OptinMonster

With Uncanny Automator and OptinMonster, you decide which trigger, or set of triggers, a user must complete before an OptinMonster campaign appears. The Show a campaign action displays any campaign from your OptinMonster account at the end of a recipe, so the campaign responds to what the user did on your site rather than to a page view alone. A few examples:

• When a user posts a topic in a specific bbPress forum, show a campaign that invites them to join a related forum.
• When a user purchases a specific WooCommerce product, show a popup with a coupon code for a complementary product.
• When a user completes a MemberPress course and fills out a post-course WPForms survey, show a campaign that congratulates them and links to the follow-up course.

The action is in the free plugin. It needs the OptinMonster plugin installed and active on your site; the OptinMonster integration appears in the recipe builder only while it is.

Setting up your OptinMonster campaign

Start with the campaign you want the recipe to show. How you build it depends on how it should appear (popup, slide-in, and so on) and whether it collects information from the user or only displays it. The OptinMonster documentation covers building a campaign.

Under the campaign’s Display Rules, any option works with Uncanny Automator. If users should see the campaign only when they complete the recipe, choose MonsterLink (On Click), which keeps the campaign from showing on its own.

When the campaign is ready, install and configure the OptinMonster plugin on your site so that your campaigns are available to Uncanny Automator.

Adding the Show a campaign action

1. Go to Automator > Add new recipe, select the recipe type, and click Confirm. Add the triggers the user must complete; see Creating a recipe. In a recipe for logged-in users you can add several triggers and use Change trigger logic to require all of them before the campaign shows.
2. Click the + at the end of the flow. In the picker, type OptinMonster in the search box and select OptinMonster, then Show a campaign. If OptinMonster is missing from the picker, the OptinMonster plugin is not installed or not active: the picker’s Ready-to-use only switch hides integrations whose plugin is missing or switched off. Switch Ready-to-use only off and OptinMonster appears with a Not installed badge, or Not active when the plugin is installed but switched off; selecting it names the plugin, with a pointer to install OptinMonster from the WordPress.org plugin directory or an Activate OptinMonster button that opens the Plugins screen. See Finding integrations in the recipe builder.
3. In the Set up step, Campaign lists the campaigns in your OptinMonster account. Inline campaigns are not listed; in the field’s own words, “Inline campaigns are not supported as they are always displayed.” Select the campaign to show. If Campaign is greyed out and reads No results found, the OptinMonster plugin on your site is not connected to your OptinMonster account yet.

4. Click Save. This action has no Test step.
5. Switch Recipe on in the top bar. The campaign now appears for users who complete the recipe’s triggers.

Note: The campaign must be active in OptinMonster. If it is paused, the action fails and the action log records “The campaign is not active”.

Related: OptinMonster Triggers, Creating a recipe, Managing triggers