Academy

Getting started with OptiMonk

How to choose a template

Now that you know your way around your OptiMonk account, you can start creating a new campaign. If you're a design ninja, you can go ahead and create one from scratch, but if you'd rather spend your free time doing something else, you'll be happy to know we have hundreds of pre-built, professionally-designed templates you can choose from! We give you many different ways of filtering templates to find what you're looking for. When you're creating a campaign, you have goals in mind that you want to accomplish, right? That's why we have the option to filter the templates by goal. Whether you want to stop cart abandonment, collect feedback from your visitors, or build your list, you can find the perfect template. You can also use the Seasonal filter to find templates for a specific season or holiday, like Black Friday or Christmas. Finally, you can filter by Message type as well. OptiMonk offers a variety of different message types, like embedded (which looks like native content on your website), standard popups, sidemessages, sticky bars and more. Embedded content is ideal if you want to use personalized offers or messages without disturbing the browsing experience. Side messages are a great way to ask for feedback. Sticky bars are most frequently used to communicate free shipping offers. You'll probably want to use fullscreen campaigns for special campaigns only, like for Black Friday when you're launching an irresistible offer that you don't want anyone to miss. As I mentioned, you'll always see some recommended templates and use cases at the top of the Templates page. Templates covering different use cases from your "theme" will be listed here, too. This way you can create a campaign that matches your brand in just a few minutes. Of course, to do that, you'll have to define your brand settings once— your colors, fonts and corner roundings. Once you find a template you like, click on "select template" and choose the domain that you'll use to display the campaign. Now you're ready to design your campaign, which is exactly what we'll cover in the next lesson. See you there!