You have a couple of options for the triggers of your Campaigns. Triggers are the rules which determine when your On-site Messages appear. You can use the trigger rules (When to show) on their own, or you can further segment your visitors with additional rules (who should see the On-site Message). The trigger rules are the following:
- On exit-intent
- After x seconds
- After x percent scrolling
- On click to a specific area
- After x seconds of inactivity
If you only need a quick overview on triggers, watch Reka's walkthrough in 2 minutes:
To edit the triggers of a Campaign, select Campaigns on the left side of your OptiMonk dashboard, then click on the name of the Campaign you want to edit:
Click on Edit settings on the left:
You can add or edit the triggers under the Campaign Settings, “When would you like the popup to show up?” option:
You can see the triggers that already set up for your Campaign:
The icons show the device platform (mobile, desktop, or both) where the trigger is set up. You can use the "X" to remove the trigger, and you can add new triggers by clicking Add more triggers:
Click on a "Plus" icon to add a new trigger, or click on a "Pencil" icon to edit a trigger:
When you edit or add a new trigger, you will also have the option to select the devices (desktop, mobile, or both) where you want the trigger to show the popup:
With this option, you can set some triggers to work only on mobile, and you can also set triggers that work only on desktop!
In this example, we have selected Mobile device for both triggers:
In this case, the Campaign will show up only on mobile devices.
Let's get into some details about the triggers:
1. On exit-intent
By using this setting, the popup will only appear when a visitor attempts to leave the website, on “exit intent”.
The option is a great opportunity to communicate one last offer to the visitors before they leave the website to revert them back.
In the case of exit intent on PC, we monitor the top 10 pixels of the browser's internal area on desktop, and if the visitor drags the cursor into this 10px, we take it as an exit intent. The red frame shown in the picture is the internal area of the browser:
For more information on how Exit-intent trigger works on mobile devices, please see this article: https://support.optimonk.com/hc/en-us/articles/360011129080-Exit-intent-trigger-on-mobile-devices
2. After ‘X’ second(s)
You can set up your popup to only show up after a visitor has already spent X seconds on the webpage.
By selecting this option and setting it up based on your visitors’ behavior, you can make sure that the popup will only appear when the visitors already took a closer look at your offers and somehow familiarised themselves with the content of your website.
When the page loads and OptiMonk is also loaded, a counter starts in the background and measures the elapsed time.
Please note that the timer restarts after every page load.
If you set this to 0 seconds, it will function as an “entry popup”, meaning that it will appear immediately when a visitor lands on your page. We do not recommend using this setting, because this can really disturb your visitors. Always try to follow the behavior of your visitors and try to set up the popup to appear at the right time.
3. After ‘X’ percent scrolling
You can set up your popup to only show up after the visitor scrolled down X percent on the webpage.
Similar to the “X seconds spent on the site” option, this setting will ensure that the visitor will only see the popup after they already spent some time surfing the page and have seen something from your content by scrolling down on the page.
If you have a blog, this setting can be very useful, because you can communicate an offer once your visitor has already read the first part of the story.
Here, we monitor page scroll events and calculate the position from the top of the page, how many % from the top of the page is the current state.
4. On click to a specific area
You can set up your popup to only show up after the visitor clicked on a given element defined by you.
This setting is useful when you want to show the popup to those visitors only who clicked on a particular part of your website - a box, link, banner, etc.
Use this setting if you have an interesting e-book and you place its link to your blog - you can create a campaign and set it up in a way to only appear to those visitors who clicked on the link and can make the e-book downloadable for those who signed up via the popup.
Please note that this setting will disable the primary function of your website element: for example, if you choose a button for this trigger, clicking the button will trigger the Campaign.
Please also note that the on-click trigger has some effect on other settings:
- Your pop up will show up every time visitor clicks on the selected element on your website - including page reload
- Your pop up will show up every time visitor clicks on the selected element on your website - even if the visitor already seen/filled up the pop up
- Frequency rule doesn’t have an affect on On-Click trigger
Here is an example of how you can set this up:
1) First, navigate to your website. I would recommend using the Google Chrome browser
2) Right-click on an element you want to use to show your Campaign, and click Inspect:
In this example, I want the Campaign to show up when my visitors click on the image with the text "Fit Booster".
You will see a side panel appear on the right after you click Inspect, and you will see some part of the text highlighted:
If you hover your mouse over to a text in the right-side panel, it will highlight the element it is referring to:
We could use different parts of the code for the On click trigger. For this example, I will use the ID:
The text in the code is id="e-1570005882489". I need to add #e-1570005882489 in the OptiMonk admin to use this ID:
That's it! :) Click Save and Next in the top right corner to start using the On click trigger.
5. After ‘X’ seconds of inactivity
You can set up your popup to only show up to visitors who have spent x inactive seconds on the site.
This setting is useful because it catches the attention of inactive visitors and there is a high chance that you will be able to activate them with the help of a special offer popping up unexpectedly.
If, after analysing your visitors’ behavior, you conclude that the inactivity on your page is relatively high, you can use this option to activate your visitors.
Here the activities are monitored, if there is no mouse movement, clicking or scrolling on the page, it is considered inactivity.
When you set this to 0 seconds, it will function as an "entry popup” – it will appear immediately when a visitor lands on your page. We do not recommend using this option because this can really disturb your visitors. Always try to follow the behavior of your visitors and try to set up the popup to appear at the right time.
You can enter any event that is used to track interactions that occur on your website. For example, your campaign can be displayed when a registered visitor logs in to his/her account and the 'user_login' event has occurred.
Here is another example:
//show my OptiMonk campaign
If you have any further questions or need any help, just let us know at email@example.com and we would be more than happy to assist you :)