OptinMonster Tutorials https://optinmonster.com Thu, 13 Nov 2025 09:05:26 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.1 https://optinmonster.com/wp-content/uploads/2024/05/cropped-archie-1-32x32.png OptinMonster Tutorials https://optinmonster.com 32 32 9 Best Black Friday Marketing Tools for 2025 (Compared & Reviewed) https://optinmonster.com/best-black-friday-marketing-tools/ https://optinmonster.com/best-black-friday-marketing-tools/#respond Wed, 12 Nov 2025 13:00:00 +0000 https://optinmonster.com/?p=151281 Black Friday 2024 generated over $10.8 billion in online sales, with successful merchants reporting conversion rate increases of 20-40% when using the right marketing tools. If you want a piece of that revenue pie this year, you need more than just good products and discounts, you need a strategic toolkit that converts browsers into buyers. …

The post 9 Best Black Friday Marketing Tools for 2025 (Compared & Reviewed) appeared first on OptinMonster.]]>

TLDR:

The best Black Friday marketing tools for 2025 include OptinMonster for high-converting popups and lead generation, TrustPulse for social proof notifications, and SeedProd for creating dedicated landing pages.

These tools help you capture more leads, reduce cart abandonment, and maximize sales during the biggest shopping event of the year.

Black Friday 2024 generated over $10.8 billion in online sales, with successful merchants reporting conversion rate increases of 20-40% when using the right marketing tools. If you want a piece of that revenue pie this year, you need more than just good products and discounts, you need a strategic toolkit that converts browsers into buyers.

In this guide, I’ve gathered 9 of the best Black Friday marketing tools that will help you:

  • Grow your email list with targeted campaigns before Black Friday hits
  • Reduce cart abandonment when traffic surges on sale day
  • Build trust and urgency with social proof and FOMO triggers
  • Track performance so you know what’s working in real-time
  • Automate follow-ups to turn one-time buyers into repeat customers

These tools require minimal technical skills and can be set up in minutes, not weeks. Let’s dive into the tools that will make this your most profitable Black Friday yet.

Quick Comparison: Black Friday Marketing Tools at a Glance

ToolBest ForStarting PriceKey Feature
OptinMonsterLead generation & conversion$9/monthExit-intent popups & Black Friday templates
TrustPulseSocial proof & urgency$10/monthReal-time activity notifications
SeedProdLanding pages$39.50/yearDrag-and-drop page builder
WPFormsForms & payments$49.50/yearOrder forms with payment integration
RafflePressContests & giveaways$39.50/yearViral sharing mechanics
MonsterInsightsAnalytics & tracking$99.50/yearGoogle Analytics integration
HubSpotEmail & automationFree (limited)All-in-one marketing platform
BrevoMulti-channel marketingFree (limited)Email, SMS, and chat combined
LiveChatCustomer support$19/monthReal-time customer assistance

1. OptinMonster

Black Friday Marketing Tools - OptinMonster

Starting Price: $9/month (billed annually)
Best For: Growing email lists and reducing cart abandonment during high-traffic sales events

OptinMonster is hands down the best Black Friday marketing tool at your disposal. It lets you skyrocket leads and conversions by creating campaigns specifically tailored to your Black Friday sales.

With OptinMonster’s Black Friday templates, you can quickly and easily create stunning promotional campaigns such as:

  • Lead generation campaigns to grow your email list
  • Product recommendation campaigns to boost your sales
  • Shopping cart abandonment campaigns to retain potential customers
  • And many more
black-friday-holiday-marketing-1

Plus, there’s zero coding skills involved. That means you can create high-converting Black Friday campaigns in a matter of minutes, even if you don’t consider yourself “tech-savvy.”

OptinMonster also includes a patented TruLead™ filter that automatically catches spam and low-quality leads, reducing your email marketing costs while maintaining list quality.

OptinMonster also lets you segment and target your audience, so you can personalize your messaging. Not only does personalization improve user experience (UX) across your site, but it also increases your conversions and boosts your overall sales.

Proven Results: Social Media Examiner report doubling their subscription rates immediately after implementing OptinMonster’s exit-intent popups, with one case study showing 95,654 new email subscribers added in just 7 months.

Try OptinMonster if: You need to capture more leads before Black Friday, want to reduce cart abandonment during the shopping rush, or need professional-looking campaigns without hiring a designer.

To learn more about how OptinMonster works, check out this resource: Is OptinMonster Worth It? An Extensive Review.

2. TrustPulse

Black Friday Marketing Tools - TrustPulse

Starting Price: $5/month (billed annually at $39/year)
Best For: Building instant credibility and leveraging FOMO during Black Friday

TrustPulse is another perfect Black Friday marketing tool to try out this year. It’s a social proof software that can instantly boost sales by 15%.

But how does it work?

TrustPulse lets you build and embed social proof notifications on your website. These notifications let other visitors know when someone is positively interacting with your brand. This could be an interaction like:

  • Signing up for a newsletter
  • Registering for a webinar
  • Making a purchase
  • And much more

Here’s an example of a TrustPulse social proof notification on our own OptinMonster website:

TrustPulse notification on OptinMonster's website. It says "Charlotte from England just purchased OptinMonster!" Smaller, gray text says "an hour ago."

When your site’s visitors see these notifications, they get hit with FOMO (“fear of missing out”). As a result, your site’s visitors instantly feel compelled to take the same action they see in your social proof notifications.

Why It Works: 92% of people trust recommendations from their peers over advertising. TrustPulse leverages this psychology by showing real-time customer activity, making your Black Friday deals instantly more credible.

TrustPulse also offers enhanced mobile optimization and advanced triggering options based on visitor geo-location and behavior, perfect for targeting specific customer segments during flash sales.

That means TrustPulse lets you build credibility insanely fast while simultaneously boosting sales, especially crucial when you have limited time during Black Friday weekend to make an impression.

Try TrustPulse if: You’re launching a new store or product line for Black Friday, need to overcome trust barriers with first-time visitors, or want to create urgency around limited inventory items.

Get started with TrustPulse risk-free today!

3. SeedProd

Black Friday Marketing Tools - SeedProd

Starting Price: $39.50/year
Best For: Creating dedicated, high-converting Black Friday landing pages

SeedProd is easily one of the best page builders for WordPress. But you probably already knew that. What you don’t know, however, is why a page builder for WordPress is on our list of Black Friday marketing tools.

Two words: landing pages.

Whenever you promote a product, deal, or promotional offer online, you should send customers to a well-written landing page. That’s because landing pages can be structured and written in a way that’s more persuasive to a particular product or deal than a generic website page.

For your Black Friday promotions, you should set up a few designated landing pages where you drive traffic from various channels. You could send all your social media followers to one page, for instance, and all your paid ads to another.

By setting up specific landing pages for various products on your site, you can be more effective in selling them. So, where does SeedProd come in?

SeedProd allows you to create stunning and high-converting landing pages in minutes. With its drag-and-drop builder, you don’t need to know any code or have any technical experience.

SeedProd also includes an AI Assistant that can generate complete landing page copy, headlines, and layouts in under 60 seconds, perfect for quickly testing multiple Black Friday offer variations.

What Makes It Worth It: SeedProd offers 350+ PRO templates, including specific sales page and thank you page designs that are proven to convert. The platform is also significantly more affordable than competitors like Elementor ($59/year) and Divi ($89/year).

Instead, you can quickly design a landing page that gets you more Black Friday sales with this intuitive and easy-to-use page builder. Plus, all templates are 100% mobile-responsive, ensuring your Black Friday deals look perfect on any device.

Try SeedProd if: You’re running multiple Black Friday promotions that need separate landing pages, want to A/B test different offer presentations, or need to quickly spin up a sales funnel for a flash deal.

Create your landing pages with SeedProd today!

4. WPForms

WPForms homepage: "Drag & Drop WordPress Form Builder"

Starting Price: $49.50/year
Best For: Collecting payments and customer information during Black Friday sales

If you’re running your website with WordPress, WPForms is an invaluable Black Friday marketing tool. This software lets you quickly create your website’s forms in minutes. With WPForms, you can make:

  • Survey forms to improve your products or website before Black Friday
  • Order forms for customers to pick out their favorite items (and for you to collect payments)
  • Event registration forms
  • Newsletter sign up forms
  • And much more

Plus, with its drag-and-drop form builder, it is easy to create the perfect form for your online store. They’ve also got loads of templates to save you time and energy.

That way, you can focus on other parts of your Black Friday marketing strategy.

Payment Integration Made Easy: WPForms integrates seamlessly with Stripe and PayPal, so you can easily collect payments for your Black Friday orders directly through your forms, no complex setup required.

Why It’s Essential for Black Friday: During high-traffic shopping events, you need forms that load fast and work flawlessly. WPForms is optimized for performance and won’t slow down your site even when hundreds of customers are submitting orders simultaneously.

Again, if you run an eCommerce store on WordPress, WPForms is an absolute must-have plugin for handling the Black Friday rush efficiently.

Try WPForms if: You need to collect pre-orders before Black Friday, want to offer custom product bundles that require customer input, or plan to run surveys to understand what deals your customers want most.

Get started with WPForms today!

5. RafflePress

RafflePress homepage: "The Best WordPress Giveaway Plugin"

Starting Price: $39.50/year
Best For: Viral giveaways and building email lists before Black Friday

RafflePress is the best WordPress giveaway and rewards software for this Black Friday. This plugin lets you create online contests to boost engagement with your brand, grow your email list, and increase profits.

RafflePress has tons of features that can help with your Black Friday event, including:

  • Drag and drop builder for your giveaway form
  • Viral giveaway templates
  • 1-click entry (plus fraud protection)
  • Refer-a-friend for viral sharing
  • Social media integrations
  • And much more

These features allow you to create a contest to promote your Black Friday sales. As more contestants enter your contest, you can grow your email list and increase sales with clever email marketing.

The Viral Growth Strategy: RafflePress’s refer-a-friend feature incentivizes contestants to share your giveaway with their network. For every friend they refer, they earn additional contest entries, turning your Black Friday giveaway into a viral growth machine.

Or you can grow your social media presence by adding entry points to users who follow you on your company’s favorite social media platform.

Smart Timing: Launch your RafflePress contest 2-3 weeks before Black Friday to build anticipation and grow your email list. Then, send exclusive early-bird deals to all contest participants on Black Friday morning.

There are many ways to add RafflePress to your Black Friday marketing strategy. But no matter how you use the plugin, the result will be the same: more sales and profits for your eCommerce store this holiday season.

Try RafflePress if: You’re building hype for a major Black Friday launch, want to grow your email list quickly before the shopping season, or need an engaging way to announce your Black Friday deals.

For more information, check out this helpful review of RafflePress.

Get started with RafflePress risk-free today!

6. MonsterInsights

MonsterInsights Homepage. Heading says "The Best WordPress Analytics Plugin."

Starting Price: $99.50/year
Best For: Tracking Black Friday campaign performance and customer behavior

MonsterInsights is the best Google Analytics plugin for WordPress. So you may wonder why a Google Analytics plugin is on the list of the best Black Friday marketing tools.

That’s simple: unless you track your customers’ journey and how well your promotions perform, your online store will always leave money on the table.

This plugin allows you to:

  • Learn which content attracts your target audience
  • Understand crucial demographic information about who shops with you
  • Analyze your store’s metrics and KPIs in one place
  • Track eCommerce performance in real-time
  • And much more

MonsterInsights lets you quickly and easily get all the data you need on your website, customers, and product sales directly in your WordPress dashboard. You can create custom reports to keep up with your Black Friday promotions.

Real-Time Black Friday Insights: During Black Friday, MonsterInsights shows you exactly which products are getting the most views, which traffic sources are converting best, and where customers are dropping off in your checkout process, all in real-time.

Plus, the plugin is easy to set up and requires zero coding.

The Post-Black Friday Advantage: The best part is that once your Black Friday event is finished, you can review the data and learn how to improve sales for next year. You’ll know exactly which promotions worked, which traffic sources delivered the highest ROI, and which products your customers loved most.

Why Data Matters: In eCommerce, knowledge isn’t just power, knowledge is profit. MonsterInsights gives you access to all the knowledge you need to run a successful Black Friday event and optimize for even better results next year.

Try MonsterInsights if: You’re running paid ads for Black Friday and need to track ROI, want to identify your best-selling products in real-time, or need to optimize your checkout process to reduce cart abandonment.

Get started with your risk-free MonsterInsights account today!

7. Hubspot

Hubspot homepage

Starting Price: Free (with premium plans available)
Best For: All-in-one email marketing and automation for Black Friday campaigns

Hubspot is an excellent resource for any Black Friday event and beyond. Not only is it one of the best email service providers on the market, but it’s also loaded with powerful marketing automation tools.

With HubSpot, you can personalize communication with your audience. If you’re just starting, it also lets you create an entire eCommerce storefront or even a website from scratch.

It’ll help you promote your Black Friday sales through social media, content optimized for search engines like Google, and, of course, via email.

Email Automation for Black Friday: Set up automated email sequences that trigger based on customer behavior. For example, send a “last chance” email to anyone who viewed your Black Friday deals but didn’t purchase, or automatically follow up with recent buyers to cross-sell complementary products.

As you grow your contact list from your store’s Black Friday promotions, you can create drip campaigns to get more repeat business throughout the holiday season.

Why Start with the Free Plan: HubSpot’s free plan includes email marketing, forms, live chat, and basic CRM features, more than enough for small businesses getting started with Black Friday marketing. As you grow, you can upgrade to access advanced automation and analytics.

Multi-Channel Marketing Made Easy: HubSpot connects all your marketing channels in one platform, making it easy to coordinate your Black Friday messaging across email, social media, and your website.

Try HubSpot if: You need an all-in-one platform that handles email, CRM, and automation, want to coordinate complex multi-day Black Friday campaigns, or plan to nurture Black Friday customers into year-round buyers.

Sign up for Hubspot today to improve your email marketing strategy.

8. Brevo (formerly Sendinblue)

Brevo homepage: "Grow with our email marketing & CRM suite"

Starting Price: Free (with premium plans starting at $9/month)
Best For: Multi-channel marketing combining email, SMS, and chat

Brevo (formerly Sendinblue) is another excellent Black Friday marketing tool. Not only is it a popular email service provider for many eCommerce businesses, but it’s a comprehensive marketing resource, too.

Brevo has everything you need to promote your Black Friday sales, communicate efficiently with your customers, and keep track of your store’s performance.

You can use Brevo for email marketing, SMS marketing, and live chat. This level of communication helps you ensure your customer journey is as frictionless as possible.

The SMS Advantage: While everyone’s inbox is flooded on Black Friday, SMS messages have a 98% open rate. Use Brevo’s SMS feature to send urgent flash sale alerts or remind customers about expiring deals, perfect for driving last-minute conversions.

It also allows multiple channels for notifying customers about new sales, items that are getting lower in stock, and much more.

Smart Segmentation for Higher ROI: Finally, you can segment your audience to make sure that your Black Friday deals are personalized to specific parts of your audience. Send VIP customers your best deals first, target bargain hunters with discount codes, or alert previous customers about new products in their favorite categories.

That leads to higher conversions across your site and, of course, more sales for your business.

Free Plan Benefits: Brevo’s free plan includes up to 300 emails per day, ideal for small businesses testing Black Friday email campaigns without any upfront investment.

Try Brevo if: You want to reach customers through multiple channels (email + SMS), need to send time-sensitive Black Friday alerts, or want advanced segmentation without paying premium prices.

Sign up for a free Brevo account today!

9. LiveChat

Black Friday Marketing Tools - LiveChat

Starting Price: $19/month
Best For: Providing real-time customer support during Black Friday traffic spikes

LiveChat is the perfect Black Friday marketing tool for adding a live chat feature to your website.

This software lets you streamline communication with your audience. But how does that help you boost sales for Black Friday?

You can use LiveChat to:

  • Answer customer questions to help them make crucial buying decisions
  • Redirect users to helpful articles that convert well across your site
  • Make product recommendations to customers looking for the perfect gifts
  • Provide instant support when customers encounter checkout issues
  • And much more

The Black Friday Advantage: During Black Friday, customers are ready to buy but often have last-minute questions. With LiveChat, you can answer these questions instantly, before they leave your site to shop with a competitor.

The idea behind any live chat feature for eCommerce is to open up the lines of communication. That way, you can meet your site’s visitors wherever they are in their customer journey. Then, you can guide these visitors down your sales funnel until they complete their purchase.

Proactive Chat = More Sales: LiveChat allows you to set up automated chat invitations that trigger based on visitor behavior. For example, if someone spends 30 seconds on your checkout page without completing their order, an agent (or chatbot) can proactively ask if they need help.

Scale with Chatbots: Can’t staff your live chat 24/7 during Black Friday weekend? LiveChat includes AI chatbot features that can handle common questions automatically, escalating only complex issues to human agents.

For more information, check out this post on live chat best practices. That post will have everything you need to speak more effectively with customers across your site and increase profits for your Black Friday deals.

Try LiveChat if: You’re expecting high traffic volume and want to prevent lost sales from unanswered questions, offer complex products that benefit from real-time consultation, or want to provide premium customer service that sets you apart from competitors.

Get started with LiveChat today!

Wrapping Up

And that’s it! We hope this article helped you find the best Black Friday marketing tools for your eCommerce store.

If you did enjoy this post, we highly recommend reading the following:

These articles will have everything you need to optimize your store for Black Friday and the holiday season that comes quickly after that.

Ready to start using the best Black Friday marketing tool at your disposal? Get started with OptinMonster today!

Frequently Asked Questions

What tools do I need for Black Friday marketing?

The essential Black Friday marketing tools include a popup/lead generation tool (like OptinMonster), social proof software (like TrustPulse), email marketing platform (like HubSpot or Brevo), landing page builder (like SeedProd), and analytics tracking (like MonsterInsights). At minimum, you need a way to capture leads, communicate with customers, and track your results.
If you’re just starting out, focus on these three core tools first:

  1. Email marketing platform – to communicate your Black Friday deals
  2. Lead capture tool – to grow your list before the sale
  3. Analytics software – to track what’s working

You can always add more sophisticated tools like social proof notifications, giveaway software, or live chat as your Black Friday strategy matures.

How much do Black Friday marketing tools cost?

Black Friday marketing tools range from free to $100+/month depending on features and scale. Here’s a realistic breakdown:

Budget-Friendly Options (Under $50/month):

  • OptinMonster: Starting at $9/month
  • TrustPulse: Starting at $5/month
  • SeedProd: $39.50/year ($3.29/month)
  • HubSpot: Free plan available
  • Brevo: Free plan available

Mid-Range Tools ($50-100/month):

  • WPForms: $49.50/year
  • RafflePress: $39.50/year
  • MonsterInsights: $99.50/year

Premium Solutions ($100+/month):

  • Advanced email marketing platforms with full automation
  • Enterprise analytics and CRM systems

Total Investment for a Complete Stack: Most small to medium-sized businesses can build a full Black Friday marketing toolkit for $20-50/month, or $240-600 annually. Many tools offer annual billing discounts of 30-50% off monthly rates.

What’s the best free Black Friday marketing tool?

The best free Black Friday marketing tools are HubSpot and Brevo for email marketing. Both offer robust free plans that include:

HubSpot Free:

  • Email marketing for up to 2,000 contacts
  • Basic CRM functionality
  • Forms and landing pages
  • Live chat widget

Brevo Free:

  • Up to 300 emails per day
  • Unlimited contacts
  • SMS marketing (pay per message)
  • Basic automation

Why These Stand Out: Unlike most “free trials,” these platforms offer genuinely useful free tiers that don’t expire. You can run a complete Black Friday email campaign without spending a dollar.

The Catch: Free plans have limitations on sends, automation, and advanced features. If your email list exceeds 2,000 subscribers or you need complex automation, you’ll need to upgrade.

Other Free Options:

Canva Free (for creating Black Friday graphics)

Google Analytics (free alternative to paid analytics tools)

WordPress (free website platform if you’re just getting started)

Do I need different tools for Black Friday than regular marketing?

No, you don’t need entirely different tools, but you should add specialized features for Black Friday’s unique challenges:

Tools You Already Use (with Black Friday Optimization):

  • Email marketing – add countdown timers and urgency messaging
  • Website – add exit-intent popups and promotional banners
  • Analytics – create Black Friday-specific tracking dashboards

Black Friday-Specific Additions:

  • Social proof notifications (TrustPulse) – leverage FOMO during high-traffic periods
  • Countdown timers – create urgency for flash sales
  • Cart abandonment tools – recover sales during the shopping rush
  • Live chat – handle increased customer questions in real-time

The Key Difference: Black Friday requires tools that can handle traffic spikes, create urgency, and automate responses when you’re overwhelmed. Your regular marketing tools should stay in place, but Black Friday tools amplify their effectiveness during peak shopping periods.

Can I run a successful Black Friday campaign with just one tool?

Technically yes, but realistically no. Here’s why:

The One-Tool Approach: If you had to choose just one tool, pick a comprehensive email marketing platform like HubSpot or Brevo. These include email marketing, basic popups, landing pages, and automation, enough to run a simple Black Friday campaign.

Why One Tool Isn’t Enough: Black Friday success requires multiple touchpoints:

  1. Capturing leads before the sale (popup tool)
  2. Communicating offers (email platform)
  3. Converting visitors (landing pages)
  4. Building trust (social proof)
  5. Tracking results (analytics)

The Minimum Viable Stack: For best results, use at least three tools:

  • Email marketing platform
  • Lead capture/popup software
  • Analytics tracking

This combination covers the essentials: growing your list, promoting your deals, and measuring what works.

Budget Reality: You can build this minimum stack for under $20/month, and the ROI from a successful Black Friday usually covers your tool costs 10-50x over.

Are Black Friday marketing tools worth the investment for small businesses?

Absolutely yes, and the ROI proves it. Here’s the math:

Typical Investment: $20-50/month for a core toolkit

Average Returns:

  • Email marketing: $36-42 return for every $1 spent
  • Lead generation popups: 2-5x increase in email signups
  • Social proof: 10-15% boost in conversions
  • Cart abandonment recovery: 10-30% of lost sales recovered

Real Example: A small eCommerce store spending $50/month on tools that generates just $500 in additional Black Friday sales has achieved a 10x return in one weekend. Most businesses see much higher returns.

The Break-Even Math:

  • $50/month in tools = $600/year
  • If tools help you convert just 20 additional customers at $30 average order value = $600 in sales
  • Most businesses see 50-200+ additional conversions from properly implemented tools

Why Small Businesses Especially Benefit: Large competitors have bigger budgets and teams. Marketing tools level the playing field by giving you professional-grade capabilities (automated emails, targeted popups, real-time analytics) without hiring expensive specialists.

The Risk of NOT Investing: Without proper tools, you’ll likely:

  • Miss out on 60-70% of potential email subscribers
  • Lose 30-50% of customers to cart abandonment
  • Have no data to improve next year’s Black Friday performance

Bottom Line: If you generate more than $1,000 in Black Friday sales, marketing tools pay for themselves multiple times over.

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What Is Gated Content and How to Create It (Examples & Best Practices) https://optinmonster.com/gated-content-marketing-strategy/ https://optinmonster.com/gated-content-marketing-strategy/#respond Thu, 06 Nov 2025 13:00:00 +0000 https://optinmonster.com/?p=115133 Key Takeaways: Did you know that gated content could be the ultimate key to getting more email subscribers and customers on your website? When you require sign-up or sign-in to see some of your best content, you create a fantastic incentive for your website visitors. A gated content marketing strategy helps you boost your lead …

The post What Is Gated Content and How to Create It (Examples & Best Practices) appeared first on OptinMonster.]]>

Key Takeaways:

  • Gated content is one of the most effective ways to turn your best resources into qualified leads. It works by asking visitors to share basic information, like their name and email, in exchange for access to high-value materials such as ebooks, templates, or webinars.
  • Use gated content for in-depth, exclusive resources that solve real problems, while keeping enough open content to build trust and authority. Keep your opt-in forms simple, highlight the value clearly, and deliver on what you promise.
  • Tools like OptinMonster make it easy to lock premium content without hurting user experience.

Did you know that gated content could be the ultimate key to getting more email subscribers and customers on your website?

When you require sign-up or sign-in to see some of your best content, you create a fantastic incentive for your website visitors. A gated content marketing strategy helps you boost your lead generation efforts and grow your email list.

In fact, our client Photowebo increased their conversions 3806% by using gated content!

Do you want to learn how to get results like this?

In this detailed guide, I’ll walk you through the ins and outs of content gating, so you can effectively engage your audience and generate high-quality leads.

Quick links:

What Is Gated Content?

Gated content refers to digital material that users can only access after completing a specific action, typically providing personal information. This online content which may include articles, videos, ebooks, or infographics is often used as a lead generation tool by businesses.

To access gated content, users usually need to fill out a form with details like their email address, create an account, or sometimes pay for a subscription. By restricting access, companies can gather valuable data about their audience while offering premium or exclusive content in exchange.

As we’ll discuss later, gating content has pros and cons. But when done right, it can

  • make your content more appealing
  • help you to engage with your target audience
  • result in better leads

OptinMonster is the most robust lead-generation software on the market, and our content-locking feature lets you implement a gated content strategy in minutes. Our clients have seen excellent results from content gating, including one website that got 11,000 new subscribers monthly with a simple content upgrade.

Case Study See how one digital agency used gated content to boost conversion rates by 62% and 2x their email list.

For more details, keep reading!

Gated vs. Ungated Content

Now that you know the basic meaning of gated content, let’s talk about the difference between gated and ungated content. Picture two paths in a garden:

  1. Gated Content: This path is like a VIP entrance. When you go down the gated path, you agree to provide some personal information, like your email or zip code. In return, you can access more in-depth, valuable, or exclusive content. Think of it as a way for websites to get to know you better and offer you something special in return.
  2. Ungated Content: Conversely, the ungated path is like a stroll in the park. You can enjoy the content without sharing any personal information. It’s a lot like watching a movie trailer. You get a taste of what’s inside but don’t have to give anything in return.

In essence, gated content is a secret club where you exchange a small piece of information to access premium content. In contrast, ungated content is freely available for anyone to enjoy without any strings attached.

When Should You Gate Content?

Let’s explore when you should consider gating your content.

1) When It’s Extra Special

Like you save your favorite treats for special occasions, consider gating your most exceptional, high-content. Do you have a post or guide packed with insights, solutions, or secrets? One that has information your audience can’t easily find elsewhere? It might be a good candidate for gating.

2) For In-Depth Guides and Resources

Long-form pieces are also excellent candidates for gated content. Gating content like comprehensive guides, ebooks, or webinars that dive deep into a topic can be a great idea. People are more willing to share their info for valuable, in-depth resources. Often, these are offered as downloadable lead magnets.

3) For Exclusive Events and Experiences

You can also think of content gating as a lot like handing out VIP passes to an exclusive party. Locking content can create excitement and exclusivity if you’re offering something unique, like a live webinar with an industry expert or early access to a product launch.

4) For Valuable Tools and Templates

Imagine you’re giving someone a toolbox filled with handy gadgets. One smart gated content strategy is to offer practical tools, templates, or checklists. These should be resources that your target audience can use to solve real problems. People are often willing to trade information for tools that make their lives easier.

5) When Building Your Email List Matters

Any great email marketing strategy starts with a strong list of highly-interested leads. Just like you’d collect keys to open different doors, gating content can help you build a list of interested people. If growing your email list or capturing leads is a priority, gating certain content pieces can be an effective way to achieve that.

6) For Advanced Learning

Imagine you’re sharing advanced secrets with those who are ready to learn. You can deliver true value to your users by gating content that caters to a more experienced or specialized audience. The leads you gain with this strategy are likely to become some of your most engaged users and customers.

7) When You’re Testing Waters

Think of gating content as trying a new recipe. You want to see if people like what you’re making before making a big batch. If you’re experimenting with new ideas, products, or offerings, gating the content can help gauge interest and gather feedback.

8) Balancing Gated and Free Content

Imagine you have a buffet with some special dishes behind the counter. If customers have to ask for every dish that they’re interested in, they’ll likely just go somewhere else.

That’s why it’s essential to strike a balance between gated and free content. Gating everything might turn people away, but offering a mix of both can help you provide value to different types of audiences.

You must make sure that you have a wide variety of high-quality content that website visitors can read for free. Once they trust your expertise, they’ll be more likely to sign up when they come across locked content.

Ultimately, the decision to gate content boils down to the value you’re providing, as well as your goals. Just like protecting precious items, gating content adds a layer of exclusivity, making your audience feel like they’re part of something special.

Understanding when and why to use gated content can create a strategy that enhances engagement, builds relationships, and opens doors to exciting opportunities.

Gated Content Examples

Here are some real-life examples of gated content that companies and organizations have used to engage their audiences and generate leads:

1) HubSpot’s Marketing Resources

HubSpot's Marketing Resources - Gated Content

HubSpot, a leading inbound marketing platform, offers a variety of gated content resources such as ebooks, templates, and guides. Users can access these valuable materials by providing their contact information, which helps HubSpot build their email list and nurture leads.

2) Neil Patel’s Advanced Marketing Guides

Neil Patel's Advanced Marketing Guides - Gated Content

A prominent digital marketing expert, Neil Patel, provides in-depth guides and courses on topics like SEO, content marketing, and social media. Access to these advanced guides often requires users to opt in with their email addresses and other information.

Due to the advanced nature of his content, Patel asks for a lot more information than you’d usually want to require. Neil Patel also has established authority in his field, which makes it more likely for users to be willing to fill out so many fields. With the information he gains from this form, he’ll have the data he needs to segment his leads and personalize his marketing strategy.

However, for most websites, your initial optin forms should just ask for an email address and first name.

3) Moz’s Whitepapers and Webinars

Moz's Whitepapers and Webinars - Gated Content

Moz, a well-known SEO software company, offers whitepapers and webinars on topics related to search engine optimization. Users can access these resources by filling out a form, allowing Moz to capture leads and provide valuable insights to their audience.

4) Salesforce’s Reports and Surveys

Salesforce's Reports and Surveys - Gated Content

Salesforce, a leading customer relationship management (CRM) platform, publishes industry reports and surveys that provide valuable insights into trends and best practices. These reports are often gated, requiring users to provide their information before accessing the data.

5) DigitalMarketer’s Training Videos

DigitalMarketer's Training Videos - Gated Content

DigitalMarketer, a platform focused on digital marketing education, offers training videos on various marketing strategies. Users may need to sign up and provide their email addresses to watch these videos.

6) The New York Times (News Publishing)

The New York Times (News Publishing) - Gated Content

The New York Times offers non-subscribers a limited number of free articles each month while gating the rest of their premium content behind a paywall for subscribers.

7) Medium (Content Publishing Platform)

Medium (Content Publishing Platform) - Gated Content

Medium offers a membership program where subscribers can access premium articles, curated content, and exclusive features created by a community of writers. As a major publication, they’re able to offer account creation through Google, Facebook, or manually with an email address.

The examples above illustrate how companies leverage gated content to offer valuable resources, insights, and education in exchange for user information.

Gated Content Best Practices

Now that we’ve thoroughly examined content gating, let’s look at some best practices.

1) Know Your Audience Inside Out

Before you create gated content, gaining a deep understanding of your target audience is crucial. It would be best if you answered the following questions:

  • Who are they?
  • What challenges do they face?
  • What information are they hungry for?

Tailor your gated content to address their needs, pain points, and aspirations, ensuring it offers real value and resonates with their interest along the buyer’s journey.

2) Choose the Right Format

Gated content comes in various shapes and sizes. From ebooks and webinars to templates and case studies. Select the format that aligns best with your audience’s preferences and the nature of the information you’re sharing.

A well-chosen format enhances engagement and encourages users to provide their information willingly.

Bonus content: What is a Lead Magnet? Proven Lead Magnet Ideas and Examples

3) Craft Irresistible Headlines and CTA

A compelling headline and call to action button are your golden ticket to capturing interest in the digital age of short attention spans. Craft headlines that promise a clear benefit or solution, sparking curiosity as we move along the customer’s journey.

A well-crafted headline is the first step toward convincing users that your gated content is worth their time and information.

Bonus content: 130+ Proven Opt-in Headline Ideas to Get More Email Subscribers (Cheat Sheet)

4) Deliver Value Beyond Expectations

Gated content should surpass your audience’s expectations. Offer insights, knowledge, or solutions they can’t easily find elsewhere. Strive to provide actionable takeaways that empower your audience to apply what they’ve learned in their own endeavors.

5) Design User-Friendly Landing Pages

A seamless user experience is essential. Design landing pages that are clean and intuitive, guiding users through accessing your gated content. Keep forms concise, asking for only the necessary information, and assure users of the value they’ll receive in return.

Bonus content: Expert Tips for Writing Landing Page Copy That Converts  & Anatomy of the Perfect Optin Landing Page (Tips & Best Practices)

6) Promote Strategically

Gated content is a treasure waiting to be discovered. Promote it across your marketing channels – from social media and email campaigns to your website and partnerships. Leverage teasers, snippets, and compelling visuals to create anticipation and drive interest.

7) Leverage Social Proof

Incorporate social proof, such as testimonials and user reviews, to boost credibility and increase conversions. When seeing others benefit from your gated content, people are more likely to provide information.

8) Decide How Visitors Will Access the Content

Knowing how you’ll give new subscribers access to the content you’ve gated is important. Some of the options include:

  • Unlock on-page content immediately. This is easy to do with the instructions we’re about to share for content-locking campaigns.
  • Sending the content by email, which I always recommend for downloadable content.
  • Providing an immediate download link.
  • Opening the content in a new window or redirecting subscribers to a page where they can access the content.

You can use any of these options in any OptinMonster campaign by customizing the success view.

The next section will show you how to gate content with OptinMonster.

How To Create Gated Content

Now, I’ll show you how to gate content by creating an inline form campaign for a particular page with OptinMonster. This type of campaign locks access to a particular blog post or page. Users must then sign up for your email list to access your content.

This tutorial assumes that you’ve already installed OptinMonster on your WordPress site or any other type of site. You’ll also need to integrate your email marketing software.

Step 1: Create Your Content Gating Campaign

First, click Create New Campaign from your OptinMonster dashboard.

Create new OptinMonster campaign button

You’ll asked whether you want to use one of OptinMonster’s Playbooks or Templates, or if you want to design your own campaign from scratch using our Canvas designer.

For our purposes, we suggest choosing Template:

Choosing the "Template" option under "Start Creating Your Campaign"

Next, you’ll need to choose a campaign type.

OptinMonster offers different campaign types, including:

  • Lightbox Popup
  • Floating bar
  • Fullscreen
  • Slide-in
  • Inline

We’ll need to select an Inline Campaign to create a content lock campaign and choose a template.

OptinMonster offers 65+ templates, and all work beautifully across all devices.

In the search bar, type in “gated content” to easily find the Unlock Gated Content template.

Selecting the "Unlock Gated Content" template in OptinMonster

Once you click Use Template, you’ll be prompted to name your campaign and choose the website you want to display it on.

Step 2: Activate the Content Lock

First, we’ll activate the content lock feature.

Choose the Display Rules tab at the top of your campaign design screen.

The Display Rules tab is at the top of the screen when designing your gated content campaign

Next, select the Actions tab at the bottom of the screen and click the Enable Content Locking toggle so it turns blue. In the dropdown menu, you’ll be able to choose whether you want to blur your locked content or remove it completely.

Enabling content locking in OptinMonster

Now, we’re ready to customize our content lock campaign.

Step 3: Design Your Content Lock Campaign

Changing anything about your content lock campaign form is easy in the OptinMonster drag-and-drop builder and editor. Go back to the Design tab to return to the editor.

All you need to do is click on any part of the campaign to change it.

To edit the text, click on it or highlight the text. This will bring up the editing tools, and you’ll be able to change the text, as well as the font, color, and alignment.

Editing a content locking campaign in OptinMonster

You can also change the images and button colors, or add or remove blocks.

Be sure to use the tabs at the bottom of the page to also edit the Success View. That’s the message users will see after signing up for your email list, informing them that the post will now be unlocked.

Step 4. Choose Your Display Rules and Publish Your Campaign

Next, go to Display Rules. Here, you’ll be able to precisely control who sees your gated content campaign and when.

Here we’ve set the optin to display when the content URL path exactly matches the URL of the page where we want the campaign to display. This allows you to choose which blog post you want to turn into gated content

display_rules_gated_url

More display rule options include:

  • How long a user has been on a page
  • How many pages the user has viewed on your website
  • The geographic location of the user
  • and much more

For more on OptinMonster’s Display Rules, check out our documentation:
How to Use Display Rules to Customize When a Campaign Will Appear

When you have everything set the way you want it save your campaign and choose the Publish tab at the top of the page. Change the Publish Status to Publish and follow any instructions based on your website platform.

Which Content Gating Tool Should You Use?

OptinMonster is the best content gating tool. It’s built-in content locking feature is proven to get results. Remember those stats I mentioned earlier?

You can deliver your gated content immediately with OptinMonster’s success themes.

OptinMonster also integrates with all the major email marketing platforms and content management systems, so you can use it for gating content on any site.

Want to learn more about gated content before you get started? Here are a few helpful resources:

Once you’re ready to start skyrocketing your leads with gated content, sign up for OptinMonster! Choose the Plus plan or higher to access our Content Locking features.

Get Started With OptinMonster Today!

Frequently Asked Questions

Is gated content good for SEO?

Not directly. Since gated content isn’t crawlable by search engines, it doesn’t help your organic rankings. However, you can boost SEO by pairing gated assets with optimized landing pages or blog posts that tease the value.

What are examples of gated content?

Some common examples include downloadable PDFs, exclusive video trainings, industry reports, email courses, webinars, and interactive tools or templates.

Does Google penalize gated content?

No, but Google can’t index content hidden behind a form or paywall. Be sure to offer crawlable teaser content or landing pages so you still appear in search.

Can I send gated content via email?

Absolutely. In fact, delivering your gated asset by email (instead of unlocking it on-page) can boost deliverability, reinforce trust, and reduce fake signups.

What should I ask for in a gated content form?

Start simple: usually just a name and email. You can collect more details later as you nurture the lead.

The post What Is Gated Content and How to Create It (Examples & Best Practices) appeared first on OptinMonster.]]>
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How to Create a Landing Page in 10 Minutes: Step by Step Tutorial https://optinmonster.com/how-to-create-a-landing-page/ https://optinmonster.com/how-to-create-a-landing-page/#comments Mon, 01 Sep 2025 12:00:00 +0000 https://optinmonster.com/?p=128871 TL;DR: How to Create a Landing Page You can build a high-converting landing page in under 10 minutes using a drag-and-drop builder like SeedProd. Just follow these steps: Want even better results? Add a clear CTA, mobile-optimized layout, and social proof like testimonials. Ready to launch? Let’s build it together below. 👇 In this guide, …

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TL;DR: How to Create a Landing Page

You can build a high-converting landing page in under 10 minutes using a drag-and-drop builder like SeedProd. Just follow these steps:

  1. Choose your page type (sales, opt-in, webinar, etc.)
  2. Pick a proven template designed to convert
  3. Customize the content with your message, offer, and visuals
  4. Connect your email service to capture leads
  5. Tweak settings for SEO & tracking
  6. Preview and publish — no coding required

Want even better results? Add a clear CTA, mobile-optimized layout, and social proof like testimonials. Ready to launch? Let’s build it together below. 👇

In this guide, I’ll walk you through the process of creating an effective landing page that captures attention and drives conversions.

Let’s dive in and learn how to create a landing page.

What Is a Landing Page?

A landing page is a standalone web page created for an advertising or marketing campaign. It’s where a visitor “lands” after they click on a link in an email or ads from Google, Bing, YouTube, Facebook, Instagram, Twitter, or similar places on the web.

Unlike regular web pages, which typically have many goals and encourage exploration, such as the homepage, landing pages are designed with a single focus or purpose, known as a call to action (or CTA, for short).

Recommended Reading: What Are the Best Call to Action Button Colors? 3 Proven Ways to Increase Click-Through Rate

Let’s have a look at this landing page example. Mirasee’s landing page includes a call to action to register for a webinar:

mirasee landing page step 1 - how to create a landing page

When you click it, you get this registration form:

mirasee landing page step 2 - how to create a landing page

Successful landing pages increase your potential to make sales, by growing your subscriber numbers and helping to convert visitors into leads.

Landing Page Best Practices

Here are some best practices to consider when creating a landing page:

  1. Clear and Concise Headline: Your headline should immediately grab the visitor’s attention and clearly explain the product or service. It’s often the first thing visitors see, so make it count.
  2. Compelling Subheadings: Use subheadings to break up text and provide additional details. They should support the main headline and guide visitors through the page.
  3. Strong Call-to-Action (CTA): Your CTA should be clear, compelling, and eye-catching. Use action-oriented language and make it stand out with contrasting colors or design elements. Ensure that it aligns with what you’re offering.
  4. Focused Content: Keep your landing page content focused on the page’s primary goal. Remove any unnecessary information or links that could distract the visitor from the CTA.
  5. Engaging Visuals: Use high-quality images or videos relevant to your product or service. Visuals can demonstrate the value of what you’re offering and keep visitors engaged.
  6. Social Proof: Include testimonials, reviews, or case studies to build trust and credibility. Seeing that others have had a positive experience can be a powerful motivator for visitors to take action.
  7. Simplicity in Design: A clean, uncluttered landing page design helps visitors focus on the content and CTA. Use whitespace effectively and keep the layout intuitive.
  8. Mobile Optimization: Ensure your landing page looks good and functions well on mobile devices. Most web traffic comes from mobile, crucial for reaching a wider audience.
  9. Fast Loading Time: Page load speed is critical. Slow loading times can lead to high bounce rates and poor user experience. Optimize images and scripts to ensure your page loads quickly.
  10. A/B Testing: Regularly test different elements of your landing page (like headlines, CTAs, images, and layout) to see what works best with your target audience. Use data and analytics to guide your decisions.
  11. Clear Value Proposition: Clearly articulate the benefits of your product or service. Explain how it solves a problem or improves the visitor’s situation.
  12. SEO Elements: Incorporate SEO best practices to improve the visibility of your landing page in search engines. Use relevant keywords, meta descriptions, and an SEO-friendly URL structure.
  13. Easy Navigation: Ensure that navigation is intuitive if your landing page is part of a larger website. However, for standalone landing pages, minimal navigation can help keep visitors focused on the CTA.
  14. Trust Signals: Display relevant certifications, awards, or security badges to reassure visitors that your site is trustworthy and your business is credible.
  15. Follow-Up Strategy: Plan what happens after a potential customer completes the CTA. Whether it’s a thank you page, email follow-up, or a download, ensure the process is smooth and continues the user’s journey.

Next, I’ll show you how to create high-converting landing pages.

How To Create a Landing Page in 6 Steps

To follow along in this tutorial, you’ll need a SeedProd account, the best way to create a landing page.

SeedProd is the best landing page builder for WordPress. It allows you to create beautiful landing pages easily using a drag-and-drop builder.

Plus, it has 200+ stunning landing page templates. As a result, you can create landing pages that convert without writing any code.

It’s quick and easy to create an account. You can get started on the SeedProd website and follow the prompts to download the plugin. The pricing starts at $39.50/year.

Here’s a quick guide for installing and activating a plugin.

The following step by step tutorial will teach you how to create a landing page in 10 minutes:

Step 1: Choose Your Landing Page Type

When you open the SeedProd dashboard, you’ll see options to create different types of landing pages for your site:

  1. Coming Soon Mode
  2. Maintenance Mode
  3. Login Mode
  4. 404 Page
SeedProd add new landing page

Under this, there’s an Add New Landing Page option.

You simply need to click this button to start building your landing page.

Step 2: Choose a Landing Page Template

SeedProd comes with several stunning pre-built landing page templates. This means you don’t need to spend hours designing a landing page from scratch.

Landing Page templates

The landing page templates are divided into different categories:

  • Coming Soon
  • Maintenance Mode
  • 404 Page
  • Sales
  • Webinar
  • Lead Squeeze
  • Thank You
  • Login

For this step-by-step tutorial, we’ll go with the Ebook Squeeze Page template.

Hover over the template until a red tick appears. Then click on it to select the template.

Ebook landing page template

Next, give your landing page a name.

Now, click Save and Start Editing the Page to enter the drag and drop builder.

Name landing page template_

Step 3: Customize Your Landing Page

In this step, you’ll design your landing page in SeedProd’s visual drag and drop page builder.

SeedProd landing page drag and drop

It’s quick and easy to customize your landing page in SeedProd.

Everything you see on the page, like the text and images, is divided into elements called Blocks and Sections.

To change anything on your page, simply click on the block.

Let’s try that with the text.

So, we’ll simply click on the text block. Then, we can make our changes directly on the landing page.

SeedProd text editing

For more editing options, select the Advanced tab. It allows you to change the color and spacing.

SeedProd Advanced editing

You can also easily add any block to your landing page, like:

  • Headlines
  • Text
  • List
  • Button
  • Image
  • Video

Just click on the block and drag it onto your landing page. Like this, you can add CTA buttons, lists, images, and more.

Add block to landing page

In addition to these blocks, you can also use Advanced blocks. You’ll see options to add optin and contact forms, countdown timers, and icons.

These elements are specifically designed to increase lead generation. Again, just drag and drop the block you want to add to your landing page.

Add advanced block to landing page

You can even add social media profiles and testimonials to serve as social proof.

Testimonial block in SeedProd

SeedProd even comes with eCommerce blocks like product grids, and ‘add to cart’ and ‘checkout’ buttons.

Then, you can also choose from prebuilt layouts under the Sections tab.

Sections in SeedProd

From here, you can add:

  • Headers
  • FAQ
  • Call to Action

And more.

To add a section to your landing page, hover over it and click the plus icon.

Select SeedProd section

Then, the section will be added to your landing page.

SeedProd new section on landing page_

SeedProd also lets you keep your landing page similar to the rest of your website.

Click on Global Settings. Then, you can see the color, font, and background image.

Global settings in SeedProd

From here, you can customize the colors, fonts, and background to match your website.

Save your design as you work by clicking the Save icon at the top of the builder.

Step 4: Connect Your Email Service Provider

Growing your email list is simple with your SeedProd landing page. You can connect with your email service provider takes just a few minutes.

This lets you tap into marketing automation to trigger automatic emails to those that sign up.

Head over the top of the editor and click Connect.

Connect SeedProd to email_

Find your email service provider and click Connect. Then, follow the prompts.

Connect SeedProd to email service provider select

Now, email addresses will be automatically added to your email service provider.

OptinMonster also lets you integrate with Google Analytics, Zapier, and Recaptcha to add more functionality to your page and track its performance.

Step 5: Configure Your Landing Page Settings

The next step is to configure your page settings.

Here you can edit SEO settings for search engines and customize your header.

SeedProd Page Settings_

Step 6: Preview and Publish Your Landing Page

Once you are ready, you can preview and publish your landing page.

At the top-right corner of the SeedProd builder, you’ll see options to preview your page or save it. There’s also a Mobile Preview option at the bottom of the taskbar on the left. This lets you see how it would look on mobile devices.

If you click on the arrow next to the ‘Save’ button, you’ll get a dropdown menu with the ‘Publish’ option.

Preview and publish SeedProd landing page

You’ll get a notification when your landing page is published.

SeedProd Publish notification_

That’s it. You’ve successfully learned how to create a landing page in 10 minutes.

SeedProd is a great landing page builder for any business!

Its built-in marketing tools make it easy for marketers, small business owners, and eCommerce sites to get the most out of their landing pages.

Landing Page Essentials: OptinMonster

OptinMonster

OptinMonster is the best lead generation tool. It lets you turn any web page into a lead generation machine.

It lets you easily design stunning pop-up campaigns in a drag and drop builder. So instead of creating separate landing pages, you can add this optin form to existing web pages where you would like it to appear.

OptinMonster is beginner-friendly and also has features like custom CSS for advanced users.

With OptinMonster, you’ll get access to:

  • 100+ campaign templates that you can easily customize.
  • Responsive designs so they look good on any device.
  • Powerful targeting features to segment audiences and personalize campaigns based on the user’s activity, behavior, and interest on your site.
  • Campaign triggers like on click, time spent on page, scroll depth, and more.
  • Email integration with popular email marketing services and CRM like Constant Contact and Mailchimp.
  • A/B testing and actionable insights

Check out How The Advisor Coach Increased Conversions 3X using inline forms among other campaign types from OptinMonster.

If you haven’t signed up for OptinMonster yet, you can get started right away with a 100% risk-free account:

Get OptinMonster Today!
BONUS: Done-For-You Campaign Setup ($297 value) Our conversion experts will design 1 free campaign for you to get maximum results – absolutely FREE! Click here to get started →

I hope you found this article helpful in learning how to create a landing page. If you did, you might want to check out these resources on landing pages:

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How to Create a NPS Survey in WordPress https://optinmonster.com/how-to-create-a-nps-survey-in-wordpress/ https://optinmonster.com/how-to-create-a-nps-survey-in-wordpress/#respond Sun, 10 Aug 2025 15:00:00 +0000 https://optinmonster.com/?p=173212 Want to know how to create an NPS survey in WordPress? 03156181888 mas A net promoter score (NPS) survey helps you understand how loyal your customers are to your company. It’s an important metric for keeping your customers happy and your business healthy. In this article, we’ll show you how to create an NPS survey …

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Want to know how to create an NPS survey in WordPress? 03156181888 mas

A net promoter score (NPS) survey helps you understand how loyal your customers are to your company. It’s an important metric for keeping your customers happy and your business healthy.

In this article, we’ll show you how to create an NPS survey on your WordPress site.

What Is An NPS Survey?

NPS stands for Net Promoter Score. It’s widely considered the gold standard metric of customer feedback, and asks one simple question:

“How likely are you to recommend this company/product/service to a friend or colleague?”

Customers pick an answer from a 10-point Likert scale, with 0 being the least likely and 10 being the most likely.

NPS scores are categorized like this:

  • 9-10: Promoters who will likely keep buying and referring others to your business
  • 7-8: Passives who are happy enough but unlikely to share and possibly vulnerable to competitors
  • 0-6: Detractors who are unhappy and may speak negatively about your business

To calculate the Net Promoter Score, you subtract the percentage who are Detractors from the percentage who are Promoters. Passives have less effect on your NPS score.

For example, if 50% of your customers are Promoters and 20% are Detractors, your NPS score would be 30. Typical NPS scores vary across industries.

There’s an important difference between liking a product enough to buy and use it, and liking it enough to share it with others. In some ways, Net Promoter Score surveys measure what kind of social proof you as the business owner can expect from that particular customer.

Types of NPS Surveys

There are 2 main types of NPS surveys: relational and transactional.

Relational NPS surveys are conducted on a regular basis among your existing or potential customers. This provides long-term data on overall customer loyalty.

Transactional NPS surveys are sent after a customer interacts with your company. That could be making a purchase, talking to customer service staff, or installing your product. Transactional NPS surveys provide detailed feedback about customer satisfaction on each step of the customer journey.

You can conduct NPS surveys about practically anything, such as specific products, different brick and mortar locations, pages on your website, staff members, marketing channels, and more.

NPS Survey Questions

The core question of an NPS survey is simple: “How likely are you to recommend this to a friend or colleague?”

For more detail, you can follow up with a question about why they scored the way they did. You can also use conditional logic to ask specific follow-up questions for each group:

  • Promoters: What do you like most about us?
  • Passives: How can we make your experience better?
  • Detractors: How did we disappoint you and what can we do to make things right?

If you want to gather more customer experience data, you can ask for permission to follow up by phone or email.

Keep your NPS survey as short as possible. Only the core question should be required. All other questions should be optional.

If you’re a visual learner, here’s an NPS survey template showing which questions to ask and when:

Now let’s see how to create an NPS survey in WordPress.

How to Create an NPS Survey on Your WordPress Website (5 Step Guide)

The easiest way to create an NPS survey in WordPress is to use a WordPress survey plugin. We like WPForms.

WPForms is the best drag and drop form builder for WordPress. You can use WPForms to create contact forms, surveys, polls, and so much more.

WPForms is an affordable and beginner-friendly forms plugin for small businesses. It also has plenty of integrations with other tools you’re using in your business.

With WPForms, you’ll have your NPS survey ready in minutes. Here’s how to do it.

Step 1: Create Your Survey

First, you need to purchase a WPForms plan. You’ll need the Surveys & Polls addon, which is available on the WPForms Pro plan or higher.

Once you’ve got your WPForms account, you need to copy your license key and download the plugin file. You can do both of those in the Downloads section of your WPForms account.

Next, go to your WordPress dashboard. Go to Plugins » Add New.

From there, click the Upload Plugin button at the top of the page.

Now, click on the Choose File button and find the WPForms plugin file you downloaded earlier.

Once you do that, click Install Now. WordPress will upload the plugin file and install it for you. Finally you’ll need to click Activate Plugin.

Once you do this, you’ll need to go to WPForms » Settings. Enter your license key under the General tab.

After you enter your license key, go to WPForms » Addons. Find the Surveys and Polls Addon and click Install Addon.

Finally, click Activate.

Now you’re ready to create an NPS survey.

Go to WPforms » Add New to create a new form.

On the setup screen, give your form a name and find the NPS Survey Enhanced Form template. This template will do almost all of the work for you!

The template will start with the following fields:

  • Net Promoter Score core question (Likert scale)
  • Reason for score (paragraph text)
  • Testimonial permission (checkbox)
  • Email address

You can add fields by dragging them from the Fields panel on the left into the form panel on the right. Or you can delete fields you don’t want.

To change the form fields, click on the field and change what you need in the Field Options panel on the left. You can also drag the fields around to rearrange them.

Step 2: Set Up Conditional Logic

Personalization is a highly effective way to increase your conversion rates. It wouldn’t make sense to ask someone who gave a low NPS score what they love most about the product or company. So let’s use conditional logic to display the appropriate followup question based on the NPS score.

The enhanced NPS survey form comes with conditional logic built in.

If someone answers the NPS field as a promoter (8+), they’ll see a text box asking, What do you like most about us?

Passive answers (7-8) will get a text box asking, What could we do to improve?

And detractors (0-6) will get a text box that says, How did we disappoint you and what can we do to make things right?

Feel free to change these questions to what makes most sense for your business and matches your brand voice. To do that, click on the field you want to edit and select Conditionals in the Field Options panel on the left.

Step 3: Configure Form Confirmations

The next thing you need to do is configure the form confirmation. This is an important part of creating a positive user experience. No one wants to take the time to fill out even a short survey and be unsure whether the form has been received. With WPForms, it’s easy to instantly let visitors know that you’ve received their form.

To edit your form notifications, go to Settings » Confirmation from within the form editor.

You can choose from 3 types of confirmations in the dropdown menu:

  1. Message: This displays a simple text message on the page once the form has been submitted successfully. You can also include a preview of their form after the confirmation message.
  2. Show Page: This takes site visitors to a specific page on your WordPress website. You can create a special thank you landing page and use this confirmation to send visitors there.
  3. Go to URL (Redirect): This takes visitors to a different website. Consider letting them know beforehand that this will happen.

Step 4: Configure Form Notifications (Optional)

You’re probably eager to know when someone fills out your NPS survey. Notifications can let you or a team member know when new form submissions come in.

To edit form notifications, select Settings » Notifications.

You can turn notifications on or off. Unless you disable notifications, the admin email for your WordPress site will get the notification.

You can also add another email address to the Send to Email Address field.

If you use smart tags, you can also send an email to your visitor letting them know their form has been received. This is another customer experience detail to pay attention to. But please note that unless you explicitly ask permission to do so, you cannot add them to your email marketing list.

Read more about how to set up form notifications in WordPress.

Step 5: Add Your NPS Survey To WordPress

Now it’s time to add your NPS survey to WordPress.

With WPForms, you can add your survey just about anywhere using a block, shortcode, or widget.

Let’s take a look at the block embed option first.

Create a new post or page in WordPress, or open an existing one.

Then, click the black square with the plus sign to add a block. Search for WPForms and click on the WPForms block.

The WPForms block will appear. Select your NPS survey form from the dropdown.

That’s it! You can add anything else you need to the page or post and then click Publish in the upper right corner.

To use a shortcode, go to WPForms » All Forms. Look for the shortcode for the form you want to add. Simply copy and paste this wherever you want to add the form.

Finally, you can use widgets to add your NPS survey to your sidebar or footer.

Go to Appearance » Widgets. You’ll see the different widget areas available in your theme. Click on the widget area where you’d like to add your NPS survey.

Next, click on the plus symbol to add a block. Find the WPForms widget and click on it. Choose your NPS survey from the dropdown menu.

You can choose whether to display the title or description of the widget. Most of the time it’s probably okay to leave these out.

How to See Your NPS Score

As you get NPS surveys back, WPForms will automatically calculate your NPS score.

To see your NPS score, go to WPForms » All Forms. Next, hover over the form name to see the extra menu items. Click on Survey Results.

You’ll be able to see your overall NPS score, as well as the number of promoters, passives, and detractors.

How and When to Send NPS Surveys

You can send relational NPS surveys periodically to customers through your email marketing service. You can also post the survey link on social media and on popup campaigns on your website.

Transactional NPS surveys should go out after customer interactions, so email is usually a more reliable and targeted way to send those. You can also include links to your NPS survey in help tickets or live chat conversations.

To get more responses, you can add your NPS survey to an OptinMonster popup campaign using a shortcode.

OptinMonster Homepage

OptinMonster is the best popup builder for showing your survey to the right people at the right time.

It’s easy to add your NPS survey shortcode to an OptinMonster campaign. Your survey will retain the style settings from WPForms even in the OptinMonster campaign.

You can then use OptinMonster’s targeting rules to show the survey to past visitors, existing subscribers, new customers, and other precise segments of your audience. With Exit-Intent® Technology and MonsterEffects™, you can attract and convert more visitors to fill out your NPS survey.

Congratulations! Now you know how to create an NPS survey in WordPress.

Bonus tool: You can also use the powerful UserFeedback plugin from MonsterInsights to create user-friendly NPS surveys.

userfeedback homepage

Once you’ve created your survey, you can add it to any page or post on your website using a shortcode or widget. The plugin also provides analytics and reporting features to help you understand your NPS scores and take action based on the feedback you receive.

Did you know you can use NPS scores to segment your email list and send personalized content accordingly? Learn more and check out our list of 50 ways to segment your email list.

You can also learn more about the best WordPress survey plugins available today.

Ready to gather NPS data the easy way? Get started with WPForms today!

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How to Add Google Analytics to WordPress (3 Easy Methods) https://optinmonster.com/google-analytics-wordpress/ https://optinmonster.com/google-analytics-wordpress/#respond Thu, 17 Jul 2025 13:00:00 +0000 https://optinmonster.com/?p=133883 If you want to accurately track the success of your WordPress website, your first step is to learn how to add Google Analytics to WordPress. Google Analytics, currently in version GA4, is a powerful tool for making data-driven decisions that are going to help your eCommerce store or publishing site succeed. If you’ve ever been …

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TL;DR: How to Add Google Analytics to WordPress (The Easy Way)

The fastest way to set up Google Analytics (GA4) on WordPress is with MonsterInsights — no coding required. Here’s how:

  1. Install the MonsterInsights plugin (free or Pro).
  2. In your WordPress dashboard, go to Insights → Launch Setup Wizard.
  3. Connect your Google Analytics account and choose your GA4 property.
  4. Click Complete Connection — and you’re done!

You’ll start seeing traffic reports directly inside your WordPress dashboard.

Want more control? You can also add GA manually using WPCode or theme settings (see below).

If you want to accurately track the success of your WordPress website, your first step is to learn how to add Google Analytics to WordPress.

Google Analytics, currently in version GA4, is a powerful tool for making data-driven decisions that are going to help your eCommerce store or publishing site succeed. If you’ve ever been intimidated by Google Analytics in the past, don’t worry! We’re with you every step of the way.

In this article, I’ll show you how to add Google Analytics to your WordPress site.

Here’s an overview of what you’ll learn in this post:

Let’s get started.

Why Is Google Analytics Important?

Google Analytics is a free, comprehensive analytics solution for your website.

Understanding your website analytics is key to growing your site’s traffic. That, in turn, leads to increased subscribers and then, to boosting revenue.

With Google Analytics on your website, you’ll be able to track all of the data that you need to get actionable insights to grow your business, eliminating the question of what you should be doing.

With Google Analytics, you can get site statistics like:

  • Number of website visitors
  • Where visitors are coming from (referral links)
  • What content on your site is most popular
  • And a ton more

So, why is Google Analytics important?

Here are some of the ways Google Analytics helps improve your business marketing strategy:

  • Learn More About Your Visitors: Using Google Analytics for WordPress helps you track and collect information about your visitors. The more data you have, the more you can personalize your content marketing strategy.
  • Understand How Visitors Interact With Your Content:  Track what your visitors are doing while they’re on your site. You’ll be able to see things like what pages they visit, how long they stay on your website, what pages they stay on the longest, and more.
  • Discover How Visitors Find Your Website: Having Google Analytics on WordPress also gives you essential tracking info about how visitors find your site in the first place.
  • Troubleshoot When Things Go Wrong: With Google Analytics data at your fingertips, if you notice any abnormalities in traffic or sales, you can fix those problems much faster and reduce unnecessary losses.

The bottom line is that when it comes to digital marketing, knowledge isn’t just power; it’s also profit.

Now let’s turn our attention to how you can sign up for Google Analytics in the first place.

How to Sign Up for Google Analytics

Google Analytics is available for free. All you need is a Google account to sign up. It only takes a few minutes to create a Google Analytics account for your website. Below, I’ll provide step-by-step instructions for getting started with GA4.

Step 1: Sign in to Google Analytics

Visit the Google Analytics website and click the blue Get started today button.

The Google Analytics homepage. There's a blue "Get started today" button in the upper right corner.

Next, you’ll be prompted to sign in to your Google account. If you don’t already have a Google account, click the Create account link. Otherwise, simply log in.

Sign-in page for Google Accounts

After you’ve signed into your Google account, click the Start measuring button on the next screen.

Webpage with the heading "Welcome to Google Analytics." There's a blue button that says "Start measuring."

Step 2: Create Your Google Analytics Account

At the top of the screen, you’ll see a progress bar with the 5 sections you’ll need to complete. The first is Account creation.

You’ll be creating the account that you’ll use to access Google Analytics. You can monitor multiple websites within a single account.

Under Account details fill out the Account name. This should likely be your business name or perhaps even your own name if you’re an independent contractor. Remember, this is the name of your account, not the individual website or app that you want to monitor.

The "Create an account" page in Google Analytics. Under "Account details," there's a field for "Account name (Required)"

Next, scroll down to Account Data Sharing Settings. Here, you’ll choose how much data you want to share with Google.

A heading says "Account Data Sharing Settings." Below is a list of setting with checkboxes that users can turn on or off.

Click the Next button at the bottom of the screen.

A blue "Next" button at the bottom of the Google Analytics Account Creation page.

Step 3. Create a Property

Now, you’ll create your Google Analytics property. Your property is the website that you want to track with Google Analytics 4.

Enter an identifying name for your website in the Property name field. Then select the timezone you want to use for reporting and your currency.

Property details in Google Analytics. There's a field for "Property name (Required)." Below, there are dropdown menus for "Reporting time zone" and "Currency."

When you’re finished, click Next.

Step 4: Describe Your Business

Now, you’ll give Google some details about your business. Use the dropdown menu to select an Industry category and select the appropriate Business size. Click Next.

The Business Details page in Google Analytics setup. There's a dropdown menu for "Industry category (Required)." Then, there are radio buttons under "Business Size (Required)." Options range from "Small - 1 to 10 employees" to "Very Large - 501+ employees."

At the bottom, there are "Back" and "Next" buttons

Step 5: Choose Business Objectives

Your next step is to select your primary business objectives. These selections help Google Analytics create more personalized reports.

Under "Choose your business objectives," there are multiple choices with checkboxes. The choices are: Generate leads, Drive online sales, raise brand awareness, Examine user behavior, and Get baseline reports

Click Create. Doing so will trigger a popup with the Google Analytics Terms of Service agreement.

Google Analytics Terms of Service Agreement popup.

To proceed through the TOS, you’ll need to:

  1. Click the checkbox beside “I also accept the Data Processing Terms as required by GDPR.”
  2. Scroll down and click the checkbox beside “I accept the Measurement Controller-Controller Data Protection Terms for the data that I share with Google.”
  3. Click the I Accept button.

Step 6: Set Up Data Collection

The final step in creating your GA4 account is to set up a data stream.

You can set up multiple data streams within your property. For instance, you might have separate data streams for your website, Android app, and iOS app.

Under Start collecting data, you’ll be prompted to choose a platform. Since we’re focusing on WordPress websites today, choose Web.

The "Start collecting data" page in Google Analytics. Under "Choose a platform," the options are: Web, Android app, and iOS app.

Now, you’ll enter your Website URL and choose a Stream name.

When you click the Create & continue button, you’ll see the Google tag code that you’ll need to add to each page of your website.

In the next section of this tutorial, I’ll show you several methods for adding Google Analytics to WordPress. You won’t need this code if you use the first method, which involves installing MonsterInsights. For the other methods, you’ll need to copy this Google Analytics tag and keep it handy.

How to Add Google Analytics to WordPress

There are many ways to add Google Analytics to WordPress. I’m going to show you the 3 easiest ways.

I’ll start with the simplest and most helpful method: using MonsterInsights.

Method 1: Connect to Google Analytics With MonsterInsights (Recommended)

MonsterInsights is the easiest and best way to add Google Analytics to WordPress websites. This premium WordPress plugin not only lets you connect your site to GA4 without any code, but it also lets you track your website data directly from your WordPress dashboard.

GA4 is a complicated beast, but MonsterInsights lets you view easy-to-understand reports without even leaving your WordPress account. You can monitor your site’s performance, user behavior, sales, and more.

An example screenshot of reports you can see directly in your WordPress dashboard by using MonsterInsights. Analytics include sessions, pageviews, device breakdown, conversion rate, revenue, and more.

You have 2 options to get started with MonsterInsights:

  1. Choose a premium MonsterInsights plan to unlock the full power of the plugin’s WordPress analytics features. If you’ve never installed a premium plugin, check out these instructions from MonsterInsights.
  2. Download the free MonsterInsights Lite plugin. However, the tracking options are very limited for the free version. If you’ve never installed a free plugin in WordPress, you can follow MonsterInsights’ instructions here.

Either way, MonsterInsights lets you easily add Google Analytics to your WordPress site, without needing to handle any code.

How to Add Google Analytics to WordPress With MonsterInsights

With MonsterInsights, you don’t have to touch any code to connect your website to GA4. Simply follow these steps.

Step 1: After installing and activating MonsterInsights, click Insights in the left menu in your WordPress dashboard. This will take you to your MonsterInsights settings. Click Launch Setup Wizard.

Screenshot of WordPress dashboard. "Insights" in the left menu is selected. The user is prompted to click "Launch Setup Wizard."

Step 2. Select your website category and click Save and Continue.

MonsterInsights setup asking which category best describes your website: Business Website, Publisher (Blog), or Ecommerce.

If you’ve purchased a paid plan, you’ll then be prompted to enter your License Key. If you’ve already entered your key or are using the free plugin, you won’t need to.

Step 3: Connect MonsterInsight to your Google account.

First, click Connect MonsterInsights.

Connect MonsterInsights button. Click this to start the process of adding Google Analytics to WordPress.

You’ll see an Authorizing message for a few moments before you see a message prompting you to connect MonsterInsights to your Google Analytics account. Click Continue & Connect to Google.

Heading says "Let's get you connected!" 
The text explains that you'll:
1. Select which account you use for google Analytics, 
2. Select which website you want the MonsterInsights plugin to use, 
3. Grant the plugin the ability to generate reports from that property.

At the bottom, there's a "Continue & Connect to Google" button.

Next, sign in to the Google account that you used to set up your Google Analytics account.

After signing in, you’ll be prompted to allow MonsterInsights to access your Google account.

Step 4: Connect Google Analytics to your website.

Because you’ve already set up your Google Analytics account and property, you’re just a couple of clicks away from connecting your WordPress site to GA4.

Use the dropdown menu to select the Property name for your website, and click Complete Connection.

And that’s it! The rest of the MonsterInsights setup wizard involves recommended settings and enabling various features. But once you’ve clicked Complete Connection, you’ve successfully connected Google Analytics with your WordPress site. You’ll be able to track your site’s analytics with MonsterInsights in your WordPress dashboard, and you’ll also be able to run full reports and explorations in GA4.

Best for Beginners
Use MonsterInsights if you want Google Analytics set up fast, with no code, and prefer seeing reports right inside WordPress.

Method 2: Add the Google Analytics Tag Using the WPCode Plugin

Here’s how to add Google Analytics by adding the code to your site’s header using the WPCode plugin (formerly known as Insert Headers and Footers by WPBeginner).

Note that this method does not allow advanced tracking configurations. You also won’t be able to view Google Analytics data in your WordPress dashboard, as you can with MonsterInsights.

Step 1: Install and activate WPCode. Click Plugins > Add New Plugin, and search for “WPCode” in the search box. Click Install Now beside WPCode in the search results.

Searching for the WPCode plugin within the WordPress dashboard

After a few seconds, the Install Now button will change to say Activate. Click Activate.

Step 2: Add your Google Analytics tag to your header.

After installing and activating the plugin, click Code Snippets > Header & Footer in the left menu. You can now paste the code that you copied when you set up your Google Analytics property. Click Save Changes.

"Code Snippets" and "Header & Footer" are selected in the WordPress left menu. In WPCode, paste your Google Analytics tag into the "Header" section to add Google Analytics to your WordPress site.

Method 3: Add Your Google Analytics Tag in WordPress Theme Settings

Another way to add Google Analytics to WordPress is to paste your tag into the <head> code in your WordPress theme’s settings.

This may sound complicated, but most themes make it pretty easy.

For instance, Divi users can add their Google Analytics tag in just a few clicks.

All you need to do is click Divi > Theme Options in the left panel of your WordPress dashboard. Then select the Integration tab.

Within the Divi Theme Options, the "Integration" tab is selected. There's a code field beside "Add code to the <head> of your blog." Paste your Google Analytics tag in that field to connect your WordPress site to Google Analytics.

You’ll see an option to Add code to the <head> of your blog. Simply paste your Google Analytics tag into that code field.

Now, you’ll be able to track your website data in GA4.

Note: If you’re confident in your knowledge of PHP, you can add your Google Analytics tag code to your site’s header.php or functions.php file. However, this method can be risky, and you’ll lose your tag anytime you update your WordPress theme. I highly recommend using a plugin like MonsterInsights or WPCode, or I recommend editing the <head> code in your theme settings as a secondary option.

Which Method Should You Use?

MethodSkill LevelCode-Free?Dashboard Reports?Best For
MonsterInsightsBeginner✅✅Most users and site owners
WPCodeIntermediate❌❌Lightweight tracking setup
Theme SettingsAdvanced❌❌Developers and custom themes

Grow Your WordPress Website With Google Analytics

Whichever method you choose, you’ll now be able to track the performance of your WordPress website in Google Analytics.

With MonsterInsights, you don’t have to worry about learning all of the complicated reporting in GA4. Instead, you’ll be able to view reports and data right in your WordPress dashboard!

Click here to get started with MonsterInsights, the best Google Analytics WordPress plugin on the market!

By tracking your website’s performance, you can work toward increasing your traffic. Want to convert those visitors into subscribers and customers? OptinMonster’s popups, floating bars, and other onsite campaigns help you grow your email list and make more sales!

Get Started With OptinMonster Today!

Related Resources:

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WordPress Coming Soon Page Examples and How To Make One https://optinmonster.com/how-to-create-a-coming-soon-page-in-wordpress/ https://optinmonster.com/how-to-create-a-coming-soon-page-in-wordpress/#respond Tue, 15 Jul 2025 02:00:00 +0000 https://optinmonster.com/?p=130332 Are you planning to create a ‘Coming Soon’ page for your online business? Do you want Coming Soon page examples from real-life brands for inspiration? Coming Soon pages can be a valuable asset to your content marketing strategy. They allow you to generate new leads before your page is up and improve user experience (UX) by keeping visitors …

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Are you planning to create a ‘Coming Soon’ page for your online business? Do you want Coming Soon page examples from real-life brands for inspiration?

Coming Soon pages can be a valuable asset to your content marketing strategy. They allow you to generate new leads before your page is up and improve user experience (UX) by keeping visitors informed about your new site.

That’s why, in today’s tutorial, I’m going to show you 5 Coming Soon page examples. I’ll also walk you through a step-by-step tutorial on how to create a Coming Soon page in just a few minutes.

But before I show you the Coming Soon page examples, let’s first discuss why you need a Coming Soon page.

Here’s everything that I’ll cover in this article:

Why You Need a Coming Soon Page

Coming Soon pages are often written off as placeholders or filler pages. While Coming Soon pages do serve that purpose, they also do much more than that.

A Coming Soon landing page is an effective lead generation tool. You can use it in many ways to kick off your marketing campaign before an official product launch, startup, or blog site.

Here are a few great ways I have seen OptinMonster customers effectively use their own Coming Soon launch page:

  • Lead Generation: You can collect emails from prospective customers who visit your site before it’s ready.
  • Gauge User Interest: Learn how your current marketing channels are driving traffic to your site by tracking how many users land on your Coming Soon page.
  • Generate Buzz: Effective Coming Soon pages are persuasive landing pages that get people talking about your product. You can use this to get a headstart in your marketing, launch a pre-sale, or start generating revenue before the launch.
  • Improve SEO: You can use a Coming Soon page to rank for the right keywords that will attract the right audience. This is a neat way to improve your search engine optimization (SEO).

In short, Coming Soon pages are great for getting people pumped.

You can use them to give early access, sneak peeks, and tease new product releases. Or, you can create one to invite beta testers, collect pre-orders, or roll out discounts.

Now that we know why you would want a Coming Soon page, let’s look at a step-by-step tutorial on how to make one.

How To Create a Coming Soon Page

Since this tutorial is focused on creating pages for WordPress sites, you’ll need to install and activate the SeedProd plugin.

SeedProd is the world’s best landing page builder that allows you to create beautiful Coming Soon pages in minutes:

coming soon page

SeedProd offers tons of templated options to build your Coming Soon page fast. It also has a drag-and-drop editor so you can add custom features to your site’s Coming Soon page.

SeedProd works with all popular WordPress themes and is loaded with features for site owners, marketers, bloggers, or freelancers to make the most of their Coming Soon page.

And since it’s a plugin, getting started couldn’t be easier. Simply download and activate SeedProd to get started:

coming soon page example

Never downloaded a plugin before? No worries. For step-by-step instructions, check out this WPBeginner post about how to install a WordPress plugin.

Once you activate the plugin, go to SeedProd » Settings to enter your license key.

coming soon page examples

You can find your license key in your account on the SeedProd website.

Copy the key and paste it in the License Key field:

coming soon page tutorial

Then, click on Verify Key.

Next, head to SeedProd » Pages from the WordPress dashboard and click on the Set up a Coming Soon Page button:

how to create coming soon

Next, you’ll need to choose a template.

Like I mentioned earlier, SeedProd offers 350+ professionally designed landing page templates you can use. You can find responsive templates for all kinds of pages, such as:

  • Homepage
  • Pricing Page
  • Webinar
  • 404 Error Page
  • Sales Page

If you can’t find a specific template design that fits your needs, you can use SeedProd’s free landing page template to create custom landing pages within just a few clicks.

Back to our tutorial, you can select one from one of the Coming Soon page templates to get started.

Hover over any template you like and click on the check icon to use it:

how to add coming soon page

After you choose a template, you’ll land on SeedProd’s drag-and-drop page builder where you can customize your Coming Soon page.

On the left panel, you can see all of the landing page blocks you can add to your page. And on the right side, you can see a live preview of how your Coming Soon page looks:

tips to create coming soon page

You can click on any existing element on the template to edit it. For example, if you want to change the headline, click on the Get Ready text and write your copy:

coming soon pages

You can also change the text size, alignment, font, and more.

To add new elements to your Coming Soon page, you can drag one of the pre-built landing page blocks from the left and drop it in place on the right.

SeedProd has a ton of ready-to-use blocks to help you boost conversions on your Coming Soon page including:

  • Images
  • Videos
  • Giveaways
  • Countdown timers
  • Optin forms
  • Social media profiles
  • WooCommerce blocks

I suggest you add a countdown timer to your Coming Soon page to let visitors know when your site will be live:

coming soon page tutorial

I also recommend adding a signup form so you can start building your email list early on.

Once you are done designing your Coming Soon page, go to the Connect tab to connect your optin form to your email marketing service provider:

coming soon step by step

SeedProd integrates with all of the top email marketing platforms including MailchimpDripActiveCampaign, and GetResponse.

I’ll use Constant Contact for this tutorial since it has plenty of beginner-friendly features that you can scale based on your growing needs.

Back to the integration, click on Constant Contact and click on the Connect to Constant Contact button.

Follow the prompts to log in to your Constant Contact account. For instance, copy the API key and paste it into SeedProd:

coming soon page tutorial

When you are done, click Connect.

Now when visitors provide their email address through your Coming Soon page, they’ll automatically be added to your email list.

Next, it’s time to publish your Coming Soon page.

In the top right corner, click on the Save button to save your progress. Then, click the Publish button from the dropdown menu to make your Coming Soon page publicly available:

coming soon page

After your Coming Soon page is published, exit the builder by clicking on the close button.

Finally, you can enable the Coming Soon mode on your site. This will make people visiting your site will only see the Coming Soon page you just created.

To do this, go to SeedProd » Pages and switch the toggle under the Coming Soon Mode section from Inactive to Active:

coming soon page example

And that’s it!

Your Coming Soon website is now live to the world!

This page will now hide your under-construction or pre-launch page and at the same time get subscribers and potential customers:

launching soon page

Now that you know how to create a Coming Soon page, I’ll share a couple of advanced functionalities that SeedProd offers for you to make the most of the tool:

  • How To Add a Maintenance Mode Page
  • Advanced Settings for Coming Soon Page

Adding a Maintenance Mode Page

If your under-construction or Coming Soon website is due for scheduled maintenance or server downtimes, it’s better to create a ‘Maintenance Mode’ page.

The Maintenance Mode page notifies search engines that the site is unavailable. It will return a 503 header status as recommended by Google and will tell search engines to return in a day.

It’s really simple to show a maintenance mode page instead of a Coming Soon page in SeedProd. Here’s how to do it:

From SeedProd » Pages, you’ll just need to select Set up a Maintenance Mode Page instead of Coming Soon Mode:

coming soon page examples

From there, you can follow the same steps that I mentioned above to make changes to your page.

Advanced Settings for Coming Soon Pages

We love SeedProd because it’s such a powerful plugin that’s easy enough for beginners. But it also has advanced features that make it stand out from the other Coming Soon mode plugins out there.

Let me list them out for you:

  1. SEO Tools
  2. Manually Include or Exclude URLs
  3. Access Control

1. SEO Tools

SeedProd makes it easy to add custom site titles and a meta description for your Coming Soon page. This means that your site can be indexed using the same title and description that you’ll use once it’s live. This will prevent you from confusing Google once the page goes live.

Learn how to write a high-converting meta description to really kick your rankings into high gear and get you started on the right foot.

And if you’re using an SEO plugin like All in One SEO, you can use SeedProd’s SEO settings page as a shortcut to its optimization settings:

coming soon

2. Manually Include or Exclude URLs

What if you have had a blog for years, but you are finally ready to take the plunge and monetize? You may decide that you want to leave your blog open and only hide the parts of your site that will be part of the new eCommerce site.

With SeedProd, you can easily do that:

coming soon page

3. Access Controls

If you work on client sites you can give them a secret URL where they can bypass the Coming Soon page and see a live version of their site:

coming soon pages

What If You Don’t Use WordPress?

There are tons of website builders out there and many of them will let you add a Coming Soon page for your online store.

If you have checked the support for your web builder and they don’t make it easy to create a Coming Soon page, consider switching over to WordPress.

Or you can give Wix a try. You’ll find tons of website templates and Coming Soon page designs for your site.

For more help with Wix, check out this helpful resource: Wix Email Capture: 5 Ways to Grow Your Mailing List.

5 Coming Soon Page Examples

Here are 5 Coming Soon page examples for you to take inspiration from when you are ready to build your own Coming Soon website:

  1. SeedProd Demo Coming Soon Template
  2. BackPacker Travel 2.0
  3. Fixers
  4. Les Mains dans les Cambouis
  5. Maria Mentiras

1. SeedProd Demo Coming Soon Template

coming soon examples

This is a demo Coming Soon page that we created with SeedProd, it’s the best landing page builder with built-in Coming Soon mode.

The under-construction page includes a video, which is an engaging way to teach visitors more about your product or service. Or even give them a teaser or trailer to build hype and show them what they can expect.

It also has a countdown clock to let visitors know when the site will be live. This kind of value proposition is perfect for building excitement and drawing traffic right from the site launch date.

Finally, there’s an optin form to collect email addresses and social media icons to redirect users to the site’s social profiles for even more exposure.

2. Backpacker Travel 2.0

best coming soon page examples

This is a perfect Coming Soon page example for many reasons. It has a sleek image in the background, an email signup form, and icons that link to the company’s social media accounts.

Notice the clever play of words in the CTA copy. Instead of saying something simple like ‘sign up’ or ‘subscribe now,’ the CTA promises to send people notifications once they sign up. This makes it look like the user is at the center of this offer, not the other way around.

In the end, it’s easy to see how this imagery and copy would appeal to the site’s target audience.

3. Fixers

top coming soon page examples

Again, the image here is awesome. They even modified the CTA (call to action) button to be more unique than the generic options. For instance, opting into Take Me Away is much more enticing than Subscribe Now.

The only thing I might change on this Coming Soon page is the text under the headline. The smaller subject colors clash with the bike rider’s white shirt, which is a bit hard on the eyes.

A good way around this is to put a black square background behind the text to make it stand out a bit more. You can modify the background’s opacity to make sure the image still shines through.

You can see that our previous Coming Soon page example, by Backpacker Travel 2.0, did this with their entire campaign. This helps the website design but also makes it easier for visitors to read the text.

Otherwise, this is an awesome example of a website Coming Soon page.

4. Les Mains dans les Cambouis

coming soon examples

The French company, Les Mains dans les Cambouis uses a simple and clear Coming Soon page design that contrasts the text and background images nicely.

What really stands out here is the white logo of the company with the fun font family. This leads your visitors’ eyes down toward the CTA button where they can enter their email address.

Also, props to them for adding social sharing buttons so that users can spread the word about the new site launch organically in their online circles.

5. Maria Mentiras

brand examples coming soon pages

This is a great example that sometimes less is more. It doesn’t have over-the-top headline copy, extravagant design, or long contact forms for people to fill in.

The design is simple but eye-catching and looks like it was taken from a high-quality camera of the restaurant itself. Then the image was darkened to make the main text stand out.

Finally, the wording is straight to the point: Coming Soon.

While we would recommend coming up with something a bit more powerful, this Coming Soon page example shows that you don’t need to be an expert copywriter to put up professional Coming Soon pages in minutes.

And that’s it for today! Now you know how to create a lead-generating Coming Soon page for your WordPress site. And you know where to turn if you’re not a WordPress user.

Use Coming Soon Pages for a Successful Launch

With a compelling coming soon page, you can build anticipation, capture leads, and ensure a smooth launch. So get creative, and start generating excitement for what’s to come!

I hope you found this article helpful. If you did, you might also want to check out the following resources:

These posts will have everything you need to improve your online presence, grow your list, and get higher conversions today.

Once your new website is launched, you’ll also need a lead generation tool to add even more subscribers to your contact list.

For that, sign up 100% risk-free to OptinMonster, the world’s #1 lead generation tool.

The post WordPress Coming Soon Page Examples and How To Make One appeared first on OptinMonster.]]>
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How to Create a Contact Form on WordPress the Super Easy Way https://optinmonster.com/how-to-create-a-contact-form/ https://optinmonster.com/how-to-create-a-contact-form/#comments Mon, 14 Jul 2025 12:00:00 +0000 https://optinmonster.com/?p=133503 Want a fast way to add a contact form to WordPress without writing code? In this tutorial, we’ll show you how to create a fully functional contact form in under 10 minutes using WPForms. Whether you’re building your first site or managing a growing business, a contact form helps you capture leads, offer support, and …

The post How to Create a Contact Form on WordPress the Super Easy Way appeared first on OptinMonster.]]>
Want a fast way to add a contact form to WordPress without writing code? In this tutorial, we’ll show you how to create a fully functional contact form in under 10 minutes using WPForms.

Whether you’re building your first site or managing a growing business, a contact form helps you capture leads, offer support, and build trust with your audience.

Quick Summary: How to Create a WordPress Contact Form

  1. Install the WPForms plugin
  2. Choose a contact form template
  3. Customize your form using drag-and-drop
  4. Configure notifications and confirmations
  5. Add the form to your page or post
Table of Contents

Choosing a WordPress Plugin for Contact Forms

Before starting this tutorial, we need to pick a plugin to create our contact form. Previously, we’ve handpicked the best WordPress contact form plugins for you.

For this tutorial, we’ve chosen WPForms because it’s the best WordPress contact form plugin. It has all the features and functionality you’re looking for in a form-building tool.

wpforms homepage

There are quite a few free and paid WordPress plugins for contact forms out there, but we firmly believe that WPForms is hands down the best option out there.

Plus, you can use WPForms Lite to create a free, simple WordPress contact form. Then, when you’re ready for more advanced features, you can upgrade to WPForms Pro.

With WPForms Pro, you get access to survey reports, user registration forms, payment forms (for eCommerce), post submission forms, smart conditional logic, conversational forms, and a lot more, all without touching any code.

This is the perfect solution for all kinds of businesses. Not only can it collect contact information (which we’ll teach you how to do in a minute), but it can take payments through PayPal and Stripe too.

That means it has your entire sales funnel covered from start to finish!

It also works with all of your WordPress themes to get all kinds of forms on your site FAST.

Of course, both WPForms Lite and WPForms Pro come with the intuitive drag and drop form builder to make building forms a breeze.

Let’s jump right into our tutorial so you can learn how to create a WordPress contact form.

How to Create a Contact Form on WordPress Using WPForms

Let’s walk through how to create a contact form for a WordPress website. This can be done in 5 simple steps.

Even better is that after you create your first form, this goes down to just 4 steps!

Before we get started, we did want to offer a more detailed resource from WPBeginner on installing WordPress plugins. We will go over it in our tutorial, but this will be helpful if you are new to WordPress or need some extra help.

Step 1: Install WPForms

First, you’ll need to install the WPForms on your WordPress site.

To do this, log onto your WordPress site and go to Plugins >> Add New.

Search for WPForms and then click on Install Now.

WPForms plugin install

Once the plugin installs, notice that the button you just clicked is now blue and says Activate. Click on that button.

Activate WPForms plugin button

Now, you should see a welcome message from WPForms, including a tutorial video and buttons to Create Your First Form and Read the Full Guide.

wpforms welcome message

Go ahead and click on the Create Your First Form button. This will take you to the form builder.

You can get to the form builder for future forms by clicking on WPForms on the left side of your site’s WordPress admin dashboard. Then, select Add New.

Step 2: Select Your Contact Form Template

We are now ready to create a contact form for your WordPress website.

First, pick a name for your form and put it in the Form Name field. Use something descriptive so you can find it later.

Next, we will choose a template.

WPForms does allow you to design a form from scratch. However, the tool has a variety of templates to make getting a contact form on your WordPress site even easier.

Let’s go ahead and select the Simple Contact Form.

name your form and select the simple contact form template

By using a template, the contact form will automatically include some commonly used fields, saving you from the guesswork.

For instance, the Simple Contact Form includes fields to collect the person’s name, email, and message.

But, what if you want to collect EVEN MORE information than that? Then, keep reading.

Step 3: Design Your Contact Form

The next step in our tutorial on how to create a contact form is all about design.

Looking over the simple contact form, you can use it as-is without changing anything.

wpform contact form builder

Though, if you’d like, you can also add, remove, or move fields by using WPForms’ simple drag-and-drop builder. Just click on the field you want from the left side of the builder and drag it where you want it in your form.

There are also options to add fields like:

  • Checkboxes
  • CAPTCHA
  • Phone number collection
  • Address collection
  • Section dividers
  • Single line and paragraph text
  • And more…

You can also modify your form with custom CSS and HTML. We strongly recommend that this should only be done if you have CSS or coding experience.

When you’re happy with how your form looks, click Save.

Now your WordPress contact form is ready. Up next, we’ll show you how to configure the form settings.

Step 4: Configure Your Contact Form’s Settings

Next up in our guide on how to create a contact form, we will be doing some behind-the-scenes work on your form by customizing the form’s settings.

To get to your settings, click on the Settings tab on the right side of the WPForms builder.

wpforms settings

A list of new tabs will appear on the left side of the builder. In the free plan, you will only have access to 3 of them: GeneralNotifications, and Confirmations.

General Settings

The general settings cover some basic form settings. Here you can configure several things about your form:

  • Form Name- Updates your form’s name.
  • Form Description- Gives your form a description.
  • Submit Button Text- Changes the text on the submit button, including what it shows while the form is processing.
  • Spam Protection- You can enable the honeypot feature to keep bots and spammers from submitting forms. This feature is automatically enabled on all WordPress forms, but unclick this option if you use another form of spam prevention (like CAPTCHA).
  • GDPR Enhancements- You can disable storing entry information and user details, like IP addresses and user agents, to comply with GDPR requirements.

If you do business or contact overseas customers, the GDPR Enhancements is particularly helpful. It keeps small businesses safe from breaking international laws concerning international clients from the European Union (EU).

Notification Settings

When someone submits their information in your WordPress contact form, you will get an email with their data.

You can personalize how these emails will appear in a mail inbox in notification settings.

WPForms automatically send these emails, but you can control some basic settings. To change these settings, go to Settings >> Notifications.

wpforms notification settings

By default, the notification email will go to the admin email for your WordPress site. If you would like this email to go to someone else, type their email address in the Send To Email Address box. You can add multiple addresses, just separate each one with a comma.

The Email Subject Line field is pretty self-explanatory. It’s the email’s subject.

From Name lets you specify which person or company is sending the confirmation email. Most will just use their business name here.

From Email works in a similar way. It is just the display email address that is sending the form responses.

Suppose you accept replies from the notification emails. In that case, you can input the email address they should go to in the Reply-To Email Address field.

Finally, you can customize the actual email address in the Email Message field. By default, it contains the fields in the contact form.

Confirmation Settings

The last setting is for the confirmation message displayed to people who fill out your comment form.

wpforms confirmation settings

In the drop-down menu, you have three options.

You can choose if the confirmation will display as a message, redirect visitors to a different page on your website (Show Page option), or direct them to a specific URL.

If you choose to design a standard “Thank You” or another confirmation page, you won’t need to spend much time here.

Though if you want a simple message to appear as a confirmation, the WPForms builder does let you format the font in either a visual or text editor. This editor is similar to most WordPress-style editors.

Once you finish up, click on Save on the upper right-hand corner of your screen.

Your WordPress contact form is all ready to go! All we have to do now is add it to your WordPress site.

Step 5: Add Your Contact Form to Your WordPress Website

The last step to create a contact form for a WordPress website is to embed your form on a page.

First, click on the Embed button on the top of the builder. You’ll then be asked if you will be embedding the form on an existing page or creating a new page.

We will click on the Select Existing Page button.

wpforms embed form

A list of your WordPress site’s pages will appear in a drop-down menu. Select the page you’d like your contact form to appear on and click the Let’s Go button.

The builder will then take you to your page editor on WordPress.

Click where you would like your contact form to appear and click on the blue button on the upper left corner of your screen. Then, in the search box, type WPForms.

Then, click on the WPForms button that appears.

In the drop-down menu, you’ll see the forms you’ve created. Next, select the one you’d like to display on this page. In this case, we will choose WordPress Form Tutorial.

WPForms embed on page

Click on Update on the upper right of your screen.

And that’s it! Your contact form is now live and working on your website.

That’s all it takes to create a contact form for a WordPress website using WPForms.

How to Use Your WordPress Form

Now that the contact form is live on your WordPress site let’s explore another way to use the form.

Did you know that you can also embed your WPForms contact form into lead generation and conversion campaigns? By connecting your form to a powerful lead generation tool like OptinMonster, you can also use your contact forms to increase conversions and sales.

OptinMonster home page

OptinMonster is the most powerful lead generation tool in the market. It lets you create marketing campaigns like slide-ins, popups, inline forms, and more.

You can embed your contact form inside OptinMonster campaigns and get it to open on click. Check out how Stays.net boosted monthly sales 10% using this OptinMonster on-click campaign:

stays monsterlinks campaign

Visitors won’t have to search for your contact form with a campaign like this. Instead, you can make it easily accessible through buttons and links.

You can also use OptinMonster’s powerful targeting features to display the form at the right time for the right audience. For instance, the Exit-Intent® trigger detects when a visitor is about to leave your site and displays the contact form.

So, you can collect their contact details before they leave your site for good.

Need proof? See how Medstar Media used this OptinMonster exit campaign with a contact form and increased clients’ conversions by 500%!

medstar media callback request om

OptinMonster also lets you target visitors based on which page their viewing, where they are located, and what actions they’re taking on your site.

When you combine the incredible lead generation power of OptinMonster with the right contact form builder plugin, you can use your contact form to increase your conversions.

Want to create stunning contact campaigns for your site? Sign up for OptinMonster below:

Get Started With OptinMonster Today!


BONUS: Done-For-You Campaign Setup ($297 value) Our conversion experts will design 1 free campaign for you to get maximum results – absolutely FREE! Click here to get started →

We hope you found this WordPress contact form tutorial helpful. If you’re looking for more resources on converting site visitors into subscribers, you’ll definitely want to check out:

These posts will help you discover new tools and tricks to make your WordPress site a huge asset for your company by improving your lead generation efforts.

FAQ

Can I create a WordPress contact form for free?

Yes! WPForms Lite is 100% free and lets you create a simple contact form without needing code.

Will my contact form work with any theme?

Yes, WPForms works seamlessly with all major WordPress themes and page builders.

How do I stop spam from my contact form?

You can enable honeypot protection or use CAPTCHA integrations available in WPForms.

Can I send contact form data to my email?

Absolutely. WPForms automatically sends notifications to your admin email or any custom email you choose.

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Guide: How To Create Mobile Exit-Intent Popups That Convert https://optinmonster.com/how-to-create-a-mobile-exit-intent-popup/ https://optinmonster.com/how-to-create-a-mobile-exit-intent-popup/#respond Sun, 22 Jun 2025 12:00:00 +0000 https://optinmonster.com/?p=144470&preview=true&preview_id=144470 Do you struggle with visitors browsing your site on mobile devices but leaving before taking any action? If so, you need to leverage the power of mobile exit-intent popups. With exit-intent mobile popups, you can engage, recapture, and convert mobile visitors as they’re trying to leave your site forever. That’s why, in this article, we’re …

The post Guide: How To Create Mobile Exit-Intent Popups That Convert appeared first on OptinMonster.]]>
TL;DR: To create a mobile exit-intent popup:
  1. Log in to your OptinMonster account (Pro plan needed).
  2. Create a new campaign and choose “Popup”.
  3. Pick a mobile-optimized template (like “Magnet”).
  4. Customize the design using the drag-and-drop builder.
  5. Set display rules to “Exit Detected” and choose sensitivity.
  6. (Optional) Target specific URLs using advanced rules.
  7. To update old campaigns, go to Display Rules and enable “Exit Detected” for mobile.

Done! You’re ready to stop losing mobile visitors.

Do you struggle with visitors browsing your site on mobile devices but leaving before taking any action? If so, you need to leverage the power of mobile exit-intent popups.

With exit-intent mobile popups, you can engage, recapture, and convert mobile visitors as they’re trying to leave your site forever.

That’s why, in this article, we’re going to teach you everything you need to know to create an exit popup on mobile.

Before we get into the tutorial, let’s get clear on what a mobile exit-intent popup is in the first place.

What Is a Mobile Exit-Intent Popup?

Mobile exit-intent popups or mobile exit modal popups are notifications designed to recapture your visitor’s attention on mobile devices when they’re actively leaving your site.

Exit-Intent Technology® has been traditionally limited to desktop browsers. But, recently, we changed all that.

For the longest time, one of OptinMonster’s most requested features was to have exit-intent popups work on mobile screens. Why was this feature in such high demand?

Because exit-intent campaigns work so freakin’ well, and, secondly, mobile traffic has increased exponentially.

Not familiar with exit-intent popups? Check out some of our best exit-intent popup examples.

The biggest challenge in creating mobile exit-intent popups is that tracking a user’s behavior on the phone is harder than from their desktop.

When someone visits a site on a computer, we can track mouse movements to understand when people are trying to leave the page.

This is much more difficult on mobile devices since we navigate smartphones with fingers instead of a cursor.

But as they say, “Where there’s a will, there’s a way.” And at OptinMonster, we always find a way.

So, do exit intent popups work on mobile? When you use OptinMonster, the answer is yes. We have developed mobile-specific exit-intent technology so that your popups are triggered when mobile users try to leave your site.

How To Create Mobile Exit-Intent Popups

First, we understand that everyone learns a little differently. If you’re more of a visual learner, here’s a video tutorial to help you out:

But if you’d prefer the written instructions, we’ve covered them in detail below.

Let’s get started.

Step 1: Log Into Your OptinMonster Account

Setting up exit-intent mobile popup campaigns is incredibly easy. First, log into your OptinMonster account.

Don’t have an account yet? Sign up for OptinMonster today. It’s 100% risk-free.

BONUS: Done-For-You Campaign Setup ($297 value) Our conversion experts will design 1 free campaign for you to get maximum results – absolutely FREE! Click here to get started →

Step 2: Create a New Campaign

Then go to the upper right-hand corner of your dashboard and click Create New Campaign:

Create a new campaign final picture

Choose which type of campaign you would like. For today’s tutorial, we’ll choose Popup:

Choose popup campaign types

Step 3: Choose a Mobile-Optimized Template

Now we need to select a template. One of the best features of OptinMonster’s template selection is that you can filter your choices on the left-hand side menu.

By clicking Mobile Optimized, you’ll bring up all the popup templates that are best suited for smartphones:

Mobile Optimized Templates in OM

You can also choose to create a mobile campaign from scratch with our Canvas template:

Canvas Template in OptinMonster

Today, we’ll go with Magnet:

Magnet for mobile optimized template

Name your campaign and assign it to your website:

Name and connect your website

Step 4: Customize Your Popup

And now we’re ready to modify the campaign. We won’t talk too much about how to customize your campaign in this tutorial.

But rest assured that our easy drag-and-drop editor makes everything simple.

Just click on the elements you’d like to change to pull up the editing tools in the left-hand side menu:

Pull up your editing tools in the side by clicking an element in your editor

From there, you can personalize every aspect of your campaign to suit your voice, message, and brand.

If you need help with designing your campaign, check out this resource on how to create your first campaign.

Step 5: Set Up Exit-Intent for Mobile

You really need to know how to set up exit-intent mobile triggers. For that, click Display Rules at the top of your editor:

Choose Display Rules in your OM campaign

Change your first condition from Time on page to exit detected:

Change time on page to exit detected in display rules

Then choose between Low, Medium, and High sensitivity. For scrolling up exit-intent triggers, choose Low or Medium:

Choose Low or Medium Sensitivity for Scroll Up Trigger

That’s it! You now have your exit-intent mobile popup targeting set up.

Step 6: Target Specific Pages (Optional)

By default, this campaign will appear on every page of your site. You can add a new display rule if you want to customize your display settings further. Click +And to add a new condition:

Choose to add a condition with AND

Then change Time on page to current URL path:

Select current URL path

This allows you to set your campaign to specific pages of your site, such as:

  • The homepage
  • All pages except the homepage
  • Exact URLs
  • URLs, including specific words
  • URLs beginning with specific words
Select url path for mobile exit-intent popup

And much more.

Now let’s focus on updating an existing campaign to include mobile exit-intent functionality.

Adding Mobile Exit Popups to Existing Campaigns

So far, we have built a mobile exit-intent campaign for a mobile-optimized template. But, in some cases, you may already have campaigns that you’ve made with an exit-intent trigger for the desktop.

Because of that, many clients had asked whether they could add mobile exit-intent triggers for campaigns they built before the mobile feature existed.

The answer: Absolutely.

To make sure you have an exit-intent mobile popup for campaigns you’ve already created, click on the campaign you want to edit in your OptinMonster dashboard. Then click on the edit icon to go to the editor:

Edit an existing campaign

Go to Display Rules:

Choose Display Rules in your OM campaign

Check your settings for exit detected. You can choose to have your exit-intent trigger set for:

  • Mobile-only
  • Desktop only
  • Both
choose your device for mobile exit-intent

For most use cases, you’ll want to set your exit-intent trigger for both desktop and mobile:

Set exit-intent for all devices

With OptinMonster, everything is fully customizable to make sure you’re getting the right message in front of the right people at exactly the right time.

Once you have your users’ attention, you can show them promotions, grow your email list, or directly increase sales.

Skyrocket Conversions Today with Mobile Exit Popups

OptinMonster’s Exit-Intent® popups allow you to collect more leads than ever before. But that’s not all you can accomplish with our technology. You can also:

  • Recover abandoning visitors and reduce cart abandonment
  • Distribute discount codes and coupon codes for a better UX at checkout
  • Overcome sales objections and address concerns
  • Push a demo or free trial offer for your online store with call-to-action popups
  • Boost SEO efforts by redirecting users to popular content or landing pages
  • Reduce bounce rates by encouraging longer user sessions
  • Incentivize your website visitors to sign up for newsletters
  • Grow your social media following by sending mobile users to your favorite social platform
  • Gather valuable feedback on user experience from your eCommerce store
  • Drive more sales from your eCommerce store

In short, OptinMonster’s Exit-Intent® technology is a powerful tool for website optimization.

And you can do all this without using any code, making OptinMonster the most beginner-friendly popup tool.

It also comes as a convenient plugin for WordPress users and is one of Shopify’s top lead-generation apps.

Our mobile campaigns are proven to boost sales and conversions. Check out this case study on how White River increased mobile conversions by 150% with OptinMonster.

Okay, now we know what you’re thinking: “What about pricing?”

You can get started with OptinMonster for as little as $9/month with a 14-day money-back guarantee. You’ll want to start with the Pro plan (at only $29/month) to use mobile exit-intent.

Are you ready to get the same results as the world’s top 1% marketers? Sign up for your 100% risk-free OptinMonster account below:

Get Started With OptinMonster Today!

BONUS: Done-For-You Campaign Setup ($297 value) Our conversion experts will design 1 free campaign for you to get maximum results – absolutely FREE! Click here to get started →
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How to Create a Newsletter in 7 Easy Steps https://optinmonster.com/how-to-create-an-email-newsletter/ https://optinmonster.com/how-to-create-an-email-newsletter/#comments Sun, 01 Jun 2025 12:00:00 +0000 https://optinmonster.com/?p=133379 Do you know how to create a newsletter that will keep your subscribers engaged and turn them into loyal customers? Email newsletters are a vital part of your business’s growth. They give you direct access to your target audience and allow you to keep in touch with all of your leads. At OptinMonster, we have …

The post How to Create a Newsletter in 7 Easy Steps appeared first on OptinMonster.]]>
TL;DR: How to Create an Email Newsletter
  1. Pick a reliable email service provider (ESP) like Constant Contact or HubSpot
  2. Use a mobile-friendly template that matches your brand and goals
  3. Create a segmented email list with clear opt-in forms
  4. Follow compliance rules like GDPR and CAN-SPAM
  5. Write value-packed content with a strong CTA
  6. Send and track your first email to optimize results

Pro Tip: You can automate the entire process and keep growing your list on autopilot with tools like OptinMonster.

Do you know how to create a newsletter that will keep your subscribers engaged and turn them into loyal customers?

Email newsletters are a vital part of your business’s growth. They give you direct access to your target audience and allow you to keep in touch with all of your leads.

At OptinMonster, we have poured a lot of hard work into building an email list of over 235,000 people who subscribe to our email newsletter:

Thanks to the newsletter, we have been able to build strong customer relationships, cut down our marketing costs, and drive measurable results.

If you are considering starting an email newsletter, you don’t really have to spend hours every week setting them up. Most email service providers (ESP) allow you to automate these campaigns.

That means you can grow your contact list and send personalized emails that generate more revenue while you’re sleeping.

That’s why, in today’s tutorial, I’m going to show you how to create a newsletter in just 7 easy steps.

Here’s everything I’ll cover in this blog:

Before we get into the weeds of how to start a newsletter, let’s first discuss why you need one.

Why Do You Need an Email Newsletter?

An email newsletter is a type of email that shares content such as product news, announcements, blog posts, tips, and other resources that are valuable for the subscribers.

The newsletter subscribers are usually existing customers or leads who have opted in for the email. They have expressed interest in receiving marketing communications from a company or individual.

But more than anything else, you need to know why email newsletters are so important for growing your business.

Email newsletters have many advantages. They allow you to:

  • Build long-term relationships: Newsletters help you stay connected with your core audience and build stronger relationships. You can share valuable content, industry insights, and exclusive offers to keep your subscribers engaged.
  • Run cost-effective campaigns: Compared to other marketing channels like paid ads, email newsletters are extremely cost-effective. For example, you can use the same newsletter template to send thousands of emails.
  • Communicate directly with your audience: Newsletters go straight to your subscribers’ inboxes, putting your message right in front of an audience group that is interested in buying from you.
  • Sharpen your targeted reach: You can segment your email list and send targeted and personalized content to different groups of subscribers based on their interests or demographics. This increases the relevance of your message and improves engagement.
  • Increase brand awareness: Every time a subscriber shares the content of your newsletter in their network, it triggers word-of-mouth marketing for your brand. This helps you boost your brand awareness and establish yourself as a thought leader in your industry.
  • Drive website traffic: Newsletters are a great way to drive traffic to your website. You can include links to your latest blog posts, product pages, or landing pages in your newsletter.
  • Boost sales: Newsletters can be used to promote your products or services, offer discounts, and drive sales, especially during the holiday sales season such as Black Friday and Cyber Monday.
  • Drive measurable results: With email marketing tools, you can track the open rates, click-through rates, and other metrics of your newsletter campaigns. This data helps you understand what’s working and what’s not, so you can improve your future newsletters.

At the end of the day, email newsletters will help you get what you’re really after: higher conversions.

Woodside Community, a South Carolina-based private living community, used OptinMonster to grow its newsletter subscription. Within 2 months of starting the campaign, they generated over $294,435 in revenue!

Read more about it in our case study: How Woodside Communities Made $294,435 in 2 months with OptinMonster.

That’s the power of a well-crafted email newsletter strategy. Woodside did it all with this basic popup campaign:

how to make an email newsletter

Now that you understand what a newsletter is and why it’s so important, let’s learn how to make an email newsletter.

Before You Create an Email Newsletter, You Need a List

No email list = no newsletter.
You can have the best newsletter in the world, but if no one’s on your list, no one’s going to see it.

At OptinMonster, we’ve helped thousands of businesses build their first (and next) 1,000 subscribers using powerful on-site campaigns. So before you even touch a template or choose an email tool, you need to make sure you’re collecting emails the right way.

Here’s a quick-start plan to build your email newsletter list:

1. Create a Lead Magnet: Offer something valuable like a free guide, checklist, or discount code.
2. Use a High-Converting Optin Form: Embed popups, slide-ins, or floating bars using tools like OptinMonster.
3. Segment Your List from Day One: Use tags or groups like “blog subscribers,” “buyers,” or “freebie downloaders.”
4. Embed Forms Everywhere: Place signup forms on your homepage, blog posts, exit-intent popups, and landing pages.
5. Make It Easy to Say Yes: Use a clear CTA and keep your form short — name and email is enough to start.

How to Create a Newsletter

In this section, I’ll take you through the step-by-step tutorial on how to create a newsletter.

We’ll start by selecting the right ESP. That way, you can get started on the right foot and build an automated process that lasts you for years to come.

Step 1: Choose the Right Email Service Provider

The first thing you need to do is determine which ESP you’ll work with.

Look for a tool that allows you to scale so you don’t need to change platforms as your requirements grow.

Here are some must-have features that you should prioritize when you are shortlisting an ESP:

  • List Management: Make sure the ESP lets you easily manage your contact list, segment lists, rearrange groups, and send and track customized messages. Good list management is the foundation for successful email automation. It helps you reach the right audience, with the right content, and at the right time.
  • Easy-to-Use Editor: Choose an ESP that’s user-friendly and readily integrates with your lead generation tools. You don’t want to spend hours wrestling with complex software that requires you to manually connect with other tools in your tech stack.
  • Email Automation: A good ESP will allow you to set up automated email sequences to welcome new subscribers, recover abandoned carts, or other marketing campaigns.
  • In-Depth Reporting: Choose a tool that lets you use a data-driven approach to email marketing. Having access to your campaign performance can help you refine your campaign strategy for better impact.
  • Compliance: Most commercial email marketing software will already be compliant with email laws like CAN-SPAM and GDPR. But it’s best to check the laws specific to your country.

If you already are using an ESP that checks all the boxes, that’s great!

You can click here to skip directly to Step #2.

At OptinMonster, we have used a wide variety of ESPs along different stages of our company’s growth. If you want advice on the best ESPs, here are some of our favorites that you can consider:

1. Constant Contact

tips to create email newsletter

Constant Contact offers an easy-to-use, lightweight interface and is great for both big and small businesses. As one of the largest email marketing services in the world, Constant Contact offers great deliverability rates and highly-rated support with every plan.

You can use their drag-and-drop editor and ready-to-use email newsletter templates to create and send professional emails.

These newsletter template emails are designed to work with a wide range of email clients and apps such as OutlookGmail, or Apple Mail. You can even send automated emails to new subscribers.

Plus, the emails are responsive, so they look great on mobile devices and desktops.

Constant Contact is one of our favorites because it’s the most beginner-friendly and the easiest to use, but it doesn’t skimp on the features.

With Constant Contact, you get an email marketing platform that’s easy to use and includes powerful marketing tools like a free image library, Facebook ads integration, eCommerce integration for Shopify stores, built-in social media sharing tools, and list segmentation.

Get started with Constant Contact today!

2. HubSpot

how to create email newsletter

HubSpot Email Marketing offers some of the most powerful analytics along with an intuitive and easy-to-use interface for non-tech users.

Start by creating beautiful, on-brand emails with the drag-and-drop editor. You can customize your emails by adding call-to-action (CTA) buttons, colors, images, social icons, and text while ensuring they are responsive on all devices.

You can also segment your email lists to target specific viewers, like returning customers or new customers. Or, you can schedule emails to optimize your open and click-through rate.

With OptinMonster, you get access to detailed analytics on how your campaigns perform and the option to carry out A/B testing to optimize your newsletters further.

Get started with HubSpot today!

3. Brevo (formerly Sendinblue)

how to create an email newsletter

Brevo (formerly Sendinblue) is a powerful email marketing tool with minimal startup costs that gives free users an unlimited number of contacts.

It comes with great features like automation workflows, autoresponder campaigns, segmentation tools, and A/B testing.

Brevo also includes in-depth reporting and real-time stats, so you know how your campaigns are doing.

You can create email newsletters that are stunning and optimized to look great on every device.

Get started with Brevo today!

4. Drip

how to start an email newsletter

Drip is another excellent email service provider that you can choose from.

You can keep your contact list stored with Drip and create email campaigns. When new users sign up, you can tag, segment, or add the new user groups to an automated email series.

Over time, you can refine your email marketing strategy and put everything on autopilot. As new leads come in, they’ll get new emails that nurture the relationship until they become customers.

DripGet started with Drip today!

Alternatives: MailchimpMailerLiteConvertKit

Once you have selected your email service provider, you are ready to create your first newsletter. To do that, let’s set up your email list.

For this tutorial, we’ll be using Constant Contact.

Step 2: Choose the Right Email Newsletter Template

All of the ESPs that I have recommended earlier come with plenty of email newsletter templates for you to build your email campaigns. You should choose a template based on your audience’s preferences, your brand style, and your newsletter’s theme.

Consider the following tips when you are choosing an email newsletter template:

Consider Your Audience and Goals

Be clear about what your audience prefers. For instance, a template for a tech company might not resonate with a yoga studio’s audience. No matter which template you choose, tailor its design to align it with your audience’s interests.

Also, think about what you expect out of your audience. What is it that you want them to do? Will you be offering tips to grow your customers’ businesses, sharing industry news, or offering occasional discounts?

The template should guide them toward that action.

Focus on Functionality and Design

Research shows that over 60% of email opens are from mobile devices.

That means your email newsletter templates should be mobile-friendly and compatible with Android, iOS, and other mobile operating systems.

Also, make sure that the template is eye-catching and scannable. Most people skim through emails. Use clear sections, fonts, headings, and bullet points to break up text.

Think About Content and CTAs

Any template you choose should allow you to add or delete text, images, videos, and CTA buttons as per your requirements.

Yes, you should prioritize keeping your newsletter design as simple as possible. But the email newsletter templates you choose should also be flexible to adapt to your changing needs.

Finally, test and iterate. You can send test emails to yourself or your colleagues to see how the template renders on different devices. And then you can make tweaks based on what works best.

Step 3: Create an Email List

In this step, I’ll show you how you can send your first email newsletter using Constant Contact. If you don’t already have an account, you’ll need to sign up.

An email list is just what it sounds like: a directory of all the subscribers who sign up to receive your email newsletter.

When people enter their email addresses into an email subscription form, their names are added to your email list. So let’s make sure those names have somewhere to go!

First, log into Constant Contact.

Click on Contacts in the top menu and make sure you’re on the Lists tab. Click the Create List button on the far right:

how to start email newsletter

Next, enter a name for your list in the popup that appears.

Subscribers won’t see this name, but make sure it’s something you can easily recognize, such as, ‘Holiday Promotions List’ or ‘Lead Magnet Subscribers.’

Click Save once you are done.

create newsletter

You’ll need to add at least one contact to start using this email list. You can add your own email address to test that your newsletters are sending properly.

To add email addresses, click on the Add Contacts button on the top-right of the screen:

how to create a newsletter

Choose how you want to add your contacts. I’ll go with the Create a new contact option:

how to create an email newsletter

Enter your email address and click Continue:

email newsletter tips

On the next screen, add any other contact details you need. I recommend putting at least a first and last name. Make sure to double-check the email list you just created:

beginner's guide to email newsletter

And that’s it! You just created your 1st email list in Constant Contact.

Next, let’s go over how to craft the perfect email content to pull your subscribers in and get them to convert.

Step 4: Be Aware of the Legal Compliances

If you breach data privacy laws in regions where your business operates, it might lead to hefty fines, damaged reputation, and even lawsuits.

Eyewear retailer Luxottica owns global brands like Oakley and Sunglass Hut. In April 2024, the company had to pay a $1,512,500 fine for sending more than 200,000 marketing messages in violation of Australian spam laws.

There are a few key legal compliances to consider before hitting send on your email newsletter. These will primarily focus on subscriber consent, transparency, and giving users control over their information.

Here’s a quick breakdown of such compliances:

  1. Ask for consent: Make sure you have explicit optin consent from recipients to receive your emails. Avoid pre-checked boxes or bundling signups with other services.
  2. Maintain full transparency: Accurately identify your business. This is to ensure that the sender’s information is explicitly clear. Also, clearly label the email newsletter as a marketing communication for full disclosure. Finally, Include your valid physical postal address in the email content to comply with industry rules.
  3. Offer easy unsubscribe Options: Make it easy for people to unsubscribe or change their email preferences. Yes, it’s not easy to see your subscribers go. But it’s better to make that process easy than to have annoyed subscribers reporting you for spam.

These are general guidelines, but specific regulations may vary depending on your location. Here are some prominent ones to consider:

  • CAN-SPAM (US): The Controlling the Assault of Non-Solicited Pornography And Marketing Act sets compliance standards for commercial emails in the United States.
  • CASL (Canada): Canada’s Anti-Spam Legislation outlines similar rules for email marketing with a focus on transparency and opt-out options.
  • GDPR (EU): The General Data Protection Regulation in the European Union sets stricter data protection standards, including obtaining explicit consent for data use.

If you want more information on how to make your newsletter legally compliant, I strongly recommend you consult with a legal professional. They are familiar with email marketing regulations in your region.

Step 5: Write Your Email Newsletter Content

Content is the most important part of an email newsletter. Even if you have a beautiful email newsletter template, your subscribers will unsubscribe if you send them boring, irrelevant, or overly promotional content.

Here are some pointers on how to craft the perfect content for your email newsletter:

  • Identify the main purpose of your newsletter as well as your overall email marketing strategy. Are you trying to get new clients? Share affiliate links? Sell new products? What you write will depend on what your purpose is.
  • Get to the point clearly and quickly. From the email subject line to the headers in the email content, every sentence should have a purpose. Each of them should deliver value to your audience, tell them what to expect, or call them to take action.
  • Help the readers meet their goals. Readers don’t subscribe because they want to help you meet your goals. They want your help meeting their goals. In an ideal world, you can meet your own goals by helping them meet theirs. Create informational content that helps people solve their problems while encouraging them to take the action you want.
  • Pick 1 main CTA. What do you want readers to do after they read your newsletter? Maybe you want them to click a link to a sales page or your social media accounts. Or maybe you want them to write a response back to you. Don’t be shy about asking them to take this step!

Here are some of the best email newsletter examples you can look at for inspiration. Once you have your newsletter content written, you can send your newsletter.

Step 6: Send Your First Email Newsletter

To send your newsletter, you’ll once again need to go back to Constant Contact since that’s where you have stored your campaign details and email addresses.

Log into Constant Contact. Then click on the Marketing tab and select Create an email from the dropdown:

create email newsletter from scratch

With this, you’ll now have the option to choose from several ready-to-use newsletter template emails:

email newsletter tips

You can search for the right kind of templates and hover over the one you like and click Select:

how to create a newsletter from start

Once you’re in the email builder, editing your newsletter is simple.

You can change the text directly in the campaign. Or you can add new features to your email using the Block elements on the left-hand side menu:

step by step email newsletter guide

Then you can simply drag and drop them into place.

The best part? There’s zero coding, zero tech skills, and zero headaches involved.

Once you’re done designing the template to your liking, click on the Continue button on the top-right:

tips to grow email newsletter

From there, you’ll just need to configure other details about your campaign, such as:

  • Subject line
  • Audience
  • Sender info
email newsletter tutorial

Check it over for typos and that your email design looks the way you want it. Now your email newsletter will be ready to send!

If you need help writing more persuasive email copy, don’t worry.

I have got you covered.

Check out our 17 tips on how to write email copy that converts.

Once your newsletter is sent, you can see updated metrics such as open rates, click rates, and unsubscribes. Use this data to improve your newsletter strategy.

Did you get a great conversion rate on a specific piece of content? Send another newsletter next time with a similar topic or format.

You can also experiment with sending email subscribers to different landing pages and see how your conversion rates change as a result.

Finally, let’s go over how you can get more subscribers for your newsletter.

Related Content: 5 Best WordPress Newsletter Plugins for More Engagement

Build an Email List Using OptinMonster

Most successful email marketing campaigns start with a list full of qualified leads interested in what you have to offer.

After all, even the best email copy on the planet won’t convert if it doesn’t get seen.

So what you, as an online marketer, are supposed to do exactly to taste success with your email campaigns repeatedly?

That’s where OptinMonster comes into play:

email newsletter

OptinMonster is the world’s #1 lead generation software. That means we’re the best at growing your email list through highly-targeted optin campaigns, like:

And many more.

These campaigns help you grow your email list fast. Here’s an example of what a simple lightbox popup might look like:

email newsletter

OptinMonster also comes with over 100 pre-made templates that help save you time and energy in the campaign creation process:

email newsletters guide

You can modify these campaign templates with an easy drag-and-drop visual builder.

This allows you to modify any text in your optin campaign or add new elements, such as:

  • Videos
  • Images
  • Dividers
  • Icons
  • HTML
  • And much more

And, again, everything can be done with just a few clicks:

email newsletter

But creating the campaign is only half the battle.

From there, you’ll need to target your special offers to the right people, in the right places, and at just the right times in their customer journey.

Some of OptinMonster’s most powerful targeting rules include:

  • Exit-Intent® Technology: Recover abandoning visitors when they are about to leave your website.
  • OnSite Retargeting®: Keep users engaged by displaying fresh campaigns to returning visitors.
  • Geolocation Targeting: Personalize UX by targeting visitors by their physical locations.
  • MonsterLinks™: Boost conversions by turning any link into a clickable email newsletter signup form.

These rules have gotten massive results for our clients. Just look at these case studies from OptinMonster customers:

But here’s the best part: OptinMonster seamlessly integrates with any email service provider on the market:

create an email newsletter

That means you can quickly sync your ESP and have new leads sent directly to the right contact list.

Then you can have your newsletters automatically sent to your new leads to convert them into happy (and paying) customers.

Ready to get started? Click below to sign up for your risk-free OptinMonster account today:

Grow Your Email List Today

BONUS: Done-For-You Campaign Setup ($297 value)Our conversion experts will design 1 free campaign for you to get maximum results – absolutely FREE! Click here to get started →

If you found this guide on how to make an email newsletter helpful, you might also like the following posts:

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How to Sell an eBook on WordPress in 4 Easy Steps https://optinmonster.com/how-to-sell-an-ebook-on-wordpress/ https://optinmonster.com/how-to-sell-an-ebook-on-wordpress/#respond Wed, 16 Apr 2025 13:00:00 +0000 https://optinmonster.com/?p=170389 Do you want to learn how to sell an eBook on WordPress? It’s very simple with the right tools. We will show you how to use the best digital download plugin to sell your eBooks. In this article, you will learn the best way to sell eBooks online with WordPress. Can You Sell Digital Products …

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Do you want to learn how to sell an eBook on WordPress?

It’s very simple with the right tools. We will show you how to use the best digital download plugin to sell your eBooks.

In this article, you will learn the best way to sell eBooks online with WordPress.

Can You Sell Digital Products on WordPress?

Digital products like eBooks are a relatively easy way to make money on your WordPress website.

You can sell an unlimited number of eBooks since it is a digital file. And there is almost no cost to you because you don’t have to pay for printing, shipping, or storing physical books.

There are many other kinds of digital products you can sell too. Read about the most popular digital products you can sell online.

How Do I Sell a Digital eBook on WordPress?

To sell an eBook on WordPress, you will need a plugin. A plugin is a small piece of software that expands the features and functions of a WordPress website. You can learn how to install a WordPress plugin here.

Here are our favorite plugins for selling eBooks on WordPress:

Easy Digital Downloads

how to sell an eBook on WordPress with Easy Digital Downloads

Easy Digital Downloads is a powerful yet simple digital download plugin. It offers payment flexibility, a full shopping cart, discount codes, and more features to help you build a digital product business.

WPForms

If you have just a few digital products, you can easily sell them using WPForms. This is the best drag and drop form builder plugin for WordPress, and you can build a form that collects payment and delivers the eBook.

WooCommerce

WooCommerce homepage for selling eBooks

WooCommerce is a complete eCommerce plugin that can sell both physical and digital products. It is more complicated to set up than some of the other options here, but is a great solution if you have physical and digital products. Learn how to sell digital downloads on WooCommerce.

ConvertKit

convertkit home page

ConvertKit is an email service provider that can also sell digital products. There are fewer options for customizing the purchase experience with discount codes or checkout forms, but ConvertKit is a quick way to sell eBooks to your existing email list. You can add ConvertKit products to your WordPress website.

How To Add an eBook to My WordPress Website

Now, we will show you how to use Easy Digital Downloads to sell an eBook on WordPress.

Before you start, make sure to have all your “ingredients” ready to go.

  • Easy Digital Downloads free plugin (and optional license): Easy Digital Downloads is free to download from the WordPress Plugins repository. You can also upgrade your Easy Digital Downloads license to access more advanced features.
  • Payment gateway account: The free version of Easy Digital Downloads works with Stripe, PayPal, and Amazon Pay. Make sure you sign up for at least one of these accounts before you begin.
  • Formatted eBook file: Of course you must have your eBook to sell! Common eBook file formats include EPUB, PDF, and Amazon Kindle’s proprietary AZW format.

Step 1: Install and Activate Easy Digital Downloads

First, go to Plugins » Add New.

Search for Easy Digital Downloads in the search field on the right.

Click on Install Now.

Click on Activate.

Step 2: Connect a Payment Method

Click on Downloads » Settings.

Click on Payments.

Select the payment gateways you want to use. Then click Save Changes.

When the page refreshes, find each payment gateway in the Payments tab. In this example we are connecting Stripe.

Follow the instructions to connect each payment gateway.

Step 3: Add eBook as a Download

Click on Downloads » Add New.

Add a title and description for your eBook.

Set the price for your eBook. You probably don’t need to enable variable pricing.

Add the file name for your eBook. Customers will see this name when they download, so make sure it is an informative name, such as the title of the eBook.

Click on Upload a File.

Upload your eBook file or select it from the Media Library if you have already uploaded it.

Click Insert into download.

You can add Download Notes if you like. This is a good place to put a thank-you note, follow up instructions, or links to follow your business on social media.

Look for the Download Categories box in the right column. Click + Add New Download Category.

Type in the name of your eBook category. If you have many eBooks, this could be the topic or genre. If you have other digital products, this could be the type of digital product, such as eBook, software, or workbook.

Find the Download Image box in the right column. Click on Set Download Image.

Select a file to upload. Click on Set Download Image.

Click on Publish.

Step 4: Do a Test Purchase

Click on Downloads » Settings.

Click on Payments.

Check the box for Test Mode. To fully use test mode, you must have a sandbox (test) account for the payment gateway you are testing.

Click on Save Changes.

Click on Downloads » All Downloads.

Find your eBook Download and mouse over the name until the options appear. Click on View. This will show you the eBook from your customer’s point of view.

Scroll until you see the Purchase button. Click on Purchase, then click on Checkout.

Follow the instructions for test mode provided by your payment gateway.

Check that the eBook is delivered properly to your email or browser.

How Do I Write an eBook?

Writing an eBook may seem like a big task, but it can be quite simple.

If you already blog or post on social media, you can compile and curate your most popular content into an eBook. Readers are already responding to those topics, so you know that there’s a demand for that content.

Or you can choose a trending topic and write about it. Don’t worry about finding a completely new topic that no one has ever written about. That topic doesn’t exist! What matters is your unique perspective and process.

Make sure that your eBook has a point or purpose. Perhaps you’re teaching a specific process, or telling part of your own story to share the lessons you learned. Either way, your eBook should help the reader in some way.

How Do I Market My Digital eBook?

We’ve already gone over how to sell an eBook on WordPress. Now let’s talk about how to market your eBook.

First, make sure that your eBook is high quality. You don’t want typos or proofreading errors to make you look unprofessional.

It’s also important to make sure that your eBook is formatted properly and works correctly when downloaded. This is why the test purchase process is so important.

Make sure eBook has an attractive download image. You can use this free eBook cover template in Canva to make one for your eBook.

One way to market your eBook is to offer previews, especially if you use the gated content strategy. This means that website visitors must fill out a form to access the eBook preview. The form usually asks for the visitor’s email address. Once you have their email address, you can send them a copy of the preview. Afterward, you can follow up with a marketing email sequence. This is a great way to let visitors “try before they buy” and for you to collect email addresses for future sales.

The eBook itself could be a list-builder. People love getting things for free, so your eBook could be an incentive to opt into your email list. Learn how to create an eBook popup with OptinMonster.

You can also include your eBook as an add-on or bonus. Perhaps you are selling an online course, and customers who enroll early get your eBook as a bonus. Or you can bundle your eBook with other digital downloads that you offer. The eBook is already written, so feel free to leverage it to market your other offers.

If you use Easy Digital Downloads to sell your eBook, it’s easy to add reviews and recommendations as a way to persuade customers to buy. You could even offer a subscription program that delivers new eBooks every month or quarter.

Conclusion: Selling eBooks on WordPress

There you have it! That’s how to sell an eBook on WordPress.

If you’d like to learn more about Easy Digital Downloads, read our full review here.

What are you waiting for? Start selling your eBook today with Easy Digital Downloads!

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