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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.

💡 What you'll learn

💡 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*

💡 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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