User

Popup Targeting

Screen overview

Before you start

Use the account and workspace that own the relevant records. The feature also needs to be enabled for this installation and plan.

Open this feature

Open /portal/popup/rules on your application domain, using the workspace account for this task.
Review the visible sections such as Display rules, Targeting & triggers, Frequency & priority. Empty-state headings appear only when the corresponding list has no data.
Review the controls described below. Where search or filters are offered, select values for the intended account/workspace and clear a filter when you need the full list. This overview does not replace a separate create/edit procedure.
Open an item only through its displayed row, card or record link. Check the selected account/workspace and any date or status filter before comparing results.
If this screen has no editable form, it does not need a Save action. Follow the linked feature or action in the application when you need to create or change a record.

Field	What to enter or choose
Campaign	Enter the campaign for this task, using the help or example shown by the form.
Path contains	Enter the path contains for this task, using the help or example shown by the form.
UTM campaign	Enter the utm campaign for this task, using the help or example shown by the form.
Device	Choose All devices, Desktop, Mobile.
Visitor	Choose All visitors, New, Returning.
Delay seconds	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving.
Scroll %	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving.
Exit intent	Enter the exit intent for this task, using the help or example shown by the form.
Max displays	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving.
Cooldown hours	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving.
Priority	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving.

Field descriptions appear beside each task above so that separate forms are not mixed together.

Field	What to enter or choose
Campaign	Enter the campaign for this task, using the help or example shown by the form.
Path contains	Enter the path contains for this task, using the help or example shown by the form.
UTM campaign	Enter the utm campaign for this task, using the help or example shown by the form.
Device	Choose All devices, Desktop, Mobile.
Visitor	Choose All visitors, New, Returning.
Delay seconds	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving.
Scroll %	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving.
Exit intent	Enter the exit intent for this task, using the help or example shown by the form.
Max displays	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving.
Cooldown hours	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving.
Priority	Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving.

Stay in the same account/workspace and reopen the intended record or result screen.
For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
For queued or external work, inspect its status/history and provider result where applicable. A successful save does not by itself prove message delivery, publication, payment completion or provider approval.

Problem	What to check
The screen or action is missing	Check the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint.
A field is rejected	Read its validation message, choose from the offered options and check the relevant format or limit. Do not substitute a database ID for a displayed choice.
A list is empty	Check the selected workspace, search text, date range and status filters. Clear one filter at a time before concluding that records are missing.
A request is still pending	Check its status/history before repeating it. For messages, publishing, imports and payments, a submitted request can finish later or fail separately.

Role-scoped source references

Pinned commit: 68a5655db1bbe17c74fb211f0fe0ee4e63c8be88

Source-only route information

Method	Source-default route