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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

Display Rules & Descriptions

Display Rule Type

Description

URLs > Paths

Choosing this rule type will allow you to control the exact URL your rule will apply. You may choose to apply this rule with additional conditions:

  • Exactly Matching
  • Beginning With
  • Containing

Examples:

Rule: Show > URLs > Paths > Exactly Matching > Sumo

Allows the user to choose the URL paths that only contain "Sumo"

Rule: Show > URLs > Paths > Beginning With > Sumo

URLs must begin with "Sumo" to apply:

  • https://Sumo.com/sites
  • https://Sumo.com/stories

URLs with "Sumo" not at the beginning will not apply:

  • https://help.Sumo.com/

Rule: Show > URLs > Paths > Containing > Sumo

URLs that have "Sumo" anywhere within it would apply:

  • https://Sumo.com/
  • https://mywebsite.com/Sumo
  • https://Sumo.mywebsite.com/

URLs > With A Query Parameter

Allows the user to choose whether or not to show the app on URLs With A Query Parameter based on the following: 

  • (Query Parameter Name) Exists
  • (Query Parameter Name) Does Not Exist
  • (Query Parameter Name) Is Equal To (Query Parameter Value)
  • (Query Parameter Name) Does Not Equal (Query Parameter Value)
  • (Query Parameter Name) Contains (Query Parameter Value)
  • (Query Parameter Name) Does Not Contain (Query Parameter Value)

URLs > With A Hash

Allows the user to choose whether or not to show the app on URLs that match the following conditions of a hash named by the user:

  • Exactly Matching (#hash_name)
  • Beginning With (#hash_name)
  • Containing (#hash_name)

Pages > Homepage

Allows the user to choose whether or not to show a Sumo app on their site's homepage.

Pages > Article Pages

Allows the user to choose whether or not to show a Sumo app on pages containing an Article.

Devices > Desktop

Allows the user to choose whether or not to show a Sumo app to visitors viewing the user's site on browser widths greater than 480px

(Note: this Display Rule only checks for the width of the actual browser window and not for device type). 

Devices > Mobile

Allows the user to choose whether or not to show a Sumo app to visitors viewing the user's site on devices with widths less than 480px

(Note: this Display Rule only checks for the width of the actual browser window and not for device type).

Devices > With Sizes

Allows the user to choose whether or not to show a Sumo app to visitors viewing the user's site on devices with screen sizes smaller than or bigger than a chosen number of pixels wide.

Devices > OS (Pro)

Allows the user to choose whether or not to show a Sumo app to visitors viewing the user's site based on the operating system used by visitors. The options for operating systems are:

  • Android
  • iOS
  • Windows Phone/Mobile
  • Mac
  • Ubuntu
  • Windows PC

(Note: This feature is only available with Sumo Pro subscriptions)

Devices > Browser (Pro)

Allows the user to choose whether or not to show a Sumo app to visitors viewing the user's site on devices based on the browser used by visitors. The options for browsers are: 

  • Chrome
  • Firefox
  • Internet Explorer
  • Opera
  • Safari

(Note: This feature is only available with Sumo Pro subscriptions)

Referrer > Referrer Domain Names (Pro)

Allows the user to choose whether or not to show a Sumo app to visitors viewing their site on certain Referrer Domain Names. Choose between the following matching options for Referrer Domain Names:

  • Exactly Matching (domain)
  • Begins With (domain)
  • Containing (domain)
  • Google
  • Bing
  • Yahoo
  • Facebook
  • Twitter
  • Reddit
  • Pinterest
  • LinkedIn

(Note: This feature is only available with Sumo Pro subscriptions)

Referrer > Referral URLs (Pro)

Allows the user to choose whether or not to show a Sumo app to visitors viewing their site on certain Referrer URLs. Choose between the following matching options for Referral URLs:

  • Exactly Matching (domain)
  • Begins With (domain)
  • Containing (domain)
  • Google
  • Bing
  • Yahoo
  • Facebook
  • Twitter
  • Reddit
  • Pinterest
  • LinkedIn

(Note: This feature is only available with Sumo Pro subscriptions)

Visitors > Visitor's First Page View (Pro)

Allows the user to choose whether or not to show a Sumo app to visitors that are viewing a page for the first time.

(Note: This feature is only available with Sumo Pro subscriptions)

Visitors > Visitors Page Views (Pro)

Allows the user to choose whether or not to show a Sumo app when a visitor's page views are:

  • Exactly (number of page views)
  • Fewer Than (number of page views)
  • Greater Than (number of page views)

(Note: This feature is only available with Sumo Pro subscriptions)

Visitors >Location (Pro)

Allows the user to choose whether or not to show a Sumo app to visitors located based on the following options:

  • Country
  • State
  • City

(Note: This feature is only available with Sumo Pro subscriptions)

Other > User Agents (Pro)

Allows the user to choose whether or not to show a Sumo app to visitors viewing their site on user agents matching the users input, for example, Mozilla/5.0 (Macintosh; Intel Mac OSX 10_10_4) AppleWebkit537.36. The matching options are:

  • Exactly Matching
  • Begins With
  • Containing

(Note: This feature is only available with Sumo Pro subscriptions)

Other > Meta Tag Attribute Named (Pro)

Allows the user to choose whether or not to show a Sumo app to visitors on pages with a specific meta tag attribute/value set using the following options:

  • (Attribute Name) Starts With... (Attribute Value)
  • (Attribute Name) Is Equal To... (Attribute Value)
  • (Attribute Name) Is Not Equal To... (Attribute Value)
  • (Attribute Name) Contains... (Attribute Value)
  • (Attribute Name) Does Not Contain... (Attribute Value)

(Note: This feature is only available with Sumo Pro subscriptions)

Other > Cookie Named (Pro)

Allows the user to choose whether or not to show a Sumo app to visitors on pages with a specific cookie name using the following options:

  • (cookie name) Exists
  • (cookie name) Does Not Exist
  • (cookie name) Contains (cookie value)
  • (cookie name) Does Not Contain (cookie value)

(Note: This feature is only available with Sumo Pro subscriptions)

Other > Javascript (Pro)

Allow the user to choose whether or not to show a Sumo app on pages based on a specific Javascript variable name using the following matching options:

  • (variable name) Exists
  • (variable name) Does Not Exist
  • (variable name) Is Equal To... (variable value)
  • (variable name) Does Not Equal... (variable value)
  • (variable name) Is Less Than... (variable value)
  • (variable name) Is Greater Than... (variable value)
  • (variable name) Custom...

(Note: This feature is only available with Sumo Pro subscriptions) 

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