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Configure Targeting and Triggers

Shweta Ajwani
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This article covers the following:

Overview

From the Targeting page of a campaign, you can control exactly which visitors are included in your campaign and the conditions under which they see it.

Targeting is built around four questions that Wingify evaluates in sequence for every visitor:

  • Who qualifies?
    The Segments setting defines which visitors are eligible to enter the campaign.
     
  • What activates it?
    The Triggers setting defines the event that causes the campaign to fire for an eligible visitor.
     
  • How often do they see it?
    The Frequency setting controls how many times a qualifying visitor is actually shown the campaign.
     
  • How are conditions re-evaluated?
    The Settings sub-section controls whether Wingify re-checks targeting and trigger conditions on each return visit, or only once.

Each sub-section is independent, changing one does not automatically affect the others. The table below summarises what each sub-section does and its default state when you open a new campaign:

Sub-section What it controls Default
Segments The audience eligible to be included in the campaign. Applies at the campaign level - all page groups share the same segment. All Traffic
Triggers The event that causes the campaign to activate for a qualifying visitor. Page Viewed
Frequency How often a qualifying visitor who has already entered the campaign is shown it again. Always
Settings Whether Wingify re-evaluates targeting and trigger conditions on each return visit or evaluates them once and locks the visitor in. Once (for both targeting and trigger conditions)

Work through the sub-sections top to bottom. When you are done, click Save Now to save your configuration.

Configure Segments

Segments define your campaign audience, which is the visitors eligible to be included. By default, every campaign targets All Traffic.

To change the segment:

  1. On the Targeting page, locate the Segments section. The current segment name, for example, All Traffic, appears next to the edit icon.
  2. Click the edit icon or the segment name dropdown arrow. The segment picker panel opens.

The segment picker has four tabs:

Tab What it contains When to use it
Copilot (Early Access) Describe your audience in plain language; Wingify automatically suggests a matching segment. For more information, see Using Copilot for Segments and Triggers. When you want a quick starting point and are not sure which attribute to use.
Standard Segments Pre-built segments covering traffic source (Direct, Referral, Paid Search, etc.), device type (Desktop, Tablet), visitor type (New, Returning), and operating system. For more information, see Using Standard Segments in Wingify. Most A/B and MVT tests where a broad, pre-defined audience is sufficient.
My Segments Segments you or your team have saved in Data360, based on custom attributes, cookies, query parameters, geo, browser, and more. When you have already built and saved reusable audiences in Data360.
Custom Segment Build a new segment from scratch using the attribute-based condition builder. For more information, see Defining Custom Visitor Segments in Wingify. When you need a one-off audience that does not exist in My Segments.

Note: Segment selection applies at the campaign level, not per page group. All page groups in the campaign share the same audience segment.

Select a Saved Segment (My Segments)

  1. Click My Segments in the left tab of the segment picker.
  2. Browse the list or type in the Search bar to filter by name.
  3. Click a segment name. A preview of its conditions appears on the right panel, for example, All Visitors where Weather Is equal to Clear.
  4. Click the segment name again or press Apply (if shown) to apply it.

The Segments section on the Targeting page updates to display the selected segment name.

Create a Custom Segment

  1. Click Custom Segment in the left tab.
  2. The condition builder opens. The base audience defaults to All Visitors.
  3. Click the attribute dropdown, which defaults to Landing Page URL. The attribute picker opens with five tabs: Attributes, Standard Events, My Events, Integrations, and My Segments.
  4. Select the attribute that defines your condition. A description and category appear on the right to confirm your choice.
  5. Set the operator, for example, "=" , "contains", and enter the value.
  6. To add more conditions, click + Add another condition. Multiple conditions are combined with AND logic.
  7. Enter a Segment Name (up to 40 characters) in the field at the top of the overlay.
  8. Optionally click + Add description to add a note.
  9. Click Save Segment to save it to My Segments for future use, or click Apply to apply it to this campaign only without saving.

Tip: Once applied, the segment name appears in the Segments section as Custom. To edit it later, click the dropdown arrow next to the segment name.

Configure Triggers

Triggers define the event that causes the campaign to activate for a visitor. The default trigger is Page Viewed, meaning the campaign activates as soon as a visitor lands on a campaign page.

To change the trigger:

  1. In the Triggers section, click the edit icon next to the current trigger name, for example, Page Viewed. The trigger picker opens. The trigger picker has three tabs in addition to Copilot (Early Access):
Tab What it contains
Standard Triggers Pre-built triggers: Page Viewed, Engagement, When a new session is created, Page Scroll, Leave Intent, Custom Trigger, When a campaign variation is shown, When a campaign goal is executed, and more.
My Triggers Triggers you have created and saved. If none exist yet, this tab shows a "No triggers found!" state with an option to create one.
Custom Trigger Build a new trigger from scratch using events and conditions specific to your campaign.

Create a Custom Trigger

  1. Click Custom Trigger in the left tab of the trigger picker.
  2. In the Trigger Definition area, set when the trigger fires using the Immediately / After dropdown. Immediately fires the moment the visitor performs the event, whereas After fires after the event has happened a defined number of times.
  3. Click the event field, which defaults to Page Visit, to open the event picker. Two tabs are available: Standard Events and My Events. For more information, see Working with Events in Wingify.
  4. Select the event. Its name and description appear on the right. Click Apply to confirm.
  5. Optionally click + where to add attribute-level filters, for example, fire only when a specific URL parameter is present.
  6. Click + Add another condition to chain multiple event conditions.
  7. Click Save Trigger to save it to My Triggers. Enter a Trigger Name (up to 40 characters). Alternatively, click Apply to apply it to this campaign only.

For more information, see Working with Triggers in Wingify.

Set Frequency

Frequency controls how often a visitor who qualifies for the campaign (matches the segment and trips the trigger) will actually be shown the campaign. A visitor can match all targeting conditions and still not see the campaign again if the frequency setting prevents it.

Click the Frequency dropdown and select one of the following options:

Option Behavior Best used for
Always (default) Campaign displays every time the visitor meets the targeting conditions. Persistent experiences: banners, inline content changes, site-wide personalizations.
Once per visitor Campaign displays only once per visitor, across all sessions. The visitor never sees it again after the first exposure. Onboarding flows, welcome messages, one-time announcements.
Once per session Campaign displays once per session. If the visitor returns in a new session, they see it again. Session-scoped promos, pop-ups, or limited-time offers.
Once per day Campaign displays at most once every 24 hours per visitor. Resets daily. Daily offers, messages that refresh each day.
At regular intervals Campaign displays repeatedly but only after a defined interval (Days, Hours, or Minutes) since the visitor last saw it. Recurring reminders, nudges, or retargeting messages.

Tip: For standard A/B and MVT tests where you want every visit counted, leave Frequency set to Always. Once per visitor or Once per session are better suited to Personalization campaigns or tests where repeated exposure would skew results.

Configure Settings

The Settings sub-section controls how Wingify evaluates targeting and trigger conditions for returning visitors. These settings determine whether a visitor stays in (or out of) the campaign across multiple visits.

Check Targeting Conditions for a Visitor

Option Behavior
Once (default) Wingify evaluates targeting conditions when a visitor first qualifies and enters the campaign. Once bucketed, the visitor remains in the campaign on all future visits, even if they no longer match the segment. This ensures a stable, consistent test experience.
Every time Wingify re-evaluates targeting conditions on every visit. The visitor only sees the campaign when they actively match the segment. Use this when your targeting conditions are dynamic, for example, based on cart contents, session depth, or real-time custom attributes that change between visits.

Check Trigger Conditions for a Visitor

Option Behavior
Once (default) The campaign trigger is evaluated once per visitor. After the campaign activates for a visitor, Wingify does not re-check trigger conditions on subsequent visits.
Every time Wingify re-evaluates the trigger event on every visit. The campaign can re-activate each time the visitor triggers the specified event.

Tip: For most tests, keep both settings at Once. This gives you the most stable bucketing behavior and prevents visitors from unexpectedly entering or leaving the campaign mid-test. Switch to Every time only if your targeting or trigger logic depends on dynamic, session-level data.

Once you have configured all settings, you have two options at the bottom of the page:

  • Save Now: Saves your targeting configuration without leaving the page. The campaign remains in its current status.
  • Next: Saves and advances to the Integrations section. For more information on how to set them up, see Configure Advanced Campaign Configurations.

Important: You can return to the Targeting page at any time while the campaign is in the Draft stage. Once a campaign is running, changes to targeting conditions may affect ongoing experiment integrity. Review the impact before editing a live campaign.

Need more help?

For more information or further assistance, contact Wingify Support.

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