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Customizing Pop-ups
Customizing Pop-up Behavior with Targeting Settings
Customizing Pop-up Behavior with Targeting Settings
Using Placement settings to customize where and how your Octane AI pop-ups appear.
Mark Baek avatar
Written by Mark Baek
Updated this week


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

  • Gender

  • Messenger opt-in source


  • Facebook Messenger

  • Shopify

  • SMS

  • Email

  • On-site

Purchase information about someone

  • Number of orders

  • Time of oldest order

  • Time of newest order

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

  • Number of visits

  • Time since last visit

Date and time

  • User local time*

  • User local date*

* 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.

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