Recent­ly, one of our read­ers asked us how they could cre­ate a pop­up with Yes/No buttons? 

Per­haps you’ve seen these used in an email list optin, or anoth­er spe­cial offer on a big web­site. These mul­ti-step Yes / No cam­paigns can be very effec­tive in improv­ing your con­ver­sion rate.

In this arti­cle, we will show you how to cre­ate a Yes/No optin for your Word­Press site.

What Is a Yes/No Optin and Why Use One?

A Yes/No optin is a pop­up form that has 2 options, either but­tons or links. You can click the ‘Yes’ to opt-in, or click ‘No’ to refuse the offer. 

Some­times these are called 2‑step optins or mul­ti-step optins, as they involve the user tak­ing 2 steps instead of 1.

Here’s an exam­ple of a Yes/No optin from Advanced Coupons:

Note: The options don’t nec­es­sar­i­ly need to have ‘Yes’ and ‘No’ labels. 

It might seem strange to get users to go through an extra step before they can join your email newslet­ter or take some oth­er action. 

How­ev­er, Yes/No pop­ups can be high­ly effec­tive. This is because they use a spe­cial psy­cho­log­i­cal tac­tic called the Zeigar­nik Effect.

The Zeigar­nik Effect is the prin­ci­ple that when some­one starts a process, they’re like­ly to fin­ish it. In this case, that means that some­one who clicks Yes is like­ly to go ahead and put in their email address.

Plus, a Yes/No optin gives your vis­i­tors a choice. That feel­ing of free­dom is pow­er­ful. It makes it more like­ly that your vis­i­tors will make the pos­i­tive choice to opt-in to your list.

Even bet­ter, you can use the ‘No’ option effec­tive­ly, too. For instance, you could cre­ate an optin like this one from WP Mail SMTP. It appears if a user looks like they’re about to leave the WP Mail SMTP site’s pric­ing page:

If the user clicks the ‘Get WP Mail SMTP Now’, then they stay on the pric­ing page. If they click ‘I have a few ques­tions first’, then they’re direct­ed to the Con­tact page. Here, they can eas­i­ly con­tact your sales or sup­port team, which may ulti­mate­ly lead to suc­cess­ful conversion. 

Creating a Yes/No Popup for Your Website

We’ll be using Opt­in­Mon­ster to cre­ate a Yes/No optin popup. 

Opt­in­Mon­ster is the best lead gen­er­a­tion soft­ware that helps you con­vert web­site vis­i­tors into cus­tomers and sub­scribers. It allows you to cre­ate beau­ti­ful pop­ups, count­down timers, slide-in forms, and more to nudge users in the right direction” 

Set­ting Up Opt­in­Mon­ster and Cre­at­ing a New Campaign

First, sign up on the Opt­in­Mon­ster web­site. You will need the Pro plan or high­er in order to cre­ate Yes/No optins. 

Then, you need to install and acti­vate the Opt­in­Mon­ster Word­Press plu­g­in. This lets you con­nect your Word­Press site with your Opt­in­Mon­ster account.

Upon acti­va­tion, you will see the Opt­in­Mon­ster wel­come screen. You need to click the ‘Con­nect Your Account’ but­ton and fol­low the onscreen prompts. Then, your Word­Press site will be con­nect­ed to your Opt­in­Mon­ster account.

Now, go to the Opt­in­Mon­ster » Cam­paigns page in your Word­Press admin. Sim­ply click the ‘Cre­ate New Cam­paign’ but­ton at the top to make a new campaign.

You will be tak­en straight into the Opt­in­Mon­ster app. We’re going to use a Pop­up for our optin. You can pick a dif­fer­ent Cam­paign Type if you want.

Next, select the tem­plate you want to use for your cam­paign. We’re going to use the Split template:

You’ll be asked to give your cam­paign a name and choose which site you want to show it on.

Once you are ready, go ahead and click on the ‘Start Build­ing’ button.

Your cho­sen tem­plate will now open up in the Opt­in­Mon­ster cam­paign editor. 

Edit­ing Your Yes/No Optin in OptinMonster

First, you need to cre­ate a Yes/No cam­paign. Sim­ply click on the Yes/No tab near the top of your screen then click the ‘Enable Yes/No for This Cam­paign’ button:

This is a new part of your cam­paign. It will have a main but­ton with a ‘No Thanks’ option below it:

Note: Some tem­plates will not have a built-in Yes/No view. With these, you will instead get a blank can­vas to cre­ate your Yes/No view.

Go ahead and edit the Yes/No view as much as you want. Sim­ply click on the part of the tem­plate you want to change. We are going to edit the head­er text:

It’s easy to edit the image. Just click on it and then upload the image you want to use:

You may also want to change the Yes and No but­tons. Sim­ply click on them to edit the but­tons. It’s easy to change their text, col­or, and more. 

Just make your changes in the left-hand pane and the pre­view of your optin will auto­mat­i­cal­ly update.

By default, click­ing the ‘Yes’ but­ton will take the user to the optin view of the cam­paign. Click­ing the ‘No’ but­ton will sim­ply close the campaign.

You can change these actions if you want by select­ing the but­ton then click­ing the ‘But­ton Click Action’ drop­down. We’re going to set our ‘No’ but­ton to redi­rect to a URL:

You now need to edit the optin view of your cam­paign. This is the view that your users will see upon click­ing on the ‘Yes’ button. 

Sim­ply click on the Optin tab at the top of the screen to edit the optin view:

Then, edit the text, image, and any­thing else you want to change as before.

Final­ly, you need to change the ‘Suc­cess’ view of the cam­paign. This is the screen users will see after enter­ing their email address. 

First, click the Suc­cess tab at the top of the screen. Then, go ahead and click on the things you want to edit.

Here’s the fin­ished suc­cess view for our optin:

Once you’ve fin­ished cre­at­ing your optin, make sure you click the ‘Save’ but­ton at the top of the screen.

Con­nect­ing Your Optin to Your Email List

If you’re using your optin to gath­er email address­es, you need to con­nect it with your email mar­ket­ing ser­vice.

To do this, click on the Inte­gra­tions tab then click the ‘Add New Inte­gra­tion’ button:

Next, select your email provider from the drop­down list. Opt­in­Mon­ster will then give you instruc­tions for con­nect­ing your account to that email provider.

Once you’ve con­nect­ed your account, go ahead and click the Dis­play Rules tab for your campaign.

Set­ting the Dis­play Rules for Your Yes/No Campaign

By default, your optin will appear after the user has been on any page for 5 sec­onds. For our optin, we’re going to give them a lit­tle longer to check out our site and prod­ucts first.

To change the dis­play rule, sim­ply click the ‘Edit’ but­ton on the right:

Now, go ahead and change the rule. We’re going to set the time on page to at least 15 seconds:

On this page, you can also select from lots of dif­fer­ent rules. For instance, you might want to only dis­play your Yes/No optin on a spe­cif­ic page, such as your pric­ing page.

Make sure you leave the ‘Then…’ option to ‘show the cam­paign view: Yes/No’ for your optin.

When you have set your dis­play rules, click the ‘Save’ but­ton at the top of the screen.

Putting Your Yes/No Optin Live on Your Site

Now, it’s time to make your optin live on your site. 

First, you need to click the Pub­lish tab at the top of the screen. Then, set the Sta­tus slide to the ‘Live’ instead of the ‘Paused’ setting:

Your Yes/No optin will not be live on your site straight away. You need to put it live in Word­Press too.

In your Word­Press admin, go to Opt­in­Mon­ster » Cam­paigns then click the ‘Refresh Cam­paigns’ button:

Now, you should see your cam­paign list­ed here. Go ahead and click the ‘Edit Out­put Set­tings’ link:

Here, you need to make sure the ‘Enable cam­paign on site?’ box is checked, then click the ‘Save Set­tings’ button:

Your cam­paign will now be live on your web­site. Here is how ours looks on our demo site:

We hope this arti­cle helped you learn how to cre­ate a Yes/No optin for your Word­Press site. You might also like our arti­cle on the best Word­Press sur­vey plu­g­ins to boost your user engage­ment, and best Word­Press page builder plu­g­ins to cre­ate cus­tom land­ing pages. 

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