Use the Set display rules tab to indicate when and where you want your sign-up unit to display. The display rules are as follows:
- After delay
- After user scrolls
- On exit intent
- UTM parameter
- URL contains
- Referrer domain
*Important! To use a popup timer, scroll delay, or exit intent in the display rules to further define when you want the sign-up unit to display, contact our White Glove team (email@example.com). This feature is available for the following types of sign-up units:
** It is not possible to add delays for sign-up units that use bubbles.
Note: You can add more than one display rule for a sign-up unit, as long as they are not conflicting. For example, you can have your sign-up unit display on your homepage (URL contains /home) after the viewer scrolls 25% of the page. However, you cannot show a sign-up unit on your homepage (URL contains /home) and hide a sign-up unit on your homepage (URL contains website/home).
First, confirm when you want your sign-up unit to display:
Sign-up units that are set to display immediately are shown on site right when the visitor hits the URL. By default, sign-up units display immediately. If you want to edit this setting, you must contact our White Glove team.
Sign-up units that are set to a delay are not shown on site until the specified time has elapsed, after which they behave as normal. The options allow increments of one second, with a maximum of 30 seconds. If you want to edit this setting, you must contact our White Glove team.
After user scrolls
Sign-up units that are set to a scroll delay are not shown on site until the website visitor reaches the specified % of the page, after which they behave as normal. The percentage options are 25, 50, 75, or 100. If you want to edit this setting, you must contact our White Glove team.
On exit intent
Sign-up units that are set to display on exit intent display when the user's behavior indicates they may be about to leave the website (such as when they move the mouse cursor outside the browser window towards the URL bar or navigation buttons on desktop or when they scroll down a page and back up quickly on mobile). If you want to edit this setting, you must contact our White Glove team.
Pro Tip: Program your bubble sign-up unit to also have an exit intent trigger, which will automatically expand it when a user is likely to leave the page. Don’t forget to include a sense of urgency in your message like “last chance.” Note that this would have to be an additional pop-up (separate from the one that displays on first page load) that is programed to trigger on exit intent.
Sign-up units that are set to display based on a visitor’s UTM parameter(s). This field allows you to configure display rules based on UTM parameter(s) that are present when the visitor lands on your site. UTM display rules will persist throughout the visitor's session.
For more information on cookie-based targeting, see [GA] Create cookie-based display rules.
Note: Setting an active sign-up unit to show when a UTM is present hides all other active sign-up units when that UTM is present. You don’t need to add the UTM to the hide list rules for sign-up units that shouldn’t appear when the UTM is present (they are hidden automatically).
Pro Tip: If you do not want the UTM to persist for the whole session, consider using the URL contains field instead.
Sign-up units that are set to display on a specific part of a URL.
To configure it, enter a URL in the URL contains field (under "and if") to indicate the site or page on which you want the unit to display.
- The URL doesn’t need to be a fully qualified URL. It can include the full or partial URL, pages, etc., as follows:
- While you are able to set the URL allow/block list, it is not a requirement. If you don’t enter anything in the allow (show) rule, the sign-up unit displays everywhere you don't have a block (hide) rule. We recommend setting block rules for /cart and /checkout for a clear and seamless path to purchase.
Optionally, enter a URL in the URL contains field (in the Hide sign-up unit if section) to indicate the site or page on which you want the unit not to display.
Enter a URL in the Test a URL field on the right side of the screen to confirm that your display rule works.
Note: The parameters in the visited and viewed fields are defaults and aren't editable. Contact our White Glove team for more information.
Click Save and continue to move to the Review tab.
Sign-up units that are set to display based on a visitor’s referrer domain (the prior website from which the visitor arrived).
This is different from URL contains. URL contains allows you to control showing a certain sign-up unit to a visitor based on the page they are currently browsing on your site, whereas the referrer domain is targeted based on which URL the visitor came from.