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You can easily create a new campaign by clicking on the Campaigns button from the main menu on the left side of the screen, then clicking on New Campaign button. .
Choose a template
The first step is to Choose a template. Also, on the left side of the screen, a couple of options are displayed for you to choose the following details: goal, message type and theme. By choosing an option for the Goal section for eg, the options for the next sections, Message Type and Themes will start to narrow down.
You can also narrow down the template options by sorting them by Most recent, Conversion rate or Most popular.
While checking the templates, when hovering over a specific one, you can see the average conversion rate, the type and the goal the specific template was build/ used for.
Left side options: Goals, Message type and Themes
On the left side there are a couple of options to choose from:
Goal of the campaign: grow the list, get feedback, facilitate social sharing etc
Message type: fullscreen, nanobar, popup, side message, gamification
Popups: They are made to use them to convert your visitors into customers or subscribers. You can apply normal popups to get subscribers, make visitors to be buyers or redirect them to another page. They usually appear in the middle of the page on PC and mobile as well, depending on the settings. If the popup appears, the visitors can not scroll or continue the browsing, so they can decide if they want to subscribe, live with the opportunity of a special offer, or skip it. (Source)
Vegas template includes a gamification, so that is a unique template too. This template is good to prompt your visitors to purchase something to be able to use the code they get after the subscription. Visitors can spin the wheel, hoping to get a special offer from you if they subscribe. They will receive a discount code on the thank you page, that they will be able to use for the next purchase. (Source)
Sidebar: That is a widget. Sidebars will appear on the side of the page, it depends on you which position is the best for you. It stays on one of the sides of the page, so it will not block the browsing experience. (Source)
Once you choose a template, a window will appear with some more options:
You are able to see how the specific chosen template will display on screen, both Desktop and Mobile
You can check the Main Page, the TY message and add a Teaser if interested
There are also some info displayed about the the goal of this theme and the average conversion rate
If you are happy with the current selection of the template, just click on the Create campaign button and go to the next step.
A window will pop out asking which domain you would like to use OptiMonk on?
Just type the domain name and click on Next.
You are now at the design phase of the campaign. With the help of the menu on the left side or by simply clicking on the blocks from the template, you can edit or delete the existing blocks from the template.
There are two sections:
Elements: here you find all kinds of options to customize your campaign: blocks, text, images, button, drop down menu, html section, there are a lot of. You simply drag and drop into your template whatever you want.
For each block there are a couple more options that will be displayed to choose from.
General settings:such as display options (where to position the pop up, the type of animation, if any, or the background animation), overlay options and some rules for the close button.
Teaser: you can edit options for a teaser before the pop up is displayed
Font manager: all the options related to the fonts used
Main page: options related to the Main page of the pop up
Thank you: options related to the Thank you page of the pop up
The Main Page, Thank you and Teaser options can also be edited from the menu on top.
Also, there are different views for different screen types that can be chosen from a vertical menu on the right side.
The last section before pushing your campaign live is the Display rules: here you can edit all the options you want to be considered for the pop-up to be shown.
There is a recommended option, but there are also a couple more triggers to choose from. Click on Add more triggers button and the next options will be displayed:
After you edited all the options, confirm by clicking the That’s all the triggers I need button.
Go to the next step and select who to see the campaign. Again there are a couple of options grouped into:
Time & Context
Pages & Custom Rules
The last steps are:
Set up an A/B test to see which variant has better results in order to use that one.
choose the integrations in order to define where to keep the list of subscribers. For more information on the Analytics Integration, check out this page.
You can also opt in to get lead notifications via email when someone subscribes to the list.
If you have set all the options you want, click on Next and you will be taken to the A/B Test Center screen (unavailable with the current plan) and Summary Settings options, which you can edit if you want a last minute change. Below on the page, there are also the Campaign statistics.
At this point your campaign is Inactive, so you can switch it to Active right away OR you can Schedule when to start running.