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What are Targeted Overlays? How do I set one up?
Setting Up Overlays
Targeted Overlays allow you to display an image or HTML to site visitors when they enter or leave Permutive cohorts. To set up a Targeted Overlay, go to Cohort Activation and click '+Add Activation.'
From there you can select Targeted Overlay:
Image Overlays
Image overlays show an image, which when clicked takes the user to a URL of your choice.
To create an Image Overlay, you need to have a URL for an image you've hosted somewhere, and the link you wish the image to follow.
Here's some more information about each of the fields you need to fill in:
- Image URL: The URL of the image you want to display in the overlay
- Image Link: The URL you want the user to go to, when they click the overlay.
- Opacity: How transparent you want the background behind the overlay to be.
- Transition Speed: The time you want it to take for the overlay to fade in and out.
- Target this activation to: The cohort you want to see this activation.
- On Entry / On Exit / Every Time: When you want the overlay to be displayed. On entry to a cohort, when a user exits a cohort, or every time they visit a page while in that cohort.
- Context Criteria: Explained below
HTML Overlays
HTML overlays are similar to Image Overlays, but allow you to insert custom HTML instead of static images.
Here's some more information about each of the fields you need to fill in:
- Code: The code you want to be included inside the overlay. Although it is HTML that will be shown, you can also include Style tags. Script tags are not supported.
- Opacity: How transparent you want the background behind the overlay to be.
- Transition Speed: The time you want it to take for the overlay to fade in and out.
- Target this activation to: The cohort you want to see this activation.
- On Entry / On Exit / Every Time: When you want the overlay to be displayed. On entry to a cohort, when a user exits a cohort, or every time they visit a page while in that cohort.
- Context Criteria: Explained below
Reporting
When using Targeted Overlays, you can track impressions and conversions on the overlays. Conversions mean clicks on the overlay.
Conversions are tracked automatically when using the Image overlay. If you're using HTML you'll need to add a custom JavaScript tracking of conversion() when the overlay is clicked. Get in touch if you'd like help setting this up.
Context Criteria
Context criteria is a way of limiting who sees an overlay based on their current context. This could be their location, referrer, IP address or anything. You can set context variables in JavaScript, then reference them in your overlays. This usually requires a developer, so it's best to get in touch with us first to guide you through the process.
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