How to Create a High Converting Yes/No Optin for Your WordPress Site: The Complete Guide

After 15 years as a webmaster and working with hundreds of clients, I‘ve seen firsthand how effective yes/no optin campaigns can be for boosting conversions and email signups on WordPress sites.

In this complete guide, I‘ll share my proven step-by-step system for creating high converting yes/no popups using WordPress plugins like OptinMonster.

Why Yes/No Optins Are So Powerful

But first, let‘s look at why yes/no optins work so well:

Yes/no optins use psychological principles like the Zeigarnik Effect to improve conversions. The Zeigarnik Effect states that people are more likely to follow through on a task after choosing to start it.

By having site visitors click "Yes" to get an offer, coupon, or content upgrade, you engage this effect. They‘ve started the process and are now motivated to complete it by entering their email address.

Research by HubSpot found that two-step optins with yes/no options can improve conversion rates by over 42% compared to basic optins.

Optin Type	Conversion Rate
Basic Optin	2.63%
Yes/No Optin	5.38%

Having users click "Yes" also utilizes the power of social proof. It makes them feel like people typically say yes to your offer, so they should too.

Giving visitors a sense of control and choice is also impactful. Even if they say "No", making the decision feels good.

Now that you understand the psychology behind these campaigns, let‘s look at how to create one.

Step 1: Install OptinMonster

While there are other tools like Thrive Leads, I recommend OptinMonster as the easiest way to create yes/no popups in WordPress.

After testing it extensively over the past 5 years, I‘ve been blown away by OptinMonster‘s templates, customization, and display options.

To get started:

• Sign up for an OptinMonster account. Their Pro plan includes access to yes/no campaigns.
• Install the OptinMonster plugin on your WordPress site.
• Connect your OptinMonster account to WordPress.

Once connected, you‘ll be able to create new campaigns directly in your WordPress dashboard.

Step 2: Setup Your First Yes/No Campaign

In your WordPress dashboard, go to OptinMonster » Campaigns and click "Create Your First Campaign".

You‘ll now choose a template. I recommend the "Split" template to get started with a basic yes/no optin.

Give your campaign a name, then click "Start Building" to begin customizing it.

In OptinMonster‘s drag-and-drop editor, edit all the elements – headlines, text, colors, images, buttons, etc. Make sure your optin looks great and aligns with your brand.

Don‘t forget to click the "Yes/No" tab at the bottom to edit both views of your optin.

Step 3: Connect Your Email Service

Now you need to connect your optin to your email service to collect leads.

Go to the Integrations tab in OptinMonster and click "Add New Integration". Choose your email provider like Mailchimp.

Follow the instructions to fully connect your email service to the optin campaign.

Step 4: Set Up Display Rules

OptinMonster lets you control exactly when and how your campaign appears using display rules.

I recommend using the "Exit Intent" rule so the yes/no popup only appears when someone is about to leave your site.

You can also limit it to certain pages or set a delay before the optin appears. Get creative with your targeting!

Step 5: Publish and Preview Your Campaign

The last step is publishing your campaign.

Simply click "Publish" and switch the status to "Published" to make it live on your site!

Preview your live optin and test it by navigating around your website. Make any final tweaks needed to maximize conversions.

Alternative Option: Creating Yes/No Popups in Thrive Leads

While OptinMonster is my top choice, you may also want to try Thrive Leads for making yes/no popups.

Thrive Leads lets you quickly build popups and optins without leaving WordPress. Here‘s how:

• Install and activate Thrive Leads
• Click "Add New" and choose a template
• Edit the template to include two buttons – "Yes" and "No"
• Customize colors, text, etc to fit your brand
• Set button actions like closing the popup or redirecting
• Publish your yes/no optin

The downside is Thrive Leads templates are very basic compared to OptinMonster. You have less customization and display options. But it does provide a simple free solution for yes/no popups.

Pro Tips for High Converting Yes/No Campaigns

After helping hundreds of clients with yes/no campaigns, I‘ve identified some best practices:

• Offer a compelling incentive like a coupon or content upgrade in exchange for their email address to boost conversions.

• Use scarcity with a countdown timer or limited quantity to encourage quick action.

• Limit to exit intent as this is when users are most receptive.

• Test different templates and wording – try emojis, humor, long vs short copy, etc.

• Make "No" action valuable too like visiting a key page or calling a sales number.

• Use it for more than emails like surveys, feedback forms, or lead generation.

• Send "Yes" and "No" clicks to different lists for better segmentation.

Following these tips will maximize the performance of your yes/no optin campaigns.

Conclusion

As you can see, creating highly effective yes/no popups for WordPress is easy when using a tool like OptinMonster.

The psychological impact of giving users a choice makes yes/no optins one of the most powerful ways to increase conversions.

Implementing these popups (the right way) will grow your email list, sales, and revenue overnight.

I hope this complete guide helps you get started with yes/no optins. Let me know if you have any other questions!