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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 over a week ago

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.

πŸ’‘ What you'll learn

πŸ’‘ Prerequisites

Advanced targeting settings are available on Octane Plus.

Using start trigger settings

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

These settings can be used to create separate pop-ups for desktop & mobile devices. For image sizing recommendations, check out this guide.

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.

❓ What is the URL hash changes option for?

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.

Using end trigger settings

End trigger settings will decide what conditions will make a pop-up stop appearing to a customer. This is based on browser cookie recognition, which means a pop-up may display multiple times if a customer clears their cookies or encounters a pop-up in incognito mode.

  • After user interacts with _____ pop-up

  • After user interacts with any welcome / exit intent pop-up

  • Never

The interaction-based options will count if someone presses a button or link in your pop-up, or closes it by pressing X.

If someone closes the pop-up without interacting (such as by closing the tab or clicking outside of the pop-up), it won't count as an interaction.

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 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.

You'll be able to create targeting rules with the following options:

Targeting category

Specific rule


  • Shopify

  • SMS

  • Email

  • On-site

Purchase information about someone

  • Number of orders

  • Time of oldest order

  • Time of newest order

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*

πŸ’‘ Before, after & between conditions

For date & time, the before and after conditions will not include the selected date. For example:

User local date (EST) is before 2023/12/01

The rule above wouldn't include the date 2023/12/01. If the between condition is used, the stated date is included.

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