Getting started

Welcome to Concrete Conversion Opt-In! This is an introduction so you can quickly get into the features and see how easy it is to create great Opt-In campaigns for your website.

This color and marking denotes an action that you should do to move forward in the guide.

The first thing you should do when you've installed the add-on is to browse to the start page of your site (still being logged in) and look at the top left of the toolbar. Next to the edit button is now the "Edit Opt-In" button, which allows you to edit the campaign for the current page.

Click the Edit Opt-In button to open up the campaign dialog.

Creating a campaign

We're using the concept "campaign" because the goal with Opt-In is to collect contact information on your website. So if you have a special offer for example, you'll need a time-limited campaign to collect email addresses that should be converted to sales through other means.

With that terminology in place, we can now start working on our campaign. The campaign dialog looks like this:

It has navigation pills on top so you can quickly go to the part you want. As you can see the Save button looks a bit different when creating a new campaign, we’ll get back to that soon.

Note: If you're using Opt-In Lite or Pro, there will be more options available that will be explained in the next guides.

Campaign settings

Start by looking at the Campaign section. The first checkbox is for enabling/disabling the campaign, so we can leave it on.

The next setting is "Display on subpages." This is a Lite and Pro feature which enables you to display the campaign on all subpages of your website. Opt-In Free only supports a single campaign displayed on the start page.

Let's move on to the Rules.

Rules settings

This section gives you control of how you want your campaign to appear to your site visitors. In the Free version you can select how many times the user can visit the page to see the campaign.

Check the "When the user visits the page" rule and leave the setting at "first". Also check the Hide part of the same rule right below, but change the setting to "third", like this:

You have now set the campaign to display for the first and second time someone visits your site, but not on the third visit and afterwards.

Submit Action

This section configurates what will happen when someone submits their email. In Opt-In Free you can select a message that will be displayed to the user, but as you see, in Lite and Pro you can redirect the user to another page, close the dialog automatically and even send a mail to the user (which is a Pro feature only).

Check the "Display message" box. A text editor will appear, write a short thank you-message there.

Now we're at the final setting of the campaign, the content.

Content settings

One thing that makes Opt-In so flexible is that you have the choice of different types of forms and many different designs. The two form types currently available (more to come in the future) are Pop-up and Slide-in. The images in "Select type" will show you how they will appear.

Click on the Pop-up image. This will load the available designs for the Pop-up. Click on "Simple Green" to select it, but you can browse through the others by hovering over the zoom-in icon on the bottom for each design.

Everything is set now, so we can save our campaign! Click the "Save and Edit Content" button on the bottom right of the dialog. A new dialog should appear on top of the current one. If something went wrong, follow the instructions and click Save again.

Creating content

The new dialog is a content dialog, which is for adding enticing content to the pop-up, so people will submit their email!

In "Edit Pop-up settings" you can customize how the Pop-up will appear and behave. In the Free version you cannot change anything here, so let's look at "Edit content" instead.

Edit content

The fields in this section are what will be displayed to the site visitors. For the "Simple Green" design that we selected there are four fields: Header, Text, Email label and Send button text. It can be hard to remember exactly where those fields will be displayed, so at the start of the section you have a Reminder link that will give you a visual overview.

Click the "Click to display/hide" link to display the reminder. Filling in those fields now should be easy, so add some text to the fields and when you are satisfied, click "Save" on the bottom right.

After saving the content we’re back at the campaign dialog. Ready to see the result?

Display and subscribing

Close the campaign dialog on the bottom left and reload the page. When the page has finished loading, the Opt-In dialog should appear in all its glory! (If not, make sure you’re not in Page Edit mode.) Let's subscribe by entering your email and clicking the button.

The “thank you” message you entered before should appear, and you can close the form by clicking outside it or on the close button.

So where did your email address go? It went to the subscribers dashboard page, where we will go next:

Subscribers

Click the Dashboard button on the toolbar and then on the bottom of the dashboard page, the "Subscribers" link in the "Opt-In Free" section.

This page will list all the subscribers, and you can do some basic actions like deleting unwanted addresses here. What is most interesting though is the Export option at the bottom, which gives you a versatile way of exporting the subscribers.

Exporting

The most common export usage is to open the list of subscribers in a spreadsheet or mailing list program for further editing. Since all programs seems to use different formats for timestamp and separators, you can change them in the fields below the list. For maximum flexibility the php "date" function is used, which you can learn more about by clicking on that link.

For now though, click on "Export list" link on the bottom right and a file should be downloaded that you can open in a spreadsheet program or a text editor. If the spreadsheet import doesn't work perfectly, change the Separator and Timestamp settings until you find a setting that works with your particular software.

The settings are automatically saved when you change them and will be kept for future usage.

Resetting the campaign

As a final topic, there is a "Campaign actions" button on the top right. When you click that you'll see a "Reset campaign cookie" option. Here's how you can use it together with the subscribers page to create a new campaign:

  1. Export the subscribers as described above and click the "Delete all subscribers" button.

  2. Go to the start page, edit the campaign and do the required changes.

  3. Click "Reset campaign cookie". All previous subscribers can now see the new content.

  4. Save the campaign.

All previous subscribers can see the new content now and the subscriber list is empty, ready to be filled with new mail addresses.

NOTE: If you're using Opt-In Pro you don't have to reset and delete anything, instead you can duplicate the campaign to create a new one, and filter the subscribers per campaign.

Ok, that's it for the introduction! I hope you found Opt-In easy to understand and use. If you like, keep reading the next guide about how to create a Slide-In.

Please ask any questions on our support page.

Good luck with your Opt-In ventures!