How to set up targeting for widgets

How to set up targeting for widgets

The key to the great widget performance is not only in the enticing copy and the eye-catching visuals. It is also very important to make sure that your widget will appear in the right place at the right time — and the right audience will see it. Only then you can be sure that it will be fully effective.

Getsitecontrol offers flexible targeting settings that give you full control over your widget. You can choose when it will start and stop displaying, which audience will see it and how often it will be shown.

To fine-tune the Targeting settings, switch to the Targeting tab when creating a widget. And dive into the guide below to learn everything about these settings!

Page targeting

Page targeting, or URL targeting, allows you to specify the pages of your website where your widget will appear. You can choose to show it across all site pages or make it visible only on particular ones.

To set up page targeting, find the Display widget on section on the Targeting tab.

The Display widget on section

By default your widget is set to appear on all pages of your website: the asterisk (*) in the Include section means “anything goes here”.

Showing and hiding widgets on particular pages

If you want the widget to show up only on one page, add the exact URL of that page to the Include section to create a targeting rule.

The Include field

The domain name of your website is already included there, so just add the part of the link that goes after it.

You can also hide the widget on one particular page while keeping it on all other pages. In the Exclude section, click + Add URL. Two options will be available.

The Add URL options

To exclude the homepage, choose the corresponding option and it’ll be filled in automatically.

Excluding the homepage

To exclude other types of pages, choose Blank and paste the URL of the page you want to exclude.

Excluding a custom URL

Showing and hiding widgets on a group of pages

We already mentioned that an asterisk (*) in the targeting rule means “anything goes here”. Knowing that you can use it to create rules for groups of pages.

In the example below the widget will be shown on all pages starting with 'newsite.com/blog' no matter what other characters are in the URL after that. According to this rule, the widget will appear on all the blog posts, but won’t be visible on the rest of the site pages.

Showing widget on blog pages

Targeting query parameters

Sometimes the information that you want to use in targeting conditions can be contained in query parameters.

In the URLs, you can find query parameters at the very end. They are opened with a question mark (?). A word that comes right after the question mark is a parameter, and it can hold values. The value for the corresponding parameter is given after the symbol “equals” (=). An URL can contain multiple parameters, and in such cases, they are separated by an ampersand (&).

To add a targeting rule for a specific query parameter, click the Edit button in the Include or Exclude section.

The Edit button

Find the Query section and add a key and a value for your query string parameter.

The Query section

Click Save to save the changes.

Specific targeting parameter in the Include field

You’ll see that the key and the value are added to your URL targeting rule.

Shopify preset pages

For Shopify users, the following preset pages are available:

  • Cart
  • Thank you pages
  • Order status pages
  • Product pages

Shopify preset pages

Let’s say you’d like to show the popup on product pages: just choose Product pages in the list and the targeting will be set automatically.

Product pages presets

Confused about the difference between the Thank you page and the Order status page? The first is displayed right after the checkout while the second one is available at any time after the purchase and contains order details. Usually, a link to the Order status page is often included in the purchase confirmation email.

Targeting by audience

In this section, you can decide which part of your audience will see the widget based on specific filters. For example, you can choose to show it only to website visitors from a particular location, using a certain device, or coming to your site from a specific source.

These settings are available in the Display widget if section of the Targeting tab.

The Display widget if section

There’s no filter chosen by default. This means that if you leave this section as it is, your widget will be shown to everyone who visits your site.

Adding a new condition

To create a targeting rule, click + Add condition, switch to the necessary category and find the right filter on the list.

Adding a new condition

Click it and add a new filter. First of all, choose an operator from the drop-down list: in most cases, you’ll need to choose between is/is not and match/does not match options.

Then choose the value for this rule from the second drop-down list. For some filters, like UTM tags or API parameters, you’ll need to type or paste them instead.

When you finish adding the value, click Done to save the changes.

Setting the filter

There are 6 groups of filters available.

Geo

You can choose to display each of your widgets only to website visitors coming from a specific country, state/region, or city. Alternatively, you can exclude visitors from a certain location from seeing your widgets.

Device

This filter allows showing widgets based on the visitors’ device characteristics: the browser and OS they are using, the language of their browser, the device screen width, and the type of device itself.

Visit

The filters in this group are based on the details of the person’s visit to your site: whether it is the first one or not, what’s the source they are coming from, how many pages this visitor has already seen on your site.

Developer

Here you’ll find some advanced options, such as API targeting, targeting by IP addresses, specific cookies, and HTML conditions. Please note that some of these options require programming knowledge.

UTM

If you are using UTM tags to track campaigns, you can use the same tags to target widgets to website visitors coming from particular sources. You can include or exclude visitors based on any of the five UTM parameters: campaign, content, medium, source, and term.

Shopify

Shopify users can target their customers by filters specific to Shopify only, such as Cart, Customer, Product, and Variant filters. The Shopify filters are marked by the special icon.

Shopify targeting filters

Cart filters allow you to show widgets based on the customer’s cart parameters, such as the product on the cart, the total price of all the items on the cart, the number of items on the cart, and others.

With the help of Customer filters, you can target your users based on their customer parameters, such as the tag of the customer, the total number of orders a customer had in your online store, and others. It’s also possible to show widgets based on whether the customer is logged in or if they agreed to receive marketing emails.

Product and Variant filters allow you to target your customers by products and variants that users are currently on, i.e. these are not the products and variants added to the cart before by various methods, they can be seen and available for your customers on your online store at the current moment of time. Here is exactly how it works.

If a visitor is on a particular product page, this product and the chosen variant are treated as their current product and variant. If the visitor chooses another variant on the page, their current variant changes.

So, you can show the popup depending on the current product and variant. For example, set the Variant availability isn’t available filter to show the widget if the current variant is unavailable.

The Variant isn’t available filter

Combining several filters

You can add several audience filters and combine them using the OR and AND operators.

If you connect two filters using the OR operator, your widget will be shown to the visitors who fit at least one criterion. For example, if we use the rule below, the widget will be shown to visitors who use tablets or mobile devices to visit your site.

Two conditions combined with the OR operator

If you connect two filters using the AND operator, your widget will only be shown to the visitors who fit all the criteria. For example, with the rule below, the widget will be shown to visitors with mobile devices with the iOS operating system only.

Two conditions combined with AND operator

To create different combinations of several filters, it’s possible to use segments. They can be combined with AND and OR operators, just like separate filters.

To add the second segment to your targeting rule, click the + Add segment link.

Adding a new segment

Once it is added, choose the operator as shown below.

Combining two segments with the AND operator

You can use segments to create complex targeting rules. For example, you can show your widget to visitors from specific countries, but exclude those who live in particular cities in these countries.

The rule below illustrates how you can show the widget to all visitors from France or Germany, excluding those who live in the capitals of both countries.

Complex targeting with two segments

Start conditions

Sometimes the best option is to show the widget just when visitors enter the website. However, some messages are better shown to those who have already spent some time on it and who are sure to be interested in what you offer.

In the Start displaying widget section, you can adjust start conditions so that your widget would always appear on time.

The Start displaying widget section

By default, a widget is set up automatically. This means that it’ll be displayed as soon as the visitors meet the Display widget if conditions. Here is how it works.

Let’s say you’d like to show the widget to customers who have more than 3 items in their cart. Set the Cart items count is greater than 3 condition in the Display widget if section and automatically the Start displaying widget section.

The example targeting settings

In this case, the widget will be displayed as soon as this condition is met, i.e. only to those customers whose cart contains more than 3 items. If the cart items number drops down the set value, the widget won’t be shown.

However, if there are no conditions set in the Display widget if section, the widget will appear as soon as a user opens the page.

Adding a new trigger

To add a new start condition, click the + Add trigger link. Then choose the necessary one from the drop-down list.

Adding a new trigger

For most conditions, you’ll need to specify the value: for example, the delay in seconds or the scroll depth in percent. Once you’ve specified it, click Done to save the changes.

Setting the condition

Let’s take a closer look at the available condition options.

Exit intent

Exit intent widgets appear on the site when a visitor is trying to leave it. To figure out that someone’s about to leave the site, we use the technology which is based on tracking mouse movements. So our exit intent widgets are shown in situations where:

  • The visitor reaches (with their mouse) to close the tab
  • The visitor reaches to close the browser
  • The visitor reaches to open a new tab
  • The visitor reaches to type a new URL in the address bar

Basically, whenever the visitor's mouse reaches the top of the browser, the exit intent widget is triggered.

Scroll depth

If you choose to show the widget based on scroll depth, it will appear when a visitor scrolls down a certain percentage of the page. This means that it will only be shown to the visitors who have already scrolled deep enough and are obviously interested in the page content.

Inactivity

This option enables you to show widgets to idle visitors. These are people who have stayed on the page for a while without taking any action. With this trigger, you have an opportunity to show them a hint, suggest getting in touch with you in case they are stuck with something on your site, or deliver a special offer that can nudge them into purchasing.

Time on page

Timing is one of the most important aspects to consider when setting up popups. If you show it too early, it may interrupt visitors’ experience. And if the delay is too long, they may leave before even seeing the popup. Using this trigger, you can choose when to show the widget after the page loads — and eventually find the perfect timing.

Time on website

Just like the previous one, this option enables you to set the time of delay. However, it is based not on the time visitors spend on the page but on the time they spend on your site on the whole. You can use it to set a longer delay without worrying that a visitor will switch to the next page and miss your message.

Showing widgets programmatically

There is one more option to show your widget. You can display it when a site visitor performs a certain action on your website: clicks a button, link, image, or adds an item to the cart. To learn more about this option, take a look at this video (or guide). Please note that this is an advanced feature that requires some programming knowledge.

Showing a widget programmatically

It’s also possible to show this widget by click on another popup. In this video (or guide), you can learn more about how to use launchers.

Showing a widget upon click on a button or a background of another one

Combining several triggers

Start conditions can be combined only with the OR operator. This means that your widget will be shown when at least one of them is met. For example, if we use the rule below, visitors will see the widget after they scrolled 50% of the page or after 5 seconds, whichever happens first.

Two triggers connected with the OR operator

Hide widget

Sometimes it might be necessary not to show the widget for those visitors who don’t meet the set conditions anymore. Using this section will allow you to hide your widgets from showing under specific conditions.

By default, it’s set up automatically which means that the popup will disappear if the Display widget if conditions are not met anymore. Here’s how exactly it works.

Let’s say your widget should appear only if the Cart total price is less than 10, the start and hide triggers are set up automatically.

The example settings

In this case, the widget will appear automatically but when the visitor’s cart total price gets more than 10, it’ll be hidden for them. However, if the cart total price drops below 10 again, the widget will appear again as well.

Displaying time

It’s possible to hide your widget after being shown for a certain period of time. The example below shows how to hide it for a visitor after 15 seconds.

Hiding the widget after 15 seconds

Scroll depth

This filter allows you to hide your widget once a visitor reaches a certain scroll depth on the page.

The Scroll depth trigger

Combining several triggers

In this section, the options can be combined only with the OR operator. This means that your widget will be hidden if at least one of them is met.

For example, you can combine the Displaying time and Automatically triggers to hide the widget based on its showing time or when the other set conditions are not met anymore.

Two triggers combined with the OR operator

Stop conditions

You can control not only the start conditions for your widget but also the way it will stop showing to site visitors. These settings can be found in the Stop displaying widget section.

The Stop displaying widget section

By default, the widget is set up not to be shown for a day after a user closed it.

The default stop condition

If necessary, you can remove this condition or set up a different one. To change this, click the + Add condition link. Then choose the necessary condition from the drop-down list.

If there are no conditions set in this section, your widget will be shown to the visitors who match other targeting conditions each time they visit your site.

For most conditions, you’ll need to specify the value: for example, the number of times visitors should see the widget before it will stop being shown to them. Once you’ve specified it, click Done to save the changes.

Adding a new condition in the Stop displaying widget section

There are 5 conditions available in this section.

Upon action

This condition stops the widget showing for visitors after they clicked the action button that can contain several actions. These are Submit, Open URL, Show widget. You can hide it from them forever or for a specific period of time. The visitors who have not clicked the action button on your widget yet will keep seeing it on your site.

After closure

This condition is very similar to the previous one. The difference is that it hides the widget for a while (or forever) after the user closes it using the close button or the corresponding link. With this setting, even the visitors who don’t want to interact with the widget won’t keep seeing it over and over again.

After hiding

It might be also necessary not to show the widget again after it has been already hidden for a user. Here you can specify for how long the widget shouldn’t appear for your visitors since its last hide.

Upon view

Sometimes it is necessary to pause the widget for a while after a visitor sees it for the first time. You can specify for how long it should be paused or just hide it forever, which comes in handy for some specific notifications.

Upon X views

However, not all widgets should be hidden or paused after the very first view. If you want the visitors to see your widget several times before it stops, you can choose this condition. Specify the necessary number of times the widget should be shown to one visitor, and you’re good to go.

Combining several conditions

In this section, it’s possible to combine several stop conditions only using the OR operator.

This means that your widget will be paused or stopped when at least one of them is met. For example, if we use the rule below, the visitors won’t see the widget ever again if they took an action or will see it again in 7 days if they just closed it.

Two conditions combined with the OR operator

Schedule

You can schedule specific dates, days of the week, and time, on which a widget will start and stop to be displayed. This can be really useful for time-limited offers, notifications about special events, or weekend sales.

The Schedule section

To specify the day and time, click the + Add condition link in the Schedule section on the Targeting tab.

Adding a new condition in the Schedule section

You’ll see three scheduling options available at the moment. Click on the one you want to add, specify the details and click Done to save the changes.

Date

This option will help you to schedule specific dates on which a widget will start and stop to be displayed. It will show up on your site at the 00:00 start date and will be hidden at the 23:59 stop date.

The Date condition

Time

Here you can specify the time when your widget will start and stop working. Unless you add other targeting conditions, the widget will be shown at the specified time every day for as long as it is active.

The Time condition

Days of week

Here you can schedule widgets for specific days of the week. For example, you can choose to show one widget on Saturday and Sunday and another one on weekdays. You can easily create a separate widget for each day of the week if you need it.

The Days of week condition

Combining several conditions

You can add several scheduling conditions and combine them using the OR and AND operators to create unique scenarios.

If you connect two conditions using the OR operator, your widget will be shown when at least one of them is met. For example, if we use the rule below, the visitors will see the widget if they visit the site between 12:00 and 13:00 or between 18:00 and 19:00. They won’t see it at any other time. This scenario comes in handy if you have several maintenance periods scheduled on your site.

Two Schedule conditions connected with the OR operator

If you connect two conditions using the AND operator, your widget will show up when both the conditions are met. For example, if we use the rule below, the widget will only be visible on weekdays from 09:00 to 17:00 — in the working hours.

Two Schedule conditions connected with the AND operator

To create different combinations of several conditions, it’s possible to use segments. They can be combined with AND and OR operators, just like separate conditions.

To add the second segment to your targeting rule, click the + Add segment link.

Adding a new Schedule segment

Once it is added, choose the operator as shown below:

Connecting two Schedule segments

You can use segments to create complex targeting rules. For example, you can set up your widget to appear within a certain period of time on weekdays and within another period on weekends, as shown below.

Complex Schedule targeting with two segments

That’s it! Now you know how to show your widgets to specific groups of visitors and provide a more personalized online experience to them.

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