Location Constraints

Introduction

A simple yet effective method to fine tune the survey experience of your users is to make sure that in-app surveys are only shown on specific areas or your application.

Restricting the location of a survey is especially useful when you are using our Follow-Up Mode or Recurring Surveys. In both cases, subsequent survey views might occur on pages that are not in the scope of the original survey trigger.

Please note: Restricting the location of a survey works independently from our Page Visit and Screen Visit launch trigger. You can think about the location restriction option as a final check before the survey gets shown to the user. No matter what event triggered the survey.

Allow & exclude web pages

You can either define a set of “Allowed Pages”, or a set of “Excluded Pages”. You can also combine the two options to make the targeting even more precise.

For Mobile SDK surveys, we refer to “Screens” instead of “Pages”. All other things stay the same though.

Each rule has a comparison method followed by a comparison value. The supported comparison methods are:

MethodDescriptionExample Value
EqualsTriggers on pages where the full URL equals exactly the provided value.https://app.domain.com/account/billing
Starts withTriggers on all URLs that start with the provided value.https://app.domain.com/account
ContainsTriggers when the provided value is located somewhere in the page URL./account/
Matches PatternTriggers on URLs that match a provided wildcard pattern. You can use * to indicate that variable parts of a URL.https://app.domain.com/*/something/*

When you add multiple rules, a match occurs when at least one rule returns a positive result.

Allow & exclude app screens

To show surveys on in certain areas of your mobile app, you’ll need to transmit the current screen name to Refiner using the “trackScreen” method of our SDKs.

You can either define a set of “Allowed Screens”, or a set of “Excluded Screens”. You can also combine the two options to make the targeting even more precise.

Each rule has a comparison method followed by a comparison value. The supported comparison methods are:

MethodDescriptionExample Value
EqualsTriggers when the screen name equals exactly the provided value.CheckoutSuccessScreen
Starts withTriggers on all screens that start with the provided value.Checkout
ContainsTriggers when the provided value is located somewhere in the screen name.Success
Matches PatternTriggers on screens that match a provided wildcard pattern. You can use * to indicate that variable parts of a screen name.Checkout*Screen

When you add multiple rules, a match occurs when at least one rule returns a positive result.

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