"Display When" Targeting in PlaybooksLast Updated: October 15, 2018
When creating a playbook, you have the ability to set display when criteria. This will allow you to customize your Playbook to show at the right time, to the right people, on the right page.
Here are the types of targeting you can choose:
- URL – When the visitor is on the URL selected in this targeting step, display the campaign. There are a few ways to target by URL, some of which are “includes” or “is”
- URL Path – This is the /path that displays after the core URL (app.drift.com/settings)
- URL Host – This is the subdomain or core domain of the URL (app.drift.com/settings)
- URL Query Param – This is the query parameter that's at the end of a URL (app.drift.com/settings&version=beta)
- URL (Regex) – Regular Expression of a URL, a sequence of characters that define a search pattern
- Referrer – This is the URL that refers the website to the page they're on now (google.com)
- Number of Site Visits – The number of times a user has visited your site (sessions, not page views).
- Number of days since last visit – When the visitor last visited any page a specific number of days ago, display the campaign.
- Device – If the visitor’s browser matches the criteria set, they’ll see the campaign. The options here are mobile, desktop, or tablet
- Time on page (in seconds) – After somebody has been on the page for a certain number of seconds, you can have a message display. This will delay the message from popping up for the allotted time.
- Time on site (in seconds) – Similar to "Time on page" but measured from the start of the visitor's session and independent of the amount of time that is spent on any given page.
- Scroll percentage – After a visitor scrolls X percent of a page, you can have your message display.
- On Exit Intent – This triggers when a user's cursor leaves the window on the top half of the screen, usually indicating they intend to change browser tabs or close this tab/window.
- Cookies – Hide or display your widget or Playbook to users who have a specific cookie attached to them!
- US State (location) – Choose to target or exclude specific states in the United States
- Country (location) – Choose to target or exclude specific countries for a campaign or chat
- IP Address - Target visitors based off of their IP address
- This will allow you to have the campaign follow your online and offline rules
Came From Email Playbook:
- Use this to fire a playbook for users who clicked over to your site from a call to action (CTA) in an email playbook.
Came From Outbound Email Playbook:
- Use this to fire a playbook for users who clicked over to your site from an email sent by your sales team through Sequences or the Chrome extension..
- Employees - Number of employees in a company
- Revenue - Annual revenue for a company (public companies only)
- Alexa Global Ranking - Global rank of company site traffic as calculated by Alexa (1 being the most trafficked site)
- Alexa US Ranking - US rank of company site traffic
- Raised - Total amount of funding raised by company
- Tags - List of company vertical descriptors
- Tech - List of technologies used by the company
- Domain - Company domain associated with person's employer
- Name - Name of company
If you're using Drift Intel, you also have these Display When options based on your Clearbit Data.
Learn more about Drift Intel here!
Here are some examples!
Setting up URL Routing to Two Links on Our Site:
Adding Multiple Conditions:
If you run into any trouble or have any questions, let us know. We’re here to help!