Personalization Rules

Personalization Rules let you define triggers and actions. When the conditions of a trigger are met (for example, a visitor views the Services page on a mobile device), an action occurs (such as displaying a popup encouraging them to get in touch).

To create a rule: Click More in the left sidebar, select Personalization, then click Add Rule.


From the popup window, you can choose from a list of predefined rules, such as a popup, a top bar message, a rule targeting returning visitors, and more. You can also select Build Your Own to create a personalization rule from scratch.

Trigger by

This setting determines whether the trigger activates for any new site visitor or only for visitors who meet specific conditions.


Any visit to your site: The rule will trigger for any visit, whether it's a first time or repeat visitor, and regardless of device, location, or page.



Visits based on specific conditions

This option lets you set specific conditions that must be met before the rule triggers. You can select multiple conditions at once to combine parameters.

  • Device Used: Limits the rule to either desktop or mobile visitors. If set to desktop, mobile users won't see it, and vice versa.


  • Visitor Location: Enter a city, region, or country. The rule will only be visible to visitors within a 31 mile (50 km) radius of that location.


  • Timing: Set a start date, end date, start time, end time, time zone, and whether the rule repeats.


  • Number of Visits: Choose whether the rule shows only on a visitor's first visit or only after a set number of visits (for example, only after 3 visits).


  • Campaign URL: Trigger the rule for visitors arriving with specific marketing campaign parameters in the URL, such as a UTM code from a newsletter link.


Action

The action defines what happens once the trigger conditions are met. You can choose to:

  • Show Popup: Create a new popup on the spot, or select an existing one already built on the site.
  • Show Top Bar Message: Add your message text on this screen. Styling and customization of the top bar happen directly in the text editor within this screen.
  • Run JavaScript: Add JavaScript code that executes when the rule is triggered.
  • Show Special Effects: Apply festive effects to the site, such as fireworks or snowflakes, when the rule runs.

Every action lets you specify which page or pages the rule should appear on, along with a Preview as Visitor button so you can test the rule from the visitor's perspective before finalizing it.

General Settings

Here you can name your rule, toggle whether it shows only once per visitor, and preview it before activating. You also have two save options:

  • Save as Draft: Continue editing later before publishing.
  • Save & Activate: Save and activate the rule immediately.

Managing Rules

Once a rule is saved or activated, you'll land on the Personalization screen in the left sidebar, where all your rules are listed. Each rule displays:

  • Preview Button: Preview the rule.
  • Triggered By: A quick summary of the rule's trigger conditions. If set to "Any visit to your site," this displays as "No Trigger."
  • The Action: Shows which action the rule uses (popup, top bar message, etc.).
  • Display Rule: Shows the display setting, such as whether the rule shows once per visitor.

Each setting can be updated directly using the Edit button next to it. Additionally, every rule has a 3-dot menu with the following options:

  • Edit: Opens the rule so you can update its trigger, action, or general settings.
  • Preview: Lets you view the rule as a site visitor would see it.
  • Duplicate: Creates a copy of the rule, which you can then modify without affecting the original.
  • Deactivate: Turns the rule off without deleting it, so it can be reactivated later.
  • Rename: Changes the name of the rule.
  • Delete: Permanently removes the rule.