How to Add a Popup Form in WordPress

pop-up formBy displaying pop-ups at the right time and place, they can effectively capture the user's attention and direct them to perform a specific action, such as signing up for a newsletter or completing a purchase.

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In this detailed tutorial, we will guide you step-by-step on how to use the WordPress PluginCreate and customize popup forms. We will be using the OptinMonsterThis is the leading WordPress popup builder to help you easily create professional and efficient popups.

What is OptinMonster?

OptinMonster is a powerful tool specifically designed to help webmasters create engaging pop-ups. Whether you want to display special offers, collect e-mail addresses, or save your soon-to-be lost subscribers, OptinMonster can fulfill your needs.

The power of OptinMonster lies in its precise targeting rules. For example, pop-ups can be set to display when a user is viewing a specific page, about to leave the site, has been inactive for a long time, or has scrolled to a certain point on the page. This fine-grained control can significantly improve the user experience while helping to optimize SEO.

Preparation before starting

Before you start creating a popup form, firstRegister for an OptinMonster account, and make sure you are logged into your account in a separate browser tab. Requires installation and activation on the WordPress website Free Connector Plugin for OptinMonster. The plugin can be downloaded from the WordPress.org repository and once installed will connect your WordPress site to your OptinMonster account.

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Once the plugin is activated and successfully connected to your account, you can begin toestablishYour first WordPress popup form.

Step 1: Create a pop-up campaign

  1. Navigate to OptinMonster Plugin: In the WordPress dashboard, navigate to the OptinMonster " Popup option. This opens OptinMonster's template library, from which you can select a suitable popup window template.
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  1. Selecting a pop-up window template: In the template gallery, select "Popup" as your campaign type and browse through the available templates. Once you have found a template that suits your needs, hover over it and click "Using templates"Button.
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  1. Naming your campaign: Next, apop-up window, prompts for a name for your campaign. This is for internal use only to help you manage and organize all OptinMonster campaigns.
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Step 2: Customize the pop-up window

Once you've selected your template and named your campaign, you'll be taken to OptinMonster's campaign builder interface.

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Here, pop-ups can be fully customized.

  1. Editing text content: Click on the text box in the pop-up window to edit and replace it directly with your own content. Fonts, formatting and size can be changed using the editing toolbar to ensure that the text is consistent with the branding style of ?
  2. Change Image: Select the image in the pop-up window and then in the left taskbar select "Replacement images" option. Pictures can be uploaded from your local computer or from the Unsplash Select an image from the image library. When you're done, you can also adjust the alignment, width, and alternative text for the image.
  3. Customized CTA buttons: Click on the pop-up window CTA buttons, modifying their text content and link targets. It is possible to determine what happens when a user clicks on a button (e.g. jump to a specific page or submit a form). It is also possible to modify the text content and link target of a OptinMonster Advanced options are provided to change the style, background, font, etc. of the buttons.
  4. Adding a new block: If you need to add a new element, you can drag and drop it to the preview area. For example, an embedded form block can be added by placing the WPForms or other form plugin's shortcode embedded in the popup window.
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  1. Setup Success Message: Switch to the bottom of the builder page at "successes" tab, edit the success message that is displayed after the user submits the form. Make sure the success message is consistent with your overall design style.
  2. Preservation of design: After completing the design and customization of the pop-up window, click on the top of the builder "save (a file etc) (computing)" button to save your changes.

Step 3: Add positioning rules to the pop-up window

The effectiveness of popups depends largely on their display rules. OptinMonster provides a wide range of positioning rules to help you precisely control the timing and location of popup display.

  1. Switch to the Display Rules tab: In the top menu bar, switch to "Display Rules" tab. By default, OptinMonster is set to display a pop-up window after the user stays on the page for at least 5 seconds.
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  1. Setting up custom rules: Click on the Default Rule option and select another rule. For example, you can select "Withdrawal intentions" feature that displays a pop-up window when it detects that the user is about to leave the site. There is also the option to display pop-ups on specific devices or specific pages, or even customize the rules for displaying pop-ups based on the user's geographic location or device type.
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  1. Adding Advanced Rules: Other rules can be set up, such as displaying a pop-up window when the user scrolls to a certain position on the page, or when the user is on a specific page (such as thecheckout page) on displaying pop-ups when you are about to leave. These rules help you display popups at the most appropriate time and place, thus increasing conversions.
  2. Add animation and sound effects (optional): OptinMonster allows you to add animation and sound effects to pop-up windows to enhance the user experience. Make sure to save your changes when you are done with the settings.

Step 4: Integration with email and analytics tools

For effective tracking and management of new leads, pop-ups can be combined with an email marketing service or a CRM Systems Integration.OptinMonster Provides integration options with multiple platforms, including HubSpot, Constant Contact, Mailchimp, and Zapier.

  1. Integrated Email Marketing Services: in "integrated (as in integrated circuit)" tab, select the email service you want to connect to and follow the on-screen instructions to complete the integration. This way, new leads will be automatically sent to your email list and can be automatically tagged and categorized.
  2. Setting up the SMTP plug-in: If you send emails in WordPress, make sure to install and configure the SMTP Pluginto ensure that emails are sent and received smoothly.
  3. Enabling Analytics: OptinMonster comes with built-in analytics to track ad campaign views, clicks and revenue. If you want to track the effectiveness of pop-ups in Google Analytics, you can integrate OptinMonster with Google Analytics for more detailed data analysis.
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Step 5: Publishing Popups in WordPress

Once you have finished designing and setting up the popup, you can publish it to your WordPress site.

  1. Switch to the Publishing tab: In the OptinMonster campaign builder, open the "post"Tab. Here you can connect the campaign to multiple websites and see an overview of the pop-up window settings.
  2. Set to "Published" status: Set the status of the pop-up window to "post". Will see the top menu bar change to "Published" status and displays a green check mark.
  3. Preview pop-up window: You can preview the effect of the pop-up window before publishing it using the ad campaign testing tool provided by OptinMonster. This will show a live preview of the popup on a website or specific page.
  4. Enabling Popups in WordPress: In the WordPress dashboard, navigate to the OptinMonster " Campaigns page. Make sure to click on the "post" button to set the campaign status to "Published". This way, your popups will start showing up on the site and start interacting with visitors.
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  1. View Analyzed Data: Once the user starts interacting with the pop-up, the OptinMonster dashboard can be used to view the detailedStatistical information.. This includes visitor numbers, conversion rates and conversion details. Analyzing the icons also provides insights into the performance of all OptinMonster campaigns and allows you to make data-driven decisions.

summarize

Learn how to use OptinMonster on a WordPress website with this tutorial!Creating and Publishing Popup Forms.. Pop-ups are an effective tool for boosting user engagement, increasing subscriptions and improving conversion rates. With OptinMonster's powerful targeting rules and customization options, you can ensure that pop-ups are displayed at the most appropriate time and place to maximize user attention and drive them to action.

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