Use targeting rules in pop-up forms and chatflows

With targeting rules, you can control the pop-up form or chatflow that your visitors see when they visit your site, based on the website URL, query parameters, and the visitor’s information and behavior. Combine the different targeting options to tailor the chatflow or pop-up form to the specific visitor.

To access the targeting settings for your pop-up form:

Please note: the pop-up forms tool is being sunset and will be phased out. Starting 17th July, all Starter, Professional, and Enterprise users will no longer be able to create or clone pop-up forms. Users will still be able to edit, delete, and unpublish existing pop-up forms. It is recommended to use the new CTAs tool to create sticky banner, pop-up box, or slide-in CTAs instead.

• In your HubSpot account, navigate to Marketing > Lead Capture > Forms.
• Hover over the form and click Edit.
• In the form editor, click the Targeting tab.
• Edit your targeting rules based on the website URL or the visitor's information and behavior. Learn more about the available targeting rules in the the list below.

To access the targeting settings for your chatflows:

• In your HubSpot account, navigate to Conversations > Chatflows.
• Hover over the chatflow and click Edit.
• At the top of the chatflow editor, click the Target tab.
• Edit your targeting rules based on the website URL or the visitor's information and behavior. Learn more about the available targeting rules in the the list below.

Website URLs

You can specify the pages a chatflow or pop-up form should appear on based on the website URL or the query parameters included in the URL.

When targeting visitors based on website URL, you can select a combination of rules to control when the pop-up form or chatflow should appear. The available targeting rules are defined below:

• is all pages: the pop-up form or chatflow will display on all pages.
• is: the pop-up form or chatflow will display on pages where the URL is exactly as specified in the targeting rule. For example, if the Website URL | is www.hubspot.com, the pop-up form or chatflow will NOT display on "www.hubspot.com/pricing.
  
  • If query parameters are specified in the rule, the query parameters will not be stripped and the full URL must be an exact match.
  • If query parameters are not specified in the rule, query parameters are stripped off before matching.
• contains: the pop-up form or chatflow will display on any page where the URL contains the value specified in the targeting rule, including any query parameters. For example, if the targeting rule is Website URL | contains | www.hubspot.com, the pop-up form or chatflow will display on www.hubspot.com, www.hubspot.com/fr, www.hubspot.com/pricing, etc.
• begins with: the pop-up form or chatflow will display on pages where the URL begins with the value specified. For example, if the targeting rule is Website URL | begins with | www.hubspot.com, the pop-up form or chatflow will display on www.hubspot.com, www.hubspot.com/pricing, etc. but not on help.hubspot.com.
• matches wildcard: the pop-up form or chatflow will display on any page where the URL has the same structure as the value specified, where * is treated as a wildcard. For example, if the targeting rule is Website URL | matches wildcard | www.hubspot.com/*/pricing, the pop-up form or chatflow will display on www.hubspot.com/marketing/pricing, www.hubspot.com/sales/pricing, and www.hubspot.com/service/pricing.
• Query parameter: target your pop-up form or chatflow based on the query parameters included in the URL, the pop-up form or chatflow will display on pages where the URL has a query parameter that exactly matches the name and the value specified.
  • is: the pop-up form or chatflow will display on pages where the query parameter is exactly as specified in the targeting rule.
  • begins with: the pop-up form or chatflow will display on pages where the query parameter begins with the value specified.
  • contains: the pop-up form or chatflow will display on any page where the query parameter contains the value specified in the targeting rule.

Visitor information and behavior

Add another level of specificity to your targeting rules based on known information about the contact or visitor. Professional and Enterprise subscriptions can create additional filtering rules based on browser language, device type, country, and other types of visitor information.

You can hide or show your pop-up form or chatflow to specific visitors based on the following information:

Contacts

• Segmented lists: if the visitor is a tracked contact in your database with specific lists memberships.
• Visitor: if the visitor is a tracked contact in your database or an unknown visitor.
• Logged-in visitor (Chatflows only): if the visitor has been identified using the Visitor Identification API, or has logged in to access restricted content on your HubSpot website, blog, or knowledge base.

All visitors (Professional and Enterprise only)

The following rules will be applied based on the detected browser settings of a visitor:

• Device type: the type of device that the visitor is using when they visit your site.
• Browser language: the language the visitor has selected in their browser settings.
• Country: the country where the visitor is from, based on their current IP address.

The rules below will be applied based on whether HubSpot can detect a known cookie associated with a visitor, such as when they previously submitted a form on your website:

Please note: when using the filter less than, a first time visitor's days since [action] will be 0. For example, if you set a filter for Last page visit was less than 7 days ago, new visitors will also be included, since 0 is less than 7. This applies to new visitors and returning visitors that a cookie was not collected for previously.

• CTA clicked is: if the visitor clicked a specific CTA.
• Days since last visit: the number of days since the visitor last visited your website.

• Form viewed: if the visitor has viewed a specific form on a page before visiting the page with the chatflow. Keep in mind that this targeting rule will not apply to visitors who view the form on the same page as the chatflow. When the form appears on the same page as the chatflow, the chatflow will load before HubSpot registers the form view event so the targeting rule will not apply to the visitor.
• Session count: the number of analytics sessions the visitor has had on your website.
• Page visited: if the visitor previously visited a specific page URL.
• Referral URL: if the visitor was linked to your website from a specific page URL.
• SEO topic (Pop-up forms only): if the visitor is currently viewing a page or blog post that's linked to a specific topic in the SEO tool. This rule is only available for accounts with Marketing Hub Professional or Enterprise subscriptions. 
• SEO topic history (Pop-up forms only): if the visitor previously viewed a page linked to a specific topic in the SEO tool. This rule is only available for accounts with Marketing Hub Professional or Enterprise subscriptions.

And/or logic in chatflows and pop-up forms

You can have multiple different targeting rules set up for your chatflow or pop-up form. You can target multiple different website page URLs, hide the chatflow from specific URLs, and create multiple different filtering groups based on the visitor's information and behavior.

Within an individual filter group, OR logic applies. This means that the contact must meet either rule within the group in order for the chatflow or pop-up form to appear.

Between filter groups, like between your website URL rules and visitor information and behavior rules, AND logic applies.

For example, you have the following targeting rules set up for your chatflow:

In the example above, a visitor must be on either www.hubspot.com/pricing OR www.hubspot.com/startups AND be a member of the specified segmented list in order for the chatflow to appear.