshooting

Will my shortcode work if I’m manually embedding the campaign or using Google Tag Manager?

No, shortcodes added to your OptinMonster campaign will only work if you’re using the OptinMonster plugin to embed your campaigns.

Do I need to use both the WordPress Plugin and the Display Rules?

Learn how our WordPress Plugin and Display Rules work together.

In this article, you’ll learn how to enable the option to pass lead data to the redirect URL in OptinMonster.

Before You Start

Here are some things to know before you begin:

• Lead data is passed to the redirect URL as query arguments.
• The email address is passed to the query arg as om_email.
• The name is passed to the query arg as om_name (if the name field is enabled).
• The phone is passed to the query arg as om_phone (if the phone field is enabled).
• The query arguments used (as shown above) cannot be customized at this time.

Pass Lead Data to Redirect URL

When you’re looking to further customize and personalize your success / thank you page you can use lead data to do so.

To pass lead data to the redirect URL, follow these steps:

1. From the Design view of the campaign builder, directly select the submit button of the optin form to edit the settings.
2. Next, locate the Button Click Action setting in the sidebar panel and select Redirect to a URL or Open in new Window from the dropdown field.
   
3. You can now toggle the Pass parameters to redirect URL? option.
   
4. When you’re finished, click Save.

FAQs

Can you provide an example of how the lead data is passed in the redirect URL?

Yes, an example of the formatting is:

https://optinmonster.com/?om_email=name@email.com&om_name=John+Smith&om_phone=5555555555

Can I customize the query args?

No, the default query args (om_email, om_phone , and om_name) cannot be modified.

Can I capture the query args from the page and pass that to the redirect URL?

Yes, it is possible to capture the query args, like UTM Parameters, from the page your visitor is submitting the campaign on and pass it to the URL you are redirecting them to as per the below steps:

1. The first step for any campaign you wish to add this functionality to, is to add the following code to the Custom Javascript field in the campaign builder:
   

   This will register a custom smart tag {{query_args}}, that will output all query args from the current page.

document.addEventListener('om.Campaign.load', function(event) {
        const queryString = window.location.search; // capture all query args
        // Registers a custom `query_args` smart tag that outputs all query args from the current page.
        event.detail.Campaign.Dtr.setCustomVariable('query_args', queryString);
        });

2. Then, set the Success Action of your form or button to Redirect to a URL, and add this smart tag to the end of the URL: {{query_args}}
   

   For example:https://optinmonster.com/{{query_args}}
   Save the Campaign and it will capture the query args from the page the campaign is displayed on and pass them on to the URL you are redirecting the users to.

How can I learn more about using lead data in the redirect URL?

If you’re new to using query string values and want to learn more check out the following resources:

• A Quick Tutorial on JavaScript Variable Passing
• Retrieving Values From a URLs Query String in PHP

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

This article teaches you how to deliver downloadable files to your new subscribers.

Before You Start

Here are some things to know before you begin:

• A downloadable file, in this guide, indicates a PDF file.
• We recommend uploading the file you want to deliver to a remote server or file-hosting platform, like Dropbox.
• It is not possible to upload files to your OptinMonster account to provide to subscribers.
• It is not possible to send emails directly from OptinMonster to your subscribers. For that, you’ll want to use a dedicated Email Service Provider.

Deliver Downloadable Files by Email

One of the best ways to deliver downloadable files is to send them directly to your new subscribers in an email sent from your Email Service Provider (ESP). You can provide the file in your first email to new subscribers, or make it part of a campaign sequence if your ESP allows you to create sequences.

The benefit of this approach is that only legitimate subscribers receive the file.

With this approach, you’ll work within your ESP to create an email that sends to new subscribers and attach the downloadable file to that email.

The exact process to do this will vary depending on your ESP; if you need assistance getting started, don’t hesitate to contact our support team.

Add a Download Button

To add a button to your campaign the links to the hosted PDF file for download, follow these steps:

1. Upload your PDF file to your own site or a file-sharing platform like Dropbox (explained below).
2. In the campaign builder, add a button block following our guide here.
3. When configuring the button click action (aka Success Action) for your button, add the URL to your hosted PDF file in the “redirect to URL” option’s field.

Redirect on Submission

To automatically redirect the visitor to your hosted PDF file for download, configure the Success Action of the optin form to “redirect to URL” and enter the PDF file share URL in the provided field.

Learn more about configuring the Success Action in this guide.

Dropbox File Hosting

You can store your downloadable file on Dropbox and add the shareable link to your campaign.

To do this, upload the downloadable file to Dropbox and generate a share link following their guide.

Dropbox also allows you to set a shareable link to automatically download the file to the visitor’s computer by editing the query argument in the share URL from ?dl=0 to ?dl=1. Like this:

Original share URL: https://www.dropbox.com/s/17a2za7bdw97k3/hello.pdf?dl=0
Updated share URL: https://www.dropbox.com/s/17a2za7bdw97k3/hello.pdf?dl=1

Once you have your hosted file share link, you can use it in the Success Action of a campaign. As described in the steps above, you can:

• Add share URL to a button in the campaign
• Redirect the visitor to the share URL after they submit the optin form

FAQs

Where can I host my PDF file?

You can upload the PDF file to your own website or use a file hosting platform like Dropbox.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

In this article, you will learn how to use OptinMonster’s Content Locking feature.

This guide assumes you’ve already created an Inline campaign you plan to use for Content Locking.

The amount of time the content stays unlocked is determined by the success cookie duration.

Your campaign will only lock content that is in the same container. Be sure the campaign embed code is not wrapped in a separate div container or it will not lock any of the content that appears visually beneath it. Learn more about embedding your Content Locking campaign.

Enable Content Locking

When you’re ready to lock your page or post content, follow these steps:

1. Navigate to the Display Rules view in the campaign builder.
   
2. From the Actions tab of the Ruleset you’re editing, toggle the Content Locking option and choose the locking style from the dropdown field.
   
   The following locking style options are available:
   • Blur: Blurs out the text below the campaign.
   • Remove: Removes the text completely below the campaign.
3. When you’re finished, Save the campaign.
4. Embed your Inline Campaign where you would like to lock content.

FAQs

Will Content Locking negatively affect my website’s SEO?

From the indexability point of view, a Content Locker campaign is 100% SEO friendly because search engines always see the content. We can visually hide the entire page or post from visitors, however, the search engine will still index it and know what the content is.

That said, Search Engines focus on UXO now i.e. User Experience Optimization.

If you put a content locker after the first paragraph, you’d most definitely lose rankings because your bounce rate will be higher.

However, if you add a Content Locker, for example, halfway through the post, it is unlikely to impact SEO at all.

We can compare this scenario to be the same thing as a zero-second popup vs an Exit-Intent popup. The former might lead to a higher bounce rate than the latter (thus resulting in a negative SEO impact).

For that reason, we recommend you monitor the bounce rate of pages and posts where you are using Content Locking and make any necessary adjustments on placement to optimize your results.

Can I unlock all content on my site after a visitor has subscribed?

Yes! Be sure to set global cookie durations for your domain. Any value greater than zero for the Global Success Cookie will unlock all content on your site once a visitor has subscribed for that number of days.

Can I use Content Locking with a Custom HTML Integration?

Yes, just be sure you’ve configured your custom form or actionable HTML element to track conversions following our guide here.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

Troubleshooting

I’ve embedded my campaign but the content is not being locked.

Be sure that the content you wish to lock is within the same <div> container as the campaign’s embed code.

In particular, some WordPress page builders like Visual Composer, Divi Builder, etc, separate content into their own <div> containers when adding elements. If you are using a page builder like this you’ll need to manually add the campaign embed code and content you wish to have locked to the same container using an HTML block or similar element.

Why doesn’t Blur work on Internet Explorer 11?

Unfortunately, Internet Explorer 11 does not support the blur method, so to ensure your content isn’t freely available to visitors on IE11 we remove the content from view until it has been unlocked.

In this article, you’ll learn how to add a custom image to the background of your Fullscreen Campaign.

Before You Start

Here are some things to know before you begin:

• This guide assumes you’ve already created a Fullscreen type campaign.

Set Background Image

To add or change the image in your campaign’s fullscreen background, follow these steps:

1. In the Design view of the campaign builder, select the Settings icon.
   
2. Next, within the Advanced tab in the sidebar expand the Fullscreen Settings optionand select the Background Image setting to upload or select an existing image from your library.
   
3. Once you’ve set a background image additional options to control how it appears will be available.
   
4. When you’re finished, click Save.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

Troubleshooting

How do I resize my image? My image is “zoomed in”, or too small for my Fullscreen Background.

Use the additional background image options that appear once you’ve set the image to control the sizing.

• Background Position: This setting allows you to position your image within the frame of your screen.
• Background Repeat: This setting allows you to repeat your background image if it is smaller than the total amount of background space. It also allows you to choose the direction your image repeats in (if set to repeat).
• Background Size: This setting allows you to adjust the size or how “zoomed in” your background image is. There are 3 options available:
  • Cover: This option will resize your image to fully “cover” the size of your Fullscreen Background area. This may stretch your image, depending on its original size.
  •  Contain: This option will resize your image so that its longest dimension (width or height) will match 100% of the Fullscreen Background, fully “containing” your image. This may leave empty space, depending on your image’s dimensions. You can pair this setting with one of the Background Repeat options to fill that space.
  • Auto: This option will display your image at its original size. Depending on your original dimensions, this may display your image too large for your Fullscreen  (looking “zoomed in”) or too small. If the image is too small, and blurry when resized larger, try uploading a larger version of your image, or using the “Background Repeat” options to “tile” your image across your background.