Survey frequency allows you to collect regular feedback from the same respondents while ensuring that they don't see the survey more often than you'd like them to based on visitors' reactions to the widget.
With survey frequency, you can:
track the change in your visitors' satisfaction by running an NPS survey periodically;
decide to show the survey again instantly, every day, week, month, or quarter;
ensure that visitors don't see a survey again if they closed it, so they don't feel overwhelmed by the pop-ups on your website;
create just one survey and show it to respondents many times without the need to pause it and enable it again.
In this article, you'll learn how to set up your website survey to appear as often as you want, always to have up-to-date feedback to act on and improve your website.
📌 This feature is available on some of the plans. Please visit our Pricing page or reach out to us to learn more by dropping us a line at sales@survicate.com or talking to us on chat 👉.
Step 1. Create a website survey
1. Create a new Website or in-product survey. You can either set up a survey of your own (start from scratch), select a survey from our templates library (start from template), create a survey with AI, or import questions you prepared before:
2. Customize your widget style and colors in the Create tab, and make your survey entirely branded as your own! You can change the placement of the survey on the page and modify your survey messages.
Step 2. Set the survey frequency if the visitor hasn't responded
1. Under the Target > Frequency tab, you can pick how often you'd like your survey to appear and set up recurrency based on your users' interactions with your survey.
2. You can decide how often your survey will be displayed to specific visitors who haven't responded yet. The visitor will see the survey when the targeting conditions match.
👉 Show the survey again, but during the next visit to the website: If your visitor moves on to another page without closing or responding to the survey, it will appear again when the user returns to your website. You can optionally set a limit on how many times a respondent who hasn’t answered the survey will see that survey.
👉 Continue showing the survey until the user responds or closes it: The survey will be visible all the time until the visitor responds to the survey or closes the survey. Here, you can also optionally set a limit on how many times a respondent who hasn’t answered the survey will see that survey.
👉 Never show the survey again: The visitor will see the survey until they move to another page, respond, or close it.
Step 3. Set the survey frequency if the visitor has responded or closed the survey
1. Head to the Target > Frequency tab and scroll down to the If the user has responded or closed the survey section.
2. You can choose how often to show your survey to visitors who have already responded or closed the survey.
👉 Never show the survey again: The visitor will not see the survey again if he closes or answers the survey.
👉 Let the user take the survey multiple times on a recurring basis: If someone has responded to the survey, you can set up a recurring survey condition to enable them to retake the same survey at specific frequencies (the Schedule recurrence option) or Every time a respondent matches required criteria:
💡 The Every time a respondent matches required criteria setting permits visitors to retake the survey immediately after:
completing the survey.
closing the survey.
If a visitor reopens the survey in a new tab or refresh the page with this setting enabled, and all other targeting requirements are met, the survey will resume from where they left off.
💡 The Schedules recurrence setting works based on the below:
For the survey to be triggered periodically, all other targeting requirements must be met every time.
All data about a visitor's interactions with a survey is stored in LocalStorage. If a visitor clears their LocalStorage, the stored data will be reset and the survey will be triggered again even if the scheduled time to show the survey again hasn't passed.
Troubleshooting
I can see the survey more often than I should
If you enter the website where the survey is shown from another device or browser, the survey will be displayed as if you were a new visitor.
To prevent this, you can target a website survey once per user using JavaScript API.
Best practices
Make sure only a chosen group of visitors see your survey
Define your survey audience to ensure that only visitors with specific attributes, devices, or visit frequency can respond.
Target the survey on specific URLs or show it with a delay
Choose to show your survey after someone has scrolled a part of your webpage when they're about to exit or only on some of your website's subpages. Visit our targeting basic guide to learn how to achieve this.
📞 If you have any questions about setting up the survey frequency - feel free to contact our team via chat or email: support@survicate.com.