TARGETING

Show each message
to the shoppers it is for

Decide who sees each NotiFeed, NotiPop, NotiSell and NotiEmail message, on which pages, devices and carts, and when a NotiPop appears. Customer Segments and the rules under Target visitors based on are included on every plan, Starter included.

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Customer Segments and targeting rules are on every plan, Starter included.

Who sees a campaign: a customer group, plus page, UTM, cart, device or exit intent rules.

Who sees a campaign: a customer group, plus page, UTM, cart, device or exit intent rules.

HOW IT WORKS

Two checks on every message

Switch on Target visitors based on and click Add rule for each rule. Next to Conditions must match:, choose all conditions, where every rule has to match, or any condition, where one is enough. Switching Target visitors based on off clears its rules.

Customer Segments is a separate check. A message shows only when the shopper is in its customer group and its rules under Target visitors based on also match. Campaigns created from the SKIO integration add Integration rules with their own all conditions or any condition choice, and those must match as well.

Each message has its own settings. On Scale and above, a NotiFeed or NotiPop campaign can hold up to 6 messages under Multi notifications, each with its own audience and rules.

What you can target

  • Customer groupsSwitch on Customer Segments to show a message to All customers, Visitors (not signed in), Customers (signed in), Specific customer segments from your Shopify admin, or Specific customers you pick.
  • Page and UTM rulesShow a message on the pages you choose, or to shoppers who land from a link with a UTM tag such as utm_source=instagram. Both rules use Is equal to, Is not equal to, Contains or Does not contain.
  • Rules that follow the cartCart value, Cart items and Cart products rules are checked when a page loads and again when your theme updates the cart without a reload, so a message appears once the cart matches and goes away if it stops matching. With some themes, a cart change only counts from the next page load.
  • Device and Exit IntentLimit a message to Desktop or Mobile, or show it with Exit Intent when the mouse pointer leaves through the top of the browser window.
  • NotiPop timingUnder Display rules, a NotiPop can appear after a Delay, once the shopper has Scrolled part of the page, or after a period of Inactivity. Hide after sets how long it stays on screen.
  • SKIO subscriber rulesOn Enterprise+, NotiFeed and NotiPop campaigns created from the SKIO integration add Integration rules for Renewal date, Subscription cycles count, Days since cancel, Has active subscription and Loyalty points.

From a rule to the right shopper

  1. Pick a customer groupSwitch on Customer Segments and choose All customers, a segment or the customers you pick.
  2. Add rulesUnder Target visitors based on, click Add rule for pages, UTM tags, the cart, the device or Exit Intent.
  3. Choose all or anyNext to Conditions must match:, pick all conditions or any condition.
  4. The message showsTo shoppers in that group whose visit matches the rules.

RULES

Every targeting rule

Each rule, the conditions it offers and where it works. NotiSell needs Scale or above, and NotiEmail needs Enterprise+.

Rule Conditions Works with
Customer Segments All customers Visitors (not signed in) Customers (signed in) Specific customer segments Specific customers NotiFeed, NotiPop, NotiSell and NotiEmail
Page URL Is equal to Is not equal to Contains Does not contain NotiFeed, NotiPop, NotiSell and NotiEmail
UTM Is equal to Is not equal to Contains Does not contain NotiFeed, NotiPop, NotiSell and NotiEmail
Cart value Is greater than Is greater than or equal to Is lower than Is lower than or equal to Is equal to NotiFeed, NotiPop and NotiSell
Cart items Is greater than Is greater than or equal to Is lower than Is lower than or equal to Is equal to NotiFeed, NotiPop and NotiSell
Cart products Includes any Does not include any NotiFeed, NotiPop and NotiSell
Device Desktop Mobile NotiFeed, NotiPop, NotiSell and NotiEmail
Exit Intent Nothing to fill in NotiFeed, NotiPop and NotiSell
SKIO Integration rules Renewal date Subscription cycles count Days since cancel Has active subscription Loyalty points NotiFeed and NotiPop campaigns made from the SKIO page, on Enterprise+
Schedule Run campaign continuously Start date End date NotiFeed, NotiPop, NotiSell and NotiEmail, on Scale and above

A NotiEmail signup waiting on a cart or Exit Intent rule doesn't show, so use Page URL, UTM or Device rules for signups. See targeting by page, device or cart.

IN THE APP

Where you set it up in Atomato

Customer Segments and Target visitors based on sit on the Setup tab of each campaign. NotiPop timing is under Display rules.

The seven rule types. Each rule has a type, a condition and a value.
Display rules on a NotiPop campaign. Choose Delay, Scrolled or Inactivity, and how long the message stays.

WHEN IT SHOWS

Timing and triggers for NotiPop and cart rules

A NotiPop appears on a timer, on scroll or after inactivity, and cart and Exit Intent rules can bring a message in as soon as they match.

  1. Delay

    Appear after Delay shows the NotiPop 2 to 60 seconds after the page loads. The default is 2.

    NotiPopSet up a NotiPop

  2. Scrolled

    Shows the NotiPop once the shopper scrolls 10%, 25%, 33%, 50%, 75% or 100% of the page.

    NotiPopChoose NotiPop timing

  3. Inactivity

    Shows the NotiPop after 5 to 60 seconds with no mouse movement, clicks, key presses, taps or scrolling.

    NotiPopChoose NotiPop timing

  4. Hide after

    Display duration keeps the NotiPop on screen for 4 to 120 seconds, or choose ∞ to keep it until the shopper closes it. The default is 8.

    NotiPopSet up a NotiPop

  5. Exit Intent

    A rule under Target visitors based on. It fires once per message on each page view, when the mouse pointer leaves through the top of the browser window, so it doesn't fire on phones. A NotiPop waiting on it skips Appear after, and shows only if that browser hasn't seen it yet.

    NotiFeed, NotiPop, NotiSellIf it doesn't trigger

  6. Cart activity

    Cart value, Cart items and Cart products rules are checked when a page loads and again when your theme updates the cart without a reload. With some themes, a cart change only counts from the next page load. A NotiPop appears as soon as the cart matches, skipping Appear after, if that browser hasn't seen it yet. NotiFeed and NotiSell messages are added to the feed above other messages of their type. A message leaves again if the cart stops matching.

    NotiFeed, NotiPop, NotiSellCart-aware messages

FAQ

Questions about targeting

Short answers on plans, signed-in shoppers, rule syntax and devices.

Is targeting included on the Starter plan?

Yes. Customer Segments and every rule under Target visitors based on work on Starter, along with the NotiPop Display rules. Starter includes 1 NotiFeed and 1 NotiPop campaign, and each shows only its first message. Scale adds NotiSell, Multi notifications and the Schedule tab. Enterprise+ adds NotiEmail and SKIO Integration rules. See pricing.

Do customer segments work for shoppers who aren't signed in?

No. Specific customer segments and Specific customers only match shoppers signed in to a customer account, so guests see messages set to All customers or Visitors (not signed in). Atomato asks Shopify about membership and keeps the answer for up to 3 minutes. If you pick Specific customer segments or Specific customers and leave the list empty, the message shows to every shopper. See Show a campaign to specific customers or segments.

What should I type in a Page URL rule?

Type the path after your domain, such as /collections/, not the full address. Page URL ignores capital letters and anything after a question mark, and Contains also covers language folders such as /fr/products/. See Show a campaign on certain pages, devices or carts.

How do UTM rules match?

Write the rule as a parameter and value, such as utm_source=instagram. Atomato compares it with the address of the page the shopper is on, so it matches on the page they land on from your link, and capital letters count.

Can I put a cart or Exit Intent rule on a NotiEmail signup?

A NotiEmail signup waiting on a cart or Exit Intent rule doesn't show. Use Page URL, UTM or Device rules for signups. See Why isn't my cart or exit-intent campaign triggering?

How does Atomato decide between Desktop and Mobile?

Mobile means a browser window 740 pixels wide or less when the page loads, and Desktop is anything wider. Exit Intent watches for the mouse pointer leaving through the top of the window, so it doesn't fire on phones.

SET IT UP

Guides
for targeting

The help articles walk through each setting in Atomato.

  1. Show a campaign on certain pages, devices or cartsPage URL, UTM, Device and cart rules, step by step
  2. Show a campaign to specific customers or segmentsCustomer Segments and Specific customers on a message
  3. Choose the right time to show a NotiPopDelay, Scrolled and Inactivity, and when to use each
  4. Show messages based on what is in a shopper's cartMessages that react to what is in the cart
  5. Show different messages to new, returning and VIP customersRecipes for new, returning and VIP customers
  6. Why isn't my cart or exit-intent campaign triggering?The checks to run when a cart or Exit Intent rule seems off

Specific customer segments and Specific customers only match shoppers signed in to a customer account.

Reach the right shopper with every message.

Install Atomato, pick a customer group and add the rules your campaign needs. Atomato works alongside the popup, email and SMS tools you already use.

INSTALL FREE ON SHOPIFY

Free plan available. Targeting is on every plan.