How to do Page Level Targeting with OptinMonster

OptinMonster provides you with powerful tools to control where and how your campaign appears to visitors. Each of your landing pages can have different types of campaigns, with different content, and exclusive offers. Use this guide to get started page targeting your campaigns.

Please watch our overview video and then check out the detailed how-to steps below.


Builder – Display Rules (all platforms)

You can use the Builder’s powerful rules engine to page target your campaign. These rules work no matter what platform your site is built on.

In the Builder, select the Display Rules tab to get started.

You can edit the display rules for your campaign by first selecting the Display Rules menu item in the optin builder.

While this tab is active you’ll see a screen similar to the following in the Builder. This is where you’ll configure the Display Rules for your campaign, controlling how and where your campaign loads.

Display Rules Screen


Rulesets

The latest version of OptinMonster includes the ability to create Rulesets for your campaigns in the Display Rules section of the Builder.

What Is A Ruleset?

OptinMonster’s new rules engine allows you to add multiple Rulesets to a single campaign; a single Ruleset is a set of AND conditions. This means that all conditions configured in a single Ruleset must be met before the campaign can load.

You can create multiple Rulesets for a single campaign to load the campaign under multiple different conditions.

For example, in the screenshot below I’ve created two Rulesets for my campaign to allow it to load under the following conditions:

  • On a time delay of 10 seconds,
  • OR on Exit-Intent

Two rulesets for this campaign allow it to load on Time Delay OR Exit-Intent

How To Use Rulesets

At the top of the Display Rules screen you will see two tabs, Default Ruleset and Add Ruleset.

To create a new Ruleset, select the Add Ruleset tab.

Add Ruleset

You will then be prompted to enter a name for your new Ruleset. Enter a unique name and select the Save button.

Name and Save Ruleset

I’ve named my Ruleset “Black Friday Scroll Percentage”; once you save your new Ruleset it will appear as a tab next to the Default Ruleset with the name you gave it.

New Ruleset Tab

Select the new Ruleset tab and you’ll notice it displays with the edit icon next to its name.

Editing New Ruleset

Select the edit icon for your Ruleset to Rename or Delete the Ruleset from your account. Deleting your Ruleset is permanent and cannot be undone, use with caution.

Rename or Delete your Optin Ruleset

I’m going to configure this Ruleset to load the campaign after the visitor has scrolled a specific percentage of the page AND only if the date is currently August 11, 2017.

display-scroll-and-date


When should the campaign appear?

In this section the following options are available:

  • After ‘X’ seconds – show your campaign after a specific period of time, aka time delay.
  • On Exit-Intent – show your campaign on exit-intent behavior (requires Pro subscription, learn more about our Exit-Intent Technology)
  • After scrolling down ‘X’ amount – show your campaign after the visitor has scrolled down the page a specific percentage, aka scroll percentage.
  • MonsterLink (On Click) – show your campaign when the visitor selects a MonsterLink on the page, aka manual trigger. Learn how to add a MonsterLink to your site.
  • Based on the visitor’s date or time – show your campaign during specific dates or times, aka scheduled campaign (requires Pro subscription).
Note: Configuring multiple rules in this section will result in the campaign loading only when all of those conditions are met. EXAMPLE: configuring your campaign to load after a 5 second delay and setting a 40% scroll value will require the visitor to be on the site for 5 seconds AND scroll the page 40% or more to trigger the campaign.

When should the campaign appear?


Who should see the campaign?

In this section the following options are available:

  • Visitors browsing one of these pages – show your campaign only on specific pages of your site (learn how to properly use page slugs/URL paths with this option).
  • Visitor has viewed ‘X’ pages – show your campaign based on the number of pages the visitor has viewed.
  • Visitors on a specific device – show your campaign based on the use (or non-usage) of a specific device (requires a Pro subscription).
  • Visitor has interacted with a campaign – show your campaign only if the visitor has interacted with another campaign.
  • Visitors from a specific traffic source (Referrer Detection) – show your campaign if the visitor has reached your site from a specified domain (requires a Pro subscription).
  • Visitors with a specific URL parameter – Show when visitors have a certain parameter (e.g. ?utm_campaign=my-campaign) in the URL (requires a Pro subscription).
  • Visitors with a specific cookie – show your campaign based on the visitors cookie(s).
  • Visitors with a specific URL anchor tag – show your campaign if the URL contains a specific anchor tag (e.g. #my-anchor).
Note: Configuring multiple rules in this section will result in the campaign loading only where all of those conditions are met. EXAMPLE: configuring your campaign to load on pages containing the slug blog and only after they’ve viewed 2 or more pages will require the visitor to view at least 2 pages on your site that contain the slug blog/ to trigger the campaign.

Who should see the campaign?

How to Properly Use Page Slugs or URL Paths

When configuring the Visitors browsing one of these pages option, you’ll use page slugs (the URL path) to determine where your campaign should or shouldn’t load on your site.

The URL path is a specific portion of a web page’s URL, but not the full URL. Take a look at the following diagram to understand how a URL is constructed.

The structure of a URL

In the following example I’m configuring my campaign to load only when the page exactly matches http://optinmonster.com/how-it-works/

Page Slug example in the Display Rules panel of the optin builder


Targeting Mobile and Non-Mobile Devices
IMPORTANT: You’ll need a Pro subscription to configure your campaigns to display on mobile devices. If you don’t already have a Pro subscription, upgrade your subscription first, then come back and follow along to learn how to target mobile and non-mobile devices.

The following campaign types can be configured to target mobile or non-mobile devices:

  • Fullscreen – by default, Fullscreen will load on both desktop and mobile.
  • After Post / Inline – by default, will load on both desktop and mobile.
  • Sidebar – by default, will load on both desktop and mobile.
  • Slide-In – by default, will load on desktop. You can target it to also show on mobile.
  • Floating Bar – by default, will only load on desktop. You can target it to also show on mobile.
NOTE: The Lightbox campaign type loads only on non-mobile devices, and the Mobile campaign type loads only on mobile devices. Only these two campaign types cannot be configured otherwise.

To modify your Display Rules per devices, you will want to edit your Display rule. In the Display Rules screen of the Builder, the Visitors on a specific device option will appear inactive.

select-device-is-disabled-in-optinmonsters-display-rules

Go ahead and enable the rule.

device-targeting-enabled-in-optinmonster-display-rules

You will then have 2 options to set. The first is to choose whether the condition is on, or is not on:

decide-positive-or-negative-rules-optinmonster-display-rules

The second determines type of device. Choose from a phone, a tablet, or a desktop:

select-device-in-optinmonsters-display-rules

Show on Non-Mobile Devices Only

To show on non-mobile devices, you have a couple of ways of achieving that setup. The easiest way is to have your settings:

  • is on a desktop

However, you could add a bit of flexibility if you wanted something like the fullscreen campaign to show on tablets and desktops, but not phones. In that case, you could put:

  • is not on a phone

Show on Mobile Devices Only
To show your campaign specifically on mobile devices only, you again have options. If the campaign type shows by default on mobile devices, you can have your settings be:

  • is not on: a desktop

Alternatively, you could create 2 rulesets, which is beneficial if you want slightly different other rules for each kind of mobile device.

  1. Ruleset 1 — is on a phone
  2. Ruleset 2 — is on a tablet

If you want to target specifically phones:

  • is on a phone

To target just tablets:

  • is on a tablet

Show on Mobile and Non-Mobile Devices
To show your campaign on all devices, both mobile and non-mobile, then depending on the campaign type (see above) you’ll need to configure two separate Rulesets. If this is your first time working with Rulesets in the Builder I recommend you take a minute to review our documentation to become familiar with their function and purpose.

In this setup:

  1. The Default Ruleset is configured with the Visitors on a specific device option is on a desktop
  2. A second Ruleset named “Mobile Ruleset” is then created and configured with the Visitors on a specific device option is not on a desktop

Save and your campaign is ready to be shown on all devices.


WordPress Plugin – Output Settings (WordPress only)

First, login to the WordPress admin of your website.

Next, navigate to the OptinMonster » Optins tab view and select the Edit Output Settings link for the campaign you wish to configure.

Select the Edit Output Settings link to configure where your optin should appear on your site.

Within the Output Settings screen the following options are available for all campaign types except Sidebar campaigns:

The Output Settings screen contains multiple options for controlling where the embed code for each optin is placed.

  • Enable optin on site?
    • The optin will not be displayed on this site unless this setting is checked.
  • Who should see this optin?
    • Determines who should be able to view this optin. Want to hide for newsletter subscribers? Click here to learn how.
    • Options: show optin to all visitors and users, show optin to only visitors (not logged-in), or show optin to only users (logged-in).
  • Advanced Settings
    • More specific settings available for campaign visibility
    • Options:
      • Never load optin on: Never loads the optin on the selected posts and/or pages.
      • Load optin exclusively on: Loads the optin only on the selected posts and/or pages.
      • Load optin on post categories
      • Load optin on post types and archives
Important: Sidebar campaigns will only display one option: “Enable optin on site?” You will then need to add the OptinMonster Widget to a widgetized section of your site in the Appearance > Widgets page, and select the Sidebar campaign you want to display. If you need more control over where your Sidebar campaign loads you can use the Display Rules in the Builder or a plugin like Conditional Widgets to control where the OptinMonster Widget loads on your site.
WordPress and WooCommerce

You can now also target Specific WooCommerce Pages, Categories and more via the OptinMonster plugin.

woocommerce-settings in OptinMonster API plugin


Frequently Asked Questions

Q: Does Scroll Detection work with AJAX Infinite Scrolling? Does it work with scripts that modify the overall page length?

A: No, due to the scroll detection’s dependency on calculating page length, any modifications to a standard page-length (such as the use of AJAX for infinite scrolling) will disrupt the usage of a scroll-detecting rule and thereby prevent the campaign from showing as expected.

If you want to use a campaign on a page with infinite scrolling or other custom scripts that modify overall page length, you should add an another ruleset with an alternate trigger, such as Time Delay or a MonsterLink.