OptiMonk Help 2026
OptiMonk how-tos for cancelling (downgrade to Free), the refund policy, A/B variants, swapping a template, embedding a campaign and turning one on or off. Cancel is no longer Upgrade Plan → Cancel.
Suggested setup checks
Troubleshoot the failed step first
Separate campaign display, form submission and destination delivery before changing the setup.
Check display
Confirm installation, activation, visitor rules and remaining pageviews. Record the diagnostic result.
Trace one submission
Use a test contact and note the time. Check the campaign record, destination list and any confirmation step.
Escalate with evidence
Send the smallest reproducible case and relevant diagnostics to support, then repeat the same check after the fix.
Browse OptiMonk guides
6 of 6 guides available
How to Cancel OptiMonk Subscription?
Cancel the paid OptiMonk plan by downgrading to Free, then verify the account status. Review refunds and campaign visibility as separate tasks.
Article updatedWhat is the Refund Policy of OptiMonk?
Check OptiMonk’s published first-payment refund window, prepare the account details for support, and distinguish approval from payment arrival.
Article updatedHow to place OptiMonk embedded content on your site
Prepare OptiMonk installation, choose embedded-content placement, and verify target URLs, selectors and mobile layout before activation.
Article updatedCan you change an OptiMonk campaign template after you create it?
Choose a new OptiMonk campaign for a different template, or duplicate a similar design. Verify targeting and integrations before switching campaigns.
Article updatedHow to Activate and Inactivate Your OptiMonk Campaign?
Activate or pause an OptiMonk campaign, distinguish archiving from pausing, and verify display behavior before and after changing its status.
Article updatedHow Do I Set Up and Run a Variant A/B Test on OptiMonk?
Create OptiMonk test variants, distinguish a no-campaign control, and prepare a measurement brief before interpreting conversion results.
Article updated
Questions before you decide
Frequently asked questions
Why is my active OptiMonk popup not showing?
Use Campaign Diagnostics and Campaign Errors & Alerts, then check installation, targeting and expired campaign conditions. Also inspect the pageview counter: reaching the quota can stop display. Test with a visitor who actually matches the rules before changing several settings at once.
Why is a captured contact missing from my Klaviyo list?
Check the selected account and list, field mapping and the contact’s confirmation status. With double opt-in, the documented flow requires the follow-up confirmation before list membership is validated. Distinguish a missing form submission from a pending confirmation or a destination mismatch.
How can I stop several OptiMonk offers competing for attention?
Review User Experience Protector, which provides frequency limits and campaign priorities. Decide which offer should win when more than one matches. Test a returning visitor as well as a new visitor; a successful first visit does not show whether your frequency rules work.
What should I send support when a campaign fails?
Include the campaign identifier, page URL, device, approximate time and the rule or delivery step that failed. Record whether the submission appears in OptiMonk and whether it reaches the destination. Include relevant diagnostic messages while keeping credentials out of screenshots.