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Targeting in Signup Forms
Ira avatar
Written by Ira
Updated over a week ago

Targeting your signup forms allows you to control who sees your forms and where they appear, helping you drive better engagement and conversions.

In Omnisend, the Targeting feature provides flexibility in deciding which visitors see your forms based on their behavior, segments, and the pages they visit.

To adjust the display and targeting settings outlined in this guide, open the form editor for an existing signup form or create a new one. Then, navigate to the Targeting section under Behaviour Settings in the right-hand menu.


Visitor Targeting Options

With Visitor Targeting, you decide which of your website visitors should see a specific form.

  • All visitors. This option will display your form to everyone who visits the targeted pages of your website.

  • Don’t show to existing contacts. Choose this if you want to hide the form from visitors who are already in your contact list. This can be useful for avoiding signup offers to customers who are already subscribed.

  • Show to existing contacts. Select this to display the form to visitors who are already contacts. You might use this to collect additional information from current subscribers or promote offers specifically for them.

  • Target by Specific Segment. This allows you to include or exclude specific segments from seeing a form, giving you control over who sees the form based on segmentation.

Targeting by Specific Segment

Include segments. Use this option to show the form only to specific segments. For example, you can display the form only to VIP customers or visitors with a high purchase history.

Exclude segments. Use this to prevent certain segments from seeing the form. For instance, you may not want unsubscribed users or past customers to see the form again.

You can include and exclude as many segments as necessary. If a visitor belongs to both an included and excluded segment, the exclusion rule takes precedence, and they will not see the form.

Important note: segment targeting is only applicable to pop-ups and flyout forms.

Examples

  • If you include only Segment A, the form will appear only to visitors in Segment A.

  • If you exclude only Segment B, the form will be visible to everyone except those in Segment B.

  • If a visitor is in both included and excluded segments, they won’t see the form.

Benefits

  • You can tailor your forms to different audiences, ensuring the right people see the right message.

  • Use this to collect additional contact details or update information for existing subscribers.

  • Target promotions or special offers to specific segments and exclude others who may not need to see them.

Important Note: If you delete a segment that’s linked to a form, it will impact the form’s performance. Omnisend will notify you if this happens so you can adjust your targeting.

Page Targeting Options

Control which pages your form appears on by targeting specific URLs on your site.

Appears on URL

This option allows you to show the form on certain pages based on your URL.

  • The exact URL with "is" Operator. If you choose this, the form will appear only on a page that exactly matches the URL you provide. For example, if you target "mywebsite.com", the form will not appear on "mywebsite.com/?=query-parameter" or any variant of that URL.

  • URL Contains with "contains" Operator. This setting allows you to target pages where the URL contains specific text.

    For example, entering "/products/" will show the form on any page with that URL path, such as "mywebsite.com/products/product-name."

Does Not Appear on URL

In the same format as the previous setting, this setting lets you exclude specific URLs so that the form doesn't appear on certain pages. You can also add custom URLs to exclude.

Appears on Pages for Out-of-Stock Products

This option lets you show forms specifically on pages where products are out of stock. It’s ideal if you want to collect emails for restock notifications or promote alternative products.

Use Case: Targeting Forms by Locale

You can tailor your signup forms to display only on specific language or region-based pages by utilizing URL targeting. Here's how to configure it for different locales:

Show Forms Only on Pages for a Specific Locale

If you want your form to appear on pages for a specific locale (e.g., Italian pages with /it in the URL), follow these steps:

  • In the Page Targeting section, select Appears on URL and add the URL path that corresponds to the locale (e.g., /it).

  • To exclude certain pages like the checkout, regardless of the locale, select Does not appear on URL and add paths like /checkout.

This ensures that the form will only be shown on pages for the targeted locale while being hidden on excluded pages across all locales.

Show Forms Only on the Main Domain, Excluding Localized Versions

If you want the form to appear only on your main domain (e.g., example.com) and exclude all localized pages (e.g., /it, /fr), follow these steps:

  • In the Page Targeting section, select Does not appear on URL and add the paths for all locales you want to exclude (e.g., /it, /fr).

This setup allows you to display forms only on the main site while preventing them from showing on any localized versions.

Source Targeting Options

With Source Targeting, you can show forms based on where your traffic is coming from. This allows you to deliver personalized forms to visitors from specific sources.

Traffic Sources:

  • Direct (visitors who directly enter your store URL)

  • Email, SMS or Push from Omnisend (visitors who directly come from messages received from your Omnisend store)

  • Organic Search (visitors from search engines)

  • Google Ads

  • Facebook

  • Instagram

You can select one or more traffic sources, and the form will be displayed to visitors arriving from those channels.

For example, if you want to target all visitors arriving from Facebook, simply select the Facebook option.

Use Case 💡

Let’s say you are running a special promotion for Facebook users. This setting can display a form offering a unique discount to Facebook visitors, enhancing personalization and conversion.

UTM Targeting Options

The UTM Parameter Targeting feature lets you display forms only to visitors arriving through specific marketing campaigns or placements, as indicated by UTM parameters in the URL. This ensures highly personalized targeting.

UTM Parameters are small pieces of text that are added to your URLs when running marketing campaigns. These parameters help track where the traffic is coming from, which campaign they saw, or what ad they clicked on. For example, a UTM URL might look like this:
https://yourstore.com/?utm_source=facebook&utm_campaign=summer_sale

Another example is if someone clicks on a Facebook ad for your summer sale, they’ll arrive at your website with a URL that includes a UTM parameter like utm_source=facebook.

Important Note: For the form to display, all the UTM parameters you enter must be present in the URL. These options use an "AND" operator, meaning all specified conditions must be met.

In Omnisend, you can target by the following UTM parameters:

  • Source (e.g., Google, Facebook)

  • Name (Campaign) (the name of your marketing campaign)

  • Medium (e.g., email, social)

  • Term (paid search keywords)

  • ID (unique identifier of your campaign)

  • Content (used to differentiate similar content within the same campaign)

To add UTM targeting, select a UTM parameter, enter the corresponding value in the text box, and click Add UTM to apply.

Use Case 💡
If you want to show a form to visitors arriving from a specific Facebook Ads campaign promoting a seasonal sale, you can configure the form to only display if the UTM parameters for Source as Facebook and Name as summer_sale are in the URL. This allows you to personalize your forms based on specific marketing campaigns.

Troubleshooting

If you delete a segment that’s being used in the targeting of a form, it will affect how the form is shown. Omnisend will notify you of this issue, and you can adjust your targeting settings accordingly.


With Omnisend’s targeting options, you have full control over who sees your signup forms and where they appear. Whether you want to show forms to specific segments, exclude certain visitors, or target based on URLs, these settings help you tailor your marketing strategy, increase conversions, and engage your customers more effectively.

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