Display Rules

1 Understanding Sumo Display Rules

2 Setting up Display Rules

3 Adding To Rules

4 Display Rule Types & Descriptions

a URL Display Rules

b Page Type Rules

c Device Rules

d Referrer Rules

e Visitor Behavior Rules

f Other Rules (Javascript, Cookie, Meta Tags, and more)


Understanding Sumo Display Rules

By default your Sumo apps will display on all pages, but you can use Display Rules to determine where various Sumo Apps will display on your site. The behavior of a Sumo app is split between Show and Don't Show rules. These rules can be set independently of one another, or set in conjunction with another to create more advanced conditional rules.

Setting up Show rules will configure your Sumo apps to display only when the conditions set in your display rules are met.

sr.png

Setting up Don't Show rules will configure your Sumo apps to display on all pages except when the conditions set in your Don't Show rules have been met.

dsr.png

Setting up both Show and Don't Show rules configures your apps to display both when the conditions in your Show rules are met, and not display when the conditions in your Don't show rules are met.

Note: Don't Show rules will always take precedence if there is a conflict between Show and Don't Show rules.


Setting Up Display Rules

List Builder

1 To set up Display Rules in List Builder, open up a Form you want to set Display Rules for and click on the Visibility tab. (Make sure Manual mode is enabled in the Visibility tab.)

dr_2.png

2 Click Add New Rule to create a Display Rule (for this Form only). Display Rule "sets" can be saved and loaded from here as well, if you wanted to use the same set of Rules on different Forms.

dr_1.png

Other Sumo Apps

Aside from List Builder, all other Sumo apps' Display Rules can be configured as well.

1 For example, to find Display Rules in the Share app, open up the app and find the Display Rules tab at the top of the window.

2 Next, click Add New Rule to create a new Display Rule.

dr_4.png

Adding To Rules

It is important to note that Display Rules can be used in combination with another to create more advanced, conditional rules. When you have 2 separate Display Rules, they don't work together since they are working as Rule A OR Rule B. As an example, if you add 2  separate rules on your form that say:

"Show on URLs containing blog"

"Show on Desktop devices"

Those rules will work as either "show the form on URLs containing blog OR show on desktop devices". If you want those rules to BOTH apply to the form as 1 overall rule, you would want to create the first rule and then add the second rule to the first rule. In this case, the rules will work as "show on URLs containing blog IF the user is on a desktop device".

1 This can be done by clicking the "+" next to any rule.

dr_5.png

2 Next, select the rule you would like nested within the first.

dr_6.png

3 The result will look like the following, and the result will be a form that displays on the Homepage IF the visitor is viewing on a desktop device.

dr_7.png

Live Example of Nested Display Rules


Display Rule Types & Descriptions

URL Display Rules

1.png
 

Paths

Options Exactly Matching | Beginning With | Containing
Example url_paths.png
Explanation This rule will show your form for exact URL matches (https://mysite.com/page1), sites beginning with a URL (https://mysite.com/blog), or pages containing a word, phrase, or slug (/blog, /categories, /shirts). This rule will show the app/form only on pages beginning with /blog.

Use this rule to target specific pages of your site or sections & categories within your site.

e.g. https://yoursite.com/blog/sumo-rules
 

With A Query Parameter

Options Exists | Does Not Exist | Is Equal To | Does Not Equal | Contains | Does Not Contain
Example utm_parameter.png
Explanation The rule will show the app/form only when the visitor's URL has utm_campaign=facebook in it.

e.g. https://yoursite.com/?utm_campaign=facebook
 

With A Hash

Options Exactly Matching | Beginning With | Containing
Example hash.png
Explanation This rule will show the app/form only when the visitor's URL has #sumolife in it.

e.g. https://yoursite.com/#sumolife

Page Type Rules

2.png
 

Homepage

Example homepage.png
Explanation This rule will show the app/form only on your home page.

e.g. https://yoursite.com/
 

Article Pages

Example articles.png
Explanation This rule will show the app/form only on pages that Sumo detects an article on.

Note: if Sumo detects multiple articles on a page, it's considered an index of articles and will not show.

Device Rules

3.png
 

Desktop

Example desktop_devices.png
Explanation This rule will show whenever the browser width is greater than 480px.
 

Mobile

Example mobile_devices.png
Explanation This rule will show whenever the browser width is less than 480px.
 

With Sizes

Options Bigger Than | Smaller Than
Example sr_s.png
Explanation This rule will show whenever the browser width is less than or greater than the specified pixel amount.
 

OS

Options Android | iOS | Windows Phone/Mobile | Mac | Ubuntu | Windows
Example os_rule.png
Explanation This rule will show the app/form only on devices using the specified Operating System.
 

Browser

Options Chrome | Firefox | Internet Explorer | Opera | Safari
Example device_browser.png
Explanation This rule will show the app/form only on devices using the specified Browser.
 

IP Address

Example ip_address.png
Explanation This rule will show the app/form only when visitors with the specified IP address are viewing your site.

Referrer Rules

4.png
 

Referrer Domain Names

Options Exactly Matching | Begins With | Containing | Matching [SERVICE]
Example referrer_domain.png
Explanation This rule will show the app/form only when the visitor is coming from a Google.com referrer domain.
 

Referrer URLs

Options Exactly Matching | Begins With | Containing | Matching [SERVICE]
Example referrer_url.png
Explanation This rule will show the app/form only when the visitor is coming from a specific URL.

e.g. https://somesite.com/some-page/

Visitor Behavior Rules

5.png
 

Visitor's First Page View

Example visitors_first_pageview.png
Explanation This rule will show the app/form only when the visitor is on their session's first page view on your website.

Note: Sessions expire after a certain period of time.
 

Visitors Page Views

Options Fewer Than | Exactly | Greater Than
Example visitors_page_views.png
Explanation This rule will show the app/form only when the visitor has visited at least 3 pages on your site during a given session.
 

Location

Options Country | State | City
Example visitor_location.png
Explanation This rule will show the app/form only when the visitor's IP address is from the United States.
 

Date

Options Before / After | [DATE] | [TIME] | [TIMEZONE]
Example visitor_date.png
Explanation This rule will show the app/form only after 12:00 AM CST on November 9, 2017.

Other Rules

6.png
 

Cart Total

Options Less Than | Less Than Or Equal To | Greater Than | Greater Than Or Equal To
Example sr_ct.png
Explanation This rule will show the app/form only for visitors with the designated cart total (Shopify only)
 

Cart

Example sr_c.png
Explanation This rule will show the app/form only for visitors with carts that contain an item with designated product_id, sku, etc. (Shopify Only)
 

User Agents

Options Exactly Matching | Begins With | Containing
Example other_user_agent.png
Explanation This rule will show the app/form only for visitors with "Mozilla" in their browser's User Agent string.

For more information on user agents, read more here.
 

Meta Tag

Options [AttributeName] | Starts With / Equal To / Not Equal To / Contains / Does Not Contain | [AttributeValue]
Example other_meta_tag.png
Explanation This rule will show the app/form only on pages where the following meta tag is present:
Note: If you are targeting a specific meta tag, you will need to nest two Meta Tag rules.
 

Cookie Named

Options [CookieName] | Exists / Doesn't Exist / Equal To / Not Equal To / Contains / Doesn't Contain | [CookieValue]
Example other_cookie.png
Explanation This rule will show the app/form only on pages where the visitor has a cookie set in their browser named loggedIn with a value of true.

Note: Sumo can only see non-httpOnly cookies.
 

Javascript

Options [Variable/Function] | Exists / Doesn't Exist / Equal To / Not Equal To / Less Than / Greater Than / Custom
Example other_javascript.png
Explanation This rule will show the app/form only on pages where the visitor has a JavaScript variable set in their browser named isUser with a value of true (in order for Sumo to detect variables, attach the variable to the window object (i.e. window.variableName)).

Note: If you use the "Custom" option, the form will display if specified function returns a true boolean value (the function must be an immediately invoked function expression (IIFE)).

Targeting Options Available

Examples and Success Suggestions

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