Target forms by page, device, country, language, and segment

Segmentation and Targeted Display Rules in LeadsWithDemos refer to the combination of advanced audience segmentation and precise display targeting for your popups, embedded forms, and email capture campaigns:

Segmentation allows you to organize your subscribers into segments or audience lists based on various filter criteria such as location, device, behavioral data, signup source, and custom fields. You can use default filters (like first name, email, campaign associations, visitor analytics, and more) as well as create your own custom fields for even more refined grouping. These segments let you send highly targeted emails and show specific content to only the most relevant subscribers or site visitors.

Targeted Display Rules let you set exactly when, where, and to whom your popups, embedded forms, or slide-ins will appear. For example, you can show a popup:

• Only on certain URLs (using rules like “Is,” “Contains,” “Begins with,” “Ends with,” or wildcard patterns)
• To returning visitors or subscribers matching specific filters
• Only on certain devices (desktop, tablet, or mobile)
• Based on triggers such as scroll, exit intent, or inactivity.

You can combine these rules with AND/OR logic for advanced targeting, filtering for highly specific audiences and conditions.

Yes, in LeadsWithDemos you can target forms (including embedded forms, popups, slide-ins, and sticky banners) to specific pages or URL patterns. When setting up display rules for your form, you have flexible targeting options:

• Is: Show the form only on pages with URLs exactly matching your specified value.
• Contains: Show the form on any page whose URL contains a specific string.
• Begins with: Target all pages where the URL starts with your chosen text.
• Ends with: Display the form on pages where the URL ends with your specified value.
• Matches wildcard: Use * as a wildcard to match pattern-based URLs for advanced targeting.

You can also set rules for where not to display the form, using the same options. The display conditions can be combined with logical operators, and you can tailor visibility for each form or popup independently.

These rules let you fine-tune where your email capture or call-to-action forms appear for maximum relevance and engagement.

Yes, you can show forms only to non-subscribers or to specific segments in LeadsWithDemos.

When configuring the display settings for your popup or embedded form, use the “Who to Display It To?” section. Here, you have two key options:

• Show to all visitors.
• Show only to specific visitors (Filtered Visitors). With this option, you can add filter groups to target exactly who sees your form.

For targeting:

• Non-subscribers: Use the “Visitor” filter to exclude tracked leads (subscribers). Only unidentified visitors (non-subscribers) will see the form.
• Specific segments: You can filter by “Audience Lists” (targeting only members of a specific segment or excluding them), or use any lead data collected (such as tags, custom fields, device type, country, language, visit history, form submissions, and more).

You can set these filters using AND/OR logic for advanced combinations, ensuring your forms appear exactly to the audience segment (or exclude specific subscribers) as you need.

Yes, you can absolutely combine targeting with triggers in LeadsWithDemos!

When creating popups, slide-ins, sticky banners, or embedded forms, you can:

• Set precise audience targeting (e.g., by device, country, language, subscriber segment, visit history, etc.)
• Define exactly where they should display (via URL rules or landing pages)
• Combine these with triggers such as:
  • On button click (unique to popup boxes)
  • On scroll (at a chosen scroll percentage)
  • On exit intent (when it looks like a user is about to leave the page)
  • After a timed delay (user has been on the page for a set number of seconds)
  • After a period of inactivity

These options can all be applied together. For example, you could show a popup:

• Only on certain pages,
• Only to users from France visiting on mobile,
• Only if they have not yet subscribed,
• And only after they scroll 50% down the page or try to exit.

This full flexibility allows you to target both WHO will see your campaign elements and WHEN they will see them, maximizing relevance and engagement.

Yes, you can target your popups and forms by both referrer URL and UTM parameters in LeadsWithDemos.

Referrer Targeting:
You can set conditions so your popup or form appears to visitors coming from specific referral sources. This includes:

• Is: Exact match to a referral URL
• Contains: If the referral URL contains a keyword or string
• Begins With: If the referral starts with a phrase
• Ends With: If the referral ends with a phrase
• Matches Wildcard: Pattern-matching with wildcards

This lets you show targeted email capture campaigns only to visitors arriving from certain websites or marketing channels.

UTM Parameter Targeting: You can target users by UTM parameters found in their URL, such as utm_source, utm_medium, and utm_campaign. This means your popup/form can be set to display specifically to users who click marketing links with those UTM codes (e.g., only show a special offer to visitors coming from a particular email capture campaign).

Both referrer and UTM parameter targeting can be combined with other rules (device, country, segment, etc.) for precision campaigns.

Yes, LeadsWithDemos provides frequency controls for your popups and forms. When configuring the display settings for a popup, slide-in, sticky banner, or embedded form, there is a “How Often to Display It?” section where you control the frequency of how often the popup or form appears to each visitor.

This lets you:

• Set the popup/form to appear only once per visitor/session.
• Determine custom frequency rules (e.g., after a certain number of days, visits, or page views).
• Prevent annoying repeat views for returning users, helping to improve user experience.

You can also combine these frequency controls with your audience filters, page targeting, device/language/country filters, and triggers for a fully customized experience.

Yes, you can wait until a visitor’s second visit (or any returning visit) to show a popup or form in LeadsWithDemos.

You have two main options for this:

1. Exclude First-Time Visitors: In the “Who to Display It To?” section, you can exclude first-time visitors and only show your popup or form to returning visitors. This is set using visitor/session-related filters.
2. Session Count or Visit History Filters: You can use advanced segmentation rules like “Session Count” (show only if session count is greater than 1) or “Days Since Last Visit” or “Last Visit” to specifically target users based on their previous visit activity. For example, you can set the display to only trigger if the user’s session count is at least 2, making sure only those on their second or later visit will see the popup.

These same filters can be applied to both embedded forms and popups for precise control.