Why Aren't My Display Rules Working Properly?
When your form is not displaying how you want it to, it can be super frustrating.
Luckily, we've put together this article, so you can verify that everything has been setup correctly.
If you're seeing some unexpected behavior in your Sumo apps, we suggest checking the sections below:
Not viewing your site in an incognito window
This is perhaps the most common reason for unexpected Display Rule behavior.
Because Sumo is configured to display or not display based off of cookies in your browser, we highly recommend viewing your site in a Google Chrome Incognito window to ensure there are no unwanted cookies. This will ensure a "clean slate" each time you test your site.
To test your popups in Chrome's Incognito Mode:
1 Open up Google Chrome
2 Click File > New Incognito Window
Note: You can also view your site in an Incognito Window with the keyboard shortcut Ctrl+Shift+N on Windows or Command+Shift+N on Mac.
More than one form set to display on the same page
If you create more than one form on your site, you will need to make sure you update your forms' Display Rules accordingly, so that more than one form isn't eligible to display on the same page.
In the event that more than one form with the same form type is set to display on the same page, Sumo will randomly choose which form will display.
In order to setup a Don't Show rule so that this doesn't happen, follow the steps below:
1 Click on the Forms text in the Sumo navigation menu.
2 Click Edit next to the form you wish to edit.
3 Navigate to the Visibility tab, and click View What's Going On if your form is in "Smart Mode." (If your form isn't in Smart Mode, skip to the next step)
4 Click Add New Rule.
5 Click Not Show, then Pages, then Homepage in order to setup a Don't Show rule for the homepage of your site.
That's it! Now your form won't display on the homepage.
Conflicting rules
When multiple display rules are setup on a form, its important to note that Don't Show rules will always take precedence over Show rules if there is ever a conflict.
Take note of this because Don't Show rules can prevent your form from displaying where you had it configured to display in a Show rule.
For example, if you have the following rules:
In the rules above, your visitors will never see your form on mobile devices. Since the Don't Show rule, "Don't show on mobile devices" takes precedence over the Show rule, the form will not display on the homepage on mobile devices.
Note: 1) By default, forms will display on all pages. 2) When you setup a Show Rule, your form will only display when conditions set in that Show Rule are met. 3) When you setup a Don't Show rule, Sumo will display on all pages except the ones configured in the Don't Show Rule. 4) Don't Show rules always take precedence over Show Rules.
Yield tech not disabled
Our Yield Tech functionality was created to prevent your visitors from being bombarded with forms on your site. This is enabled by default, and can be found in the Visibility tab of your forms after clicking on Advanced Settings
Yield Tech is a setting in Scroll Box and List Builder form types that essentially dictates that only a single form type between Welcome Mat, List Builder and Scroll Box can display on a single page load.
If you wish for more than one form between the form types to display on a single page load, you will need to disable this functionality in your forms.
In order to disable Yield Tech, follow the steps below:
1 Click on the Forms text in the Sumo navigation menu.
2 Click Edit next to the form you wish to edit.
3 Navigate to the Visibility tab, and click View What's Going On if your form is in "Smart Mode."
4 Click Show Advanced Settings.
5 A blue check inside of the toggle indicates that Yield Tech is enabled. If you wish to disable it, simply click it.
Not using nested rules
Are you seeing your form displaying on unintended pages? One of the most common reasons for seeing this is behavior is not nesting Display Rules when it is appropriate.
Nesting Display Rules allows you to set multiple conditions that must be true in order for your form to display.
For example, if you would like your form to display on a page '/about' when the cart value is greater than $25 dollars, it's tempting to setup the rules below:
However, this is not correct. This will actually tell Sumo to display on the /about page OR display when the cart value is greater than $25 dollars. In other words, if either condition is met separately, the form will display.
Instead you should use the rules below:
This makes it so that BOTH conditions must be met in order for the form to display.
Desktop/Mobile Display rules setup incorrectly
This is an extension of the section above, but it's so common we think it deserves its own section.
When using either the "Show on Mobile Devices" rule or the "Show on Desktop Devices" rule, it is really important to note that unless these rules are nested, your forms will show up on EVERY page of your site as long as the user is viewing your site on Desktop or Mobile.
"Huh?" Yeah, this can be a bit confusing. Let's take a closer look.
Let's say you have the following two rules:
Your form will display if your visitors are viewing your Homepage OR if they are viewng on Desktop devices.
If you want your visitor to only see your form on the Homepage if they are viewing on a desktop device, you should nest your rules, so they look like the following rules instead:
Still Having trouble? Feel free to write in. We would be happy to help!.