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Personalization Rules

You can use personalization rules to automatically display popups based on behavior, time, device, location, or campaign.

Updated over 2 weeks ago

Use personalization to create targeted experiences that convert - based on time of day, location, device, referral source, visit count, and more. With personalization, you can display popups, new rows, effects, or notifications that are specific to a visitor’s context.

Use Personalization to create 1-to-1 conversion driving experiences for site visitors based on time of day, device type, geolocation and more.

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Personalization Notes Before You Start

  • You must republish your site for any personalization rule changes to take effect.

  • Personalizations will not display on the public preview link. To test, use:

    • The “Choose Insite” option in the top bar

    • A new browser or private browsing session

    • A cleared browser cache

  • Rules only trigger once every 30 minutes per user session.

  • Popups show only once per session.

  • Personalization is not supported on multi-language or dynamic pages.

How Personalization Works

  • A trigger defines who sees the personalized experience.

    • Example: Mobile users, visitors from Instagram, or people in California.

  • An action defines what they see.

    • Example: A popup offer, notification bar, or festive animation.

Rules are activated once the trigger condition is met and remain in effect for that session. You can combine multiple triggers for more targeted experiences.


Create Personalization Rule

Option 1: Personalize an Existing Popup

To show a popup based on visitor behavior:

  • In the side panel, click Personalize. Click + Add Rule.

  • Select from the pre-built rules or build your own.

  • Choose one or more triggers (e.g. “Location = Paso Robles”).

  • Click Next, then select Popup as the action.

  • Select triggers, actions, and further customize as necessary.

  • Click Save Rule, then Republish your site.

Example: Show “Get 10% Off” popup for visitors coming from Instagram or a paid ad campaign. See step-by-step screenshots here.

Option 2: Build Your Own Personalization Rule

To fully customize your personalization rule:

  • In the side panel, click Personalization > Build Your Own.

  • Select one or more triggers (see list below).

  • Customize each trigger as needed (e.g. specific time range, campaign URL, etc.)

  • Click Next, then select one action type.

  • Configure the action (e.g. choose the popup, write the bar text, design the new row).

  • Click Next, preview on all devices, name your rule, and click Save Rule.

  • Don’t forget to republish to activate it.


Personalization Triggers

Triggers allow you to define a set of conditions that, when met, automatically execute a specific action on your site. Combine a variety of triggers like time, device-type, or location to create a very customized experience for your site's visitors.

You can select one or more of the following triggers:

  • Device: Which device a user is visiting from (desktop, tablet, or mobile)

  • Location: What location a user is visiting from

  • Time: What time/date the user is visiting on

  • Visits: The number of times the user has visited

  • Campaign URL: Whether the user gets to the site from a URL with specific parameters in the query string

  • No trigger: This rule will always be active

Personalization Rules Glossary + Use Cases

Rule Type

Description

Example Use Case (Saddlerock)

Page URL

Trigger based on page visited

On /calendar, show: “Book your weekend tasting now”

Device Type

Show on mobile, tablet, or desktop

“Tap to call for today’s reservations” on mobile only

Time & Day

Based on current time or weekday

Show “Weekend Brunch Menu” only on Fridays–Sundays before 2 PM

Location

Based on visitor’s geographic location

Promote “Local Events” to visitors in your area only to promote foot traffic, ticket sales, etc.

Referral Source

Target based on where a visitor came from (e.g. Instagram)

“Welcome Instagram visitors — enjoy 10% off today”

Visit Count

First-time or returning visitors

First visit: “Join our newsletter for early access”

UTM Campaign URL

Use campaign tracking parameters

Show custom pop-up for visitors from email or ad campaign: ?utm_campaign=wineclubpush


Available Personalization Actions

Actions determine what is shown once the trigger is met.

  • Popup: Displays a modal popup (great for offers, email capture, event promos)

  • New Row: Adds a section to your page that only displays for certain users (please note that adding a new row is not supported in Editor 2.0).

  • Notification Bar: Displays a bar at the bottom of the site (great for promos or updates)

  • JavaScript: Run custom scripts for advanced behavior (developer use only)

  • Special Effects: Fun visuals like snowflakes, hearts, sparkles, fireworks.


Rule Editing Mode (for New Row)

When using New Row as the action, the builder will switch to Rule Editing Mode so you can edit that content specifically. You can:

  • Move the row position

  • Hide other rows

  • Preview across device types

Special Effects: Setup Instructions

To add animation to your site (e.g. snowflakes for holidays):

  1. Choose a Special Effect in the rule action setup.

  2. Click the magnifying glass icon for a preview.

  3. Select whether it appears on the homepage only or all pages.

  4. Set how long the animation runs (seconds or “forever”).

Rule Priority

Only one action of each type can be active on a page at once.

  • If two popup rules apply to the same page, only the highest-listed rule will show.

  • If two different action types apply (e.g. popup + notification bar), both will show.

  • If two same-action rules apply on different pages, both work independently.


Edit, Activate, or Delete a Rule

To edit, activate/deactivate, or delete:

  1. Go to the Personalization tab

  2. Click the gear icon next to your rule

  3. Choose:

    • Edit – modify the trigger or action

    • Activate / Deactivate – turn on or pause the rule

    • Delete – remove the rule permanently


Example Personalization Use Cases

Goal

Popup/Personalization Example

Trigger Logic

Grow Email List

“Subscribe for VIP Access”

First-time visitors

Promote Product

“Limited Release Now Available”

Show on product or /shop page

Event Awareness

“Holiday Market Tickets On Sale”

Show on homepage 2 weeks before event

Instagram Campaign

“Welcome from Instagram – Use IG10”

Referral Source = Instagram

Flash Sale

“Today Only: Free Shipping”

Time-based (e.g. Monday 9AM–9PM only)


Best Practices

✅ Tips to get the most from personalization:

  • One clear goal per popup or bar (don’t overwhelm users).

  • Use urgency (“Ends tonight”, “Limited release”).

  • Don’t overuse – avoid fatiguing visitors with constant popups.

  • Always preview on mobile.

  • Use campaign URLs (UTMs) to personalize ad traffic experience.


Personalization Resources

[Popups + Personalization] Step-by-step screenshots below:

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