In this article, you’ll learn how to update your credit card details.

Update Billing

When you need to change your credit card info follow these steps:

1. Once logged into your account select your name in the top right corner of the screen, then click on Billing.
2. Next, select the green Update Credit Card button.
3. Update all of your credit card information.
4. When you’re finished, click Save Credit Card.
   

FAQs

Why don’t I see the Update Credit Card button?

If the Update Credit Card button is not available on the Billing screen it indicates your subscription was purchased using PayPal. You will need to update your billing details from within your PayPal account.

Can I switch from PayPal to Credit Card billing?

Yes, our support team can help with that process. Please note that once changed from PayPal to credit card billing it is not possible for us to return your account to PayPal billing due to the limitations PayPal imposes.

Can I remove all credit card details from my account instead of updating them?

All active accounts require a valid billing method.

To permanently delete all credit card details from an inactive account please reach out to our support team.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

In this article, you’ll learn how to generate an invoice for your OptinMonster payment in minutes.

Create an Invoice

When you are ready to create an invoice follow these steps:

1.  Log into your OptinMonster account.
2. Click on your name at the top right followed by My Account.
3.  From the My Account page, click on Billing at the top.
4. Scroll to the specific purchase you wish to generate an invoice for and select the Generate Invoice button.
5. You will now have the ability to enter the specific details you require on the generated invoice.
6. After you have filled out the fields you require, select the Generate Invoice button to generate the invoice.
7. The file will start downloading automatically in PDF format.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

In this article, you’ll learn how to upgrade your account.

Before You Start

Here are some things to know before you begin.

• You can not downgrade your account without contacting support.
• Your OptinMonster account upgrade will be pro-rated when you update your account.

How to Upgrade your Account

To upgrade your OptinMonster subscription:

1. Log into your OptinMonster account.
2. On your main Dashboard page, click the Upgrade button.
3. Choose your preferred upgrade option for your account on the next page. 
4. Select the subscription you would like to upgrade to by clicking Upgrade Now. When you do that, you will get a confirmation box.
5. Click Confirm Upgrade.
6. You now have instant access to your new plan’s features and benefits!

Account Questions

If you have a question, click Contact Sales instead, and you can send our support team a message.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

Troubleshooting

Will my upgrade cost be pro-rated?

Yes, your upgrade cost is automatically pro-rated based on the plan you upgrade to and the amount of time remaining in term of your current subscription. The pro-rated amount is reflected on the checkout page when upgrading your plan.

If I upgrade from a Monthly to Yearly Plan, how much time will I have available on my Subscription?

You will have 1 year from the date of the account upgrade.

Can I downgrade my subscription?

There is no way to downgrade from within your own account, however, our customer support team would be happy to assist. Please open a support ticket with details of how you’d like to adjust your account.

If you would like more information about downgrading, please contact support by clicking here.

In this article, you’ll learn what happens if your account exceeds the number of pageviews assigned to it and how to manage your Pageview and Upgrade Preferences.

Before You Start

Here are some things to know before you begin:

• Effective Jan. 18, 2023, pageview limits for free subscriptions are cumulative; they do not reset each month.
• Pageviews limits for paid subscriptions accumulate throughout an entire month (e.g. March 1-31) and reset at the beginning of the next month (e.g. April 1).
• Pageview and Upgrade Preferences allow you to choose how we should handle your account if your account exceeds the pageview limits available to your plan.
• Pageview and Upgrade Preferences can be found on the Manage Subscription page.

Manage Preferences

We offer other options to allow you to choose the best action for your specific account needs.

To manage your pageview and upgrade preferences, follow these steps:

1. Log into your OptinMonster account and navigate to the Manage Subscription page.
2. Under the Pageview & Upgrade Preferences section choose the option you prefer from the dropdown field.
   
3. When you’re finished, click save changes.

Available Options

There are three options available for managing your account pageview and upgrade preferences:

1. Automatically upgrade to the appropriate plan

If this option is selected and your account exceeds the pageviews for your plan, we will attempt to upgrade your account to the plan that corresponds with the pageviews your account is receiving automatically.

If you are on a monthly plan, you will be upgraded to that plan’s monthly subscription. If you’re on an annual plan, you’ll be upgraded to that plan’s annual subscription.

The number of pageviews available for each plan can be viewed here.

2. Add a pageview block

If this option is selected and your account exceeds the pageviews available for your plan, we will attempt to add as many pageview block(s) as needed to cover the overage.

Pageview blocks are $29/block/month and are billed monthly.

Each pageview block includes 100,000 pageviews. For example, if your account exceeds pageviews by 200,000, we will add two (2) pageview blocks at one time instead of one.

The pageview block(s) will remain in your account, billed monthly, until you remove it.

While this is the default for Growth, Enterprise and Custom plans, Basic, Plus and Pro customers can also choose this as their default preference.

3. Suspend campaigns until pageviews reset at the beginning of the next month

If this option is selected and your account exceeds the pageviews for your plan, we will temporarily suspend your campaigns until any of the following occurs:

• The month ends and a new month begins, resetting the pageviews and removing the temporary suspension.
• You add a pageview block.
• You upgrade to a subscription tier with enough pageviews to cover your usage. This will remove the temporary suspension immediately following a successful payment.

Enterprise, Growth, Pro, Plus, Basic and custom plans can select this preference.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

Troubleshooting

What happens when an automatic upgrade or pageview block addition fails?

If for any reason we attempt to upgrade your account to the most appropriate tier, or we attempt to add pageview block(s) and fail, we will provide a grace period of three days and alert you by email.

If you fail to take action within those three days, we will temporarily suspend your campaigns for the remainder of the month, or until you upgrade or add a pageview block(s).

You will receive an email when this occurs, too. That email will share with you the date your campaigns will activate again if do not take any action. You’ll also see a similar notice within your OptinMonster dashboard.

What if my Enterprise plan is billed by invoice or bank transfer and is not able to be billed automatically for upgrades or additional pageview blocks?

For our valued Enterprise customers, we will reach out to you directly if your account exceeds the pageviews allocated to your account to discuss the best options for your business.

Before You Start

Here are some things to know before you begin:

• Pausing will place a hold on your account so you don’t lose any time remaining in your current term.
  For example, if your account is due to renew in 8 months and you pause your account for 1 month, your renewal date will be moved out to 9 months.
• Once the pause period completes you will regain full OptinMonster service for all campaigns.
• If you need to resume your campaigns before the pause period completes you can unpause your subscription at any time.
• Archiving will place your account into an inactive state and change your subscription to a low yearly archive plan.
• Archiving your account will prevent it from being deleted permanently. While archived, we will keep all of your OptinMonster campaigns, sites, integrations and other account data stored safely and securely until you’re ready to return to a normal subscription plan.
• You can unarchive your account at any time in the future to pick right back up where you left off.

Pause Your Account

You may wish to take a short break from using OptinMonster but don’t want to lose any time remaining in your term. Pausing your account is the perfect option.

To pause your OptinMonster account, follow these steps:

1. From the OptinMonster Dashboard navigate to the Account > Billing page.
2. Next, select the Manage Subscription link below your invoices.
   
3. Select the Pause button.
   
4. A confirmation box will appear, select the Yes, I’m Sure button to pause your account.
   
5. Finally, you’ll see a notice indicating your account was successfully paused.
   

Archive Your Account

You may wish to stop using OptinMonster for an unspecified period of time, but return in the future to all of your existing campaigns and account settings. Archiving your account is the perfect option.

To archive your OptinMonster account, follow these steps:

1. From the OptinMonster Dashboard navigate to the Account > Billing page.
2. Next, select the Manage Subscription link below your invoices.
   
3. Select the Archive button.
   
4. A confirmation box will appears, select the Yes, I’m Sure button to archive your account.
   
5. Finally, you’ll see a notice indicating your account was successfully archived.
   

Reactivate Archived Account

When you’re ready to resume using OptinMonster, return to the Manage Subscription page and select the Reactivate Subscription button.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

Troubleshooting

I receive an error when I try to Pause or Archive my account.

Before you can pause or archive your account you must have an active subscription and valid billing details associated with your account.

If your subscription has been canceled, you can reactivate it following the link prompt shown at the top of your account screen.

If you have an active subscription but receiving this error, be sure to update your billing details on the Billing page.

Can I unpause my account early?

Your subscription will automatically resume after the period of time you’ve chosen to pause it for has elapsed.

If you’d like to unpause your account early, return to the Manage Subscription page and select the Unpause Subscription button.

In this article, you’ll learn how to manage the sites in your OptinMonster account.

View Sites

1. From the Campaigns screen navigate to the Account > Sites page.
   
   
   
2. On the next screen, you’ll see all of the sites that are connected to your account.

Add a Site

There are two ways you can add a new site to your account:

• Using the Site Management Page
• Add a Domain to a Campaign

How to Add a Site via Site Management

1. First, navigate to the Sites page as shown in the previous section of this article.
2. Next, select the Add Site button.
   
3. On the next screen, enter the details of the site you want to add to your OptinMonster account.
   • Name — Enter the name of the domain you’re registering. This is for internal use only.
   • Domain — Enter the domain you’re registering
     
4. (Optional) You can set the site to be the default domain when you create any new campaigns.
   
5. When you’re finished, click Save.

Add Domain to a Campaign

1. First, select a campaign from the Dashboard to edit. If you need assistance in creating or editing a campaign, then you can see our guide here.
2. In the campaign builder, navigate to the Publish tab.
   
3. In the Websites section, select the Add a new website link. You can select a previously registered domain from the dropdown list or register a new domain to your account by selecting the Add a new website option.
   
4. In the popup modal, enter the details of the site you want to add to your OptinMonster account.
   
   • Site Name — Enter a name for the domain you’re registering. This is for internal use only.
   • Site Domain — Enter the domain you’re registering.
5. Click Save and Add Website.
6. When you’re finished, click Save to save the changes to your campaign.

Verify Site

In the Publish screen of the campaign builder, you’ll notice a site status appears next to each site you assign to the campaign. Like this:

If your site shows a status of Not Connected you can verify the site by following these steps:

1. Be sure to place the OptinMonster embed code on your site. We provide guides for all major platforms, and also this general guide for all other site platforms to get you started.
2. (Optional) If you have any caching active on your site through a plugin or your server, please clear your website’s caching.
3. Return to the OptinMonster campaign builder’s Publish screen and select the Verify link for the site.
   
4. (Optional) If you’ve added the OptinMonster embed code to any page except the homepage of your site, you can manually verify the site by adding ?om-verify-site=true to the end of the page URL where the embed code is added. For example, the URL may look like this: https://mysite.com/about-me?om-verify-site=true
5. The site will now show Connected as the status once it has been successfully verified.

Edit a Site

You can easily edit a site you’ve already registered to your account through the Site Management page.

To edit a site, follow these steps:

1. Navigate to the Site Management page.
2. Select the Edit button next to the site you want to edit.
   
3. On the next page, you’ll see all options available for the site you’ve selected to edit.
   
4. When you’re finished, click Save.

Delete a Site

You can delete a site from your account if you no longer need it.

When you delete a site from your OptinMonser account you can expect the following to take place:

• Campaigns assigned to that site will be moved to the Unassigned section of the Campaigns screen.
• Analytics will be permanently deleted from OptinMonster and no longer available in the Dashboard or Analytics screens.
• Leads will remain unaffected in the Leads screen of your account.

To delete a site, follow these steps:

1. Navigate to the Sites page as shown in the first section of this article.
   
2. Next, select the Delete button next to the site you would like to delete.
   
3. An alert box will appear asking you to confirm the deletion of the domain, once you select the Yes, I’m sure button the domain will be deleted.

Sub-Domain Targeting

You can specifically target subdomain and main-level domains when registering a domain to your OptinMonster account.

The following options are available when registering your domains on OptinMonster:

• Top-Level Domain: e.g. google.com
• Sub-Domain: e.g. sub.google.com
• Wildcard Sub-Domain: e.g. *.google.com

Top-Level Domain

Setting a top-level domain will allow your campaign to load only on the main domain of your site. Your campaign will not load on any sub-domain of your site.

Sub-Domain

Setting a sub-domain will allow your campaign to load only on that sub-domain of your site. Your campaign will not load on the top-level domain or any other sub-domain of your site.

Wildcard Sub-Domain

Setting a wildcard sub-domain will allow your campaign to load on any sub-domain of your site. Your campaign will not load on the top-level domain of your site.

FAQs

How can I allow my campaign to appear on every sub-domain and the top-level domain of my site?

You can configure your campaign to load everywhere on your site regardless of the sub-domain or the top-level domain by setting both a top-level domain and wildcard sub-domain in the Website field of the campaign builder.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

Troubleshooting

My site won’t verify.

There are some specific conditions which will prevent a site from being verified. These do not immediately indicate that OptinMonster is not functioning on your site.

The site connection status should only be considered an informative tool and not a diagnostic.

The following conditions will prevent your site from being automatically verified by the campaign builder:

• Condition: The OptinMonster embed code is not present on the homepage of your site.
  You may have placed the embed code on other specific pages of the site, but automatic verification checks only the homepage of the site.
  Solution: You can manually verify the site by adding ?om-verify-site=true to the end of the page URL where the embed code is added. For example, the URL may look like this: https://mysite.com/about-me?om-verify-site=true
• Condition: Visiting the homepage of the site redirects you to another page of the same site.
  For example, visiting https://mysite.com redirects you to a page like https://mysite.com/home
  Solution: You can manually verify the site by adding ?om-verify-site=true to the end of the page URL you are redirected to. For example, the URL may look like this: https://mysite.com/home?om-verify-site=true
• Condition: Visiting the homepage of the site redirects you to a different domain.
  For example, visiting https://mysite.com redirects you to a page like https://anothersite.com
  Solution: The campaign will need to be assigned to the domain that appears in the browser window before it can visually appear to site visitors. In the above example, you should register and assign the domain anothersite.com instead of mysite.com.
  Exception: If you have a Shopify or BigCommerce site that uses both an admin domain (e.g. mysite.myshopify.com or mysite.bigcommerce.com) and a pretty domain (the domain visitors use to view your site) the admin domain will always show as Not Connected. This is not indicative of any problem and there is no solution required. You should continue to assign your campaigns to both the admin and pretty domain for them to function properly as outlined in our documentation.

If none of the conditions above apply to your site and you are unable to verify it, please reach out to our support team and we will be happy to assist!

In this article, you’ll learn how to access your OptinMonster account Activity Log.

View Account Activity Log

To view your Activity Log, follow these steps:

1. From the OptinMonster dashboard, navigate to the Account > Sub-Accounts page. You can access this page by clicking on your Account Name in the top right corner, then select Sub-Accounts from the dropdown menu.
   
2. Click the Activity Log button above the list of users associated with your account.
   
3. On the Activity Log screen, you will see a list of all major activities in your account, as well as the name of the user, and the date and time that the activity occurred.
   
4. (Optional) If you want to filter your Activity Log, click the Filter dropdown. Here you can filter by Site, Campaign, or User.
   

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

You’ll learn how to enable OptinMonster Early Access in this article.

Before You Start

Here are some things to know before you begin:

• Early Access features are still being tested and improved by our team before they are officially released in the app. These features may not always work exactly as expected or may have bugs. We do not recommend using Early Access features with live campaigns.
• You can report any issues with Early Access features to our support team.

Enable Early Access

You can enable OptinMonster Early Access in your account by following these steps:

1. Navigate to the Account page.
2. Scroll to the bottom of the page and expand the Advanced Settings section.
3. Toggle the Early Access option.
   
4. When you are finished, save the changes.
5. Remember that Early Access can be turned off as needed, so if you’re not ready to use a feature in Early Access, uncheck the box, and Early Access will be revoked.

Disable Early Access

To disable Early Access features in your account, follow the section above. Toggle the Early Access option off and save the changes.

How To Be A Great Early Access Team Member!

The best part about being part of our Early Access team is that you get access to the newest features and solutions far beyond the rest of our customers and way before your competitors. In exchange, we expect you to share what you love about new features and to help us discover when things aren’t quite working as you’d like.

Here are a few tips on how to share your thoughts when testing Early Access features.

1. We intentionally provide little documentation during the Early Access phase of development. We need to know if the product is intuitive and easy to use. If you can’t figure out how to accomplish what you’re trying to do without reading a doc, we probably haven’t made it simple enough. If and when that happens, let us know!
2. When you do reach out to share your experience, here’s a simple way to structure your feedback (using the example of cooking eggs):
   1. What were you trying to do? (I was trying to make eggs for breakfast)
   2. What were you expecting to happen? (I was hoping to find fresh eggs in the carton in the fridge I could cook)
   3. What happened instead? (I opened the refrigerator, and the egg cartons had onions in them instead of eggs)
   4. What do you suggest as a solution? (Take out the onions and put eggs in the cartons)
3. Screenshots are always helpful. Videos, with your voice describing the steps to reproduce, are even more useful. Loom.com has a free plan that allows up to five minutes per video and is super easy to record.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

In this article, you will learn how to use OptinMonster’s Custom Branding feature.

• Custom Branding allows you to replace the OptinMonster logo with your own and change the color scheme of the Dashboard and Builder for you and any sub-accounts on your account.
• You can also create a custom subdomain for your agency, such as yourcompany.optinforms.com.
• You can change the branding to your own when using OptinMonster with client sites.

Enable Custom Branding

To enable or disable Custom Branding, follow these steps:

1. Log in as the OptinMonster Account Owner. Sub-account users are unable to configure Custom Branding at this time.
2. Navigate to the Account > Branding page.
3. Edit the branding of your OptinMonster account from the options available on this page.
4. When you’re ready to apply the branding click the Enable Custom Branding button.
   
5. You can disable Custom Branding at any time by selecting the Disable Custom Branding button on the same page.
   

Custom Branding Options

• Brand Name: This field will replace all instances of ‘OptinMonster’ throughout the app.
• Email Address: This field will be used as the return email for all correspondence sent through the app.
• Subdomain: This is the subdomain where your account will be located. For example, if you set the subdomain to ‘mycompany’, the default address for your site will be located at ‘mycompany.optinforms.com’. Your site will also work at ‘mycompany.optinmonster.com’.
• Copyright Text: This field replaces the entire copyright section in the footer of the app. This field also accepts some HTML and data tags, which are listed below the field box.
• Header Background and Text Color: These will change the background color and text color respectively in the top header of the app that contains the primary logo.
• Primary Button and Text Color: These will change the background color and text color respectively of primary buttons, such as the Create Campaign button on the dashboard.
• Secondary Button Color and Text Color: These will change the background color and text color respectively of secondary buttons, such as the Archives and Refresh Analytics buttons on the dashboard.
• Brand Logo: This field lets you upload an image to replace the OptinMonster logo in the header and the Brand Icon field lets you upload an image to replace the OptinMonster icon in the browser tab. The logo and icon fields only accept png images. The recommended size for the logo is 638×100 px and the recommended size for the icon is 256×256 px.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

Troubleshooting

I’m logged in but cannot access the Custom Branding area of my account.

Be sure you’re logged in as the Account Owner. Sub-Account users are unable to configure Custom Branding at this time, so if you’ve logged in using a Sub-Account user the Custom Branding page will not be accessible.

Try logging out and back in using the Owner login credentials for your OptinMonster Account and check that it resolves the issue.

Will the Custom Branding settings affect the Builder and Dashboard?

Yes, the Custom Branding settings will affect the Dashboard and builder for creating campaigns.

How can I customize something that isn’t listed as an option in the Custom Branding section?

If you want even more control over the branding and display, you can Enable Advanced Options to add your own CSS and adjust the style.

Can I reset the branding options?

Yes, you can use the Reset Branding button at the bottom of the Branding page to revert all styling to the default settings.

In this article, you’ll learn how to use OptinMonster’s sub-accounts.

Before you start, sub-accounts in OptinMonster grant varied and controlled access to coworkers and/or clients to certain aspects of your OptinMonster account.

Before you start, learn more about what rights and permissions each user-role allows.

Add Sub-Account User

1. When logged into your OptinMonster account, navigate to the Account > Sub-Accounts page.
2. Next, select the Invite a User button.
3. Enter the User’s name, email address and choose the user-role you wish to grant them. Then complete all associated fields for the user-role you’ve selected.
4. When you’re finished, select Send Invite.
5. The new sub-account user will receive an email inviting them to join your OptinMonster account.

Edit Sub-Account User

If you would like to change the settings and permissions of a Sub-Account User, you can do so following these steps:

1. From the Account > Sub-Accounts page, select the Edit button associated with the User.
2. On the Edit screen, make any modifications to the User that you want to.
3. When you’re finished, save the changes.

Revoke Access for Sub-Account

You may wish to temporarily suspend access to your account from a Sub-Account User without permanently deleting them. To revoke access, follow these steps:

1. First, navigate to the Account > Sub-Accounts page.
2. Next, select the Revoke Access button next to the User.
   
3. A confirmation dialog box will appear. Once you confirm, the user’s access has been disabled.

Delete Sub-Account

If you would like to permanently remove a Sub-Account User, follow these steps:

1. Navigate to the the Account > Sub-Accounts page.
2. Next, select the Edit button next to the user you would like to delete.
   
3. Scroll to the bottom of the Edit page and select the Delete User button.
4. A confirmation box will appear. Once you confirm the deletion the Sub-Account User will be permanently deleted from your account.

If you’re serious about jumpstarting your website business growth, then get started with OptinMonster today!

Troubleshooting

Can I get more Sub-Accounts?

If you are currently on a Pro plan, you’ll need to upgrade to a Growth plan to increase your Sub-Account limit.

If you are already subscribed to a Growth plan, please contact our support team who can assist with increasing your Sub-Account limit.

I am a sub-account user. Why can’t I see a campaign, integration, or site?

There are many reasons why you may not be seeing what you expect when logged in as a Sub-Account User, including:

• The permissions or user-role assigned to your account does not allow you to perform the action you’re attempting.
• The account owner has revoked your access to their account.
• The account owner has allowed their subscription and account to expire.

Please reach out to the account owner first about any issues you’re experiencing with your Sub-Account.

What user-roles are available for Sub-Accounts?

OptinMonster offers the following Sub-Account user-roles:

• Viewer
• Author
• Manager
• Admin

Learn more about which user-role you should assign in this guide.