How to use Whitelist, Blacklist & Advanced
After you have completed the design element of your campaign, we're then tasked with deciding where this overlay will sit within your website.
Our whitelist and blacklist system essentially works as a filter; a filter that dictates how your overlay will sit on specific pages. Below, we've summarised the 4 variations available to you when deciding on your target pages:
All - Your overlay will show on all pages of your site depending on where the user enters.
Whitelist - Perfect for listing the individual pages that you want your overlay to appear on - this will ensure that the overlay only fires on the pages that you have listed.
Blacklist - Any page you do not want your overlay to be on should join the blacklist. Pages not on the Blacklist will be used to show the overlay.
Advanced - Our Advanced setting allows for Regular Expression (Regex) to be included in the URL for further control on where the overlay will be shown. For example, fire a single overlay that is black and whitelisted on specific pages.
So: you've designed your overlay and decided which pages you want it to appear on, but how do you insert the URL into the whitelist?
There is no need to enter the whole URL - we already know your website's domain - all we need is the latter part. A good example of targeting a product page would be as follows:
You may want to simplify the whitelist to the homepage, in this case, we'd enter:
Alternatively, you may not want to go that deep into the URL hierarchy. Instead, we only want to target our category pages. In this case, we'd simply enter:
This process works throughout the site across all pages, by following the structure: /example/ or *example* depending on your site structure.
As soon as Salesfire system picks up the desired phrase(s) in any URL on your site, the overlay will fire.
There is no limit on the number of pages that you can add to a white/black list. Simply find the page you are looking to whitelist or blacklist on your site and follow the above process to add rules to your campaigns within the Pages section of your overlays and prompts.
Now, you've probably got the handle of 'All', 'Whitelist' & 'Blacklist'. However, one thing that isn't explored as often is the 'Advanced' setting of the pages condition within an overlay. The advanced setting of 'Pages' becomes active when one group of rules is fulfilled and 'passes' whilst whitelisting or blacklisting another set of rules. A group will pass when all the rules inside that group pass. For example:
This overlay would then fire on all category pages that do not contain 'shoes' as a product descriptor but that do include 'trainers'. This helps you with any specific strategy that may have been suggested by your ESM and also helps you to be as granular as possible with your overlays - making sure that we don't flood the site and only the customers that you want to be targetted by your overlays are then hit with those overlays.
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