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Personalization by Submitted Form

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 actions on your site.

By using personalization, you can create a more engaging and relevant user experience by tailoring content, recommendations, and interactions to individual preferences. This leads to increased user satisfaction and retention.

How does a Submitted Form Rule help?

When a visitor has already completed a form on your site, but is continuing to browse it, you don’t want to continue asking them to fill in another one – either through the use of CTAs or pop-ups that might annoy them. Using this rule, you can choose to hide content form this visitor once they’ve filled in a form. Alternatively, you can show them specific CTAs if they haven’t filled in a form – prompting them to do so.

Creating Submitted Form Rules

You can access PersonalizeWP’s personalization rule tools by going to WP-Admin > Personalize > Dashboard > Personalization.

On this screen, you can view a paginated list of all rules currently active and inactive, and an optional view by category.

Create Rule

Clicking on Create Rule takes you to the screen where you can create a new personalization rule. You enter a name for your rule, select the category you want to place it in, and then choose Conditions > User Has Submitted a Form from the dropdown.

Next, you can select the comparator, which for this rule type only offers the option:

Is

Then you can choose True or False as the value.

Click on the button to Create Rule and return to the list screen.

Using Submitted Form Rules

You can choose a rule in the Personalize sidebar for any block that you can selected in the Block Editor.

Rules has it’s own dropdown, and you can select any of the rules that are active. In this instance, select your chosen new visitor-based rule and then determine the behaviour for that block (show/hide) if the visitor meets that criteria.

If you wish, you can add multiple rules to the same block, even those of a different type and category – for instance, new visitor and location.

You can also combine a personalization rule with segments and lead score values to create highly targeted content.

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