Set display rules

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:

Display rules are available for the following types of onsite sign-up units:

Mobile

  • Partial
  • Fullscreen
  • Bubble*

Desktop

  • Partial
  • Lightbox
  • Fullscreen
  • *Bubble

*If a display rule is added to a bubble that is set to expand on the first page, the rule will apply to the expanded bubble (Fullscreen) as well. See Implementation matrix below for more details.

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 the same sign-up unit on your homepage (URL contains website/home).

First, confirm when you want your sign-up unit to display:

Immediately

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. 
immediately.jpg

After delay

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.
after_delay.jpg

Note: When setting up a delay, your sign up units that usually appear on the first page should be set to the first few page loads. This prevents the potential loss of engagement if a website visitor navigates to another page.

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 options are in increments of 5%.
after_user_scrolls.jpg

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).
on_exit_intent.jpg

Since there is more nuance around exit intent, we have compiled a list of best practices to follow when using them:

  • Exit intent should be added as an additional sign-up unit–it should not replace the primary immediate-view sign-up units.
  • Set exit intent unit(s) to show on multiple page views (the default setting is first page view, but we recommend every page view). Use allow/block lists to input URLs that decide which pages should receive which type of sign-up unit. Note that two different sign-up units can’t be fired on the same page and only one display rule can be assigned per sign-up unit.
  • Consider using SMS-only sign-up units (instead of email+SMS) for exit intent so users are not overwhelmed when they are about to exit.
  • On desktop, exit intent relies on access to the mouse position relative to the page’s top border. It will not function correctly if your site has an iframe overlay at the top of the page.
  • Pro Tip: Supplement your regular sign-up unit that displays on first page load with an additional bubble sign-up unit that uses exit intent, 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.”

It’s important to note that you can’t target specific user segments.

UTM parameter

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 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).
mceclip0.png

Pro Tip: If you do not want the UTM to persist for the whole session, consider using the URL contains field instead.

Cookie

See Create cookie-based display rules.

URL contains

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.
and_if_url_contains.jpg

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.
hide_sign-up_unit_url.jpg

Enter a URL in the Test a URL field on the right side of the screen to confirm that your display rule works.
test_a_url.jpg

Note: The parameters in the visited and viewed fields are defaults and aren't editable. 

Click Save and continue to move to the Review tab.

Referrer domain

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 (e.g. /new-arrivals), whereas the referrer domain is targeted based on which domain the visitor came from (e.g. google.com or facebook.com), and will persist throughout the visitor’s session.
mceclip0.png

Implementation matrix

Sample Desired display rule(s)

Sign-up unit(s) needed Show bubble setting (lives within Page styles menu) Page, Session and Fatigue

- Fullscreen displays immediately when user first gets to site

- Bubble displays immediately on all subsequent views

[Sign-Up unit 1]
Fullscreen
Choose “Expand on first page”

- Every page view

- Every session

- Close fatigue 24 hours

- Scroll delay on fullscreen and bubble

- Exit intent on fullscreen and bubble*

- Popup timer on fullscreen and bubble

[Sign-Up unit 1]
Fullscreen
Choose “Expand on first page”

- Every page view

- Every session

- Close fatigue 24 hours

- Fullscreen displays immediately when a user first gets to site

- Bubble displays immediately on the user's subsequent 2nd page view (and no more)

- Don't show either sign-up unit again for 7 days

[Sign-up Unit 1]
Fullscreen

[Sign-up Unit 2]
Fullscreen

[Sign-up Unit 1]
Remove bubble page entirely

[Sign-up Unit 2]
Choose “Always display the Bubble”

[Sign-Up Unit 1]
- First page view only
- Every page view
- View fatigue 7 days

[Sign-Up Unit 2]
- Second page view only
- Every session
- Close fatigue 7 days

- Scroll delay on fullscreen only

- Exit intent on fullscreen only

- Popup timer on fullscreen only

[Sign-up Unit 1]
Fullscreen

[Sign-up Unit 2]
Fullscreen

[Sign-up Unit 1]
Remove bubble page entirely

[Sign-up Unit 2]
Choose “Always display the Bubble”

[Sign-up Unit 1]
- First page view only

- Every session

- View fatigue 24 hours

[Sign-Up unit 2]
- Second page view and beyond

- Every session

- Close fatigue 24 hours

Independent tracking for display rules

(I.e., You are using third party tracking (either Google Analytics or Facebook Pixel) and need to track fullscreen engagement and bubble engagement independently)

[Sign-up Unit 1]
Fullscreen

[Sign-up Unit 2]
Fullscreen

[Sign-up Unit 1]
Remove bubble page entirely

[Sign-up Unit 2]
Choose “Always display the Bubble”

[Sign-up Unit 1]
- First page view only

- Every session

- View fatigue 24 hours

[Sign-up unit 2]
- Second page view and beyond

- Every session

- Close fatigue 24 hours

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