Advanced Targeting
Advanced Targeting allows you to show surveys to a specific segment of your users. You can target surveys based on user attributes, device type, and more. This helps you get more relevant insights while keeping survey fatigue at a minimum. After the initial setup, you can target any segment without touching code.
Advanced Targeting is available on paid plans for both Formbricks Cloud and On Premise.
When to use Advanced Targeting?
Advanced Targeting helps you achieve a number of goals:
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Relevance: Keep survey content relevant to respondents.
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Cohort-analysis: Survey specific user cohorts only.
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Statistical Relevance: When surveying a smaller subset of users, statistical relevance is reached with a lot less responses.
How does Advanced Targeting work?
Create Segment
To get started, go to the Contacts tab and create a new Segment:
Configure Segment based on attributes
In the Segment editor, you can configure your Segment with a combination of Attributes, Segments and Devices. If a user matches either or all of the criteria, they become part of the Segment. See Segment Configuration below.
Create a survey of type Website & App
Create a new survey and go to Settings to change it to Website & App survey:
Choose Segment in Targeting options
Publish your survey
Segment Configuration
There are three means to move Contacts in or out of Segments: Attributes, other Segments and Devices:
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Attributes: If the value of a specific attribute matches, the user becomes part of the Segment.
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Segments: You can nest Segments meaning that if a user is or is not part of another Segment, they can be included or excluded
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Devices: If a user uses a Phone or Desktop, you can include or exclude them
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Filter Groups: You can group any of the above conditions in group and connect them logically with
ANDorOR. This allows for maximum granularity.
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