Display rules & targeting

The Display rules tab answers three separate questions: when does the form fire, who is eligible to see it, and how often.

Triggers — when it fires

• Page load — immediately.
• Delay — after a number of milliseconds on the page.
• Scroll depth — once the visitor has scrolled past a percentage of the page.
• Exit intent — when the pointer moves toward leaving the window. Desktop only by nature.
• Click — when the visitor clicks an element you name with a CSS selector. Use this for "get the discount" links.
• Inactivity — after a period with no interaction.

Targeting — who is eligible

• URL rules — match by exact, contains or regex. Combine an include rule with exclusions to cover "all product pages except the checkout".
• Device, OS and browser.
• Visitor — new vs returning.
• Schedule — a start and end date, for campaigns with a fixed window.
• UTM parameters — show a different offer to paid traffic than to organic.
• Cart value — for stores, gate an offer behind a minimum basket.

Cart-value targeting fails closed. If the cart value cannot be read on the page, the rule does not match and the form is not shown. That is the safe direction — you will never hand a threshold-gated discount to someone below the threshold — but it does mean a misconfigured cart integration looks like "the form never fires".

Frequency — how often

• Max shows and period — e.g. at most twice in 7 days.
• Per visitor — count against the individual, not the session.
• Hide after conversion — stop showing the form to someone who has already submitted it. Leave this on unless you have a specific reason not to.

Debugging "my form never shows"

1. Is the form published?
2. Does the current URL match a URL rule?
3. Has the visitor granted the feedback consent category?
4. Has the frequency cap already been hit for this visitor? Clear site data to re-test.
5. If a cart-value rule is set, is the cart value actually readable on this page?