Logical relationship between OptiMonk Triggers and Targeting Rules

The era of the one-size-fits-all approach is officially over. Customers expect a highly-relevant experience everywhere online, therefore you will need to plan carefully when and to who your campaigns will appear. In OptiMonk, you can define the specific segment you want to show your campaign to with various Targeting rules and decide how to prompt them with Triggering rules.

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In this article, you’ll learn about:

  1. What Triggers are
  2. Logical relationship between Triggers
  3. What Targeting rules are
  4. Logical relationship between Targeting rules
  5. Logical relationship within any given Targeting rule
  6. Things to keep in mind when using OptiMonk Triggers & Targeting rules

1. What are Triggers?

Triggers are the rules that determine when your campaign will appear. Triggers can be induced automatically (e.g. after x seconds of inactivity) or caused by a certain action (e.g. click of a button). You will find triggers under the ”When would you like the popup to show up?” section:

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You have six options to choose from:

  • On exit-intent
  • After x seconds
  • After x percent scrolling
  • On click to a specific area
  • After x seconds of inactivity
  • After a JavaScript event

 

2. Logical relationship between Triggers

If you have multiple triggers set, the relationship between them is OR, which means that the popup will show up when at least one of the conditions is met. These relationships can't be modified, they are a default setting in the system.

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💡In the above example, the campaign will appear on desktop when a visitor is about the leave your site OR on mobile when a visitor has been on the page for at least 30 seconds.

 

3. What are Targeting rules?

Targeting your audience and displaying a different message to each segment will help you create a more personalized customer experience. OptiMonk has countless targeting options with which you can define who should or who shouldn’t see your campaign. Targeting rules will be under the “Select who should see the popup” section:

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When you look at targeting rules more closely, you can see that rules are grouped into 3 different categories:

  • Time & Context

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  • Visitor attributes

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  • Pages & Custom Rules

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4. Logical relationship between Targeting rules

If you have multiple targeting rules set, the relationship between them is AND which means the popup will only show up to visitors who meet all the conditions you have set. These relationships can't be modified, they are a default setting in the system.

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💡In the above example, the campaign can only appear to new visitors who are not yet subscribed to any of your lists and they will only see the campaign once.

 

5. Logical relationship within any given Targeting rule

When you set up a targeting rule, you can usually specify multiple conditions for it. You can either choose from:

  • inclusive conditions: equals, contains, starts with, ends with
  • negation conditions: doesn’t equal, doesn’t contain, doesn’t start with, doesn’t end with

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Depending on which conditions you are using within your targeting rule, there are 3 kinds of relation logic between them:

 

1) Using only inclusive conditions:

The campaign will show up when AT LEAST ONE of the conditions is met. These rules only have an Add new button to add new conditions to the rule.

 

2) Using only negation conditions:

The campaign will show up when AT LEAST ONE of the conditions is met. These rules only have an Add new button to add new conditions to the rule.

 

3) Using mixed conditions (default relationship):

The relationship between the inclusive conditions will be an “OR” and the relationship between the inclusive and the negation conditions will be an “AND”. This means that the campaign will show up when AT LEAST ONE of the inclusive conditions is met AND the negation condition is also met at the same time.

💡 Example: (equals: example.com OR contains: example) AND doesn't equal: example.com/anything

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The above is true for the following rules:

  • Source
  • Current page / URL (for non-Shopify users)
  • Exclude page visitors

 

4) Using mixed conditions (manually set relationship):

Some rules allow you to select if you want to use an ”OR” or an ”AND” relationship for the conditions. These rules have an Add new button and a "+" icon to add new conditions to the rule.

For example, in the Custom variable rule, you can use the Add new button to add multiple conditions with an OR relation:

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Or you can click on the "plus" icon to add new conditions with AND relation:

Rules12.png

You can also mix and match the AND and OR relationship conditions for full customizability:

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The above is true for the following rules:

 

6. Things to keep in mind when using OptiMonk Triggers & Targeting rules

💡 If you choose to use only triggers for your campaign, your campaign will be triggered to all visitors. If you’d like to show it to only a certain segment, you can narrow your audience down with targeting rules.

💡 If you don’t add any trigger to your campaign, but your Teaser is turned on, the Teaser will appear to your visitors and the popup will only be triggered if someone clicks on the Teaser.

 

✉️ If you need any further help or have any questions, please let us know at support@optimonk.com, and we would be happy to assist you :)

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