In the Display Rules section, you can set and configure conditions to control where your optin appears on your website. By default, a Rule Group box appears, where you can define these conditions.
Let’s look at these conditions to help you personalize your optin for visitors!
Set Up a Rule Group
A Rule Group lets you set conditions for displaying your optin. It acts as a “container” for multiple rules. Each rule includes three parts: where it appears, the condition for display, and the specific value for that condition.
Placement Selection: This field lets you choose where your optin appears, from the homepage to specific posts or pages.
Condition Selector: Use this field to control when and where your optin appears to visitors on your website.
Value Input: Enter or set the value to finish up the rule
There are three main categories for display rules:
- General Rules
- WooCommerce-Specific Rules
- EDD-Specific Rules
General Rules
These are the most commonly used rules, and they work independently of your theme or any plugins. There are eight general display rules, including:
Entire Site: Display across the whole website.
Front Page: Display only on the homepage.
Post Type: Display based on content type (posts or pages).
Post: Display for blog posts.
- Posts: Display on individual blog posts.
- Category: Display on a specific post category.
- Tag: Display on posts with a specific tag.
Page: Display on individual pages.
Author: Display content based on the author.
Examples of Use Cases
Option 01: I want to display the optin across my entire site.
Option 02: I want to display the optin only on the homepage
To set this up, select the desired page from the options field. No further adjustments are needed.
Option 03: I want to display the optin on a specific page, post, category, or tag
Select Placement: Choose the area where the rule should apply. Common placements might include Page, Post, Category, Tag, and Author.
Define Condition: Select the rule behavior by choosing between:
- Includes Any Of: Select this option to display the optin if any of the specified values are present.
- Doesn’t Include Any Of: Select this option to hide the optin if any of the specified values are present.
Enter Value: Set the scope of the rule within the chosen placement and condition:
- All: The rule will apply universally across all instances within the selected placement (e.g., all pages or all posts).
- Specific: The rule will apply only to designated items or categories within the placement that meet the chosen condition (e.g., specific tags, labels, or categories).
WooCommerce & EDD Specific Rules
If you’re operating a WooCommerce or Easy Digital Downloads (EDD) store, you can apply dedicated rules for each platform. The rules are the same for both.
Make sure to apply WooCommerce rules to WooCommerce stores and EDD rules to EDD stores; otherwise, the setup will not work.
Each category currently includes 5 rules:
Products in Cart: Rules are triggered based on specific items added to the cart.
Number of Products in Cart: Triggered by the number of products in the cart.
Total Cart Value in USD: The rule applies based on the total cart value in USD.
Cart Page: Rules for displaying optins specifically on the cart page.
Thank You Page: Rules for displaying optins on the thank you page.
Add New Rule (Relation AND)
You can add multiple rules by selecting “+ Add New Rule” in a rule group. By default, rules are connected with an “AND” relation. This means that every rule within the group must be met for the optin to display.
Example Setup:
Let’s say you want an optin to display only if a visitor meets both of the following rules:
- Rule 1: The visitor has added “Product A” and “Product B” to their cart.
- Rule 2: The visitor is on the shop page.
Since both rules are in the same rule group, they are connected with an “AND” relation.
This means the optin will only display if both conditions are met: (The visitor has both “Product A” and “Product B” in their cart and is viewing the shop page.)
If even one rule isn’t met, the optin won’t appear.
Add New Rule Group (Relation OR)
By default, rule groups are set with an “OR” relation. This means only one group of rules needs to be met for the optin to display.
This setup enables broader targeting, as any qualifying rule group activates the option.
Example Setup:
Let’s say you want to show an optin offer for product C if a visitor meets any of the following:
- Rule Group 1:
- Rule 1: Customers add Products A and B to their cart.
- Rule 2: Customers then visit the shop page.
- (Both conditions must be true for Rule Group 1 to apply.)
- Rule Group 2:
- Rule 1: Customers view Product C’s page.
If either Rule Group 1 or Rule Group 2 is met, a special offer for Product C could be displayed to encourage the customer to add it to their cart.
Tips for Effective Display Rules
- Combine Rules for Precision: Target users more accurately by combining rules based on factors like pages visited, device type, or browsing history.
- Test Setups: Use draft mode to try different rule setups and find the most effective one.
- Layer Rules for Targeting: Stack multiple rules within groups to create specific audience segments and customize opt-ins for each.
