Website widget targeting settings explained

You can decide to show your survey only when some specific conditions are met. To set up these conditions, go to Edit > Settings section of your survey

How to set up where should the survey appear

By default, your survey will be displayed on all pages of your website. If you want to display the survey on a specific page, go to Survey settings > Where should the survey appear? You need to choose the Display only on chosen pages option.

You can see two options: display survey on pages and don't display survey on pages. You can apply both conditions for one survey so that it only shows on a specific group of pages, excluding some of them.

Between display survey on pages and don't display survey on pages, there is an 'AND' logical conjunction.

For example, if you were selling solutions for several industries, and wanted to show your survey to everyone visiting solutions.org/industry excluding those interested in security, your conditions would be:

How every type of condition works

As you can see below, we have various kinds of conditions applicable to the site's URL.

Equals lets you show your survey only on the specific page. For instance, if you want to survey customers viewing a certain software feature, or a particular product. The survey won't be displayed on any site that doesn't exactly match the URL, which means when you pick the equals condition for solutions.org/pricing/ the survey won't be viewed on solutions.org/pricing/free

Starts with is for displaying surveys on pages beginning with a specific piece of URL. This way you can, for example, target everyone checking your pricing by visiting solutions.org/pricing/ or target only users of your online app with app.solutions.org

Ends with lets you display surveys only on pages which have a URL ending with a specific string of characters. For instance, when you want to target people looking for a certain feature of your software you can use ends with: feature so no matter how the URL changes if it ends with feature the survey will be displayed.

Contains is for displaying surveys on pages containing a particular string of characters. This way, you can, for example, target everyone visiting your /cart/ regardless of a product they've chosen or the page they came from. 

Matches RegEx is a condition that should be used only when you or your developer know how to use Regular Expressions properly. Regular Expressions allow people to search for certain strings of characters and pieces of information in a line of code. With Survicate you can use them to target specific sets of pages without applying a number of different rules. 

. The Dot is used when you want any character to match. For example, if you have .a regex it will match all the bold letters from the following string (car, leaf, spear).

* The Star symbol matches zero or more of preceding character (ex. a*r regex matches the following: car aaaaar lure).

+ The Plus is similar to a star, but matches one or more character. It means that in the following string regex a+r will match: car aaaaar lure.

.* Dot-star matches any string of characters. For instance, if you want to target all visitors that have used your coupon, you can write a piece of Regex

coupon=.*

and regardless of coupon number (ex. coupon=132, coupon=9074217, coupon=4238) it will match.
\ The Backslash lets you escape the special characters. For example, if you need to escape the dots function: solutions\.com means solutions -dot- com, not solutions -any character- com. You will also need to escape slashes (/) so that solutions.com/industry/security in RegEx will like this: 

solutions\.com\/industry\/security

? The Question mark is for marking preceding characters as optional, for example if you want to match subdomain.solutions.com as well as solutions.com you should write your RegEx like this:

(subdomain\.)?solutions\.com

So the subdomain. will be optional.
(   ) The Brackets are for grouping specific items together, as shown in the previous example where the whole string in brackets  (subdomain\.) placed before the ? was optional.
| The Vertical Bar (or Pipe symbol) allows you to match more than one element, for instance, the RegEx

solutions\.com\/industry\/(security|it)

Will match either solutions.com/industry/security or solutions.com/industry/it.

Remember to put the elements you want to match in brackets!

Targeting only those pages that have a specific string in their URL

If you want to target every page that contains a specific word, use (?=stringyouwantinURL) around the word, for instance, the word feature in the code

.*(?=feature).*

Will match

solutions.com/feature
solutions.com/industry/energy/feature?documentation.html

but won't match URLs like:
solutions.com/industry/pricing
solutions.com/help/?q=account

Excluding the pages that don't have a specific string in their URL

If you want to exclude every page that contains a specific word, use (?!stringyoudontwantinURL) around the word, for instance the word feature in the code

.*(?!feature).*

Will match
solutions.com/industry/pricing
solutions.com/help/?q=account

but won't match:
solutions.com/feature
solutions.com/industry/energy/feature?documentation.html

For more info please visit these pages:
https://regexone.com/
https://regexr.com/

It’s also possible to Close survey when URL changes which is useful for Single Page Apps. To do that, enable the checkbox at the bottom of this section.
If you are running multiple website surveys, it's crucial to make sure each of them have different trigger settings. When you have two or more surveys running with the same conditions, none of them will be triggered. To test your visitor's reaction to different surveys, you can always use our A/B testing feature.

Setting when the survey should appear

You can easily specify when to show your survey. For instance; you can use exit intent surveys to determine why visitors do not convert or why they bounce.

Here are the most popular use cases for available options:

  • Right after the page loads

This option is the best for grasping the first impression or asking for a source visitor has accessed your website from.

  • When a user has been on the page for a specific period

The best option in most cases- makes the surveys less obtrusive by letting the visitor adapt to a page and then displaying a survey. Most of our users choose around 5 second period, but some display a survey after 20-30 seconds.

  • On exit intent

This option allows you to display a survey when a visitor is about to leave the page, moving the cursor towards the address bar or to close the tab. It's the best moment to ask your clients why didn't they settle a payment or left a cart.

  • When a visitor has scrolled percentage of a page

It's the best way to check if your website was clear and provided sufficient information, or if they are interested in having a call about the feature they just have read about.  

Exit intent surveys do not work if the person is viewing the survey on a mobile device. There is no way to detect when a person is about to leave your website on mobile so no survey is triggered.

Setting how often should the survey appear

To avoid a meddlesome appearance, you might want to show your survey with less frequency - or simply close it if they move on.

With Survicate surveys you can decide how often your survey will be displayed to specific visitors.

  • Only once per visitor – widget will be displayed only once, and even if a user doesn't interact with a survey in any way, it will not be shown to them again
  • Only once per visit – if the visitor sees the widget, doesn’t react and moves to another page they won’t be seeing the widget until the next visit
  • Continue showing until a visitor reacts – the widget will be launched every time a visitor meets targeting rules unless he answers or closes it
Closing a survey is also considered a reaction. Therefore if your visitor closes the pop-up - they will not see the survey again.

Targeting a percentage of your traffic

To enable visitors sampling, go to "Who should see your survey" and change the Show survey to X % of visitors field. There you can specify how many visitors should see it and then click the Save button.

Showing a survey after a JavaScript event

JavaScript triggers allow you to display a survey after clicking a button or encountering any JavaScript events on your website or app. This allows you:

  • Target users that added a specific product to their basket or used a coupon in the cart, so you can increase a conversion rate and increase your sales,
  • Show survey on a specific section of your dashboard/app to inquire about your user's experience,
  • Add a specific button in the navigation of your apps, to call the feedback dialog.

How to use these triggers?

You need to start a specific script upon an action:

_sva.showSurvey(id, options);

Where id is a survey ID, visible in the URL when you Edit a survey:


Options are a parameter used to specify the display details. Please ask a developer to install these triggers-  it should take just a few minutes of their work. To make sure it works properly provide them with this JavaScript documentation

If you choose to display a survey using JavaScript you don't have to set up the targeting. However, if you have the targeting set up, widget will be displayed while conditions are met OR on the JavaScript event.
You can also target your visitors by creating custom visitor segments for more precise sampling:

Targeting your visitors with custom segments


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