Trigger Events

In the previous chapter we learned how you can create Target Audiences in Refiner.

Without setting a Trigger Event, surveys are shown to a user the moment they match your Target Audience.

Trigger Events add another layer of control to Target Audience and allow you to launch a survey at a specific moment in a user’s journey.

Page Visit Trigger

The Page Visit trigger is a simple way of launching a survey when your users perform a specific action in your app or your website.

To put it simple, the Page Visit trigger launches a survey when user that matches your target audience visits a certain page (URL) of your app or website.

When to use it

Some scenarios where this launch trigger comes in handy:

  • Your user just purchased your product and gets redirected to an order confirmation page
  • A user looks at your pricing page which indicates that they are considering purchasing your product
  • A user just performed an important action in your app (e.g. created their first project)

How to set it up

To set up a “Page visit” trigger, follow these steps:

1/ Go to the survey which should be launched on specific pages

2/ Set the trigger to “Page visit”

3/ Add one rule for each page you want the survey to appear

Each rule starts with a comparison method (Equals, Starts with, Contains) followed by a comparison value.

Depending on the comparison method, you need to add either the exact URL of your page (e.g. https://app.company.com/myaccount) or a significant part of the URL (e.g. /myaccount)

You can add multiple rules to the “Page Visit” trigger. A survey is shown, when at least one of your rules matches.

Time Delay Trigger

The Time Delay trigger is our most popular launch trigger and a great fit for most use-cases.

Depending on your use-case, the time delay can be set to anything between a couple of seconds up to several days.

How the Time Delay trigger works

Whenever a user enters your target audience, Refiner waits for a specific time before showing them your survey.

If your target audience is set to “All Users”, we use the moment we first saw a user as a reference time.

If your target audience is set to “Specific Segments”, the moment a user first matches any of the chosen Segments is used as a reference time.

In most cases, we recommend however to keep the time delay rather short. If you want to survey users after a longer time delay, for example 30 days after they signed up, we recommend use Segments to target those users.

Please note that a user doesn’t need to stay on a specific page for the defined time delay. What counts is the elapsed time since they first entered the target audience.

How to set it up

Setting up the Time Delay trigger is easy as shown in the screenshot below. Choose between seconds, minutes, hours , days and weeks as the unit and enter your desired value. That’s it, you are all set!

Ad-Hoc Trigger

While our “Page visit” and “Time delay” do a great job for most of our customers, there are some use cases for which launching a survey “ad-hoc” makes sense.

One popular scenario for this trigger method would be permanent “Feedback” button inside your app. Whenever a user clicks on this button, a survey is launched allowing them to send in their feedback.

To launch a survey at a specific moment, you need to execute the “showForm” method of our JavaScript client.

You’ll find the JavaScript command in the settings of your survey when switching the Trigger Method to “Manual” as shown in the screenshot below.

The command shown above works for all installation methods, except if you are using our NPM package. Please refer to the documentation of the NPM package for the right syntax.

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