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Introduction

How to Choose Who Sees Your Popup (Segment Step)

Learn how to choose who sees your popup (segment step). Step-by-step guide with screenshots.

The Segment step controls who will see your popup. After finishing the Design step, click Next to Segment to access this page.

The targeting options shown here are preset and goal-based. They change depending on the campaign goal you selected earlier. Smart Mode is always available.

How Preset Targeting Works

When you choose a campaign goal such as:

  • Grow My Email List
  • Increase Sales
  • Stop Cart Abandonment
  • Product Recommendations

The Segment step automatically suggests targeting options that match that goal.

This helps you launch faster without manually setting complex rules.

Available Targeting Options

Smart Mode

How it works

Smart Mode uses artificial intelligence to automatically show your popup to visitors who are most likely to convert. If you are unsure which targeting to use, Smart Mode is a safe starting point.

Best for:

  • Email collection
  • Sales campaigns
  • General growth campaigns

Goal-Based Preset Segments

Depending on your selected goal, you may see options such as:

  • Highly Engaging Visitors
  • Returning Visitor Engagement
  • Cart-related targeting
  • Product interest targeting

These presets are optimized for the specific goal you selected.

Simply choose the segment that fits your strategy and click Next to Publish.

Need More Advanced Targeting?

The Shopify Embed App keeps targeting simple on purpose.

If you need more control, you can switch to the Advanced Editor and create custom targeting rules.

Click the pencil icon to open the Advanced Editor

Go to Advanced Targeting Settings

You will be able to define detailed rules such as:

  • URL targeting
  • Device targeting
  • Traffic source targeting
  • Location targeting
  • Visitor behavior rules such as scroll, exit-intent, and more
  • Cookie-based rules
  • Frequency rules

See the full list of advanced targeting options here: https://popupsmart.com/help/targeting

Advanced Shopify Audience Targeting (Available in the advanced editor)

For Shopify stores specifically, you can target visitors using Shopify data:

DataDescription
Cart productsTarget based on specific products in the cart
Cart totalTarget based on cart value (e.g. above $50)
Cart product countTarget based on number of items in cart
Customer logged inTarget logged-in or guest visitors
Customer total spentTarget based on lifetime spend
Product availabilityTarget based on stock status
Customer tagsTarget using Shopify customer tags
Purchase historyTarget based on past orders

and more.

Learn more about Shopify-specific audience targeting here: https://popupsmart.com/help/detail/audience-targeting

To find the Shopify audience targeting options, you need to go to the advanced editor:

Click the pencil icon to open the Advanced Editor

Go to Advanced Targeting Settings

When Should You Use Advanced Targeting?

Use preset targeting if:

  • You want a quick setup
  • Your campaign is straightforward
  • You are just getting started

Use the Advanced Editor if:

  • You need very specific rules
  • You want full control over targeting logic
  • You are running more complex campaigns

Start simple and move to advanced targeting only when needed.

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