Before anything is built, a short setup asks you where and when the popup should show. Nothing here costs a build; you can change your mind at every step.

What to do

  • Click Next: targeting. The steps across the top are Design → Targeting → Review → Build it, with Coupon or Prizes added only when your design needs them.
  • On the targeting step you get three cards:
    • When will the popup show up: the trigger. A good first choice is On exit-intent on desktop, or After a delay of a few seconds on mobile.
    • Who should see the popup: leave it empty to show the popup to everyone, or add a Current page / URL rule to limit it to certain pages.
    • How often can it appear: the defaults (once per visitor, and stop after they convert) are sensible for a first campaign.
  • Review the summary and click Build it. The build takes about three minutes and you can leave the page; OptiMonk emails you when it is ready.

Done when: the campaign page says "Your campaign is ready" and the status is no longer Under construction. The campaign is not switched on yet; that is step 7.

Read more: From a concept to a built popup · Triggering options: when to show · Current page / URL rule · How often can the campaign appear

Next step: Check it over your site and fine-tune