Personalization Rules

Use personalization to create targeted experiences that convert — based on time of day, location, device, referral source, visit count, and more. With personalization, you can display popups, new rows, effects, or notifications specific to a visitor’s context.

Personalization notes before you start

• You must republish your site for any personalization rule changes to take effect.

• Personalizations will not display on the public preview link. To test, use the “Choose Insite” option in the top bar, a new/private browser session, or a cleared cache.

• Rules only trigger once every 30 minutes per user session.

• Popups show only once per session.

• Personalization is not supported on multi-language or dynamic pages.

How personalization works

• A trigger defines who sees the experience (e.g., mobile users, visitors from Instagram, people in California).

• An action defines what they see (e.g., a popup, notification bar, or festive animation).

Rules activate once the trigger condition is met and remain in effect for that session. You can combine multiple triggers for more targeted experiences.

Create a personalization rule

Option 1: Personalize an existing popup

• In the side panel, click Personalize, then + Add Rule.

• Select a pre-built rule or build your own.

• Choose one or more triggers (e.g., “Location = Paso Robles”).

• Click Next, then select Popup as the action and choose the popup.

• Click Save Rule, then Republish your site.

Option 2: Build your own rule

• In the side panel, click Personalization → Build Your Own.

• Select and configure one or more triggers (specific time range, campaign URL, etc.).

• Click Next, select one action type, and configure it.

• Preview on all devices, name your rule, and click Save Rule. Republish to activate.

Personalization triggers

Combine triggers to create a customized experience. You can select one or more of:

• Device — desktop, tablet, or mobile.

• Location — where the visitor is browsing from.

• Time — the time/date of the visit.

• Visits — the number of times the visitor has come to your site.

• Campaign URL — whether they arrived via a URL with specific query parameters (UTMs).

• No trigger — the rule is always active.

Available actions

• Popup — a modal popup (offers, email capture, event promos).

• New Row — a page section shown only to certain visitors.

• Notification Bar — a bar at the bottom of the site (promos, updates).

• Special Effects — fun visuals like snowflakes, hearts, sparkles, fireworks.

Rule priority

• Only one action of each type can be active on a page at once. If two popup rules apply, only the highest-listed shows.

• Two different action types (e.g., popup + notification bar) can both show.

• Same-action rules on different pages work independently.

Edit, activate, or delete a rule

1. Go to the Personalization tab.

2. Click the gear icon next to your rule.

3. Choose Edit, Activate / Deactivate, or Delete.

Example use cases

Best practices

• One clear goal per popup or bar.

• Use urgency (“Ends tonight,” “Limited release”).

• Don’t overuse — avoid fatiguing visitors.

• Always preview on mobile.

• Use campaign URLs (UTMs) to personalize ad traffic.

See also Popups.