How to Add, Rename, or Delete a Ruleset

Do you need to add, edit or delete a ruleset for your OptinMonster campaigns? We make it easy to manage your rulesets! Follow this guide for a walk-through of adjusting your rulesets in OptinMonster.


What are Rulesets?

A ruleset is a collection of “rules”. Each ruleset can have 0 to many rules. For each campaign, only 1 single ruleset needs to have all of its rules pass in order for a web visitor to see that particular campaign.

Because only one ruleset must have its rules pass in order for a campaign to show, this means that rulesets operate as OR operators in a technical sense, as opposed to the rules within a ruleset, which operate as AND operators.

How to Add a Ruleset

In the Builder, click on the Display Rules tab.

menu-display-rules

Click Add Ruleset at the top of the page.

display-rules-add-ruleset

The Add Ruleset text will change to a text box for you to give the new ruleset a name. Give the ruleset a descriptive name and click Save.

ruleset-name-new

Once you have saved, there will be a new tab with the ruleset’s name.

ruleset-new-tab

You can then click on the new tab to add, edit, and delete the rules for that ruleset.

How to Rename a Ruleset

To rename a ruleset, click the pencil next to the name of the ruleset.

display-rules-edit-ruleset

Then, enter the new name of the ruleset and click Save.

rename-ruleset

How to Delete a Ruleset

To delete a ruleset, click the pencil next to the name of the ruleset.

display-rules-edit-ruleset

Click the Delete button.

delete-ruleset

NOTE: Each campaign must have at least one ruleset. If your campaign only has one ruleset, you will not be able to delete it until you create a new ruleset.

Ready to configure your display rules? See our post on how page-level targeting helps you generate more leads.