It is extremely important that you display your survey to the right people. The better you segment your visitors the higher your response rate can be. It's worth targeting each survey at only those of your visitors who are likely to contribute meaningfully. You can use targeting for a number of reasons:
- Inquire about a certain page on your website,
- Identify why your visitors are bouncing and not converting.
- Target your surveys after certain 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.
To set up these conditions, go to Edit > Target section of your survey
In this article, we'll briefly go through the options and how to go about this tab.
💡Tip: We have a knowledge base section devoted solely to Targeting. Please be sure to check it if you want to make sure you ask the right people the right question at the right time. You'll then collect the most relevant and valuable insights.
Jump to a section:
1. Triggers
2. Audience
3. Frequency
Triggers
Under trigger sections of your website survey settings, you can define Where and When you'd like to launch your survey. This way you can make sure your surveys are triggered only on the most relevant locations and the most relevant moments.
Where should the survey appear
Let's you manage the URLs the survey should be displayed on. You can trigger surveys in 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:
Learn more: Where should the survey appear 🎯
When should the survey appear
By setting up the moments your visitors will see your surveys, you can make sure that you are reaching your customers only on 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 certain pages on your website like cart page or checkout page.
💡Tip: You can also show surveys after certain actions happen on your website or web app using JavaScript events to trigger surveys, such as clicking a button, or using a specific feature.
💡Tip: If you are planning to run your surveys on a single page app, it’s also possible to Close the survey when URL changes.
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. Simply include filters you'd like to segment your 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.
- Cookies: Enables 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: Allow 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 dept: 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
💡Tip: You can have multiple segments and multiple options within these segments at the same time. Add more filters to a specific audience by clicking Add Filter.
💡Tip: You can save your audience to use them on other 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 the audience name:
- You can additionally target your surveys only to a percentage of your traffic.
📌Note: If you have two or more audiences enabled, we trigger the surveys to all enabled audiences.
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 your users' interaction with your survey.
Show the survey again, but during the next visit to the website: The visitor will see the survey once when the targeting conditions match. 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.
Continue showing the survey until the user responds or closes it: Visitor will see the survey when the targeting conditions match, once they move on to another page the survey will be visible again until the visitor responds to the survey, or closes the survey.
Never show the survey again: Visitor 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 set up a recurring survey condition to let your visitor be able to retake the same survey at specific frequencies; instantly, daily, monthly, weekly, or quarterly.
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