How to Create and Import Saved Rulesets in OptinMonster

OptinMonster makes it easy to create and import saved Rulesets to quickly apply Display Rules to new campaigns. This makes it easy to configure complicated conditions for where and how your campaign should appear to visitors.

In this article, you’ll learn how to create and import saved Rulesets in OptinMonster.

Create Saved Ruleset

To create a new saved Ruleset, follow these steps:

  1. In the Display Rules view of the campaign builder, select the Edit button for the Ruleset you would like to save.
    Edit the Ruleset you would like to save.
  2. If you wish to modify the Ruleset conditions in any way before saving do so now.
  3. When you are ready to save the Ruleset, select the Save Ruleset button.
    Select the Save Ruleset button to save the current Display Rules.
  4. A popup modal will open where you can give your saved Ruleset a unique Name and add custom notes. When you’re done filling out the details of your saved Ruleset select the Save Ruleset button.
    Name your Ruleset and optionally add notes before saving.
  5. You’ll now find your new saved Ruleset available from the Import Ruleset and Manage Rulesets modal windows.
    Saved Ruleset available in the import and manage rulesets modal windows.

Import Saved Ruleset

To import a saved Ruleset into a new campaign, follow these steps:

  1. In the Display Rules view of the campaign builder, select the Edit button from the Display Rules Summary view.
    Edit the Ruleset you would like to save.
  2. Next, select the Import Ruleset button.
  3. A popup modal will appear with all of your saved Rulesets. Locate the Ruleset you would like to import and select the import option, Add as NewAdd to Existing, or Replace Existing.
    • Add as New – import the Ruleset new without overwriting the Ruleset you are currently editing.
      Add as new when importing a saved Ruleset.
    • Add to Existing – import the Ruleset and add to the existing conditions of the Ruleset you are currently editing.
      Add to Existing when importing a saved Ruleset.
    • Replace Existing – import the Ruleset and replace all existing conditions of the Ruleset you are currently editing.
      Overwrite the existing Ruleset when importing a saved Ruleset.
  4. When you’re finished, Save your campaign.

Troubleshooting

Can I bulk-apply a saved Ruleset to multiple campaigns at one time?

It’s not possible to bulk-apply settings, including saved Rulesets, to multiple campaigns at this time. You’ll need to edit each individual campaign to apply the saved Ruleset(s) you wish to use.