MailOptin Review – Lead Generation & Email Automation

If you want to build an email list, you certainly need a tool that will help you create email optin forms and display them on your site. MailOptin is one such tool that can really help you accomplish your email list building strategy. With this plugin you can build a targeted list and raise your profitability in business.

In this MailOptin review, we’ll take a look at what makes the plugin one of the best lead generation tools for WordPress users. We’ll also delve into the core features of the plugin as well as other supplementary aspects of the tool that makes it an important lead generation solution for internet marketers.

MailOptin Review: How It Helps Grow Your List and Build Your Business

This is not just a plugin for creating one or more email optin forms, it’s an all-in-one list building tool that maximizes conversion and in return, brings about profitability.

You achieve this by using the plugin to create attractive email optin forms which can be displayed anywhere within your site.

In terms of lead generation, there are several ways this plugin can help you in building a profitable list and we will find out soon, just how sophisticated this tool can be.


Overview & Features

The User Interface

MailOptin utilizes the WordPress Customizer that you already know and love. From here, you can now build forms and design email templates. It’s super easy to build beautiful, high-converting, lead generation forms that are optimized to get people to take action.

Customizer Interface

Email Optin Form Types

The industry standard and most popular email optin form type is the “Lightbox” or popup. If you intend to use other options other than popups, MailOptin has a lot of form types you can experiment with.

So, if you don’t want to be too aggressive in your email marketing campaign, these other options will give you something a little less intrusive. You can also use more than one combination of these email optin forms in your website, which should come in very handy for guys who want a mix of super aggressiveness and less intrusion.

Optin Types

Customizable Templates

When it comes to templates, MailOptin comes with several designs that you can use instantly or customize to fit your website style. The point is that you are not restricted in any form as to how you want to modify your templates, you can edit the default message, change the image, the image orientations, borders, effect, colours and lots more.

The number of templates you get to use depends on the email optin form type you want to create. Some form types have fewer templates than others, but all seem to give you plenty of options, which is much better than having to design your own form template from scratch.


Targeting Options and Display Rules

All of these form types and attractive templates are triggered by a set of coordinated rules within the plugin and can be targeted at different areas of your website.

This is what makes the plugin great and it allows you to created segmented email lists and perform a lot of functions. I’ll cover these more in-depth, when I give you a full walkthrough of the plugin in action.

Among other things, you can set up exit-intent, cookie, after conversion and a bunch of other stuff necessary for building an evergreen email list.

The cool thing about all I have said regarding the targeting options is that you can create multiple set of display rules and carry out A/B testing to determine what works and what doesn’t.

Support for All the Leading Email Management Services

MailOptin supports all the leading email service providers, such as:

  • MailChimp
  • Sendy
  • Constant Contact
  • Campaign Monitor
  • Drip
  • ConvertKit
  • Aweber
  • GetResponse
  • Email Octopus
  • MailerLite
  • Mailster
  • SendinBlue
  • MailPoet
  • ActiveCampaign

Another cool thing about MailOptin’s integration is that you can connect to multiple email management services.

Aside from this impressive list of connections, the plugin is designed to guide you through the entire integration process. There are some email management services that require an API for connection to be established, but you will be directed to the exact place where you will locate the API, so you can copy and paste it on MailOptin for successful integration, quickly and simply. Everything just works on the fly without freaking out.


A/B Split Testing to maximize conversion

Relying on your own intuition in this industry doesn’t always work out for the best, but with data that can be generated from A/B split testing, you can optimize your email optin forms to improve Click Through Rate.

In MailOptin, you can create A/B split test to compare multiple variants of your email optin forms and use the data to see which one performs best. It even has the “automatic winner” feature, so you can instantly tell which form has performed better.

Split Test

How to Create an Email Optin Form with MailOptin

Let’s see the plugin in action, this will give you a proper insight into what the plugin can do. I already said there are a lot of form types available in MailOptin, but here are they again:

  • Lightbox email optins
  • In-Post email optin forms
  • Notification Bar email optins
  • Slide-In email optin forms
  • Sidebar/Widget optins

For this purpose of this review we’ll create a lightbox popup email optin form.

1. Integration

We begin the process by clicking the “Integrations tab” in the plugin. I am connecting to ActiveCampaign, and I have entered the API URL and API Keys which MailOptin will help me to locate.

2. Build Your Form

We want to create our first email optin form and to do so I will Click on “Optin Campaign” >> Add New. Ensure you have “Lightbox” highlighted, then give the optin campaign a name.

Add Optin Campaign

Scrolling down, you will find several templates to select from. I have selected the “Gridgum theme”. Now, it will take us to the customization area;
Here you have a live editor and you can start making changes to the email optin forms, including setting trigger options and display rules.

3. Customization

In the customization area; you have the menus shown below. When you click any of them, it expands to show the broader options.

So, if I wanted to customize the design, I simply have to click the “Design” menu and it takes me a page where modification can take place.

Beyond that, there are other menus that you can click to continue your modification. The Headline, Description, Note and Fields are all part of the email optin form customization feature. Running through these options, you could have a completely different optin form, or you could modify just a few bit of information.

Customizer Settings

In the “Configuration” Menu, you can set up things like cookie duration and either enable or disable the close button in your optin form.

Configuration Panel

4. Display Rules

This is a very broad aspect of the plugin. Like I said earlier, this is where the brain box lies. You can already see in the image below, the number of things you can do in the “Display Rules” menu.

Display Rules Panel

Here, you can set up “Page Targeting”, a feature that will allow you build targeted or segmented email list. It basically lets you display your email optin forms in selected categories or tags in your WordPress site.

Page Targeting Panel

Another super cool feature that can be activated in the “Display Rules” is Exit Intent. This is necessary if you want to display popups in a less intrusive manner. With this rule activated, your popup email optin form is only activated when your visitors are about to exit your site.
One other feature that I find very handy is the “Click Launch”. It enables you lock content behind an email subscriber box. Essentially, you offer incentives to your customers which can be an e-book or any other downloadable content, but they can only receive it on their inboxes when they subscribe to your mailing list with their correct details.

Click Launch

Other things you can do within the “Display Rules” includes the ability to trigger your email optin forms only when visitors have read your content within a specified period of time, scrolled down a certain percentage of content or has viewed a fixed number of pages in your websites.
You can also target only new visitors or returning visitors, display your email optin forms only to users using desktop, mobile and/or both. If a user uses Adblock, MailOptin will let you force your forms on such users.

Device Targeting

More also, you email optin forms can be triggered to all visitors, logged-in visitors or only visitors who are not logged-in. This is called “User Targeting” in the set of rules you can apply to your forms.

Scheduling is one important aspect of an email list. This can also be activated or deactivated in MailOptin.

5. After Conversion

You will find “After Conversion” menu in the customization area. What this does is to determine what happens after you get a lead. These are some the actions you can trigger when you get a lead:

After Conversion

You can also set up Autoresponder in the “After Conversion” menu which will enable you automatically send emails to your lead.


6. Connect Your Optin Form

Now, I’ll need to connect MailOptin to my email management service. I already said the plugin supports over twenty of such services and I’ll be connecting to ActiveCampaign within the customization area.

Active Campaign Integration

One other talking point of this plugin is that you can connect to multiple email management services with just a few clicks and everything works just fine.

Integrations Panel

7. Publish Your Optin Form

Save your changes and return to the Optin Campaign tab, then activate the form by using the toggle button. If it’s greyed out, it is deactivated while a blue colour shows that the form is active and live on your site.

In MailOptin, you can embed your email optin form within your website, but you will have to use an email form type that is compatible with the feature. Popup’s cannot be embedded because it’s a site wide email optin form. The embed feature should work with “In-Post” optin email form.

This image is a live example of the popup email form I just created:

Frontend Optin Form

A/B Split Test Engine, Analytics and Performance Report

When your campaign goes live, you can perform statistical analysis and carry out A/B split test. MailOptin. The analytical tracking option lets you track your website’s data; the number of impression, number of subscribers and conversion rate can be view easily using the plugin’s built-in analytics.


Create an A/B split test

To get started, go to the “Optin Campaign” tab and a campaign you want to run a test on. In this review, the email optin campaign I created was named “Sports Direct”. So, I will just head over there and find it, the take my mouse pointer to the triple dot and click, the A/B split test menu will popup. Click on A/B split test -> Create New Split Test -> Create Split Test.

Once a split test is created, you will be taken back to the customization area where you will make changes for the new variant.

You can “Add Variant” or “Pause Test”. You can equally end test and pick a winner.

A/B Split Test

Email Automations

In addition to the autoresponder features I have already talked about, it is also possible to send out newsletters using a pre-defined template in MailOptin. So, if you post a new article on your site, the plugin can automatically send out “New Post Notification” emails to your subscribers. There is equally an option to select a template or build one from scratch.

Email Automation


MailOptin comes with different pricing plans, each of them available as a monthly or yearly fee. There is also a free version which comes with very limited features. To get access to more features and options, you will need a premium license.

Here is what you can expect:

  • Lite – Free for access to three optin campaigns, limited email campaigns and templates.
  • Standard – $99 per year for unlimited optin campaigns, exit-intent, sidebar forms, before/after post forms and email support.
  • Pro – $199 per year for all MailOptin features; advanced optin analytics, priority email support, WooCommerce, EDD integrations and lots more.

Check the official pricing to see more detailed features associated with each pricing plans.


MailOptin is not a cheap way to build an email list, but it is affordable and no doubt worth every penny you will spend on it. It is an all-round lead generation tool that is very powerful, yet flexible and easy to use.

You can be sure that your journey into building a profitable list will not be in vain. With the set of features available, you should smile all the way once you start using the tool. MailOptin is a must have, if you are really serious about building a mailing list.

One other thing I forgot to mention is that, on the official page of the plugin, there is a documentation area where every aspect of the plugin is explained in great detail. You also have access to priority support; a dedicated team constantly updates the plugin to solve new problems.

Get MailOptin

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