Once you’ve designed your survey, you can decide how to trigger and share it with your customers. Here, you have several options:
Trigger it to send automatically based on rules you set up, or
Share it as a link within a Push Notification or as part of a Series, or
Trigger it to send via API using mobile SDKs.
Trigger a survey to send automatically
From the Survey composer, click “Trigger your survey automatically with rules” to get started.
Triggers
You can set a rule for when to send your survey based on an event or date based rule by clicking “Add event or date rule” and selecting the relevant event or date.
For example, if you track an event called “Checkout completed”, you could set the rule to trigger a survey asking customers about their checkout experience.
Audience
Another option is to use audience based rule targeting for triggering your survey. Add a filter by clicking “Add audience rule” and selecting the relevant customer data attribute. Also, select if you would like a dynamic or fixed audience.
Pro tip: Read this article if you want to learn more about using filters to select your target audience.
For example, you can set your audience to dynamic and add an audience rule of “First Seen” equals exactly “0” days ago to trigger an onboarding survey to all new customers.
Frequency and scheduling
If you use rules to trigger your survey, you can still trigger your survey to send at specific times or on a recurring basis, when those rules are matched.
To do this, click on “Frequency and scheduling":
To set up a recurring message based on an event, select “Send every time the person matches the rules.” Add additional rules defining how many times a customer can receive the survey in a day and over their journey and what days and times it can be sent.
To send a survey to customers on a set cadence, select “Send based on a fixed schedule if the person matches the rules”.
Tip: Here’s some other ideas of recurring surveys you might find useful:
Send a recurring NPS survey every 90 days.
Send a feedback survey every time a user triggers a purchase event.
Send a research survey Monday to Friday between 9am and 5pm.
If your survey is time-sensitive, you can also specify when your survey should start sending or stop sending here.
Note: If a customer matches the rules to more than one survey, they will receive the survey that was set live most recently first.
Tip: To preview how a survey will look and behave for customers, target yourself as the audience of the survey (e.g. by specifying your email address in the targeting rules). Or, trigger the survey from a shareable link and use this link to take the survey as many times as you want. Note that the survey stats will be impacted by these actions.
Share a survey as a link
If you decide that you don’t want to trigger a mobile survey via rules, go to “Trigger your survey automatically with rules” and select “Turn this off”. This will stop your survey from triggering with any rules and it will disable the frequency and scheduling.
Important: You will still need to set your survey live to share it as a link.
To get the shareable link to your survey, click on “Additional ways to share your survey” and select “Shareable URL”:
Now you can share a link to your survey in your mobile app via a Push Notification or within a Series. For example:
If a customer completes a purchase via your app, send them a push notification and include a post-purchase survey link; or
Include the mobile survey as a follow up action using Series.
Note: When sharing a survey link on mobile carousels, the survey will open in a mobile web browser.
Trigger a survey via API
Surveys can be triggered inside your mobile app via API. You'll find the code you need to trigger the Survey in the editor. Go to “Additional ways to share your survey” and then select “Within your mobile app”:
Important: You will still need to set your survey live to trigger it via code.
Learn how to trigger surveys within your mobile app for native SDKs: