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Adding Custom Personalization Rules

PersonalizeWP offers powerful personalization rules as part of it’s feature-set that allow you to show and hide content based on who they are, where they have come from and their behavoiurs and acWith PersonalizeWP, you can go beyond standard personalization by creating custom rules that match your unique audience and business needs.

Whether you’re looking to engage new visitors, encourage return visits, or offer tailored content based on user behavior, custom rules give you the flexibility to create experiences that feel one-to-one. Here’s how you can start adding custom rules with PersonalizeWP.

1. Define Your Customization Goals

• Before diving into setup, decide on the key objectives for your personalization. For instance, you might want to:

• Show specific content to users from a particular geographic location.

• Display targeted messages to visitors from specific referral sources or marketing campaigns.

• Tailor content based on user behavior, like viewing specific pages or completing forms.

2. Navigating to the Rules Panel

• After installing and activating PersonalizeWP, access the plugin’s dashboard from your WordPress admin menu.

• Head to the “Rules” section where you can manage existing rules or create new ones. This is the control center for all content visibility and personalization options.

3. Creating a New Rule

• Click on “Add New Rule” to begin.

• You’ll see options to specify triggers, conditions, and actions—these elements make up the core of your rule logic.

4. Setting Conditions

• Choose the type of display condition you want to use, such as:

Location: Set rules that display content only to users from specific regions or cities.

Device Type: Show different content based on whether the user is on mobile, desktop, or tablet.

Source/Referral: Personalize content for visitors from social media, search engines, or custom campaigns.

Logged-In Status: Create unique experiences for logged-in users versus guests.

You can refine the rule by adding multiple conditions, which let you target users further. For instance, if you want to show a promotion to logged-in users but only on a specific date, you can set both as conditions.

5. Utilizing Form Data for Personalization

If you’re using PersonalizeWP Pro, which integrates with forms created through Gravity Forms, WS Form, and Ninja Forms, you can use these conditions in your rules. For example, if a user has completed a particular form, you can use this data to show them exclusive content or offers, deepening engagement and encouraging conversions.

6. Testing and Reviewing Your Rules

Testing is key to ensuring your personalization aligns with your goals. If needed, adjust your rules based on insights from user interactions.

Key Benefits of Custom Rules in PersonalizeWP

Enhanced Engagement: Connect with visitors through relevant content tailored to their behavior and profile.

Increased Conversion Rates: Show offers and messages to the right users at the right time, driving more meaningful actions.

Streamlined User Experience: Deliver a seamless journey for users, from the landing page to conversion points, with strategically personalized content.

Custom rules give you powerful control over user experience on your site, enabling you to create interactions that resonate and lead to action. With PersonalizeWP, personalization is no longer complex—it’s intuitive, targeted, and impactful.

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