How to Use Rulesets in OptinMonster

OptinMonster makes it easy to use, manage, and save rulesets to quickly apply Display Rules to new campaigns. This allows you to easily configure conditions for where and how your campaign should appear to visitors.

In this article, you’ll learn how to use and manage rulesets, including Saved Rulesets.

Before You Start

Here are some things to know before you begin:

• Display Rules refer to the feature within OptinMonster that allows you to control where, when and for whom a campaign can appear. Display Rules are found in the campaign builder.
• A Rule contains a condition that allows or prevents a campaign from appearing.
• A Ruleset is a group of Rules. You can create multiple Rulesets with completely different Rules, if desired. 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.
• Within each Ruleset, you can combine Rules using OR as well as AND operators to create both simple and complex Rulesets. 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.
• Saved Rulesets are user-created, custom rulesets that you can save and import to easily apply rules you have already used to new campaigns. Saved Rulesets are optional and are especially helpful when you wish to quickly apply the same Rules to multiple campaigns in your account.

Rulesets

Add a Ruleset

To add a new ruleset, follow these steps:

1. In the Builder, click on the Display Rules tab.
   
2. Each campaign has a Default Ruleset that you can use to configure rules. To add an additional ruleset, click the Add New Ruleset button in the left sidebar.
   
3. A text box will appear above the button for you to name your new ruleset. After typing the ruleset name, click the check icon to save.
   
   Your new ruleset will appear as a tab in the left sidebar. The current selected ruleset will display (editing) under its name.
   

Rename a Ruleset

To rename a ruleset, follow these steps:

1. In the Display Rules tab of the builder, hover over the ruleset you want to rename. Click on the pencil icon to the right of the ruleset’s name.
   
2. Edit the name of the ruleset, then click the check icon to save.
   

Delete a Ruleset

To delete a ruleset, follow these steps:

1. In the Display Rules tab of the builder, hover over the ruleset you want to delete. Click on the trash can icon to the right of the ruleset’s name.
   
2. A modal will appear to confirm you want to delete the ruleset. Click the Yes button to confirm and delete the ruleset.
   

Saved Rulesets

Create a Saved Ruleset

To create a new Saved Ruleset, follow these steps:

1. In the Display Rules view of the campaign builder, click the Edit button for 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, click the Save Ruleset button.
   
4. A popup modal will open where you can give your Saved Ruleset a unique Title and add custom notes. When you’re done filling out the details of your Saved Ruleset, click the Save Ruleset button.
   
5. You’ll now find your new Saved Ruleset available from the Import Ruleset and Manage Rulesets modal windows.
   

Import a Saved Ruleset

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

1. In the Display Rules view of the campaign builder, click the Edit button from the Display Rules Summary view.
   
2. Next, click 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 click the import option Add as New, Add to Existing, or Replace Existing.
   • Add as New – Import the Ruleset new without overwriting the Ruleset you are currently editing.
     
   • Add to Existing – Import the Ruleset and add to the existing conditions of the Ruleset you are currently editing.
     
   • Replace Existing – Import the Ruleset and replace all existing conditions of the Ruleset you are currently editing.
     
4. When you’re finished, Save your campaign.

Rename a Saved Ruleset

To rename a current Saved Ruleset, follow these steps:

1. In the Display Rules view of the campaign builder, click the Manage Rulesets button on the left sidebar.
   
2. The Manage Rulesets popup modal will open. Find the Ruleset you would like to edit, and click on the pencil icon next to it to edit the Title or Notes.
   
3. When you are ready to save your changes to the Ruleset, click the Update Saved Ruleset Details button.
   

Delete a Saved Ruleset

To delete a current Saved Ruleset, follow these steps:

1. In the Display Rules view of the campaign builder, click the Manage Rulesets button on the left sidebar.
   
2. The Manage Rulesets popup modal will open. Find the Ruleset you would like to delete, and click on the trash can icon next to it.
   
3. A confirmation question “Are you sure you want to delete this saved ruleset?” will appear. Click the Confirm Deletion button.
   

FAQs

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.

Troubleshooting

I can’t access some Saved Rulesets, why not?

If you are logged-in as a Sub-Account User, check with your account Owner that you have been granted permission to access the specific Saved Rulesets you are looking for.