Site Intercept - Action Set Advanced Options | Qualtrics

Action Set Advanced Options

Introduction

You can find advanced settings for any Intercept action by clicking Options on the top right of the action set.

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In addition to the basics like copy and delete, you will see Advanced Options and Embedded Data. This page outlines the settings available in the Advanced Options menu.

Display Options

With most Intercepts, you will have a target website that opens when the visitor interacts with the Creative. Using Display Options, you can choose how the target displays to visitors. Four options are available: Open Target in New Window, Open Target in Embedded Window, Open Target in Current Window, and Open Target in PopUnder Window. See descriptions of each option below.

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Open Target in New Window

This option will open the action’s Target in a new browsing window.

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The Target of this Creative is opened in a new window so the visitor has a choice of either completing the survey now or saving it for later and continuing to navigate the website.

Once you’ve selected this option, you can specify to have the window open full screen, or you can set a specific width and height for the window.

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Open Target in Embedded Window

This option will open the action’s Target in an embedded frame that overlays your page content. With this setting, visitors don’t need to leave your web page to view the new content.

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This Target opens as an embedded window so it will appear as a seamless part of the website experience.

Once you’ve selected this option, you can specify the width and height of the embedded window. If your action’s Target is a Qualtrics Survey, consider checking Auto close so the embedded frame will close automatically when the survey is finished.

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Open Target in Current Window

This option will redirect visitors from their current page to the target website. This can be useful when you want to direct flow of traffic on your website to specific pages.

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For this website, the Target opened in the current window, replacing the original web page.

There are no additional settings to specify for this option. The target will display in the current window and not affect the window’s height and width.

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Open Target in PopUnder Window

This option will open the Target in a PopUnder window. This window is hidden behind your website and comes forward once the visitor closes your website.

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In this example, we want to invite visitors at the beginning of their visit to take a survey, but then not show the survey until the end. Opening the survey as a PopUnder window is a great way to discourage early participation.

Once you’ve selected this option, you can specify to have the window open full screen, or you can set a specific width and height for the window. If you’re implementing an Opt-In Site Exit design, you will specify the PopUnder under the Content to display on load dropdown.

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Target Browser and Platform

The Advanced Options window allows you to target specific browsers or platforms. This is an alternative to creating action set display conditions specific to each browser you need to target or exclude. By default, all browsers and platforms are selected. To exclude particular ones, deselect the overarching checkbox for that browser or platform and then select only the versions you want to include.

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Custom Triggering Options

By default, Creatives will show as soon as the visitor meets the criteria for them. However, you can use Custom Triggering Options to set specify certain events that must take place on the page before the Creative will display. Once the Site Intercept code runs and all conditions are evaluated and pass for this Action Set, the Action Set will patiently wait for the triggering event.

Trigger on Click

With this option selected, the Creative will not appear until the visitor has clicked somewhere on the page.

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By default, the Apply trigger to entire page option is checked, which allows a click anywhere on the page to trigger the Creative. If you deselect this option, you can specify a single HTML ID that a visitor must click in order to trigger the Creative.

Trigger on Hover

With this option, the Creative will appear after the visitor has hovered over a specific portion of the page.

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By default the Apply trigger to entire page option is checked, which allows a hover anywhere on the page to trigger the Creative. You may consider deselecting this option in order to specify a single HTML ID that a visitor must hover over in order to trigger the Creative.

Finding the HTML ID

For the above options (Trigger on Click and Trigger on Hover), you may want to specify the element on your site that will trigger the Action Set. For example, you could trigger your PopOver to show once the visitor clicks on or hovers over a shopping cart button.

  1. Start by identifying the element on the page that will trigger the Creative.image03
    Qtip: Use your browser’s Inspect Element function to determine the HTML ID of an element. In most browsers, simply right click on the portion of the page you would like to inspect, and select Inspect Element.
  2. Identify and copy the HTML ID between the quotation marks. If no ID exists, it may be necessary to ask your web team to set an ID for the element.
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  3. Paste this HTML ID in the Custom Trigger Options for either “Trigger on Hover” or “Trigger on Click,” depending on what you’re using.image17

Trigger on Scroll

With this option, the Creative will display after the visitor has scrolled through a percentage of your web page.

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For example, on a product search page, if the visitor scrolls 80% down the page without selecting a product, you might display a PopOver asking if they would like to get help finding what they need through live chat.

Qtip: PopUnders interact uniquely with the Trigger on Hover and Trigger on Scroll conditions. When using PopUnders, note that they will not appear until the visitor’s first click after they have meet the scroll, click, or hover condition.

Advanced Options

Within each Action Set, there is also a specific set of advanced options.  This includes the Action Set Sample Rate and, for certain creatives, the Creative Insertion Point.

Action Set Sample Rate

You can use the Action Set Sample Rate to sample visitors at the Action level.

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For example, with a 50% sample rate, 50% of those who would qualify for the Action Set would receive it. For the other 50%, if the If not sampled, continue to next Action Set option is selected, Site Intercept will check to see if they qualify for another Action Set.

Creative Insertion Point

Custom HTML, Embedded Link, and Social Media Creatives are inserted as part of your page content and require that you specify the HTML ID of the insertion point on your page. For any action that includes these Creatives, you will see an additional option to choose a Creative Insertion Point.

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Here you will type the ID of the HTML element on your page where you would like the Creative to appear. For help finding the correct HTML ID, check out the support pages specific to each creative: Custom HTML, Embedded Link, and Social Media.