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 Pioneer and Enterprise users, 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.

Table of Contents

1. Start Trigger

1.1. Specific Devices

1.2. Specific Pages

1.3. URL Hash Changes

2. End Trigger

3. Advanced Targeting


1. 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.

1.1. 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.

1.2. 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.

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1.3. 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.

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3. 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.

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3. Advanced Targeting

This feature is currently available on Octane AI's Pioneer & Enterprise plans. To learn more, contact our support team.

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

Platforms

  • 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.


Have any questions? Send an email to [email protected] or use the support icon to chat with our team.

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