It is crucial that you display your survey to the right people. The better you segment your visitors, the higher your response rate will be. It's worth targeting each survey at only those of your visitors who are likely to contribute meaningfully. You can use targeting for many reasons:
Inquire about a specific page on your website;
Identify why your visitors are bouncing and not converting;
Target your surveys after specific actions on your website;
Target your surveys only to a group of users depending on their attributes, cookies, language, and many more;
Trigger your surveys on a specific frequency to ensure continuous feedback.
In this article, we'll show you the targeting options. If you need help with creating your survey, check out the previous steps:
Set up targeting
Targeting settings are split between two tabs of your survey:
Configure: where and when the survey appears, and how often it’s shown (Pages, Triggers, and Frequency),
Audience: who should see the survey
Configure
In the Configure tab, you’ll find three sections in the left-hand menu: Pages, Triggers, and Frequency. We’ll describe each of them below.
Pages
Lets you manage the URLs the survey should be displayed on. You can trigger surveys under the following conditions:
All pages
Only on certain pages
You can include or exclude pages simultaneously and set up different conditions based on different parameters.
Learn more: Where should the survey appear.
Triggers
By setting up the moments your visitors will see your surveys, you can ensure that you reach your customers only at the most relevant point of their visitor journey.
For instance, you can use exit-intent surveys to find out why visitors are bouncing or not converting or run surveys only on particular pages on your website, like the cart page or checkout page.
Frequency
Under the Frequency tab, you can pick the frequency with which you'd like to show your survey.
You can configure different behaviors based on user interactions with your survey.
If the user hasn’t responded
Decide what happens if the user doesn’t interact with the survey:
Show again on the next visit: If your visitor closes the browser tab without closing or responding to the survey, it will appear again when the user returns to your website.
Keep showing until answered or closed: Visitors will still see the survey when they move on to another page, until they respond to the survey or close it.
Never show the survey again: Visitors will see the survey once when the targeting conditions match. If they move to another page, respond, or close the survey, they will not see it again.
Maximum number of views per user (optional)
You can optionally set a limit on how many times a respondent who hasn’t answered or closed the survey will see it.
If the user has responded or closed the survey
Decide whether to show the survey again after the visitor completes or closes it.
Recurring - show multiple times.
Never show the survey again.
Recurrence type
Choose how recurring surveys are triggered:
Schedule recurrence: your visitor can retake the survey at specific frequencies. In Show after every, set the time between each recurrence. Optionally, in Stop after, set a limit on how long the survey can recur.
Every time a respondent matches required criteria.
💡 You can also set up the web survey throttling for the whole workspace in Settings ➡️ Throttling, which will determine the time frame between showing website surveys from your workspace to website visitors.
This will also apply to all new Website surveys in your Survicate workspace. The setting at the survey level (Frequency tab) can override this global setting.
❗️The Global throttling applies to each domain separately - meaning that, if you show website surveys on various domains, and a visitor enters them both, they may still see another survey on the second website. That's because domains don't share Local Storage.
📌 Some of the above-mentioned features are available on some of our plans.
Learn more: When should the survey appear
Audience
In the Audience tab, you can create user segments based on various parameters like the number of visits, visit source, language, attributes, and many more. Include filters you'd like to segment your audience.
You can add up to 50 filters to one audience.
Attributes: This enables you to target your users with the information you already know about them. Such as plan, demographics, department... Make sure to add attributes to your tracking code before selecting this option. You can add up to 50 attributes to the filter.
❗️To keep things safe and privacy-friendly, do not include any personal data (e.g. name, email, contact details) and specifically any special personal data (e.g. health data, political opinions) - if you include them in the attributes which are used for survey targeting, you are taking the risk of respondents' data being visible to unauthorized parties.It’s better to stick with general data: user types, subscription plans, or broad demographics.
Cookies: Enable you to include or exclude visitors based on cookies. Read more about targeting based on cookies.
Login Status: This option allows you to target surveys either to logged-in users or unknown visitors. If you want to use it, you need to enable ID tracking.
Language: Trigger your surveys based on your respondent's browser language.
Device: Target your surveys based on which device they are viewed from, desktop or mobile.
Tags: This allows you to target visitors who have seen or interacted with your previous surveys so you can build personalized experiences for your respondents.
Visit frequency: Include or exclude users based on how many times they've visited your website.
Visit source: Target visitors who are coming from different sources.
Visit depth: Target visitors based on the number of pages they have seen in the current session.
Visited URLs: Target only a group of visitors who have visited specific pages before.
You can additionally target your surveys only to a percentage of your traffic.
💡 You can save your audience to use it in other website surveys. In this case, changes to that audience will apply to all surveys running with that audience. You will be able to see if the audience is used in another survey under its name:
📌 If you have two or more audiences enabled, we trigger the surveys to all enabled audiences, which means a visitor who matches the conditions of one or the other audience will see the survey.
Next Step:
Best practices
Integrate your survey with your website optimization tool:
Send survey responses to Google Analytics as events to create custom visitor segments.
Associate survey responses with FullStory recordings and uncover the whys and wherefores of feedback you receive.
Save survey responses as Segment events and further send them to other destinations, use Segment-based data for detailed analysis.
Enable Slack integration to notify your team and act on feedback in real-time.
Run multilingual surveys
Try our automatic translations feature to show your respondent's surveys adjusted to their browser language and increase the response rate.
📞 If you have any questions or need assistance, feel free to reach out to our team via chat or email: support@survicate.com.