Logical relationship of OptiMonk rules

OptiMonk uses two different kinds of appearance ruleset for the popups:

  • triggers: they define when your popup shows up (for example, on exit-intent, or after x seconds)

  • segmentation rules: you can use the segmentation rules to define who should see the popup based on many variables (for example, returning/new visitors, or segment based on cart content)

Please follow these steps to edit the rules of your OptiMonk Campaigns:

1) First, log in to your account at https://app.optimonk.com/ 

2) Select Campaigns on the left menu then select the Campaign you wish to edit:


3) Click on Edit settings on the right:


You will find the trigger rules under When would you like the popup to show up?:


The segmentation rules will be under Select who should see the popup:


Logical relationship of rules:

The relationship between rules can be either OR or an AND relationship.

OR: When you have multiple rules for your campaign with an OR relationship, it means that the popup will show up when at least one of the conditions is met.

AND: When you have multiple rules with AND relationship, the popup will only show up when ALL of the conditions are met.

1. When should the popup appear? (triggers):

As you can see in the below picture if you have multiple trigger rules set, the relationship between them is OR:


2. Who should see the popup? (segmentation rules)

As you can see, the segmentation rules have an AND relationship, 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.


Different segmentation rule options:

When you set segmentation rules, you can usually specify multiple conditions for one rule. There are 3 kinds of segmentation rules in OptiMonk based on the relation logic between the conditions, here is a short summary (below you can find more details):

1) The Cart rules use an AND relationship

2) Negation rules: some rules use a dropdown where you can select different settings for a variable (equals, doesn't equal, etc). In these cases, the inclusive rules (equals, contains, etc) have OR relationship, while the negation rules (doesn't equal, doesn't contain, doesn't start with, doesn't end with, doesn't match) have an AND relationship.

These rules only have an Add new button to add new conditions to the rule.

3) Mix & match rules: 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 and a "plus" icon


Here are some examples for the above:

1) Cart rules:


As you can see, you can add multiple conditions for this rule by clicking on the "plus" icon:


The relationship between these conditions is AND as indicated:


The other rules usually have OR and AND relationships as well, depending on the settings.

2) Here is another example, the Source rule:


As you can see, we can add multiple conditions for this rule by clicking the Add new button:


The conditions set here also have a logical relationship, and it is based on the selected rule:


If it is not a negation, it is usually an OR relationship, for example, equals, contains, starts with, ends with all have an OR relationship: 


The negation rules (doesn't equal, doesn't contain, doesn't start with, doesn't end with, doesn't match) have an AND relationship:


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

The above is also true for the following rules:

  • Source
  • Current page / URL
  • Exclude page visitors

3) There are also some rules that allow you to specify if you want to use an OR or an AND relationship. For example, the Custom variable rule:


Here, you can use the Add new button to add multiple conditions with an OR relation:


You can also click on the "plus" icon to add new conditions with AND relation:


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


The above is also true for the following rules:

  • Custom variable
  • Cookie segmentation
  • Visited URL
  • Engaged with OptiMonk campaigns

That's it! :) Don't forget to save your settings by clicking on Save then Next in the top right corner:


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



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