Target your web survey - a basic guide

Target your website surveys to specific times, a certain group of visitors, pages with the right frequency

Agnieszka avatar
Written by Agnieszka
Updated over a week ago

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:

Go to the Target tab

To set up targeting conditions, go to the Edit > Target section of your survey.

💡We have a knowledge base section devoted solely to Targeting. Dive into that documentation if you want to make sure your survey will be directed only to the right audience at the right time to collect the most relevant and valuable insights.

📽️ You can also check out our short video to see an overview of the Target tab.

The Target tab consists of three subsections, which we'll describe in more detail below.

Triggers

Under the Triggers sections of your website survey settings, you can define Where and When you'd like to launch your survey. This way, you can ensure your surveys are triggered only on the most relevant locations and moments.

Where should the survey appear

Lets you manage the URLs the survey should be displayed on. You can trigger surveys under the following conditions:

  • On all pages

  • On only certain pages

You can include or exclude pages simultaneously and set up different conditions based on different parameters.

When should the survey appear

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.

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.

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.

Frequency

Under the Frequency tab, you can pick the frequency with which you'd like to show your survey.

You can set up different behaviors based on user interaction with your survey.

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 disappear and only appear when the user enters your website again. 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: Visitors will still see the survey when they move on to another page until the visitor responds to the survey or closes it. 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: 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.

If your visitor has responded to the survey, you can either choose to never show the survey again, or, on some of the paid plans, set up a recurring survey condition to let your visitor be able to retake the same survey at specific frequencies (the Schedule recurrence option), or Every time a respondent matches required criteria:

Survey frequency if you run multiple surveys on your website: You can set a number of days / weeks / months / years that should pass after we’ve shown one website survey to a respondent before we’ll show the next one to this person.

💡 You can also set up the web survey throttling for the whole workspace in Surveys settings -> Web surveys -> Survey 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. Whereas the setting on survey level (in the Target > Frequency tab) can override this global setting.

📌 Some of the above mentioned features are available on some of our plans.

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.

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