Top 20 CRO Tips from OptiMonk Clients to Get Started With Conversion Optimization

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Whether you’ve had an ecommerce site for 3 months or 3 years, the work never stops. You always want to be more efficient, more successful, and boost conversions by improving the customer experience.

According to the latest ecommerce stats, 97% of website traffic leaves without buying.

That’s where conversion rate optimization (CRO) comes in. Optimizing your website conversion rates with OptiMonk is a game-changer. It helps you save visitors and turn them into customers without needing to be a technical or marketing expert.

To help you get started, we reached out to our clients and asked for their top tips on using OptiMonk to boost conversions. 

In this article, you’ll discover the best advice from 20 OptiMonk clients across various industries. You’ll learn how to use OptiMonk and create effective campaigns to increase conversions.

Keep reading!

What is your primary goal with OptiMonk?

To understand how OptiMonk helps ecommerce sites achieve their goals, we asked our clients a straightforward question: “What is your primary goal with OptiMonk?”

Here’s what they had to say:

1. Targeted messaging based on customer behavior

David emphasized the importance of tailored messages for different landing pages and traffic sources. By doing so, Down & Feather Co. can engage website visitors more effectively, increasing the chances of conversion.

“We really wanted to present specific messaging to customers depending on what page they showed ‘exit-intent’. The ability to differentiate messages between checkout pages and product pages was very important to us. Additionally, being able to present messages based on the ‘source’ of the traffic was equally critical as we ran different campaigns across different channels.” – David Smith, President & Founder @ Down & Feather Co. 

2. Capturing leads and nurturing relationships

Anthony highlighted a strategic use of OptiMonk throughout the sales funnel, capturing leads and nurturing them with relevant content and offers, ultimately increasing conversion rates.

“Our primary goal with OptiMonk is to capture leads, exit-intent visitors and further our customer relationships. We do this by utilizing OptiMonk in a different way at each stage of our funnel. At the top of the funnel, we use OptiMonk to capture exit-intent traffic and follow up via email with additional content to help educate prospective buyers. At the middle / bottom of the funnel, we use OptiMonk to capture leads and make sales through discounts and email marketing.” – Anthony Mink, CEO @ Live Bearded, LLC

3. Simplifying choices for immediate conversion

Mark pointed out that simplifying decision-making for customers can significantly improve conversions. OptiMonk helps guide potential buyers towards a choice, reducing the overwhelming feeling that can come with too many options.

“My two primary goals with OptiMonk are to capture the email addresses of people we know are interested in our products, and convert site visitors into immediate buyers. Research has proven that faced with too many choices, people tend to not make any decision. When your site visitor looks at multiple page views they are serious buyers, but when faced with trying to determine what product is best for them out of hundreds of products, many of them move on to the next site. When you add complex products like our Hemp CBD Health products, it’s an even tougher decision. OptiMonk is very effective at helping them decide on the spot, becoming an email prospect or better yet an immediate customer. With OptiMonk, their decision is reduced to ‘yes, I want free shipping’ or ‘yes, I want a discount’ or ‘yes, I want this information’.” – Mark Fluga, Founder & CEO @ Hemp Oil Factory

4. Building a strong customer connection

Pavel values the role of OptiMonk in fostering connections and gathering customer reviews, which aids in building trust and a robust lead database for ongoing communication.

“For us, [OptiMonk] is important to get a very good review from potential customers and make a good connection with them. It is also a great feature for growing a lead database for communication.” – Pavel Kunert, Head of Marketing @

5. Growing an email list for future engagement

Ash focuses on using OptiMonk to grow their email list, which is crucial for understanding their audience and nurturing relationships through targeted email marketing.

“[I use OptiMonk] to collect emails from people who visit my website. This gives me a better idea of who is visiting my website, and an email address allows me to build my email list and start a relationship with a potential customer through email marketing.” – Ash Moorehead, Owner @ Buddy & Me 

buddy & me conversion optimization popup

Which is your favorite OptiMonk feature and why?

To dig deeper into how our clients make the most out of OptiMonk, we asked them, “Which is your favorite OptiMonk feature and why?”

Here are their insights:

6. Advanced targeting options

Advanced targeting options allow Olive Oil Lovers to create highly specific and effective campaigns, ensuring every visitor gets a personalized experience.

“The targeting options. Not enough can be said about your targeting options. That is especially true for the advanced ones like visitors with specific cart content and custom variables. We haven’t thought of an onsite campaign yet that is not possible with OptiMonk.” – George Floropoulos, Director of Marketing @ Olive Oil Lovers

7. Product recommendation templates

The product recommendation templates help Organixx capture abandoning visitors’ attention. This feature uses visuals and discounts to encourage purchases, significantly improving conversion rates.

“I love the product recommendation templates – if users are trying to abandon a cart it gives me an opportunity to entice them to purchase a product by using product images and showing discount pricing. I also love the fact that I can manipulate settings based on visitor behavior.” – Anita Elisha, Marketing Coordinator @ Organixx

8. Simplicity and detailed analytics

Mathias values OptiMonk for its user-friendly interface and detailed analytics. The ease of setup saves time, while the ability to compare campaign performance ensures continuous improvement.

“I think I have to highlight two features: The general simplicity and ease of use of OptiMonk, and the detailed statistics dashboard for comparing campaigns. I would not have chosen OptiMonk if it wasn’t so easy to setup and use, and I would not have stayed if I couldn’t compare my different campaigns and ads against each other.” – Mathias Schrøder, IT Specialist @ Seniorshoppen

9. Customizability and affordability

OptiMonk’s customization options and affordability allow Bedding Stock to tailor their campaigns to specific needs without breaking the bank, maximizing their marketing efforts.

“We love that [OptiMonk] is very customizable and there’s a lot of options available for us to take advantage of. Also, the plans are very affordable.” – Steve Berke, Owner @ Bedding Stock

10. Automation and efficiency

Deborah loves the automation capabilities of OptiMonk. Once set up, it runs independently, saving her time and ensuring consistent marketing efforts without requiring constant attention.

“That it is automatic and does its magic for me once I set it up. Awesome! I get really busy and it’s hard to find the time to do everything, so this is one less thing to think about or have to remember!” – Deborah Jaffe, Owner @ The NEVERknead

the neverknead conversion optimization popup

What is your #1 tip on using popups?

To help you maximize the effectiveness of your popups, we also asked our clients for their top conversion rate optimization tips on using popups with OptiMonk.

Here’s what they shared:

11. Segment customers for relevance

Karl emphasizes the importance of customer segmentation. By using OptiMonk to tailor offers based on visitor behavior and history, Plate Trader ensures that popups are relevant and engaging, not intrusive.

“I think segmenting customers is key. Before using OptiMonk, I had tried several of the alternatives and although they all claimed to have the same features, none of them could do this reliably and effectively other than OptiMonk. Being able to segment customers based on where they are on our site at the time, whether they have/haven’t visited certain pages, whether they have already seen a specific popup or offer before or not, whether they’re already a customer or not, etc. allows us to really tailor the offers that we show and make sure they are relevant to the customer and not annoying.” – Karl Moss, Founder @ Plate Trader

12. Continuously test and refine

Ashley highlights the need for ongoing testing and refinement. Keeping your messaging fresh and aligned with customer preferences helps maintain high conversion rates and prevents message fatigue.

“To keep testing & refining the messaging and call to action to find what works for your target market. Even after a successful period the messaging can tire, so it’s good to refresh as soon as you see your conversions dipping consistently.” – Ashley Shepherd, Managing Director @ Over50choices

13. Use yes/no opt-ins with clear choices

Timothy suggests using the Yes/No opt-in feature to make the “Yes” option compelling. This technique can significantly increase the likelihood of visitors opting in, boosting your lead generation efforts.

“Use the ‘yes or no’ opt-in feature on OptiMonk and make the ‘Yes’ a no brainer such as (YES, I want to lose weight) and NO (I’d rather stay overweight). It increases the likelihood of somebody clicking on yes and opting in to the eBook.” – Timothy Han, CEO @ Success Insider

14. Tailor offers based on page content

Nathan advises creating a strategy and tailoring offers based on landing page content. This approach ensures that popups are relevant to what the visitor is viewing, leading to higher engagement and conversion rates.

“I think it is important to have a plan. Don’t just use the same offer across the whole site. Use the targeting features of OptiMonk to provide the right offer at the right time. For us, if we have a blog post about adult coloring designs then we will have the popup offering free designs. You can also get specific with each product page and collection page. Tailor the popups to your audience and you will see a much higher conversion rate as a result.” – Nathan Richer, Marketing Manager @ Creatively Calm Studios

15. Capture emails on first visit

Nicholas underscores the importance of capturing email addresses from first-time website visitors. Since most new visitors don’t buy immediately, securing their email allows for follow-up marketing to turn them into customers later.

“The majority of first time visitors will not make a purchase, so as a seller it is imperative to capture their email address on the first visit.” – Nicholas Galekovic, Founder @ BEARD KING

beard king

If you could highlight only one targeting option, what would it be and why?

Finally, we asked our clients to highlight their most valuable targeting option in OptiMonk.

Here are their insights:

16. URL-specific targeting

Chris appreciates the precision of URL-specific targeting. By excluding visitors who have already completed a purchase, Cameron Hughes Wine avoids redundant popups, ensuring a smoother user experience and more efficient marketing efforts.

“The URL-specific targeting is very helpful. For example, if we know someone just visited the ‘checkout success’ page, we can prevent them from receiving the popup. It makes us more savvy and efficient.” – Chris Saylor, Chief Technology Officer @ Cameron Hughes Wine

17. Targeting visitors on specific pages

Gerry finds targeting specific pages invaluable for reaching niche audiences. This method allows Tax & Super Australia to present relevant offers to visitors based on their interests, increasing engagement and conversions.

“I would highlight ‘visitors who are browsing one of these pages’ targeting option because it enables us to target specific audiences with specific interests. For example, in one campaign, I just wanted to target people who were interested in a specific area of tax and let them download a free chapter of our publication. With the targeting option, I can show the popup only to visitors who are either visiting or have visited that product page.” – Gerry Joeng, Digital Marketing Coordinator @ Tax & Super Australia

18. Time on site triggering

Tim emphasizes the effectiveness of time on site triggering. By triggering popups for engaged users who spend a certain amount of time on the site, Socialhype targets those more likely to convert, leading to better use of discounts and offers.

“Time on site. We’ve used exit-intent but found users would sign up and then receive a popup with a discount code when they closed out! We have a 10-20 sec popup as users who spend more than 5 secs on our site are engaging in our content, and those are the users most likely to be pushed to convert with a discount code.” – Tim Jennings, Director @ Socialhype

19. Cart abandonment targeting

Andrew highlights cart abandonment targeting as a crucial strategy. By offering a small discount to website visitors who abandon their cart, Packing Sorted successfully recaptures potential sales, significantly boosting conversions.

“Targeting people that have added items to their cart. These are potential customers that have looked at your offering, added it to their cart and then didn’t convert. A simple exit-intent popup offering them a small discount can have a huge effect on conversions. Using this method, we’ve converted an additional 15% of this audience alone!” – Andrew Sumner, IT Manager @ Packing Sorted

20. Country-based targeting

Salo points out the importance of country-based targeting for EzPacking, Inc. This feature enables them to tailor their marketing efforts to different regions, addressing the diverse needs and preferences of their global customer base.

“Targeting by country is very important for us because we have customers all over the world.” – Salo Mizrachi, President @ EzPacking, Inc.



What is a CRO strategy?

A CRO strategy is a systematic approach to improving the percentage of website visitors who complete a desired action, such as making a purchase, signing up for a newsletter, or filling out a form. CRO strategies involve analyzing user behavior, identifying areas for improvement, and implementing changes designed to enhance the user experience and increase conversions. A comprehensive CRO strategy includes setting clear goals, using data-driven insights, and continuously testing and optimizing various elements of your website.

How to get better at CRO?

To get better at conversion rate optimization (CRO), start by understanding your target audience and their behavior on your website. Use Google Analytics and other analytics tools to gather data on how website visitors interact with your e-commerce website. Identify bottlenecks and areas where users drop off. Regularly test different elements such as headlines, calls to action, and page layouts to see what works best. Learn from these tests and continually refine your strategies.

What are the best conversion rate optimization strategies?

  • Popups: Popups are a powerful tool for capturing visitor attention and driving conversions. Use exit-intent popups to capture leads before they leave your site, offer discounts, or promote special deals. Make sure your popups are well-designed, relevant, and timely to avoid annoying users.
  • A/B testing: A/B testing involves comparing two versions of a web page or element to see which one performs better. Test different headlines, images, calls to action, and layouts to determine what resonates most with your target audience. Use the insights gained from A/B testing to make informed decisions and continuously optimize your ecommerce website for better performance.
  • Personalization: Personalizing the user experience can significantly optimize conversions. Use data such as browsing history, location, and past purchases to tailor content and offers to individual visitors. Personalized recommendations, targeted emails, and dynamic content can make visitors feel valued and more likely to convert.

Wrapping up

I hope these conversion rate optimization tips from our clients help you achieve better results with OptiMonk.

As you can see, creating well-targeted campaigns is one important key to success. Our clients sell a wide range of different products and services, and they highlighted what works best for them. I think everyone can find a tip that is relevant to their industry and find some benefit.

I also hope these conversion rate optimization tips inspire you with confidence. Remember, even the most successful OptiMonk clients started by building their first campaign!

We would like to give a special thanks to all our clients who shared their advice and experiences to help other businesses improve their results. Thank you!