WooCommerce: How to Drive Sales With Opt-ins

One of the hardest aspects of running a WooCommerce store is lead generation. Whether you want to convert visitors into subscribers or encourage them to make purchases, you may be looking for effective ways to convince users to take desired actions. 

This is where opt-in campaigns come in handy. When executed correctly, opt-ins can encourage visitors to engage with your brand in a variety of ways. 

This strategy is typically used in email marketing. You can add a pop-up on your site that encourages users to sign up to your newsletter to receive offers and deals in their inboxes. 

However, you can also use these pop-ups to drive more sales. For example, users who make orders on your website may get messages that prompt them to purchase an additional item to qualify for a discount or free shipping. 

While this process may seem a little complicated, it’s actually quite simple. All you need to get started is a powerful plugin that will enable you to create high-converting, automated campaigns easily. 

In this article, we’ll take a closer look at opt-in campaigns and how they can help you boost your sales. We’ll then show you how to set up three effective campaigns for your WooCommerce store. Let’s get started!

What Opt-In Campaigns Are (And How They Can Help Boost Sales)

An opt-in campaign is when you offer the user something to encourage them to perform a specific action on your website. This incentive could be anything from offers and deals to regular updates and newsletters.

If you run a WooCommerce store, you can drive sales with opt-in campaigns that are tailored to each user’s needs. For example, someone purchasing a particular product from your store may get a popup with a special offer on a related or more expensive item. 

Therefore, you can use opt-ins to cross-sell or upsell promotions. Alternatively, you could offer free shipping with additional purchases or give customers discounts if they spend over a certain amount in your store.  

For these campaigns to be effective, they need to target the right people and trigger at the correct time. For example, users may get a promotional offer when they’re about to complete an order or exit your store without making a purchase. 

Fortunately, the MailOptin plugin enables you to set up a variety of campaigns based on different triggers. Moreover, the tool’s deep integration with WooCommerce lets you display your opt-ins in specific areas of your store. Let’s take a closer look at how it works. 

How to Set Up MailOptin On Your Website

MailOptin is super easy to set up, meaning you can start generating leads in no time. Start by searching for the plugin in the WordPress repository, then install and activate it on your website:

While you can get started with the free plugin, you may also want to consider purchasing a premium version. It will give you access to more advanced features that can help you optimize your opt-ins more effectively. 

Once the plugin has been activated, go to MailOptin > Settings in your WordPress dashboard:

Here, you can configure some settings for your campaigns. For example, if you select the Email Campaign tab, you can modify the sender name and email address. 

If you are currently using another marketing program, such as Google Analytics or Mailchimp, you can check to see whether it will integrate with MailOptin. To do this, navigate to MailOptin > Integrations and look for the tool in the list. 

Once you’re ready, you can save your changes and start building your first campaign. Let’s look at some opt-in examples that you can set up with MailOptin. 

3 Opt-In Campaigns for Your WooCommerce Store

MailOptin comes with a user-friendly builder that makes it easy to design your campaigns. You can display your opt-in in a lightbox, within a post or sidebar, or as a notification bar or slide-in. 

To get started, go to MailOptin > Optin Campaigns and click on Add New. Next, you can enter a name for your campaign, select the type of content you want to display, and choose a theme:

You will then be directed to the form builder, where you can customize the design and define the rules of your opt-in. Let’s explore some campaigns that you can set up for your WooCommerce store. 

1. Encourage Users to Purchase Additional Items to Qualify for Free Shipping

One effective way to incentivize users to spend more money at your store is to offer free shipping. You can do this with a simple pop-up:

We recommend adding a button that takes users straight to the shop. Alternatively, you may want to display a selection of products in your pop-up and include an add to cart button for each item. This element can help create a more seamless purchasing journey, further encouraging users to add more items to their shopping carts. 

For added effect, this opt-in should ideally be triggered when customers proceed to the checkout. Fortunately, MailOptin allows you to set up display rules according to different WooCommerce conditions.

For example, let’s say you want to show this message to users whose cart totals are less than $50. In your campaign builder, select Display Rules > WooCommerce Conditions. Then, scroll down to the Cart Total section. Here, you can define a value in the More than or Less than field. 

2. Give Customers Discounts on Related Products

Another way to boost sales is to give users discounts on related products. Once again, we recommend that you display this opt-in when users are about to finalize their purchases. Doing this can prompt them to take advantage of the offer before it’s too late. 

For example, suppose a customer is buying a waterproof jacket. In that case, you may want to offer them a discount on other products they may be interested in, such as hiking boots. You can include an Add to Cart button that adds these items to their order with a simple click. 

MailOptin enables you to trigger this campaign based on the products in the user’s cart (or the items they’ve just purchased). You can configure these settings from the Display Rules panel in the builder. 

For instance, you can head to the Products in Cart field. Here, you can choose the items that will need to be in the shopper’s cart to make them eligible for discounts. 

3. Ask Visitors to Join Your Email List to Receive Promotions

While this opt-in campaign does not prompt users to buy something straight away, it can be an effective tactic in the long run. Users who choose to opt in do so because they are interested in your products. This also means that they may be willing to make additional purchases in the future. 

When you ask users for their email addresses, it’s important that you let them know what they will get in return. For instance, you can promise to send your latest offers straight to their inboxes: 

Clearly highlighting the benefits of joining your email list can help you increase your conversion rate. Therefore, more people will receive your newsletter, resulting in more users visiting your store to purchase items on sale.


Opt-in campaigns can help you generate more leads and convert first-time visitors into subscribers or loyal customers. You can also use them to encourage users to make additional purchases, thus boosting your profits. 

In this post, we looked at three powerful opt-in campaigns that you can set up for your WooCommerce store using MailOptin:

  1. Encourage users to purchase additional items to qualify for free shipping.
  2. Give customers discounts on related products.
  3. Ask visitors to join your email list to receive your latest offers and deals in their inboxes. 

Do you have any questions about how to drive sales with opt-in campaigns? Let us know in the comments section below! 

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Rodolfo Melogli

Business Bloomer Founder

Author, WooCommerce expert and WordCamp speaker, Rodolfo has worked as an independent WooCommerce freelancer since 2011. His goal is to help entrepreneurs and developers overcome their WooCommerce nightmares. Rodolfo loves travelling, chasing tennis & soccer balls and, of course, wood fired oven pizza. Follow @rmelogli

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