Understand targeting rules in CTAs, pop-up forms, and chatflows

With targeting rules, you can control the CTA, pop-up form, or chatflow that your visitors see when they visit your site.

You can set rules based on 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.

Please note: on 17th July, the pop-up forms tool was sunset. All Starter, Professional, and Enterprise users can no longer create or clone pop-up forms. Users can still 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.

To access the targeting settings for your sticky banner, pop-up box, or slide-in CTAs:

• In your HubSpot account, navigate to Marketing > Lead Capture > CTAs.
• In the top left, click the dropdown menu and select CTAs.
• Hover over the CTA and click Edit.
• At the top, click the Target tab.

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

• In your HubSpot account, navigate to Marketing > Forms.
• Hover over the form and click Edit.
• At the top, click the Targeting tab.
• Continue setting up your targeting rules. 

To access the targeting settings for your chatflows:

• In your HubSpot account, navigate to Automations > Chatflows.
• Hover over the chatflow and click Edit.
• At the top, click the Target tab.
• Continue setting up your targeting rules. 

Website URLs

You can specify the pages a CTA, 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 your asset should appear. You can use the following targeting rules:

Visitor information and behavior

Add another level of specificity to your targeting rules based on known information about the contact or visitor.

Accounts with Professional and Enterprise subscriptions can create additional filtering rules based on browser language, device type, country, and other types of visitor information.
 

Contacts

• Segmented lists: if the visitor is a tracked contact in your database with specific list 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:

• 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.
  • When using the filter less than, a first time visitor's days since [action] will be 0. This applies to any new visitors and returning visitors without an existing cookie.
  • 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. 

• Form viewed: if the visitor has viewed a specific form on a page before visiting a page with a CTA or chatflow.
  • This targeting rule will not apply to visitors who view the form on the same page as the CTA or chatflow.
  • When the form appears on the same page as the CTA or chatflow, the CTA or 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 CTAs, chatflows, and pop-up forms

You can have multiple different targeting rules set up for your CTA, chatflow, or pop-up form. Do note the following behaviors when setting up your rules:

• Within an individual filter group, such asWebsite URL orVisitor information and behavior, OR logic applies. This means that the contact must meet either rule within the group in order for the CTA, chatflow or pop-up form to appear.
• Between filter groups, such asbetween your Website URL and Visitor information and behavior , AND logic applies. The contact must meet at least one rule in both groups in order for the CTA, chatflow or pop-up form to appear.

For example, if you have set up the following targeting rules for your CTA, the visitor must meet at least one Website URL rule and the Visitor information and behavior rule.

• Rule: Website URL | is | www.hubspot.com/pricing
• Rule: Website URL | is | www.hubspot.com/startups
• Rule: Segmented List | is | Joy's Contacts
   

• The visitor is on www.hubspot.com/pricing and is a member of the list, Joy's Contacts. 
• The visitor is on www.hubspot.com/startups and is a member of the list, Joy's Contacts. 

• The visitor is on www.hubspot.com/pricing but is not a member of the list, Joy's Contacts. 
• The visitor is on www.hubspot.com and is a member of the list, Joy's Contacts.