Tagging allows you to target visitors who have interacted with your previous surveys. Tags can be added to visitors who:
have given a specific answer,
participated in a specific survey.
Tags are stored in profiles created for every visitor to your website.
Targeting based on tagging allows you to build personalized experiences for your respondents. The list of use cases is endless, so there are only a couple of examples:
exclude visitors unwilling to answer your further surveys,
collected feedback on different stages of experience based on the previous answer,
segment users to target only those using a specific feature.
How do you tag respondents based on specific answers?
1. Enable the tagging feature from the Connect tab:
and click Connect:
2. Go to your survey, select the question you want to tag, and head to Settings:
In Tagging write tags in empty spaces and click + Create "your tag name" to add the tag.
Each answer can be tagged with multiple tags;
Tag can't have spaces, but you can separate words with an underline or a dash;
You can add tags to any question type.
💡 If you want to target people who finished your survey, you should tag all answers in the last question with the same tag, such as NPS-survey-completed.
❗️Please note that tags are assigned to the browser where the respondent answered the survey. If someone later uses a different browser, or incognito mode, or clears their browser data, we won't be able to recognize them by the tag to later exclude or include them in following surveys.
How to set up targeting based on tagging?
1. In the second Website or in-product survey, which should appear only to users with or without certain tags, set up tagging-based targeting.
Go to the Audience tab, click +Add audience and choose the audience type:
2. Give your audience a name and click Create Audience. Then, click Add filter and pick Tags under User properties:2. Give your audience a name and click Create Audience. Then, click Add filter and pick Tags under User properties:
3. Here, pick whether you'd like to include or exclude the user with specific tags:
4. Type in the tag or tags you want to include or exclude from your survey and click Create Audience:
You can add more filters to a specific audience by clicking Add filter.
❗️Remember! You have to enable the audience to display the survey properly!
📌 If you have two or more audiences enabled, we trigger the surveys to all enabled audiences. Keep in mind that a survey can use only one type of targeting:
a Visitors audience (frontend targeting) can’t be combined with Users or Manual audience (CSV upload) (backend targeting), while Users and Manual audiences can be enabled together.
Learn more in Set up an Audience for your Website or in-product survey.
💡 You can also tag respondents of Email or Shareable link and of Website or in-product surveys if they answer a chosen question. In this case, the tags will be saved in Survicate and allow you to better Filter the responses.
Best practices
Combine filters
Add more filters to the same audience to narrow it down. For example, combine Tags with Visited URLs to ask detractors about a specific page. See all available filters in Define your Website survey's audience by targeting based on visitor filters.
Not sure which audience type to pick?
📞 If you have any questions or need assistance - feel free to reach out to our team via chat or email: support@survicate.com.