How to Use Display Rules to Customize When a Campaign Will Appear

OptinMonster makes it easy to control where and how your campaign appears to visitors with Display Rules. Each page can have different types of campaigns, with different content and exclusive offers.

In this article, you’ll learn how to use Display Rules to customize when your OptinMonster campaign will appear.

Before You Start

Here are some things to know before you begin:

  • Display Rules refers to a set of conditions which control when and where your campaign can appear to visitors on your site.
  • Rulesets are individual sets of conditions in the Display Rules area of the campaign builder. You can create multiple Rulesets with completely different conditions if desired.
  • A Rule is an individual condition in your Ruleset that allows or prevents the campaign from appearing.
  • Within each Ruleset, you can combine both OR rules as well as AND rules to create simple to complex Rulesets.
  • Some Rules mentioned in this article are available with a specific subscription plan or to specific campaign types.

Customize Display Rules

When you create a campaign in OptinMonster you’ll want to customize when and where it appears to visitors.

To customize the Display Rules, follow these steps:

  1. In the campaign builder, select the Display link in the top menu to open the Display Rules view.
    Display Rules Tab
  2. When you first view the Display Rules view, you’ll be shown a Summary of your Ruleset explaining when and where the campaign will appear.
    Summary
  3. Select the Edit button next to any Rule in the Ruleset Summary to edit the Ruleset. Alternatively, you can select a different Ruleset in the left sidebar if you’ve created more than one Ruleset.

Available Rules

The following Rules are available to customize when and where your campaign appears to visitors:

Ruleset Logic

Within each Ruleset, you can combine both OR rules as well as AND rules to create complex logic for your situation.

In general, sets of exclusionary rules, like ‘does not contain’, should be added as AND conditions while sets of inclusionary rules, like ‘exactly matches’, should be added as OR conditions.

When evaluating the ruleset, every AND condition will need to true while only one condition in each OR condition set will need to be true.

NOTE: Learn more from IBM about how logical operators work.

Editing Rulesets

Learn how to add, edit, and delete rulesets by following our ruleset documentation here.

WordPress

Learn more about how to use the WordPress plugin to control where your campaigns appear.