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.

NOTE: Some rules listed in this walkthrough are limited to certain subscription levels and campaign types.

What are the Display Rules?

The Display Rules are the configurations you set to determine when and to whom a campaign is shown. When your campaign’s embed code is on your site, it is the Display Rules that determine if the campaign shows.

NOTE: By default, with no rules enabled, a campaign will load instantly on every page where its embed code is present.
Where are the Display Rules Located?

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

Click the Display Rules Tab

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 Overview

You will notice two major sections in the Display Rules:

Section: When should the campaign appear?

In this section, you will set the rules that trigger when a campaign should appear. You can click the links below to go to the specific walkthrough for that rule.

Section: Who should see the campaign?

In this section, you will set the rules that trigger who sees a campaign. You can click the links below to go to the specific walkthrough for that rule.

What is the Difference Between a Rule and a Ruleset?

To utilize the Display Rules to its fullest potential, you need to understand the differences between a Rule and a Ruleset, as well as understand how to make “AND” and “OR” conditionals.

What is a Rule?

A rule is a condition which must pass / validate on a pageview for a web visitor to be allowed to see that particular campaign. The various rules were already covered above in the When should the campaign appear? and the Who should see the campaign? sections.

What is a Ruleset?

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

Rules in a Ruleset as AND Conditionals

Because every rule inside of a single ruleset must pass for the campaign to show, these are considered “AND” conditionals in a technical sense. And this applies to both the When should the campaign appear? and the Who should see the campaign? sections.

NOTE: This means if you enable Exit-Intent and a 5-Second delay in the same ruleset, then the campaign will only show if the visitor has been on the site at least 5 seconds and then decides to exit.
TIP: If you have positive / inclusionary rules, these should each have their own ruleset. For example, if you want a campaign to show on pages that exactly match page-1 and page-2 then you will need to have 2 different rulesets.
Individual Rulesets as OR Conditionals

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.

TIP: If you have negative / exclusionary rules, these rules should be in every ruleset. For example, if you want a campaign to never show on certain pages then in each ruleset you need the rule does not exactly match page-1 AND does not exactly match page-2. Any additional ruleset you add, be sure to review to ensure your negation rules are present.

How to Add, Rename, or Delete a New Ruleset

Since Rulesets operate as the OR conditionals, it is very important to know how to edit your Rulesets in your campaign.

You can learn how to add, edit, and delete rulesets by following our Editing Ruleset documentation here.

WordPress Plugin (For WordPress Users 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.

Click Edit Output Settings

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

Output Settings Overview

  • 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.
What is the Difference Between the WordPress Plugin and Display Rules?

With WordPress’s usage of Categories and Tags (which often are not reflected in each page’s URL), OptinMonster has created a WordPress Plugin that gives Advanced Page Targeting features, such as targeting categories, tags, logged-in users, and more.

Display Rules

The Display Rules operate only where the OptinMonster Embed Code is already present. The Display Rules act as a “Soft” version of targeting based on the Rules you have set in OptinMonster.

In summary, “Assuming OptinMonster’s code is already present on a page, the Display Rules will show an optin if the web visitor matches the conditions the User has set on for that particular campaign.”

WordPress Plugin’s Advanced Page Targeting

The WordPress Plugin’s Advanced Page Targeting determines where the OptinMonster embed code is actually supplied (or embedded / added to the page) on a WordPress site.

The Advanced Page Targeting options act as a “Hard” version of targeting, based on the selections you enable or disable. Since embed code is required for campaigns to load, this layer of targeting necessarily operates prior to the Display Rules. This means you can use the plugin to only supply an campaign’s embed code on a certain category and/or tag(s), then later use the Display Rules.

In summary, “The Advanced Page Targeting plugin determines which page(s) each campaign’s embed code is supplied on a WordPress site. Further targeting can be added via the Display Rules mentioned above.”

What is the Suggested Setup for Most WordPress Users?

Unless you have a specific need to target a category, tag, etc., then most users benefit by using our default setup, which is to Enable your campaign in the plugin, which supplies that specific’s campaign’s embed code globally (i.e.: supplies the embed code to every page of your site.)

It is suggested you use the following WordPress settings (especially if you’re running into any issues of getting your campaign to appear on your WordPress site):

  1. Go to your WordPress Dashboard
  2. Go to OptinMonster Menu
  3. Confirm you are running the latest version of OptinMonster API Plugin (Version 1.2.2 at the time of this writing) If not, update your plugin.
  4. Go to our OptinMonster menu Optins tab.
  5. Click Refresh Optins. This refreshes your list. This needs to be done anytime you create or delete a campaign on
  6. Go to your Output Settings for each of your campaigns. Have your settings be Enabled and make sure all other options are unchecked, including if you had options checked in the Advanced Settings area. Click Save before leaving the page.
  7. Clear out any site caching that you have.
  8. Then, go back to OptinMonster Menu -> Optins. Click the button that says Clear Local Cookies. (Clear Local Cookies will clear all of OptinMonster’s cookies only on your web browser.)
When to Use the Advanced Settings of the WordPress Plugin?

When you have a need to supply the embed code only on specific sections of your WordPress site, such as based on tags, categories, post type, etc., then you would want to use the Advanced Settings.

WooCommerce Pages

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

WooCommerce Settings Overview

Depending on your setup with Woocommerce, your options shown may vary.

Frequently Asked Questions

Q: What are the best ways to test OptinMonster campaigns?

A: You can also use the plugin for effective testing of your campaigns on WordPress.

Q: Why is my campaign showing up everywhere?

A: Most likely, you have multiple rulesets. In ruleset 1, you may have it set to only show on a limited number of pages. However, if you don’t have restricting rules on the other rulesets you have, it could permit your campaign to show on every page.

For review, please re-read the section above called: What is the Difference Between a Rule and a Ruleset?.

Q: Why is my campaign showing up on a page where I said it shouldn’t?

A: While you may have added the exclusionary rule on one ruleset, if you didn’t prohibit it from showing on every ruleset, then your campaign may show. Check our section above on Individual Rulesets as OR Conditionals for further reference and an example.

Q: Why is my campaign not triggering as expected?

A: There could be a variety of reasons, but most likely you have set up too many rules within a Ruleset, and you may have some confusion of how the AND conditional works. The best thing to do is to review the section Rules in a Ruleset as AND Conditionals.