Next to launching survey widgets, our client can also be used to identify your user, import user traits and track user events.
On this page we’ll give you a quick overview over the most important topics with links to more detailed articles.
How to install the Refiner client
To make the installation process as easy as possible for you, we are offering different options depending on what technology you are familiar with. At the moment of writing, Refiner can be installed in following ways.
Google Tag Manager
With our Google Tag Manager plugin, you can install Refiner on your website or app without requiring a developer to update the code. If you are already using Google Tag Manager, installing Refiner will only take a couple of clicks.
Our official NPM wrapper class provides a simple installation for modern web applications using the NPM or Yarn package manager.
Our official WordPress Plugin provides a simple installation of Refiner on your WordPress site. Launching Refiner pop-up survey widgets on your WordPress site takes a couple of clicks with our plugin.
We are working on providing more options to easily install Refiner on other platforms. Please don’t hesitate to reach out to our support team if you need help installing Refiner on your website or other platforms.
Anonymous vs. Identified Users mode
Our client can be operated in two modes: Anonymous Mode or Identified User Mode.
Usually, operating our client in Anonymous Mode makes sense when you want to survey anonymous website traffic. For all in-app use-cases (logged-in users using your application), identifying your users is the way to go. Below we assembled a more detailed comparison between the two modes.
Operating our survey widget in Anonymous Mode means that no personal information about your users is shared with Refiner. Once the user fills out a survey, their answers are stored but without a specific identifier or email address.
|Anonymous Mode||Identified Users Mode|
|Recommended when …||Surveying anonymous website visitors||Whenever you can identify your users through a unique User ID or an email address. For example users of a SaaS app.|
|Refiner Distribution Channel||Website Survey Widgets||Web-App Survey Widgets|
|Target Audience||Not available. You’ll target all website visitors.||Target specific user segments based on traits, behaviour and past survey interactions.|
|Trigger Events||Time and page visit trigger events||Time and page visit based trigger events.|
|Survey Location||Define pages where survey widget can show up.||Define pages where survey widget can show up.|
|Recognize users for follow-up surveys||Previous survey respondents are recognized if they use a single device and don’t clear browser cache.||User is recognized over a long period of time across various devices. Great for recurring surveys and follow-up campaigns.|
Troubleshoot your installation
We recommend to always test your Refiner installation locally or on a staging server before deploying it in production environment.