{"id":166362,"date":"2023-07-10T11:33:43","date_gmt":"2023-07-10T15:33:43","guid":{"rendered":"https:\/\/optinmonster.com\/?post_type=optinmonster_docs&#038;p=166362"},"modified":"2025-08-08T11:25:39","modified_gmt":"2025-08-08T15:25:39","slug":"how-to-create-and-import-saved-rulesets-in-optinmonster","status":"publish","type":"optinmonster_docs","link":"https:\/\/optinmonster.com\/docs\/how-to-create-and-import-saved-rulesets-in-optinmonster\/","title":{"rendered":"How to Use Rulesets in OptinMonster"},"content":{"rendered":"\n<p>OptinMonster makes it easy to use, manage, and save Rulesets to quickly apply Display Rules to new campaigns. This allows you to easily configure conditions for where and how your campaign should appear to visitors.<\/p>\n\n\n\n<p>In this article, you\u2019ll learn how to use and manage Rulesets, including Saved Rulesets.<\/p>\n\n\n\n<p><em><strong>Before you start<\/strong><\/em><em>, <\/em>we use specific terms related to Rulesets that are helpful to become familiar with.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A <strong>Rule<\/strong> contains a condition that allows or prevents a campaign from appearing.<\/li>\n\n\n\n<li>A <strong>Ruleset<\/strong> is a group of Rules. You can create multiple Rulesets with completely different Rules if desired.<\/li>\n\n\n\n<li><strong>Saved Rulesets<\/strong> are user-created, custom Rulesets that you can save and import to easily apply a set of Rules. Saved Rulesets are especially helpful when you wish to quickly apply the same Rules to multiple campaigns in your account.<\/li>\n<\/ul>\n\n\n\n<p>Each Ruleset is evaluated on its own, independent of any other Rulesets. As long as the conditions within an individual Ruleset are true, the campaign will be allowed to appear.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Rulesets<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"add\">Add a Ruleset<\/h3>\n\n\n\n<p>To add a new Ruleset, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the <strong>Display Rules<\/strong> view in the campaign builder.<br><img decoding=\"async\" width=\"800\" height=\"560\" class=\"alignnone size-full wp-image-180093\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/display-rules-view.jpg\" alt=\"Navigate to the Display Rules in the OptinMonster campaign builder.\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/display-rules-view.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/display-rules-view-300x210.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/display-rules-view-768x538.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n\n\n\n<li>Each campaign starts with a Default Ruleset that you can customize. To add an additional Rulesets, select the <strong>Add New Ruleset<\/strong> button from the left sidebar.<br><img decoding=\"async\" width=\"800\" height=\"564\" class=\"alignnone size-full wp-image-180462\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/04\/add-a-new-ruleset.jpg\" alt=\"Add a Ruleset to your OptinMonster campaign.\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/04\/add-a-new-ruleset.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/04\/add-a-new-ruleset-300x212.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/04\/add-a-new-ruleset-768x541.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n\n\n\n<li>Enter a name for your new Ruleset in the field provided, then select the&nbsp;<strong>checkmark&nbsp;<\/strong>icon to save the Ruleset.<br><img decoding=\"async\" width=\"778\" height=\"556\" class=\"alignnone size-full wp-image-180483\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/save-new-ruleset.jpg\" alt=\"Save new ruleset.\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/save-new-ruleset.jpg 778w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/save-new-ruleset-300x214.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/save-new-ruleset-768x549.jpg 768w\" sizes=\"(max-width: 778px) 100vw, 778px\" \/><\/li>\n\n\n\n<li>Your new Ruleset will appear as list item in the left sidebar. The currently-selected Ruleset will display <strong><em>(editing)<\/em><\/strong> next to its name.<br><img decoding=\"async\" width=\"800\" height=\"534\" class=\"alignnone size-full wp-image-180481\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/editing-ruleset.jpg\" alt=\"Editing ruleset indicator.\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/editing-ruleset.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/editing-ruleset-300x200.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/editing-ruleset-768x513.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"rename\"><span id=\"How_to_Rename_a_Ruleset\" class=\"ez-toc-section\"><\/span>Rename or Delete a Ruleset<\/h3>\n\n\n\n<p>To rename or delete a Ruleset, hover over the name of the Ruleset and select the&nbsp;<strong>pencil icon<\/strong> to edit, or the&nbsp;<strong>trash icon<\/strong> to delete. When deleting a Ruleset a popup modal will appear asking you to confirm the action.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"delete\"><img decoding=\"async\" class=\"alignnone size-full wp-image-180482\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/edit-delete-ruleset.jpg-16-44-39-206.jpg\" alt=\"Rename or delete ruleset.\" width=\"800\" height=\"514\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/edit-delete-ruleset.jpg-16-44-39-206.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/edit-delete-ruleset.jpg-16-44-39-206-300x193.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/edit-delete-ruleset.jpg-16-44-39-206-768x493.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/h4>\n\n\n\n<div class=\"alert-box alert-yellow\">\n<p class=\"alert-box-title\">Note:<\/p>\n\n\n\n<p>Each campaign must have at least one Ruleset. If your campaign only has one Ruleset, you will not be able to delete it until you create a new Ruleset.<\/p>\n\n\n\n<p class=\"is-style-arrow-link has-link-color\"><\/p>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Saved Rulesets<\/h2>\n\n\n\n<p><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/FmA5ufZ9_TY?rel=0\" width=\"800\" height=\"450\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Create a Saved Ruleset<\/h3>\n\n\n\n<p>To create a new Saved Ruleset, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In the <strong>Display Rules<\/strong> view of the campaign builder, click the<strong> Edit<\/strong> button for the Ruleset you would like to save.<br><img decoding=\"async\" width=\"800\" height=\"543\" class=\"alignnone size-full wp-image-180492\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/edit-ruleset.jpg\" alt=\"Edit Ruleset\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/edit-ruleset.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/edit-ruleset-300x204.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/edit-ruleset-768x521.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n\n\n\n<li>If you wish to modify the Ruleset conditions in any way before saving do so now.<\/li>\n\n\n\n<li>When you are ready to save the Ruleset, click the <strong>Save Ruleset<\/strong> button.<br><img decoding=\"async\" width=\"800\" height=\"543\" class=\"alignnone size-full wp-image-180491\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/save-ruleset.jpg\" alt=\"Save Ruleset\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/save-ruleset.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/save-ruleset-300x204.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/save-ruleset-768x521.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n\n\n\n<li>A popup modal will open where you can give your Saved Ruleset a unique Title and add custom notes. When you&#8217;re done filling out the details of your Saved Ruleset, click the <strong>Save Ruleset<\/strong> button.<br><img decoding=\"async\" width=\"800\" height=\"758\" class=\"alignnone size-full wp-image-180489\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/save-ruleset-modal.jpg\" alt=\"Save Ruleset in OptinMonster\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/save-ruleset-modal.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/save-ruleset-modal-300x284.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/save-ruleset-modal-768x728.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n\n\n\n<li>You&#8217;ll now find your new Saved Ruleset available from the <strong>Import Ruleset<\/strong> and&nbsp;<strong>Manage Rulesets<\/strong> modal windows.<br><img decoding=\"async\" width=\"1954\" height=\"1330\" class=\"alignnone wp-image-180485 size-full\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/manage-rulesets.gif\" alt=\"Manage Rulesets\"><\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Import a Saved Ruleset<\/h3>\n\n\n\n<p>To import a Saved Ruleset into a new campaign, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In the&nbsp;<strong>Display Rules<\/strong> view of the campaign builder, click the<strong> Edit<\/strong> button from the Display Rules Summary view.<br><img decoding=\"async\" width=\"800\" height=\"543\" class=\"alignnone size-full wp-image-180492\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/edit-ruleset.jpg\" alt=\"Edit Ruleset\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/edit-ruleset.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/edit-ruleset-300x204.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/edit-ruleset-768x521.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n\n\n\n<li>Next, click the <strong>Import Ruleset<\/strong> button.<br><img decoding=\"async\" width=\"800\" height=\"541\" class=\"alignnone size-full wp-image-180490\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/import-ruleset.jpg\" alt=\"Import Ruleset\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/import-ruleset.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/import-ruleset-300x203.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/import-ruleset-768x519.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n\n\n\n<li>A popup modal will appear with all of your saved Rulesets. Locate the Ruleset you would like to import and click the import option <strong>Add as New<\/strong>,&nbsp;<strong>Add to Existing<\/strong>, or&nbsp;<strong>Replace Existing<\/strong>.<br><img decoding=\"async\" width=\"800\" height=\"375\" class=\"alignnone size-full wp-image-180488\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/import-ruleset-options.jpg\" alt=\"Import Ruleset Options in OptinMonster\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/import-ruleset-options.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/import-ruleset-options-300x141.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/import-ruleset-options-768x360.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\n<ul class=\"wp-block-list\">\n<li><strong>Add as New<\/strong> &#8211; Import the Ruleset new without overwriting the Ruleset you are currently editing.<\/li>\n\n\n\n<li><strong>Add to Existing<\/strong> &#8211; Import the Ruleset and add to the existing conditions of the Ruleset you are currently editing.<\/li>\n\n\n\n<li><strong>Replace Existing<\/strong> &#8211; Import the Ruleset and replace all existing conditions of the Ruleset you are currently editing.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>When you&#8217;re finished,&nbsp;<strong>Save<\/strong> your campaign.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Managing Saved Rulesets<\/h3>\n\n\n\n<p>To manage existing Saved Rulesets, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In the&nbsp;<strong>Display Rules<\/strong> view of the campaign builder, select the Manage button from the left sidebar.<br><img decoding=\"async\" width=\"800\" height=\"387\" class=\"alignnone size-full wp-image-180487\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/manage-rulesets.jpg\" alt=\"Manage Rulesets in OptinMonster\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/manage-rulesets.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/manage-rulesets-300x145.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/manage-rulesets-768x372.jpg 768w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/manage-rulesets-620x300.jpg 620w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n\n\n\n<li>The Manage Rulesets popup modal will open where you can <strong>Rename<\/strong>, <strong>Duplicate<\/strong>, or <strong>Delete<\/strong> any Saved Rulesets.<br><img decoding=\"async\" width=\"800\" height=\"348\" class=\"alignnone size-full wp-image-180486\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/edit-ruleset-options.jpg\" alt=\"Edit Ruleset Options\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/edit-ruleset-options.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/edit-ruleset-options-300x131.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/edit-ruleset-options-768x334.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><br><\/li>\n<\/ol>\n\n\n\n<div class=\"alert-box alert-yellow\">\n<p class=\"alert-box-title\">IMPORTANT:<\/p>\n\n\n\n<p>Deleting a Saved Ruleset will remove the Ruleset from your OptinMonster account completely, for you and all sub-account users. Any campaigns using the deleted Ruleset will retain their display rules, but the deleted Ruleset will not be able to be imported to any future campaigns. You will need to recreate and resave the Ruleset to import it into campaigns.<\/p>\n\n\n\n<p class=\"is-style-arrow-link has-link-color\"><\/p>\n<\/div>\n\n\n\n<div class=\"alert-box alert-yellow\">\n<p class=\"alert-box-title\"><\/p>\n\n\n\n<p>If you would like to simply remove any rule(s) found in a Ruleset from a particular campaign, click the trash can icon next to the individual display rule(s) to remove.<\/p>\n\n\n\n<p class=\"is-style-arrow-link has-link-color\"><\/p>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">FAQs<\/h2>\n\n\n\n<h5 class=\"wp-block-heading\">Can I bulk-apply a Saved Ruleset to multiple campaigns at one time?<\/h5>\n\n\n\n<p>It&#8217;s not possible to bulk-apply settings, including Saved Rulesets, to multiple campaigns at this time. You&#8217;ll need to edit each individual campaign to apply the Saved Ruleset(s) you wish to use.<\/p>\n\n\n\n\n\n<h2 class=\"wp-block-heading\">Troubleshooting<\/h2>\n\n\n\n<h5 class=\"wp-block-heading\">I can\u2019t access some Saved Rulesets, why not?<\/h5>\n\n\n\n<p>If you are logged-in as a&nbsp;<a href=\"https:\/\/optinmonster.com\/docs\/how-to-use-optinmonsters-sub-accounts\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Sub-Account User<\/a>, check with your account Owner that you have been granted permission to access the specific Saved Rulesets you are looking for.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>OptinMonster makes it easy to use, manage, and save Rulesets to quickly apply Display Rules to new campaigns. This allows you to easily configure conditions for where and how your campaign should appear to visitors. In this article, you\u2019ll learn how to use and manage Rulesets, including Saved Rulesets. Before you start, we use specific&nbsp;&hellip;<\/p>\n","protected":false},"author":4657,"comment_status":"open","ping_status":"closed","template":"","documentation\/categories":[28201],"documentation\/tags":[31399,31498,31415,31411,31401,31422],"class_list":["post-166362","optinmonster_docs","type-optinmonster_docs","status-publish","hentry","categories-display-rules"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/166362","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation"}],"about":[{"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/types\/optinmonster_docs"}],"author":[{"embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/users\/4657"}],"replies":[{"embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/comments?post=166362"}],"version-history":[{"count":17,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/166362\/revisions"}],"predecessor-version":[{"id":206365,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/166362\/revisions\/206365"}],"wp:attachment":[{"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/media?parent=166362"}],"wp:term":[{"taxonomy":"categories","embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/categories?post=166362"},{"taxonomy":"internal_tags","embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/tags?post=166362"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}