How To Set Up Constant Contact and OptinMonster

In my previous article, I talked about how small businesses can successfully generate and convert considerable volumes of leads with WordPress.

You’ll notice in there I mentioned two very simple yet effective tools – OptinMonster and Constant Contact.

Today I want to show you how you can set up OptinMonster and Constant Contact for your WordPress site in five minutes.

But before I get started, I have a little advice for you and that is – do this right now.

A lot of the times I’ve seen business owners procrastinate when they hear about setting up a tool, it’s like they suddenly get cold feet, even when it’s free. Eventually, they forget about the benefits and the job remains pending forever. This is blasphemy for any business.

So I suggest you give yourself 5 minutes and optimize your site for lead generation now.

It’s an easy to follow step-by-step visual guide. I’ve made sure you’ll find everything you need to know below.

Here’s a list of what I’ll cover –


  • Setting Up Constant Contact

  • How To Set Up Automated Campaigns Using Constant Contact

  • How To Set Up OptinMonster For WordPress

  • Designing Your Email Form

  • Summary


Setting Up Constant Contact

First of all, you will need to visit Constant Contact’s website and sign up for free (they offer a 30-day free trial).

Once you have created your free account, you will be sent to the dashboard.

Here you will need to create your first email list.



Click on ‘Set up your first list’ and you will see a pop-up. Here you will be asked to name your list. Enter a suitable name, it can be ‘Wordpress lead generation list’ or something that’s relevant.

For convenience, I will name the list as ‘Wordpress lead generation list’.

Next add your email list here. Or at least one email address if you don’t have an email list yet. This can be your email address for testing and set up.


Click ‘Save List’ once done.

Next, you will need to fill in your organization’s information such as website URL, full business address, the type of industry that best describes your business and your logo.


Click the ‘Save’ button once done.

Now that you have already created your first email list and filled in your business information, you should see that you’re getting close.

At this point, Constant Contact will prompt you to send your first email using their service. But wait – don’t, not yet.

We will first set up your emails, so they are automated and get sent to your new leads every time without you having to move a finger.

Next, I’ll show you how to create your own automated campaigns like a pro in minutes.


How To Set Up Automated Campaigns

Head to the Campaigns header menu and click on the big orange button that says ‘Create’ on the top right-hand corner.


This will take you to a new page where you will be required to name your autoresponder and select the email list (the one you already created) to use for this campaign.

I’ve named my sample autoresponder – ‘Welcome email series for optin from WordPress’ (see below).



NoteAutoresponder is an email marketing tool that sends your email list a series of emails based on a certain action (i.e. signing up to your list).

Now select ‘Creating a new email’ and click ‘Continue’.

On the following page, you’ll be presented with a collection of pre-made email templates. Pick the one that’s most suitable for your messages.

I have picked ‘Basic Newsletter’ as an example. You can pick any.



Note: You can also purchase premium branded templates for your business. They look more professional.

Once you have selected your template you’ll be moved to the editing page. This page might come across as a bit overwhelming if you’re a beginner.

But don’t worry, it really is NOT. I’ll show you how you can easily breeze through this section.


In the image above I’ve highlighted and numbered the main parts of the email template for your convenience and easy understanding.

  • – This ‘From’ section should contain the name of your business and the ‘from’ business email address you want your subscribers to see.
  • – This is where you should insert your ‘Reply to’ email address. This can be the same as your ‘from’ email address unless you prefer to have your email replies sent to a different address. So, all replies to your emails for this campaign will go to the email address you add here. Very important to make sure there are no typos.
  • – This is the Subject line of your email.
  • – The ‘Pre-header’ is the first few characters of the actual body of the email that appears in an inbox before the email is opened.
  • – These are the various elements that you can use to customize your newsletter.
  • – This is simply the template name you want to assign to this email for your own convenience. This is for internal purposes only and your readers won’t see it.


The best thing about Constant Contact is that you do not need any coding knowledge or skills. It’s all drag and drop. It’s that simple.

So, create your first email here and click ‘Continue’ in the top right corner.

Click ‘Save changes’ next.

Your newly saved email template will be marked as ‘Inactive’ by default. You’ll see this when you return to your ‘Campaign’ section. Nothing to worry, that’s how it should be.


Here click on the dropdown box that says ‘Actions’ and select > ‘Manage’. Next, select the email you created from the option list. Now select ‘Schedule’.

Here you can choose when you wish to have this email sent, it could be straight after a contact is added to your list, 10 minutes later, hours, days or weeks. You can set it however you wish according to your marketing strategy.


Easy so far? Great. Let’s wrap this up. You’re almost done.

I suggest you send your first email ‘Immediately after contact is added to list’ for the biggest impact. Lead freshness is directly related to lead conversion.

Now, after selecting ‘schedule’ option, it’s time to ‘Save’ and then click the ‘Activate’ button on the top right-hand corner.

Next thing, you’ll have Constant Contact asking you if are “Ready to Start Sending”?

This is an exciting and nerve wrecking time for most first timers. And it happens to all of us. Don’t worry, you can always come back and tweak, edit or add if you think something’s not up to the mark.

So, go ahead and click ‘Activate’.

And congratulations, there you are. You’ve set up your first series of autoresponders all by yourself. To add more emails to this series, simply rinse and repeat.

I added some tips on what your autoresponder emails should ideally contain in my How to Generate Quality Leads For Your Business Using WordPress article.


How To Set Up OptinMonster for WordPress


Now that you’ve learned how to set up your email campaign let’s proceed to see how you can use OptinMonster to capture leads and feed your email list. At the end of the day, every email campaign needs an email list to work on.

So, let’s begin.

First, you’ll need to create an account with OptinMonster. Please do it now by visiting their site and signing up for their 14-days free trial.

Once you’ve done that, go to the header menu and click ‘Integrations’.

Select ‘Constant Contact’ from the list.

Next, you’ll need to connect your Constant Contact account to your OptinMonster account. You can do this by clicking ‘Register Constant Contact’ and then simply logging into your Constant Contact account (that you just created).

Once done, allow OptinMonster access to your Constant Contact account.

Now you need to login to your WordPress admin. Go to ‘Plugins’ and search for Optinmonster.

You’ll see a handful of options there. Select ‘OptinMonster – Best WordPress Popup and Lead Generation Plugin‘.

Click ‘Install Now,’ and ‘Activate’.

To start using OptinMonster on your site, you will now need to connect your newly created account to WordPress.


OptinMonster will now ask you for your API username and API key. Don’t fret. API simply stands for ‘Application Program Interface’.

Both API username and API key can be found by clicking the API header menu and clicking ‘Generate API Key’ within OptinMonster.

Copy and paste your Username and Key in the relevant blank fields within WordPress.


And you are done! You have successfully integrated OptinMonster to your WordPress.


Designing Your Capture Form

Now we’ll be moving from technical to creative. You want your capture form to be appealing. Visual imagery plays a big part in both lead capture and conversion.

So let’s now move to your OptinMonster ‘Dashbord’.

Click the ‘Create New Optin’ button.

Here you’ll get a wide selection of eye-catching readymade templates that you can use for your site.


Give your Optin campaign a suitable name where it says ‘Optin Campaign Title’.

 Type in your web address in the box that says ‘Select your website’.

On your left-hand-hand side you select the type of optin form you want for your site. I will pick ‘sidebar form’ to best serve the purpose of this post.

So, now you have a template of your choice and selected ‘sidebar type’. Awesome.

It’s time to face the design section. Get creative because here you will be able to customize your form by selecting text, adding/removing and editing.

Here’s the wide range of options you’ll get.

Setup: You will need to give your form a name and your website URL (it will pre-populate what you wrote in the last section).

Optin: Here you can change the color of your form and can add more fields to your form like ‘optional message’ or ‘phone number’. It’s really up to you but I suggest you keep it down to a minimum. Less is more!

Yes/No: This is your ‘CTA’ or ‘Call-To-Action’. Basically here you are giving users the choice to say Yes or No to your offer.

Success: Once your users have submitted their contact information, this is ideally the short message you want them to see – ‘Success’.

It’s also a great idea to redirect them to another relevant page of your website. These people have just signed up, make sure you take full advantage of the momentum you’ve built and engage them deeper into your service.

Display Rules – This is for you to choose when to display and where to display your optin form.

There are plenty of options to choose from in the settings section. You can pick specific pages for the form to show or decide to use it for mobile or desktop users.

Integrations: This allows you to seamlessly integrate this service with other marketing tools like Constant Contact.

Here select Constant Contact as your email service provider. Next, select your account so all optins get added straight to your Constant Contact email list.

Analytics: With this you can track users who optin, using Google Analytics. To use this feature, click the ‘Generate Authentication Code’ button.


Once this is all set up, head back to Campaign header menu and go ‘Live’.  Then click ‘Save’.

Now back to WordPress and select the Optinmonster tag in the sidebar.

Your newly created opt-in bar in the opt-in section will show as ‘Disabled’. Not to worry.

Simply click ‘Go live’ and your status will change from ‘Disabled’ to ‘Live’.

Because I created a sidebar form, here I will now need to visit my WordPress Widget section. And then I will pop the OptinMonster widget in my sidebar.

Now go to your website and make sure the sidebar is visible and properly positioned.

And there you have it. Well done!

I admit it took a little more than five minutes, so sorry about that. But now you have in place a proven effective lead generator and converter working for you.

Make sure you spend some time testing your optin form using some test email addresses, other than the one you already used.


To Sum Things Up

Your website is now armed with OptinMonster – a lead capturing tool that is integrated with one of the best email service providers of the day.

Every time someone subscribes to your site, they will receive your automated email series without you having to bat an eye.

If you decide to send them more emails, simply set up more autoresponders, repeating the same process.

Wasn’t that easy?  Let me know how it worked out for you or if you need further help.

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