Overview
Pop-up targeting settings give you full control over the device and pages on your website that the pop-up appears on. You'll even be able to specify under what conditions a pop-up will stop appearing, which is a super useful feature if you use multiple Octane AI pop-ups.
For Plus, you'll be able to use advanced targeting settings to filter a pop-up's audience by website behavior, purchases, Octane AI attributes and more.
What you'll learn
What pop-up targeting settings are, and where to find them.
Start trigger
Start trigger settings will allow you to set the conditions under which your pop-up will appear to a visitor on your website. This includes:
Device
Page URL
These settings are useful for creating separate pop-ups for desktop and mobile devices, or excluding pages like the shopping cart and checkout screens from receiving a pop-up.
Specific devices
You'll be able to choose between 4 device options for your start trigger:
Desktop only
Desktop and tablets only
Tablet and mobile only
Mobile only
By creating one pop-up with desktop and tablets only, and another pop-up for mobile only, you can make sure your pop-ups' designs work perfectly for each of these respective devices.
This can be particularly important since desktop/tablet and mobile pop-ups have different image size recommendations.
Specific pages
Specific page settings let you include or exclude certain pages based on their URL with these options:
all pages
all pages except
only these pages
Pop-ups are set to display on all pages by default, but you can use all pages except to select exclusions or only these pages to turn the pop-up off for the website except for specific pages.
When excluding URLs, you have some preset options such as your cart page or order status page.
If you're excluding a certain URL, using the contains condition with a unique portion of the URL is a simple and effective way of adding URL placement rules. In the example below, a simple rule has been set up to exclude the checkout screen.
URL hash changes
This is a troubleshooting option that can be used if you're seeing odd placements or timings of pop-ups on the mobile version of your website.
URLs with hash changes are URLs that use the symbol # to point browsers to a specific spot on the page. For more details on this setting, check out this guide.
End trigger
End trigger settings allow you to customize under what conditions a pop-up will no longer display to customers.
This can be useful if you want a Conversational Pop-up to continuously display on your website or if you have multiple pop-ups active, but don't want to show all of them to customers.
After user interacts with _____ pop-up
After user interacts with any welcome / exit intent pop-up
Never
When a pop-up is created, it will be set to the second option by default. The type of pop-up that the second option targets will match the type of pop-up you're editing, for example it will prevent the pop-up from showing up for any Welcome Pop-up if you're also editing a Welcome Pop-up.
The first option will allow you to specify the pop-up your editing only (rather than all pop-ups of the same type) or any pop-up, regardless of type.
If you use the Never option, the pop-up will display each time someone visits your website.
Advanced targeting
Using advanced targeting options, you can create filters for your pop-ups to target different parts of your audience with pinpoint accuracy.
You'll be able to create targeting rules with the following options:
Targeting category | Specific rule |
Personal information about someone |
|
Platforms |
|
Purchase information about someone |
|
Someone's answer to a poll | Options are based on any Facebook Messenger polls you've created. |
If someone is/isn't part of a list | Options are based on any Customers lists you've created. |
Visit frequency |
|
Date and time |
|
* Note: For date and time, the before
and after
operators are exclusive of the selected date/time (i.e. the pop-up will show before or after the selected date/time, but not on the selected date/time). The between
operator is inclusive of the selected dates/times (i.e. the pop-up will show on the first selected date/time, the second selected date/time, and any dates/time in between them).
You can create as many rules as you'd like for a single pop-up, empowering you to personalize pop-ups to different visitors to your website.