Visitor fields filter
The Visitor fields filter matches visitors by the data Personizely holds about them: contact details they submitted, consent, tracking fields and your own Custom fields. Use it to treat known subscribers differently from anonymous visitors, or to target by a value you collected, such as a quiz answer, a birthday or a preferred category.
Available on: all platforms.
How it's evaluated
The filter reads: Data matches all the following conditions. You add one condition per field, and the visitor matches only when every condition is true.
Most fields only have a value once the visitor is known to Personizely. A visitor becomes known when they:
- submit a Personizely form,
- are identified by your code with ply.identifyVisitor,
- have a value collected by a Parsers (data parsing engine) with the destination Visitor,
- arrive through a tracked email link, or log in to their Shopify customer account.
See Identifying visitors. Visitor data takes a moment to load at the start of a page view. Content that depends on it stays hidden until it has. When a visitor submits a form or is identified, their conditions are re-checked straight away, so a widget triggered later on the same page sees the new values.
Available fields
Group | Fields |
|---|---|
Contact | Email, First name, Last name, Company name, Company title, Phone, Address, Birthdate, Bio |
Consent | Marketing consent - Email and SMS, Email marketing consent, SMS marketing consent, Privacy consent |
Tracking | UTM Source, UTM Medium, UTM Campaign, UTM Term, UTM Content, First visited page, Referrer |
Custom fields | Every custom field you created in Settings → Custom fields, except archived ones |
The tracking fields hold the same remembered values used by the UTM parameters filter, Entry page filter and Referrer filter filters, and are available for anonymous visitors too. Referrer and First visited page are first-touch; each UTM field keeps the latest value seen for that parameter. See Remembered traffic-source values. For location, use the Location filter.
Operators
The operators depend on the field type:
Field type | Operators |
|---|---|
Text, email, phone, long text | is, is not, contains, does not contain, is empty, is not empty |
Number | is, is not, is higher than, is lower than |
Checkbox (including consent fields) | is checked, is not checked |
Dropdown, radio | is, is not, is empty, is not empty |
Multiple choice | includes, does not include, is empty, is not empty |
Date, date and time | is on, is not on, is before, is after, was yesterday, is today, is tomorrow, is this week, last week, is next week, is this month, last month, is next month |
Behavior details
- Empty until known. For an anonymous visitor, contact, consent and custom fields are empty. "Email is empty" is a simple way to target visitors you don't know yet; "Email is not empty" targets known ones.
- Text comparisons are exact and case-sensitive. No wildcards or regular expressions.
- Multiple choice. includes with several options matches only when the visitor selected all of them. does not include matches when they selected none of them.
- Dates use the visitor's time zone. "is today" and "is this week" are judged by the visitor's device date. Weeks run Monday to Sunday.
- Dates include the year. Date operators compare the full date. A Birthdate of 14 May 1990 matches "is on 14 May 1990", but "is today" doesn't match on 14 May of later years.
- Values change when the visitor does. A new form submission or identify call overwrites a field's value, and the new value applies from that moment.
- Same data in text. Field values can be inserted into widgets and campaigns with Dynamic text (personalization variables), for example {visitor.firstName or 'there'}.
Examples
- Hide the signup popup from subscribers: a newsletter popup with a Target rule "Show to" a target with "Email is empty".
- Quiz-based personalization: a quiz stores the answer in the custom field "Skin type". A personalization shows a different homepage hero for "Skin type is Dry" and "Skin type is Oily".
- Consent-aware offer: "Email marketing consent is not checked" plus "Email is not empty", for a popup that asks known visitors to opt in to email marketing.