Optinly Docs

1. Getting Started

Welcome on-board to Optinly - a goal-based WordPress popup plugin that’s primarily built to help online stores & 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.

Doing it this way helps you reduce abundant marketing time and provides an overall easy experience while you can grow your email list, drive conversions and revenue at the click of a button.

In this article, we’ll take you through some of the most important features of Optinly that makes it one of the best WordPress Popup Plugins.

Growth Based 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 capturing forms to capture 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.
  • Collect Feedback - Know what visitors think about your website using feedback popups.
  • 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.
  • Deliver Real-time Social Proof - Earn credibility and customer loyalty using real-time social proof popups.
  • Upsell Existing Customers - Increase your sales and revenue by displaying relevant products to your customers.

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.

Goal-Based Popup Templates

Goal-based popup templates is what makes Optinly one of the best WordPress popup plugin. Each marketing goal is backed with relevant popup maker templates that are highly responsive and well-crafted to meet your growth goals.

Also, you can customize popups to suit your website’s theme using the inbuilt popup builder - no design or development skills needed to implement.

Inbuilt Popup Builder

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.

Advanced Popup Triggering Options

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.
  • Element based triggers.
  • Display popups until a visitor clicks/subscribes.
  • Options to display popups only to visitors and not to subscribers

With the above popup triggering options, increasing your website conversions and sales isn’t going to be hard from now.

More Features to Drive Extra Conversions & 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.
  • Shortcodes to display personalized website popups - use your customer’s name on popups to increase purchases.
  • Seamless integration with top email marketing service providers.
  • Easy installation process, clutter-free user interface and more.
  • Advanced features at zero cost - a forever free plan for you to get started with Optinly.
  • Add popup to website in 4 simple steps -> Choose your marketing goal -> choose a popup template and customize if necessary -> set popup triggering options and set your campaign live.
Now that we've covered the basics of Optinly and how it can help grow your business, let's get to know more.

2. Optinly Use cases

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.

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,

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.

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.

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.

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.

Floating Sidebar Popups: Floating bar optins are known for their zero annoyance factor and proven conversion rates. 7 out of 10 websites that use 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.

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 and Optinly is one of the best exit intent software you’ll come across. Here’s an effective exit popup template 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.

3. Installation

Optinly can be used on both Wordpress and custom websites, making it possible for a wide range of marketers and store owners (since it’s also a WooCommerce popup plugin) to make the best out of Optinly. The installation process is quick & easy and we’ll take you through the same below.

How to install Optinly in a WordPress website

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.


You can also directly download 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 and sign up using your email address 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.

Step 9: You can go back to app.optinly.com. You’ll see a welcome message.

It’s done - you’ve successfully installed Optinly popup builder on your WordPress website.

How to install Optinly on a custom website

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. Sign up using your desired email address and password.

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.

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. If not, click here to know how to install Optinly.

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.

4. 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. Choose Account settings and fill your basic details.

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.

5. Initialization of Campaign

What are the types of popups Optinly offers

We understand your need to have different types of popups in websites to drive more conversions on your website 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.

How to create a first Optinly popup for your website

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.

Step 2: Once you click add new campaign, you’ll be asked to choose your goal for this particular campaign.

Set a title, choose your campaign goal and click proceed.

Step 3: After clicking proceed, you’ll be asked to choose the type of popup you want to use.

Choose a popup type you think would best suit your campaign.

Step 4: Once you have selected your popup type, you’ll be taken to the next window where you can see a list of available popup templates for your selected marketing goal.

Choose an appropriate popup template from the available options. You can also see the preview of the chosen popup using the “Preview in Website” option.

Step 5: Once you choose your popup template, you’ll be taken to the popup editor where you can customize your popup all you want - right from the images to the color of the call-to-action button text, you can edit it all.

Step 6: Once you are done with the popup design, click “Save” and then head to the “Display Rules” section.

You can select triggering options from the multiple popup triggering options Optinly gives you. The above image shows an example of time delay and an exit trigger combined together which is an effective technique to capture your website visitor.

Step 7: After setting the trigger, head to the Connections section to connect with your Email Marketing Service provider. As of now, Optinly allows you to connect with 12 top ESP’s and there’s more on the way.

Choose your ESP and enter your ESP’s app id to get connected. It’ll hardly take a minute or so.

Step 8: Once when you are all set, click the “Save and Set Live” option to set your popup campaign live. Remember that it will take 60 seconds for the changes to reflect on your website.

That’s how you create your first popup with Optinly.

Readymade Templates & Forms

We understand how hard it becomes at times to create popups which is why Optinly gives you 30+ goal-based WordPress popup forms. All popup forms are highly customizable, mobile responsive and well-crafted to increase conversions.

Inbuilt readymade popups help you reduce abundant marketing time. All you have to do is choose your marketing goal -> choose your popup type -> choose your template -> set display triggers and set it live. It’s easier than said.

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 “Display Rules” section below it.

On heading to the “Display Rules” section, you can choose from 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 an user is about to leave the website.
  • Element ID Based triggers - display popup based on unique element ID’s
  • Options to display popups until a user clicks/subscribes/closes.
  • Options to display popups only once per user.

You can choose the most appropriate popup triggers for your campaign. Also, you can choose multiple popup triggering options to increase the chances of conversions.

Once you have set the triggering options, you can connect with your ESP and set your popup campaign live.

6. Drag & Drop Editor

WYSIWYG builder overview

Optinly comes with an inbuilt popup builder that’s extremely easy to use - what you see is what you get. Once you choose your popup template, you’ll be taken to the popup builder where you can edit every aspect of the chosen popup - right from the color of the call-to-action button to the copy lines within the popup. Also, you can see a live preview of your popup design using the “Preview in Website” option.

Above mentioned are the options available for a text box in the popup. You can change the typography, appearance, alignment, set an action, increase/decrease opacity and more.

Similarly, you can change the background colors, add an image of your choice and further customize it.

Put in a few words, Optinly’s popup builder gives you a seamless popup building experience and you can create great deals popup within minutes.

Customization becomes a walk in the park process when you do it with Optinly’s popup builder. You can simply click on what you want to edit in your popup template and you get corresponding options as shown below

Customizing Texts

Choose the popup template you want to use for your popup campaign. You’ll head to the design tab. Click the text you want to edit. You’ll get relevant options (as shown below) where you can change the dimensions of the text, the font style, alignment and everything else possible.

Customizing Links

It’s no different to editing your text. Click the Call-to-action button in your popup. You’ll see a drop down tab named “Additional Setting”. When you click that, you’ll see an option named “Action”. On clicking that, you’ll have to choose between “Yes”, “No” radio check buttons to keep a link or not. Choose yes and enter the target URL.

You have successfully placed an URL for your CTA button. Similarly, you can customize your links.

Customize/Change Images

If you want to customize/change your image, click the particular image you want to change/edit. You will get relevant options to your right side of the window from which you can do your required edits/changes.

7. Email Integrations

Optinly provides seamless integration services with some of the top Email marketing service providers like MailChimp, Klaviyo, ConstantContact and more. The integration process is hassle-free and you can connect your ESP within minutes. Also, we are working to bring in more ESPs in the long run.

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.

When you click the “Connections” 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 and then be redirected to your Mailchimp account login page. If you have already logged in, you’ll be automatically redirected to the page where you can find your API key.

Copy your API key and head back to the connections page on Optinly.

Paste API Key and then click submit. You’ll have your Mailchimp account 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. Click here to know how you can integrate other Email marketing service providers.

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.

  • If you are using any other Email service provider other than ConvertKit, you can find the - If you are using any other Email service provider other than GetResponse, 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. Know how to create a campaign here.

When you are creating a campaign, you’ll come across the “Connections” section which allows you to integrate with ConvertKit.

When you click the “Connections” 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 and then be redirected to your ConvertKit account login page. If you have already logged in, you’ll be automatically redirected to the page where you can find your API key.

Copy your API key and head back to the connections page on Optinly.

Paste API Key and then click submit. 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. Click here to know how you can integrate other Email marketing service providers.

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.

  • If you are using any other Email service provider other than GetResponse, you can find the - If you are using any other Email service provider other than GetResponse, 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. Know how to create a campaign here.

Step 1

When you are creating a campaign, you’ll come across the “Connections” section which allows you to integrate with GetResponse.

When you click the “Connections” 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 and then be redirected to your GetResponse account login page. If you have already logged in, you’ll be automatically redirected to the page where you can find your API key.

Copy your API key and head back to the connections page on Optinly.

Paste API Key and then click submit. 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. Click here to know how you can integrate other Email marketing service providers.

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.

  • If you are using any other Email service provider, other than SendGrid, you can find the - If you are using any other Email service provider other than GetResponse, 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. Know how to create a campaign here.

When you are creating a campaign, you’ll come across the “Connections” section which allows you to integrate with SendGrid.

When you click the “Connections” 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 and then be redirected to your SendGrid account login page. If you have already logged in, you’ll be automatically redirected to the page where you can find your API key.

Copy your API key and head back to the connections page on Optinly.

Paste API Key and then click submit. 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. Click here to know how you can integrate other Email marketing service providers.

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.

  • If you are using any other Email service provider other than MailerLite, you can find the - If you are using any other Email service provider other than GetResponse, 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. Know how to create a campaign here.

When you are creating a campaign, you’ll come across the “Connections” section which allows you to integrate with MailerLite.

When you click the “Connections” 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 and then be redirected to your MailerLite account login page. If you have already logged in, you’ll be automatically redirected to the page where you can find your API key.

Copy your API key and head back to the connections page on Optinly.

Paste API Key and then click submit. 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. Click here to know how you can integrate other Email marketing service providers.

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.

  • If you are using any other Email service provider other than Campaign Monitor, you can find the - If you are using any other Email service provider other than GetResponse, 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. Know how to create a campaign here.

When you are creating a campaign, you’ll come across the “Connections” section which allows you to integrate with Campaign Monitor.

When you click the “Connections” 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 and then be redirected to your Campaign Monitor account login page. If you have already logged in, you’ll be automatically redirected to the page where you can find your API key.

Copy your API key and head back to the connections page on Optinly.

Paste API Key and then click submit. 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. Click here to know how you can integrate other Email marketing service providers.

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.

  • If you are using any other Email service provider other than Intercom, you can find the - If you are using any other Email service provider other than GetResponse, 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. Know how to create a campaign here.

When you are creating a campaign, you’ll come across the “Connections” section which allows you to integrate with Intercom.

When you click the “Connections” 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 and then be redirected to your Intercom account login page. If you have already logged in, you’ll be automatically redirected to the page where you can find your API key.

Copy your API key and head back to the connections page on Optinly.

Paste API Key and then click submit. 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. Click here to know how you can integrate other Email marketing service providers.

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.

Before you start,

  • If you are looking forward to integrate any other Email marketing service provider other than ActiveCampaign, you can find the instructions here.
  • 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 to know.

Start creating a new campaign and you’ll come across the “Connections” sections. Click on the connection tab to integrate with ActiveCampaign.

When you click the “Connections” 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. And then you’ll be redirected to the ActiveCampaign login page. If you have already logged in to your ActiveCampaign account, you’ll be in the API key page,

Copy your API key and then go back to the “Enter Your API KEY” section in Optinly.

Paste the API key and then click the submit button. 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.

Ready to create your own popup campaign? Know more about how goal-based popup campaigns can drive more conversions to your business.

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.

  • If you are using any other Email service provider, other than HubSpot you can find the - If you are using any other Email service provider other than GetResponse, 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. Know how to create a campaign here.

When you are creating a campaign, you’ll come across the “Connections” section which allows you to integrate with HubSpot.

When you click the “Connections” 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 and then be redirected to your HubSpot account login page. If you have already logged in, you’ll be automatically redirected to the page where you can find your API key.

Copy your API key and head back to the connections page on Optinly.

Paste API Key and then click submit. 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. Click here to know how you can integrate other Email marketing service providers.

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.

  • If you are using any other Email service provider other than Klaviyo, you can find the - If you are using any other Email service provider other than GetResponse, 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. Know how to create a campaign here.

When you are creating a campaign, you’ll come across the “Connections” section which allows you to integrate with Klaviyo.

When you click the “Connections” 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 and then be redirected to your Klaviyo account login page. If you have already logged in, you’ll be automatically redirected to the page where you can find your API key.

Copy your API key and head back to the connections page on Optinly.

Paste API Key and then click submit. 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. Click here to know how you can integrate other Email marketing service providers.

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.

  • If you are using any other Email service provider other than Customer.io, you can find the - If you are using any other Email service provider other than GetResponse, 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. Know how to create a campaign here.

When you are creating a campaign, you’ll come across the “Connections” section which allows you to integrate with Customer.io.

When you click the “Connections” 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 and then be redirected to your Customer.io account login page. If you have already logged in, you’ll be automatically redirected to the page where you can find your API key.

Copy your API key and head back to the connections page on Optinly.

Paste API Key and then click submit. 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. Click here to know how you can integrate other Email marketing service providers.

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.

  • If you are using any other Email service provider other than SendinBlue, you can find the - If you are using any other Email service provider other than GetResponse, 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. Know how to create a campaign here.

When you are creating a campaign, you’ll come across the “Connections” section which allows you to integrate with SendinBlue

When you click the “Connections” 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.

Copy your API key and head back to the connections page on Optinly.

Paste API Key and then click submit. 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. Click here to know how you can integrate other Email marketing service providers.

8. Insights

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.

9. Pricing, Privacy & Terms

What are the plans Optinly provides?

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.

Terms of Use

Check our Optinly’s Terms of Service here

GDPR Compliance

Optinly is a GDPR compliant plugin. For more information, please visit Optinly’s GDPR Compliance page.

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 page or get in touch with us at support@optinly.com

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 support@optinly.com for more information.

10. Billings

How do I upgrade my plan?

You can upgrade your plan from free version to paid version within the plugin itself. Head to the Setting 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.

11. Troubleshooting

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.

If your issue still persists, get in touch with us at support@optinly.com

I can’t access my Optinly account

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.

How can I connect with the technical support team?

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 support@optinly.com

12. Delete / Deactivate

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.

FAQs

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.

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.

How many popups can I setup for my website?

You can create unlimited popup campaigns with Optinly in both the free and the paid versions - more popup campaigns, more conversions.

Does creating an Optinly account require a credit card?

No, there’s no need for a Credit Card to create an Optinly account.

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.

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.

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.

Is there a refund policy available?

Yes, we offer a 30 day full money back guarantee if you are not satisfied with Optinly.

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.

Can I deactivate and delete all my Optinly data?

Yes, you can deactivate your Optinly account and delete all your data.

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 support@optinly.com

I have more questions.

More questions? Send us your queries via email to support@optinly.com or simply ask your question in the chat box. One of our team members will get in touch with you.