Targeting conditions guide – Best practices, condition types, operators and more

If you're a marketer using ConvertFlow, the power is in your hands to:

1. Create and launch campaigns on your website without coding, using the funnel builder.

2. Control who sees which campaign, how they progress through each funnel, etc. using targeting conditions.

In this guide, you'll discover how to use targeting conditions, the various condition types and more:

How to create targeting conditions

"Targeting conditions" are logic statements in ConvertFlow's interface that you create to define granular visitor segments.

You'll be using targeting conditions when launching campaigns, for conditional actions, skip logic and more.

Adding targeting conditions

To add a targeting condition, click the "+ Add Condition" icon, choose a condition type, enter any extra values needed for that condition type and then click "Create Condition +".

Choosing the condition operator

When you select a condition type, ConvertFlow will automatically set an ANY/ALL operator for your new targeting condition. 

You can also choose an operator for your new condition by switching the "Add to ALL/ANY required group" dropdown.

Condition operators let you determine if a condition is required to be met, or if the condition doesn't need to be met as long as another condition is being met.

For example, imagine you're targeting a popup to your home page, that only displays if the visitor was referred from either Facebook or Google.

Your condition setup would look like this:

The "If page is" condition is added with the ALL operator, and the "If referral source contains" conditions are added as ANY operators.

This limits the popup campaign to only the home page, and only allows it to display if the visitor's referral source is either Google or Facebook.

Testing and troubleshooting targeting conditions

As you add more targeting conditions, it can become more difficult to understand why certain campaigns are showing and why others are not.

To make troubleshooting easier, we created the ConvertFlow admin widget. This shows on your website when you're logged into ConvertFlow.

By clicking the blue ConvertFlow admin widget icon, it will open up and you'll be able to select your campaign to see whether it's showing or not.

By selecting the campaign, you'll see which conditions were met, which ones weren't, trigger configuration, conditional logic results and more.

These conditions are categorized into ALL/ANY groups for easy reference of how the condition logic functions.

When using targeting conditions that reference the tracked visitor's site history, geolocation or ESP/CRM segmentation data, it's useful to be able to see your current visitor session's data.

To do this, click on the visitor profile in the admin widget to see a breakdown of who you are tracked as, as well as your site history, geolocation, ESP/CRM data etc.

Targeting condition type reference guide

ConvertFlow has a lot of different targeting condition types. 

To see how these various condition types work, here is a reference guide of each targeting condition type, organized by category:

Current page

If page is: true if the page URL matches the given URL
If page is NOT: true if the page URL does NOT match the given URL
If URL contains: true when the page URL contains the given keyword
If URL does NOT contain: true when the page URL does NOT contain the given keyword
If device type is: true when the width of the browser is for the given device type
If visiting ConvertFlow landing page: true if the person is visiting a specific landing page built in ConvertFlow

Current campaign

If current step has been completed: true if the current funnel step had already been completed by the visitor
If answer to question is: true if the answer to a question matches the selected answer
If answer to question is NOT: true if the answer to a question does NOT match the selected answer
If custom field contains: true if the custom field value contains the given keyword
If custom field does NOT contain: true if the custom field value does NOT contain the given keyword
If current score is greater than: true if the incremented score is greater than the given number
If current score is less than: true if the incremented score is less than the given number
If quiz answers are mostly: true if most of the selected quiz answer's alphabetical positions are the given letter
If quiz answers are NOT mostly: true if most of the selected quiz answer's alphabetical positions are NOT the given letter

This session

If visiting from city: true when the visitor IP city location contains the keyword you specify
If NOT visiting from city: true when the visitor IP city location does NOT contain the keyword you specify
If visiting from region: true when the visitor IP region name contains the keyword you specify
If NOT visiting from region: true when the visitor IP region name does NOT contain the keyword you specify
If visiting from country: true if the visitor IP country code matches the selected country
If NOT visiting from country: true if the visitor IP country code does NOT match the selected country
If person has viewed campaign: true if the person has already been displayed the selected campaign
If person has NOT viewed campaign: true if the person has NOT already been displayed the selected campaign
If person has converted with campaign: true if the person converted on the first step of the selected campaign
If person has NOT converted with campaign: true if the person has NOT converted on the first step of the selected campaign
If person has completed campaign: true if the person was tracked as having completed the selected campaign
If person has NOT completed campaign: true if the person was NOT tracked as having completed the selected campaign
If referral source contains: true if the person originally clicked from a site contain the given keyword
If referral source does NOT contain: true if the person did NOT originally click from a site containing the given keyword
If person has more than X sessions: true if their total number of 30 minute sessions is greater than the given number
If person has fewer than X sessions: true if their total number of 30 minute sessions is less than the given number
If current session is more than X minutes: true if their current session is longer than the given number of minutes
If current session is less than X minutes: true if their current session is shorter than the given number of minutes
If person has more than X page views in current session: true if their total number of page hits in their current 30 minute session is greater than the given number
If person has fewer than X page views in current session: true if their total number of page hits in their current 30 minute session is less than the given number
If person has visited URL in session with keyword: true if their session URL history has a URL containing the given keyword
If person has NOT visited URL in session with keyword: true if their session page history does NOT have a URL containing the given keyword
If person is an identified contact: true if ConvertFlow knows the email address of the visitor
If person is NOT an identified contact: true if ConvertFlow does NOT know the email address of the visitor

Contact profile

ConvertFlow maintains a contact profile for targeting and references the tags, lists, custom fields, etc. of identified contacts in your connected email service providers / CRMs. This targeting data is updated when automations are processed by our system, or at the beginning of a track contact's session.

If contact field value contains: true if their contact field value contains the given keyword
If contact field value does NOT contain: true if their contact field value does NOT contain the given keyword
If custom field value contains: true if their custom field value contains the given keyword
If custom field value does NOT contain: true if their custom field value does NOT contain the given keyword
If custom field is greater than: true if the custom field value is a number that exceeds the given value
If custom field is less than true if the custom field value is a number that is less than the given value
If person has tag: true if the person visiting has the selected ConvertFlow tag
If person does NOT have tag: true if the person visiting does NOT have the selected ConvertFlow tag
If person has tag in INTEGRATION: true if the person visiting has the selected tag in the selected integration
If person doesn't have tag in INTEGRATION: true if the person visiting does NOT have the selected tag in the selected integration
If person is subscribed to list in INTEGRATION: true if the person is in the selected list in the selected integration
If person is NOT subscribed to list in INTEGRATION: true if the person is NOT in the selected list in the selected integration
If person is subscribed to campaign in INTEGRATION: true if the person is subscribed to the selected campaign in the selected integration
If person is NOT subscribed to campaign in INTEGRATION: true if the person is NOT subscribed to the selected campaign in the selected integration
If person is a member of segment in INTEGRATION: true if the person is in the selected segment in the selected integration
If person is NOT a member of segment in INTEGRATION: true if the person is NOT in the selected segment in the selected integration
If person is in workflow in INTEGRATION: true if the person is in the selected workflow in the selected integration
If person is NOT in workflow in INTEGRATION: true if the person is NOT in the selected workflow in the selected integration
If custom field contains value in INTEGRATION: true if their custom field value contains the given keyword in the selected integration
If custom field does NOT contain value in INTEGRATION: true if their custom field value does NOT contain the given keyword in the selected integration
If contact property value contains in INTEGRATION: true if the contact property value contains the given keyword in the selected integration
If contact property value does NOT contain in INTEGRATION: true if the contact property value does NOT contain the given keyword in the selected integration

Shopify

By installing ConvertFlow on your Shopify store, you can now personalize your campaigns for your shopper segments using ConvertFlow's Shopify targeting conditions.

WordPress

With WordPress connected, ConvertFlow's WordPress targeting conditions can target campaigns based on the WordPress post classes included in the HTML markup. This requires WordPress post_class() to be added in your theme, which is the case for all official WordPress themes.

Javascript

If cookie value contains keyword: true if the specified cookie value contains the given keyword
If cookie value does NOT contain keyword: true if the specified cookie value does NOT contain the given keyword
If global variable value contains keyword: true if the specified global variable is a string that contains the given keyword. Supports checking global object keys using "." characters (example: user.email)
If global variable value does NOT contain keyword: true if the specified global variable does NOT return a string containing the given keyword.  Supports checking global object keys using "." characters (example: user.email)