Display rules
Control which pages show the widget, and to whom.
Open Widget → Display rules.
Install the widget everywhere, then use these rules to decide where it actually shows. This is far easier to maintain than editing page templates.
URL rules
Show or hide the widget by URL.
Contains
/pricing
Any URL with /pricing in it.
Starts with
/blog
Every page under /blog.
Exactly matches
/contact
That one page only.
Does not contain
/checkout
Everywhere except checkout.
Hiding the widget on checkout, login and account pages is a common and sensible default — those visitors have already converted, and a callback prompt is a distraction.
Rule order
Rules are evaluated in order, and the first match decides the outcome. If a page seems to ignore a rule, check whether an earlier rule already matched it.
Device rules
Show the widget on desktop only, mobile only, or both.
Consider mobile carefully. A floating button takes real estate on a small screen, but a mobile visitor is holding a phone — the friction between "I want to talk to someone" and an actual call is lower than on desktop.
Timing rules
Delay the widget's appearance until the visitor has been on the page for a set time, or has scrolled a certain distance. Both are ways of waiting until someone is engaged rather than interrupting immediately on arrival.
Visitor rules
Where supported, target by traffic source or whether the visitor is new or returning. Showing a different message to someone arriving from a paid ad than to a returning customer is a straightforward way to lift conversion.
Testing your rules
After changing rules:
Open the page in a private/incognito window.
Check the widget appears, or does not, as intended.
Test a page that should not show it — verifying only the positive case is how over-broad rules get missed.