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Tour of OptimizeLeads platform

This is an OptimizeLeads tutorial. The OptimizeLeads software is included within our Suite subscription. To find out more about joining the Suite, click the “Upgrade” link when logged into your OptimizePress members account.

TUTORIAL AIM: In this tutorial we will take a quick tour of the main parts of the platform.

When logging into your OptimizeLeads account. You will be presented with your dashboard with a list of all of your current optin boxes you will have created. Please refer to the  Understanding Your Dashboard tutorial for further information.

For this example, there is one optin box currently live. Each dashboard will look different depending on the lead boxes created. Here you will also be able to check your stats, edit the boxes and create a/b tests for all optin boxes for further testing. For further information, please refer to the tutorials on  setting up your first split test and analysing your split-test data.

At the top of the dashboard, you will also be presented with a main menu:

You will be able to navigate to any area of the platform using this menu. The 2 main areas you will mostly use are the ‘Dashboard’ and the ‘Create New Opt-In’ links. Clicking on the ‘Create New Opt-In’ link will take you to the optin box selection area, allowing you to select from a range of boxes to edit and customise.

You can filter the optin styles by using the filter buttons on the blue bar at the top of the style selections. Please refer to the  Types of Overlays tutorial for a further breakdown of the overlay styles currently available.

On the right side of the menu, you have the option to see your current optin box allowance, your integrations area to connect to an email and webinar service, a tutorials section for product training and an account link with a list of sub-menus:

A section listing your account settings and an affiliates area, which will display if you’re part of our affiliate program.

A directory of all of your uploaded images, which you will have potentially used for your optin box designs.

A list of all of your files that are used for delivery when a customer opts into your list.

This takes you to the support area to view our product knowledge base and to send a ticket to our customer support team.

Updated on June 27, 2023

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