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.
In self-hosting instances advanced Targeting is part of the Enterprise Edition.
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:
- 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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