Targeting by URL
To choose where your flows should show up live, you'll want to head over to the Flow Settings page by clicking the 'Settings' icon to the right the flow name from the Dashboard, or the 'Target and Publish' icon in the editor.
The 'Which Page?' portion of the ''Display' section is where you will choose the URL path where a user will have to be to qualify to see your flow. You can have a flow show on multiple paths or domains, but this article will focus on the URL path section of the targeting. Learn about domain/environment targeting here.
But wait, what's a path? Technically speaking, the path is any portion after the top level domain, aka the .com or .io bit of your URL. URLs can be pretty complex but for the purposes of this article we'll use 'path' and 'URL' interchangably. Many times, URLs will have dynamic variables that are specific to a certain user or state located in the path portion. Click here to learn more about dynamic URLs.
Lets take this exact URL for example, since its pretty simple in structure.
Note: You'll be able to target more complex URLs that include dynamic info using with the tips outlined here
If we targeted the above URL verbatim [ie. 'equals' '/article/86-target-url'], the flow would only show up on this specific help doc. If instead we wanted to ensure the flow would show up on any help doc about targeting, or maybe one other specific doc, we could do so by choosing 'Add Another' like and adding in a matching URL.
At a Specific Path
Lets explore the options in the drop down using the above example.
Since all of our docs about targeting contain -target- in the URL, we could use 'contains' 'target' to get our flow to show on all of the targeting docs.
For instance, if we match URLs that contain the word
target , it would match:
The drop down options include the following:
- contains / doesn't contain
- starts with / doesn't start with
- ends with / doesn't end with
- equals / doesn't equal
- matches regex
If you choose Any Page, the flow will appear on any URL where your Appcues embed script is installed ( learn how to limit the domain here). This can be useful when the URL where the flow shows doesn't matter much, for example, an announcement modal for a new webinar. We'd suggest pairing this setting with a 'show once' frequency however to ensure the flow doesn't become overwhelming.
Note: If your flow contains tooltips or hotspots, be sure that the items the Appcues elements are anchored to are present on every page, or your flow will not show as intended.
"Test Page Targeting" - Targeting Helper
If you want to test that your page targeting is configured properly, you can use the "Test Page Targeting" button at the bottom of the 'Display' section.
The page targeting tester will tell you whether or not the flow will show on a given page URL you enter. You can use this to confirm that your flow is showing where you expect it to show and that it is not showing where you don't expect it to. For example, if you only want flows to show on paths that end with /test, you could run the following check:
You can enter as many flows as you would like into the page targeting tester. If you close the box, we will save the URLs you have entered.
Note: URLs must be accurately formatted for the tool to work properly. If the tool is showing that your flow won't show on a page where you are expecting it to, make sure you have included "http://" or "https://" at the beginning, as well as the entirety of rest of the path.
If you're still stuck be sure to reach out to email@example.com and we'd be happy to assist.