Recurring surveys

Introduction

By default, Refiner fill try to collect one response from each user in your Target Audience. You can also collect multiple responses from each user with recurring surveys.

Recurring surveys can be launched whenever a Trigger Event occurs, or based on fixed time intervals.

A popular use-case for recurring surveys is to continuously track customer satisfaction, or measure the performance of product features.

One response for each Trigger Event

When using the Page Visit Trigger or Manual Trigger, a survey response is collected the first time the trigger event occurs. For example when a user navigates to a certain page in your app.

When the Recurring option is enabled, a new survey response is collected each time the trigger event occurs. For example, each time the user navigates to one of the pages you define or the “showForm” command is executed.

You can combine this option with our Survey Throttling, if you don’t want to shown the survey on every single trigger event, but only from time to time.

Interval based sequence

When activated, a user gets enrolled in a time based sequence after the Trigger Event occured for the first time.

Between each run, Refiner waits for a certain time delay that you can define freely. A common value for tracking customer satisfaction would be 60 days for example.

Each time a new iteration is due, Refiner checks if the user still matches the target audience that you defined for the survey.

Next to the time interval, you can also define for how long the survey sequence stays active. The reference time for the total delay is the date when a user saw the survey for the first time.

The user stays enrolled in the time sequence as long as they are part of the target audience.

If the user doesn’t match the target audience anymore, the survey won’t be shown. As soon as your user matches the target audience again, they will see the survey right away.

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