14 Amazing Things You Might Not Know You Can Do with OptiMonk

14 Amazing Things You Might Not Know You Can Do with OptiMonk

A common question we hear from potential clients is, “What makes OptiMonk better than a simple popup tool?”

In this article, we’ll provide the answer by describing the specific capabilities that OptiMonk puts at store owners’ fingertips. Features like our advanced targeting system and personalization options make OptiMonk’s popups “the most powerful” ecommerce popups.

Now let’s look at OptiMonk’s vast array of industry-leading features. For each one, we’ll share tips for how you can take advantage of these features to make your own popup campaigns convert better and bring in more revenue.

Time to get started!

1. Guide your visitors with Conversational Popups

Sites with huge inventories of products can use a Conversational Popup to help visitors find what they’re looking for more quickly and easily. This avoids the Paradox of Choice,” which occurs when visitors have too many options to choose from. 

It works like this: when a visitor lands on your site, they start feeling overwhelmed by the number of products and options. Just then, a welcome popup appears and asks visitors what types of products they’re interested in.

Their choice takes them to a second page of the same popup, which shows product recommendations based on their selection. They can now choose between the 3 most popular products in that category. 

And you can also give them the option to obtain a discount in exchange for joining your email list.

How to set it up:

Pick a template from our Template Library and customize it to match the look and feel of your website. You can also change the question’s wording and the answer options according to your needs and your brand’s personality.

Next, you’ll need to choose the products that get recommended based on each answer. This will require you to duplicate the second and the third page of the popup based on the number of possible answers. 

For example: if you’re offering 3 answers to your question, then you’ll need to create 3 separate copies of the second and the third page.

For a more detailed set-up guide, click here

2. Raise awareness of your best-selling products

Another approach to fighting the Paradox of Choice is to use popups that display your best-selling products.

You can display messages based on the category your visitor is currently browsing. So instead of having to choose between, say, seven slightly different trampolines, your customers can easily navigate to the one that most people are buying. 

You can call them “Popular Products,” “Customer Favorites,” or “Best Sellers.” This works well for consumers who always want to get their hands on the hottest products.

Here are a few examples of how you can help your visitors find what they need:

How to set it up: 

First, choose one of the Product Recommendation Popup templates and personalize it with relevant, compelling copy and an enticing CTA.

Next, you’ll have to choose the settings of your product recommendation element from three options:

  • Manual: You choose which products are shown as recommendations. 
  • Recently viewed: Items whose product pages visitors recently viewed appear as recommendations. 
  • Most popular: The most popular items are recommended, but you have three further options here. You can display the most popular items from: (1) the whole store, (2) a specific category you choose, or (3) the specific category that your customer is browsing.
ProductRec3 - 14 Amazing Things You Might Not Know You Can Do with OptiMonk

You should choose the option that makes the most sense for you: are you trying to move products from a particular category? Are you more interested in helping people find the best options in the category they’re looking at? The answer to those questions (and many related ones) will guide your choice.

3. Increase average order value with Free Shipping Bars

As an ecommerce site owner, you’re probably already watching your average order value (AOV) closely and looking for ways to maximize it. Our Free Shipping Bars are a great way to get people to make more (and bigger) purchases.

Showing the visitors your store’s free shipping threshold is one of the easiest ways to boost your AOV. Customers love nothing more than free shipping, and they will often look for more items to buy just to reach the amount needed to qualify for it. 

Sticky bars are the best way to remind your customers about your free shipping threshold since they’re constantly on the screen but don’t interfere with the flow of shopping.

Here’s an example of a Free Shipping Bar:

How to set it up:

You have two options. You could set up a simple Free Shipping Bar like the one above to display your free shipping threshold. Just choose a template and put in your shipping info. 

Or you can create a Dynamic Free Shipping Bar, which updates to show exactly how much more someone needs to spend to get free shipping.

For example, if your threshold is $75 for free shipping, a customer with $50 worth of value in their cart will see a message that reads something like “Only $25 away from free shipping,” like in the example below. 

free shipping bars 14 - 14 Amazing Things You Might Not Know You Can Do with OptiMonk

To set up a Dynamic Free Shipping Bar, choose one of these templates and replace the “X” with the value of your free shipping threshold (so that the sticky bar knows how much to count down from). 

dynamic fre shipping bar setup - 14 Amazing Things You Might Not Know You Can Do with OptiMonk

4. Show size charts on product pages without redirecting your potential buyers

One of the perennial issues with online shopping is finding clothes that fit—you can’t try them on!

Some online stores include a link to a size chart, which can be extremely useful. However, these buttons often take customers to another page, which is a huge mistake since those customers might never make it back to complete their purchase.

Instead, you should display sizing charts on the product page. One great way to do this without eating up valuable real estate on the product page is with a click-activated popup that’s triggered by clicking on a “Size Guide” button.

Here’s what a popup size guide would look like in action:

ezgif.com video to gif 3 - 14 Amazing Things You Might Not Know You Can Do with OptiMonk

How to set it up:

It’s easy! All you need to do is select the “On click to a specific area” triggering option under the “When to show” menu. Just make sure your size guide button has a different class or ID than the other buttons on your site.

Note: You can use this method to provide all sorts of information and options to your customers, like shipping information and additional services like gift wrapping.

5. Promote post-purchase offers

Post-purchase offers help you transform one-time buyers into repeat customers.

Returning customers are essential for a healthy bottom line, as they spend roughly 3x more than one-time buyers. It’s also much cheaper to successfully (re)market to existing customers compared to the expense of constantly finding new customers.

The moment after a purchase is the perfect opportunity to offer customers a discount on their next one. They’re in a good emotional state to receive a coupon code, deliver feedback, or sign up for your email list.

Here’s how that could look in action:

How to set it up:

You can start by using one of our Repeat Purchase Discount Survey templates. Make sure to set it up so that it only gets triggered on your post-purchase thank you page

6. Remind your visitors to use their coupon codes

Price-sensitive visitors are not always easy to convince, but coupon codes go a long way toward fighting their resistance. 

However, a problem emerges when visitors have a code (whether for a seasonal sale or from signing up for an email list), but they forget about it while browsing your site!

Thankfully, it’s an easy problem to solve. You can use an ever-present sticky bar to remind them about their discount. 

First comes the popup with the offer of a discount for subscribing to the email list.

11 1 - 14 Amazing Things You Might Not Know You Can Do with OptiMonk

Then, right after they subscribe, a sticky bar like the one below will stay at the top of the site.

11 2 - 14 Amazing Things You Might Not Know You Can Do with OptiMonk

How to set it up:

Once you’ve created your popup and your sticky bar, all that’s left to do is link these campaigns.

It’s easy: in the “Who to Show” settings, choose the “Engaged with OptiMonk campaigns” option and then choose the coupon code campaign and the condition “filled.”

7. Create a sales funnel

With OptiMonk’s campaigns, you can create a complete sales funnel that moves your visitors all the way from awareness of your product to a sale.

Here’s a step-by-step look: 

  1. A first-time visitor signs up through an email subscription popup.
  2. When they click back to your site through the email, you immediately provide them with a coupon code (and remind them about it).
  3. After their first purchase, provide them with another discount code in exchange for feedback.

Linking together campaigns like this is a great way to build a base of loyal customers. 

Now let’s see an example in action!

Our first campaign targets first-time visitors, and the goal is to get them to sign up for your mailing list. 

11 sales funnel 1 - 14 Amazing Things You Might Not Know You Can Do with OptiMonk

Here’s the second step, which encourages people to get their code and use it ASAP. 

11 sales funnel 2 - 14 Amazing Things You Might Not Know You Can Do with OptiMonk

While they’re on your site, you can also add a reminder sticky bar to the mix.

Finally, if there are any cart abandoners, you can show them an extra offer to convince them to complete their purchase. 

11 sales funnel 3 - 14 Amazing Things You Might Not Know You Can Do with OptiMonk

How to set it up:

All you need to do is to think about the steps of your sequence and then set up a separate campaign for each of the steps. Go to the “Campaign settings” and then link your campaigns together by choosing “Engaged with OptiMonk campaigns” in the “Who to Show” menu.

For example, the first campaign is set to appear to first-time visitors by choosing the following targeting settings: 

  • First-time visitors
  • Have never made a purchase
  • Have opened at least 4 pages
  • Who have never been on the thank you page

Then, the next popup campaign should be targeted in the “Who to Show” menu as follows:

  • Engaged with OptiMonk campaigns
    • Specify the ID code of the first popup

Finally, set up a cart abandonment popup using these settings:

  • Engaged with OptiMonk campaigns
    • Specify the ID code of the second popup
  • Have items in their cart 
  • Show exit-intent

8. Set up unique coupon codes

OptiMonk can automatically create unique coupon codes for each customer. This makes tracking the successes and failures of your campaigns easier, since you’ll know whether each customer used their unique code. 

Our data shows that unique and randomized coupon codes—something like “GH66Y8”—convert much better than generic codes like “10OFF.” 

This is because randomized discount codes seem less temporary and easier to lose than a generic code, adding a sense of urgency to the coupon code itself. In contrast, a code like “10OFF” seems like it will still be around next week. 

With this option, you can create different sets of coupon codes for different campaigns, and anytime a visitor requests a code it will be unique, meaning no one else will ever see it.

The best thing? All of this is contained in an element that’s easy to add to your popups in our drag & drop editor.

Here’s what it would look like in action:

Indestructible Shoes 07 - 14 Amazing Things You Might Not Know You Can Do with OptiMonk

How to set it up:

Once you’ve selected your template, drag the coupon element onto your popup. Make sure you’ve set the “unique” condition in the coupon element’s settings instead of the “custom” condition.

9. Differentiate prospects based on their traffic source

Source-based targeting allows you to communicate different messages to visitors arriving from different channels. Since some of your incoming traffic comes from paid ads, you don’t want to waste those expensive leads.

With OptiMonk, you can create messages that are perfectly tailored to traffic coming from different sources. For example, you might want to use an informal, friendly tone for traffic from Facebook and Instagram but a more business-like tone for visitors from Google Ads or LinkedIn. 

You can also create custom campaigns for just one channel. 

Here’s an example of a Facebook-tailored message. 

15.14 - 14 Amazing Things You Might Not Know You Can Do with OptiMonk

How to set it up: 

Under the “Who to Show” menu, you’ll need to click on the “Add new condition” button and choose “Source.” There, you can use the presets that cover common traffic sources or provide your own unique URLs to include or exclude.

10. Offer a custom quote

Some businesses don’t list precise prices for their services but instead, provide quotes after learning about the details of a job. 

These types of businesses can use popups to encourage web visitors to get in touch for a quote. 

One great approach to take is a click-based popup that appears when someone clicks a “Get my quote” button. On the popup, you should aim to collect all the relevant information you need to create the quote. And by asking for contact details, you’ll be able to get in touch with the potential client directly. 

This is how a custom quote popup looks in action. After clicking on a link or button, the popup appears:

ezgif.com video to gif 4 - 14 Amazing Things You Might Not Know You Can Do with OptiMonk

How to set it up:

You’ll have to create messages for both the button and the full popup in our drag and drop editor. 

Once the campaign is ready, you’ll just need to set up the triggering on the “Display Rules” page. In the “When to Show” section, select “On click to a specific area.”

11. Give on-page support

Providing good customer service and support is crucial. This is especially true for businesses in the service industry. 

By enabling your visitors to seek support while browsing your page, you’ll make their lives easier and improve the overall customer experience. 

With a well-designed OptiMonk popup, you can invite your customers to call or email for help resolving their issues. 

16 - 14 Amazing Things You Might Not Know You Can Do with OptiMonk

How to set it up:

For the “Call Us” and “Email Us” buttons you need to enter a short bit of JavaScript in the JS editor, which you’ll find in the drag and drop editor.

The Code for calls is:

$(‘#ele_x6u0il0x23’).on(‘click’, function () {



The Code for emails is:

$(‘#ele_9_FCOnBS82’).on(‘click’, function () {

  window.location = “mailto:support@optimonk.com


You’ll need to put your own information into the sections highlighted in red, and then insert the script into the JavaScript editor (within the Drag and Drop editor).

12. Ask your visitors why they’re leaving

98% of visitors abandon ecommerce sites without buying anything and without subscribing to a list. That’s…almost everyone.

With an exit-intent popup, you can ask people why they’re leaving just before they do.

Use an Exit Feedback Survey and set a few answers which are common among visitors on their way out. This will give you invaluable information about how to improve your site. 

Here’s an example:

flip angol popup - 14 Amazing Things You Might Not Know You Can Do with OptiMonk

How to set it up:  

This one is easy: simply choose an Exit Feedback Survey template and write in your own questions and answers.

Finally, make sure to set up an exit-intent trigger for those who are not leaving your site via the thank you page. 

13. Ask for personal data for more personalized email campaigns

The more personalized you can make your messaging, the more effective it will be. This is true for both popups and email marketing. 

By asking for personal information from your customers, like their name, gender, or what types of products they’re interested in, you can segment your audience more effectively.

You can ask for this custom data in your email signup popup. This is a great place to ask for extra info, because you’ll be able to start a more personalized relationship from the very first newsletter you send them.

Here’s just one example of the custom data you could ask for:

21 - 14 Amazing Things You Might Not Know You Can Do with OptiMonk

How to set it up:

To set this up, just drag a “Radio Button” element on the popup and enter the options based on how you want to differentiate your customers. This can be very straightforward, like asking their gender, or more subtle, like whether they prefer dogs or cats.

Once you’ve done that, set your targeting and segmentation as usual.

14. Gamify your popups

Gamification makes the shopping experience more fun, increasing the likelihood your popups will convert and grow your lists. 

Less-engaged visitors who wouldn’t bother subscribing for a 10% discount will spin the wheel just to see what happens…and for a chance to win big. 

Since there’s an element of immediate gratification to whatever level of discount someone ends up winning, they are more likely to use that discount immediately. 

Here’s an example of a gamified popup:

23 - 14 Amazing Things You Might Not Know You Can Do with OptiMonk

How to set it up:

For gamification, you can select one of the Spin-to-Win popup templates.

After customizing it to your needs, click on the Wheel in the Drag and Drop editor to set up which promotions and coupon codes you’ll make available. You can also adjust the odds of each outcome, maximizing your profitability.


That was a wild ride through many of the lesser-known use cases and hidden tricks you can pull off using OptiMonk’s software! As you can see, popups are an incredibly flexible tool that can convert extremely well when the messaging is on point and the targeting precise.

There’s a lot you can do with OptiMonk’s robust software, so you’re going to have to experiment yourself to get the absolute most out of your website’s popups. 

And because OptiMonk has advanced A/B testing and analytics capabilities, you’ll always be able to track exactly how much of a difference upgrading your popups makes.

Now that you know more about OptiMonk’s capabilities, it’s time to create your free account or log into your existing one to test them out for your own store.

And don’t forget to let us know in the comments below which solution worked best for you!

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One thought on “14 Amazing Things You Might Not Know You Can Do with OptiMonk

  1. Susan says:

    Great list, Kata! You gave me some new ideas I will definitely try. Campaign linking is one of my favorite OptiMonk features, I recommend everyone to try it.

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