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Display Rules

Understanding Sumo Display Rules

Display Rules are rules that 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.

It's important to note that Don't Show rules will always win if there is a conflict. Display Rule options are the same for Show and Don't Show rules. However, they will have the opposite effect.


Setting up Display Rules

List Builder

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.

Next, make sure Manual mode is enabled in the Visibility tab. On the right side you should see a section for Display Rules:

display_rules.png

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.

Other Sumo Apps

Aside from List Builder, all other Sumo apps can have Display Rules set in the same place. Let's use Share as an example.

share_display_rules.png

Open up the app and find the Display Rules tab at the top of the window. Now you can create a Show/Don't Show Rule or Save/Load a Display Rule set.


Adding To Rules

It is important to note that Display Rules can be used in combination with another to create more advanced, conditional rules. This can be done by clicking the "+" next to any rule.

display_rules1.png display_rules2.png display_rules3.png

Basic URL-based Rules

 

URLs → Paths

Options Exactly Matching | Beginning With | Containing
Example url_paths.png
Explanation This rule will show the app/form only on pages beginning with /blog.

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

URLs → 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
 

URLs → 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

Basic Page-based Rules

 

Pages → Homepage

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

e.g. https://yoursite.com/
 

Pages → Articles

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.

Basic Device-based Rules

 

Devices → Desktop

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

Devices → Mobile

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

Pro Device-based Rules

Pro Visitor Targeting is available with the following plans:
pro_targeting_pricing.png

 

Devices → 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.
 

Devices → 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.

Pro Referrer-based Rules

 

Referrer → 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 → 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/

Pro Visitor-based Rules

 

Visitors → 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 → 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.
 

Visitors → 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.
 

Visitors → 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 Pro Rules

 

Other → User Agent

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.
 

Other → Meta Tag Attribute Named

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:
<meta name="topic" content="puppies">
Note: If you are targeting a specific meta tag, you will need to nest two Meta Tag rules.
 

Other → 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.
 

Other → 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.

Note: If you use the "Custom" option, it will run a function and display if the function returns as true.

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