Set survey frequency and targeting

Use Targeting to choose when a survey can appear and who can receive it.

Choose a frequency

Survey targeting settings with frequency, audience and delivery priority in the Atlas demo workspace.

Open the survey and select Targeting.

• Show once limits repeat displays for the user.
• Show every time allows the survey to appear again when its targeting and trigger conditions are met.

The survey editor does not offer a recurring interval such as every 30 or 90 days, or a Show N times option.

Choose how the survey starts

• Start Manually (from guides, shortlink, or api) lets another supported entry point launch the survey.
• Auto start - When user triggers an event starts the survey from a configured event trigger.

For automatic starts, use Add event to select the event and set the matching conditions. Your application must send the event used by the trigger.

Use Add a delay before showing the survey when you need a delay after the trigger. A display delay is not a recurring schedule.

Choose the audience

Select All users, User Segment or Specific users, then configure the relevant conditions. Test with a demo user whose attributes match the audience.

Set delivery priority

Higher-priority experiences win when several are eligible together. Zero is neutral. Priority resolves a conflict between eligible experiences; it does not make an otherwise ineligible user qualify.

Save the survey, test the trigger and audience in the demo application, and publish when the expected survey appears.