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Getting started

From an empty account to a live popup on your site, in about 20 minutes.

8 steps about 12 minutes Updated Sep 17, 2026

  1. Add your domainCreate the workspace that every campaign, report and lead belongs to: add the website you want to run OptiMonk on.Read more
  2. Install OptiMonk on your siteGet the OptiMonk code onto your site — custom, Shopify or WordPress — and confirm it with the built-in check.Read more
  3. Describe the popup you want and pick a conceptSkip templates: describe the popup you want in your own words, and pick from the concepts the agent draws for you.Read more
  4. Decide who sees it and when, then build itSet the trigger, the audience and the frequency before anything is built, then let OptiMonk assemble the popup.Read more
  5. Check it over your site and fine-tuneSee the finished popup on top of your own homepage, then fine-tune it visually or by asking the AI for changes.Read more
  6. Send signups to your email, SMS or CRM toolForward new signups to Klaviyo, Mailchimp, HubSpot or another tool by adding one integration to the campaign.Read more
  7. Switch it on, and test it on your siteTurn the campaign on for real visitors, read the pre-launch check, and preview it privately on your own site.Read more
  8. Read your first resultsFind your impressions, submits and influenced revenue on the Dashboard, the campaign Overview and the Reports tab.Read more