# OptiMonk: pricing, features and plan guide
Online stores combining email capture with product recommendations, discount campaigns, and experiments across multiple onsite campaigns.
- Page: https://popuppapa.com/reviews/optimonk/
- Published: 2026-10-01; updated: 2026-10-13
- Official website: https://www.optimonk.com/
- **Who is this app for?** Stores combining email capture, promotions and experiments that want the same popup feature set as traffic grows.
- **Main advantage:** The current offer includes all features and no branding even on Free. Upgrading buys traffic, domains and AI credits.
- **Main limitation:** Every site page load counts, even when no popup appears. A busy site can consume its allowance with narrowly targeted campaigns.
## Pricing and plans
OptiMonk’s plans now differ mainly in traffic, domains and AI credits. A/B testing and branding removal do not require a paid tier. Site page loads count even without a popup. A selectively targeted campaign can therefore use capacity faster than its display count suggests; Free is sufficient while its traffic and domain limits fit.
Monthly starting prices. Campaigns pause at the pageview limit. Annual billing has separate discounted prices.
**Why Essential is a Papa pick:** Essential is a practical capacity upgrade for a store above 10,000 pageviews or using two domains. Free already includes the features and no branding. Choose Growth or Premium for higher traffic or more domains, not to unlock A/B testing.
| Plan | Price | Limits | What changes |
| --- | --- | --- | --- |
| Free | Free | 10,000 pageviews · 1 domain | All features · No branding |
| Essential (Papa pick) | $29.00/mo | From 20,000 pageviews · 2 domains | More traffic and AI credits |
| Growth | $99.00/mo | From 100,000 pageviews · 4 domains | More traffic and AI credits |
| Premium | $249.00/mo | From 500,000 pageviews · 10 domains | Account manager · More capacity |
| Master | Custom quote | Custom traffic · Unlimited domains | Custom capacity |
Sources:
- [Pricing](https://www.optimonk.com/pricing), checked 2026-10-09
## Features and plan access
OptiMonk combines A/B tests, multi-step forms, product quizzes and recommendations with games, surveys and countdowns. A store can use these tools to capture subscribers, help shoppers choose products or test a promotional message. The current offer includes the feature set and no branding even on Free.
We built a multi-step form and wheel, and saved a no-popup A/B control. A separate Shopify test form blocked empty and malformed email and stored a synthetic response, although first name was required despite an optional-field request. The multi-step editor preview behaved differently and needs its own runtime check. Wheel odds normalize winning slices rather than assigning empty-code sectors a loss probability. The built scratch card supports four weighted prize rows and cover styling, with a prize on every play according to the planner. Essential adds capacity, domains and AI credits.
| Feature | How it works | Subfeatures | Plan | Evidence |
| --- | --- | --- | --- | --- |
| A/B testing | We saved a no-popup control with a 50/50 split in an inactive campaign. Settings expose automatic winner selection at 95% chance to win, at least 200 conversions and three days. | Popup tests · No-popup holdout · Automatic winner | All plans | [agentic.optimonk.com](https://agentic.optimonk.com/), [A/B testing](https://support.optimonk.com/en/articles/variants-and-ab-testing), [Holdout tests](https://support.optimonk.com/en/articles/a-b-test-with-and-without-an-optimonk-campaign), checked 2026-10-17 |
| Countdown | Show a countdown inside the popup for a timed offer or event. | | All plans | [Popups](https://www.optimonk.com/features/popups), checked 2026-09-29 |
| Page targeting | Target current pages and exclude URLs. | | All plans | [Features](https://www.optimonk.com/features), checked 2026-09-30 |
| Geo targeting | Target one or more countries. | | All plans | [Features](https://www.optimonk.com/features), checked 2026-09-30 |
| Device targeting | The AI changed the test campaign’s delay trigger from desktop and mobile to desktop-only. | | All plans | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-09 |
| Audience targeting | Target by traffic source, UTM parameters and landing page, by Shopify customer tags, Klaviyo list, segment or subscriber status, and by cart value, product count or a product in the cart on Shopify, ShopRenter and WooCommerce stores. | Referrer targeting · Cart targeting · Profile targeting · Customer tags · List segments | All plans | [agentic.optimonk.com](https://agentic.optimonk.com/), [Features](https://www.optimonk.com/features), [Optimonk vs optinmonster](https://www.optimonk.com/optimonk-vs-optinmonster), [Klaviyo targeting](https://support.optimonk.com/en/articles/klaviyo-list-segment-targeting), checked 2026-10-17 |
| Behavior triggers | The trigger picker includes delay, exit intent, scroll, inactivity, click and a custom DOM event. Multiple triggers use OR. We saved a ten-second delay through AI. | Time delay · Exit intent · Scroll trigger · Inactivity trigger · Custom event trigger | All plans | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-09 |
| Click trigger | The trigger picker offers display on a click on a selected element. | | All plans | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-09 |
| HTTP API | Create and edit campaigns through a documented REST API with scoped API keys. It does not cover leads or analytics. | Create designs · Operate campaigns · Scoped credentials | Free and all paid plans | [Authentication and access](https://support.optimonk.com/en/articles/authentication-and-access), [API keys and MCP](https://support.optimonk.com/en/articles/api-keys-and-the-mcp-endpoint), checked 2026-10-17 |
| Webhooks | Send new subscribers' first name, last name and email to a webhook callback URL. | | Free and all paid plans | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-13 |
| MCP server | An official MCP server lets AI agents read campaigns, generate and edit designs, change delivery settings and coupons, and publish campaigns. It does not read analytics or leads. | Create designs · Operate campaigns · Scoped credentials | Free and all paid plans | [MCP tool reference](https://support.optimonk.com/en/articles/mcp-tool-reference), [Authentication and access](https://support.optimonk.com/en/articles/authentication-and-access), [API keys and MCP](https://support.optimonk.com/en/articles/api-keys-and-the-mcp-endpoint), checked 2026-10-17 |
| AI popup assistant | The in-app assistant generates campaign concepts, revises a design on request and changes display settings such as delay and device. | Copy · Design · Targeting | All plans | [agentic.optimonk.com](https://agentic.optimonk.com/), [Editing your popup](https://support.optimonk.com/en/articles/editing-your-popup), [Visitor attribute targeting](https://support.optimonk.com/en/articles/visitor-attribute-targeting), checked 2026-10-17 |
| Mobile editor | Desktop and mobile are separate views of a campaign, so the mobile view can be edited on its own. | | All plans | [Fullscreen campaigns](https://support.optimonk.com/en/articles/fullscreen-campaigns), checked 2026-10-16 |
Sources:
- [Pricing](https://www.optimonk.com/pricing), checked 2026-10-09
## Formats & content
We built an inactive notice containing only a heading, paragraph and close control. Desktop and mobile previews had no form or action button. The first concept needed a correction before it matched this brief.
Frequency caps and campaign priority help avoid showing competing messages too often. Scheduling, page targeting and country targeting make notices more selective. Billing still counts site pageviews, including loads without a popup, so narrowing an announcement’s audience does not necessarily lower the allowance it consumes.
| Feature | How it works in OptiMonk | Subfeatures | Evidence |
| --- | --- | --- | --- |
| Message (+1.12) | Show a standalone message without a form or action button. Visitors can simply read and dismiss it. | | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-09 |
| Promo bars (+1.11) | Sticky top or bottom bars are available for announcements. | | [Features](https://www.optimonk.com/features), checked 2026-09-30 |
| Countdown (+1.11) | Show a countdown inside the popup for a timed offer or event. | | [Popups](https://www.optimonk.com/features/popups), checked 2026-09-29 |
| Mobile editor (+1.11) | Desktop and mobile are separate views of a campaign, so the mobile view can be edited on its own. | | [Fullscreen campaigns](https://support.optimonk.com/en/articles/fullscreen-campaigns), checked 2026-10-16 |
4.45 / 10 points · 5.55 points unearned. Flyby / slide-in (1.11) · Teasers (1.11) · Content carousel (1.11).
Sources:
- [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-09
- [Features](https://www.optimonk.com/features), checked 2026-09-30
- [Popups](https://www.optimonk.com/features/popups), checked 2026-09-29
- [Fullscreen campaigns](https://support.optimonk.com/en/articles/fullscreen-campaigns), checked 2026-10-16
## Forms
OptiMonk’s form controls include email capture, phone field, single choice, multiple choice, and free text. The visual editor exposes a Phone field with a country selector. This establishes collection controls, not SMS consent or delivery. Radio options expose editable labels and recorded values. The connected field determines the choice type; switching type requires a new element.
| Feature | How it works in OptiMonk | Subfeatures | Evidence |
| --- | --- | --- | --- |
| Email capture (+1) | The inspected email field exposes required-field and error-message settings. A separate Shopify test form rejected empty and malformed email and stored a valid synthetic response in OptiMonk. The earlier multi-step editor preview did not enforce validation. | | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-13 |
| Phone field (+1) | The visual editor exposes a Phone field with a country selector. This establishes collection controls, not SMS consent or delivery. | | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-13 |
| Single choice (+1) | Radio options expose editable labels and recorded values. The connected field determines the choice type; switching type requires a new element. | | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-13 |
| Multiple choice (+1) | The native choice-group panel supports multiple checkbox options, with an optional required flag. | | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-13 |
| Free text (+1) | The generated form includes an optional comment textarea. An AI revision removed an unwanted duplicate from the first page. | | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-13 |
| Consent checkbox (+0.75) | The test form rendered an unchecked, optional email-marketing checkbox. It is a recorded choice field. | Email marketing consent · Privacy terms consent | [agentic.optimonk.com](https://agentic.optimonk.com/), [Webhooks](https://support.optimonk.com/en/articles/integrating-the-optimonk-campaigns-with-webhook), checked 2026-10-17 |
| Multi-step (+0.67) | Built a three-page form with Next page and Jump to page controls. Its editor preview advanced with blank or malformed email. A separate published Shopify form passed basic email validation; the multi-step draft and answer-dependent branching remain unverified. | | [agentic.optimonk.com](https://agentic.optimonk.com/), [Campaign priority](https://support.optimonk.com/en/articles/running-multiple-campaigns-on-the-same-site), checked 2026-10-17 |
| Validation (+0.4) | A form published temporarily on our protected Shopify test store rejected empty and malformed email, then accepted a valid synthetic response. The separate multi-step editor preview did not enforce the same checks; review each generated form before launch. | Field validation · Email format · Required fields | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-13 |
6.82 / 14 points · 7.18 points unearned. SMS capture (1) · Hidden fields (1) · Logic (1).
Sources:
- [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-17
- [Webhooks](https://support.optimonk.com/en/articles/integrating-the-optimonk-campaigns-with-webhook), checked 2026-10-17
- [Campaign priority](https://support.optimonk.com/en/articles/running-multiple-campaigns-on-the-same-site), checked 2026-10-17
## Surveys
OptiMonk’s feedback formats include quizzes. Build multi-step product quizzes. Choose the response format around the question you want to answer. A recommendation score, a satisfaction rating and a quiz outcome serve different purposes; support for one does not imply the others or an automatic report.
| Feature | How it works in OptiMonk | Subfeatures | Evidence |
| --- | --- | --- | --- |
| Quizzes (+0.27) | Build multi-step product quizzes. | | [Popups](https://www.optimonk.com/features/popups), checked 2026-09-29 |
0.27 / 5 points · 4.73 points unearned. Numeric rating (0.84) · NPS (0.84) · Star rating (0.83).
Sources:
- [Popups](https://www.optimonk.com/features/popups), checked 2026-09-29
## Gamification
The inspected wheel has editable prize labels, codes and weights. Its displayed chances normalize winning slices only; empty-code sectors show no winning chance. The scratch editor supports four weighted prize rows and cover styling; the planner says every play wins. The gift format still relies on older documentation.
| Feature | How it works in OptiMonk | Subfeatures | Evidence |
| --- | --- | --- | --- |
| Spin the wheel (+1.67) | Set labels, coupon codes and relative weights in native Wheel settings. Chances are calculated across winning slices only; empty-code slices have no winning chance. Preview revealed a dummy code. | Prize weights · Losing slices | [agentic.optimonk.com](https://agentic.optimonk.com/), [Shopify coupons](https://support.optimonk.com/en/articles/coupon-codes-in-optimonk-additional-features-for-shopify-users), checked 2026-10-17 |
| Scratch card (+1.67) | Configure up to four prize rows with labels, codes and relative weights. Our saved weights of 2:1 showed 66.7% and 33.3%; zero disables a row. The planner says every scratch wins one prize. Choose a designed, solid or gradient cover and edit its message. | | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-13 |
| Pick a gift (+1.66) | Documented as a gift-selection format. Our explicit Pick a gift request in the current AI builder produced a scratch-card plan instead; native gift controls and live reward delivery remain unverified. | | [Gamification](https://www.optimonk.com/features/gamification), checked 2026-10-13 |
5 / 5 points · 0 points unearned. All available points earned in this section.
Sources:
- [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-17
- [Shopify coupons](https://support.optimonk.com/en/articles/coupon-codes-in-optimonk-additional-features-for-shopify-users), checked 2026-10-17
- [Gamification](https://www.optimonk.com/features/gamification), checked 2026-10-13
## Targeting
OptiMonk’s audience and display controls include page targeting, geo targeting, device targeting, audience targeting, and behavior triggers. Target by traffic source, UTM parameters and landing page, by Shopify customer tags, Klaviyo list, segment or subscriber status, and by cart value, product count or a product in the cart on Shopify, ShopRenter and WooCommerce stores.
| Feature | How it works in OptiMonk | Subfeatures | Evidence |
| --- | --- | --- | --- |
| Page targeting (+1.34) | Target current pages and exclude URLs. | | [Features](https://www.optimonk.com/features), checked 2026-09-30 |
| Geo targeting (+1.34) | Target one or more countries. | | [Features](https://www.optimonk.com/features), checked 2026-09-30 |
| Device targeting (+1.34) | The AI changed the test campaign’s delay trigger from desktop and mobile to desktop-only. | | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-09 |
| Audience targeting (+0.89) | Target by traffic source, UTM parameters and landing page, by Shopify customer tags, Klaviyo list, segment or subscriber status, and by cart value, product count or a product in the cart on Shopify, ShopRenter and WooCommerce stores. | Referrer targeting · Cart targeting · Profile targeting · Customer tags · List segments | [agentic.optimonk.com](https://agentic.optimonk.com/), [Features](https://www.optimonk.com/features), [Optimonk vs optinmonster](https://www.optimonk.com/optimonk-vs-optinmonster), [Klaviyo targeting](https://support.optimonk.com/en/articles/klaviyo-list-segment-targeting), checked 2026-10-17 |
| Behavior triggers (+1.01) | The trigger picker includes delay, exit intent, scroll, inactivity, click and a custom DOM event. Multiple triggers use OR. We saved a ten-second delay through AI. | Time delay · Exit intent · Scroll trigger · Inactivity trigger · Custom event trigger | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-09 |
| Click trigger (+1.33) | The trigger picker offers display on a click on a selected element. | | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-09 |
| Scheduling (+1.33) | Schedule campaigns for a defined time interval. | | [Features](https://www.optimonk.com/features), checked 2026-09-30 |
| Frequency cap (+1.33) | Cap how many campaigns a visitor sees within a time window. | | [Features](https://www.optimonk.com/features), checked 2026-09-30 |
| Campaign control (+1.33) | Set high, normal or low campaign priority and connect campaigns based on prior exposure. | | [Features](https://www.optimonk.com/features), checked 2026-09-30 |
11.24 / 12 points · 0.76 points unearned. New/returning visitors (0.15) · Login status (0.15) · Order history (0.14) · Hover trigger (0.16) · Page-load trigger (0.16).
Sources:
- [Features](https://www.optimonk.com/features), checked 2026-10-17
- [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-17
- [Optimonk vs optinmonster](https://www.optimonk.com/optimonk-vs-optinmonster), checked 2026-10-17
- [Klaviyo targeting](https://support.optimonk.com/en/articles/klaviyo-list-segment-targeting), checked 2026-10-17
## Experiments
OptiMonk’s testing tools include A/B testing. Popup testing, email testing and automation experiments are separate capabilities. A useful comparison also considers traffic allocation, how a winner is selected and whether a no-popup control is available to measure the effect of showing a campaign at all.
| Feature | How it works in OptiMonk | Subfeatures | Evidence |
| --- | --- | --- | --- |
| A/B testing (+3.12) | We saved a no-popup control with a 50/50 split in an inactive campaign. Settings expose automatic winner selection at 95% chance to win, at least 200 conversions and three days. | Popup tests · No-popup holdout · Automatic winner | [agentic.optimonk.com](https://agentic.optimonk.com/), [A/B testing](https://support.optimonk.com/en/articles/variants-and-ab-testing), [Holdout tests](https://support.optimonk.com/en/articles/a-b-test-with-and-without-an-optimonk-campaign), checked 2026-10-17 |
3.12 / 7 points · 3.88 points unearned. Workflow tests (0.78) · Traffic split (0.78) · Email or SMS campaign tests (0.78) · Email tests (0.77) · SMS tests (0.77).
Sources:
- [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-17
- [A/B testing](https://support.optimonk.com/en/articles/variants-and-ab-testing), checked 2026-10-17
- [Holdout tests](https://support.optimonk.com/en/articles/a-b-test-with-and-without-an-optimonk-campaign), checked 2026-10-17
## Email & SMS
OptiMonk has no confirmed capabilities in this section in the current review. Capturing an address in a popup and sending a marketing campaign are separate jobs. Compare native sending channels, automation and their allowances independently from the popup subscription; an integration with a mailing platform does not include that platform’s sending service.
No confirmed capabilities in this section.
0 / 5 points · 5 points unearned. Email marketing (4) · SMS marketing (0.5) · Web push (0.5).
## Team & sites
OptiMonk organizes campaigns, reports and leads by domain workspace. Essential allows two domains, with higher tiers expanding that allowance. This is useful when one operator needs to switch between sites without mixing their campaign views.
The Free account exposes teammate invitations with Member and Owner roles. Its Users screen reserves subscription, billing and usage management for Owners. We did not send invitations or establish seat limits and domain-specific restrictions, so this is not yet evidence of isolated client accounts.
| Feature | How it works in OptiMonk | Subfeatures | Evidence |
| --- | --- | --- | --- |
| Workspaces (+0.84) | Switch domain workspaces to see their campaigns, reports and leads. Essential allows two domains. | | [How to add and modify domains](https://support.optimonk.com/en/articles/how-to-add-and-modify-domains), [Add your domain](https://support.optimonk.com/en/articles/add-your-domain), checked 2026-10-17 |
| Team (+0.84) | The Free account exposes teammate invitations. | | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-09 |
| Roles (+1.66) | Invitations offer Member and Owner roles. The Users screen reserves subscription, billing and usage management for Owners. | | [agentic.optimonk.com](https://agentic.optimonk.com/), [Billing and invoices](https://support.optimonk.com/en/articles/where-to-check-my-payment-status-and-download-the-invoices), checked 2026-10-17 |
3.34 / 5 points · 1.66 points unearned. Projects (0.42) · Client portfolio (0.41) · Activity history (0.83).
Sources:
- [How to add and modify domains](https://support.optimonk.com/en/articles/how-to-add-and-modify-domains), checked 2026-10-17
- [Add your domain](https://support.optimonk.com/en/articles/add-your-domain), checked 2026-10-17
- [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-17
- [Billing and invoices](https://support.optimonk.com/en/articles/where-to-check-my-payment-status-and-download-the-invoices), checked 2026-10-17
## Developer
OptiMonk’s developer interfaces include HTTP API, webhooks, and MCP server. An official MCP server lets AI agents read campaigns, generate and edit designs, change delivery settings and coupons, and publish campaigns. It does not read analytics or leads. Create and edit campaigns through a documented REST API with scoped API keys. It does not cover leads or analytics.
| Feature | How it works in OptiMonk | Subfeatures | Evidence |
| --- | --- | --- | --- |
| HTTP API (+1) | Create and edit campaigns through a documented REST API with scoped API keys. It does not cover leads or analytics. | Create designs · Operate campaigns · Scoped credentials | [Authentication and access](https://support.optimonk.com/en/articles/authentication-and-access), [API keys and MCP](https://support.optimonk.com/en/articles/api-keys-and-the-mcp-endpoint), checked 2026-10-17 |
| Webhooks (+1.25) | Send new subscribers' first name, last name and email to a webhook callback URL. | | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-13 |
| MCP server (+1) | An official MCP server lets AI agents read campaigns, generate and edit designs, change delivery settings and coupons, and publish campaigns. It does not read analytics or leads. | Create designs · Operate campaigns · Scoped credentials | [MCP tool reference](https://support.optimonk.com/en/articles/mcp-tool-reference), [Authentication and access](https://support.optimonk.com/en/articles/authentication-and-access), [API keys and MCP](https://support.optimonk.com/en/articles/api-keys-and-the-mcp-endpoint), checked 2026-10-17 |
3.25 / 5 points · 1.75 points unearned. Browser API (1.25) · Read performance (0.25) · Read performance (0.25).
Sources:
- [Authentication and access](https://support.optimonk.com/en/articles/authentication-and-access), checked 2026-10-17
- [API keys and MCP](https://support.optimonk.com/en/articles/api-keys-and-the-mcp-endpoint), checked 2026-10-17
- [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-13
- [MCP tool reference](https://support.optimonk.com/en/articles/mcp-tool-reference), checked 2026-10-17
## Support
Live chat is included on all OptiMonk plans, including Free. Premium and Master add an account manager, so dedicated account help is a separate consideration from access to chat. The reviewed evidence does not establish a guaranteed response time. We have not tested service quality; confirm coverage and the account manager’s scope if these affect your plan choice.
| Feature | How it works in OptiMonk | Subfeatures | Evidence |
| --- | --- | --- | --- |
| Chat support (+2) | Live chat is included on all plans, including Free. | | [Pricing](https://www.optimonk.com/pricing), checked 2026-10-16 |
2 / 2 points · 0 points unearned. All available points earned in this section.
Sources:
- [Pricing](https://www.optimonk.com/pricing), checked 2026-10-16
## Editor & workflow
OptiMonk’s editing tools include free editor, campaign drafts, saved versions, and AI popup assistant. The in-app assistant generates campaign concepts, revises a design on request and changes display settings such as delay and device. Save campaigns as inactive drafts. Editing, saving a draft and activating a campaign are separate stages of the workflow. Consider how changes are prepared and reviewed before visitors see them. An AI writing assistant also has a narrower role than an assistant that can change layout or targeting.
| Feature | How it works in OptiMonk | Subfeatures | Evidence |
| --- | --- | --- | --- |
| Free editor (+1.5) | The Free plan opens the editor. | | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-09 |
| Campaign drafts (+1.5) | Save campaigns as inactive drafts. | | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-09 |
| Saved versions (+1.5) | The editor keeps saved versions and offers Undo and Redo. | | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-09 |
| AI popup assistant (+1.5) | The in-app assistant generates campaign concepts, revises a design on request and changes display settings such as delay and device. | Copy · Design · Targeting | [agentic.optimonk.com](https://agentic.optimonk.com/), [Editing your popup](https://support.optimonk.com/en/articles/editing-your-popup), [Visitor attribute targeting](https://support.optimonk.com/en/articles/visitor-attribute-targeting), checked 2026-10-17 |
6 / 6 points · 0 points unearned. All available points earned in this section.
Sources:
- [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-17
- [Editing your popup](https://support.optimonk.com/en/articles/editing-your-popup), checked 2026-10-17
- [Visitor attribute targeting](https://support.optimonk.com/en/articles/visitor-attribute-targeting), checked 2026-10-17
## Data & reporting
OptiMonk’s data and reporting tools include field mapping, lead export, revenue goals, and team notifications. Choose destination lists and map signup fields to email or CRM providers. Export leads as CSV or XLSX. Use the reporting workflow to connect captured responses with the decisions you need to make. Downloading leads, scheduling reports and attributing revenue are different capabilities; a contact export alone does not establish an analytics dashboard or revenue measurement.
| Feature | How it works in OptiMonk | Subfeatures | Evidence |
| --- | --- | --- | --- |
| Field mapping (+1) | Choose destination lists and map signup fields to email or CRM providers. | | [Connecting your email or CRM provider](https://support.optimonk.com/en/articles/connecting-your-email-or-crm-provider), checked 2026-10-09 |
| Lead export (+1) | Export leads as CSV or XLSX. | | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-13 |
| Revenue goals (+1) | Set purchase or order goals and add-to-cart value goals. | | [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-13 |
| Team notifications (+0.67) | Each popup signup can post the submitted fields as a message to a chosen Slack channel. | | [Slack integration](https://support.optimonk.com/en/articles/slack-integration), checked 2026-10-17 |
3.67 / 5 points · 1.33 points unearned. Scheduled reports (1) · Email (0.33).
Sources:
- [Connecting your email or CRM provider](https://support.optimonk.com/en/articles/connecting-your-email-or-crm-provider), checked 2026-10-09
- [agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-13
- [Slack integration](https://support.optimonk.com/en/articles/slack-integration), checked 2026-10-17
## Integrations
Campaign-specific lists and field mapping connect signups to email, CRM and SMS tools. Supported destinations include Klaviyo, HubSpot and Attentive; webhooks and Zapier support other routes. A saved connection becomes active when the campaign is published, and legacy-provider availability can differ between existing and new accounts.
The provider picker was inspected in a Free account. No destination account was connected and no submission was sent. WooCommerce Customer and Unas also appear; their data mapping was not tested.
Our [integration guide](https://popuppapa.com/popup-integrations/index.md) explains the connection types and workflows. For store-specific features, see our [Shopify popup apps overview](https://popuppapa.com/shopify-popup-apps/index.md#comparison).
| Connection | Services | Data |
| --- | --- | --- |
| Email (+0.84) | SendGrid · Brevo · AWeber · Campaign Monitor · GetResponse · CleverReach · Selzy · CM Commerce · Maileon · Mailigen · MailWizz · Listamester · Omnisend · The Marketer · WebGalamb | The inspected picker includes these destinations; some use older names such as Sendinblue, Conversio and Soundest. Setup proceeds through account, list and field mapping. Delivery was not tested. |
| Email (—) | Klaviyo | Connect the Klaviyo account, choose the destination list and map signup fields in the integration setup. The mapping determines which collected answers accompany the contact, so it is part of configuring the campaign rather than simply enabling the provider. Follow-up messages and segmentation are handled in Klaviyo. |
| Email (—) | Mailchimp | Connect the Mailchimp account, choose the destination list and map signup fields in the integration setup. The mapping determines which collected answers accompany the contact, so it is part of configuring the campaign rather than simply enabling the provider. Follow-up messages and segmentation are handled in Mailchimp. |
| SMS (+0.84) | Attentive · Postscript | Send captured contacts to SMS marketing platforms. |
| CRM (+0.83) | Salesforce · Keap · MiniCRM · SalesAutopilot · Ontraport | Send new subscribers to the selected destination; provider-specific settings apply. |
| CRM (—) | HubSpot | Connect the HubSpot account, choose the destination list and map signup fields in the integration setup. The mapping determines which collected answers accompany the contact, so it is part of configuring the campaign rather than simply enabling the provider. Follow-up messages and segmentation are handled in HubSpot. |
| Messaging (+0.83) | Slack | Send team notifications to Slack. |
| Analytics (+0.83) | Google Analytics 4 via Google Tag Manager | The help centre documents campaign tracking through GTM. |
| Automation (+0.83) | Zapier | Forward leads through automation workflows. |
| Custom connections (—) | Webhooks · REST API | Webhooks forward submissions. The documented REST builder API creates and edits campaigns; it does not expose leads or analytics. |
5 / 5 points · 0 points unearned. All available points earned in this section.
Sources:
- [Connection setup](https://support.optimonk.com/en/articles/connecting-your-email-or-crm-provider), checked 2026-10-09
- [Integration guides](https://support.optimonk.com/en/collections/integrations-email-sms-and-crm-41604332), checked 2026-10-09
## Works with Shopify
OptiMonk’s Shopify coverage includes storefront installation, native app, products and variants, and discounts. Show manually selected products, most-viewed items, recently visited products, cart contents and smart recommendations. Generate unique, single-use codes when displayed, with fixed or relative expiry. Wheel and scratch-card prizes use existing codes. Installation, customer data, discounts and cart actions are separate capabilities. A Shopify listing alone does not establish support for all of them, and features supplied by a separate app need to be considered with that app’s access and pricing.
| Capability | Status | How it works in OptiMonk |
| --- | --- | --- |
| Storefront installation (+0.88) | Supported | Install the app and enable its theme embed to display campaigns and collect responses. |
| Native app (+0.88) | Supported | Install the native OptiMonk app from the Shopify App Store. |
| Built for Shopify (—) | No | — |
| Media assets (—) | Unconfirmed | — |
| Products and variants (+0.88) | Supported | Show manually selected products, most-viewed items, recently visited products, cart contents and smart recommendations. |
| Collections (—) | Unconfirmed | — |
| Discounts (+0.88) | Supported | Generate unique, single-use codes when displayed, with fixed or relative expiry. Wheel and scratch-card prizes use existing codes. |
| Metafields and metaobjects (—) | Unconfirmed | — |
| Customer data (—) | Limited | Use Shopify customer tags. |
| Customer synchronization (—) | Unconfirmed | — |
| Events and triggers (—) | Limited | Set order goals and purchase or add-to-cart value goals. |
| Audience and cart targeting (+0.87) | Supported | Combine cart value, product count and specific products in the cart using AND conditions. |
| Apply a discount (+0.87) | Supported | Automatically apply Shopify coupons. |
| Add to cart (—) | Unconfirmed | — |
| Buy now / direct checkout (—) | Unconfirmed | — |
| Shopify Flow (—) | Unconfirmed | — |
5.26 / 14 points · 8.74 points unearned. Built for Shopify (0.88) · Shopify media assets (0.88) · Shopify collections (0.88).
Sources:
- [Agentic.optimonk.com](https://agentic.optimonk.com/), checked 2026-10-13
- [Product recommendations](https://support.optimonk.com/en/articles/product-recommendations), checked 2026-10-06
- [Shopify coupons](https://support.optimonk.com/en/articles/coupon-codes-in-optimonk-additional-features-for-shopify-users), checked 2026-10-06
- [Features](https://www.optimonk.com/features), checked 2026-09-28
## Capability score
The capability score brings together the confirmed features in the sections above, excluding pricing. Each metric belongs to one section, and a feature’s score includes its subfeatures. The breakdown shows how much each area contributes and where points remain unearned. It measures feature coverage, rather than conversion performance or value for money.
59.42 out of 100 for confirmed capabilities, excluding price. Each metric is counted once; its score includes its subfeatures. Unconfirmed capabilities earn no points.
| Section | Points |
| --- | --- |
| [Formats & content](#announcements) | 4.45 / 10 |
| [Forms](#forms) | 6.82 / 14 |
| [Surveys](#surveys) | 0.27 / 5 |
| [Gamification](#games) | 5 / 5 |
| [Targeting](#targeting) | 11.24 / 12 |
| [Experiments](#experiments) | 3.12 / 7 |
| [Email & SMS](#email) | 0 / 5 |
| [Team & sites](#roles) | 3.34 / 5 |
| [Developer](#developer) | 3.25 / 5 |
| [Support](#support) | 2 / 2 |
| [Editor & workflow](#workflow) | 6 / 6 |
| [Data & reporting](#reporting) | 3.67 / 5 |
| [Integrations](#integrations) | 5 / 5 |
| [Shopify](#works-with-shopify) | 5.26 / 14 |
## AI agent readiness
Agent readiness looks at a complete working process: understanding a campaign, creating or changing it, operating it, reading results and controlling access. This assessment adds context to the Developer section without awarding extra points. In-editor AI assistance and an external agent’s ability to operate the account are considered separately.
**Edits campaign settings and offers MCP.** The in-app assistant generated concepts, revised a design and changed our inactive campaign’s delay and device rule. OptiMonk also documents external MCP tools for building and managing campaigns. Our first concept needed correction: it added a button and changed the requested store message.
| Agent interface | Available | What it offers |
| --- | --- | --- |
| In-app AI | Yes | Tested concept generation, a requested design revision and a change from five seconds on all devices to ten seconds on desktop. The URL rule was preserved and the campaign remained inactive. |
| MCP | Yes | Official tools cover campaign reading, design generation, previews, edits, delivery settings and publishing. The account exposes MCP credentials, but we did not create a key or execute external calls. |
| API | Yes | A REST interface is documented alongside MCP. This builder interface does not cover analytics, leads, integration setup or account administration. |
| Agent task | Status | What the agent can do |
| --- | --- | --- |
| Understand | Supported | The MCP reference documents reading campaigns, design threads and delivery settings. External calls have not been tested. |
| Create | Partial | The in-app assistant generated four concepts, revised one and built a form-free announcement with desktop and mobile previews. The first concept included an unwanted action button and invented a documentation-service theme, so the result needed review. |
| Operate | Partial | The assistant changed our draft’s delay to ten seconds and restricted that trigger to desktop. MCP documents settings and publishing operations; live publication was not tested. |
| Measure | Unconfirmed | The documented builder MCP has no reporting, lead or submission tools. Dashboard analytics do not establish external-agent access to results. |
| Work safely | Partial | The account exposes separate read and write permissions for builds and campaigns, plus connected-app management. Our test stayed inactive. Permission enforcement and external publication approval were not tested. |
Tested in a Free account. The public offer includes MCP and a monthly AI-credit allowance on Free.
Sources:
- [MCP tools](https://support.optimonk.com/en/articles/mcp-tool-reference), checked 2026-10-09
- [Access and permissions](https://support.optimonk.com/en/articles/authentication-and-access), checked 2026-10-09
- [API scope and limits](https://support.optimonk.com/en/articles/api-keys-and-the-mcp-endpoint), checked 2026-10-09
- [Pricing](https://www.optimonk.com/pricing), checked 2026-10-09
## What one display or signup could cost
At $29.00 per month, the selected plan allocates $0.029 per display and $1.45 per signup across 1,000 displays and 20 valid email signups. The table rounds to cents. The 2% signup rate is an assumption, not measured performance or a vendor charge per event.
The capacity check assumes one site and 2,000 pageviews. Billing is based on site pageviews, which is distinct from the actual outcomes used here. For form-free announcements, compare displays rather than signups. Taxes, separately billed services and customer discounts are excluded.
| Outcome | Calculation | Estimated cost |
| --- | --- | --- |
| One display | $29.00 ÷ 1,000 | $0.03 |
| 1,000 displays | $29.00 ÷ 1,000 × 1,000 | $29.00 |
| One signup | $29.00 ÷ 20 | $1.45 |
Sources:
- [Pricing](https://www.optimonk.com/pricing), checked 2026-10-09
## OptiMonk alternatives: which should you choose?
Stores combining email capture, promotions and experiments that want the same popup feature set as traffic grows. Every site page load counts, even when no popup appears. A busy site can consume its allowance with narrowly targeted campaigns.
Compare Getsitecontrol and Claspo against that requirement. The cards below explain where each is a better fit. Match the billing unit, required features and site or account limits before comparing headline prices; the cheapest subscription does not always cover the same work.
### OptiMonk vs Getsitecontrol
OptiMonk Essential starts at $29/month for 20,000 pageviews and two domains. Getsitecontrol Pro is $19/month per site for 100,000 actual widget views.
- **Choose Getsitecontrol:** For selective notices on sites with many pages viewed but relatively few popup displays.
- **Choose OptiMonk:** When two domains and the store-focused campaign workflow fit the budget; Free can cover a small unbranded site.
[Getsitecontrol review](https://popuppapa.com/reviews/getsitecontrol/index.md)
### OptiMonk vs Claspo
Both offer their popup feature sets on Free. OptiMonk currently allows 10,000 pageviews without branding; Claspo’s Shopify free tier allows 3,000 and retains branding.
- **Choose Claspo:** When its interactive forms and game formats best match the planned campaign.
- **Choose OptiMonk:** For an unbranded small site within the larger free pageview allowance.
[Claspo review](https://popuppapa.com/reviews/claspo/index.md)
Sources:
- [OptiMonk pricing](https://www.optimonk.com/pricing), checked 2026-10-09
- [Getsitecontrol pricing](https://getsitecontrol.com/pricing/), checked 2026-10-06
- [Claspo pricing](https://apps.shopify.com/claspo), checked 2026-10-06
## About this review
We inspected the Free account’s AI design flow, campaign settings, provider picker, roles, API permissions and billing on October 9, 2026. AI changed a test campaign’s delay and device rule. On October 13 we inspected form, wheel and scratch controls, an A/B holdout, goals, cart rules and webhook setup. On a protected Shopify test store, a separate published form rejected invalid email and stored one synthetic response. It was then switched off. The earlier multi-step editor preview behaved differently. No emails, external provider delivery or MCP calls were tested. Dates beside sources indicate when the corresponding evidence was checked; publication does not imply that every source was rechecked that day.
“Documented” means the provider describes the capability. A named plan is shown only where we recorded tier evidence. “Not confirmed” means the evidence is insufficient, not that the feature is absent. Paid add-ons and higher-tier restrictions are stated separately. Conflicting billing information prevents a unit-cost estimate.
Recommendations are editorial judgments about fit and cost. Sources are linked next to the claims they support, and every calculation uses the assumptions above.
## See also
- [Popup integrations](https://popuppapa.com/popup-integrations/index.md): From analytics and customer targeting to Slack alerts and AI workflows: real connections, practical use cases and the limits behind the logos.
- [Shopify popup apps](https://popuppapa.com/shopify-popup-apps/index.md): Cart targeting, usable discounts, product recommendations and store events: what a Shopify app really adds.