Select your survey audience to target the right users at the right time
Now that you have followed the steps to set up any relevant events, attributes, or page URLs, you are ready to target your survey. Configuring survey targeting takes place on the Audience page when setting up a survey.
Triggers use real-time events and behavior to determine when to show a survey, and every survey must have one trigger. Trigger can be based on events or page URLs (more information on adding events and page URLs can be found here).
To set up your survey's trigger, choose the desired option from the dropdown. You can choose:
- Visits any page: This option means that a user can be served a survey on any of the page URLs that you have configured in UserLeap (More info).
- Visits a page: Selecting this option will open another dropdown that allows you to select a specific page URL. You can choose to display a survey when users are on that page, or when they are *not* on that page. (More info).
- Events: Under the "Your Events" heading, you'll see a list of all programmatic events that are currently being passed to UserLeap (More info). Selecting an event from this list will display a survey right after the event occurs.*
You also have the option to delay the survey display by a custom number of seconds after the trigger occurs. Click "Advanced" under your trigger to set a delay.
* Events with a green pulse icon (as show in the screenshot above next to the "Launch Survey" event) are live on your site and available to be used in targeting. Events with gray pulse icons have not been tracked in the past week. Check with your team to troubleshoot, or contact UserLeap support.
Filters use information about users to determine whether they qualify to see a survey. This information can based on events or page URLs (e.g. historical behavior), or user attributes (e.g., what plan they are subscribed to). You can add as many filters as you want to each survey.
Filtering by historical behavior
Using events and page URLs as filters gives you the ability to limit surveys to users who have engaged in specific behaviors on your site (or those who have not engaged in those behaviors). Below we describe the options you have for using events and page URLs in filtering.
Show surveys to users who have ever (or never) triggered an event
This filter allows you to target someone who has ever triggered an event (or visited a page URL) at some point in time. In the example below, selecting "Is set" and "Yes" means the survey will only ever target users who have logged in. By selecting "No", the survey will only target users who have never logged in.
Show surveys to users based on the number of times they completed an action
This filter allows you to target users who have or have not engaged in a behavior with specific frequencies. For example, you can target users who visited your pricing page 3+ times, or those who have only used a particular feature once.
Show surveys to users based on the days since they completed an action
This filter allows you to target users based on the days since an event first occurred, as show in the screenshot below, or the days since an event last occurred.
Filtering by user attributes
Filters can also be used to restrict surveys to users who meet specific criteria based on default or custom attributes. When filtering by attributes, you can choose to target users who meet certain criteria. For example, in the screenshot below, we are choosing to show the survey just to those users who have their Language set to English.