HubSpot "Aha-Moments"

Marketing & Content Hub Tips, Tricks & Best Practices
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Just found out how pop-up forms are prioritized when hosted on common pages in a recent HubSpot Support ticket. (Thanks, Katja!)

"I’m glad we got a chance to connect today and wanted to follow up on our conversation. I appreciate you taking the time to discuss form prioritization with me. Checking my resources, I confirmed from our documentation the following:

  • When evaluating 2 or more pop-up forms that should load in the same area, there is a set of rules that control which pop-up form should load based on which has the most specific targeting rules. HubSpot prioritizes the targeting rules in the following order:
    1. Website URL
    2. Query parameter equals
    3. Website URL begins with
    4. Website URL contains"

In addition to that, we figured out how to layer inclusion/exclusion lists for further targeting when the targeting rules are identical. Our specific use case is on our blog. We have one overarching form that prompts a visitor to subscribe (obviously, current subscribers are excluded). We also have hyper-targeted pop-ups prompting visitors in early deal stages to set a time to speak with their rep about partnership. So, whether a subscriber or not, if they’re in the deal, we want them to see the deal-specific pop-up, instead.

Here’s how we did it:

  • For the partnership prompt(s):
    1. Target: “Website URL contains” — [blog subdomain.domain.extension]
    2. Include only: Active list(s) containing deal-associated contacts
  • For the subscribe prompt:
    1. Target: “Website URL contains” — [blog subdomain.domain.extension] (<--- identical)
    2. Exclude:
      • Subscribers
      • (From the List tool) A single active list containing all members of various deal targeting lists

Using the info gleaned from support on pop-up priority and layered inclusions/exclusions, we could continue to take this even further, ever more customizing the user experience for each pop-up.

Hope this helps. Enjoy!